“后黄峥时代”的拼多多会怎样? 这是摩根大通的观点

华尔街见闻2021-03-19

本周发布去年四季度业绩的拼多多,给了市场一个“惊天大雷”:黄峥辞去董事长职务。 虽然市场早有预期黄峥在卸任CEO之后也会卸任董事长,但没想到来得这么快。财报发布后,拼多多股价一路崩跌。 “后黄峥时代”的拼多多,面临怎么样的局面? 拼多多商业模式的转变 在摩根大通看来,拼多多如今最大的变化是,从轻资产到重资产的转变。 摩根大通认为,拼多多正在从一个轻资产的3P电商(即第三方卖家)转变为一个重资产的...

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