美团-WR(83690)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

应交易所要求，美/港股行情延时15分钟展示，下载APP即可免费查看实时行情。

关闭

83690 美团-WR

休市中 12-05 15:59:52

90.050

+1.050

+1.18%

最高90.300	最低87.850	成交量1.90万
今开88.600	昨收89.000	日振幅2.75%
总市值5,504亿	流通市值5,504亿	总股本61.12亿
成交额169.96万	换手率0.00%	流通股本61.12亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

{"stockData":{"symbol":"83690","market":"HK","secType":"STK","nameCN":"美团-WR","latestPrice":90.05,"timestamp":1764921592359,"preClose":89,"halted":0,"volume":19000,"delay":0,"floatShares":6112000000,"shares":6112000000,"eps":5.846014,"marketStatus":"休市中","change":1.05,"latestTime":"12-05 15:59:52","open":88.6,"high":90.3,"low":87.85,"amount":1699625,"amplitude":0.027528,"askPrice":90.15,"askSize":1000,"bidPrice":89.85,"bidSize":1800,"shortable":3,"etf":0,"ttmEps":4.696811,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1765157400000},"marketStatusCode":7,"adr":0,"listingDate":1537372800000,"exchange":"SEHK","adjPreClose":89,"openAndCloseTimeList":[[1764898200000,1764907200000],[1764910800000,1764921600000]],"volumeRatio":0.2581521739481185,"lotSize":100,"spreadScale":0,"tradeCurrency":"CNY"},"requestUrl":"/m/hq/s/83690","defaultTab":"news","newsList":[{"id":"2588057840","title":"【国金可选消费 | 商社】美团点评：即时零售在激烈竞争环境下亏损扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=2588057840","media":"国金可选消费赵...","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588057840?lang=zh_cn&edition=full","pubTime":"2025-12-02 23:00","pubTimestamp":1764687654,"startTime":"0","endTime":"0","summary":"业绩简评2025年11月28日，公司披露2025第三季度业绩公告，2025Q3公司实现营收955亿元，同比+2%。餐饮外卖及闪购：竞争激烈，用户交易频次提升，投入加大致亏损。2）竞争环境下外卖日活用户和月交易用户第三季度创新高，高频用户转化增多，消费频次和粘性提升。2025Q3公司新业务收入280亿元，同比+15.9%，经营亏损13亿元，同比+24.5%，经营亏损率4.6%，环比改善2.5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203000305a4c86fc5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203000305a4c86fc5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1807302812.USD","LU1105468828.SGD","MPNGY","LU1961090484.USD","LU2087589342.USD","LU1323998911.USD","BK1604","BK1591","LU0043850808.USD","LU1831875114.USD","LU2399975544.HKD","LU0828237940.HKD","LU1282648689.USD","LU0348825331.USD","LU0577902454.USD","LU0359202008.SGD","LU0823426308.USD","HMTD.SI","IE0032431581.USD","LU0572944931.SGD","LU2226246903.HKD","LU0593848301.USD","LU2488822045.USD","LU0345775950.USD","LU0164865239.USD","83690","LU0797268264.HKD","LU0633140727.USD","LU1688375341.USD","LU2039709279.SGD","LU0417516738.SGD","LU0315178854.USD","LU0320764755.SGD","03690","LU0327786744.USD","LU0417516902.SGD","LU0672654166.SGD","LU0865486749.SGD","IE0008369823.USD","LU0054450605.USD","LU0345776255.USD","IE00BF5LJ272.USD","LU0823041008.USD","LU0577902538.SGD","LU1734074674.USD","BK1521","METmain","LU2152927971.USD","LU0326950275.SGD","LU0588545730.USD","LU1720050803.USD"],"gpt_icon":1},{"id":"2588030006","title":"美团Keeta推出全新吉祥物：KiKi","url":"https://stock-news.laohu8.com/highlight/detail?id=2588030006","media":"蓝洞新消费","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588030006?lang=zh_cn&edition=full","pubTime":"2025-12-02 19:55","pubTimestamp":1764676546,"startTime":"0","endTime":"0","summary":"据zawya报道，美团旗下出海品牌Keeta今日正式推出品牌全新吉祥物KiKi，旨在为每一次与顾客的互动带来温暖、活力和个性。Keeta表示，KiKi完美诠释了Keeta致力于让顾客在每一次下单中都感受到愉悦的承诺。美团CEO王兴在电话会议上表示，Keeta香港业务已于2025年10月实现盈亏平衡，管理层对Keeta在中东和巴西的发展充满信心。然而，大和证券认为，增加投资将导致Keeta明年亏损扩大。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202200034a4c80b1a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202200034a4c80b1a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0345775950.USD","LU0561508036.HKD","LU0143863198.USD","LU1961090484.USD","LU0327786744.USD","BK1591","LU0039217434.USD","03690","LU1303224171.USD","LU0348805143.USD","LU2152927971.USD","METmain","LU0499858438.USD","LU0918141705.HKD","LU0164872284.USD","LU0633140727.USD","LU2045819591.USD","IE0032431581.USD","LU0634319403.HKD","LU0049853897.USD","LU1868837565.USD","LU1960683339.HKD","LU0708995583.HKD","LU0117841782.USD","LU1481107354.HKD","IE00B543WZ88.USD","LU2039709279.SGD","LU0261950983.USD","LU0588546209.SGD","LU0918141887.USD","83690","LU0173614495.USD","LU0359202008.SGD","LU0348827113.USD","SG9999000327.SGD","BK1618","LU2476274720.SGD","SG9999002463.SGD","LU0531971595.HKD","LU0828238088.HKD","LU1152091754.HKD","LU0588545490.SGD","LU1868837722.USD","LU0456827905.SGD","LU0052750758.USD","LU1688375341.USD","LU1808992512.USD","MPNGY","HMTD.SI","SG9999002562.SGD","LU1770034418.SGD"],"gpt_icon":1},{"id":"2588036542","title":"外卖大战，美团度过行业竞争的“极限测试”","url":"https://stock-news.laohu8.com/highlight/detail?id=2588036542","media":"36氪","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588036542?lang=zh_cn&edition=full","pubTime":"2025-12-02 17:13","pubTimestamp":1764666838,"startTime":"0","endTime":"0","summary":"护生态 扩海外 投AI11月28日，美团公布2025年第三季度财报。