4月起,外卖行业竞争加剧,美团、京东、阿里巴巴的股价表现均不及市场指数。我们统计了一下,4月1日-7月21日美团跌幅16%、京东下跌17%,阿里巴巴下跌7%。将这三家外卖公司称为“外卖三傻”并不为过。所以,近期的消费,还是投资者买单,心疼大家一秒钟。截至7月21日,中国互联网(H11136)指数年内累计涨幅为20.11%,而同期恒生指数的涨幅为24.6%,相比之下,互联网指数的表现逊色于恒生指数。...
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