这次反垄断阿里确有问_老虎社区_美港股上老虎

2020-12-24

这次反垄断阿里确有问题，但没招呼上美团一起就有点偏颇了。阿里好在有京东和拼多多竞争，美团是真寡头，30%左右的外卖抽成很恐怖，加盟的商家不赚钱、不加盟的商家死一片，应该管管。

阿里有的2选1美团也有，独家加盟20%左右抽水，多平台加盟到30%上下。虽然比2选1排他性会温柔一点，但也是违规的行为，本质都是作用头部优势打压行业2、3位的平台。

所以这次反垄断对互联网行业其实不全是利空，绝对有利于行业2、3位的平台，完全竞争市场的比如小米倒是没啥实质利好。${{359a670b62c34d47a64afbadf272dad2}}$美团-W(03690)$$拼多多(PDD)$

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

madhatter
2020-12-24
madhatter
尚属敲打，影响有限，马云个人传言倒只是吓唬他，想跑路，方法多的是，谁都不想丢颜面，何况马云是这么个公众人物，搞老马搞得不堪，绝对对中国民营经济是核弹级的影响，尚且记住，中国8成就业是民营经济领域，搬起石头砸自己的脚的蠢事，在这种简单的逻辑推理问题中是不会存在的
- 涂河:
  敲打企业，严惩个人，极有可能是这个结果
- madhatter回复被套的感觉一级棒:
  部分赞同，为什么是部分？因为眼前利益和长期利益有时候是要打架的
- madhatter回复Freshpie:
  要知道他们终极目的是什么，吓跑马云们对谁都没有好处，谨记这一点就行了
- madhatter回复yanfeitamiya:
  您可以百度
- yanfeitamiya:
  8成就业是民营经济，哪的数据？
bazz
2020-12-24
bazz
谁让马云讽刺了领导呢,领导不要面子的啊
- 涂河回复Chris_H:
  胡雪岩警告
小do
2020-12-24
小do
后面会来的，但美团毕竟解决了那么多骑手就业，问题倒不是很大，二选一的问题估计也会被处理的。
- 涂河:
  如果不搞社区团购、如果不宰商家太狠，美团就是好公司，一线之间就是好坏
- 阑珊咖啡:
  骑手都是第三方，就跟临时工一样，赚的少什么社保都没有。最近很多报道骑手赶时间出事故的，风向不对。
北京大老板
2020-12-24
北京大老板
美团在外卖市场的份额也没垄断啊，甚至还不如阿里在电商的份额。阿里巴巴这种传销企业长期操纵舆论，真把自己塑造成伟大公司了。作为行业内人我非常看好美团和王秃子，干实事的人，不像马大嘴满嘴跑火车
- 涂河:
  干实事是真的，宰商家也是真的
Dullahan
2020-12-24
Dullahan
送餐行业老二不是阿里巴巴么？这么说还能解读成利好了？
- 阑珊咖啡:
  就算让饿了吗拿到50%的份额也赚不到什么钱。不过本地生活这一块也许能喘口气。这一切都建立在国家确实要一视同仁而不是只是想搞马总。
- 涂河:
  饿了么扶不上墙，也搞这个
天多哥哥
2020-12-24
天多哥哥
京东不能支付宝买，严格来说腾讯系的一样应该被
- 涂河:
  有同感

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