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@话题虎：股价跌得稀碎！京东被迫进场“卷”美团，谁能笑到最后？

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src=\"https://static.tigerbbs.com/d7721df3d2f109e2ac41fb4673250e6e\" tg-width=\"960\" tg-height=\"540\"></p><p></p><p>当初百度、京东、美团、饿了么四家大战的时候，后面两家赢了。现在美团的即时零售撼动了京东的基本盘，不得已京东开始在“本地生活”领域反击美团，京东&amp;美团外卖打得火热，这边王兴发文怒怼、明嘲暗讽，那边刘强东亲自送货到家、下场督战💪</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/542eba3d884b5fcf015d730e9d6bdacc\" tg-width=\"1179\" tg-height=\"1166\"></p><p></p><p><span style=\"color:#169179;\" class=\"color-mark\">为京东拍手叫好的那部分人</span>，大概观点是，美团在外卖领域占了三分之二的份额，剥削骑手商家，赚取暴利，以前饿了么没打赢，现在京东入局帮助了底层人民！</p><p><span style=\"color:#169179;\" class=\"color-mark\">为美团撑腰的</span>，大概观点是，首先，靠“价格战”是难以撼动美团的，美团还在积极开拓海外市场，致使京东的市场竞争和利润压力都很大；其次，所谓的“利润不超过5%”，也并不值得庆祝，分析师预测几家主流外卖平台2024年的净利润是1.5%-3.3%，美团净利也就2.8；另外“交社保”也是美团大概22年就开始做的<span class=\"teditor-emoji\">[吃瓜]</span></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9ae734a3c5059b0d36fab8a1b6ef7fa\" tg-width=\"489\" tg-height=\"273\"></p><p></p><p>至于最后会是怎样的结果，彭博行业研究分析师在 4 月 17 日的一份报告中写道，<span style=\"color:#169179;\" class=\"color-mark\">京东和美团在线配送之间的竞争可能会限制两家公司 2025 年的利润上涨空间</span>，大摩预计在利润方面，竞争对美团的伤害是-2%，京东是-5%到-7%之间，毕竟美团这些年从各种厮杀中生存下来，战斗力还是很强的，maybe打到最后，反倒是饿了么最受伤？<span class=\"teditor-emoji\">[暗中观察]</span></p><p></p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">美团&amp;京东这几个回合的大战看下来，大家觉得谁能笑到最后？现在股价两边都回到了今年来的低位，你会选择上车哪一家？</span></strong></p><p><strong>评论区分享你的观点或操作策略，一起赢取1000虎币奖励！</strong>🎁 <a data-mention-id=\"09618\" class=\"teditor-mention\" data-mention-name=\"京东集团-SW\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a data-mention-id=\"03690\" class=\"teditor-mention\" data-mention-name=\"美团-W\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a data-mention-id=\"MPNGY\" class=\"teditor-mention\" data-mention-name=\"美团ADR\" href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$</a> <a data-mention-id=\"JD\" class=\"teditor-mention\" data-mention-name=\"京东\" 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href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$</a> <a data-mention-id=\"JD\" class=\"teditor-mention\" data-mention-name=\"京东\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a></p><p></p><p></p></body></html>","text":"美团、京东先各打50大板，在指数整体上扬的情况下，两家股价双双拖后腿，较 3 月份的高点均下跌超 25%： 当初百度、京东、美团、饿了么四家大战的时候，后面两家赢了。现在美团的即时零售撼动了京东的基本盘，不得已京东开始在“本地生活”领域反击美团，京东&美团外卖打得火热，这边王兴发文怒怼、明嘲暗讽，那边刘强东亲自送货到家、下场督战💪 为京东拍手叫好的那部分人，大概观点是，美团在外卖领域占了三分之二的份额，剥削骑手商家，赚取暴利，以前饿了么没打赢，现在京东入局帮助了底层人民！ 为美团撑腰的，大概观点是，首先，靠“价格战”是难以撼动美团的，美团还在积极开拓海外市场，致使京东的市场竞争和利润压力都很大；其次，所谓的“利润不超过5%”，也并不值得庆祝，分析师预测几家主流外卖平台2024年的净利润是1.5%-3.3%，美团净利也就2.8；另外“交社保”也是美团大概22年就开始做的[吃瓜] 至于最后会是怎样的结果，彭博行业研究分析师在 4 月 17 日的一份报告中写道，京东和美团在线配送之间的竞争可能会限制两家公司 2025 年的利润上涨空间，大摩预计在利润方面，竞争对美团的伤害是-2%，京东是-5%到-7%之间，毕竟美团这些年从各种厮杀中生存下来，战斗力还是很强的，maybe打到最后，反倒是饿了么最受伤？[暗中观察] 美团&京东这几个回合的大战看下来，大家觉得谁能笑到最后？现在股价两边都回到了今年来的低位，你会选择上车哪一家？ 评论区分享你的观点或操作策略，一起赢取1000虎币奖励！🎁 $京东集团-SW(09618)$ $美团-W(03690)$ $美团ADR(MPNGY)$ 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