补贴力度明显小了，我_老虎社区_美港股上老虎

补贴力度明显小了，我3个平台十几个号，每天高强度点外卖，明显感觉补贴在收。补贴后商家原价都涨了不少，红包一口气取消，就没人点了。 $美团-W(03690)$ $阿里巴巴-W(09988)$ $京东集团-SW(09618)$

7月18日市场监管总局再次约谈阿里、美团、京东三家外卖，要求外卖平台企业理性竞争。监管屡次约谈，有利于平台减少无意义投入，实现资金的更合理利用。【不再乱卷外卖市场，相关公司股价开始反弹。大家前期有低位布局哪家公司？反弹势头本周还能继续吗？】

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