4月22日，京东集团-SW（09618.HK）股价在盘中大跌5.24%。这一下跌主要源于京东与美团在外卖市场的竞争持续升温，引发了投资者对京东业务前景的担忧。
近日，京东与美团在外卖领域的争端不断升级。京东指责竞争对手强迫骑手"二选一"，并宣布将在未来三个月内招聘10万名全职骑手。作为回应，美团否认了这一指控，并反指京东散布谣言。
值得注意的是，京东创始人刘强东亲自下场送外卖，引起了广泛关注。这一举动被视为京东对外卖业务高度重视的信号。然而，这也可能加剧了投资者对京东在激烈竞争中可能面临的挑战的担忧。
分析人士指出，外卖市场的竞争加剧可能会导致成本上升和利润率下降。京东作为后来者，在与已经建立强大市场地位的美团竞争时可能面临更大压力。这些因素综合导致投资者对京东股票采取谨慎态度，从而引发了股价下跌。
随着竞争的持续升温，市场将密切关注京东在外卖业务上的表现及其对公司整体业绩的影响。投资者可能需要更多时间来评估京东在这一新业务领域的长期发展前景。
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