因此，2025年第三季度的高频次、高烈度竞争，实质上是对美团精细化运营能力的“极限压力测试”。这意味着，三季度的这场“极限测试”将会是美团外卖投入及亏损的高峰，后续公司的业绩情况将会明显好转。截至9月中旬，已有30万商家、3000余个连锁品牌及6万家连锁门店参与美团“明厨亮灶”计划。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202171726a4c7b9ac&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202171726a4c7b9ac&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0588545490.SGD","LU1064130708.USD","LU0143863784.USD","LU0345775950.USD","LU0634319403.HKD","BK1615","LU0164872284.USD","LU0868486357.SGD","LU1961090484.USD","LU0231483743.USD","LU0370786039.SGD","LU0164880469.USD","HMTD.SI","LU1102505929.USD","METmain","LU1688375341.USD","LU0029875118.USD","LU0650527681.SGD","LU0043850808.USD","IE00B031HY20.USD","IE0034224299.USD","LU1242518931.SGD","IE00B543WZ88.USD","LU0605514214.HKD","LU2125910500.SGD","LU0417516738.SGD","LU0047713382.USD","LU0327786744.USD","LU0244354667.USD","LU0821914370.USD","LU0737861699.HKD","LU1282648689.USD","LU0251144936.SGD","SG9999014674.SGD","83690","LU0359201885.HKD","LU1770034418.SGD","LU2087589342.USD","BK1142","LU1794554557.SGD","BK1604","MPNGY","03690","LU2242644610.SGD","LU2476274308.USD","IE0008368742.USD","LU0463099449.HKD","LU0588545904.SGD","LU0611395673.USD","LU0708995583.HKD","LU1880383440.USD"],"gpt_icon":0},{"id":"2588036354","title":"覆盖全国近200城！美团宣布骑手每天送单不闯红灯 最高可获万元奖金","url":"https://stock-news.laohu8.com/highlight/detail?id=2588036354","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588036354?lang=zh_cn&edition=full","pubTime":"2025-12-02 16:53","pubTimestamp":1764665614,"startTime":"0","endTime":"0","summary":"快科技12月2日消息，今日，美团宣布，美团骑手“不闯红灯”安全激励计划即日起全面升级，骑手送单只要不闯红灯，每天均可获得现金奖励。对此，9月，美团追加了1亿元“不闯红灯”奖金，进一步鼓励骑手安全骑行。据了解，12月2日起，美团“不闯红灯”安全激励将正式覆盖全国近200城，全职兼职骑手都能参与。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512021705129526688e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512021705129526688e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2039709279.SGD","LU0348788117.USD","LU1064131003.USD","LU0737861699.HKD","LU1282648689.USD","LU0048580855.USD","LU0589944569.HKD","LU0287142896.SGD","LU1961090484.USD","LU2242644610.SGD","LU0823038988.USD","BK1604","LU0348814723.USD","LU1242518857.USD","LU2097828557.USD","LU0502904849.HKD","LU0320764599.SGD","SG9999000327.SGD","LU1868838027.USD","HMTD.SI","LU0165289439.USD","LU0531971595.HKD","LU0561508036.HKD","LU0455707207.USD","LU0594300179.USD","LU0828238088.HKD","MPNGY","LU0856984785.SGD","LU2488822045.USD","LU0348805143.USD","LU0634319403.HKD","LU0181495838.USD","LU0359202008.SGD","LU0348827113.USD","LU0683595622.HKD","LU1993786604.SGD","BK1521","LU1048596156.SGD","03690","LU1960683339.HKD","METmain","LU0326950275.SGD","LU0231483743.USD","LU0797268264.HKD","LU1675838814.USD","83690","SG9999000459.SGD","LU0320764755.SGD","LU0348825331.USD","LU0819123356.HKD","LU0054450605.USD"],"gpt_icon":1},{"id":"2588600050","title":"每日卖空追踪 | 美团-WR 12月02日卖空量成交1.67万股，卖空比例为14.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588600050","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588600050?lang=zh_cn&edition=full","pubTime":"2025-12-02 16:30","pubTimestamp":1764664240,"startTime":"0","endTime":"0","summary":"美团-WR北京时间12月02日，跌2.94%，卖空量成交1.67万股，较上一交易日减少51.59%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。港股数据实时性强，适合短线跟踪；美股因T+2延迟，更适用中长期分析。