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美团-W(03690)
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if3524 fjd
·
09-14
$美团-W(03690)$
明天继续强势一点吧
$美团-W(03690)$ 明天继续强势一点吧
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信仰守望者2022
·
09-17
美团又要跌回60多了
今天美团再次下跌2.08%,最新股价72.9,离6字头仅一步之遥。我如果没有在92块割肉,现在又要多亏百万,真是惊出一身冷汗。 美团当前的处境依旧是艰难的。国内的外卖被阿里淘宝闪购追着打,现在阿里又拿淘鲜达对美团小象开刀,基本是无死角进攻美团;美团到店业务也面临字节抖省省的围攻;国外的Keeta,也在与滴滴进行海外版的“外卖大战”。 再叠加当前消费大环境的低迷,美团现在可谓是四面楚歌。在上季度的财报会上,管理层也暗示三四季度将加大投入,以抢回淘宝闪购抢去的外卖份额,并对抗字节抖省省到店的进攻。 可以预见,三四季度的财报还是不会好,也许明年才会有些好转。 但美团也有一个“铁底定律”,就是每到60块的时候,就会来一波大反弹,我们可以继续看下这次是不是也这样。 不管怎样,60的美团肯定是划算的,我也想在60块把它重新买回,如果有机会的话。 ......南医大坠亡事件有了新的进展。在事件刚发生时,有人捏造谎言,说这个男生是因为导师不给放假回家才跳的楼。今天记者采访了这个老师和男生的妹妹,事情才引来了反转。在得知男生家出事后,王老师第一时间给他转了两万两千块钱救急用。在这个男生因为家庭变故而想退学时,也极力劝导这孩子再坚持坚持,不要放弃已熬了这么多年的医学学位。从他们的聊天记录来看,这真的是一位很好的老师。但网上吃人血馒头的那些人,真的太让人心寒了。为了博取流量可以编造一切,完全不顾被冤枉的人的感受,将这个世界仅有的一点点善良和光明扼杀干净。更令人气愤的是那些吃瓜群众,在不知道事实真相的情况下,就随意转发未经证实的消息,助纣为孽。站在这个老师的角度看,该是多大的悲哀? …… 1. 访美名单。今天有媒体报道,这次跟随访美的企业有小米、比亚迪以及中际旭创。小米和比亚迪因为这个消息盘中股价都拉升了一把,不过收盘的时候小米还是没能收红。老美对中国汽车的封锁应该不会轻易动摇的,所以这次小米和比
美团又要跌回60多了
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超弦投资机会
·
09-14
26-9-9 中概之美团和腾讯来回震荡继续低吸高抛来做
在ai硬件板块调整后,中概大跌的ai软件开始补涨了,但核心推动并没有变化,所以还会存在反复,这个也是为何要来回做的缘故了。 1,中概美团 既然中概跌了,那么美团也好不到哪儿去,这波美团是超跌反弹罢了,可不是反转,哪有那么容易反转的呢,不过60多到90多也算是涨了50%+算不少的了,后边继续维持80附近往下每跌5块来做即可,前面低吸的不少在高位抛售了都没有存货了,自然的低吸起来了,但要是他走高5快差价就t部分,这样就可以降低不少成本,可以和市场熬下去和打持久战。 后续继续是80附近,买到三四十左右就差不多了,间隔5块来做,未来看120-180区域,多的也看不到,一个是破产价,二个是合理价,三个是看涨到多少价格罢了。 2,中概之腾讯 中概跌了,腾讯也跌了,同时腾讯开始加大ai投入,也对业绩有影响了,依旧是低位震荡,这样在450附近往下低吸,500附近往上抛售做了好几笔了,现在又给到了自然的得干了,跌个三五十块就低吸一笔即可,继续维持450-300附近的底部区域了。 参考文章: 26-8-31 中概吃药喝酒涨又该轮到金融来护盘了 26-7-18 中长线加仓之吃药喝酒和非银还有中药中概 26-6-29 美团和创新药都大涨就t一笔出去 26-8-14 港股涨告一段落之腾讯和小米慢慢低吸回 本文记于26-9-9
26-9-9 中概之美团和腾讯来回震荡继续低吸高抛来做
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熊虎扑
·
09-10
$美团ADR(MPNGY)$
这特妈的就是垃圾,真是不能做空,要是能做空这不就是送钱么
$美团ADR(MPNGY)$ 这特妈的就是垃圾,真是不能做空,要是能做空这不就是送钱么
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Sacred Rabbit:
掌握权力的人 能让你做空吗? 它们 怕钱被你赚了 它们怎么垄断这种来钱的路子
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炒股的小学生
·
09-10
$美团-W(03690)$
你tmd比阿里还可恶,财报好还跌!
