大李巧思
2023.11.28 12:09

$PDD(PDD.US)拼多多开始加速变现了。拼多多市值是否超越阿里，主要还是看阿里的海外能做到什么程度。如果按当前态势，国内拼多多也在强势挤压，海外拼多多遥遥领先，就不仅仅是超越阿里问题了。字节和拼多多会是中国前两大的互联网公司了，他们做到了前人都做不到的事：真正的国际化。大胆预测三年之后已经没有人拿拼多多跟阿里对比了，因为只能对比亚马逊了。同理，字节也没办法跟腾讯对比了，得对比 Me­ta。国内总量有限，海外大有可为。

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