近期,外卖市场硝烟弥漫,美团、京东集团以及阿里巴巴等巨头纷纷下场,开启激烈的“补贴大战”,美团App更直接买单,上线“0元购”。事实上,作为港股三大巨头,阿里巴巴、美团、京东集团此前就已获得公募基金的特别关注。回顾一季度末,阿里巴巴位列公募前十大重仓股之一,美团也获基金重仓持股超197亿元。三大巨头激战正酣,从投资角度看,哪些行业将受益?基金持仓又会否发生变化?有业内人士表示,此番外卖补贴大战本质...
Source Link近期,外卖市场硝烟弥漫,美团、京东集团以及阿里巴巴等巨头纷纷下场,开启激烈的“补贴大战”,美团App更直接买单,上线“0元购”。事实上,作为港股三大巨头,阿里巴巴、美团、京东集团此前就已获得公募基金的特别关注。回顾一季度末,阿里巴巴位列公募前十大重仓股之一,美团也获基金重仓持股超197亿元。三大巨头激战正酣,从投资角度看,哪些行业将受益?基金持仓又会否发生变化?有业内人士表示,此番外卖补贴大战本质...
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.