$美团-W(0369_老虎社区_美港股上老虎

其实抖音做本地生活对美团利大于弊，既做大了市场，又大幅提升了行业天花板。关键是它用的是美团之前走过的弯路，反正竞争对手迟早会出现。一个差异化的对手，远好过一个同质化的对手。只是短期大家都被它这种快速起量的打法搞懵了，殊不知，当规模达到一定量级，抖音本地生活增速也会迅速下降，时间就是今年，双方的增速在下半年很可能会拉平，而美团的质量则要高的多

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