卷不过美团，但刘强东伙食费一天只要20元！

2025-04-16

感觉京东玩不过美团，京东外卖现在每天500万个订单，也才只是美团的十分之一，属于跑到红海里厮杀。但是美团搞这个即时零售，据说日成交就有1800万单，而且号称30分钟送货上门，京东的物流配送护城河就没那么稳了。 $京东集团-SW(09618)$

不过刘强东也有自己的路数，要求京东外卖利润率不许高于5%，打脸美团的高佣金，而且人很勤俭呀，每天吃饭只要20元。相信东哥，但我还是看好美团 $美团-W(03690)$

“外卖大战”即将结束？三巨头能否重启升势？

中国外卖“三巨头”港股尾盘继续上攻，美团涨幅扩大至近16%，阿里巴巴、京东涨近5%；阿里巴巴、京东美股夜盘涨近5%。消息面上，国家市场监管总局转载经济日报文章《外卖大战该结束了》。【大家看好“三巨头”股价重启升势吗？是否到了进场时刻？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

不高兴的小欣
2025-04-22
不高兴的小欣
我脸盲…我对钱没概念….我吃饭一天20….我兄弟….
vision
2025-04-16
vision
20块太扯了

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