外卖三傻就是刘强东瞎_老虎社区_美港股上老虎

外卖三傻就是刘强东瞎搅局，搞无效竞争，几个月就抹去了1万亿市值。让外资看到我们的互联网科技公司根本不是科技公司，而是没有护城河的零售商，只会低效内卷，共同灭亡。 $京东(JD)$ $美团-W(03690)$ $阿里巴巴(BABA)$

阿里巴巴当前“双线作战”的宏大布局：一是通过高德地图等产品重燃消费战场，争夺线下流量入口；另一方面，通过发债等金融工具（阿里宣布计划发行约32亿美元“零息可转债”），确保以云计算和AI为核心的长期技术壁垒能够被持续加固。【阿里再次大规模融资，大家看好阿里的战略前景吗？美团如何才能突破阿里的“围追堵截”？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

麦地一阵风
08-15
麦地一阵风
靠内卷做增量的公司哪里来的核心竞争力
- 买股票的打铁匠:
  是的
请叫我八点起床
08-15
请叫我八点起床
支持京东 [开心] [开心]
- 买股票的打铁匠:
  为啥呢，说出你的理由
暴涨暴赚
08-15
暴涨暴赚
700 还是**
- 暴涨暴赚回复买股票的打铁匠:
  无敌
- 买股票的打铁匠:
  **是说的啥
赖先生甜蜜的人生
08-18
赖先生甜蜜的人生
感谢，对消费者是好事
Sacred Rabbit
08-14
Sacred Rabbit
三傻把中国经济带蹦了
2025腾飞
08-15
2025腾飞
京东是最**的公司

