多猫猫的个人主页 - 老虎社区

多猫猫

多猫猫

别问，问就是：满仓干

IP属地：江苏

279关注

21粉丝

2主题

0勋章

2020-07-08

$蓝城兄弟(BLCT)$感谢老虎，感谢兄弟，赚了一部手机的钱。谁知道这个APP在哪里下，去支持你们。[开心]

2021-02-04

$阿里巴巴(BABA)$今晚上290。求点赞，求回复。

2021-02-09

$容联云(RAAS)$今晚翻倍。支持的点赞

2020-12-09

$阿里巴巴-SW(09988)$350，迟早的事

2020-10-18

$蔚来(NIO)$40迟早的事

2020-10-31

$特斯拉(TSLA)$382买入抄底了

2020-10-26

$跟谁学(GSX)$看不懂逻辑

2020-07-08

$蓝城兄弟(BLCT)$在隔壁200股中了10股，看来申购挺火热

2020-08-01

$小米集团-W(01810)$应该会回17元，看好雷布斯

2020-07-02

$HYGIEIA GROUP(01650)$套路回拨，有肉吃！50手不知道能中多少

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3554805066370551","uuid":"3554805066370551","gmtCreate":1591711044016,"gmtModify":1597915570845,"name":"多猫猫","pinyin":"dmmduomaomao","introduction":"","introductionEn":"","signature":"别问，问就是：满仓干","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","hatId":"tiger_head_frame","hatName":"小虎头像框","vip":1,"status":2,"fanSize":21,"headSize":279,"tweetSize":92,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.89%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.92%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":681791637,"gmtCreate":1657161634434,"gmtModify":1704866714091,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IMTE\">$Integrated Media Technology Limited(IMTE)$</a>升到10元","listText":"<a href=\"https://laohu8.com/S/IMTE\">$Integrated Media Technology Limited(IMTE)$</a>升到10元","text":"$Integrated Media Technology Limited(IMTE)$升到10元","images":[{"img":"https://static.tigerbbs.com/d0b0bdf34eebd04ed6c35aa27594963d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681791637","isVote":1,"tweetType":1,"viewCount":4663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":387935141,"gmtCreate":1613707639083,"gmtModify":1613707639083,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>加仓机会","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>加仓机会","text":"$蔚来(NIO)$加仓机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387935141","isVote":1,"tweetType":1,"viewCount":3759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387935076,"gmtCreate":1613707614495,"gmtModify":1613707614495,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>转灯","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>转灯","text":"$阿里巴巴-SW(09988)$转灯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387935076","isVote":1,"tweetType":1,"viewCount":3941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384324756,"gmtCreate":1613617769875,"gmtModify":1613617769875,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>慢慢来","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>慢慢来","text":"$阿里巴巴-SW(09988)$慢慢来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384324756","isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382204078,"gmtCreate":1613448471694,"gmtModify":1613448471694,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>加油，","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>加油，","text":"$阿里巴巴-SW(09988)$加油，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382204078","isVote":1,"tweetType":1,"viewCount":4172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386263996,"gmtCreate":1613185591915,"gmtModify":1613185591915,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>拉总牛逼，加油上200","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>拉总牛逼，加油上200","text":"$跟谁学(GSX)$拉总牛逼，加油上200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386263996","isVote":1,"tweetType":1,"viewCount":4230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383119663,"gmtCreate":1612850607952,"gmtModify":1703765807707,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>今晚翻倍。