美经网研究员王四维中国互联网行业正经历一场由“即时零售”引发的利润寒冬。据高盛最新报告,阿里巴巴、京东和美团三家公司在刚刚结束的季度中,因在外卖及小时达业务上的巨额补贴投入,导致集团整体盈利大幅下滑甚至陷入深度亏损。市场普遍预计,三家公司仅在9月单季就合计亏损近700亿元,其中阿里巴巴亏损360亿元,美团约200亿元,京东130亿元——这一数字远超二季度水平,也刷新了近年来本地生活赛道的烧钱纪录。...
Source Link美经网研究员王四维中国互联网行业正经历一场由“即时零售”引发的利润寒冬。据高盛最新报告,阿里巴巴、京东和美团三家公司在刚刚结束的季度中,因在外卖及小时达业务上的巨额补贴投入,导致集团整体盈利大幅下滑甚至陷入深度亏损。市场普遍预计,三家公司仅在9月单季就合计亏损近700亿元,其中阿里巴巴亏损360亿元,美团约200亿元,京东130亿元——这一数字远超二季度水平,也刷新了近年来本地生活赛道的烧钱纪录。...
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