$美团-W(0369_老虎社区_美港股上老虎

$美团-W(03690)$ $京东(JD)$ $京东集团-SW(09618)$ 饿了么打了那么多年，仍然在挣扎，这个行业护城河挺深，前车之鉴有不久前鸣金收兵的抖音外卖，京东进攻外卖会真金白银拿出多少钱来打？没有几百上千亿玩不起来，另一方面，美团的小象超市，闪购等业务已经对京东构成了一定的威胁，京东进攻外卖看起来更像是应对美团的进攻，目前的美团动态pe已经来到了20倍出头，比起京东，我个人认为美团应该更关注来自抖音的竞争

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CIANG
02-19
CIANG
很多人说饿了么不如美团，其实我从刚出来用到现在没感觉啥差异....另外现在美团优惠力度上不如饿了吗，饿了么有爆红包，美团会员开了送的5元红包，翻倍的效果不如饿了吗大，且券适应范围变小了[捂脸]
- CIANG:
  是的，我们江苏没感觉两个差距
- JTS:
  市场份额，饿了么大概是美团的三分之一吧，在小城市，美团骑手比饿了么骑手多，接单上，会快很多，大城市可能差距没那么大

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