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- 小布同学小布同学
  ·11-28
  美团流血比阿里闪购还惨[笑哭]
  美团：三季度营收954.9亿元，调整后净亏损160亿元，预计亏损将延续
  预估亏损139.6亿元。
  美团：三季度营收954.9亿元，调整后净亏损160亿元，预计亏损将延续
  550 评论
  1
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- 小布同学小布同学
  ·11-28
  阿里会继续打下去，消耗阿美的现金流么？
  309 评论
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- 小布同学小布同学
  ·08-15
  $银诺医药－Ｂ(02591)$
  874 评论
  1
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- 小布同学小布同学
  ·07-24
  $泡泡玛特(09992)$ 如果泡泡玛特要拍电影。那么新故事来了。中国的迪士尼。
  1,484 评论
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- 小布同学小布同学
  ·06-19
  $泡泡玛特(09992)$ ppmt回调30%才合理
  1,152 评论
  2
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- 小布同学小布同学
  ·02-06
  $亚马逊(AMZN)$ 那pdd继续涨吧
  非常抱歉，此主贴已删除
  2,035 评论
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- 小布同学小布同学
  ·02-05
  $京东物流(02618)$ 京东外卖，如果大大的发力。对于京东物流价值几何？
  1,701 评论
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- 小布同学小布同学
  ·01-21
  没看懂，出售与辉同行为什么会产生亏损。不含出售是净盈利。
  非常抱歉，此主贴已删除
  2,066 1
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- 小布同学小布同学
  ·2024-12-10
  $拼多多(PDD)$ 为这一波点赞
  2,570 1
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- 小布同学小布同学
  ·2024-10-29
  $名创优品(09896)$ 名创玛特+永辉山姆持续看好。翻倍至少。
  2,401 评论
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16:36","market":"hk","language":"zh","title":"美团：三季度营收954.9亿元，调整后净亏损160亿元，预计亏损将延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1161039212","media":"老虎资讯综合","summary":"预估亏损139.6亿元。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/MPNGY\">美团ADR</a> 盘中跌幅超3%，截至发稿跌超2%。<a href=\"https://laohu8.com/S/03690\">美团-W</a> 今日发布财报：2025年第三季度营收954.9亿元人民币，预估974.7亿元，上年同期935.8亿元；调整后净亏损160亿元，同比下降225%，预估亏损139.6亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed3c8d111169ed815e7eed1d664fb8d8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><ul style=\"\"><li><p><strong>核心本地商业收入674亿元，预估692亿元。由于行业竞争加剧，核心本地商业经营利润转负，亏损141亿元。经营利润率则从去年同期的21.0%降至-20.9%；</strong></p></li><li><p><strong>新业务收入280亿元，预估285.5亿元；</strong></p></li><li><p><strong>配送服务收入230亿元，预估266.8亿元；</strong></p></li><li><p><strong>佣金收入280亿元，预估279.1亿元。</strong></p></li></ul><p>三季度，为应对行业“内卷式”竞争，美团加大资金投入，提升服务质量并推动行业健康发展。在此带动下，美团APP的DAU(日活跃用户数)同比增长超过20%，餐饮外卖月交易用户数也创下历史新高。过去12个月的交易用户数突破8亿大关。</p><p>三季度，美团研发投入69亿元，同比增长31%。</p><p>美团：近期市场竞争持续白热化。因此，<strong>我们预计核心本地商业板块及本公司整体层面，第四季度的经营亏损趋势将延续。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e23da3820453233c206efdf58991771\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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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class=\"h-time\">2025-11-28 16:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/MPNGY\">美团ADR</a> 盘中跌幅超3%，截至发稿跌超2%。<a href=\"https://laohu8.com/S/03690\">美团-W</a> 今日发布财报：2025年第三季度营收954.9亿元人民币，预估974.7亿元，上年同期935.8亿元；调整后净亏损160亿元，同比下降225%，预估亏损139.6亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed3c8d111169ed815e7eed1d664fb8d8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><ul style=\"\"><li><p><strong>核心本地商业收入674亿元，预估692亿元。由于行业竞争加剧，核心本地商业经营利润转负，亏损141亿元。经营利润率则从去年同期的21.0%降至-20.9%；</strong></p></li><li><p><strong>新业务收入280亿元，预估285.5亿元；</strong></p></li><li><p><strong>配送服务收入230亿元，预估266.8亿元；</strong></p></li><li><p><strong>佣金收入280亿元，预估279.1亿元。</strong></p></li></ul><p>三季度，为应对行业“内卷式”竞争，美团加大资金投入，提升服务质量并推动行业健康发展。在此带动下，美团APP的DAU(日活跃用户数)同比增长超过20%，餐饮外卖月交易用户数也创下历史新高。过去12个月的交易用户数突破8亿大关。</p><p>三季度，美团研发投入69亿元，同比增长31%。</p><p>美团：近期市场竞争持续白热化。因此，<strong>我们预计核心本地商业板块及本公司整体层面，第四季度的经营亏损趋势将延续。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e23da3820453233c206efdf58991771\" title=\"\" tg-width=\"560\" 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