这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

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黄榕榕
2021-01-22

这篇文章不错，转发给大家看

热议：蒋凡的消费升级、打压中小卖家策略是否毁了阿里？

近日，有网友们热议：张勇和蒋凡的消费升级理念，打压中小卖家策略是否毁了淘宝及阿里？正方网友认为：正是因为阿里的消费升级，使得中尾部商家很难获得流量，导致他们流入了$拼多多(PDD)$ 。直到，拼多多变成了独角兽，才想起拎起之前被边缘化的聚划算来对抗拼多多，但为时晚矣。如今，淘宝口碑太差，被拼多多蚕食，天猫又面临强敌$京东(JD)$ ，真可谓前有劲敌后有追兵。反方网友认为：只要阿里想增收，打压中小卖家，做大天猫是唯一的出路。一旦企业进入成熟期，一定会向着毛利率更高的高价值商品去升级，这是企业发展的必然规律。 ... ... 最后，大家聊一聊：消费升级、打压中小卖家策略，是否毁了阿里？当下的阿里是否具备长期投资价值？精彩留言用户可获得300社区积分噢！ $阿里巴巴-SW(09988)$ $阿里巴巴(BABA)$ $京东集团-SW(09618)$

热议：蒋凡的消费升级、打压中小卖家策略是否毁了阿里？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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