瑞银料外卖战补贴8月见顶阿里及京东估值具吸引力

金融界2025-07-18

瑞银发表报告指，食品外卖平台补贴大战预计8月见顶，随后可能转向即时电商领域。专家预计，到年底，美团目标保持60%的总商品成交市场份额，饿了么30%，京东10%。7月所有外卖平台可能已陷入亏损。相较而言，美团在补贴效率上更具优势，通过创新供给模式如拼好饭及自有配送员规模优势，优化商家和用户补贴。而其他平台需加大对第三方配送员的投入。瑞银认为，短期内电商股股价可能因竞争不确定性持续波动。美团因较高估值...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718105645a6b10a87&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银发表报告指，食品外卖平台补贴大战预计8月见顶，随后可能转向即时电商领域。专家预计，到年底，美团目标保持60%的总商品成交市场份额，饿了么30%，京东10%。7月所有外卖平台可能已陷入亏损。相较而言，美团在补贴效率上更具优势，通过创新供给模式如拼好饭及自有配送员规模优势，优化商家和用户补贴。而其他平台需加大对第三方配送员的投入。瑞银认为，短期内电商股股价可能因竞争不确定性持续波动。美团因较高估值...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718105645a6b10a87&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999002463.SGD","symbol_name":"LionGlobal China Growth 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瑞银料外卖战补贴8月见顶 阿里及京东估值具吸引力

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瑞银料外卖战补贴8月见顶阿里及京东估值具吸引力