阿里美团大战,“误伤”理想?

36氪
Sep 19

(原标题:阿里美团大战,“误伤”理想?)作者 |范亮编辑 |张帆8月底,随着美团、阿里、京东的财报相继落地,市场对外卖大战的关注焦点,从初级的补贴与单量竞争,升级为对企业长期战略定力和财务实力的综合考验。从自由现金流的角度看,阿里巴巴因持续在云业务等高科技领域投入大量资金,其25Q2自由现金流已经呈现大幅净流出状态。美团方面,随着外卖业务在25Q3进入传统旺季,单量提升可能带来补贴金额的进一步增加...

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