没了补贴，外卖就看谁_老虎社区_美港股上老虎

欲山行

2025-12-01

没了补贴，外卖就看谁的配送效率高。美团平均27分钟，巴巴、京东这些平均35分钟。补贴潮水退去，美团肯定能价值回归 $美团-W(03690)$

美团进场机会？无人机航网发布会来袭！

美团投资了许多机器人公司，现在开始布局无人机运送货物，北京时间12月19日下午两点，美团将举办无人机低空航网发布会。【大家看好美团此项举措吗？美团能否低位布局？】

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叁陆玖
2025-12-01
叁陆玖
有道理但是阿里有钱啊他们发现ai弄不了以后回头来搞补贴美团正面硬钢烧不过的

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