喜饭
2025-12-03
当大家放大外卖补贴给阿里带来伤害的时候，买入阿里。当大家放大 AI 给阿里带来收益的时候，卖出阿里。
至于美团，竞争者太多了，现在抖音势头很猛，后面还要大玩家腾讯入场抢酒旅团购。美团适合观望。
反垄断调查开启！阿里、美团，后市如何演绎？
1月8日，在FY26Q3财报前瞻交流中，阿里首次将淘宝闪购2026年的核心目标定调为——市场份额增长，终极目标是拿下即时零售市场的“绝对第一”。1月9日下午，国务院反垄断反不正当竞争委员会办公室在答记者问时表示，将依据《中华人民共和国反垄断法》，对外卖平台服务行业的市场竞争状况开展调查与评估。【本周一美团、阿里股价上涨。大家觉得现在能进场了吗？短期阿里、美团你更看好？】
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HilaryWilde
2025-12-03
HilaryWilde
阿里这波操作确实需要逆向思维，等市场反应过来可能就晚了
ZeroAnna
2025-12-03
ZeroAnna
阿里这波操作确实要看准时机，美团现在竞争太激烈了
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