另一个方面理解，相关监管文件的出台对于外卖平台而言是未来健康积极发展的一个有利信号。市场和各平台对此也早有预期。此轮大跌是风险集中释放后的恐慌性情绪驱动，但实际上美团的长期投资逻辑并未改变。
美团不行了吗？莫慌，外卖行业长期价值仍在
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