美团的问题，说到底就_老虎社区_美港股上老虎

美团的问题，说到底就是和京东的竞争。外卖份额会降低多少？利润率会受损多少？瞎猜一下，大概率和去年抖音入局到店业务的情况差不多。预期修复了，美团的股价应该也会涨起来。持续关注，希望能捡到个好价格。$美团-W(03690)$

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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