支持的点赞","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>今晚翻倍。支持的点赞","text":"$容联云(RAAS)$今晚翻倍。支持的点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/383119663","isVote":1,"tweetType":1,"viewCount":4874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317196186,"gmtCreate":1612425836145,"gmtModify":1703761651589,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>今晚上290。求点赞，求回复。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>今晚上290。求点赞，求回复。","text":"$阿里巴巴(BABA)$今晚上290。求点赞，求回复。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/317196186","isVote":1,"tweetType":1,"viewCount":7919,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537414620662098","authorId":"3537414620662098","name":"Williamwang","avatar":"https://static.tigerbbs.com/4c93ee6a31fe3253e71d7b84c124fc38","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3537414620662098","idStr":"3537414620662098"},"content":"Although I also hold positions, 290 seems to be unrealistic.","text":"Although I also hold positions, 290 seems to be unrealistic.","html":"Although I also hold positions, 290 seems to be unrealistic."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310944612,"gmtCreate":1611243838936,"gmtModify":1703749204007,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>坚定持有","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>坚定持有","text":"$阿里巴巴(BABA)$坚定持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/310944612","isVote":1,"tweetType":1,"viewCount":7077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339220698,"gmtCreate":1608876615914,"gmtModify":1703737245261,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>抄底","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>抄底","text":"$阿里巴巴-SW(09988)$抄底","images":[{"img":"https://static.tigerbbs.com/0042552815152faa3f535d938eae0dc5","width":"640","height":"413"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339220698","isVote":1,"tweetType":1,"viewCount":3799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":397724868,"gmtCreate":1608360131954,"gmtModify":1703734867388,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>巴巴，顶住","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>巴巴，顶住","text":"$阿里巴巴-SW(09988)$巴巴，顶住","images":[{"img":"https://static.tigerbbs.com/bf192b420b13794dcb773983488be8eb","width":"640","height":"274"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397724868","isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":394015085,"gmtCreate":1607859253247,"gmtModify":1703849933872,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>发生了神马","listText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>发生了神马","text":"$一起教育科技(YQ)$发生了神马","