美团被夹攻

真是港股圈
Feb 12

阿里今年加大投入闪购,抖音上线抖省省,导致美团前后被夹攻,股价再创新低。AI Agent大概不会取代美团地位,但阿里通过奶茶补贴作为引流,也即外卖大战也没有停止,只是改了个形式,这意味对今年美团的外卖难有什么乐观期待,中期能看的,相信只有在收购叮咚后,能否带来规模效应,令美团在即时零售发展焕然一新。今天科网股普通承压,主要还是受美股科技股回调影响,但和美股一样,其他AI相关的继续爆发,特别夸张的是...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10