$美团-W(0369_老虎社区_美港股上老虎

$美团-W(03690)$我的想法是，美团的到店和外卖给个估值底部。然后零售电商再怎么和京东、阿里打，那也是增量啊

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？

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