$美团-W(0369_老虎社区_美港股上老虎

Tom稳住啊

09-24

$美团-W(03690)$ 美团感觉现在处于蛰伏期，补贴大战打的太狠，利润大降，但是市场占有率还算是比较稳固的。作为上一次百团大战活下来的团购平台，王兴还是有丰富的团战经验的。

目前有一种故意在降低预期的感觉，等外卖政策落地，再观察一下是不是会起势。[喷血] [喷血] [喷血]

阿里毕竟是一条大船，在细分领域持续投入精力的话，收益大概率不能满足股东会和背后资本的预期，终究还是要往AI概念靠拢的，紧跟大势才能稳住船身。

目前各外卖平台还有些僵持，等大家出现松懈，王兴应该会闪电突围。$阿里巴巴-W(09988)$ $京东集团-SW(09618)$

美团-W股价因合理送餐补贴和Keeta扩张而飙升

美团-W港股涨超3%，本周累计涨幅超12%。这一激增是由食品配送补贴的合理化及其国际品牌Keeta在中东的扩张推动的。分析师和机构已经注意到这些策略对公司股票表现的积极影响。

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。

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ljjhebut
09-24
ljjhebut
一个送外卖的公司，仅仅依靠国内消费水平。国内经济起不来，难有改善
- Tom稳住啊:
  希望它能起来，毕竟我还亏着[捂脸]

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