焦点板块及个股 | 外卖大战;煤炭;爱奇艺;美日贸易协议

中信证券财富管...
23 Jul

中国互联网 - 即时零售补贴大战升级,板块股价承压自4月京东重磅补贴切入外卖后,6-7月阿里巴巴与美团均大幅升级对外卖与即时零售(非餐)业务补贴力度,补贴战全面白热化。预计2Q25京东和阿里各自在即时零售板块亏损将达约人民币100亿元,3Q25进一步加剧,京东可能扩大至130亿元、阿里则高达150-200亿元。美团的增量补贴规模为阿里一半左右,同样将显著侵蚀订单利润。我们认为,当前极端补贴模式已近...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10