文丨周铭出品丨大V商业两年前,美团一度跌到谷底。2024年1月,美团的市值只有3500亿元左右,这几乎是2020年之后的最低点,和最高点2.3万亿元相比,市值只剩15%。当时抖音大举进入到团购和餐饮领域,市场担心美团利润最厚的业务要被抖音截胡了。如今历史重演。美团的市值为4100亿元左右,股价最低一度跌至73.6港元每股,相比2025年初腰斩,和两年前的低点只有“一步之遥”。25年初,京东搅动了...
Source Link文丨周铭出品丨大V商业两年前,美团一度跌到谷底。2024年1月,美团的市值只有3500亿元左右,这几乎是2020年之后的最低点,和最高点2.3万亿元相比,市值只剩15%。当时抖音大举进入到团购和餐饮领域,市场担心美团利润最厚的业务要被抖音截胡了。如今历史重演。美团的市值为4100亿元左右,股价最低一度跌至73.6港元每股,相比2025年初腰斩,和两年前的低点只有“一步之遥”。25年初,京东搅动了...
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