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不高兴的小欣
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不高兴的小欣
11-04 11:42
$小米集团-W(01810)$
服,我也被套了
不高兴的小欣
10-31
$小米集团-W(01810)$
60多的时候翻10倍不跑,现在有啥可说的,55-60持续了大半年不跑
不高兴的小欣
10-31
$美团-W(03690)$
太假了
不高兴的小欣
10-21
$美团-W(03690)$
破产股一直做空就好,自己老婆都在核心ssteam,你让别人怎么工作?
不高兴的小欣
10-18
$美团-W(03690)$
美团股价人民币86,饿了么期权公允价36+50=86元人民币。竟然完全一样。美团搞了十多年外卖搞了个寂寞。
不高兴的小欣
10-17
$小米集团-W(01810)$
长达半年的出手机会,不卖。赔了怪雷军?
不高兴的小欣
10-17
$美团-W(03690)$
王普中的发言就是求饶🧎,我没看到任何解决办法。市场根本不在乎理由。
不高兴的小欣
10-16
酸
美团王莆中:性价比绝不应靠同行内卷
不高兴的小欣
10-13
$小米集团-W(01810)$
给了你一年的时间,你不跑,赔了算谁的?感谢雷军,小米赶紧跌
不高兴的小欣
10-08
高德增长150%
美团旅行:假期带动平台出行订单量同比增超30%
不高兴的小欣
10-02
$美团-W(03690)$
王普中干成这样还不辞职吗?大街上随便找个人也比他强吧?
不高兴的小欣
10-02
$美团-W(03690)$
说真的,王兴自杀算了,企业做成这样。能力和王思聪差不多。
不高兴的小欣
09-30
$美团-W(03690)$
别的企业都加油搞业务,美团全公司在忙着搞晋升。据说一堆垃圾员工又要涨薪了。
不高兴的小欣
09-30
不补贴都没人用了
双节前美团推出亿元补贴,覆盖“吃住行游娱购医”
不高兴的小欣
09-30
$美团-W(03690)$
美团科学家张金毛和夏话瞎都做出啥来了这些年?
不高兴的小欣
09-30
$美团-W(03690)$
就是下一个恒大、乐视。
不高兴的小欣
09-30
美团这企业没啥希望了。死猫跳一下最多
数据打脸?骑手APP告诉你:即时零售的真正王者到底是谁!
不高兴的小欣
09-26
$美团-W(03690)$
这企业就是恒大,王兴就是下一个许家印
不高兴的小欣
09-25
$美团-W(03690)$
王兴和王思聪水平差不多,纨绔子弟而已
不高兴的小欣
09-24
$美团-W(03690)$
中国互联网公司的残次品
去老虎APP查看更多动态
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王普中的发言就是求饶🧎,我没看到任何解决办法。市场根本不在乎理由。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489999941497208","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489786796060904,"gmtCreate":1760604518348,"gmtModify":1760604520665,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"酸","listText":"酸","text":"酸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489786796060904","repostId":"2575713428","repostType":2,"repost":{"id":"2575713428","kind":"news","pubTimestamp":1760603040,"share":"https://www.laohu8.com/m/news/2575713428?lang=&edition=full","pubTime":"2025-10-16 16:24","market":"other","language":"zh","title":"美团王莆中:性价比绝不应靠同行内卷","url":"https://stock-news.laohu8.com/highlight/detail?id=2575713428","media":"新浪科技","summary":"新浪科技讯 10月16日下午消息,第八届餐饮产业大会上,美团核心本地商业CEO王莆中表示:“顾客对超级性价比的需求,正在重塑餐饮业。”谈及餐饮超级性价比如何实现,王莆中表示,性价比绝不应靠同行内卷,而是需要商家发挥结构性成本优势,实现全方位经营水平提升。 王莆中同时介绍,过去一年里,美团通过组织闭门会、走访、问卷调研等形式对近60万商家进行沟通,获取超1700条建议和反馈,推动产品和机制近900次迭代。","content":"<html><body><div>\n<p> 新浪科技讯 10月16日下午消息,第八届餐饮产业大会上,<a href=\"https://laohu8.com/S/MPNGY\">美团</a>核心本地商业CEO王莆中表示:“顾客对超级性价比的需求,正在重塑餐饮业。”