京东外卖困局:300亿血战,为何给阿里做了嫁衣?

无相商业趋势
Nov 17, 2025

自京东高调进军外卖行业以来,他们的股价已经跌了近30%,而同期的A股上证指数却上涨了超过20%。这种反差着实让京东的投资者感到难受。而让他们更难受的是,最新的京东三季度财报显示:集团营收2991亿元,同比增长14.9%,延续了增长态势;但新业务经营亏损高达157.36亿元,前三季度累计亏损318.4亿元,相当于每天一睁眼就烧掉1.16亿元。可外卖日订单量仍停滞在半年前的2500万单。尽管刘强东亲自...

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