受外卖市场竞争影响,京东与美团股价近期出现剧烈波动。截至昨日收盘,美团股价较年内高点下跌超30%,京东下跌超20%。自2月起,双方通过“0佣金”招募商家、为骑手提供福利等手段展开竞争。4月下旬,京东指控美团强迫骑手“二选一”,引发舆论关注。机构认为,补贴虽短期内提升单量,但决定竞争走向的核心在于配送效率和用户复购等因素。尽管京东凭借供应链优势拓展外卖业务,但订单增长的可持续性仍存不确定性。免责声明...
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