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08-27

这不得又拉一坨大的[捂脸]

美团Q2营收918.4亿元，核心本地商业经营溢利大幅降低

05-08

$道琼斯(.DJI)$ [笑哭]

04-23

[捂脸] [捂脸] [捂脸] [捂脸]

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16:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月27日周三， <a href=\"https://laohu8.com/S/03690\">美团-W</a> 发布2025年第二季度业绩。</p><ul style=\"\"><li><p><strong>第二季度收入由2024年同期的人民币823亿元增长11.7%至918.4亿元，预估936.9亿元。</strong></p></li><li><p><strong>第二季度调整后净利润14.9亿元，同比下降89%，预估98.5亿元。</strong></p></li><li><p>第二季度调整后息税折旧及摊销前利润27.8亿元，同比下降81.5%，预估122.2亿元。</p></li><li><p>截至6月30日，美团持有的现金及现金等价物和短期理财投资分别为1,017亿元和694亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a49399ac34b8606eecc7d8a22b9e80f\" title=\"\" tg-width=\"907\" tg-height=\"505\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd736aeda7fe978ffac827adb15d8327\" title=\"\" tg-width=\"896\" tg-height=\"435\"/></p><p><strong>业务分项</strong></p><ul style=\"\"><li><p>二季度核心本地商业收入653.5亿元，预估675.5亿元。</p></li><li><p><strong>核心本地商业分部的经营溢利由2025年第一季度的人民币135亿元减少至第二季度的37亿元，该分部的经营利润率由21.0%环比减少15.3个百分点至5.7%。</strong>经营溢利及经营利润率的减少主要由于毛利率下降以及由于为在外卖及即时零售业务的激烈竞争中提升用户黏性并巩固市场地位而不断调整业务策略导致交易用户激励和推广及广告开支增加。</p></li><li><p>二季度新业务收入264.9亿元，预估259.6亿元。</p></li><li><p>二季度配送服务收入236.6亿元，预估261.8亿元。</p></li><li><p>二季度佣金收入264.7亿元，预估259.1亿元。</p></li><li><p>二季度线上营销服务收入136.5亿元，预估143.2亿元。</p></li><li><p>二季度其他收入280.6亿元，预估271.4亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de57c2acb0472f6c0703d3592a5444ef\" title=\"\" tg-width=\"886\" tg-height=\"886\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4589810b25a8b6d34214e0147613ce0c","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180009692","content_text":"8月27日周三， 美团-W 发布2025年第二季度业绩。第二季度收入由2024年同期的人民币823亿元增长11.7%至918.4亿元，预估936.9亿元。第二季度调整后净利润14.9亿元，同比下降89%，预估98.5亿元。第二季度调整后息税折旧及摊销前利润27.8亿元，同比下降81.5%，预估122.2亿元。截至6月30日，美团持有的现金及现金等价物和短期理财投资分别为1,017亿元和694亿元。业务分项二季度核心本地商业收入653.5亿元，预估675.5亿元。核心本地商业分部的经营溢利由2025年第一季度的人民币135亿元减少至第二季度的37亿元，该分部的经营利润率由21.0%环比减少15.3个百分点至5.7%。经营溢利及经营利润率的减少主要由于毛利率下降以及由于为在外卖及即时零售业务的激烈竞争中提升用户黏性并巩固市场地位而不断调整业务策略导致交易用户激励和推广及广告开支增加。二季度新业务收入264.9亿元，预估259.6亿元。二季度配送服务收入236.6亿元，预估261.8亿元。二季度佣金收入264.7亿元，预估259.1亿元。二季度线上营销服务收入136.5亿元，预估143.2亿元。二季度其他收入280.6亿元，预估271.4亿元。","news_type":1,"symbols_score_info":{"03690":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432865333260904,"gmtCreate":1746713955148,"gmtModify":1746714435468,"author":{"id":"4207532497842742","authorId":"4207532497842742","name":"打工补仓","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207532497842742","authorIdStr":"4207532497842742"},"themes":[],"htmlText":"<a 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[捂脸]&nbsp;&nbsp;","text":"[捂脸] [捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427536749527512","repostId":"1144789701","repostType":2,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":472072504332760,"gmtCreate":1756284167741,"gmtModify":1756285358627,"author":{"id":"4207532497842742","authorId":"4207532497842742","name":"打工补仓","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207532497842742","authorIdStr":"4207532497842742"},"themes":[],"htmlText":"这不得又拉一坨大的[捂脸]&nbsp;&nbsp;","listText":"这不得又拉一坨大的[捂脸]&nbsp;&nbsp;","text":"这不得又拉一坨大的[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472072504332760","repostId":"1180009692","repostType":2,"repost":{"id":"1180009692","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":1756283711,"share":"https://www.laohu8.com/m/news/1180009692?lang=&edition=full","pubTime":"2025-08-27 