作者:林易来源:划重点KeyPoints文章已获授权划重点:1、美团现在处境有两大不确定性:1)与京东、阿里围绕即时零售的竞争会侵蚀多少利润?2)Keeta海外加速扩张会不会成为第二个优选?2、外卖大战是一种在存量市场低效内卷的行为,市场完全低估了京东和阿里的投入意愿,以及这场竞争会持续的时间。3、有评论说,“王兴想要的是赢得竞争,而他从来没想过自己是如何失去的民心。”这句话或许能折射出美团发展...
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