2025年,京东在财报会上披露震撼数字,外卖新业务亏损高达466亿元。CEO许冉一句“2026年外卖业务总投入将比2025年降低”,在市场上掀起热议。到底是外卖不再投入?还是另一场持久战才刚刚开始?问题不止是亏损规模。一个季度亏148亿元,是之前同期的16倍。投入推高了营销和人力成本,2025年营销费用飙升至840亿元,研发、物流等合计1944亿支出,却未见盈利曙光。自由现金流从437亿元骤降到...
Source Link2025年,京东在财报会上披露震撼数字,外卖新业务亏损高达466亿元。CEO许冉一句“2026年外卖业务总投入将比2025年降低”,在市场上掀起热议。到底是外卖不再投入?还是另一场持久战才刚刚开始?问题不止是亏损规模。一个季度亏148亿元,是之前同期的16倍。投入推高了营销和人力成本,2025年营销费用飙升至840亿元,研发、物流等合计1944亿支出,却未见盈利曙光。自由现金流从437亿元骤降到...
Source LinkDisclaimer: 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.