左手阿里，右手美团：_老虎社区_美港股上老虎 - 老虎社区

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Jason_知行合一
12-02

左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证

目前阿里巴巴(BABA) 和美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰：

1. 阿里端：双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。

2. 美团端：竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。

个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸

# 阿里向上，美团向下！现在怎么投？

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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叶子姑娘
·12-03
再加一个拼多多
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- Jason_知行合一:
  那中概➕得太重了
  12-04
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XantheJuliana
·12-02
阿里美团双赢逻辑站得住，坐等吃肉！
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