瑞银:料外卖战补贴8月见顶 阿里巴巴及京东集团估值具吸引力

金融界
18 Jul

近期与消费品团队举办专家电话会议,食品外卖平台补贴大战预计8月见顶,随后可能转向即时电商领域。受补贴刺激,7月美团和饿了么外卖订单量分别激增至1亿至1.2亿和6300万,而京东集团订单量保持在2000万左右。专家预计,到年底,美团目标保持60%的总商品成交市场份额,饿了么30%,京东10%。与此同时,阿里巴巴计划在快速商务领域投资500亿元人民币(下同),目标使饿了么订单量与美团相当,达每天...

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