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2021-12-16

Amc to the mood

2021-12-02

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2021-10-29

2021-10-27

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2021-10-14

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2021-10-08

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2021-09-20

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2021-08-31

这篇文章不错，转发给大家看

@孟浩:财报大超预期，美团买点到了吗？

2021-08-13

6

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2021-08-07

666

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2021-08-04

666

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2021-07-27

$Ardelyx(ARDX)$ to the moon

2021-07-21

6

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2021-07-19

$Marin Software Inc.(MRIN)$财报出了就一路泄

2021-07-06

漂亮

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2021-07-04

6

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2021-07-04

赞

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外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","listText":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","text":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 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外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","listText":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元，创历史新高。从业务细分来看，餐饮外卖业务仍然创收的助力。餐饮外卖业务交易金额同比增长59.5%至人民币1,736亿元。收入同比增长59.0%至人民币231亿元。美团外卖业务大幅领先老对手饿了么。根据阿里最新一季度财报，以饿了么的平台佣金为主的本地生活服务收入为人民币87.57亿元，同比增长23%。单看营收，美团外卖收入接近于3倍的饿了么。 美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","text":"8月30日，美团发布2021年第2季度财报。数据显示，美团在今年第2季度实现营收437.6亿元，较去年同期增长77%，超分析师预期的423.57亿元。二季度调整后净亏损22.17亿元人民币，超分析师预期的亏损40.4亿元人民币。从财报来看，餐饮外卖，到店等核心业务延续强势表现，营收与净亏损业务均好于分析师预期，不过考虑到政策的不确定性，在这份超预期的财报下，实则内含隐忧。 外卖、到店等核心业务强劲增长 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美团餐饮外卖日均交易笔数同比增长58.9%至3890万笔，从增速来看与外卖业务的交易金额GMV持平，说明美团外卖业务的增长主要来自交易笔数增加，以及骑手效率的提升。其实这个数据还是比较少见的，去年一年，美团外卖GMV增速都是大于外卖交易笔数的。而之所以造成这一差异主要是因为物价，相信很多朋友都注意到随着疫情好转，全国居民的消费价格一直处于环比下降。像是去年增长最高的猪肉价格在本季度出现下滑，随着疫情放缓，生猪产能恢复，再加上夏季饮食清淡，猪肉市场进入消费淡季，而生猪产能依旧过剩，导致猪肉价格持续走低。另外，为保供稳价，今年上半年国家陆续出台了一系列政策，目前市场供应较为宽松，再加上今年夏粮丰收，预计下半年粮油价格将继续保持平稳态势。从长期来看物价稳定，有利于提升消费者购买外卖的需求，对美团的外卖业务绝对是个利好。不只是外卖业务，美团的到店酒店及旅","images":[{"img":"https://static.tigerbbs.com/0019670c920ccc0ddf3b38417f5858db","width":"865","height":"518"},{"img":"https://static.tigerbbs.com/184ea33c10982a503eebdbd3617186d6","width":"865","height":"542"},{"img":"https://static.tigerbbs.com/66c54735d650d5d04b19ed5b1099da1c","width":"865","height":"602"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811420349","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897349837,"gmtCreate":1628895159629,"gmtModify":1631891664044,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897349837","repostId":"2159905092","repostType":4,"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807674731,"gmtCreate":1628037076023,"gmtModify":1631891664050,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807674731","repostId":"2156121830","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692025728,"gmtCreate":1640796797359,"gmtModify":1640796797437,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692025728","repostId":"1139474006","repostType":4,"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857991320,"gmtCreate":1635500794818,"gmtModify":1635500794924,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[{"img":"https://static.tigerbbs.com/f38e592d6cd6b22053fe5d3f360d64ba","width":"828","height":"1472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857991320","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":161943914,"gmtCreate":1623902530238,"gmtModify":1631892024670,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161943914","repostId":"2144908711","repostType":4,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690153993,"gmtCreate":1639648651917,"gmtModify":1639648651917,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b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