$美团-W(0369_老虎社区_美港股上老虎 - 老虎社区

$美团-W(03690)$社区团购是不是对盒马的降维打击呢？社区团购冲击比较大的就是商超和菜场，而盒马这两个都具有，而且模式还更重，在社区团购面前能一战吗？这就是阿里社区团购动作慢的原因吗，毕竟盒马已经花了几百亿，现在又要自己革自己的命，所以下不了手吗？

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Tony特别帅
2020-11-13
Tony特别帅
盒马面向高端生鲜消费，供应链和社区团购不太一样吧
- Bianhao23:
  高端都是被低端打败的～社区团购会切掉很多客源～本来就盈利困难，再被搞下，永远无法盈利～

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