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202163630a4c7a0e3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202163630a4c7a0e3&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1813983027.USD","LU0348814723.USD","LU0327786744.USD","LU0979878070.USD","LU0348827113.USD","LU0196878994.USD","SG9999000459.SGD","LU1323998911.USD","BK1610","LU0577902611.USD","LU0588545904.SGD","LU0541501648.USD","LU0633140560.USD","LU0823426480.USD","LU0084288322.USD","LU0345775950.USD","LU0588545730.USD","SG9999014674.SGD","HMTD.SI","LU0164865239.USD","LU0456846285.SGD","LU0049853897.USD","LU0143863784.USD","LU0054450605.USD","LU0164880469.USD","LU0359202008.SGD","MPNGY","LU0164872284.USD","LU1008478684.HKD","LU1242518931.SGD","LU0918141887.USD","LU0140636845.USD","LU0577902371.SGD","LU0708995583.HKD","LU2476274308.USD","LU0737861699.HKD","83690","LU0011963245.USD","LU1880383366.USD","SG9999001903.USD","LU0165289439.USD","LU0540923850.HKD","LU0106252389.USD","IE0008368742.USD","LU0143863198.USD","LU1102505929.USD","BK1575","METmain","LU2399975544.HKD","03690"],"gpt_icon":0},{"id":"2588080613","title":"猫狗消得“团”憔悴","url":"https://stock-news.laohu8.com/highlight/detail?id=2588080613","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588080613?lang=zh_cn&edition=full","pubTime":"2025-12-02 15:30","pubTimestamp":1764660634,"startTime":"0","endTime":"0","summary":"上半年，猫狗轮番把手伸向基本盘之后，更多玩家也把脚踏进了美团的后花园。11月28日，在京东、阿里先后交卷后，美团第三季度财报姗姗来迟。截至第三季度，美团总收入954.9亿元，同比增长2%。到家触底“恢复市占考核了。”作为“挨打”的一方，美团的投入力度从财报数据便能看到。“有一天美团在C端的营销能力将是一个成套的东西。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202153101a71e9956&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202153101a71e9956&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999000459.SGD","LU1734074674.USD","BK1521","LU0307460666.USD","LU0259732245.USD","LU0501845795.SGD","METmain","LU0359202008.SGD","LU1720050803.USD","MPNGY","89618","LU0314109678.HKD","LU1303224171.USD","LU0541502299.USD","LU1282651121.HKD","LU1813983027.USD","LU0315178854.USD","LU0327786744.USD","LU0043850808.USD","83690","LU0047713382.USD","LU0456846285.SGD","LU1960683339.HKD","BK1583","LU1868838027.USD","LU1961090484.USD","IE00B3M56506.USD","SG9999001226.SGD","LU0543330483.HKD","LU0054237671.USD","LU1868837722.USD","LU1242518857.USD","LU0588546209.SGD","LU1794554557.SGD","03690","BK1604","LU1880383366.USD","LU0588545490.SGD","LU1251922891.USD","HMTD.SI","LU1328277881.USD","LU2399975544.HKD","LU0918141705.HKD","BK1619","LU0502904849.HKD","BK1249","LU0589944569.HKD","LU0700851271.USD","LU0315179316.USD"],"gpt_icon":1},{"id":"2588082160","title":"美团用141亿元亏损守住外卖基本盘江山","url":"https://stock-news.laohu8.com/highlight/detail?id=2588082160","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588082160?lang=zh_cn&edition=full","pubTime":"2025-12-02 14:32","pubTimestamp":1764657129,"startTime":"0","endTime":"0","summary":"京东 Q3财报营收2991亿元，归属净利润53亿元，相较上年同期的117亿元下跌54.7%，其中包括外卖业务的新业务亏损157亿元，归属于普通股股东的净利润同比下降55%。美团 在两大强权夹击下，Q3营收955亿元，同比增长2%，本地商业经营利亏损141亿元，创造上市以来最大幅度亏损记录。换句话说， 美团 付出巨大代价基本保住了江山。Q3 美团 的日活跃用户数同比增长超过20%，过去12个月交易用户数突破8亿大关，餐饮外卖月交易用户数也创下历史新高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202144130a4c761a0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202144130a4c761a0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1868838027.USD","LU1993786604.SGD","LU0067412154.USD","LU1807302812.USD","LU0348735423.USD","LU0315178854.USD","HMTD.SI","83690","LU0541501648.USD","LU0011963245.USD","LU0531971595.HKD","LU0149721374.USD","LU2039709279.SGD","LU0345775950.USD","LU0873338254.USD","LU0871576103.HKD","LU2097828557.USD","MPNGY","LU2399975544.HKD","LU1481107354.HKD","METmain","LU0577902454.USD","LU1105468828.SGD","LU1328277881.USD","IE00B29SXG58.USD","LU0244354667.USD","LU0345776255.USD","LU0572944931.SGD","LU0132412106.USD","LU0868486357.SGD","LU0577902298.EUR","LU1960683339.HKD","LU0417516902.SGD","LU2097828631.EUR","LU0048580855.USD","IE00BF5LJ272.USD","09988","LU0588545490.SGD","LU1813983027.USD","LU2087589342.USD","03690","BABA","LU0918141705.HKD","LU0823038988.USD","LU0054237671.USD","LU1048588211.SGD","LU1868837565.USD","LU0588545730.USD","LU0049853897.USD","LU0211977185.USD","LU1008478684.HKD","LU0196878994.USD","LU0593848301.USD"],"gpt_icon":1},{"id":"2588081980","title":"美团-W由盈转亏，行业竞争或有所缓和","url":"https://stock-news.laohu8.com/highlight/detail?id=2588081980","media":"浦银国际证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588081980?lang=zh_cn&edition=full","pubTime":"2025-12-02 13:15","pubTimestamp":1764652542,"startTime":"0","endTime":"0","summary":"由于行业激烈竞争推动需求提升，餐饮外卖日活和月交易用户在三季度均创新高，公司核心用户保持强劲增长，购买频次和粘性均有所提升。展望四季度，公司指引经营亏损趋势或将延续，随着行业补贴相较高峰有逐步回落，竞争有望趋于理性。