国际投行的困惑：中国新一轮千亿外卖大战“值得打”吗？｜101 Weekly

What will the food delivery war look like in the future. What are Meituan, JD. com and Alibaba investing billions of dollars for.Why does Goldman Sachs say that the market situation is most likely to be 5.5%:3.5%:1 in the end. Today, let's talk about why this topic is starting now. The core reason is that the old growth points have been achieved.The giants need to expand their boundaries to gain new growth. But this expansion naturally begins to overlap . UBS said that on one hand, Meituan has begun to expa ...