卷不过美团，但刘强东伙食费一天只要20元！

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 $美团-W(03690)$

京东开卷酒旅！建议买入携程？

花旗：维持携程(TCOM.US)、同程(00780.HK)“买入”评级，料可控制供应链反击京东竞争；高盛：京东建立酒店供应链面临挑战，建议买入携程（09961.HK）和同程（00780.HK）。近日京东炫耀三年0佣金，开卷酒旅业务，美团、携程、同程等股价齐跌。大家看好京东的业务扩张吗？这次进军酒旅，能否打赢其他玩家？

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
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
04-16
vision
20块太扯了

发表看法

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