随着竞争出现放缓迹象，公司亏损情况有望得到逐步修复，维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202133124a4c7447e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202133124a4c7447e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0326948709.USD","LU0348814723.USD","LU0672654166.SGD","HMTD.SI","LU0417516902.SGD","LU0269904917.USD","LU0880133367.SGD","LU0072913022.USD","LU0823039010.USD","LU0819123356.HKD","BK1591","LU2778985437.USD","LU0327786744.USD","LU0979878070.USD","IE0008369823.USD","LU0541502299.USD","BK1604","METmain","LU1282648689.USD","LU2399975544.HKD","LU0819121731.USD","BK1142","LU0588545490.SGD","LU0164880469.USD","LU0314109678.HKD","LU0417516738.SGD","LU0449515922.USD","LU0683595622.HKD","LU2045819591.USD","MPNGY","LU0348827113.USD","LU0315178854.USD","LU0828238088.HKD","LU1224709979.USD","LU1008478684.HKD","LU1880383366.USD","LU0149721374.USD","LU2242644610.SGD","LU1960683339.HKD","LU0823038988.USD","83690","LU0502904849.HKD","LU0821914370.USD","LU1868837565.USD","LU1993786604.SGD","03690","LU2148510915.USD","LU0348825331.USD","SG9999002562.SGD","LU0828237940.HKD","LU1064131003.USD"],"gpt_icon":1},{"id":"2588248547","title":"美团拼好饭上线“AI+后厨直播”，已有超41万商家参与明厨亮灶","url":"https://stock-news.laohu8.com/highlight/detail?id=2588248547","media":"新快报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588248547?lang=zh_cn&edition=full","pubTime":"2025-12-01 19:00","pubTimestamp":1764586800,"startTime":"0","endTime":"0","summary":"为此，今年7月，美团拼好饭联动百万中小餐饮商家正式推出“百万亮厨”计划，将联合20万商家打造透明开放标杆，通过图文实况、视频直播等，向顾客即时更新真实的后厨环境；同时，还将推动100万商家升级明厨亮灶，建设透明后厨。“随着更多商家上传实况图片、上线后厨视频直播，拼好饭最新上线了‘AI+明厨亮灶’功能，探索AI食安识别技术赋能。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201193846a71cd39b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201193846a71cd39b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0359201612.USD","LU0348788117.USD","LU1064131003.USD","LU0737861699.HKD","LU1282648689.USD","LU1961090484.USD","LU2087589342.USD","LU0588546209.SGD","LU0823038988.USD","BK1233","LU0918141887.USD","BK1583","LU0327786744.USD","LU0143863198.USD","IE0008368742.USD","HMTD.SI","LU0819121731.USD","LU0165289439.USD","LU0561508036.HKD","MPNGY","LU0541502299.USD","LU0577902454.USD","LU0039217434.USD","LU1023057109.AUD","LU2488822045.USD","IE00B5MMRT66.SGD","LU1993786604.SGD","LU0683595622.HKD","LU1226287529.USD","LU0871576103.HKD","LU1048596156.SGD","03690","LU0228659784.USD","LU0251144936.SGD","LU0067412154.USD","METmain","LU0979878070.USD","LU0231483743.USD","LU0708995583.HKD","LU0828237940.HKD","83690","LU1880383366.USD","SG9999002463.SGD","LU0605514214.HKD","LU2125910500.SGD","LU0315178854.USD","LU1481107354.HKD","LU0348825331.USD","LU0873338254.USD","LU1770036033.HKD"],"gpt_icon":1},{"id":"2588180725","title":"“国雪热”带动滑雪消费持续升温，美团旅行：“附近的滑雪场”搜索量同比增长87%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588180725","media":"雷峰网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588180725?lang=zh_cn&edition=full","pubTime":"2025-12-01 17:18","pubTimestamp":1764580680,"startTime":"0","endTime":"0","summary":"美团旅行数据显示，近一周，美团上“附近的滑雪场”的搜索量同比增长87%，“滑雪面罩”和“滑雪服”搜索热度攀升。在滑雪人群中，95后成为主力，占“滑雪门票”预订量的47%。北京军都山滑雪场虽未开板，预订已十分火热，订单量同比增幅489%。全年无休的室内滑雪场同样受到欢迎，广州“热血奇迹”滑雪场订单量同比增长183.4%，南方滑雪热度持续升温。随着“国雪”升温，更多人将目光投向国内优质雪场。滑雪场周边两公里消费金额增长27.97%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512011721049524619b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512011721049524619b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0132412106.USD","BK1575","LU0797268264.HKD","IE00B0JY6N72.USD","LU0348805143.USD","LU0588545730.USD","LU1868837722.USD","LU0572944931.SGD","LU1152091168.USD","83690","LU0918141705.HKD","LU2778985437.USD","LU1880383440.USD","LU0051755006.USD","LU1303224171.USD","LU0231483743.USD","LU0449515922.USD","SG9999000327.SGD","LU2097828557.USD","LU1868838027.USD","LU1064130708.USD","BK1583","LU0315178854.USD","MPNGY","LU0072913022.USD","LU0463099449.HKD","LU0048597586.USD","LU0650527681.SGD","LU0561508036.HKD","LU0320764755.SGD","LU1102505762.USD","LU1734074674.USD","BK1604","LU2045819591.USD","LU1251922891.USD","LU0143863784.USD","LU0052750758.USD","LU0588545904.SGD","LU0531971595.HKD","LU1242518857.USD","LU0348816934.USD","LU0577902454.USD","LU0047713382.USD","LU0456827905.SGD","HMTD.SI","IE0032431581.USD","LU0228659784.USD","LU2257852520.SGD","03690","LU0320764599.SGD","METmain"],"gpt_icon":1},{"id":"2588288107","title":"【华西海外】海外周观点：六部门发文提出27年形成3个万亿级消费领域，美团三季度受行业竞争影响业绩承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2588288107","media":"正视可选消费&海外研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588288107?lang=zh_cn&edition=full","pubTime":"2025-12-01 16:37","pubTimestamp":1764578252,"startTime":"0","endTime":"0","summary":"核心内容:六部门发文提出2027年形成3个万亿级消费领域11月26工业和信息化部等六部门联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》，提出到2027年，消费品供给结构明显优化，形成3个万亿级消费领域和10个千亿级消费热点，打造一批富有文化内涵、享誉全球的高品质消费品。