抄底美团还是相信阿里

真是港股圈
Sep 26

今年以来,外卖大战出乎所有人的预料,京东加入,起初大家并不当一回事,毕竟京东是杀敌八百,自损一千,不可持续,但在京东大张旗鼓扩张之际,阿里更大规模补贴,导致三足鼎立,外卖大战重现多年前的恶战,美团被双重夹击,份额急剧下滑。对于这场战斗,美团毫无疑问是第一输家,没有别的业务作支撑,Q3大幅亏损近在眼前,也是今年港股表现倒数冠军,跌30%,是市值减少最多的个股,作为对比,京东今年不涨跌,阿里涨1倍。...

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