阿里的核心对手肯定是_老虎社区_美港股上老虎

阿里的核心对手肯定是字节，不是美团。字节一直在电商和AI这两条阿里关键赛道上慢慢扩大势力。阿里要是想着“算了，字节太强，我认输，电商说不定靠外卖弯道超车”，那太小瞧自己了！阿里就应该跟字节硬刚，尤其在AI的C端领域，必须跟字节拼。在中国，C端做不好，B端也很难有起色 $阿里巴巴(BABA)$ $阿里巴巴-W(09988)$

美团Q3亏损已见顶！股价何时能到底？

$美团-W (03690.HK)$ 于今日港股盘后公布2025年第三季度业绩。财报显示：营收为954.88亿元(人民币，下同)，同比增长2%，市场预期974.74亿元；经调整净亏损为160.10亿元，去年同期经调整净利润128.29亿元，市场预期亏损139.61亿元。好在淘宝闪购的第一阶段规模扩张结束，当前已进入第二阶段，即“效率优化”阶段。【大家觉得3季度是否已经到了外卖大战的业绩底？美团，绩后你会考虑逢低买入吗？】

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