我來分析一波,騰訊退出京東是因爲京東的商業模式已經與騰訊不匹配,現在的京東就是一個正規的電商平臺,當初騰訊入京東那是爲了和阿里競爭不得已而爲之。畢竟自己搞電商搞不起來。京東把微信當做一個流量入口和支付渠道,騰訊則是把京東當打手,這兩家的合作註定不會長遠。尤其是後起之秀拼多多,拼多多的商業模式與微信高度綁定,尤其是拼團模式及其依賴微信的社交關係鏈,當騰訊擁有更好的打手之後自然會講天平傾向拼多多。拼多多的纔是騰訊想要、也更契合騰訊的電商模式。尤其是當前互聯網反壟斷法出臺,各巨頭的爪牙開始收縮,因此騰訊退出京東是情理之中的事情,但是有一點不能忽視,則是騰訊不可能放棄電商這塊。因此因爲恐慌而導致拼多多的拋售下跌其實是一波機會,當市場反應過來時拼多多必會反彈。$拼多多(PDD)$$京東(JD)$
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