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201164044a4c555b8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201164044a4c555b8&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SG9999000327.SGD","LU2045819591.USD","LU2476274308.USD","LU0164872284.USD","LU0348827113.USD","LU0821914370.USD","LU0633140560.USD","IE00BPRC5H50.USD","LU0880133367.SGD","LU0106252389.USD","LU0823039010.USD","IE00BF5LJ272.USD","LU0979878070.USD","LU0047713382.USD","LU0456846285.SGD","IE0008368742.USD","LU0797268264.HKD","LU0165289439.USD","LU1807302812.USD","LU0417516902.SGD","LU0541502299.USD","LU0577902371.SGD","LU0918141887.USD","LU1720050803.USD","HMTD.SI","83690","LU2257852520.SGD","LU1152091168.USD","03690","BK1610","MPNGY","LU1794554557.SGD","LU0345775950.USD","LU1688375341.USD","SG9999000459.SGD","LU0359201885.HKD","LU0348814723.USD","LU0823040885.USD","LU0348788117.USD","LU0541501648.USD","LU0819123356.HKD","LU0531971595.HKD","LU0348825331.USD","LU0463099449.HKD","LU0499858438.USD","LU1323998911.USD","LU0823041008.USD","METmain","LU0210526637.USD","LU1328277881.USD","LU0143863784.USD"],"gpt_icon":1},{"id":"2588863728","title":"外卖战争还是AI远征：阿里美团的近场搏杀","url":"https://stock-news.laohu8.com/highlight/detail?id=2588863728","media":"竞合人工智能","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588863728?lang=zh_cn&edition=full","pubTime":"2025-12-01 16:27","pubTimestamp":1764577622,"startTime":"0","endTime":"0","summary":"阿里巴巴发布利润骤降的季度报告后，美团股价强势反弹；而当美团交出一份上市以来最大幅度的亏损成绩单时，阿里的股价又在下一个交易日获得了支撑。然而，眼前的“外卖大战”只是冰山海面上最喧哗的一部分。04中国大企业的AI赌局与未来阿里与美团的“双线战争”，是中国大型互联网企业在一个转折时代的缩影：在存量市场中近身肉搏，同时在增量未来中重金下注。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201165758a4c56117&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201165758a4c56117&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0084288322.USD","LU2087589342.USD","LU0683595622.HKD","LU0823041008.USD","LU0287142896.SGD","HMTD.SI","LU0149721374.USD","LU0140636845.USD","LU1105468828.SGD","LU0823038988.USD","LU2097828714.EUR","LU2097828805.USD","IE0032431581.USD","LU1242518857.USD","LU1719994722.HKD","LU0211977185.USD","LU0417516902.SGD","LU0251144936.SGD","LU1224709979.USD","LU0359201885.HKD","LU1226287529.USD","BK1618","LU0261950983.USD","LU0821914370.USD","LU0011963245.USD","09988","LU0052750758.USD","LU0823039010.USD","LU0577902454.USD","LU0320764599.SGD","LU1152091754.HKD","LU2097828557.USD","83690","LU0051755006.USD","LU0214875030.USD","LU0456827905.SGD","LU0633140560.USD","SG9999000327.SGD","SG9999002828.SGD","METmain","LU0823426308.USD","LU2226246903.HKD","LU2257852520.SGD","LU1868837565.USD","LU0143863198.USD","LU0797268264.HKD","LU2476274308.USD","IE00B5MMRT66.SGD","03690","LU0054450605.USD","BABA","LU1064131003.USD","MPNGY"],"gpt_icon":1},{"id":"2588078744","title":"美团-W高客单核心壁垒稳固，Q4预计利润环比改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2588078744","media":"申万宏源","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588078744?lang=zh_cn&edition=full","pubTime":"2025-12-01 15:15","pubTimestamp":1764573300,"startTime":"0","endTime":"0","summary":"行业竞争力度见顶，核心本地商业当季大幅亏损、下季预期环比改善。美团闪购实现领先行业的强劲增长，到店业务核心壁垒稳固。我们认为Q3为行业竞争力度最大的时期，美团加大投入应对竞争，短期核心本地生活业务盈利将因此承压，但Q4以来环比改善趋势明显。美团闪购单量及GTV增长健康，海外业务加速扩张的同时盈利超预期改善，长期看公司利润仍具备弹性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201153249a71c4c29&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201153249a71c4c29&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1242518857.USD","LU0048597586.USD","LU0140636845.USD","LU1224709979.USD","LU0577902538.SGD","LU0084288322.USD","LU2097828474.EUR","METmain","IE0032431581.USD","LU0819121731.USD","LU0541502299.USD","LU0348788117.USD","BK1591","LU0828237940.HKD","LU1102505762.USD","LU0561508036.HKD","LU0196878994.USD","LU1023057109.AUD","LU1048588211.SGD","LU1242518931.SGD","LU1282648689.USD","83690","03690","LU0261950983.USD","HMTD.SI","LU0856984785.SGD","LU0359202008.SGD","IE00B543WZ88.USD","LU0054450605.USD","LU0072462343.USD","LU0214875030.USD","LU1993786604.SGD","SG9999000327.SGD","LU1481107354.HKD","LU0287142896.SGD","IE00B29SXG58.USD","LU1152091754.HKD","LU0251144936.SGD","SG9999014674.SGD","LU0173614495.USD","IE00BF5LJ272.USD","MPNGY","LU1064131003.USD","LU0543330483.HKD","IE00B0JY6N72.USD","LU0588545904.SGD","LU0143863784.USD","IE00B5MMRT66.SGD","SG9999001689.USD","LU0823039010.USD","LU0871576103.HKD"],"gpt_icon":1},{"id":"2587799109","title":"净损160亿！