美团股东大会:数字经济下的成长与挑战

知常容
15 Jun

6月9号,我亲身参与了美团的股东大会,现场的气氛令我感到非常的意外。后附股东会核心内容及简略版问答(由AI整理得出)。参加美团股东大会是因为我们最近推出的“数字七雄”互联网组合策略。我们认为,在未来数字经济时代,真正的成长股将诞生于数字平台。作为数字七雄中权重最大的美团,自然是我们研究的重中之重。我们一直也很看好美团。这次股东大会暴露出来的问题,我觉得有几个值得我们深思。第一,美团的商业模式在中国...

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