16:35","market":"hk","language":"zh","title":"美团Q2营收918.4亿元，核心本地商业经营溢利大幅降低","url":"https://stock-news.laohu8.com/highlight/detail?id=1180009692","media":"老虎资讯综合","summary":"经调整净利润14.93亿元，预估98.5亿元。","content":"<html><head></head><body><p>8月27日周三， <a href=\"https://laohu8.com/S/03690\">美团-W</a> 发布2025年第二季度业绩。</p><ul style=\"\"><li><p><strong>第二季度收入由2024年同期的人民币823亿元增长11.7%至918.4亿元，预估936.9亿元。</strong></p></li><li><p><strong>第二季度调整后净利润14.9亿元，同比下降89%，预估98.5亿元。</strong></p></li><li><p>第二季度调整后息税折旧及摊销前利润27.8亿元，同比下降81.5%，预估122.2亿元。</p></li><li><p>截至6月30日，美团持有的现金及现金等价物和短期理财投资分别为1,017亿元和694亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a49399ac34b8606eecc7d8a22b9e80f\" title=\"\" tg-width=\"907\" tg-height=\"505\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd736aeda7fe978ffac827adb15d8327\" title=\"\" tg-width=\"896\" tg-height=\"435\"/></p><p><strong>业务分项</strong></p><ul style=\"\"><li><p>二季度核心本地商业收入653.5亿元，预估675.5亿元。</p></li><li><p><strong>核心本地商业分部的经营溢利由2025年第一季度的人民币135亿元减少至第二季度的37亿元，该分部的经营利润率由21.0%环比减少15.3个百分点至5.7%。</strong>经营溢利及经营利润率的减少主要由于毛利率下降以及由于为在外卖及即时零售业务的激烈竞争中提升用户黏性并巩固市场地位而不断调整业务策略导致交易用户激励和推广及广告开支增加。</p></li><li><p>二季度新业务收入264.9亿元，预估259.6亿元。</p></li><li><p>二季度配送服务收入236.6亿元，预估261.8亿元。</p></li><li><p>二季度佣金收入264.7亿元，预估259.1亿元。</p></li><li><p>二季度线上营销服务收入136.5亿元，预估143.2亿元。</p></li><li><p>二季度其他收入280.6亿元，预估271.4亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de57c2acb0472f6c0703d3592a5444ef\" title=\"\" tg-width=\"886\" tg-height=\"886\"/></p></body></html>","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Q2营收918.4亿元，核心本地商业经营溢利大幅降低</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{ 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#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Q2营收918.4亿元，核心本地商业经营溢利大幅降低\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\">2025-08-27 16:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月27日周三， <a href=\"https://laohu8.com/S/03690\">美团-W</a> 发布2025年第二季度业绩。</p><ul style=\"\"><li><p><strong>第二季度收入由2024年同期的人民币823亿元增长11.7%至918.4亿元，预估936.9亿元。</strong></p></li><li><p><strong>第二季度调整后净利润14.9亿元，同比下降89%，预估98.5亿元。</strong></p></li><li><p>第二季度调整后息税折旧及摊销前利润27.8亿元，同比下降81.5%，预估122.2亿元。</p></li><li><p>截至6月30日，美团持有的现金及现金等价物和短期理财投资分别为1,017亿元和694亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a49399ac34b8606eecc7d8a22b9e80f\" title=\"\" tg-width=\"907\" tg-height=\"505\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd736aeda7fe978ffac827adb15d8327\" title=\"\" tg-width=\"896\" tg-height=\"435\"/></p><p><strong>业务分项</strong></p><ul style=\"\"><li><p>二季度核心本地商业收入653.5亿元，预估675.5亿元。</p></li><li><p><strong>核心本地商业分部的经营溢利由2025年第一季度的人民币135亿元减少至第二季度的37亿元，该分部的经营利润率由21.0%环比减少15.3个百分点至5.7%。</strong>经营溢利及经营利润率的减少主要由于毛利率下降以及由于为在外卖及即时零售业务的激烈竞争中提升用户黏性并巩固市场地位而不断调整业务策略导致交易用户激励和推广及广告开支增加。