* 中国电商巨头--京东集团港股9618.HK周四早盘一度挫3.3%。
* 随着外卖行业竞争升级，该股本周迄今的跌幅接近8%，同期恒生科技指数.HSTECH涨约3%。
* 中国外卖行业竞争战火愈演愈烈，老牌外卖巨头美团3690.HK近日囿于强迫骑手“二选一”，而进军外卖市场两个月的“新秀”--京东集团则高调宣布对兼职骑手永不强迫“二选一”，京东创始人刘强东亦下场亲自送外卖为自家的外卖生意站台。
分析人士认为，京东外卖的崛起有利于市场充分竞争，预测京东在2025-2026年将获得约5%的市场份额；但长期看预计京东的入局不会显著改变当前外卖市场格局，美团所构建的商户数量等壁垒不容小觑。（完）
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(发稿 刘珞焱；审校 吴云凌)
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