文丨小李飞刀8月21日，叮咚买菜发布2025年上半年“成绩单”，已连续第六个季度盈利了。然而，资本市场反应依旧冷淡，现价较历史高位仍暴跌逾90%，市值仅5亿多美元。这表明短暂盈利或无法证明商业模式跑通了，未来竞争压力恐将持续加剧。【挣扎着活下来了】2021年，叮咚买菜登陆美国资本市场，国内业务站点遍地开花，拿下了37座大中型城市。然而，与其业务模式、经营体量相似的每日优鲜，从2022年开始出现经营...
Source Link文丨小李飞刀8月21日，叮咚买菜发布2025年上半年“成绩单”，已连续第六个季度盈利了。然而，资本市场反应依旧冷淡，现价较历史高位仍暴跌逾90%，市值仅5亿多美元。这表明短暂盈利或无法证明商业模式跑通了，未来竞争压力恐将持续加剧。【挣扎着活下来了】2021年，叮咚买菜登陆美国资本市场，国内业务站点遍地开花，拿下了37座大中型城市。然而，与其业务模式、经营体量相似的每日优鲜，从2022年开始出现经营...
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