$美团-W(0369_老虎社区_美港股上老虎

$美团-W(03690)$美团这财报说实话比我预期还猛，核心本地生活业务增速回暖，毛利率也实打实回来了。市场短期杀它更多是预期太高加上板块轮动，不是基本面出问题。业绩兑现了股价还没跟上，反倒成了加仓的好机会

宇树准备在A股IPO ，美团是它的一个股东，2024 年春节前，宇树科技完成了 B2 轮融资，美团投资金额近 10 亿元人民币，持有8%的股份，是宇树科技第一大机构股东。【大家觉得宇树IPO，能否间接利好美团？外卖“反内卷”政策下，美团股价能否顺势反弹？】

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