修正一周之后,新一轮的“外卖补贴大战”在本周末重燃战火,社交媒体上充斥着低价甚至免单的咖啡奶茶订单。这场由阿里巴巴旗下淘宝闪购升级的战火,正迫使行业巨头美团、京东悉数卷入。 据追风交易台,摩根大通在其最新发布的研报中,对这场愈演愈烈的竞争进行了深度剖析。对于投资者而言,核心影响可以归结为以下几点: 竞争全面升级: 阿里巴巴于7月2日宣布投入500亿元人民币补贴,将即时零售行业的竞争激烈程度推向...
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.