大行评级 | 大和：抖音拓展外卖服务料对美团(3690.HK)短期威胁有限

金融界网站2022-12-08

格隆汇12月8日丨大和发表报告指，据悉字节跳动旗下抖音将拓展外卖服务，并与多间物流商合作，目前正于北京、上海和成都等重点一、二线城市试行服务。　　该行认为，抖音在短期内比较像是为品牌餐厅提供促销渠道，从而按实际交易价值收取约1%至2%佣金，相信短期内对美团(3690.HK)外送市场占有率影响有限。该行又指，抖音上的大部分GMV都主要自于用户浏览视频时的冲动购物，对比美团则是用户基于需求而进行搜索，...

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Marymiu
2022-12-16
Marymiu
最有钱的公司都不干点儿正事儿，就知道人云亦云

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大行评级 | 大和：抖音拓展外卖服务 料对美团(3690.HK)短期威胁有限

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大行评级 | 大和：抖音拓展外卖服务料对美团(3690.HK)短期威胁有限