</p></li><li><p>二季度新业务收入264.9亿元，预估259.6亿元。</p></li><li><p>二季度配送服务收入236.6亿元，预估261.8亿元。</p></li><li><p>二季度佣金收入264.7亿元，预估259.1亿元。</p></li><li><p>二季度线上营销服务收入136.5亿元，预估143.2亿元。</p></li><li><p>二季度其他收入280.6亿元，预估271.4亿元。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de57c2acb0472f6c0703d3592a5444ef\" title=\"\" tg-width=\"886\" tg-height=\"886\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4589810b25a8b6d34214e0147613ce0c","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180009692","content_text":"8月27日周三， 美团-W 发布2025年第二季度业绩。第二季度收入由2024年同期的人民币823亿元增长11.7%至918.4亿元，预估936.9亿元。第二季度调整后净利润14.9亿元，同比下降89%，预估98.5亿元。第二季度调整后息税折旧及摊销前利润27.8亿元，同比下降81.5%，预估122.2亿元。截至6月30日，美团持有的现金及现金等价物和短期理财投资分别为1,017亿元和694亿元。业务分项二季度核心本地商业收入653.5亿元，预估675.5亿元。核心本地商业分部的经营溢利由2025年第一季度的人民币135亿元减少至第二季度的37亿元，该分部的经营利润率由21.0%环比减少15.3个百分点至5.7%。经营溢利及经营利润率的减少主要由于毛利率下降以及由于为在外卖及即时零售业务的激烈竞争中提升用户黏性并巩固市场地位而不断调整业务策略导致交易用户激励和推广及广告开支增加。二季度新业务收入264.9亿元，预估259.6亿元。二季度配送服务收入236.6亿元，预估261.8亿元。二季度佣金收入264.7亿元，预估259.1亿元。二季度线上营销服务收入136.5亿元，预估143.2亿元。二季度其他收入280.6亿元，预估271.4亿元。","news_type":1,"symbols_score_info":{"03690":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432865333260904,"gmtCreate":1746713955148,"gmtModify":1746714435468,"author":{"id":"4207532497842742","authorId":"4207532497842742","name":"打工补仓","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207532497842742","authorIdStr":"4207532497842742"},"themes":[],"htmlText":"<a 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[捂脸]&nbsp;&nbsp;","text":"[捂脸] [捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427536749527512","repostId":"1144789701","repostType":2,"repost":{"id":"1144789701","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":1745402783,"share":"https://www.laohu8.com/m/news/1144789701?lang=&edition=full","pubTime":"2025-04-23 18:06","market":"us","language":"zh","title":"特斯拉下调全年资本支出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1144789701","media":"老虎资讯综合","summary":"4月23日，$特斯拉(TSLA)$预计全年资本支出超过100亿美元，此前的预计是超过110亿美元。","content":"<html><head></head><body><p>4月23日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>预计全年资本支出超过100亿美元，此前的预计是超过110亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/784edb7593f9c2c075951b6c83206801\" tg-width=\"1869\" tg-height=\"247\"/></p></body></html>","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>特斯拉下调全年资本支出预期</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{ 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}\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特斯拉下调全年资本支出预期\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\">2025-04-23 18:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月23日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>预计全年资本支出超过100亿美元，此前的预计是超过110亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/784edb7593f9c2c075951b6c83206801\" tg-width=\"1869\" tg-height=\"247\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) 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TSLA Bull 2X Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144789701","content_text":"4月23日，特斯拉预计全年资本支出超过100亿美元，此前的预计是超过110亿美元。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}