京东与美团决战外卖,张坤提前减持美团,众基金纷纷移情阿里巴巴

蓝鲸财经
22 Apr

图片来源:视觉中国蓝鲸新闻4月22日讯(记者 敖玉连)先给兄弟们上社保,随后又亲自下场送外卖,刘强东声势浩大搅局外卖赛道。老大哥美团-W(3690.HK),还能稳坐公募爱股的宝座吗?至少,陪伴美团最久的张坤正在离场。最近三个季度,他管理的易方达蓝筹抛售了50%的美团股票。去年三季度,阿里巴巴纳入港股通,张坤一举将阿里买成第二大持仓,港股仓位有限,抛售美团的本意或是把仓位让给阿里。而这也是行业缩影,...

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