外卖行业反不当竞争,说的谁,能否见效?

卓哥投研笔记
Jan 10

8号,多家媒体报道,“淘宝闪购计划今年继续加大投入,目标达到市场绝对第一”。第二天,9号,国务院双反办公室就声明,将对外卖行业“内卷式竞争”展开调查。而且根据最新中央经济工作会议,排前三的重要事项是内需、AI以及反内卷。卓哥来逐句解读。“问:请介绍一下国务院反垄断反不正当竞争委员会办公室宣布对外卖平台服务行业开展市场竞争状况调查评估的相关背景和主要考虑?”第一个重点:国务院首次下场。2025年5月...

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