夏天216的个人主页 - 老虎社区

夏天216

夏天216

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IP属地：北京

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2020-12-02

一发财报就下跌…看不懂

美团跌超7%！Q3财报都说什么？

2020-11-19

小牛电动车不知道是不是买的时间点不对，刚买就套了

2020-11-17

蔚来涨涨跌跌的，看不准方向；电商股是业绩大涨反而股价跌；科技股反垄断政策出台后何去何从，也是只能先观望，到底买点什么好呢？

2020-11-14

上周五入手了小牛电动车，下周大家怎么看？是会再创新高还是横向调整？目前由于有些追高套了几个点…

2020-11-03

我到底应该持续持有下降通道中的网易还是割肉离场换涨了好久的腾讯，纠结…

2020-10-30

陆金所在这个大背景下，还能踏上纽交所，真是有实力

2020-10-29

蚂蚁上市是否要参与一把？都说现在估值太高了，但长远看能不能还有上涨空间？拭目以待，还是想多少买点

2020-10-15

捉摸不透的蔚来，12元买入，16元出，赚到并不甘心，17元开始做空，没想到一路飙升，19元割肉离场，更没想到的是，现在已经28开外了…

2020-10-07

#网易市盈率这么低，入场后就没盈利过，大网易是怎么了，没完没了的调整，网上突破有这么难吗？到底要不要割肉呢……

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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 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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},"isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390345298,"gmtCreate":1605715205014,"gmtModify":1703839235186,"author":{"id":"3473991981024238","authorId":"3473991981024238","name":"夏天216","avatar":"https://static.tigerbbs.com/989f6d595be64ddc25f0c5569d86da57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473991981024238","authorIdStr":"3473991981024238"},"themes":[],"htmlText":"小牛电动车不知道是不是买的时间点不对，刚买就套了","listText":"小牛电动车不知道是不是买的时间点不对，刚买就套了","text":"小牛电动车不知道是不是买的时间点不对，刚买就套了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390345298","isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307411640,"gmtCreate":1605619837180,"gmtModify":1703838609863,"author":{"id":"3473991981024238","authorId":"3473991981024238","name":"夏天216","avatar":"https://static.tigerbbs.com/989f6d595be64ddc25f0c5569d86da57","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473991981024238","authorIdStr":"3473991981024238"},"themes":[],"htmlText":"蔚来涨涨跌跌的，看不准方向；电商股是业绩大涨反而股价跌；科技股反垄断政策出台后何去何从，也是只能先观望，到底买点什么好呢？","listText":"蔚来涨涨跌跌的，看不准方向；电商股是业绩大涨反而股价跌；科技股反垄断政策出台后何去何从，也是只能先观望，到底买点什么好呢？","text":"蔚来涨涨跌跌的，看不准方向；电商股是业绩大涨反而股价跌；科技股反垄断政策出台后何去何从，也是只能先观望，到底买点什么好呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307411640","isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307990899,"gmtCreate":1605362647311,"gmtModify":1703837603299,"author":{"i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