$叮咚买菜(DDL)_老虎社区_美港股上老虎 - 老虎社区

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SHLZG
2025-12-19

$叮咚买菜(DDL)$ 美团把社区买菜的业务关了，前前后后亏了将近1000亿，成本降不下来。

这两天的突击上涨应该是大玩家下场后，赛道上的对手减少了，市场又重新认可了叮咚买菜的价值，目前股价应该能稳定在3块左右区间，大的上涨还是需要市场端继续验证的，毕竟买菜的这个赛道利润太薄，太辛苦！

前段时间2块以下入的，可以暂时休息一下，等待下一个周期

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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快高涨大
·2025-12-19
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如果是因为这个原因涨的话，短时间内会跌回两块。
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- SHLZG:
  嗯，这个票你跟的时间比较久，也有这个可能
  2025-12-19
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