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394015085","isVote":1,"tweetType":1,"viewCount":1775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395216337,"gmtCreate":1607670784729,"gmtModify":1703849396196,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>每天发一贴支持","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>每天发一贴支持","text":"$阿里巴巴-SW(09988)$每天发一贴支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395216337","isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395974069,"gmtCreate":1607576226951,"gmtModify":1703848791248,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09633\">$农夫山泉(09633)$</a>好水","listText":"<a href=\"https://laohu8.com/S/09633\">$农夫山泉(09633)$</a>好水","text":"$农夫山泉(09633)$好水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395974069","isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392524823,"gmtCreate":1607489002162,"gmtModify":1703848202160,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>350，迟早的事","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>350，迟早的事","text":"$阿里巴巴-SW(09988)$350，迟早的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/392524823","isVote":1,"tweetType":1,"viewCount":4802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398450698,"gmtCreate":1606948164414,"gmtModify":1703845572277,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>🐮","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>🐮","text":"$纳指三倍做多ETF(TQQQ)$🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398450698","isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398871219,"gmtCreate":1606879277831,"gmtModify":1703845068914,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"溢价","listText":"溢价","text":"溢价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398871219","repostId":"1192548483","repostType":2,"repost":{"id":"1192548483","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1606874495,"share":"https://www.laohu8.com/m/news/1192548483?lang=zh_CN&edition=full","pubTime":"2020-12-02 10:01","market":"hk","language":"zh","title":"美团跌超7%！Q3财报都说什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1192548483","media":"老虎资讯综合","summary":"12月2日，美团跌幅持续扩大，截止发稿，股价跌超7%，报268港元，市值1.58万亿港元。1个多月前的10月底，美团点评宣布更改公司名字。美团、点评都是杠杆游戏以前常用的应用，这个细节的变迁，不免让人有些伤感。新名新气象，1个来月后的11月30日，美团发布3季报。同时，三季度，美团的餐饮外卖收入同比增长32.8%，至206.93亿元。","content":"<p>12月2日，美团跌幅持续扩大，截止发稿，股价跌超7%，报268港元，市值1.58万亿港元。</p><p><img src=\"https://static.tigerbbs.com/c822c8c7accae0ff463280e673f1602a\" tg-width=\"867\" tg-height=\"833\"></p><p>1个多月前的10月底，美团点评宣布更改公司名字。</p><p>“美团”+“点评”，这两个曾经行业头部的公司组合起来的名字，再也不会出现在任何上市公司公告中。</p><p>从此世上只有美团-W，不再有美团点评。美团、点评都是杠杆游戏以前常用的应用，这个细节的变迁，不免让人有些伤感。</p><p><img src=\"https://static.tigerbbs.com/b534b82e92c98a126dbfc9cb28a58a3e\" tg-width=\"380\" tg-height=\"111\"></p><p>新名新气象，1个来月后的11月30日，美团发布3季报。一扫前2个季度，特别是一季度的阴霾，营收354.01亿元，比2019年3季度的274.94亿元增长28.8%。</p><p>最受瞩目的要数经营溢利67.24亿元，同比大涨364.6%。这主要得益于理想汽车上市等带来的投资收益。</p><p>如果除掉这部分，也就不那么好看了。难怪有媒体说，美团“炒股”保利润。</p><p>三季报这一表现没有赢得市场的欢心。11月30日、12月1日，连续2日在港股的表现都不如人意，如下图。</p><p><img src=\"https://static.tigerbbs.com/284b316d9ab7546b6417b3681c4aaf79\" tg-width=\"840\" tg-height=\"470\"></p><p>作为我国市值第三的互联网企业，在互联网反垄断、饿了么硬干的背景下，美团到底如何，其各大业务板块发展情况、盈利能力，是否经得起长期考验？