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e6982004486
2021-04-12

[微笑]

靴子落地，阿里大涨，美团腾讯跌，下一个呼之欲出？

今天早晨，$阿里巴巴(BABA)$ 董事局主席张勇表示，预计监管部门的反垄断处罚不会造成重大负面影响；阿里巴巴将出台措施，降低电子商务平台上商户的进入壁垒和业务成本。然后阿里股价逆势大涨超过5%但是但是，美团大跌超过5%腾讯也跌了不少看起来市场都担心下一个是美团腾讯啊！$美团-W(03690)$ $腾讯控股(00700)$ 我觉得阿里反垄断落地了，但是蚂蚁的事情还没落地。反垄断不会只反阿里，谨慎看待腾讯美团，特别是美团，本身利润没几个钱，这么一大笔反馈对腾讯阿里可能不怎么痛，对美团就惨了。

靴子落地，阿里大涨，美团腾讯跌，下一个呼之欲出？

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