野村:专家认为美团或继续投资以遏制阿里巴巴的扩张

格隆汇
Aug 08

格隆汇8月8日|野村中国互联网团队日前与一位食品外卖专家进行了小组电话会议,讨论了食品外卖和快餐市场的最新竞争格局和趋势。野村表示,在电话会议后对外卖市场竞争格局的前景持谨慎态度。专家表示,自今8月以来,美团(03690.HK)和阿里巴巴(09988.HK)在补贴方面的力度似乎都不如7月那么大。不过,专家表示,稳定的竞争或是暂时。据专家说法,阿里巴巴仍旨在获得更多市场份额,野村认为这意味着美团可能...

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