必须跌，亏损那么多，_老虎社区_美港股上老虎

必须跌，亏损那么多，阿里、京东的外卖都在亏损。美团太单一了，肯定会亏损的

$美团-W (03690.HK)$ 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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":505955831234584,"tweetId":"505955831234584","gmtCreate":1764548737785,"gmtModify":1764552660459,"author":{"id":3557706213595858,"idStr":"3557706213595858","authorId":3557706213595858,"authorIdStr":"3557706213595858","name":"勇敢_小虎","avatar":"https://static.tigerbbs.com/1ccbe5cedfd90acbe649627eca73f18a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.07","exceedPercentage":"80.25%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[{"themeId":"418c048ae18243fd9afdbe8a85c9955d","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"美团Q3亏损已见顶！股价何时能到底？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":418c048ae18243fd9afdbe8a85c9955d}&rnconfig={\"headerBarHidden\": true}","description":"$美团-W (03690.HK)$ 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？】","image":"https://static.tigerbbs.com/1c704ddb3de990afecb7bc81bc962fee"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>必须跌，亏损那么多，阿里、京东的外卖都在亏损。美团太单一了，肯定会亏损的</p></body></html>","htmlText":"<html><head></head><body><p>必须跌，亏损那么多，阿里、京东的外卖都在亏损。美团太单一了，肯定会亏损的</p></body></html>","text":"必须跌，亏损那么多，阿里、京东的外卖都在亏损。美团太单一了，肯定会亏损的","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/505955831234584","repostId":0,"isVote":1,"tweetType":1,"viewCount":3094,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","03690","MPNGY","09988"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":67,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/505955831234584"}