一夜蒸发2600亿,利润暴跌98%!美团在千亿“外卖三国杀”中流血最惨

锐艺商业
Nov 15

高频不可持续,效率终为王道。美团与阿里之间的即时零售大战已进入白热化阶段。2025年第二季度,三大巨头(美团、阿里、京东)在外卖战场狂烧250亿元,阿里全年补贴预估更高达410亿元。这场被瑞银称为“懦夫博弈”的资本厮杀,正引发市场的冰冷回应:三巨头股价持续下探。随着三季度财报季临近,我们通过梳理竞争格局、企业战略与资金实力,试图为投资者揭示即时零售大战的本质与未来走向。01 .阿里参战即时零售:...

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