$美团-W(0369_老虎社区_美港股上老虎

$美团-W(03690)$美团这财报说实话比我预期还猛，核心本地生活业务增速回暖，毛利率也实打实回来了。市场短期杀它更多是预期太高加上板块轮动，不是基本面出问题。业绩兑现了股价还没跟上，反倒成了加仓的好机会

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":439892402529040,"tweetId":"439892402529040","gmtCreate":1748420005083,"gmtModify":1748420006971,"author":{"id":10000000000010480,"idStr":"10000000000010480","authorId":10000000000010480,"authorIdStr":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":74,"starInvestorFlag":false},"themes":[{"themeId":"65271117d674457c8c9bfe8314e70fac","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"净利润+87%！美团能否重启升势？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":65271117d674457c8c9bfe8314e70fac}&rnconfig={\"headerBarHidden\": true}","description":"$美团-W (03690.HK)$ 于今日港股盘后公布2025年第一季度业绩，财报显示：Q1营收为865.57亿元(人民币，下同)，同比增长18.1%；Q1经营利润为105.66亿元，同比增长102.8%。5月26日，在美团第一季度电话会议上，对于京东百亿补贴对美团外卖业务造成的影响，美团CEO王兴回应称美团“将不惜代价赢得竞争。” 【近日美团遭监管部门密集约谈，股价下挫，美团财报大超预期，能否带动股价超跌反弹？王兴回应继续“卷”外卖，你会担心美团利润受损吗？】","image":"https://static.tigerbbs.com/7d6413427741733bf70b103e70a9cb4b"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"03690\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美团-W\" target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>美团这财报说实话比我预期还猛，核心本地生活业务增速回暖，毛利率也实打实回来了。市场短期杀它更多是预期太高加上板块轮动，不是基本面出问题。业绩兑现了股价还没跟上，反倒成了加仓的好机会</p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"03690\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美团-W\" target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>美团这财报说实话比我预期还猛，核心本地生活业务增速回暖，毛利率也实打实回来了。市场短期杀它更多是预期太高加上板块轮动，不是基本面出问题。业绩兑现了股价还没跟上，反倒成了加仓的好机会</p></body></html>","text":"$美团-W(03690)$美团这财报说实话比我预期还猛，核心本地生活业务增速回暖，毛利率也实打实回来了。市场短期杀它更多是预期太高加上板块轮动，不是基本面出问题。业绩兑现了股价还没跟上，反倒成了加仓的好机会","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/439892402529040","repostId":0,"isVote":1,"tweetType":1,"viewCount":619,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["03690","MPNGY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":189,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}