被京东美团大战“殃及”,顺丰同城亟需新“定性”

钛媒体APP
17 Apr

文 | 思辨财经在即时零售以及餐饮连锁化多重利好作用下,我们对同城配送是抱以厚望的。2024年又恰逢顺丰同城正式进入盈利周期(行业首个盈利企业),无论是站在“内在价值”角度抑或是追逐“热门板块”,企业在资本市场都是应该得到积极反馈的。但理论与现实又一次错位,2024年Q4之后顺丰同城股价反而经历了明显的横行周期,这让我们不得不重新审视上述框架:我们和市场,究竟是谁错判了企业?造成顺丰同城股价波动的...

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