pdd 从 2020 年占市场份额的 13.2% 增长至 2023 年的 18.3%。而丢失市场份额最多的是阿里，从 57% 下滑至 36.5%，以及京东从 2020 年的 20.8% 下滑至 17.6%。与此同时，抖音的市场份额自 2020 年以来快速扩大，增长速度是最快的一家。从 2020 年仅为 1.1% 的份额，快速增长到 15.8%，预计今年市场份额将达到 18.3%。
市场总是向前看，pdd 18.3% 份额代表高速增长已经过去。这才是 pdd 靓丽财报后跌的原因
$拼多多.US
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