美团跌破52周最低，是否要考虑建仓？_老虎社区_美港股上老虎

美团跌破52周最低，是否要考虑建仓？

林氪02-09

美团在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举跌破52周最低价，触及90.2港币。回望25年3月7日那189.6港币的高点，如今股价已然腰斩。巨头博弈的残酷性，在K线上展露无遗，前有阿里重兵压境，后有抖音虎视眈眈，美团腹背受敌，股价的颓势确实不会撒谎。相比之下，阿里的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。虽然阿里的起飞更多得益于AI新叙事的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210002700a48fe32a&s=b><strong>林氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美团在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举跌破52周最低价，触及90.2港币。回望25年3月7日那189.6港币的高点，如今股价已然腰斩。巨头博弈的残酷性，在K线上展露无遗，前有阿里重兵压境，后有抖音虎视眈眈，美团腹背受敌，股价的颓势确实不会撒谎。相比之下，阿里的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。虽然阿里的起飞更多得益于AI新叙事的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210002700a48fe32a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0011963245.USD","symbol_name":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) 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position?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HMTD.SI":0.6,"MPNGY":1.96,"METmain":0.6,"03690":1.96},"content_text":"美团在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举跌破52周最低价，触及90.2港币。回望25年3月7日那189.6港币的高点，如今股价已然腰斩。巨头博弈的残酷性，在K线上展露无遗，前有阿里重兵压境，后有抖音虎视眈眈，美团腹背受敌，股价的颓势确实不会撒谎。相比之下，阿里的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。虽然阿里的起飞更多得益于AI新叙事的加持，但资本市场显然也是认可阿里过去这一年的战功的。回看我对美团的顾虑，主要集中在两点：一个是商业模式不够好，赚钱很不容易。就是觉得美团一家独大，各方面都需要承担非常大的压力，睡不踏实。如今时移世易，今天重新审视这两个顾虑：商业模式不够好，其实是被验证了的，美团的商业模式的确无法和拼多多相比，而且因为阿里的大举进攻，整个外卖的商业模式受到了更大的挑战。这都是客观的事实，但商业理性终究会回归。但有趣的是，恰恰因为外卖市场竞争白热化，第二个顾虑反而被消解了，天塌下来，有阿里顶着。这何尝不是一种一种塞翁失马，焉知非福。所以结合美团当前的股价，以及港股通等因素，最近开始重新审视是否要建仓美团？尤其是在AI突飞猛进、让人既惊喜又深感不安的当下，相比于AI“比特（Byte）”逻辑的不确定性，美团这种搬运近场“原子”的履约能力，反而提供了一种确定性。或许可以再等等，或许只是先搞一个观察仓，欢迎评论区留言讨论。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":531175010144520,"gmtCreate":1770702356739,"gmtModify":1770702536761,"author":{"id":"3516318902917575","authorId":"3516318902917575","name":"输入昵称中","avatar":"https://static.tigerbbs.com/f0546835c477c3fd06dce0a06b771d0f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3516318902917575","authorIdStr":"3516318902917575"},"htmlText":"建毛线仓，等着50以下把，傻子建仓","listText":"建毛线仓，等着50以下把，傻子建仓","text":"建毛线仓，等着50以下把，傻子建仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531175010144520","repostId":2610413657,"repostType":2,"repost":{"id":"2610413657","kind":"news","pubTimestamp":1770652733,"share":"https://www.laohu8.com/m/news/2610413657?lang=zh_CN&edition=full","pubTime":"2026-02-09 23:58","market":"hk","language":"zh","title":"美团跌破52周最低，是否要考虑建仓？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610413657","media":"林氪","summary":"美团在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举跌破52周最低价，触及90.2港币。回望25年3月7日那189.6港币的高点，如今股价已然腰斩。巨头博弈的残酷性，在K线上展露无遗，前有阿里重兵压境，后有抖音虎视眈眈，美团腹背受敌，股价的颓势确实不会撒谎。相比之下，阿里的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。所以结合美团当前的股价，以及港股通等因素，最近开始重新审视是否要建仓美团？","content":"<html><body><article><p><a href=\"https://laohu8.com/S/MPNGY\">美团</a>在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举<span>跌破</span>52周最低价，触及90.2港币。</p><p>回望25年3月7日那189.6港币的高点，如今股价已然腰斩。</p><p>巨头博弈的残酷性，在<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>线上展露无遗，前有<a href=\"https://laohu8.com/S/BABA\">阿里</a>重兵压境，后有抖音虎视眈眈，<a href=\"https://laohu8.com/S/03690\">美团</a>腹背受敌，股价的颓势确实不会撒谎。</p><p>相比之下，<a href=\"https://laohu8.com/S/09988\">阿里</a>的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。</p><p>虽然阿里的起飞更多得益于AI新叙事的加持，但资本市场显然也是认可阿里过去这一年的战功的。</p><p>回看我对美团的顾虑，主要集中在两点：</p><p>一个是商业模式不够好，赚钱很不容易。</p><p>就是觉得美团一家独大，各方面都需要承担非常大的压力，睡不踏实。</p><p>如今时移世易，今天重新审视这两个顾虑：</p><p>商业模式不够好，其实是被验证了的，美团的商业模式的确无法和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>相比，而且因为阿里的大举进攻，整个外卖的商业模式受到了更大的挑战。这都是客观的事实，但商业理性终究会回归。</p><p>但有趣的是，恰恰因为外卖市场竞争白热化，第二个顾虑反而被消解了，天塌下来，有阿里顶着。这何尝不是一种一种塞翁失马，焉知非福。</p><p>所以结合美团当前的股价，以及<span>港股通</span>等因素，最近开始重新审视是否要建仓美团？</p><p>尤其是在AI突飞猛进、让人既惊喜又深感不安的当下，相比于AI“比特（Byte）”逻辑的不确定性，美团这种搬运近场“原子”的履约能力，反而提供了一种确定性。</p><p>或许可以再等等，或许只是先搞一个观察仓，欢迎评论区留言讨论。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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}\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团跌破52周最低，是否要考虑建仓？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-09 23:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210002700a48fe32a&s=b><strong>林氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美团在100港币的关口反复磨蹭许久后，反弹终究乏力，2月5日一举跌破52周最低价，触及90.2港币。回望25年3月7日那189.6港币的高点，如今股价已然腰斩。巨头博弈的残酷性，在K线上展露无遗，前有阿里重兵压境，后有抖音虎视眈眈，美团腹背受敌，股价的颓势确实不会撒谎。相比之下，阿里的境况显得从容许多，52周最低94港币，52周最高186港币，当前158港币。虽然阿里的起飞更多得益于AI新叙事的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210002700a48fe32a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1675838814.USD":"AB SICAV I - EMERGING MARKETS LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE 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