美团的护城河，被淘宝闪购“挖穿”","url":"https://stock-news.laohu8.com/highlight/detail?id=2587799109","media":"侃见财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2587799109?lang=zh_cn&edition=full","pubTime":"2025-11-30 17:11","pubTimestamp":1764493871,"startTime":"0","endTime":"0","summary":"美团的护城河受到了严重侵蚀。经调整净亏损为160.1亿元，高于彭博一致性预期的138亿。01 单季亏损160亿外卖板块对于美团而言，关乎其核心护城河的稳定性。王兴称，美团完全有信心捍卫公司在即时配送领域的行业领先地位，并为行业创造真正的长期价值。与此同时，美团也预警称，随着与阿里巴巴和京东在市场份额上的争夺战愈演愈烈，亏损状况预计将持续。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130171111a4c36ef1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130171111a4c36ef1&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1584","LU1642822792.SGD","LU2488822045.USD","LU0072913022.USD","LU0315178854.USD","LU0417516902.SGD","LU0516422440.USD","LU2399975544.HKD","LU0648948544.HKD","LU0819123356.HKD","LU0633140727.USD","09988","LU0449509016.USD","LU0043850808.USD","LU1328615791.USD","LU0831103253.SGD","LU1282651121.HKD","LU0048580855.USD","LU0640798160.USD","BABA","METmain","LU0456846285.SGD","LU0348825331.USD","HK0000320264.USD","IE00BZ08YR35.GBP","89988","LU0348783233.USD","LU0054450605.USD","83690","LU0672654166.SGD","ALBmain","HBBD.SI","LU0261950983.USD","IE0008369823.USD","MPNGY","LU0499858438.USD","LU1993786604.SGD","LU1316542783.SGD","BK1575","LU0128522744.USD","03690","LU0594300419.USD","HMTD.SI","LU0708995153.HKD","LU0348805143.USD","LU0886674414.USD","LU0072462343.USD","LU0823397285.USD","LU1568876251.USD","BK1618"],"gpt_icon":1},{"id":"2587876613","title":"千亿元补贴换市场？阿里、京东、美团三季报暴露外卖烧钱真相","url":"https://stock-news.laohu8.com/highlight/detail?id=2587876613","media":"老马那些事","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2587876613?lang=zh_cn&edition=full","pubTime":"2025-11-30 00:00","pubTimestamp":1764432039,"startTime":"0","endTime":"0","summary":"2025年二三季度，阿里巴巴、京东、美团在外卖市场激战正酣，半年累计投入超1000亿元。阿里巴巴（饿了么）、京东与美团掀起史无前例的外卖补贴大战，仅2025年第二、三季度，三方合计投入超1000亿元，以巨额补贴争夺用户、骑手与商家资源。美团：创纪录巨亏，战略防御代价高昂美团三季报显示，公司经营亏损高达198亿元，创下自2018年上市以来最大单季亏损。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130000428a7199579&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"bd851bde00d0f580896f4368ee8986d7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251130000428a7199579&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0501845795.SGD","LU0164865239.USD","LU0345776255.USD","LU1868837722.USD","LU1102505929.USD","LU1675838814.USD","LU2097828474.EUR","LU0541502299.USD","BABA","03690","MPNGY","LU0293314216.USD","LU0577902454.USD","LU0307460666.USD","LU0588545730.USD","89618","LU1366334578.USD","09988","89988","83690","LU2476274308.USD","LU0577902538.SGD","LU1282648689.USD","BK1615","METmain","LU1224709979.USD","LU0132412106.USD","LU0269904917.USD","LU0856984785.SGD","LU0700851271.USD","LU2476274720.SGD","LU0029875118.USD","LU1366334651.USD","LU0314109678.HKD","LU0359202008.SGD","LU0211977185.USD","LU0561508036.HKD","JD","09618","LU0540923850.HKD","LU0589944569.HKD","BK1583","LU0011963245.USD","IE0008369823.USD","LU1282649067.USD","LU0449509016.USD","LU0048580855.USD","LU0348827113.USD","LU1961090484.USD","LU0797268264.HKD","LU0072913022.USD","SG9999001903.USD","LU1794554557.SGD","HMTD.SI"],"gpt_icon":1},{"id":"2587759994","title":"美团callback重点解析","url":"https://stock-news.laohu8.com/highlight/detail?id=2587759994","media":"卓哥投研笔记","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2587759994?lang=zh_cn&edition=full","pubTime":"2025-11-29 10:14","pubTimestamp":1764382470,"startTime":"0","endTime":"0","summary":"阿里、美团、腾讯等互联网公司会在业绩发布会之后的当晚，跟高盛、大摩等外资投行分析师再开一场小范围交流会，叫作callback。多的不说，少的不唠，我们来看看美团callback中的重点内容。在美团callback中，管理层对竞争策略的表述是，并非通过“对方缩小补贴，美团增加补贴”的方式拿回市场份额，而是“慢慢拿回份额”，或者“自然”拿回份额。