国际投行点：互联网企业应将资源投向具有更大增长潜力的市场

环球网2025-07-23

7月23日消息，针对近期的外卖市场，高盛、摩根士丹利、瑞银等国际投行，均发布了相关研报。瑞银在研报中指出，目前外卖市场的“烧钱”大战并不值得。外卖补贴过度引发四大负面效应——削弱了线下餐厅客流、行业整体利润压缩、中小餐厅不堪重负、加剧浪费现象。助长用户“低价依赖”思维，加剧行业通缩风险。此前，美团核心本地商业CEO王莆中也表示，卷单量对外卖行业没有价值，美团是“被迫防守”。公开资料显示，外卖市场的...

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