25Q3,美团交出收入下滑2%,亏损160亿(去年同期净利润128亿元)的成绩单。闪购三兄弟,有一个算一个,全都亏麻了。与此同时,美团今年股价下跌34%,在港美股互联网公司里算是表现比较差的那一拨。但即使如此,在美团投资者这里,有一个深度人心的逻辑,给他们注入强烈的信心:“不要怕,美团UE(Unit Economics,单位经济)模型更好,包含外卖和即时零售的闪购业务,与阿里相比,每单利差在2至3...
Source Link25Q3,美团交出收入下滑2%,亏损160亿(去年同期净利润128亿元)的成绩单。闪购三兄弟,有一个算一个,全都亏麻了。与此同时,美团今年股价下跌34%,在港美股互联网公司里算是表现比较差的那一拨。但即使如此,在美团投资者这里,有一个深度人心的逻辑,给他们注入强烈的信心:“不要怕,美团UE(Unit Economics,单位经济)模型更好,包含外卖和即时零售的闪购业务,与阿里相比,每单利差在2至3...
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