海外，ai(noco_老虎社区_美港股上老虎

2025-05-26

海外，ai(nocode)都有不错进展。我认为jd影响是噪音，中期视角可以忽略，可能1/2季度大家会关注，到26年末我认为不会对现在格局有本质区别，抖音本地生活是威胁，接近52周低点，拿他3个月再看。25/5/26

美团预告：2025年巨亏超230亿元，一季度将延续亏损，美团最赚钱的“核心本地商业”分部利润塌方：该分部2024年度经营溢利约人民币524.15亿元，但2025年度预计转为经营亏损约人民币68亿元至70亿元。【大家对美团后市有何看法？你觉得会是入场机会吗？】

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