携程患癌?监管治标,竞争治本

洞见财经
Jan 15

意料之外,情理之中。拼多多“小作文”的余温还没散,携程已先一步炸场:市场监管总局立案调查,直指携程涉嫌滥用市场支配地位实施垄断行为。不是突发的“急症”,而是平台生态长期失衡、垄断病灶持续滋生后的必然爆发。资本的反应永远最直接。截至1月14日美股收盘,携程美股单日重挫17.05%;港股15日盘中一度跌超20%,体现了市场对监管风暴的恐慌与观望。我第一时间找相熟的专业人士聊了聊,得到的回复很克制:“...

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