之前看过一篇文章,解释了里面的逻辑,认为背后是资本博弈。大概意思是京东用每年亏损30-50亿撬动估值逻辑升级。从“电商公司”转型“本地生活服务商”。这场外卖大战不是道德战,是刘强东拿着 京东健康 的利润和王兴赌谁先耗光 资本市场 的耐心。为什么美团两天跌掉400亿,京东股价却一动不动,一位机构算清了京东每亏一个亿,就能从美团身上撕下5个亿的估值。目前京东外卖每单成本9.2元,比美团贵30%,按现在...
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