谈及餐饮超级性价比如何实现,王莆中表示,性价比绝不应靠同行内卷,而是需要商家发挥结构性成本优势,实现全方位经营水平提升。</p>\n<p> 面对这一超级性价比时代,王莆中表示,<a href=\"https://laohu8.com/S/03690\">美团</a>将继续坚持餐饮行业长效经营阵地的定位,不做单纯的流量平台,而是深度融入商家经营全链路。在“引客,即把人引进来、送餐,即把餐送出去、提效,即把经营效率提上来”三大商家经营核心问题上,为商家提供各项支持,为堂食、外卖双主场保驾护航,助力商家实现持续稳定增长。</p>\n<p> 王莆中同时介绍,过去一年里,美团通过组织闭门会、走访、问卷调研等形式对近60万商家进行沟通,获取超1700条建议和反馈,推动产品和机制近900次迭代。“感谢大家对我们的建议、抱怨,我们将坚定地和大家一起去解决问题,做好商家的长期伙伴。”(罗宁)</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:何俊熹 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团王莆中:性价比绝不应靠同行内卷</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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class=\"title\">\n美团王莆中:性价比绝不应靠同行内卷\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-16 16:24 北京时间 <a href=https://finance.sina.com.cn/tech/2025-10-16/doc-infuaqmq9695750.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 10月16日下午消息,第八届餐饮产业大会上,美团核心本地商业CEO王莆中表示:“顾客对超级性价比的需求,正在重塑餐饮业。”谈及餐饮超级性价比如何实现,王莆中表示,性价比绝不应靠同行内卷,而是需要商家发挥结构性成本优势,实现全方位经营水平提升。\n 面对这一超级性价比时代,王莆中表示,美团将继续坚持餐饮行业长效经营阵地的定位,不做单纯的流量平台,而是深度融入商家经营全链路。在“引客,即把...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2025-10-16/doc-infuaqmq9695750.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE 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王莆中同时介绍,过去一年里,美团通过组织闭门会、走访、问卷调研等形式对近60万商家进行沟通,获取超1700条建议和反馈,推动产品和机制近900次迭代。“感谢大家对我们的建议、抱怨,我们将坚定地和大家一起去解决问题,做好商家的长期伙伴。”(罗宁)\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:何俊熹","news_type":1,"symbols_score_info":{"03690":1.5,"METmain":1.5,"HMTD.SI":0.6,"MPNGY":1.5}},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488662948057256,"gmtCreate":1760329630079,"gmtModify":1760329631954,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 给了你一年的时间,你不跑,赔了算谁的?感谢雷军,小米赶紧跌","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 给了你一年的时间,你不跑,赔了算谁的?感谢雷军,小米赶紧跌","text":"$小米集团-W(01810)$ 给了你一年的时间,你不跑,赔了算谁的?感谢雷军,小米赶紧跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488662948057256","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486890456187760,"gmtCreate":1759898634517,"gmtModify":1759898636743,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"高德增长150%","listText":"高德增长150%","text":"高德增长150%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486890456187760","repostId":"2573116139","repostType":2,"repost":{"id":"2573116139","kind":"news","pubTimestamp":1759896000,"share":"https://www.laohu8.com/m/news/2573116139?lang=&edition=full","pubTime":"2025-10-08 