Nomura: Meituan may become the last "winner" in the takeaway battle

智通財經
2025.07.08 01:32
7 月 7 日，野村中國互聯網及媒體行業主管史家龍在傳媒分享會上表示，在最新一輪的外賣價格戰中，雖然付出高昂成本，美團作為行業先行者和領導者，終將成為外賣市場競爭最後的 “贏家”，即佔據最大的市場份額。史佳龍指出，京東在外賣領域的投資規模超出市場預期，美團與阿里巴巴對其激進投資的反應也遠強於預期。但預計待外賣市場競爭落定，美團和阿里巴巴仍將主導市場，京東則僅能佔據有限份額。
Source: 智通財經 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.