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研究Esg的same
·
01-16 19:43
美团-W(03690.HK)从近期走势看,我认为美团的股价与宏观情绪和流动性高度绑定,自身的Alpha属性暂时被掩盖。我的建议是,大家最好将其纳入“宏观复苏交易”的篮子中观察。一旦市场风险偏好回暖,这类业务扎实、现金流可见度高的龙头公司,通常具备更强的股价弹性。
美团-W(03690.HK)从近期走势看,我认为美团的股价与宏观情绪和流动性高度绑定,自身的Alpha属性暂时被掩盖。我的建议是,大家最好将其纳入“宏观复...
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重庆老赵
·
01-15 21:35
20年21年 接受处罚后的阿里和美团 现在价位回到当初了吗?
20年21年 接受处罚后的阿里和美团 现在价位回到当初了吗?
# 携程股价大跌!对投资者而言是机会吗?
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赚钱去火星:
但是拼多多当年确实是机会。 [贱笑]
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爱吃苹果的小李
·
01-14
美团这日子太难了,京东刚收拾完,阿里又来虐,阿里刚虐完,拼多多又上手打两拳。这么大个公司,AI方面一点位置都没占到,靠压榨骑手和商家哪有啥前途
$美团-W(03690)$
$京东(JD)$
$阿里巴巴(BABA)$
$拼多多(PDD)$
美团这日子太难了,京东刚收拾完,阿里又来虐,阿里刚虐完,拼多多又上手打两拳。这么大个公司,AI方面一点位置都没占到,靠压榨骑手和商家哪有啥前途 $美团-W...
# 拼多多股价跳水!逢低上车?
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骑上我心爱的特斯拉:
因为京东跟阿里的电商主业被抖音电商跟拼多多蚕食了。阿里21年被反垄断审查时市占率有70%,现在被卷的50%。怎么办?找个好抢的的美团生意来补。
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编组 21备份 2
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Moccasym
·
01-15 23:59
$美团ADR(MPNGY)$
发现阿里的水军真的是强 各种角度打的美团跟哑巴一样
$美团ADR(MPNGY)$ 发现阿里的水军真的是强 各种角度打的美团跟哑巴一样
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重庆老赵
·
01-14
看看20年后的阿里 21年后的美团 、谁还认为这是个机会?
看看20年后的阿里 21年后的美团 、谁还认为这是个机会?
# 携程股价大跌!对投资者而言是机会吗?
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0billionaire:
机会还在,耐心等回调!
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木下上山虎
·
01-14
$美团-W(03690)$
团团不给力啊,太难了
$美团-W(03690)$ 团团不给力啊,太难了
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道友 请留步
·
01-15
$美团-W(03690)$
最近震荡的幅度有点大啊,啥情况
$美团-W(03690)$ 最近震荡的幅度有点大啊,啥情况
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tmfefuvi
·
01-14
$美团-W(03690)$
虎嗅最新的PR稿是不是高级黑?[笑哭] [笑哭] [笑哭] “然后他拿出相当多的时间,把视线从喧嚣的外卖战场投向AI,他拜访了多位国内外AI、具身智能赛道的顶级学者或知名创业者。” 王兴看来是投降了。
$美团-W(03690)$ 虎嗅最新的PR稿是不是高级黑?[笑哭] [笑哭] [笑哭] “然后他拿出相当多的时间,把视线从喧嚣的外卖战场投向AI,他拜访了...
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JamesHK888:
把美团“包装”成一家 ai+具身智能公司呗
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不高兴的小欣
·
01-15
$美团-W(03690)$
携程被敲打略微有点利好美团,不过也就芝麻大点利好
$美团-W(03690)$ 携程被敲打略微有点利好美团,不过也就芝麻大点利好
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不高兴的小欣
·
01-15
$美团-W(03690)$
最近6年跌5年
$美团-W(03690)$ 最近6年跌5年
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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、小象超市、B2B餐饮供应链(快驴)等。该公司于国内市场销售产品。
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<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>","plainDigest":"美团这日子太难了,京东刚收拾完,阿里又来虐,阿里刚虐完,拼多多又上手打两拳。这么大个公司,AI方面一点位置都没占到,靠压榨骑手和商家哪有啥前途 $美团-W(03690)$ $京东(JD)$ $阿里巴巴(BABA)$ 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