一起反弹

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Yesterday

近两日美团、京东一起反弹,可能市场觉得美团能成功防守的同时,京东也会保持强劲的发展势头。美团外卖日均7700万单,京东短时间已突破1000万单,差不多于1/3个饿了幺,可看到京东的增速很离谱,特别考虑到两个外卖巨头做了那么多年。有人会说按京东的亏损速度,一年利润都不够烧,但问题在于面对美团即时零售的侵占,京东可能是非做不可。去年在国补下,京东未能领先太多,当前拼多多也上国补了,优势被进一步拉近。...

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