快手今日盤中重挫超8%，創四個月最大跌幅，報價跌8.56%。彭博社援引光大證券分析稱，跌勢因快手聯手美團上線外賣入口，市場憂慮競爭加劇損及盈利。快手“團購”新增外賣入口，依託美團小程序完成配送，屬第三方合作模式，未自建配送網。美團股價同步微跌0.67%，反映市場謹慎情緒。我認為市場對協同效應過分悲觀，快手與美團合作有望提升用戶粘性，跌幅過大或存投機買入機會，博短期反彈！
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