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搏尽佢啦
·
04-22 09:27
2026-4-22早盘策略 昨晚美股双杀,小幅收跌0.2%,消息拉扯美伊出没出发谈判,延不延长到期的2周停火协议,个股分化,港股短线破位走低1.3%,盘后trump taco表示延长停火至伊朗递交方案并完成谈判为止(无论结果如何);纳指盘后高开0.6%继续逼; 港股预竞价反弹5030,26330开盘,昨晚adr大科技较弱,汽车相对跌得少,宁王超级科技日利好低中高端汽车,利空锂电,磷酸铁锂,预日内低开反弹,小幅冲高回落,双杀走法,日内最大压5060,26400,晚上能守住可以继续看下一涨,包括周内的5200-5250,守不住看4900(除非美伊有变挂,不然大概率是守住继续上);
$恒生指数主连 2604(HSImain)$
$恒生科技指数主连 2604(HTImain)$
$美团-W(03690)$
$腾讯控股(00700)$
$宁德时代(03750)$
2026-4-22早盘策略 昨晚美股双杀,小幅收跌0.2%,消息拉扯美伊出没出发谈判,延不延长到期的2周停火协议,个股分化,港股短线破位走低1.3%,盘后...
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陳宏祖
·
04-22 09:19
$美团-W(03690)$
一季度财报前的垃圾时间
$美团-W(03690)$ 一季度财报前的垃圾时间
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爱因斯坦沽
·
04-21 13:58
$美团-W(03690)$
金吾财讯 | 摩通发表研究报告指出,市场可能误解市监总局较早前针对“幽灵餐厅”的处罚,认为这是中国互联网监管收紧的另一个信号,以及对食品外送平台的盈利造成负面影响。然而,摩通对此持更具建设性和差异化的看法
$美团-W(03690)$ 金吾财讯 | 摩通发表研究报告指出,市场可能误解市监总局较早前针对“幽灵餐厅”的处罚,认为这是中国互联网监管收紧的另一个信号,...
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艺术家脾气
·
04-21 19:32
每天深度分析一个公司财务状况和pe 《1/1000》
$美团-W(03690)$
1.生死线:死盯经营现金流,极度厌恶“卷”(价格战),认为这会恶化回款或消耗现金。 2.负债红线:警惕借款增加和利息走高带来的财务费用吞噬利润。 3.估值洁癖:只买历史绝对底部(哪怕PB 1.5倍他都嫌贵);坚持用最保守的**“分部加总法(SOTP)”**算账,对没实现的预期大打折扣甚至不给估值。 4.仓位底线:只要基本面有瑕疵(毛利下滑、现金流变差),哪怕故事再好,仓位也绝不超过10%。 现在,我用这套严苛、保守、务实的实业财务视角,给你出一份《美团(3690.HK)排雷分析报告》: 🕵️♂️ 【代入该作者视角:美团(3690.HK)个股分析】 “美团这个公司,财务方面你同样要多关注它的经营现金流和营销开支。 虽然它是面向C端收现金的平台,没有下游车企‘货卖了钱收不回来’的坏账隐患,但它现在面临的是极其惨烈的**‘同行在本地生活疯狂卷价格’**。它的对手是抖音、阿里、小红书。如果竞争对手继续卷低价团购、发外卖神券,美团为了保住市场份额,就必须把赚来的真金白银全部砸进去做用户补贴和商家返佣。这就导致钱虽然收进来了,但转手就撒出去了,如果价格战继续拉长,单均利润被严重压缩,现金流的造血压力会非常大。 然后你看它的负债和财务成本,公司前几年为了搞社区团购(美团优选)、无人机和出海,发了几十亿美元的可转债和优先票据,公司其实是加大了借款力度的。在目前海外高息环境下,如果核心主业利润下滑,这块利息支出的压力也是实打实的消耗。 这个公司目前的PB(市净率)大概在3到4倍之间波动,虽然相比以前互联网巅峰期的十几倍跌去了大半,但这属于回归传统零售后的历史中位区间,根本不是我找的那种(跌破净资产)的极低估
每天深度分析一个公司财务状况和pe 《1/1000》$美团-W(03690)$ 1.生死线:死盯经营现金流,极度厌恶“卷”(价格战),认为这会恶化回款或消...
