外卖大战烽烟起,阿里、京东、美团谁是赢家?

海豚投研
16 Jul

盲目乐观与过度悲观同样危险。外卖大战初现时,海豚君便指出,美团的逻辑会受到考验——它实际会从强壁垒服务电商变成强竞争壁垒、但弱准入壁垒的生意。(具体可在长桥App阅读,添加微信dolphinR124可了解)当时不少人觉得这是悲观论调,但后续阿里巴巴如期高调宣战,市场果然对整个赛道集体杀估值,印证了这一判断。​京东启动外卖业务时,海豚君曾质疑:在拼多多自掏腰包补贴、京东自营占据 60% 国补份额的...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10