感觉美团是因为外卖大_老虎社区_美港股上老虎

2025-12-04

感觉美团是因为外卖大战烧钱导致的，它的生态位还是有的，就是不知道啥时候稳定下来

1月8日，在FY26Q3财报前瞻交流中，阿里首次将淘宝闪购2026年的核心目标定调为——市场份额增长，终极目标是拿下即时零售市场的“绝对第一”。1月9日下午，国务院反垄断反不正当竞争委员会办公室在答记者问时表示，将依据《中华人民共和国反垄断法》，对外卖平台服务行业的市场竞争状况开展调查与评估。【本周一美团、阿里股价上涨。大家觉得现在能进场了吗？短期阿里、美团你更看好？】

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TroySwift
2025-12-04
TroySwift
烧钱大战确实难顶，生态位稳定可能还要一两年。

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