“外卖大战”引千亿市值蒸发,美团京东陷价格厮杀泥潭。据统计,自去年10月的阶段高点以来,美团、京东港股股价均累计下跌逾30%,进入恒生科技指数表现最差成分股的行列,公司市值总计缩水约1000亿美元。据报道,在DeepSeek冲击下,市场资金正大规模向具备更强AI能力的公司转移,这给美团和京东等传统电商平台带来额外压力,使得缺乏明显AI优势的平台股价承压。此外,京东采取了激进的补贴策略来推广其食品...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.