$美团-W(03690)$ 你tmd比阿里还可恶,财报好还跌!
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输入昵称中
·
09-18
$美团-W(03690)$
烂泥扶不上墙
$美团-W(03690)$ 烂泥扶不上墙
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江瀚视野
·
09-11
美团无人机上海徐汇首航,无人机如何改变快送市场? 新浪科技讯 9月10日晚间消息,美团无人机上海西岸低空航网正式投入运营,配送范围覆盖西岸梦中心、模速空间、麦当劳龙腾大道餐厅、徐汇滨江公共开放空间等核心区域。这是美团无人机继深圳之后,落地的第二张系统性城市航网。 首先,传统即时快送高度依赖人力与地面交通,城市拥堵、路况复杂、配送半径受限等问题,始终是行业降本增效的核心阻碍。人力成本逐年上涨、高峰时段配送运力缺口大,让快送行业长期陷入“增收难增利”的困境。无人机依托规划化低空航线运行,不受地面路况干扰,大幅压缩配送时长。这种模式直接减少了短途高频配送的人力依赖,把重复性、时效性要求高的配送工作自动化,有效降低平台的人力运维成本,让快送服务的性价比实现结构性提升。 其次,低空配送拓展了快送行业的服务边界,重塑了市场场景格局。过往餐饮快送的服务范围,基本围绕门店短半径覆盖,公园、滨江步道、户外休闲区域等零散场景,很难实现高效配送,属于行业服务盲区。此次美团落地上海专属餐饮配送航线,联动多家连锁餐饮品牌,把服务场景从传统的写字楼、居民区,延伸至户外社交、滨水消费等多元新场景。场景的扩容,打破了传统快送的地域桎梏,挖掘出城市户外消费的全新需求,为餐饮品牌和快送平台开辟了新的营收增长点。 第三,常态化航网落地,推动快送行业从单点体验走向产业化生态建设。早期无人机配送多为小众试点,仅能作为品牌营销亮点,难以形成产业价值。如今美团在上海搭建系统化航网,开放低空配送能力,联动餐饮品牌共建配套服务体系,本质是在搭建低空物流新基建。这种政企、平台、商户协同的模式,能快速形成可复制的运营范式,后续随着上海全域航网铺开,还能带动上下游配套产业发展,推动低空即时配送从补充服务,变成城市民生快送的常规服务模式。 长期来看,未来低空配送的规模化普及,会持续优化快送产业的供需结构,改变行业的竞争逻
美团无人机上海徐汇首航,无人机如何改变快送市场? 新浪科技讯 9月10日晚间消息,美团无人机上海西岸低空航网正式投入运营,配送范围覆盖西岸梦中心、模速空间...
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江瀚视野
·
09-09
iPhone新品将在美团闪购同步首发意味着什么? 人民财讯9月9日电,2026年Apple秋季新品发布会将于北京时间9月10日凌晨召开,业界预计iPhone 18 Pro系列以及Apple首款折叠屏产品有望亮相。记者9月9日获悉,今年的Apple的各类新品继续在美团闪购同步首发,发售当日,全国各地的Apple授权专营店将提供正品现货最快30分钟送达服务。 首先,这是消费场景迭代倒逼渠道重构的必然结果。过去新机首发,大家要么蹲官网抢购,要么专程跑到线下门店排队。现在年轻消费者越来越看重即时履约,不愿再为现货多等几天。即时零售能做到半小时送达,刚好补上传统电商次日达、线下门店距离远的短板。苹果主动接入本地即时履约网络,本质是守住线下现货交易的基本盘,避免新机溢价被黄牛渠道抢走。 其次,渠道合作正在从单次卖货转向长期供应链绑定。美团闪购连接着大量苹果授权专营店,这类门店过去只做线下到店生意,库存周转压力很大。借助即时零售,门店把线下库存变成线上前置仓,把闲置的现货资源转化成订单。苹果不用再单独搭建同城配送体系,只用盘活现有经销商门店,用最低成本拓宽现货分发网络,分摊新品首发的库存风险。 可以说,3C 数码零售的竞争重心,已经慢慢从单纯比拼线上流量,转向比拼同城现货调度与即时交付能力,在这方面美团无疑已经具备了先发优势。
$美团-W(03690)$
iPhone新品将在美团闪购同步首发意味着什么? 人民财讯9月9日电,2026年Apple秋季新品发布会将于北京时间9月10日凌晨召开,业界预计iPhon...
