美团出海反常识决策:巨头扎堆的东南亚,为何首批核心布局直接跳过?

小渔聊零售
Mar 03

中国互联网企业出海,似乎有一条颠扑不破的 “黄金定律”:第一站必选东南亚。地缘上与中国接壤,文化与消费习惯高度相似,6 亿人口中近半数是 30 岁以下的年轻人,互联网渗透率仍在快速提升,这片市场几乎成了所有中国互联网巨头的出海 “必答题”。阿里、腾讯早早通过投资完成布局,TikTok、Shopee 在电商与内容赛道站稳脚跟,就连滴滴、哈啰都曾扎堆东南亚出行市场,唯独美团,走出了一条完全反常识的路。...

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