BABA和美团打外卖_老虎社区_美港股上老虎

BABA和美团打外卖大战，目前看来是两败俱伤，奈何BABA体量够大，现在AI做的也不错，稳定在了全球第一梯队。后面还是更看好BABA的长期增长。

$美团-W (03690.HK)$ 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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

EmilyMark
11-28
EmilyMark
阿里AI护城河稳了，长期拿住准没错！
古天乐666
11-29
古天乐666
淘宝商家称消费者为孙子
GregoryRichardson
11-28
GregoryRichardson
阿里这波熬过去就是王者了

发表看法

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