$美团-W(0369_老虎社区_美港股上老虎

美团和pdd都有，它们都发财报了，但走势和财报感受不太相符，看财报卖了点美团，加了pdd，可是这笔操作目前看很烂。细想可能确实不对，竞争环境会有一些变化，核心就是字节。去年字节发力本地，美团趴下，但字节流量见顶，本地和电商二选一，毫无疑问选电商，而且字节方向就是摸着pdd过河。国内国外电商全面pk，国内最强团队要开打了。我要站美团了！

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