外卖大战太惨了:阿里亏360亿、美团亏200亿,拉低中国互联网盈利三成?

鞭牛士
Nov 11, 2025

话说,今天居然是双11哎,你们买买买吗?不过,说实话,我是没买啥东西,但的确闪购了好几单。而与此同时,俺也发现,这两天高盛发的一份报告还是有点意思的,其预估了参与外卖大战的几大 互联网 公司的亏损情况,还是挺惊人的。根据媒体援引的高盛报告,仅在第三季度,即时零售业务预计就给阿里巴巴、美团和京东分别带来高达360亿、200亿和130亿元人民币的巨额亏损。而由于外卖大战,这可能导致中国互联网板块出现...

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