拼多多(PDD)今日盘前大涨6.5%,引发了市场的广泛关注。
分析人士指出,这可能与TikTok Shop在电商市场份额扩大有关。根据路透社的报道,TikTok在2023年9月在美国推出的TikTok Shop,在2023年至今的假日购物季期间,销售额激增,成为了诸如e.l.f. Cosmetics、Ninja Kitchen等知名品牌的重要电商渠道。
尽管TikTok面临在美被禁的威胁,但TikTok Shop的营收飙升,对主要电商平台如拼多多形成了巨大竞争压力。因此,投资者对于TikTok Shop快速崛起的担忧,可能成为推动拼多多盘前涨幅的一大因素。
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