来源:王智远作者:王智远看完美团 Q3 财报,我在朋友圈发了一条感慨:美团这财报太有意思了。按理说,阿里应该趁病要命,继续下探,持续投入即时零售,等 Q4 把大家打到都没耐心时,资本市场可能就会反弹。很多人只看到了美团的数据“炸裂”,大家都在惊呼,王兴为了护城河,这次真下了狠手,把利润表都打穿了。但在智远看来,这哪里是你死我活的决战,分明是一场“默契的疲惫”。因为在今天的互联网语境下,“梭哈”的...
Source Link来源:王智远作者:王智远看完美团 Q3 财报,我在朋友圈发了一条感慨:美团这财报太有意思了。按理说,阿里应该趁病要命,继续下探,持续投入即时零售,等 Q4 把大家打到都没耐心时,资本市场可能就会反弹。很多人只看到了美团的数据“炸裂”,大家都在惊呼,王兴为了护城河,这次真下了狠手,把利润表都打穿了。但在智远看来,这哪里是你死我活的决战,分明是一场“默契的疲惫”。因为在今天的互联网语境下,“梭哈”的...
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