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12-12
$美团-W(03690)$
中国经济数年内不会有改观，不会出现普涨，只会有结构性牛市，而对于互联网企业来说，能出海才能活，美团出不去。明年人民币会跌到7.5以上，美元计价美团的营收利润会掉，无法赚到美元的企业都会死。拉内需只是一时权宜之计，长久不了。
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