瑞银料外卖战补贴8月见顶 阿里及京东估值具吸引力

金融界
18 Jul

瑞银发表报告指,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。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%。7月所有外卖平台可能已陷入亏损。相较而言,美团在补贴效率上更具优势,通过创新供给模式如拼好饭及自有配送员规模优势,优化商家和用户补贴。而其他平台需加大对第三方配送员的投入。瑞银认为,短期内电商股股价可能因竞争不确定性持续波动。美团因较高估值...

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