$美团-W(0369_老虎社区_美港股上老虎

2025-06-19

$美团-W(03690)$美团拥有庞大本地生活生态，用户黏性和酒店预订市场份额高。京东开卷虽有流量优势，但美团的服务体验和商户网络都非常强，要我看美团更具有护城河

花旗：维持携程(TCOM.US)、同程(00780.HK)“买入”评级，料可控制供应链反击京东竞争；高盛：京东建立酒店供应链面临挑战，建议买入携程（09961.HK）和同程（00780.HK）。近日京东炫耀三年0佣金，开卷酒旅业务，美团、携程、同程等股价齐跌。大家看好京东的业务扩张吗？这次进军酒旅，能否打赢其他玩家？

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。

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不高兴的小欣
2025-06-19
不高兴的小欣
拼多多打不过美团、抖音没有威胁、京东外卖毫无意义、酒店竞争…….最后美团死了。

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