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":467600644788248,"tweetId":"467600644788248","gmtCreate":1755182560126,"gmtModify":1755517202519,"author":{"id":10000000000010488,"idStr":"10000000000010487","authorId":10000000000010488,"authorIdStr":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":171,"starInvestorFlag":false},"themes":[{"themeId":"418c048ae18243fd9afdbe8a85c9955d","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"阿里再次大规模融资！美团该如何突破“重围”？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":418c048ae18243fd9afdbe8a85c9955d}&rnconfig={\"headerBarHidden\": true}","description":"阿里巴巴当前“双线作战”的宏大布局：一是通过高德地图等产品重燃消费战场，争夺线下流量入口；另一方面，通过发债等金融工具（阿里宣布计划发行约32亿美元“零息可转债”），确保以云计算和AI为核心的长期技术壁垒能够被持续加固。【阿里再次大规模融资，大家看好阿里的战略前景吗？美团如何才能突破阿里的“围追堵截”？】","image":"https://static.tigerbbs.com/1c704ddb3de990afecb7bc81bc962fee"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>外卖三傻就是刘强东瞎搅局，搞无效竞争，几个月就抹去了1万亿市值。让外资看到我们的互联网科技公司根本不是科技公司，而是没有护城河的零售商，只会低效内卷，共同灭亡。 <a data-mention-id=\"JD\" class=\"teditor-mention\" data-mention-name=\"京东\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>  <a data-mention-id=\"03690\" class=\"teditor-mention\" data-mention-name=\"美团-W\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>  <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>外卖三傻就是刘强东瞎搅局，搞无效竞争，几个月就抹去了1万亿市值。让外资看到我们的互联网科技公司根本不是科技公司，而是没有护城河的零售商，只会低效内卷，共同灭亡。 <a data-mention-id=\"JD\" class=\"teditor-mention\" data-mention-name=\"京东\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>  <a data-mention-id=\"03690\" class=\"teditor-mention\" data-mention-name=\"美团-W\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>  <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> </p></body></html>","text":"外卖三傻就是刘强东瞎搅局，搞无效竞争，几个月就抹去了1万亿市值。让外资看到我们的互联网科技公司根本不是科技公司，而是没有护城河的零售商，只会低效内卷，共同灭亡。 $京东(JD)$ $美团-W(03690)$ $阿里巴巴(BABA)$","highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":10,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/467600644788248","repostId":0,"isVote":1,"tweetType":1,"viewCount":6832,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JD","BABA","03690","09988","09618","MPNGY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":193,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":467791938113800,"commentId":"467791938113800","gmtCreate":1755224001527,"gmtModify":1755224005689,"authorId":4194050781321502,"author":{"id":4194050781321502,"idStr":"4194050781321502","authorId":4194050781321502,"name":"麦地一阵风","avatar":"https://static.tigerbbs.com/ec11ed69421255f1d532482c8bf6a02e","vip":1,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"靠内卷做增量的公司哪里来的核心竞争力","text":"靠内卷做增量的公司哪里来的核心竞争力","html":"靠内卷做增量的公司哪里来的核心竞争力","likeSize":0,"commentSize":1,"subComments":[{"id":467921363021848,"commentId":"467921363021848","gmtCreate":1755260860486,"gmtModify":1755260865323,"authorId":10000000000010488,"author":{"id":10000000000010488,"idStr":"10000000000010487","authorId":10000000000010488,"name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":467791938113800,"supIdStr":"467791938113800","prevId":0,"prevIdStr":"0","content":"是的","text":"是的","html":"是的","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":467802492678608,"commentId":"467802492678608","gmtCreate":1755226323329,"gmtModify":1755227080056,"authorId":3547845431307497,"author":{"id":3547845431307497,"idStr":"3547845431307497","authorId":3547845431307497,"name":"请叫我八点起床","avatar":"https://static.tigerbbs.com/b862a362dca037fa81a7a234d5637762","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"支持京东 [开心] [开心]","text":"支持京东 [开心] [开心]","html":"支持京东 [开心] [开心]","likeSize":0,"commentSize":1,"subComments":[{"id":467920768303304,"commentId":"467920768303304","gmtCreate":1755260837982,"gmtModify":1755260843202,"authorId":10000000000010488,"author":{"id":10000000000010488,"idStr":"10000000000010487","authorId":10000000000010488,"name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":467802492678608,"supIdStr":"467802492678608","prevId":0,"prevIdStr":"0","content":"为啥呢，说出你的理由","text":"为啥呢，说出你的理由","html":"为啥呢，说出你的理由","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":467732157309344,"commentId":"467732157309344","gmtCreate":1755209058845,"gmtModify":1755209062954,"authorId":3435615840878311,"author":{"id":3435615840878311,"idStr":"3435615840878311","authorId":3435615840878311,"name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"700 还是**","text":"700 还是**","html":"700 还是**","likeSize":0,"commentSize":2,"subComments":[{"id":467955201761680,"commentId":"467955201761680","gmtCreate":1755263678752,"gmtModify":1755263683146,"authorId":3435615840878311,"author":{"id":3435615840878311,"idStr":"3435615840878311","authorId":3435615840878311,"name":"暴涨暴赚","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":10000000000010488,"repliedAuthor":{"id":10000000000010488,"idStr":"10000000000010487","authorId":10000000000010488,"name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":467732157309344,"supIdStr":"467732157309344","prevId":467921184104472,"prevIdStr":"467921184104472","content":"无敌","text":"无敌","html":"无敌","disclaimerType":0},{"id":467921184104472,"commentId":"467921184104472","gmtCreate":1755260816806,"gmtModify":1755260821214,"authorId":10000000000010488,"author":{"id":10000000000010488,"idStr":"10000000000010487","authorId":10000000000010488,"name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":467732157309344,"supIdStr":"467732157309344","prevId":0,"prevIdStr":"0","content":"**是说的啥","text":"**是说的啥","html":"**是说的啥","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":468933185347656,"commentId":"468933185347656","gmtCreate":1755516912236,"gmtModify":1755516916104,"authorId":4108544752160810,"author":{"id":4108544752160810,"idStr":"4108544752160810","authorId":4108544752160810,"name":"赖先生甜蜜的人生","avatar":"https://static.tigerbbs.com/0b804a983843114d2bf1574358eede43","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.54%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"感谢，对消费者是好事","text":"感谢，对消费者是好事","html":"感谢，对消费者是好事","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":467626988548272,"commentId":"467626988548272","gmtCreate":1755184051143,"gmtModify":1755186603464,"authorId":4199543189920392,"author":{"id":4199543189920392,"idStr":"4199543189920392","authorId":4199543189920392,"name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.03","exceedPercentage":"80.94%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"三傻 把 中国 经济 带蹦了","text":"三傻 把 中国 经济 带蹦了","html":"三傻 把 中国 经济 带蹦了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":467784088986056,"commentId":"467784088986056","gmtCreate":1755221780060,"gmtModify":1755222990874,"authorId":4133585145462200,"author":{"id":4133585145462200,"idStr":"4133585145462200","authorId":4133585145462200,"name":"2025腾飞","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.07","exceedPercentage":"93.14%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":467600644788248,"objectIdStr":"467600644788248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"京东是最**的公司","text":"京东是最**的公司","html":"京东是最**的公司","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/467600644788248"}