周二盘中，生鲜电商平台叮咚买菜（股票代码：DDL）股价大幅下跌5.28%，引发市场关注。这一跌势似乎与公司最新公布的业务扩张计划有关。
据报道，叮咚买菜近日宣布将进军黑猪养殖领域。公司计划在未来一年内投资3万头特色黑猪苗，并加速其自有黑猪肉品牌"黑钻世家"专卖店的布局，目标是将专卖店数量从目前的5家增加到15-20家。此外，叮咚买菜还与高金食品成立了合资公司，共同专注于育肥场租赁、仔猪采购、饲料与药品供应及育肥过程管理。
然而，这一看似积极的业务扩张举措却引发了投资者的担忧。市场分析人士指出，投资者可能对叮咚买菜涉足养殖业持谨慎态度，主要有以下几个原因：首先，养殖业与叮咚买菜的核心业务存在较大差异，可能分散公司的资源和注意力；其次，养殖业具有较高的风险和不确定性，包括疫病风险和市场价格波动；最后，这一投资可能会增加公司的成本支出，短期内对盈利能力造成压力。尽管如此，叮咚买菜此举也可能带来长远的供应链优势和品质控制能力的提升，但市场似乎更关注短期风险。
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