12:00","market":"hk","language":"zh","title":"美团旅行:假期带动平台出行订单量同比增超30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2573116139","media":"市场资讯","summary":" 10月8日消息,美团旅行发布数据显示,长达八天的超级黄金周,带动平台出行订单量较2024年国庆假期增长超30%。以新疆阿勒泰地区为例,美团旅行上的国庆假期文旅订单量同比增长35%,酒店预订同比增长约45%。内蒙古赤峰、云南保山、四川泸州等目的地国庆假期文旅订单量均增超50%。数据显示,国庆中秋假期的机票、火车票订单中,20-30岁人群占比超过50%,年轻人成为假期旅游出行消费的新主力。","content":"<html><body><article><p>炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!</p><p>(来源:<a href=\"https://laohu8.com/S/NTES\">网易</a>科技报道)</p><p>10月8日消息,<a href=\"https://laohu8.com/S/MPNGY\">美团</a>旅行发布数据显示,长达八天的超级黄金周,带动平台出行订单量较2024年国庆假期增长超30%。</p><p>数据显示,国庆中秋假期,文旅消费Top10目的地城市分别为南京、成都、西安、北京、重庆、武汉、长沙、洛阳、上海、广州。</p><p>数据显示,国庆假期酒店预订增幅Top10目的地分别为:新疆阿勒泰地区、内蒙古<a href=\"https://laohu8.com/S/06693\">赤峰</a>、云南保山、辽宁朝阳、云南普洱、甘肃武威、内蒙古呼伦贝尔、四川泸州、山东德州、湖南怀化,其中大部分均是长线游的典型目的地。以新疆阿勒泰地区为例,<a href=\"https://laohu8.com/S/03690\">美团</a>旅行上的国庆假期文旅订单量同比增长35%,酒店预订同比增长约45%。内蒙古赤峰、云南保山、四川泸州等目的地国庆假期文旅订单量均增超50%。</p><p>数据显示,国庆中秋假期的机票、火车票订单中,20-30岁人群占比超过50%,年轻人成为假期旅游出行消费的新主力。</p><p>数据显示,国庆假期,因“鸡排哥”屡登热搜的景德镇文旅预订量同比上涨15%,其中20-30岁年轻人占比达50%,五星级酒店订单人次同比增加近30%,Top5的客源地分别是北京、武汉、上海、杭州、深圳。</p><p>美团、大众点评数据显示,国庆假期,“必吃榜”热门城市Top10分别为上海、北京、广州、成都、杭州、苏州、天津、南京、深圳、武汉,宝藏美食小城Top10分别为<a href=\"https://laohu8.com/S/1MZ.SI\">南昌</a>、泉州、珠海、湖州、汕头、南通、嘉兴、台州、扬州、绍兴。(易智)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团旅行:假期带动平台出行订单量同比增超30%</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100812345597235ff0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0541501648.USD":"ALLSPRING EMERGING MARKETS EQUITY 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025100812345597235ff0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2573116139","content_text":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!(来源:网易科技报道)10月8日消息,美团旅行发布数据显示,长达八天的超级黄金周,带动平台出行订单量较2024年国庆假期增长超30%。数据显示,国庆中秋假期,文旅消费Top10目的地城市分别为南京、成都、西安、北京、重庆、武汉、长沙、洛阳、上海、广州。数据显示,国庆假期酒店预订增幅Top10目的地分别为:新疆阿勒泰地区、内蒙古赤峰、云南保山、辽宁朝阳、云南普洱、甘肃武威、内蒙古呼伦贝尔、四川泸州、山东德州、湖南怀化,其中大部分均是长线游的典型目的地。以新疆阿勒泰地区为例,美团旅行上的国庆假期文旅订单量同比增长35%,酒店预订同比增长约45%。内蒙古赤峰、云南保山、四川泸州等目的地国庆假期文旅订单量均增超50%。数据显示,国庆中秋假期的机票、火车票订单中,20-30岁人群占比超过50%,年轻人成为假期旅游出行消费的新主力。