</p><p><b>1、餐饮外卖有得有失，饿了么掀起反攻战</b></p><p>2020年三季度，美团的餐饮外卖业务交易金额，增长不错。同比增长36.0%，达1522亿元。</p><p>财报披露，餐饮外卖日均交易笔数同比增长30.1%至34.9百万笔。每笔餐饮外卖业务订单的平均价值同比增长4.5%。</p><p>不过餐饮外卖业务变现率，由2019年同期的13.9%，降至2020年第三季度的13.6%。</p><p>同时，三季度，美团的餐饮外卖收入同比增长32.8%，至206.93亿元。餐饮外卖业务的经营溢利，由2019年第三季度的3.31亿元，增加至2020年第三季度的7.69亿元。</p><p>经营利润率也由2.1%，升至3.7%。</p><p><img src=\"https://static.tigerbbs.com/63a5f41af30e93539b4ae1ef45e182c6\" tg-width=\"640\" tg-height=\"362\"></p><p>财报解释了，夏季通常是餐饮外卖业务的旺季。</p><p>但是环比看，杠杆游戏注意到，美团的餐饮外卖部分的经营溢利，由2020年第二季度的13亿元，减至2020年第三季度的8亿元。美团的解释是：</p><p>乃主要由于暑假期间外卖骑手成本以及销售及营销开支增加。</p><p>环比看，餐饮外卖部分经营利润率由二季度的8.6%，减至3.7%。原因是：</p><p>乃主要由于向外卖骑手提供季节性及临时补贴，导致餐饮外卖骑手成本较高；及在线营销收入的占比下降，收入组合因而出现变化。</p><p>和同行比，阿里包含饿了么在内的整个本地生活不到100亿元，和美团餐饮外卖约207亿元的收入比起来，明显要低。</p><p>客观来说，一些数据所言，美团外卖APP的MAU（月活跃用户）被饿了么APP反超，其实还是言过其实。</p><p>但饿了么的发力是真的，战斗尚未终结，美团压力依旧不小。</p><p><b>2、到店、酒店及旅游业务扭转负增长局面</b></p><p>值得一说的是，美团的到店、酒旅及旅游业务，扭转了前两季度的负增长局面，收入64.78亿元，同比上涨4.8%。</p><p>涨幅虽然很低，但是考虑到今年的黑天鹅影响如此大，有增长算是很不错的事。</p><p>同时，这部分获得27.87亿元的经营溢利，同比上涨19.5%。如下图。</p><p><img src=\"https://static.tigerbbs.com/94d2eebfc57615409b8f4ad66e3f505c\" tg-width=\"640\" tg-height=\"371\"></p><p>如美团CFO陈少晖所言：</p><p>到店业务的增长主要由医疗健康、宠物护理、家政服务等领域推动，商家投入了更多营销投放；此外，低星酒店在疫情过后业绩恢复更快，从间夜量的角度三季度美团已成为最大的酒店预定平台。</p><p>注意细节，美团的到店、酒店及旅游业务经营溢利，由2020年二季度的19亿元增长47.4%，达到2020年三季度的约28亿元，涨幅不错。</p><p>经营利润率环比增长1.4个百分点，至43.0%。</p><p>和去年同期比，到店、酒店及旅游业务的经营溢利，由去年同期的23亿元增至28亿元，经营利润率则由37.7%升至43.0%。</p><p>也有观点认为，含金量最高的到店利润同比增速只有19.5%，还是有些遗憾。同时，经营现金流恢复一般。这个看法杠杆游戏觉得也有道理。</p><p>有报道就说，消费者和店家都很精明。有些用户只是通过美团这个渠道来看产品，然后直接去线下下单，而且商家也乐于让用户线下下单，这样少被美团抽成。</p><p>无论如何，美团的到店业务营销需求恢复步入正轨。到店分部的佣金收入及在线营销服务收入，三季度录得同比正向增长。</p><p>可以预见，如果黑天鹅控制得好，美团的到店、酒店及旅游业务四季度会获得还不错的业绩。</p><p>唯一的问题，杠杆游戏认为是，和同行比到底算好还是差？在投资人眼中，算好还是不够好？</p><p><b>3、新业务及其他到底表现如何？</b></p><p>新业务及其他业务依旧是经营亏损。由2020年二季度的亏约15亿元，扩大39.0%至2020年三季度的亏约20亿元。美团解释：</p><p>乃主要由于（业务扩充令食杂零售业务的经营亏损增加。</p><p>财报同时披露，该部分的经营利润率，由负值25.9%，环比收窄1.2个百分点至负值24.7%，乃主要由于部分新业务的经营杠杆作用提高，部分被收入组合变化导致溢利率下跌所抵销。</p><p><img src=\"https://static.tigerbbs.com/ab92727459a507487c5dfc8bbc8cd909\" tg-width=\"640\" tg-height=\"326\"></p><p>虽然亏损，但新业务及其他业务在第三季度的营收，同比增速是三大板块中最高，同比增长43.5%，录得营收82.30亿元。如上文第二部分图。</p><p>不过如果看同比亏损额度，增加68.8%。去年同期，只有12亿元的亏损。美团认为：</p><p>主要是扩大了B2B餐饮供应链服务、美团买菜、美团优选及美团闪购等业务，以满足用户不断增长的需求；但部分收入被餐厅管理系统及网约车服务收入减少所抵销。</p><p>社区团购、卖菜业务备受关注。目前社区团购已成为互联网巨头押注的新赛道。杠杆游戏注意到，除了美团，滴滴、拼多多、阿里、京东等公司均投入大量资源在二三线城市跑马圈地。</p><p>三季度，美团优选疯狂推进它的“千城计划”，要在年内实现“千城”覆盖。</p><p>这一领域的竞争短期不会分出胜负，各家公司为了地盘和市值、估值都很拼。美团老板王兴就称，生鲜等“有得打”。</p><p>对于美团也好，其他公司也罢，这块业务必然拖累利润。当然，先有份额和规模，以后再收割回报，这是互联网的铁逻辑。</p><p>总之一句话，先烧钱，这是无疑的。否则，一席之地都不会有。</p>","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>美团跌超7%！Q3财报都说什么？</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; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团跌超7%！Q3财报都说什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-02 10:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月2日，美团跌幅持续扩大，截止发稿，股价跌超7%，报268港元，市值1.58万亿港元。</p><p><img src=\"https://static.tigerbbs.com/c822c8c7accae0ff463280e673f1602a\" tg-width=\"867\" tg-height=\"833\"></p><p>1个多月前的10月底，美团点评宣布更改公司名字。</p><p>“美团”+“点评”，这两个曾经行业头部的公司组合起来的名字，再也不会出现在任何上市公司公告中。