$美团-W(0369_老虎社区_美港股上老虎

$美团-W(03690)$美团现在半条命没了，现金流减去负债和供应商贷款，不富裕的。未来能和阿里和平的话，大家都能接受，不和平就只能看发展了

$美团-W (03690.HK)$ 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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小布同学
11-28
小布同学
阿里会继续打下去，消耗阿美的现金流么？
- gjjncd:
  就马云跟王兴的关系，这是肯定的，千载难逢的机会，虽然自己利润也下降了，但是有淘天的保底，美团除了外卖还有别的吗

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