数据显示,国庆假期,因“鸡排哥”屡登热搜的景德镇文旅预订量同比上涨15%,其中20-30岁年轻人占比达50%,五星级酒店订单人次同比增加近30%,Top5的客源地分别是北京、武汉、上海、杭州、深圳。美团、大众点评数据显示,国庆假期,“必吃榜”热门城市Top10分别为上海、北京、广州、成都、杭州、苏州、天津、南京、深圳、武汉,宝藏美食小城Top10分别为南昌、泉州、珠海、湖州、汕头、南通、嘉兴、台州、扬州、绍兴。(易智)","news_type":1,"symbols_score_info":{"03690":1.5,"METmain":0.6,"HMTD.SI":0.6,"MPNGY":0.6}},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484813565640888,"gmtCreate":1759391665349,"gmtModify":1759391667201,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v> 王普中干成这样还不辞职吗?大街上随便找个人也比他强吧?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v> 王普中干成这样还不辞职吗?大街上随便找个人也比他强吧?","text":"$美团-W(03690)$ 王普中干成这样还不辞职吗?大街上随便找个人也比他强吧?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484813565640888","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484733887287528,"gmtCreate":1759372427425,"gmtModify":1759372814346,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v> 说真的,王兴自杀算了,企业做成这样。能力和王思聪差不多。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v> 说真的,王兴自杀算了,企业做成这样。能力和王思聪差不多。","text":"$美团-W(03690)$ 说真的,王兴自杀算了,企业做成这样。能力和王思聪差不多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484733887287528","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484083035005160,"gmtCreate":1759213527942,"gmtModify":1759215360261,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v> 别的企业都加油搞业务,美团全公司在忙着搞晋升。据说一堆垃圾员工又要涨薪了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v> 别的企业都加油搞业务,美团全公司在忙着搞晋升。据说一堆垃圾员工又要涨薪了。","text":"$美团-W(03690)$ 别的企业都加油搞业务,美团全公司在忙着搞晋升。据说一堆垃圾员工又要涨薪了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484083035005160","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484082686239480,"gmtCreate":1759212916391,"gmtModify":1759212918581,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"不补贴都没人用了","listText":"不补贴都没人用了","text":"不补贴都没人用了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484082686239480","repostId":"2571394507","repostType":2,"repost":{"id":"2571394507","kind":"news","pubTimestamp":1759202220,"share":"https://www.laohu8.com/m/news/2571394507?lang=&edition=full","pubTime":"2025-09-30 11:17","market":"hk","language":"zh","title":"双节前美团推出亿元补贴,覆盖“吃住行游娱购医”","url":"https://stock-news.laohu8.com/highlight/detail?id=2571394507","media":"新快报","summary":"目前,美团自营大药房的航空运输网络已覆盖366个城市,90%以上订单实现“当日或次日达”。