我已经忘记京东了时_老虎社区_美港股上老虎

2025-12-06

我已经忘记京东了时长是一个很重要的因数没能让用户习惯上

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n烧了1200多亿后，外卖大战可能不打了，大赢家是京东？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-03 13:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4579":"人工智能","BK4614":"Manus概念股","BK4588":"碎股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","09988":"阿里巴巴-W","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","03690":"美团-W","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","JD":"京东","BK4551":"寇图资本持仓","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4509":"腾讯概念","09618":"京东集团-SW","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4524":"宅经济概念","BK4220":"综合零售","LU1688375341.USD":"贝莱德中国灵活股票基金","IE0008368742.USD":"首域中国增长基金I Acc","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK4531":"中概回港概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4558":"双十一","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4505":"高瓴资本持仓","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588509764","content_text":"本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这可真的是真金白银烧掉的，不是数字游戏。而三季度，三家继续烧钱，按照三季度的报表，三家巨头如果对比去年同期，应该是少了800多亿的营收，换个角度来讲，就是烧掉了800多亿。结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，美团大约是400来亿，而阿里则超过了500亿。不过，外卖大战打到现在，也差不太多了，接下来估计不会再打了，像阿里之前计划的补贴就是500来亿，到目前已经用的差不多了。而像京东、美团也打的差不多了，不会再去打这外外卖大战了，消费者其实也能够感受得到，进入11月份，其实补贴就越来越少了，到了12月份，那就更少了，原因就是三巨头补贴减少。那么问题就来了，烧了这么多钱，打了半年的大战，谁赢了，谁输了？谁输了不好说，毕竟这种战争本来就很难有输家，三巨头底气很足的，输还真的谈不上。但赢家我觉得是京东，他是真赢了。首先，京东烧的钱，不算最多的，大约也就是300来亿，算是三巨头中较少的了。其次，原来的外卖江湖，其实主要就是被美团、阿里垄断的，没有第三家。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？","news_type":1,"symbols_score_info":{"03690":0.9,"JD":1.5,"09988":0.9,"09618":0.6}},"isVote":1,"tweetType":1,"viewCount":643,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":54,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/508119364235320"}