$美团-W(0369_老虎社区_美港股上老虎

$美团-W(03690)$ 中国互联网领域近些年一有个说法：传统电商早已见顶。

可能是各大电商巨头企业对此或多或少都有些认同，因此想保持业绩的持续增长，各家普遍选择持续拓展新业务——外卖、AI赋能电商业务的各种故事由此展开。

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empennage
12-13
empennage
外卖，只能是在存量市场里面互卷，美团损失还是很大的，毕竟是主营业务受冲击，其他两家大概率也只能赔本赚吆喝了。不过卷对企业不好，但是对消费者却是好事，希望卷得更猛烈些。

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