港股异动丨查内卷!外卖平台股集体大涨,美团涨超7%,阿里涨近5%
Ge Long Hui A P P·2026-01-12 03:56

Core Viewpoint - The Hong Kong stock market saw a significant rise in shares of food delivery platforms, with Meituan up over 7%, Alibaba nearly 5%, and JD.com up 2% following the announcement of an investigation into the competitive landscape of the food delivery service industry by the State Council's Anti-Monopoly and Anti-Unfair Competition Committee [1] Group 1: Market Reaction - Shares of food delivery platforms in Hong Kong experienced a collective surge, indicating positive investor sentiment towards the sector [1] - Meituan's stock increased by more than 7%, reflecting strong market confidence [1] - Alibaba's shares rose nearly 5%, while JD.com saw a 2% increase, showcasing a broad-based rally in the sector [1] Group 2: Regulatory Developments - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee has initiated an investigation to assess the competitive conditions within the food delivery service industry [1] - The investigation aims to promote lawful and compliant operations among food delivery platforms, fostering fair competition and a healthy market order [1] - Companies such as Meituan, Taobao Flash, and JD.com have expressed their support for the investigation and commitment to cooperate fully with the regulatory body [1]