美团核心本地商业相关负责人表示,本次补贴活动重点围绕消费者“吃住行游娱购医”的全场景需求打造,同时,美团也积极联合各地商家和生态合作伙伴,以数字化工具和多元产品服务激活消费潜力,助推假日经济升温,带动消费增长。","content":"<html><body><article><p>新快报讯9月30日,在金秋旅游消费旺季来临之际,<a href=\"https://laohu8.com/S/MPNGY\">美团</a>推出亿元补贴,覆盖餐饮外卖、堂食、酒店旅行、休闲玩乐、闪购、医药等“吃住行游娱购医”多业态,并联动“必吃榜”“必玩榜”“必住榜”“必点榜”等“必系列”榜单及“黑珍珠餐厅指南”等,共同为消费者打造“吃玩尽兴、消费安心”的假期美好体验。同时,即日起至10月12日,大众点评“品质外卖”将发放5000万张“品质堂食外卖消费券”,进一步点燃双节消费热潮。</p><p>据介绍,今年“十一”假期,大众点评“必吃榜”将携手榜单上的一众烟火小店、市井老店,推出近2000款最低3折起、平均5折的“必吃套餐”,覆盖泉州、温州、佛山等“味蕾游”热门宝藏城市,游客假期出游可以用更优惠的价格品尝地道风味。假期中,大众点评将联动境外“必吃榜”餐厅,以及《一饭封神》热门餐厅、日本百年特色老店等美食商家,上线高质价比团购套餐及预订服务,并面向用户发放境外专属“味蕾游”消费券,让中国游客在境外“吃得更好、更优惠”。</p><p>10月1日当天,<a href=\"https://laohu8.com/S/03690\">美团</a>餐饮团购还将开启会员专属活动,<a href=\"https://laohu8.com/S/BDE\">黑钻</a>会员可随机领取20个重点旅游城市的101份地方小吃美食券,当天线上兑换,可直接到店消费体验,也可以转赠亲朋好友。</p><p>此外,即日起至10月12日,大众点评“品质外卖”将发放5000万张“品质堂食外卖消费券”,覆盖“必吃榜”“黑珍珠”以及高星酒店餐厅外卖,帮游客节省排队时间。美团外卖也将联合全国近20万家茶饮门店,推出“买一赠一”大促活动,其中既有<a href=\"https://laohu8.com/S/01364\">古茗</a>、<a href=\"https://laohu8.com/S/02555\">茶百道</a>、<a href=\"https://laohu8.com/S/02589\">沪上阿姨</a>、库迪咖啡、<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>等知名茶饮品牌,也包括各地特色茶饮小店。</p><p>会员权益方面,9月30日起,美团旅行将在机场贵宾厅权益基础上,为黑钻会员新增机场快速通道权益,该权益可覆盖北上广深等城市20个以上机场站点和30个以上航站楼。国庆期间,美团旅行还将发放“国庆连住酒店神券”等优惠,会员订房将赠送10倍积分福利,用于兑换免费房晚、升房及早餐等权益。节后,美团黑钻会员购买上海<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>乐园“一日票”可领取“尊享卡”权益,会员在乐园游玩部分指定项目时,可享快速通道权益,节省排队时间。</p><p>助力一站式深度旅游,美团旅行推出低至7折的“奔县游”住玩套餐,同时提供小团游“美团好品”服务保障,用户不用费心做攻略,还可享888元跟团券包。在深度旅游时代,各地的休闲玩乐体验也成为旅游的重要组成部分。作为“城市玩乐指南”的“必玩榜”,将在假期携手58城的上榜玩乐地,推出近2000款“必玩套餐”,用户可领取288元玩乐消费券,以更优惠的价格体验极具本地特色的城市玩乐项目</p><p>顺应消费者的“双节”礼赠需求,美团闪购节前上线名酒7折起、预约1499元飞天茅台、啤酒抽免单、888元团圆消费券包等促消费活动。目前,各大名酒品牌超过2000家门店已在美团闪购上线“名酒送前实拍返图”等多项服务保障新举措,为消费者创造“又快又安心”的礼赠消费体验。</p><p>安心出游才是旅途顺利的关键。为保障假期出行备药的运输时效,美团自营大药房和<a href=\"https://laohu8.com/S/09699\">顺丰</a>合作,为用户提供更快速的送达服务。对于部分高值药、季节性亟需慢病类药物和冷链药品,美团可通过顺丰空运保障发货时效。目前,美团自营大药房的航空运输网络已覆盖366个城市,90%以上订单实现“当日或次日达”。</p><p>美团核心本地商业相关负责人表示,本次补贴活动重点围绕消费者“吃住行游娱购医”的全场景需求打造,同时,美团也积极联合各地商家和生态合作伙伴,以数字化工具和多元产品服务激活消费潜力,助推假日经济升温,带动消费增长。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025093011441697b21c5a&s=b><strong>新快报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新快报讯9月30日,在金秋旅游消费旺季来临之际,美团推出亿元补贴,覆盖餐饮外卖、堂食、酒店旅行、休闲玩乐、闪购、医药等“吃住行游娱购医”多业态,并联动“必吃榜”“必玩榜”“必住榜”“必点榜”等“必系列”榜单及“黑珍珠餐厅指南”等,共同为消费者打造“吃玩尽兴、消费安心”的假期美好体验。