$美团-W(0369_老虎社区_美港股上老虎

$美团-W(03690)$看不懂即时零售，但是即时零售动了京东，阿里，甚至 pdd 的蛋糕，京东和阿里已经明确要搞即时零售了。个人看好美团是最能打的那家，逢低补仓，坐等估值修复。

就在美团筹划投资10亿美元进军巴西市场时，其重要股东、Naspers集团（持美团4%股份、价值40亿美元）发出了迄今为止最强烈的回应，准备减持美团股份，并将资金用于“反哺”其在巴西的“亲儿子”——外卖巨头iFood，并表示作为美团股东，对美团的国际扩张策略感到“失望”。【看好外卖行业，但不看好美团？大家对此有何看法？】

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