建毛线仓，等着50以_老虎社区_美港股上老虎

建毛线仓，等着50以下把，傻子建仓

美团跌破52周最低，是否要考虑建仓？

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？

美团跌破52周最低，是否要考虑建仓？

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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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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":{"LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","BK1233":"餐馆","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210002700a48fe32a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2610413657","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。","news_type":1,"symbols_score_info":{"HMTD.SI":0.6,"MPNGY":1.96,"METmain":0.6,"03690":1.96}},"isVote":1,"tweetType":1,"viewCount":121,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}