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- Jason_less_is_moreJason_less_is_more
  ·07-06
  $美团-W(03690)$ 时间会证明美团和恒科的
  2.84万评论
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- Jason_less_is_moreJason_less_is_more
  ·06-01
  基本面改善了 Q2盈利了冲
  505 评论
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- Jason_less_is_moreJason_less_is_more
  ·05-26
  $MET.HK 20260629 80.00 CALL$ 赌一手财报
  758 评论
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- Jason_less_is_moreJason_less_is_more
  ·05-14
  美股已经涨了期待明天的恒科#阿里巴巴 #美团 #腾讯
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- Jason_less_is_moreJason_less_is_more
  ·2025-12-02
  左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证目前阿里巴巴(BABA) 和美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰： 1. 阿里端：双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。 2. 美团端：竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸
  1.81万 3
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- Jason_less_is_moreJason_less_is_more
  ·2025-11-29
  至暗时刻已经过了，利空出尽。第四季度逐步减少补贴，2026年依旧是熟悉的美团
  3,291 4
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- Jason_less_is_moreJason_less_is_more
  ·2025-11-25
  $美团ADR(MPNGY)$ 补贴下季度会减少外卖大战停战长期看好美团
  1,675 评论
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- Jason_less_is_moreJason_less_is_more
  ·2025-09-26
  sell put 被行权谁知道港式期权一张500股[流泪]
  2,171 评论
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- Jason_less_is_moreJason_less_is_more
  ·2025-09-23
  没什么核心技术不看好
  2,392 评论
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- Jason_less_is_moreJason_less_is_more
  ·2025-09-18
  长期看好坚信美团大战后会创新高
  2,438 评论
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Q2盈利了 冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570598515054024","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568271043203952,"gmtCreate":1779759268895,"gmtModify":1779759656958,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/MET.HK 20260629 80.00 CALL\">$MET.HK 20260629 80.00 CALL$</a> 赌一手财报","listText":"<a href=\"https://laohu8.com/OPT/MET.HK 20260629 80.00 CALL\">$MET.HK 20260629 80.00 CALL$</a> 赌一手财报","text":"$MET.HK 20260629 80.00 CALL$ 赌一手财报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568271043203952","isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563834897327920,"gmtCreate":1778689395142,"gmtModify":1778689397862,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"美股已经涨了 期待明天的恒科#阿里巴巴 #美团 #腾讯","listText":"美股已经涨了 期待明天的恒科#阿里巴巴 #美团 #腾讯","text":"美股已经涨了 期待明天的恒科#阿里巴巴 #美团 #腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563834897327920","isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000648","authorId":"9000000000000648","name":"ColinThorndike","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000648","idStr":"9000000000000648"},"content":"阿里这波能带恒科冲多猛","text":"阿里这波能带恒科冲多猛","html":"阿里这波能带恒科冲多猛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506404009534552,"gmtCreate":1764664476836,"gmtModify":1764664481368,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证 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个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/506404009534552","isVote":1,"tweetType":1,"viewCount":18066,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187177072977352","authorId":"4187177072977352","name":"叶子姑娘","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4187177072977352","idStr":"4187177072977352"},"content":"再加一个拼多多","text":"再加一个拼多多","html":"再加一个拼多多"},{"author":{"id":"9000000000000343","authorId":"9000000000000343","name":"XantheJuliana","avatar":"https://static.tigerbbs.com/f28da48e3ea5979e903256fc9086c1d4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000343","idStr":"9000000000000343"},"content":"阿里美团双赢逻辑站得住，坐等吃肉！","text":"阿里美团双赢逻辑站得住，坐等吃肉！","html":"阿里美团双赢逻辑站得住，坐等吃肉！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505171851981264,"gmtCreate":1764351438913,"gmtModify":1764351441990,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"至暗时刻已经过了，利空出尽。第四季度逐步减少补贴，2026年依旧是熟悉的美团","listText":"至暗时刻已经过了，利空出尽。第四季度逐步减少补贴，2026年依旧是熟悉的美团","text":"至暗时刻已经过了，利空出尽。第四季度逐步减少补贴，2026年依旧是熟悉的美团","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/505171851981264","isVote":1,"tweetType":1,"viewCount":3291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274794883866","authorId":"3479274794883866","name":"falleno","avatar":"https://static.laohu8.com/picture143","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274794883866","idStr":"3479274794883866"},"content":"利空出尽就是利好，美团长线稳了！","text":"利空出尽就是利好，美团长线稳了！","html":"利空出尽就是利好，美团长线稳了！"},{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"陈友谅","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3557008405269629","idStr":"3557008405269629"},"content":"哈哈哈哈，天雷滚滚，最少跌30%","text":"哈哈哈哈，天雷滚滚，最少跌30%","html":"哈哈哈哈，天雷滚滚，最少跌30%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504010986795096,"gmtCreate":1764084129820,"gmtModify":1764084131858,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"<a 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