从今天3月7日开始算_老虎社区_美港股上老虎

2025-03-07

从今天3月7日开始算，更看好美团和拼多多。海外市场，AI入场券便宜之后落后者与领先者缩短了差距，拼多多和美团属于AI的落后者。

美团，配送效率和能力提升将受益于低空经济和机器人配送，用户消费洞察与体验提升受益于AI能力。拼多多同理。

中概开始陆续公布业绩：上周腾讯、阿里巴巴已经发布最新业绩报，本周小米、快手、拼多多、美团等科网股巨头财报陆续发布。拼多多2025财年实现净利润138.23亿美元，同比减少11.52%；美团Q4经调整净亏损150.8亿元，营收同比增4.1%略超预期【大家对近期中概财报变现有何看法？你看好哪家公司表现？】

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