美银证券研究报告指,自淘宝闪购月初推出500亿元人民币(下同)补贴计划后,内地的食品及即时配送市场竞争于上周末急剧升温。美团-W(03690.HK) 与淘宝分别录1.2亿及8,000万单的日订单量纪录,增长主要来自高额补贴。该行预期竞争至少持续至11月“双十一”促销,而单季投资可能于第三季达至高峰。该行预测美团今年核心本地商业(CLC)经营利润达422亿元,并有120亿元额外预算用于在激烈竞争下...
Source Link美银证券研究报告指,自淘宝闪购月初推出500亿元人民币(下同)补贴计划后,内地的食品及即时配送市场竞争于上周末急剧升温。美团-W(03690.HK) 与淘宝分别录1.2亿及8,000万单的日订单量纪录,增长主要来自高额补贴。该行预期竞争至少持续至11月“双十一”促销,而单季投资可能于第三季达至高峰。该行预测美团今年核心本地商业(CLC)经营利润达422亿元,并有120亿元额外预算用于在激烈竞争下...
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