京东、美团“外卖大战”后股价重挫,接下来中概互联怎么看?

同壁财经
8 hours ago

京东和美团的“外卖大战”还在持续,在二级市场上掀起“狂风暴雨”。今天美团、京东集团双双跌超4%,受此拖累,截至11点09分, 恒生科技 指数跌超2%,中概互联ETF(513220)下跌1.77%。两家平台经济龙头大跌,根据摩根大通的观点,市场或担忧京东的进入可能对两家公司短期盈利前景构成下行风险。中期维度来看,机构预计京东在2025年与2026年进入内地外卖市场将获得约5%的市场份额,配送量与...

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