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129104358a4c17fb7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129104358a4c17fb7&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1303224171.USD","03690","IE0008369823.USD","LU0140636845.USD","LU0819121731.USD","LU0577902454.USD","HMTD.SI","LU0348788117.USD","LU0431992006.USD","LU1880383440.USD","LU1808992512.USD","LU0455707207.USD","LU1960683339.HKD","IE00B0JY6N72.USD","LU0543330483.HKD","LU0054237671.USD","LU0054450605.USD","LU0348805143.USD","BK1575","LU1242518931.SGD","BK1610","MPNGY","LU0821914370.USD","LU0823039010.USD","LU0541502299.USD","IE00B5MMRT66.SGD","LU2488822045.USD","LU0589944569.HKD","LU1481107354.HKD","LU0048597586.USD","LU0287142896.SGD","LU0072462343.USD","METmain","LU0449515922.USD","LU0823040885.USD","LU1064131003.USD","LU0509642566.USD","LU2039709279.SGD","LU2257852520.SGD","IE00B29SXG58.USD","LU0251144936.SGD","LU1880383366.USD","LU0359201612.USD","83690","LU2097828631.EUR","LU2476274308.USD","LU0143863198.USD","BK1615","LU0417516738.SGD","IE0008368742.USD","LU1675838814.USD"],"gpt_icon":1},{"id":"2587564367","title":"美团高管：美团是最适合闪购的平台 能为商家带来最高转化率和销售额","url":"https://stock-news.laohu8.com/highlight/detail?id=2587564367","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2587564367?lang=zh_cn&edition=full","pubTime":"2025-11-29 09:54","pubTimestamp":1764381267,"startTime":"0","endTime":"0","summary":"快科技11月29日消息，昨日下午，美团发布了截至9月30日的2025年第三季度财报：营收为955亿元，同比增长2.0%。会上，分析师向管理层提问，询问其对美团平台竞争优势的看法及美团闪购未来策略。美团始终认为，简单地将传统电商供应移植到闪购业务上，对商家、消费者而言是无法创造任何增量价值的。陈少晖总结称“可以说，美团平台是最适合闪购业务的平台。我们可以为商家带来最高的转化率和增量销售额。”","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129100521a718965a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129100521a718965a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU1105468828.SGD","LU0048580855.USD","LU0572944931.SGD","LU2242644610.SGD","MPNGY","LU0880133367.SGD","LU2097828557.USD","LU0540923850.HKD","LU2148510915.USD","HMTD.SI","IE00BF5LJ272.USD","03690","LU0502904849.HKD","LU0541502299.USD","IE00BPRC5H50.USD","LU0431992006.USD","LU0173614495.USD","LU0348788117.USD","LU1770034418.SGD","LU1770036033.HKD","SG9999002828.SGD","83690","IE0008368742.USD","LU0164872284.USD","LU0211977185.USD","LU0106252389.USD","LU0326950275.SGD","LU1734074674.USD","LU1993786604.SGD","LU0287142896.SGD","IE00B543WZ88.USD","LU0132412106.USD","BK1615","LU0821914370.USD","LU1675838814.USD","LU0455707207.USD","LU0509642566.USD","LU0588545490.SGD","LU0588545730.USD","LU0043850808.USD","METmain","LU0577902538.SGD","LU0979878070.USD","LU0577902454.USD","LU1328615791.USD","LU1224709979.USD","LU1242518931.SGD","LU0456827905.SGD","LU1813983027.USD","IE00B031HY20.USD","LU0128522157.USD"],"gpt_icon":1},{"id":"2587173672","title":"美团推出智能外卖出餐格：再也不怕骑手取错餐！兼容饿了么","url":"https://stock-news.laohu8.com/highlight/detail?id=2587173672","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2587173672?lang=zh_cn&edition=full","pubTime":"2025-11-29 00:01","pubTimestamp":1764345660,"startTime":"0","endTime":"0","summary":"快科技11月29日消息，美团外卖宣布推出全新智能硬件“智能出餐格”，凭借重力感应自动出餐、骑手取餐防错配等核心功能，已在北京启动试点。目前美团智能出餐格已启动全国试点招募：美团外卖合作商家，需拥有线下堂食区域，主营中式快餐、正餐或小吃品类的商家均可报名。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511290011489520159e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511290011489520159e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0441854154.USD","89988","SGXZ90724238.SGD","IE00BZ08YT58.USD","LU0541502299.USD","LU1688375341.USD","LU2293587155.HKD","LU0327786744.USD","83690","METmain","HBBD.SI","LU1794554557.SGD","LU0052750758.USD","LU0196878994.USD","LU0431992006.USD","LU2125910500.SGD","LU0509642566.USD","LU0084288322.USD","LU2148510915.USD","LU0164880469.USD","LU0047713382.USD","LU0096374516.USD","LU0823038988.USD","LU1880398471.USD","LU0348805143.USD","HMTD.SI","SG9999014674.SGD","LU0143863198.USD","LU0348784397.USD","LU0823426480.USD","03690","LU2097829019.USD","LU0228659784.USD","LU0477156797.USD","LU1023057109.AUD","MPNGY","LU0502904849.HKD","LU1960683339.HKD","LU2476274308.USD","LU1880383366.USD","ALBmain","LU0106252389.USD","LU0345776255.USD","BK1615","LU0011963245.USD","LU0359202008.SGD","HK0000306701.USD","LU0329678337.USD"],"gpt_icon":1},{"id":"2586735838","title":"美团王兴最新回应：有信心在中长期恢复不错盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2586735838","media":"第一财经资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586735838?lang=zh_cn&edition=full","pubTime":"2025-11-28 22:40","pubTimestamp":1764340859,"startTime":"0","endTime":"0","summary":"王兴公布了一组数据，并表示近期美团餐饮外卖订单市占率稳步回升。