同时,即日起至10月12日,大众点评“品质外卖”将发放5000万张“品质堂食外卖消费券”,进一步点燃双节消费热潮。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025093011441697b21c5a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK1575":"同股不同权","SG9999001689.USD":"施罗德亚洲成长股票","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) 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就是下一个恒大、乐视。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484074368541144","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484072213598368,"gmtCreate":1759210407784,"gmtModify":1759210410365,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"美团这企业没啥希望了。死猫跳一下最多","listText":"美团这企业没啥希望了。死猫跳一下最多","text":"美团这企业没啥希望了。死猫跳一下最多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484072213598368","repostId":"2571794395","repostType":2,"repost":{"id":"2571794395","kind":"news","pubTimestamp":1759196704,"share":"https://www.laohu8.com/m/news/2571794395?lang=&edition=full","pubTime":"2025-09-30 09:45","market":"hk","language":"zh","title":"数据打脸?骑手APP告诉你:即时零售的真正王者到底是谁!","url":"https://stock-news.laohu8.com/highlight/detail?id=2571794395","media":"锐艺商业","summary":"运力,才是即时零售战场上最硬的通货。这意味着,在即时零售的“供给侧”,美团能动用的活跃运力网络,拥有压倒性的规模优势。其中,美团全职骑手APP以人均每日290分钟高居榜首,远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实:无论是骑手数量,还是骑手的在线投入时长,美团都建立了坚实的壁垒。即时零售的本质,是“零售”与“即时物流”的深度融合。","content":"<html><body><article><p>运力,才是即时零售战场上最硬的通货。</p><p>近日,随着<a href=\"https://laohu8.com/S/BABA\">阿里</a>掌门人蒋凡公开表示“<a href=\"https://laohu8.com/S/09988\">阿里</a>市场份额已实现领先”,而<a href=\"https://laohu8.com/S/MPNGY\">美团</a>大将王莆中则选择沉默,一场关于“即时零售一哥”之争的口水战被推至台前。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930101448829v163z4y92juhs6h\"/><p>大佬隔空喊话,资本市场雾里看花,一时间,消费者也迷糊了:我天天用的这些平台,到底谁才是真正的老大?</p><p>口号可以喊,战略可以讲,但有一个最朴素的指标,往往最能反映战局的真实情况——那就是骑手端的数据。</p><p>毕竟,订单最终要靠骑手的一单一跑来完成。骑手在哪里聚集,哪里活跃度最高,订单的源头就在哪里。</p><p>我们不妨抛开公关话术,直接看向第三方数据机构QM的骑手APP洞察。这组数据,或许能为我们拨开迷雾。</p><p>///</p><p>运力不会说谎:<a href=\"https://laohu8.com/S/03690\">美团</a>的骑手生态依然“底盘”稳固</p><p>数据是最客观的裁判。8月份的数据显示:</p><p>1、在骑手规模上</p><p>主打众包模式的美团骑手APP,日活跃用户(DAU)高达490万。这个数字是什么概念?</p><p>它是阿里旗下“蜂鸟众包”APP的2倍,更是<a href=\"https://laohu8.com/S/JD\">京东</a>到家骑手APP的3倍。这意味着,在即时零售的“供给侧”,美团能动用的活跃运力网络,拥有压倒性的规模优势。</p><p>2、在骑手粘性上</p><p>衡量骑手投入程度的“人均单日使用时长”指标,美团同样领先。其中,美团全职骑手APP以人均每日290分钟(近5小时)高居榜首,远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。