左手阿里，右手美团：_老虎社区_美港股上老虎 - 老虎社区

Jason_知行合一

左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证

目前阿里巴巴(BABA) 和美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰：

1. 阿里端：双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。

2. 美团端：竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。

个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸

反垄断调查开启！阿里、美团，后市如何演绎？

1月8日，在FY26Q3财报前瞻交流中，阿里首次将淘宝闪购2026年的核心目标定调为——市场份额增长，终极目标是拿下即时零售市场的“绝对第一”。1月9日下午，国务院反垄断反不正当竞争委员会办公室在答记者问时表示，将依据《中华人民共和国反垄断法》，对外卖平台服务行业的市场竞争状况开展调查与评估。【本周一美团、阿里股价上涨。大家觉得现在能进场了吗？短期阿里、美团你更看好？】

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

叶子姑娘
2025-12-03
叶子姑娘
再加一个拼多多
- Jason_知行合一:
  那中概➕得太重了
XantheJuliana
2025-12-02
XantheJuliana
阿里美团双赢逻辑站得住，坐等吃肉！

发表看法

3

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":506404009534552,"tweetId":"506404009534552","gmtCreate":1764664476836,"gmtModify":1764664481368,"author":{"id":3494588898557360,"idStr":"3494588898557360","authorId":3494588898557360,"authorIdStr":"3494588898557360","name":"Jason_知行合一","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.03","exceedPercentage":"60.25%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":2,"starInvestorOrderShareNum":0,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"showRor":false,"winRationPercentage":52.941176,"tradeVolumeEst":0},"themes":[{"themeId":"6ca9515d3dad458a9086951353161566","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"反垄断调查开启！阿里、美团，后市如何演绎？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":6ca9515d3dad458a9086951353161566}&rnconfig={\"headerBarHidden\": true}","description":"1月8日，在FY26Q3财报前瞻交流中，阿里首次将淘宝闪购2026年的核心目标定调为——市场份额增长，终极目标是拿下即时零售市场的“绝对第一”。1月9日下午，国务院反垄断反不正当竞争委员会办公室在答记者问时表示，将依据《中华人民共和国反垄断法》，对外卖平台服务行业的市场竞争状况开展调查与评估。【本周一美团、阿里股价上涨。大家觉得现在能进场了吗？短期阿里、美团你更看好？】","image":"https://static.tigerbbs.com/ab536e00c93ede1584bf6c3faa8f991f"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证</p>\n<p>目前 阿里巴巴(BABA) 和 美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰：</p>\n<p>1. 阿里端： 双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。</p>\n<p>2. 美团端： 竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。</p>\n<p>个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸</p></body></html>","htmlText":"<html><head></head><body><p>左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证</p>\n<p>目前 阿里巴巴(BABA) 和 美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰：</p>\n<p>1. 阿里端： 双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。</p>\n<p>2. 美团端： 竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。</p>\n<p>个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸</p></body></html>","text":"左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证 目前 阿里巴巴(BABA) 和 美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰： 1. 阿里端： 双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。 2. 美团端： 竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。 个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/506404009534552","repostId":0,"isVote":1,"tweetType":1,"viewCount":15013,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","03690","MPNGY","09988"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":419,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":506563463988264,"commentId":"506563463988264","gmtCreate":1764703402310,"gmtModify":1764703406582,"authorId":4187177072977352,"author":{"id":4187177072977352,"idStr":"4187177072977352","authorId":4187177072977352,"name":"叶子姑娘","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":506404009534552,"objectIdStr":"506404009534552","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"再加一个拼多多","text":"再加一个拼多多","html":"再加一个拼多多","likeSize":0,"commentSize":1,"subComments":[{"id":507244421541944,"commentId":"507244421541944","gmtCreate":1764819107075,"gmtModify":1764825556147,"authorId":3494588898557360,"author":{"id":3494588898557360,"idStr":"3494588898557360","authorId":3494588898557360,"name":"Jason_知行合一","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.03","exceedPercentage":"60.25%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":506404009534552,"objectIdStr":"506404009534552","type":1,"supId":506563463988264,"supIdStr":"506563463988264","prevId":0,"prevIdStr":"0","content":"那中概➕得太重了","text":"那中概➕得太重了","html":"那中概➕得太重了","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":506410763559944,"commentId":"506410763559944","gmtCreate":1764666121187,"gmtModify":1764666577671,"authorId":9000000000000343,"author":{"id":9000000000000343,"idStr":"9000000000000343","authorId":9000000000000343,"name":"XantheJuliana","avatar":"https://static.tigerbbs.com/f28da48e3ea5979e903256fc9086c1d4","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":506404009534552,"objectIdStr":"506404009534552","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阿里美团双赢逻辑站得住，坐等吃肉！","text":"阿里美团双赢逻辑站得住，坐等吃肉！","html":"阿里美团双赢逻辑站得住，坐等吃肉！","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/506404009534552"}