$阿里巴巴-W(09_老虎社区_美港股上老虎

$阿里巴巴-W(09988)$目前看阿里已经减少外卖补贴了，但是份额和留存几乎没变。另外，淘宝未来几年一定会大大加强自营的建设，比如盒马nb，快消食品等。

$美团-W (03690.HK)$ 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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