美团被夹攻_老虎社区_美港股上老虎

美团被夹攻

真是港股圈02-12 19:17

阿里今年加大投入闪购，抖音上线抖省省，导致美团前后被夹攻，股价再创新低。AI Agent大概不会取代美团地位，但阿里通过奶茶补贴作为引流，也即外卖大战也没有停止，只是改了个形式，这意味对今年美团的外卖难有什么乐观期待，中期能看的，相信只有在收购叮咚后，能否带来规模效应，令美团在即时零售发展焕然一新。今天科网股普通承压，主要还是受美股科技股回调影响，但和美股一样，其他AI相关的继续爆发，特别夸张的是...

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Agent大概不会取代美团地位，但阿里通过奶茶补贴作为引流，也即外卖大战也没有停止，只是改了个形式，这意味对今年美团的外卖难有什么乐观期待，中期能看的，相信只有在收购叮咚后，能否带来规模效应，令美团在即时零售发展焕然一新。今天科网股普通承压，主要还是受美股科技股回调影响，但和美股一样，其他AI相关的继续爆发，特别夸张的是两个大模型公司，市值均已达到1800亿。也但留意两者背后各自只有40亿元的流通量，推动效应特别明显。有报导说韩国股民是主力买入者之一，年内买入Minimax金额达到2000万美元。同样地，相信不少香港股民也是买入了海力士、三星等ETF产品。对比下，存储是肉眼可见的紧张，估值尚可用计算机，但大模型明显是不能，市值只能用OpenAI、Claude等作参考。重要的是，大模型涨价，背后是算力紧张，产业链继续向好。从另一角度看，虽然AI还是早期阶段，渗透率很低，但对不少已经商业化的使用者来说，ROI应该极高，大模型才会有涨价的底气。随着当前大模型升级更快，尤其是基于Blackwell训练的模型开始出现，tokens涨价的故事或会越来越强，海外的云服务商也会迎来反转。而港股科网巨头估值都是参考海外，那可能只有海外巨头走势稳定了，反弹空间才会出现。","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":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}