2024年Q4拼多多财报解读:活久见

华尔街见闻
21 Mar

2024年二季报后管理层在业绩会后说,公司的高速增长是不可持续的,出海也会面临诸多困难: “我想向我们的投资者明确表示,从第三季度开始,利润将逐渐呈下降趋势……从长远来看,盈利能力下降是不可避免的。” “我们的全球业务面临着不断变化的外部环境带来的激烈竞争带来的重大不确定性……收入的高增长是不可持续的,盈利能力的下降趋势是不可避免的。” 事实证明,陈磊的话不是危言耸听,二季度是史上盈利巅峰,...

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