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屎星人:
代购就代购 能代表什么。改变不了现实
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零售老板内参
·
09-14
沙特盈利、巴西苦战背后,美团海外架构大重整|独家
外卖业务Keeta与超市业务Keemart的关键人物几乎已全部变动。 2026年第二季度的财报后电话会上,王兴宣布美团海外业务Keeta在沙特已经实现盈利。从2024年9月进入沙特,到今年7月盈利,沙特的“上岸”花了22个月,比Keeta最初在中国香港实现盈利的29个月周期更短。 与美团以往的战略级新业务相比,Keeta从进入一个市场、到在该市场拿到规模甚至盈利,中间获得的时间窗口期明显更短。今年年初,一位美团人士告诉36氪,“Keeta现在重点要求‘上岸’。”与此同时,组织层面的人员补充与核心负责人流动也在发生。 36氪独家获悉,过去数月,美团海外业务在组织层面已陆续完成重整: (1)Keeta在中国香港地区的负责人神剑(Jason),现担任沙特的国家负责人,他此前接任香港业务半年,该地区于2025年10月实现盈利。(2)Keeta在中东地区的其他国家均于今年初新设了国家负责人;今年2月,Keeta在中东还有过一轮较大的组织调整,原本由沙特团队扮演GCC(海湾阿拉伯国家合作委员会)的大中台,调整后“中台”概念大幅削弱,包括沙特在内,各个国家的业务走向自闭环。(3)Keeta香港业务由文秦接手,他是美团“千团大战”时期的元老级员工,曾离开美团创业。2025年回归后,文秦曾在Keeta巴西任职,向仇广宇汇报。(4)Keeta巴西仍由仇广宇(Tony)直管,前美团优选区域经营部负责人赵大伟目前在该业务任职,向仇广宇汇报。(5)海外超市业务Keemart改由沈玄昊负责,向仇广宇汇报。 Keeta从一开始就不是“大肆投资扩张”的新业务,王兴多次表示“我们也会审慎评估投资回报率,不会做出疯狂的投入动作。”如今,在核心业务被竞争拖住、食杂零售与AI等新业务无法停止进击的局面下,美团在海外的投资更多了一层克制与纪律。比起扩张,拿下现有的每一个单点市场、直至盈利,才是更重要的事。 在沙特,
沙特盈利、巴西苦战背后,美团海外架构大重整|独家
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湿漉漉的江南
·
09-03
$美团-W(03690)$
野村预计美团2026财年录经营溢利45亿元,并调升2027财年经营溢利预测15%。该行维持对其“买入”评级,目标价由109港元上调至118港元。
$美团-W(03690)$ 野村预计美团2026财年录经营溢利45亿元,并调升2027财年经营溢利预测15%。该行维持对其“买入”评级,目标价由109港元...
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美团是一家主要从事科技零售的投资控股公司,通过科技与零售领域提供日常用品及服务,包括餐饮外卖、到店、酒店及旅游预订、其他服务及销售。该公司通过两个分部开展业务。核心本地商业分部包括餐饮外卖、美团闪购、到店服务、酒店,以及旅游业务。新业务分部包括美团优选和小象超市等。该公司产品销往国内市场。
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季度报告
截至2024年9月30日止三个月业绩公告
截至2024年9月30日止三个月业绩公告
分时
5日
日
周
月
数据加载中...
最高
74.250
今开
72.800
量比
0.84
最低
72.500
昨收
73.200
换手率
0.30%
热议股票
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