Total Assets戴总的好内容
美团 VS 京东，能力和边界
$JD.com(JD.US) 进入外卖、打车等新领域的战略意图？这些动作是否存在逻辑性？京东近期在外卖、打车等领域的布局，表面上看似缺乏清晰的逻辑，但实际上与其当前所面临的业务困境密切相关；国内电商市场目前主要由七大平台主导，包括淘宝、京东、拼多多、抖音、快手、小红书以及微信视频号。这些平台之间竞争激烈，流量增量获取难度显著加大。京东在这一格局中的短板在于流量入口较少，其现有用户和流量更多依赖存量运营...
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