港股异动 | 美团-W盘初涨超7%，阿里称对淘宝闪购的投入预计下个季度会显著收缩_老虎社区_美港股上老虎

港股异动 | 美团-W盘初涨超7%，阿里称对淘宝闪购的投入预计下个季度会显著收缩

智通财经2025-11-26

11月26日，美团-W盘初涨超7%，成交额超42亿港元。消息面上，阿里巴巴集团CFO徐宏在三季度财报会上透露，公司对淘宝闪购的投入将在9月季度达到高点。徐宏表示，随着效率提升和单位经济效益的显著改善，以及规模的稳定，预计下个季度的投入将显著收缩。有分析人士指出，阿里以上的表态，或意味着“暂时休战”。值得注意的是，美团拟于11月28日举行董事会会议审批季度业绩。中信建投此前发布研报称，预计美团外卖...

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