宇宙团$美团-W.HK 的最近利空颇多。短期利空是外传央妈已告知杭州福报公司$阿里巴巴.US 和南山必胜客$腾讯控股.HK 只能从事支付业务,不能从事信贷业务,目测宇宙团、宇宙滴也有同样的待遇。

长期利空是更宽泛意义上的,对整个国家的影响。【困在系统里的千万美团骑手,或导致中国未来劳力技术断层】这些外卖骑手绝大多数是二三十岁的青年人,他们从事的是这种重复性劳动,既不能获得劳动技能提升,也不能累计劳动经验。上千万人从事这种简单的劳动导致社会生产率下降,生产力出现技术断层。

就像宇宙团当年为社会提供众多就业岗位被莫名称赞一样,诋毁和抵制也是一样莫名的就来了。

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Like