</p><p>这两组数据指向一个核心事实:无论是骑手数量,还是骑手的在线投入时长,美团都建立了坚实的壁垒。更多的骑手意味着更广泛的覆盖和更快的响应速度;更长的在线时长则意味着运力池更稳定、更可靠。这直接决定了平台履约能力的上限。</p><p>///</p><p>深度解析:为何“运力”是决胜负的关键?</p><p>即时零售的本质,是“零售”与“即时物流”的深度融合。商品可以整合,流量可以购买,但一张高效、密集、响应迅速的即时配送网络,绝非一朝一夕可以<a href=\"https://laohu8.com/S/01630\">建成</a>。</p><p>1、美团的“高频打低频”逻辑依然有效</p><p>外卖是最高频的即时零售需求,它像一条永不干涸的河流,滋养着庞大的骑手队伍。基于外卖建立的运力网络,可以近乎零成本地复用给鲜花、药品、零食等零售业务,形成强大的协同效应。</p><p>阿里(饿了么)虽然也在努力拓展非餐业务,但其在外卖基本盘上相对弱势,导致其运力网络的“活水”来源不如美团充沛。</p><p>2、“众包+专送”双轮驱动的生态优势</p><p>数据显示中,美团无论是众包骑手的活跃度还是专送骑手的忠诚度都表现优异。这种混合模式兼具了弹性(应对波峰波谷)和稳定性(保障核心商圈和服务质量),构成了一个更有韧性的运力生态系统。</p><p>3、从“送外卖”到“送万物”,信任的迁移</p><p>用户对“准时”的极度敏感,培养出了对配送平台的信任。当用户想买一瓶水、一盒电池时,他本能会选择那个最能“准时”送到外卖的平台。这种由高频服务建立的信任感,会自然迁移到低频但更广阔的即时零售场景中。</p><p>///</p><p>领跑者依然是美团,但战争远未结束</p><p>蒋凡的“领先”宣言,并非空穴来风。它反映了阿里在整合饿了么、淘鲜达、盒马等资源后,在SKU丰富度、品牌商合作和流量导入上取得的显著进展。京东则依托其强大的供应链基础,在3C、家电等品类上具有独特优势。</p><p>然而,当前的战局表明,美团凭借其根深蒂固的运力网络和用户心智,在即时零售的“即时”这一核心维度上,依然保持着领跑地位。</p><p>王莆中的“不吭声”,或许正是一种基于实力沉淀的自信,因为数据已经替他发声。</p><p>未来的竞争,将是“商品力”与“履约力”的双重比拼。阿里、京东需要思考如何补足运力网络的短板;而美团则需要证明自己不仅能“送得快”,还能“货更全”、“价更优”。</p><p>那么,对于未来,你更看好谁呢?</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b><strong>锐艺商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>运力,才是即时零售战场上最硬的通货。近日,随着阿里掌门人蒋凡公开表示“阿里市场份额已实现领先”,而美团大将王莆中则选择沉默,一场关于“即时零售一哥”之争的口水战被推至台前。大佬隔空喊话,资本市场雾里看花,一时间,消费者也迷糊了:我天天用的这些平台,到底谁才是真正的老大?口号可以喊,战略可以讲,但有一个最朴素的指标,往往最能反映战局的真实情况——那就是骑手端的数据。毕竟,订单最终要靠骑手的一单一跑来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","89988":"阿里巴巴-WR","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","HBBD.SI":"Alibaba HK SDR 5to1","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930101450a44d769e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571794395","content_text":"运力,才是即时零售战场上最硬的通货。近日,随着阿里掌门人蒋凡公开表示“阿里市场份额已实现领先”,而美团大将王莆中则选择沉默,一场关于“即时零售一哥”之争的口水战被推至台前。大佬隔空喊话,资本市场雾里看花,一时间,消费者也迷糊了:我天天用的这些平台,到底谁才是真正的老大?口号可以喊,战略可以讲,但有一个最朴素的指标,往往最能反映战局的真实情况——那就是骑手端的数据。毕竟,订单最终要靠骑手的一单一跑来完成。骑手在哪里聚集,哪里活跃度最高,订单的源头就在哪里。我们不妨抛开公关话术,直接看向第三方数据机构QM的骑手APP洞察。这组数据,或许能为我们拨开迷雾。///运力不会说谎:美团的骑手生态依然“底盘”稳固数据是最客观的裁判。8月份的数据显示:1、在骑手规模上主打众包模式的美团骑手APP,日活跃用户(DAU)高达490万。这个数字是什么概念?它是阿里旗下“蜂鸟众包”APP的2倍,更是京东到家骑手APP的3倍。这意味着,在即时零售的“供给侧”,美团能动用的活跃运力网络,拥有压倒性的规模优势。2、在骑手粘性上衡量骑手投入程度的“人均单日使用时长”指标,美团同样领先。其中,美团全职骑手APP以人均每日290分钟(近5小时)高居榜首,远超蜂鸟专送APP的235分钟。甚至美团的众包骑手APP也达到了153分钟。