金吾财讯 | 京东(JD)盘前跌超4%,截至发稿,报32.19美元。消息面上,麦格理发表报告表示,内地外卖行业价格战重燃,料美团及京东双方盈利前景不明朗,虽然料行业格局不太可能发生重大变化,但激烈竞争可能引发更积极的供应端补贴。麦格理认为,现时竞争阶段下无赢家,随著京东近期以激进扩张计划进入外卖行业,市场再次担忧行业内激烈竞争。上一次类似情况发生在2023年,当时抖音试图进入本地服务市场。与上次...
Source Link金吾财讯 | 京东(JD)盘前跌超4%,截至发稿,报32.19美元。消息面上,麦格理发表报告表示,内地外卖行业价格战重燃,料美团及京东双方盈利前景不明朗,虽然料行业格局不太可能发生重大变化,但激烈竞争可能引发更积极的供应端补贴。麦格理认为,现时竞争阶段下无赢家,随著京东近期以激进扩张计划进入外卖行业,市场再次担忧行业内激烈竞争。上一次类似情况发生在2023年,当时抖音试图进入本地服务市场。与上次...
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