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美团-W
100.300
+0.300
0.30%
手动刷新
成交量:
2,891.56万
成交额:
29.08亿
市值:
6,130.34亿
市盈率:
15.69
高:
102.500
开:
99.500
低:
99.500
收:
100.000
52周最高:
189.600
52周最低:
94.050
股本:
61.12亿
香港流通股本:
61.12亿
量比:
0.87
换手率:
0.47%
股息:
- -
股息率:
- -
每股收益(LYR):
6.391
净资产收益率:
17.12%
总资产收益率:
5.19%
市净率:
3.04
市盈率(LYR):
15.69
市销率:
1.56
数据加载中...
总览
公司
新闻资讯
公告
每日卖空追踪 | 美团-W 11月17日卖空量成交198.06万股,卖空比例为6.85%
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14:46","pubTimestamp":1763361966,"startTime":"0","endTime":"0","summary":"史家龙,野村中国互联网证券研究主管我们认为,中国互联网板块的市场关注点将继续集中在:一是头部互联网平台在人工智能(AI)领域的战略布局与资本投入;二是国内即时零售赛道的持续竞争态势。就即时零售领域的竞争而言,我们预计四季度行业竞争强度将趋于缓和,这有望缓解相关企业在第四季度及明年因即时零售业务扩张所造成的亏损压力。在线娱乐版块,尤其是网络游戏和在线音乐服务,仍具韧性——作为大众消费者负担得起的娱乐方式,在宏观环境偏弱的背景下仍有望保持稳健表现。相比之下,长视频业务因为继续受到用户持续向短视频和微短剧迁移的影响,可能继续跑输其他娱乐细分领域。(编辑:文静)关键字:","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=nesSN20251117145032a4a6f268&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, 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饿了么回应显淡定","url":"https://stock-news.laohu8.com/highlight/detail?id=2584612059","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584612059?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 14:27","pubTimestamp":1763360823,"startTime":"0","endTime":"0","summary":"据“庄帅零售电商频道”了解,此举是美团针对市场关于饿了么更名传闻发起的“致敬小蓝”营销活动。事实上,饿了么与美团长期处于竞争关系,并未“并肩”作战;而饿了么近期实际是品牌色“橙了”,并未“迷失”或退出市场。这场由美团发起的营销事件反而提升了公众对饿了么现状的认知,间接强化了饿了么与淘宝闪购在用户心智中的地位。早在2025年8月27日的二季度财报电话会上,美团管理层已预警三季度将因竞争加剧出现巨额亏损。","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=nesSN20251117143214976e3af9&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, 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股价跌破100港元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2584615113","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584615113?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 11:38","pubTimestamp":1763350681,"startTime":"0","endTime":"0","summary":"2025年11月17日临近午盘11时38分,美团-W股票出现异动,股价快速下跌0.10%。截至发稿,该股报99.900港元/股,成交量1460.58万股,换手率0.26%,振幅3.00%。资金方面,该股资金流入7.64449亿港元,流出6.16031亿港元。美团-W股票所在的线上零售商行业中,整体跌幅为0.22%。其相关个股中,中国育儿网络、友和集团、喆丽控股涨幅较大,振幅较大的相关个股有友和集团、ISP GLOBAL、喆丽控股,振幅分别为12.07%、8.79%、7.00%。新业务分部包括美团优选和小象超市等。","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=nesSN20251117113801a4a69c0e&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, 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10:55","pubTimestamp":1763348112,"startTime":"0","endTime":"0","summary":"11月14日,美团医药健康与顺丰速运在湖北鄂州达成战略合作,共同宣布美团医药电商航空物流中心开仓运营。该中心位于鄂州花湖国际机场,是行业首个与货运机场快递分拣“零距离”的医药仓,当天订单可零距离、零转运、零等待发送。它拥有独立航线网络和运力,不再依赖客运航班,可实现35城“次晨达”、318城“次日达”。","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=nesSN20251117112243a6fe50cc&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, 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09:43","pubTimestamp":1763343810,"startTime":"0","endTime":"0","summary":"中央银行承诺支持使用人民币贷款、熊猫债券、离岸人民币债券和贸易融资等多种融资产品,以帮助海外机构和企业更容易获得人民币。根据全球信息网络Swift发布的数据,9月份人民币在贸易融资市场中是全球第二常用的货币,结算额占总交易量的7.3%。","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=nesSN202511170944199508cc23&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, 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00:16","pubTimestamp":1763309811,"startTime":"0","endTime":"0","summary":"河南保税物流园区2025年跨境电商进出口额突破241亿元自10月9日电商大促启动以来,截至11月10日,园区已累计放行跨境电商进口单量超530万单,单日最高单量突破29万单。