美团-W股价因合理送餐补贴和Keeta扩张而飙升 - 老虎社区

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09-18

港股异动 | 美团再涨超3%，keeta加速拓展中东市场，机构称外卖平台补贴策略已趋于理性

港股异动 | 美团再涨超3%，keeta加速拓展中东市场，机构称外卖平台补贴策略已趋于理性

09-18

港股异动 | 美团-W(03690.HK)再涨超4% keeta加速拓展中东市场机构称外卖平台补贴策略已趋于理性

港股异动 | 美团-W(03690.HK)再涨超4% keeta加速拓展中东市场机构称外卖平台补贴策略已趋于理性

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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。$阿里巴巴-W(09988)$ $京东集团-SW(09618)$

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