这股一涨感觉没什么阻力似的，市值已接近2000亿美元，甩开京东，百度，网易等一大截， 巴巴这个消息也不至于刺激成这样. 另外奶茶也是人生赢家，强东今年身价大涨。 Why Pinduoduo Could Be ''Primary Beneficiary'' Of Alibaba''s China Regulatory Misfortunes Pinduoduo Inc (NASDAQ:PDD) and JD.com, Inc (NASDAQ:JD) could benefit from antitrust proceedings against Alibaba Group Holding Ltd (NASDAQ:BABA) in China, according to KeyBanc Capital Markets analyst Hans Chung. What Happened: “We believe PDD could be the primary beneficiary of the investigation, and JD could be secondary,” Chung said in a note. The Chinese investigation is mostly centered around exclusive agreements with merchants on the Tmall platform, which prohibit them from opening stores on rival platforms, the analyst noted. Pinduoduo could stand to benefit if the unfair practice is removed “given its customer scale and [return on investment] are attractive to merchants.” “Not only upside in [gross merchandise value,] it could also result in lower selling and marketing expense or a higher take rate as [Pinduoduo] may not need to attract merchants to the platform through subsidy or traffic incentives,” the analyst observed. For JD, the analyst believes the regulatory action could be beneficial to its apparel category but the upside “may be limited” due to the company’s customer profiles and the nature of the platform, which is more akin to retailers than shopping centers. Chung assigned a price target of $355 and rated the shares as Overweight. Why It Matters: As for the fallout for Alibaba itself — the KeyBanc analyst does not expect “meaningful changes in the competitive landscape,” and viewed concerns as “overdone.” Chung said that the pull-back in the shares since November creates an attractive entry point for “long-term opportunity” in Alibaba. KeyBanc said in its note that fines — and not a breakup — are the “most likely outcome” along with greater scrutiny on business operation in the case of Alibaba. Based on the rectification requirements imposed by Chinese regulators, a breakup of Ant Group is signaled, as per Chung. On Monday, Alibaba shares traded nearly 8% lower at press time in Hong Kong, after the company announced plans to raise its stock buyback threshold by an additional $4 billion to $10 billion through the end of 2022. On the same day, Pinduoduo shares closed nearly 8.9% higher at $152.75 on Thursday and gained 0.66% in the after-hours session. JD shares closed 1.14% lower at $84.49 and fell 0.22% in the after-hours session.
Why Pinduoduo Could Be ''Primary Beneficiary'' Of Alibaba''s China Regulatory Misfortunes
Pinduoduo Inc (NASDAQ:PDD) and JD.com, Inc (NASDAQ:JD) could benefit from antitrust proceedings against Alibaba Group Holding Ltd (NASDAQ:BABA) in China, according to KeyBanc Capital Markets analyst Hans Chung.
What Happened: “We believe PDD could be the primary beneficiary of the investigation, and JD could be secondary,” Chung said in a note.
The Chinese investigation is mostly centered around exclusive agreements with merchants on the Tmall platform, which prohibit them from opening stores on rival platforms, the analyst noted.
Pinduoduo could stand to benefit if the unfair practice is removed “given its customer scale and [return on investment] are attractive to merchants.”
“Not only upside in [gross merchandise value,] it could also result in lower selling and marketing expense or a higher take rate as [Pinduoduo] may not need to attract merchants to the platform through subsidy or traffic incentives,” the analyst observed.
For JD, the analyst believes the regulatory action could be beneficial to its apparel category but the upside “may be limited” due to the company’s customer profiles and the nature of the platform, which is more akin to retailers than shopping centers.
Chung assigned a price target of $355 and rated the shares as Overweight.
Why It Matters: As for the fallout for Alibaba itself — the KeyBanc analyst does not expect “meaningful changes in the competitive landscape,” and viewed concerns as “overdone.”
Chung said that the pull-back in the shares since November creates an attractive entry point for “long-term opportunity” in Alibaba.
KeyBanc said in its note that fines — and not a breakup — are the “most likely outcome” along with greater scrutiny on business operation in the case of Alibaba.
Based on the rectification requirements imposed by Chinese regulators, a breakup of Ant Group is signaled, as per Chung.
On Monday, Alibaba shares traded nearly 8% lower at press time in Hong Kong, after the company announced plans to raise its stock buyback threshold by an additional $4 billion to $10 billion through the end of 2022.
On the same day, Pinduoduo shares closed nearly 8.9% higher at $152.75 on Thursday and gained 0.66% in the after-hours session. JD shares closed 1.14% lower at $84.49 and fell 0.22% in the after-hours session.
假不假的不重要，重要的是能低价。
广大农村和18线城市广阔天地大有可为
便宜是王道
几百人民币买个洗衣机有没有市场
下面这篇中文文章讲得很好： https://www.shangyexinzhi.com/article/117501.html
黄峥，张一鸣这批年轻的创业者，很接地气，对于普通人心理把握非常到位。 最重要的是中国这一批成功创业者多有名校背景，跟中国早期发达的很多没多少文化的大老粗不一样，这一点开始跟美国接近了。
得屌丝者得天下
--- 这是我见过的对这一现象最精妙的总结
6亿人收入低于1000元，市场非常大。
假货打击肯定越来越严格，淘宝过去10年踩过的坑，经历过的转型，估计拼多多都还要再走一遍
不能算是假货，全部是撞品牌的。比如康师傅，人家就是康帅傅，好多人不太知道的，众多这种和品牌只有一个字之差，而且稍不注意就看走眼了那种牌子
反正不多的话就hold吧，估计还会涨。
没背景，父亲是杭州电子厂的普通工人，母亲身体不好下岗。
黄峥从小就懂事听话，上了浙大成绩也不错，后来就来美国念书，本来是走湾区猥琐男路线的，现在已经成了美国海归的首富
人再多，没钱有什么用，PDD一直都是赔本赚吆喝。
我倒是觉得它可能是抱对了大腿，中国insider trading一直没怎么管的，大腿一边压阿里股价好入场，一边抬PDD股价，中外韭菜一起割，爽啊
PDD抱的一直都是腾讯大腿，和政府啥关系。。。
腾讯全面封杀阿里的背景下，才有PDD存活空间
都是假冒伪劣
阿里和腾讯一直都是互相封杀 你用微信支付可以在任何阿里旗下网站买东西吗？
这和政府有毛关系