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MatthewWalter:
财务分析太细致了,看得我头大。
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Moccasym
·
04-17
磨啊磨,继续磨,今天又是空单起飞的一天吗
$美团-W(03690)$
磨啊磨,继续磨,今天又是空单起飞的一天吗 $美团-W(03690)$
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国际投行研究报告
·
04-22 19:31
发布“小团健康管家”和“健康卡” ,美团要将全家健康管理起来
发布“小团健康管家”和“健康卡” ,美团要将全家健康管理起来 随着居民健康理念持续升级,家庭已成为健康消费的核心单元,家庭健康管理正成为医药零售领域的全新增长极。 4月14日,在乌镇健康大会上,美团医药健康正式发布AI健康管家"小团健康管家"和“健康卡”付费会员服务,首次深度参与家庭健康管理赛道。 "小团健康管家"+“健康卡”的布局,让美团完成了从咨询到履约、从入口到出口的全家人、全周期、全场景闭环,也让其实现了家庭健康服务体系的全面升级。美团医药健康事业部总经理李晓辉表示,家庭健康管理是医药零售的下一个机遇,希望与行业伙伴共建以“家”为中心的15分钟健康服务圈。 健康需求升级:从生病就医向家庭健康管理 这是一个来自美团的真实用户案例。一位来自新一线城市的中年女性,过去一年在美团产生了76次健康相关的消费,平均每5天一次,覆盖儿童用药及视力筛查、慢病管理、父母及个人体检等每个家庭成员的日常健康管理全部场景。 比如,孩子换季过敏了,她会购买过敏药。到了假期,她会给孩子预约儿童视力筛查。此外,她还给自己和爱人下单胃肠镜早筛套餐,为父母在年底安排年度体检。涉及到父亲的高血压药,她则是开通了用药DOT管理服务,会定期复购。 这一案例折射出一个显著的行业趋势:用户对健康的追求,正从“生病才看病”演变为主动、长期、日常化的家庭健康管理。 据国家统计局数据,2025年全国居民人均医疗保健消费支出占家庭消费支出比重达8.7%,延续了近三年来健康消费支出规模持续扩大的态势。美团医药健康数据也印证了这一点:在日常药品需求基础上,主动预防与健康管理类线上健康消费领涨大盘。其中,儿童健康方面,儿童视光防控的消费同比增长114%,儿童体检增长近90%;此外,慢病管理需求持续释放,药械协同占比持续增加,GLP-1类降糖药品消费同比增长291%,血糖仪增长84%,血氧仪增长超60%。 当前,中国居民健康
发布“小团健康管家”和“健康卡” ,美团要将全家健康管理起来
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不买不算亏吧
·
04-15
$美团-W(03690)$
市场从美伊战争中稍作喘息,科技股重回焦点。 进入4月,中东地缘局势逐渐缓和。 近期美伊或再度重返谈判桌,特朗普最新称对伊朗战争“接近结束”。 受此提振,市场情绪加速回暖。
$美团-W(03690)$ 市场从美伊战争中稍作喘息,科技股重回焦点。 进入4月,中东地缘局势逐渐缓和。 近期美伊或再度重返谈判桌,特朗普最新称对伊朗战争...
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陳宏祖
·
04-15
$美团-W(03690)$
竞争态势未有明确改变,亏损修复周期过长。出海盈利计划没有明示。AI应用处在自嗨模式。
$美团-W(03690)$ 竞争态势未有明确改变,亏损修复周期过长。出海盈利计划没有明示。AI应用处在自嗨模式。
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陳宏祖
·
04-15
$美团-W(03690)$
叙事逻辑逆境反转,需要漫长的修复
$美团-W(03690)$ 叙事逻辑逆境反转,需要漫长的修复
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lyzc
·
04-15
$美团-W(03690)$
相信每天会更好
$美团-W(03690)$ 相信每天会更好
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公司概况
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PINK LIMITED
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公司概况
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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