$美团-W(0369_老虎社区_美港股上老虎

NEALCAFFREY
2020-12-04

$美团-W(03690)$社区买菜是个慢活，地域性很强，两三年之内难分胜负，终局大概率是分区而治，你中有我，我中有你，很难形成寡头

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北向资金
·2020-12-04
同意你的观点，最后三国争霸。这块蛋糕需要区域政策强力扶持，依靠政策主导市场形成相对垄断。短期阶段问题是倒逼传统农贸市场转型和融合，而农贸市场背后的资本主体是政府。长期问题是外部资本如何化解和传统资本的利益矛盾。所以最后只有政策倒向谁，通过政策改变市场导向，谁才有资格笑傲江湖。现有政策面阶段我看好pdd
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