$美团-W(0369_老虎社区_美港股上老虎

五年一个周期

07-08

$美团-W(03690)$美团拼商战拼运营拼技战术能力没什么好说的，都非常强，我觉得股价最大的拐点会是有关部门下场干预这种极化的补贴内卷行为，甚至我觉得今天的探底回升是有部分聪明钱对反内卷干预预期的投票的。

黄仁勋解决外卖纠纷！阿里能否重现年初行情？

H20利好，阿里拿到算力芯片，昨日尾盘拉升，收涨6%。市场预期阿里不用再拼命搞闪购，美团少了一个强有力的竞争对手，可以安心搞外卖。两家股价周三大涨，【大家觉得阿里是否又打开了想象空间？阿里&美团，都可以买了吗？】

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