</p><p>从此世上只有美团-W，不再有美团点评。美团、点评都是杠杆游戏以前常用的应用，这个细节的变迁，不免让人有些伤感。</p><p><img src=\"https://static.tigerbbs.com/b534b82e92c98a126dbfc9cb28a58a3e\" tg-width=\"380\" tg-height=\"111\"></p><p>新名新气象，1个来月后的11月30日，美团发布3季报。一扫前2个季度，特别是一季度的阴霾，营收354.01亿元，比2019年3季度的274.94亿元增长28.8%。</p><p>最受瞩目的要数经营溢利67.24亿元，同比大涨364.6%。这主要得益于理想汽车上市等带来的投资收益。</p><p>如果除掉这部分，也就不那么好看了。难怪有媒体说，美团“炒股”保利润。</p><p>三季报这一表现没有赢得市场的欢心。11月30日、12月1日，连续2日在港股的表现都不如人意，如下图。</p><p><img src=\"https://static.tigerbbs.com/284b316d9ab7546b6417b3681c4aaf79\" tg-width=\"840\" tg-height=\"470\"></p><p>作为我国市值第三的互联网企业，在互联网反垄断、饿了么硬干的背景下，美团到底如何，其各大业务板块发展情况、盈利能力，是否经得起长期考验？</p><p><b>1、餐饮外卖有得有失，饿了么掀起反攻战</b></p><p>2020年三季度，美团的餐饮外卖业务交易金额，增长不错。同比增长36.0%，达1522亿元。</p><p>财报披露，餐饮外卖日均交易笔数同比增长30.1%至34.9百万笔。每笔餐饮外卖业务订单的平均价值同比增长4.5%。</p><p>不过餐饮外卖业务变现率，由2019年同期的13.9%，降至2020年第三季度的13.6%。</p><p>同时，三季度，美团的餐饮外卖收入同比增长32.8%，至206.93亿元。餐饮外卖业务的经营溢利，由2019年第三季度的3.31亿元，增加至2020年第三季度的7.69亿元。</p><p>经营利润率也由2.1%，升至3.7%。</p><p><img src=\"https://static.tigerbbs.com/63a5f41af30e93539b4ae1ef45e182c6\" tg-width=\"640\" tg-height=\"362\"></p><p>财报解释了，夏季通常是餐饮外卖业务的旺季。</p><p>但是环比看，杠杆游戏注意到，美团的餐饮外卖部分的经营溢利，由2020年第二季度的13亿元，减至2020年第三季度的8亿元。美团的解释是：</p><p>乃主要由于暑假期间外卖骑手成本以及销售及营销开支增加。</p><p>环比看，餐饮外卖部分经营利润率由二季度的8.6%，减至3.7%。原因是：</p><p>乃主要由于向外卖骑手提供季节性及临时补贴，导致餐饮外卖骑手成本较高；及在线营销收入的占比下降，收入组合因而出现变化。</p><p>和同行比，阿里包含饿了么在内的整个本地生活不到100亿元，和美团餐饮外卖约207亿元的收入比起来，明显要低。</p><p>客观来说，一些数据所言，美团外卖APP的MAU（月活跃用户）被饿了么APP反超，其实还是言过其实。</p><p>但饿了么的发力是真的，战斗尚未终结，美团压力依旧不小。</p><p><b>2、到店、酒店及旅游业务扭转负增长局面</b></p><p>值得一说的是，美团的到店、酒旅及旅游业务，扭转了前两季度的负增长局面，收入64.78亿元，同比上涨4.8%。</p><p>涨幅虽然很低，但是考虑到今年的黑天鹅影响如此大，有增长算是很不错的事。</p><p>同时，这部分获得27.87亿元的经营溢利，同比上涨19.5%。如下图。</p><p><img src=\"https://static.tigerbbs.com/94d2eebfc57615409b8f4ad66e3f505c\" tg-width=\"640\" tg-height=\"371\"></p><p>如美团CFO陈少晖所言：</p><p>到店业务的增长主要由医疗健康、宠物护理、家政服务等领域推动，商家投入了更多营销投放；此外，低星酒店在疫情过后业绩恢复更快，从间夜量的角度三季度美团已成为最大的酒店预定平台。</p><p>注意细节，美团的到店、酒店及旅游业务经营溢利，由2020年二季度的19亿元增长47.4%，达到2020年三季度的约28亿元，涨幅不错。</p><p>经营利润率环比增长1.4个百分点，至43.0%。</p><p>和去年同期比，到店、酒店及旅游业务的经营溢利，由去年同期的23亿元增至28亿元，经营利润率则由37.7%升至43.0%。</p><p>也有观点认为，含金量最高的到店利润同比增速只有19.5%，还是有些遗憾。同时，经营现金流恢复一般。这个看法杠杆游戏觉得也有道理。</p><p>有报道就说，消费者和店家都很精明。有些用户只是通过美团这个渠道来看产品，然后直接去线下下单，而且商家也乐于让用户线下下单，这样少被美团抽成。</p><p>无论如何，美团的到店业务营销需求恢复步入正轨。到店分部的佣金收入及在线营销服务收入，三季度录得同比正向增长。</p><p>可以预见，如果黑天鹅控制得好，美团的到店、酒店及旅游业务四季度会获得还不错的业绩。</p><p>唯一的问题，杠杆游戏认为是，和同行比到底算好还是差？在投资人眼中，算好还是不够好？</p><p><b>3、新业务及其他到底表现如何？</b></p><p>新业务及其他业务依旧是经营亏损。由2020年二季度的亏约15亿元，扩大39.0%至2020年三季度的亏约20亿元。美团解释：</p><p>乃主要由于（业务扩充令食杂零售业务的经营亏损增加。</p><p>财报同时披露，该部分的经营利润率，由负值25.9%，环比收窄1.2个百分点至负值24.7%，乃主要由于部分新业务的经营杠杆作用提高，部分被收入组合变化导致溢利率下跌所抵销。</p><p><img src=\"https://static.tigerbbs.com/ab92727459a507487c5dfc8bbc8cd909\" tg-width=\"640\" tg-height=\"326\"></p><p>虽然亏损，但新业务及其他业务在第三季度的营收，同比增速是三大板块中最高，同比增长43.5%，录得营收82.30亿元。如上文第二部分图。</p><p>不过如果看同比亏损额度，增加68.8%。去年同期，只有12亿元的亏损。美团认为：</p><p>主要是扩大了B2B餐饮供应链服务、美团买菜、美团优选及美团闪购等业务，以满足用户不断增长的需求；但部分收入被餐厅管理系统及网约车服务收入减少所抵销。</p><p>社区团购、卖菜业务备受关注。目前社区团购已成为互联网巨头押注的新赛道。杠杆游戏注意到，除了美团，滴滴、拼多多、阿里、京东等公司均投入大量资源在二三线城市跑马圈地。</p><p>三季度，美团优选疯狂推进它的“千城计划”，要在年内实现“千城”覆盖。</p><p>这一领域的竞争短期不会分出胜负，各家公司为了地盘和市值、估值都很拼。美团老板王兴就称，生鲜等“有得打”。</p><p>对于美团也好，其他公司也罢，这块业务必然拖累利润。当然，先有份额和规模，以后再收割回报，这是互联网的铁逻辑。