$美团-W(0369_老虎社区_美港股上老虎

2023-12-18

$美团-W(03690)$ 美团的护城河是餐饮外卖与闪购、到店、酒店旅游等为核心的本地商业业务，经过美团十几年的开疆辟土和普及心智下，护城河越拓越宽，实力也毋庸置疑，2022年，美团在外卖领域的市场份额逼近70%，营收是饿了么的3倍，也以1个亿DAU的绝对优势，领先于1700万左右DAU的饿了么，不过近些年来自于抖音的压力越来越大，市场的忧患也很大，目前这情况适合谨慎乐观

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和小康
2023-12-19
和小康
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