外卖这点品类有多少利_老虎社区_美港股上老虎

外卖这点品类有多少利润，美团要再撘个电商平台和物流体系，拓展全品类吗？

美团所谓的护城河，更多是虚幻和自吹。在真枪实弹面前，钱、物、人，拿什么去和阿里拼？

$美团-W (03690.HK)$ 于今日港股盘后公布2025年第三季度业绩。财报显示：营收为954.88亿元(人民币，下同)，同比增长2%，市场预期974.74亿元；经调整净亏损为160.10亿元，去年同期经调整净利润128.29亿元，市场预期亏损139.61亿元。好在淘宝闪购的第一阶段规模扩张结束，当前已进入第二阶段，即“效率优化”阶段。【大家觉得3季度是否已经到了外卖大战的业绩底？美团，绩后你会考虑逢低买入吗？】

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