</p><p>总之一句话，先烧钱，这是无疑的。否则，一席之地都不会有。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/337fae570d013ae2e12c40a9b753776d","relate_stocks":{"03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192548483","content_text":"12月2日，美团跌幅持续扩大，截止发稿，股价跌超7%，报268港元，市值1.58万亿港元。1个多月前的10月底，美团点评宣布更改公司名字。“美团”+“点评”，这两个曾经行业头部的公司组合起来的名字，再也不会出现在任何上市公司公告中。从此世上只有美团-W，不再有美团点评。美团、点评都是杠杆游戏以前常用的应用，这个细节的变迁，不免让人有些伤感。新名新气象，1个来月后的11月30日，美团发布3季报。一扫前2个季度，特别是一季度的阴霾，营收354.01亿元，比2019年3季度的274.94亿元增长28.8%。最受瞩目的要数经营溢利67.24亿元，同比大涨364.6%。这主要得益于理想汽车上市等带来的投资收益。如果除掉这部分，也就不那么好看了。难怪有媒体说，美团“炒股”保利润。三季报这一表现没有赢得市场的欢心。11月30日、12月1日，连续2日在港股的表现都不如人意，如下图。作为我国市值第三的互联网企业，在互联网反垄断、饿了么硬干的背景下，美团到底如何，其各大业务板块发展情况、盈利能力，是否经得起长期考验？1、餐饮外卖有得有失，饿了么掀起反攻战2020年三季度，美团的餐饮外卖业务交易金额，增长不错。同比增长36.0%，达1522亿元。财报披露，餐饮外卖日均交易笔数同比增长30.1%至34.9百万笔。每笔餐饮外卖业务订单的平均价值同比增长4.5%。不过餐饮外卖业务变现率，由2019年同期的13.9%，降至2020年第三季度的13.6%。同时，三季度，美团的餐饮外卖收入同比增长32.8%，至206.93亿元。餐饮外卖业务的经营溢利，由2019年第三季度的3.31亿元，增加至2020年第三季度的7.69亿元。经营利润率也由2.1%，升至3.7%。财报解释了，夏季通常是餐饮外卖业务的旺季。但是环比看，杠杆游戏注意到，美团的餐饮外卖部分的经营溢利，由2020年第二季度的13亿元，减至2020年第三季度的8亿元。美团的解释是：乃主要由于暑假期间外卖骑手成本以及销售及营销开支增加。环比看，餐饮外卖部分经营利润率由二季度的8.6%，减至3.7%。原因是：乃主要由于向外卖骑手提供季节性及临时补贴，导致餐饮外卖骑手成本较高；及在线营销收入的占比下降，收入组合因而出现变化。和同行比，阿里包含饿了么在内的整个本地生活不到100亿元，和美团餐饮外卖约207亿元的收入比起来，明显要低。客观来说，一些数据所言，美团外卖APP的MAU（月活跃用户）被饿了么APP反超，其实还是言过其实。但饿了么的发力是真的，战斗尚未终结，美团压力依旧不小。2、到店、酒店及旅游业务扭转负增长局面值得一说的是，美团的到店、酒旅及旅游业务，扭转了前两季度的负增长局面，收入64.78亿元，同比上涨4.8%。涨幅虽然很低，但是考虑到今年的黑天鹅影响如此大，有增长算是很不错的事。同时，这部分获得27.87亿元的经营溢利，同比上涨19.5%。如下图。如美团CFO陈少晖所言：到店业务的增长主要由医疗健康、宠物护理、家政服务等领域推动，商家投入了更多营销投放；此外，低星酒店在疫情过后业绩恢复更快，从间夜量的角度三季度美团已成为最大的酒店预定平台。注意细节，美团的到店、酒店及旅游业务经营溢利，由2020年二季度的19亿元增长47.4%，达到2020年三季度的约28亿元，涨幅不错。经营利润率环比增长1.4个百分点，至43.0%。和去年同期比，到店、酒店及旅游业务的经营溢利，由去年同期的23亿元增至28亿元，经营利润率则由37.7%升至43.0%。也有观点认为，含金量最高的到店利润同比增速只有19.5%，还是有些遗憾。同时，经营现金流恢复一般。这个看法杠杆游戏觉得也有道理。有报道就说，消费者和店家都很精明。有些用户只是通过美团这个渠道来看产品，然后直接去线下下单，而且商家也乐于让用户线下下单，这样少被美团抽成。无论如何，美团的到店业务营销需求恢复步入正轨。到店分部的佣金收入及在线营销服务收入，三季度录得同比正向增长。可以预见，如果黑天鹅控制得好，美团的到店、酒店及旅游业务四季度会获得还不错的业绩。唯一的问题，杠杆游戏认为是，和同行比到底算好还是差？在投资人眼中，算好还是不够好？3、新业务及其他到底表现如何？新业务及其他业务依旧是经营亏损。由2020年二季度的亏约15亿元，扩大39.0%至2020年三季度的亏约20亿元。美团解释：乃主要由于（业务扩充令食杂零售业务的经营亏损增加。财报同时披露，该部分的经营利润率，由负值25.9%，环比收窄1.2个百分点至负值24.7%，乃主要由于部分新业务的经营杠杆作用提高，部分被收入组合变化导致溢利率下跌所抵销。虽然亏损，但新业务及其他业务在第三季度的营收，同比增速是三大板块中最高，同比增长43.5%，录得营收82.30亿元。如上文第二部分图。不过如果看同比亏损额度，增加68.8%。去年同期，只有12亿元的亏损。美团认为：主要是扩大了B2B餐饮供应链服务、美团买菜、美团优选及美团闪购等业务，以满足用户不断增长的需求；但部分收入被餐厅管理系统及网约车服务收入减少所抵销。社区团购、卖菜业务备受关注。目前社区团购已成为互联网巨头押注的新赛道。杠杆游戏注意到，除了美团，滴滴、拼多多、阿里、京东等公司均投入大量资源在二三线城市跑马圈地。三季度，美团优选疯狂推进它的“千城计划”，要在年内实现“千城”覆盖。这一领域的竞争短期不会分出胜负，各家公司为了地盘和市值、估值都很拼。美团老板王兴就称，生鲜等“有得打”。对于美团也好，其他公司也罢，这块业务必然拖累利润。当然，先有份额和规模，以后再收割回报，这是互联网的铁逻辑。总之一句话，先烧钱，这是无疑的。否则，一席之地都不会有。","news_type":1,"symbols_score_info":{"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391678864,"gmtCreate":1606693677358,"gmtModify":1703843823408,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>稳住","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>稳住","text":"$阿里巴巴-SW(09988)$稳住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391678864","isVote":1,"tweetType":1,"viewCount":1605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391654676,"gmtCreate":1606665596195,"gmtModify":1703843802119,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