$Alibaba(BABA)$ Judging from t-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Alibaba(BABA)$

Judging from the current situation, it is estimated that JD.com can probably launch its food delivery business with a subsidy of about 30 billion yuan. With a subsidy of 10 yuan per order and an average of 10 million orders per day, it can keep this up for a year to cultivate users' habits and attract traffic. In the second year, there will be 15 million orders per day, with a subsidy of 5 yuan per order. Spending another 30 billion yuan will probably make the business take shape. I'm not sure if JD.com can withstand this financial pressure. This money is not completely wasted, because the revenue brought to the e-commerce business itself by the food delivery traffic will definitely offset part of the subsidy. As short videos continuously attract traffic, the lifetime value (LTV) of each customer who uses JD.com's comprehensive service package is extremely high, possibly even reaching five or six figures. I'm not sure how JD.com calculates its accounts. The attention and shopping habits of general users can shift easily. In fact, the platform with the largest number of general e-commerce users in China is Alibaba. To be honest, I'm actually a bit worried about Alibaba now. Alibaba can't just stand by and do nothing. It needs to quickly support Ele.me to join this fierce competition.

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With a subsidy of 10 yuan per order and an average of 10 million orders per day, it can keep this up for a year to cultivate users' habits and attract traffic. In the second year, there will be 15 million orders per day, with a subsidy of 5 yuan per order. Spending another 30 billion yuan will probably make the business take shape. I'm not sure if JD.com can withstand this financial pressure.  This money is not completely wasted, because the revenue brought to the e-commerce business itself by the food delivery traffic will definitely offset part of the subsidy. As short videos continuously attract traffic, the lifetime value (LTV) of each customer who uses JD.com's comprehensive service package is extremely high, possibly even reaching five or six figures. I'm not sure how JD.com calculates its accounts.  The attention and shopping habits of general users can shift easily. In fact, the platform with the largest number of general e-commerce users in China is Alibaba. To be honest, I'm actually a bit worried about Alibaba now. Alibaba can't just stand by and do nothing. It needs to quickly support Ele.me to join this fierce competition.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v></p><p></p><p>Judging from the current situation, it is estimated that JD.com can probably launch its food delivery business with a subsidy of about 30 billion yuan. With a subsidy of 10 yuan per order and an average of 10 million orders per day, it can keep this up for a year to cultivate users' habits and attract traffic. In the second year, there will be 15 million orders per day, with a subsidy of 5 yuan per order. Spending another 30 billion yuan will probably make the business take shape. I'm not sure if JD.com can withstand this financial pressure.  This money is not completely wasted, because the revenue brought to the e-commerce business itself by the food delivery traffic will definitely offset part of the subsidy. As short videos continuously attract traffic, the lifetime value (LTV) of each customer who uses JD.com's comprehensive service package is extremely high, possibly even reaching five or six figures. I'm not sure how JD.com calculates its accounts.  The attention and shopping habits of general users can shift easily. In fact, the platform with the largest number of general e-commerce users in China is Alibaba. To be honest, I'm actually a bit worried about Alibaba now. Alibaba can't just stand by and do nothing. It needs to quickly support Ele.me to join this fierce competition.</p></body></html>","text":"$Alibaba(BABA)$ Judging from the current situation, it is estimated that JD.com can probably launch its food delivery business with a subsidy of about 30 billion yuan. With a subsidy of 10 yuan per order and an average of 10 million orders per day, it can keep this up for a year to cultivate users' habits and attract traffic. In the second year, there will be 15 million orders per day, with a subsidy of 5 yuan per order. Spending another 30 billion yuan will probably make the business take shape. I'm not sure if JD.com can withstand this financial pressure. This money is not completely wasted, because the revenue brought to the e-commerce business itself by the food delivery traffic will definitely offset part of the subsidy. As short videos continuously attract traffic, the lifetime value (LTV) of each customer who uses JD.com's comprehensive service package is extremely high, possibly even reaching five or six figures. I'm not sure how JD.com calculates its accounts. The attention and shopping habits of general users can shift easily. In fact, the platform with the largest number of general e-commerce users in China is Alibaba. 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