摩根大通最新警告:中国外卖市场竞争激烈程度超预期,三大巨头面临分化命运! 8月18日,据追风交易台消息,摩根大通在最新研报中称,京东二季度外卖投资损失达130亿元,超出摩根大通预期的100亿元。基于此数据,摩根大通大幅上调阿里巴巴三季度外卖损失预期至300亿元以上,远超此前预测的170亿元。 摩根大通在研报中提醒道,市场应密切关注即将公布的阿里巴巴和美团2025年二三季度财报,特别留意其盈利能力的...
Source Link摩根大通最新警告:中国外卖市场竞争激烈程度超预期,三大巨头面临分化命运! 8月18日,据追风交易台消息,摩根大通在最新研报中称,京东二季度外卖投资损失达130亿元,超出摩根大通预期的100亿元。基于此数据,摩根大通大幅上调阿里巴巴三季度外卖损失预期至300亿元以上,远超此前预测的170亿元。 摩根大通在研报中提醒道,市场应密切关注即将公布的阿里巴巴和美团2025年二三季度财报,特别留意其盈利能力的...
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