$京东(JD)$ 京_老虎社区_美港股上老虎

京东布局本地生活是战略转型的关键一步，其供应链与物流优势为业务拓展提供支撑，但需突破用户习惯和竞争壁垒。短期利空，因为投入变大了，但中长期看，若能有效整合资源、提升生态协同，本地生活有望成为京东第二增长曲线，推动股价的大幅上涨。

目前是建仓管黄金点位，因为京东外卖不论输赢，抢走美团和饿了吗的本地生活市场份额是必然，只是抢走多少份额而已，但是不管抢走多少对京东都是利好，而且京东电商营收业绩增长已经掉队阿里和拼多多，本地生活板块无论付出什么代价，京东都必须要抢，抢到了就能活，从这一点看京东是破釜沉舟，美团则是战略防御，谁输谁赢？高下立判！[微笑]

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wangbinbin
·04-24
美团可不是防御，人家闪送也在蚕食京东。
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