“后黄峥时代”的拼多多会怎样？ 这是摩根大通的观点

“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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heng5644
·2021-03-19
???
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Luckystar888
·2021-03-19
[財迷]
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