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大红打到你发红
·
15:01
$美团-W(03690)$
标准的扶老太太下楼梯走势。
$美团-W(03690)$ 标准的扶老太太下楼梯走势。
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踏破铁鞋无觅
·
13:19
$美团-W(03690)$
3月27日周五,港股上午盘三大指数低开高走,恒生指数涨0.55%有望重回25000点,国企指数、恒生科技指数分别上涨0.95%及1.05%,科指重上4800点。
$美团-W(03690)$ 3月27日周五,港股上午盘三大指数低开高走,恒生指数涨0.55%有望重回25000点,国企指数、恒生科技指数分别上涨0.95%...
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踏破铁鞋无觅
·
13:19
$美团-W(03690)$
3月27日周五,港股上午盘三大指数低开高走,恒生指数涨0.55%有望重回25000点,国企指数、恒生科技指数分别上涨0.95%及1.05%,科指重上4800点。
$美团-W(03690)$ 3月27日周五,港股上午盘三大指数低开高走,恒生指数涨0.55%有望重回25000点,国企指数、恒生科技指数分别上涨0.95%...
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鹿鼎公韦小宝
·
03-26 21:18
美团没有护城河,靠低价赢的市场份额,比起阿里和京东美团根本烧不起。这点现金流烧完今年明年估计就快凉了,美团所有业务其他两家都能做
$美团-W(03690)$
美团没有护城河,靠低价赢的市场份额,比起阿里和京东美团根本烧不起。这点现金流烧完今年明年估计就快凉了,美团所有业务其他两家都能做 $美团-W(03690)$
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Moccasym:
你这真是没有研究过具体业务怎么做
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Moccasym
·
03-26 22:30
$美团ADR(MPNGY)$
虽然2026肯定很难,但长期主义的做对的事情肯定是对的。美团干的就是和社会底层打交道的事儿,挨骂是一定的。标记一下啊今天应该是未来两三年转折的起点
$美团ADR(MPNGY)$ 虽然2026肯定很难,但长期主义的做对的事情肯定是对的。美团干的就是和社会底层打交道的事儿,挨骂是一定的。标记一下啊今天应该...
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Sumire_9572
·
03-26 09:14
$美团-W(03690)$
今天大跌开始,,,, 85-
$美团-W(03690)$ 今天大跌开始,,,, 85-
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好韭不贱贱:
哈哈,你连发这么多个帖子[笑哭]
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tmfefuvi
·
03-26 14:22
$美团-W(03690)$
50还是会来的,甚至会更低,因为未来可能外卖行业都会消失。
$美团-W(03690)$ 50还是会来的,甚至会更低,因为未来可能外卖行业都会消失。
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蚍蜉先撼小树
·
03-26 15:29
有点想跑了,94的本,昨天没走。现在想想
$美团-W(03690)$
那财报,心里有点慌。要不要减个三分之一?头疼,主要是手上现金也没了。真要是再跌个10%开头,又得从头来过。
有点想跑了,94的本,昨天没走。现在想想 $美团-W(03690)$ 那财报,心里有点慌。要不要减个三分之一?头疼,主要是手上现金也没了。真要是再跌个10...
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月下美人还是没人:
昨天没走今天就别急着剁,等个反弹再减不迟
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证悟君
·
12:14
看到终点是一回事,跑完全程是另一回事。
这周的体感是盘子很轻+情绪很差。一句外卖大战该结束了,
$美团-W(03690)$
就能日涨14%,拼多多也是,财报后大涨过。而情绪很差是肉眼可见。如果说老铺跌是被金价拖累了,
$泡泡玛特(09992)$
业绩指引稍微低那么一丢丢,市场就恐慌性外逃。古茗,快手,蜜雪业绩都高于市场预期,股价都雷了。美股这里,微软被AI的高预期压得喘不过气,股价已跌倒2023年底水平。纯受益于AI的存储却被谷歌的论文压制了,
$美光科技(MU)$
,海力士这周都水逆。关键的点是算法将内存占用降低了6倍,于是市场线性推导:不需要那么多显卡了。MS说的很清楚,这只是推理阶段的案例,模型权重占用的HBM它不受影响。基础事实是:这是2024年的论文;论文到落地需要巨大时间鸿沟。做个类比,发明了更加省油的发动机会让加油站倒闭吗?答案是不会的,因为“车”会指数级增加。 再说
$安硕恒生科技(03067)$
,嗨......最近遇到的每个朋友,聊起他,都没好口气。今天腾讯已见到490下方....恒生科技中的许多股票,目前的增长对应估值,进入低估区间了;股价跌到这位置,安全区间肯定是有了。但啥时候能涨出趋势,谁也说不准。再说星辰大海的事。
$阿里巴巴-W(09988)$
在海外上线新的agent accio work。等于一个替代外国职业买手企业级Agent。能做的事包括市场分析--选品定价--店铺搭建--供应商
看到终点是一回事,跑完全程是另一回事。
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Inmoretion:
川子什么时候能消停点…..
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徐导
·
03-26 15:14
$美团-W(03690)$
啥玩意儿,爽一天,跌一个季度………
$美团-W(03690)$ 啥玩意儿,爽一天,跌一个季度………
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公司概况
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美团ADR
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PINK LIMITED
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公司概况
美团是一家主要从事科技零售的投资控股公司,通过科技与零售领域提供日常用品及服务,包括餐饮外卖、到店、酒店及旅游预订、其他服务及销售。该公司通过两个分部开展业务。核心本地商业分部包括餐饮外卖、美团闪购、到店服务、酒店,以及旅游业务。新业务分部包括美团优选、小象超市、B2B餐饮供应链(快驴)等。该公司于国内市场销售产品。
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