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《大行》高盛列出拼多多(PDD.US)與阿里(09988.HK)近季GMV毛利率比較(表)
拼多多(PDD.US)首季營收按年增10%至956.7億元人民幣,遠低於市場預期的1,031.3億元人民幣,淨利潤下降47%至147.4億元人民幣,拼多多隔晚股價挫13.6%,而阿里巴巴(09988.HK)今日(28日)股價下滑1.9%收115.7元。 高盛發表報告,列出拼多多與阿里近季GMV(商品交易總額)毛利率比較: 季度│拼多多GMV毛利率│阿里巴巴GMV毛利率 2025年第1季│1.9%│2.5% 2024年第4季│2.6%│2.5% 2024年第3季│2.5%│2.4% 2024年第2季│3.2%│2.3% 2024年第1季│3.1%│2.4% ------------------------------------- 該行亦列出拼多多與阿里2025年第二季至第四季GMV毛利率預測: 季度│拼多多GMV毛利率│阿里巴巴GMV毛利率 2025年第2季│1.9%│2.3% 2025年第3季│1.9%│2.4% 2025年第4季│2.1%│2.4%
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