09995\">$荣昌生物-B(09995)$</a>[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/09995\">$荣昌生物-B(09995)$</a>[开心]&nbsp;[开心]&nbsp;","text":"$荣昌生物-B(09995)$[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391654676","isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391832254,"gmtCreate":1606540546178,"gmtModify":1703843594746,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>横盘","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>横盘","text":"$阿里巴巴-SW(09988)$横盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391832254","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":949625870,"gmtCreate":1594221984790,"gmtModify":1704204610361,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>感谢老虎，感谢兄弟，赚了一部手机的钱。谁知道这个APP在哪里下，去支持你们。[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>感谢老虎，感谢兄弟，赚了一部手机的钱。谁知道这个APP在哪里下，去支持你们。[开心]&nbsp;","text":"$蓝城兄弟(BLCT)$感谢老虎，感谢兄弟，赚了一部手机的钱。谁知道这个APP在哪里下，去支持你们。[开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":13,"repostSize":1,"link":"https://laohu8.com/post/949625870","isVote":1,"tweetType":1,"viewCount":11688,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544477265027054","authorId":"3544477265027054","name":"以后谁空谁小狗","avatar":"https://static.tigerbbs.com/d289151958d3b5c183d995de3cc62329","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3544477265027054","idStr":"3544477265027054"},"content":"我下了软件一会就有好几个爷们和我打招呼吓死我了","text":"我下了软件一会就有好几个爷们和我打招呼吓死我了","html":"我下了软件一会就有好几个爷们和我打招呼吓死我了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317196186,"gmtCreate":1612425836145,"gmtModify":1703761651589,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>今晚上290。求点赞，求回复。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>今晚上290。求点赞，求回复。","text":"$阿里巴巴(BABA)$今晚上290。求点赞，求回复。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/317196186","isVote":1,"tweetType":1,"viewCount":7919,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537414620662098","authorId":"3537414620662098","name":"Williamwang","avatar":"https://static.tigerbbs.com/4c93ee6a31fe3253e71d7b84c124fc38","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3537414620662098","idStr":"3537414620662098"},"content":"Although I also hold positions, 290 seems to be unrealistic.","text":"Although I also hold positions, 290 seems to be unrealistic.","html":"Although I also hold positions, 290 seems to be unrealistic."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383119663,"gmtCreate":1612850607952,"gmtModify":1703765807707,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>今晚翻倍。支持的点赞","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>今晚翻倍。支持的点赞","text":"$容联云(RAAS)$今晚翻倍。支持的点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/383119663","isVote":1,"tweetType":1,"viewCount":4874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392524823,"gmtCreate":1607489002162,"gmtModify":1703848202160,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>350，迟早的事","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>350，迟早的事","text":"$阿里巴巴-SW(09988)$350，迟早的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/392524823","isVote":1,"tweetType":1,"viewCount":4802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303136035,"gmtCreate":1602990675627,"gmtModify":1703828452046,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>40迟早的事","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>40迟早的事","text":"$蔚来(NIO)$40迟早的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/303136035","isVote":1,"tweetType":1,"viewCount":2437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306010818,"gmtCreate":1604100385234,"gmtModify":1703832074830,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>382买入抄底了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>382买入抄底了","text":"$特斯拉(TSLA)$382买入抄底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/306010818","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301581021,"gmtCreate":1603690175763,"gmtModify":1703830352859,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>看不懂逻辑","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>看不懂逻辑","text":"$跟谁学(GSX)$看不懂逻辑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/301581021","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949814457,"gmtCreate":1594213931379,"gmtModify":1704204430629,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>在隔壁200股中了10股，看来申购挺火热","listText":"<a href=\"https://laohu8.com/S/BLCT\">$蓝城兄弟(BLCT)$</a>在隔壁200股中了10股，看来申购挺火热","text":"$蓝城兄弟(BLCT)$在隔壁200股中了10股，看来申购挺火热","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/949814457","isVote":1,"tweetType":1,"viewCount":6283,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479568326355726","authorId":"3479568326355726","name":"ninqq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3479568326355726","idStr":"3479568326355726"},"content":"隔壁是哪家","text":"隔壁是哪家","html":"隔壁是哪家"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945018959,"gmtCreate":1596288660271,"gmtModify":1704211958810,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>应该会回17元，看好雷布斯","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>应该会回17元，看好雷布斯","text":"$小米集团-W(01810)$应该会回17元，看好雷布斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/945018959","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940922476,"gmtCreate":1593657100095,"gmtModify":1704202714419,"author":{"id":"3554805066370551","authorId":"3554805066370551","name":"多猫猫","avatar":"https://static.tigerbbs.com/cf49824fe3935484d8ee70226e3c98e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554805066370551","idStr":"3554805066370551"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01650\">$HYGIEIA GROUP(01650)$</a>套路回拨，有肉吃！50手不知道能中多少","listText":"<a href=\"https://laohu8.com/S/01650\">$HYGIEIA GROUP(01650)$</a>套路回拨，有肉吃！50手不知道能中多少","text":"$HYGIEIA GROUP(01650)$套路回拨，有肉吃！50手不知道能中多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/940922476","isVote":1,"tweetType":1,"viewCount":3594,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554688880071693","authorId":"3554688880071693","name":"哈哈哈呀呀呀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3554688880071693","idStr":"3554688880071693"},"content":"眼泪是不是流出来了","text":"眼泪是不是流出来了","html":"眼泪是不是流出来了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}