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經濟日報:下調服務費不意味着平臺企業前景堪憂
uSMART盈立智投 02-23 10:14

經濟日報文章指出,近日,14部門聯合出臺了《關於促進服務業領域困難行業恢復發展的若幹政策》。

43項紓困措施中,有人盯上了這一條:「引導外賣等互聯網平臺企業進一步下調餐飲業商戶服務費標準」,將其解讀爲針對平臺經濟的監管持續落子,平臺經濟的估值邏輯需要重構,有的外賣平臺股價因此大跌。

下調服務費或會影響平臺經濟的估值邏輯,但不意味着平臺企業前景堪憂。

眼下,困住服務業的不只是傭金、房租、人工等成本問題,還有消費意願不足的問題,而後者可能更關鍵。

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