美团的“中东战略”:300亿美元外卖市场的机会

华尔街见闻
07 Mar

中国互联网巨头美团正将目光投向一片新的应许之地——中东。 3月5日,一份来自大摩的研报揭示了美团的“中东战略”,一场围绕300亿美元外卖市场的激烈角逐即将上演。 大摩Gary Yu团队指出,海湾合作委员会(GCC)国家,包括沙特阿拉伯、阿联酋、科威特、阿曼、巴林和卡塔尔,其在线外卖市场将在2028年达到300亿美元的规模,2024-2028年的复合年增长率(CAGR)高达15%。 相比之下,英国、...

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