这两组数据指向一个核心事实:无论是骑手数量,还是骑手的在线投入时长,美团都建立了坚实的壁垒。更多的骑手意味着更广泛的覆盖和更快的响应速度;更长的在线时长则意味着运力池更稳定、更可靠。这直接决定了平台履约能力的上限。///深度解析:为何“运力”是决胜负的关键?即时零售的本质,是“零售”与“即时物流”的深度融合。商品可以整合,流量可以购买,但一张高效、密集、响应迅速的即时配送网络,绝非一朝一夕可以建成。1、美团的“高频打低频”逻辑依然有效外卖是最高频的即时零售需求,它像一条永不干涸的河流,滋养着庞大的骑手队伍。基于外卖建立的运力网络,可以近乎零成本地复用给鲜花、药品、零食等零售业务,形成强大的协同效应。阿里(饿了么)虽然也在努力拓展非餐业务,但其在外卖基本盘上相对弱势,导致其运力网络的“活水”来源不如美团充沛。2、“众包+专送”双轮驱动的生态优势数据显示中,美团无论是众包骑手的活跃度还是专送骑手的忠诚度都表现优异。这种混合模式兼具了弹性(应对波峰波谷)和稳定性(保障核心商圈和服务质量),构成了一个更有韧性的运力生态系统。3、从“送外卖”到“送万物”,信任的迁移用户对“准时”的极度敏感,培养出了对配送平台的信任。当用户想买一瓶水、一盒电池时,他本能会选择那个最能“准时”送到外卖的平台。这种由高频服务建立的信任感,会自然迁移到低频但更广阔的即时零售场景中。///领跑者依然是美团,但战争远未结束蒋凡的“领先”宣言,并非空穴来风。它反映了阿里在整合饿了么、淘鲜达、盒马等资源后,在SKU丰富度、品牌商合作和流量导入上取得的显著进展。京东则依托其强大的供应链基础,在3C、家电等品类上具有独特优势。然而,当前的战局表明,美团凭借其根深蒂固的运力网络和用户心智,在即时零售的“即时”这一核心维度上,依然保持着领跑地位。王莆中的“不吭声”,或许正是一种基于实力沉淀的自信,因为数据已经替他发声。未来的竞争,将是“商品力”与“履约力”的双重比拼。阿里、京东需要思考如何补足运力网络的短板;而美团则需要证明自己不仅能“送得快”,还能“货更全”、“价更优”。那么,对于未来,你更看好谁呢?","news_type":1,"symbols_score_info":{"83690":0.9,"89988":0.6,"03690":0.9,"09988":0.9,"ALBmain":0.6,"METmain":0.6,"HBBD.SI":0.6,"HMTD.SI":0.6,"MPNGY":0.6}},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482660343820552,"gmtCreate":1758865990342,"gmtModify":1758865992065,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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跌的确实有点夸张了,最近20个交易日,出现了跌5涨1,跌6涨1,跌6涨1。最近20个交易日跌16个。这种暴跌速度,只在恒大上见过,最近一个月暴跌26%","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/392181461647848","isVote":1,"tweetType":1,"viewCount":6708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513716780842222","authorId":"3513716780842222","name":"奔大康","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3513716780842222","authorIdStr":"3513716780842222"},"content":"前面60-200暴涨就不夸张吗?","text":"前面60-200暴涨就不夸张吗?","html":"前面60-200暴涨就不夸张吗?"},{"author":{"id":"3494314295033535","authorId":"3494314295033535","name":"LogicalWing","avatar":"https://static.tigerbbs.com/1bf4a2a2a9c706853c6e44d3e47098e5","crmLevel":9,"crmLevelSwitch":1,"idStr":"3494314295033535","authorIdStr":"3494314295033535"},"content":"为啥如此夸张..","text":"为啥如此夸张..","html":"为啥如此夸张.."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410122974843272,"gmtCreate":1741137829128,"gmtModify":1741137830780,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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