美团王兴回应京东外卖百亿补贴，谈外卖市场竞争和补贴战略 - 老虎社区

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- 大宝二宝麻麻大宝二宝麻麻
  ·05-27
  136上车的，跌惨了[开心]
  千亿美元市值蒸发！京东美团“外卖大战”的代价
  自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值蒸发千亿美元。分析认为，京东进军外卖业务的“烧钱”模式加剧了市场对科技巨头长期盈利能力的担忧。
  千亿美元市值蒸发！京东美团“外卖大战”的代价
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- 大宝二宝麻麻大宝二宝麻麻
  ·05-27
  136上车的，跌惨了[开心]
  千亿美元市值蒸发！京东美团“外卖大战”的代价
  自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值蒸发千亿美元。分析认为，京东进军外卖业务的“烧钱”模式加剧了市场对科技巨头长期盈利能力的担忧。
  千亿美元市值蒸发！京东美团“外卖大战”的代价
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href=\"https://laohu8.com/S/002470\">金正大</a>规模向具备更强AI能力的公司转移，</strong>这给美团和京东等传统电商平台带来额外压力，使得缺乏明显AI优势的平台股价承压。</p><p>此外，京东采取了激进的补贴策略来推广其食品配送平台，<strong>这种“烧钱”模式加剧了市场对科技巨头长期盈利能力的担忧。</strong></p><p>分析指出，这种激进的市场争夺不仅侵蚀短期利润，更可能引发持续的价格战，进一步加剧行业的不确定性。</p><p>在周二公布最新财报后，美团股价一度下跌超5%，年内累计跌幅达15%。</p><p>在昨晚举行的财报电话会上，对于京东百亿补贴对美团外卖业务造成的影响，美团CEO王兴回应称美团“将不惜代价赢得竞争。”</p><p>这意味着外卖平台的激烈竞争可能将继续。王兴表示，美团将继续捍卫其市场份额，现在无法给出第二季度和今年剩余时间的准确财务指引，<strong>但二季度核心本地商业收入的同比增长率将从第一季度的水平放缓，核心本地商业的经营利润在二季度将同比下降显著。</strong></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>千亿美元市值蒸发！京东美团“外卖大战”的代价</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n千亿美元市值蒸发！京东美团“外卖大战”的代价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-27 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747926><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“外卖大战”引千亿市值蒸发，美团京东陷价格厮杀泥潭。据统计，自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值总计缩水约1000亿美元。据报道，在DeepSeek冲击下，市场资金正大规模向具备更强AI能力的公司转移，这给美团和京东等传统电商平台带来额外压力，使得缺乏明显AI优势的平台股价承压。此外，京东采取了激进的补贴策略来推广其食品...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747926\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c63e17872267f05cd8ffaade174cabea","relate_stocks":{"89618":"京东集团-SWR","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","BK4614":"Manus概念股","BK1589":"北水核心资产","BK1618":"Manus概念股","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","HMTD.SI":"Meituan HK SDR 5to1","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","03690":"美团-W","BK1604":"节假日概念","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" 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14:55","market":"hk","language":"zh","title":"千亿美元市值蒸发！京东美团“外卖大战”的代价","url":"https://stock-news.laohu8.com/highlight/detail?id=2538431644","media":"华尔街见闻","summary":"自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值蒸发千亿美元。分析认为，京东进军外卖业务的“烧钱”模式加剧了市场对科技巨头长期盈利能力的担忧。","content":"<html><head></head><body><p>“外卖大战”引千亿市值蒸发，美团<a href=\"https://laohu8.com/S/JD\">京东</a>陷价格厮杀泥潭。</p><p>据统计，<strong>自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值总计缩水约1000亿美元。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98513500638f532bba268eb7dddb3cee\" tg-width=\"560\" tg-height=\"240\"/></p><p>据报道，在DeepSeek冲击下，<strong>市场资<a href=\"https://laohu8.com/S/002470\">金正大</a>规模向具备更强AI能力的公司转移，</strong>这给美团和京东等传统电商平台带来额外压力，使得缺乏明显AI优势的平台股价承压。</p><p>此外，京东采取了激进的补贴策略来推广其食品配送平台，<strong>这种“烧钱”模式加剧了市场对科技巨头长期盈利能力的担忧。</strong></p><p>分析指出，这种激进的市场争夺不仅侵蚀短期利润，更可能引发持续的价格战，进一步加剧行业的不确定性。</p><p>在周二公布最新财报后，美团股价一度下跌超5%，年内累计跌幅达15%。</p><p>在昨晚举行的财报电话会上，对于京东百亿补贴对美团外卖业务造成的影响，美团CEO王兴回应称美团“将不惜代价赢得竞争。”</p><p>这意味着外卖平台的激烈竞争可能将继续。王兴表示，美团将继续捍卫其市场份额，现在无法给出第二季度和今年剩余时间的准确财务指引，<strong>但二季度核心本地商业收入的同比增长率将从第一季度的水平放缓，核心本地商业的经营利润在二季度将同比下降显著。</strong></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>千亿美元市值蒸发！京东美团“外卖大战”的代价</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n千亿美元市值蒸发！京东美团“外卖大战”的代价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-27 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747926><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“外卖大战”引千亿市值蒸发，美团京东陷价格厮杀泥潭。据统计，自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值总计缩水约1000亿美元。据报道，在DeepSeek冲击下，市场资金正大规模向具备更强AI能力的公司转移，这给美团和京东等传统电商平台带来额外压力，使得缺乏明显AI优势的平台股价承压。此外，京东采取了激进的补贴策略来推广其食品...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747926\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c63e17872267f05cd8ffaade174cabea","relate_stocks":{"89618":"京东集团-SWR","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","BK4614":"Manus概念股","BK1589":"北水核心资产","BK1618":"Manus概念股","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","HMTD.SI":"Meituan HK SDR 5to1","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","03690":"美团-W","BK1604":"节假日概念","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" 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