在京东、美团、阿里等巨头掀起的外卖补贴大战中，市场最初担忧价格战会挤压产业链利润，拖累相关企业表现。然而，港股 顺丰同城 （9699.HK）却逆势走强，自5月8日以来累计涨幅超30%，期间最大涨幅超41%，成为即时配送板块的领涨标的。这一现象背后，或是市场对第三方即时配送平台稀缺价值的重新审视——流量多极化的竞争下，中立的运力基础设施反而成最大受益者。外卖大战背后：中立运力成最大受益者这场始于外卖...
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