行业近况本周（7 月7 日-7 月11 日）恒生科技指数上涨0.6%，互联网指数（KWEB）上涨0.7%，纳斯达克指数下跌0.1%。评论本周中概互联网陆续开始2Q25 的业绩预览：卷入外卖、闪购“大战”，利润端承压。今年二季度以来，京东、阿里、美团竞相宣布加码外卖、闪购补贴，虽然各平台单量实现快速增长，但2Q利润端受补贴投入影响承压明显。截至目前，我们认为这场“大战”的激烈程度远远超过市场年初预期...
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