美团今天暴跌12%，_老虎社区_美港股上老虎 - 老虎社区

价值投资为王

美团今天暴跌12%，真是惊掉了我的下巴。

遥想2021年4月，我在高点清仓美团，万万没想到，不到3年的时间，曾经看起来坚不可摧的护城河，竟然被抖音打的摇摇欲坠。

卖在高点的巨头还有阿里巴巴，当时竟然错误的以为蚂蚁取消上市只是短期事件，万万没想到，阿里不仅输给了政治，还败给了拼多多。

有时候在想，互联网构筑的护城河，有时是多么的不堪一击！

$阿里巴巴(BABA)$ $美团-W(03690)$

惨遭印度股市涨超，港股何时能迎来腾飞？

印度国家证券交易所（NSE）上市股票市值已超过香港证券交易所，成为全球第七大交易所。在全球经济放缓的逆风中，印度股市近期“势如破竹”的涨势，着实羡煞港股市场的投资者们~ 当前中央经济工作会议发布多项利好政策，港股何时能筑底企稳？印度股市的疯狂涨势又能否在港股上演？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

不要频繁操作
2023-12-01
不要频繁操作
抖音就对到店业务有点影响。抖音外卖没什么订单，成本还很高。物流推广成本都转嫁给消费者了。
- 价值投资为王:
  外卖这种重资产，抖音是干不过，也没必要干，毕竟利润微薄，美团大头利润在酒旅，这块抖音恐怕会形成挑战
JachinWind
2023-11-29
JachinWind
仅靠规模构建起来的优势容易被后发的巨大流量催毁
- 价值投资为王:
  是啊，规模优势可能是最脆弱的护城河了
骑母猪闯红灯
2023-11-29
骑母猪闯红灯
曾经看起来坚不可摧的护城河，竟然被抖音打的摇摇欲坠，抖音什么时候上市？
得失缘
2023-11-29
得失缘
有没有可能现在正是布局美团的最佳时候?
- 霞卷云舒:
  反着想，是一种思考方式
说你逗你还真逗00
2023-11-29
说你逗你还真逗00
不是很喜欢这种人云亦云的文章
奶粉侠
2023-11-29
奶粉侠
美团的基本面并没有什么变化

发表看法

9

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