对于海外业务的发展，王兴公布了最新进展，提及Keeta香港业务在今年10月已经盈利。王兴同时表示，Keeta和食杂零售在新业务中非常重要，这两项业务也是美团具有高信心的增长机会。目前，美团已成功巩固核心用户群体中的份额，并在各品类中捍卫自己的领先地位。在供应链、用户群体触达及履约方面，美团有信心保持优势并在中长期恢复不错的盈利，实现合理且可持续的利润率。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128224429a717d0b5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"bd851bde00d0f580896f4368ee8986d7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128224429a717d0b5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0880133367.SGD","LU1481107354.HKD","LU0828238088.HKD","LU2242644610.SGD","LU2087589342.USD","LU0918141705.HKD","LU0499858602.USD","HMTD.SI","LU0449509016.USD","LU0431992006.USD","LU0140636845.USD","LU1831875114.USD","LU0269904917.USD","LU0541502299.USD","LU0072462343.USD","LU2097828805.USD","LU0499858438.USD","LU0181495838.USD","LU1242518931.SGD","LU0449515922.USD","LU0588545730.USD","LU0047713382.USD","LU0650527681.SGD","LU0561508036.HKD","LU0594300419.USD","LU0979878070.USD","BK1521","LU1794554557.SGD","LU0348825331.USD","LU0320764599.SGD","LU0588546209.SGD","83690","LU0417516738.SGD","LU0531971595.HKD","LU0048597586.USD","LU0048580855.USD","METmain","LU2148510915.USD","LU0823040885.USD","SG9999001689.USD","LU0039217434.USD","LU1720050803.USD","LU0823426480.USD","LU0143863784.USD","LU2045819591.USD","LU0326950275.SGD","LU1808992512.USD","BK1604","03690","LU1328615791.USD","MPNGY"],"gpt_icon":1},{"id":"2586738868","title":"美团3个月亏了160亿，王兴：外卖大战不可持续","url":"https://stock-news.laohu8.com/highlight/detail?id=2586738868","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586738868?lang=zh_cn&edition=full","pubTime":"2025-11-28 21:56","pubTimestamp":1764338160,"startTime":"0","endTime":"0","summary":"美团CEO王兴在晚间的财报电话会上回应外卖大战时表示，半年来的市场结果已经充分证明，外卖价格战没有为行业创造价值，不可持续。由于行业竞争进一步加剧，三季度美团核心本地商业经营利润转负，亏损141亿元。而京东，虽然在三季度中的外卖补贴力度不及美团和阿里，但包括外卖在内的新业务三季度也亏损157.36亿元，营销开支同比增长110.5%至211亿元，多烧了约111亿元。王兴提到，近期美团餐饮外卖订单市占稳步回升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511282200559784f2a0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"bd851bde00d0f580896f4368ee8986d7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511282200559784f2a0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["HMTD.SI","LU0214875030.USD","LU0417516902.SGD","LU0880133367.SGD","LU0918141705.HKD","LU0196878994.USD","LU2097828714.EUR","LU2097828631.EUR","LU2778985437.USD","SG9999000459.SGD","IE0008369823.USD","LU1813983027.USD","LU0541502299.USD","LU0143863198.USD","IE00B031HY20.USD","LU1226287529.USD","LU1868838027.USD","LU2097828557.USD","LU1105468828.SGD","IE00BPRC5H50.USD","METmain","BK1604","LU0455707207.USD","LU0823426308.USD","LU0819121731.USD","LU1720050803.USD","LU1770034418.SGD","LU0593848301.USD","LU0828237510.HKD","LU0314109678.HKD","LU2226246903.HKD","LU0326950275.SGD","LU0683595622.HKD","SG9999000327.SGD","MPNGY","LU0540923850.HKD","LU0633140727.USD","LU1880383366.USD","LU0359202008.SGD","LU0370786039.SGD","LU1961090484.USD","LU0577902454.USD","83690","LU0502904849.HKD","LU1794554557.SGD","LU0048580855.USD","LU0821914370.USD","LU0231483743.USD","LU0456846285.SGD","03690","LU0634319403.HKD"],"gpt_icon":1}],"profile":{"websiteUrl":"http://about.meituan.com","stockEarnings":[{"period":"1week","weight":-0.0338},{"period":"1month","weight":-0.0275},{"period":"3month","weight":-0.0471},{"period":"6month","weight":-0.3078},{"period":"1year","weight":-0.3928},{"period":"ytd","weight":-0.3733}],"compareEarnings":[{"period":"1week","weight":0.0087},{"period":"1month","weight":0.0058},{"period":"3month","weight":0.0262},{"period":"6month","weight":0.0964},{"period":"1year","weight":0.3336},{"period":"ytd","weight":0.3004}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"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。","exchange":"SEHK","name":"美团-WR","nameEN":"MEITUAN-WR"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"美团-WR(83690)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供美团-WR(83690)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"美团-WR,83690,美团-WR股票,美团-WR股票老虎,美团-WR股票老虎国际,美团-WR行情,美团-WR股票行情,美团-WR股价,美团-WR股市,美团-WR股票价格,美团-WR股票交易,美团-WR股票购买,美团-WR股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"美团-WR(83690)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供美团-WR(83690)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}