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04 Feb 2024
1h 1m

Vol.43 | 被拼多多超越，“失去的三年”，老阿里人“意难平”

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过去一年中概股表现不佳，嘉宾们回顾了投资的心态和操作策略，探讨了阿里巴巴衰落的原因，以及拼多多模式的成功。嘉宾们认为，投资者应保持理性，做好风险控制，而阿里巴巴的失误在于战略决策和组织能力衰退。拼多多的成功在于站在用户需求角度，无条件地向用户发起挑战。
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