截至11月10日,河南保税物流园区2025年累计共完成跨境电商进出口额243.25亿元,同比增长23.50%;其中,进口114.74亿元,同比增长54.71%;出口128.51亿元,同比增长4.64%。","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=nesSN20251117002222a4a5b00e&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, 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20:05","pubTimestamp":1763294757,"startTime":"0","endTime":"0","summary":"主要观点:本周行情回顾从指数表现来看,本周,上证指数周涨跌幅为-0.18%,创业板指周涨跌幅为-3.01%,沪深300周涨跌幅为-1.08%,中证1000周涨跌幅为-0.52%,恒生科技周涨跌幅为-0.42%,纳斯达克指数周涨跌幅为-0.45%;从板块表现来看,传媒指数周涨跌幅为-1.44%,恒生互联网科技业周涨跌幅为-2.05%,中证海外中国互联网50指数周涨跌幅为-0.99%,人工智能指数周涨跌幅为-5.94%。0penAl发布GPT-5.1系列模型OpenAI于2025年11月正式发布了GPT-5.1。此次升级的核心是GPT-5.1Instant和GPT-5.1Thinking两大模型。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511162006129507cd0d&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, 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18:24","pubTimestamp":1763288653,"startTime":"0","endTime":"0","summary":"11月16日,北京青年报记者从美团了解到,2025年以来,全国洗浴服务交易订单量同比增长超30%,其中跨区域消费占比超3成,节假日异地用户环比翻倍增长。美团数据显示,今年1-9月,洗浴商家新店的平均交易额同比增长60%。美团数据显示,以2025年8月为例,“洗浴过夜”搜索量同比增长61%。美团发布的2026洗浴指南显示,沈阳、北京、上海三地上榜商家数位居前三。配备电竞区、K歌房、剧本杀等设施的洗浴中心,订单量增长显著。","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=nesSN20251116182650a4a52ed1&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, 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09:51","pubTimestamp":1763257860,"startTime":"0","endTime":"0","summary":"以“代理人战争”牵制对手主力在与美团的对峙中,饿了么扮演着“代理人”的角色,其核心任务是在即时零售的前线,以最小的代价牵制对手的主力部队。历史将会证明,饿了么品牌的离场,不会是淘宝闪购辉煌的开始,而恰恰是阿里在即时零售战场上失去最后战略腾挪空间、走向全面被动的转折点。放弃了饿了么,阿里不仅放弃了一个品牌,更可能放弃了未来十年在本地生活战场强大马前卒。","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=nesSN20251116100204a4a47b4b&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, 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游戏强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2583691166","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583691166?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"评论主要电商平台公布双11 战报,行业表现疲软。我们测算双11 期间电商支付GMV 同比增速在10-15%区间,慢于去年可比同期。我们预计4 季度主要电商平台的业绩或承压,主要系:1)国补影响逐步退坡后,此前受益于国补的平台压力较大,京东3 季度带电品类的收入同比增速已放缓;2)整体消费相对疲软。腾讯游戏表现强劲,AI 驱动广告和云计算增量;百度持续深化AI 应用,发布昆仑芯研发规划。","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=nesSN20251116172627a6fce039&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, 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00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"我们认为AI将持续驱动巨头提升变现水平。国内互联网巨头变现率较海外仍有明显差距。互联网巨头B端的变现方式主要为云计算,过去两年AI显著拉动海外巨头云业务的收入增长,且当前持续处于供不应求状态。过去两年OpenAI的技术领先差距逐步收敛,AI对于国内互联网巨头的业务应用阶段较海外有所落后。展望2026年,我们认为AI将继续加速港股互联网的主业发展,并且AI Agent与巨头生态的协同或将带来新的商业化机会。","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=nesSN20251116105131a6fc5d1f&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, 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线上实物零售增速放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=2583666302","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583666302?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"行业近况国家统计局近期公布2025 年10 月线上零售数据。线上实物商品销售增速放缓。2025 年10 月线上实物商品销售额同比提升4.9%至1.25 万亿元,较2025 年9 月的同比提升7.3%减速。尽管 10 月各平台已启动双 11 购物节促销,但受去年同期国补形成的高基数、今年国补政策退坡及消费情绪偏弱等因素影响,我们测算双11 期间电商大盘GMV 同比增速在10-15%区间,慢于去年可比同期。","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=nesSN20251116133129a4a4c574&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, 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游戏及互联网持仓提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2583664922","media":"长江证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583664922?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"2025Q3 传媒互联网板块基金持仓仍相对较低,但25Q3传媒板块受益于游戏等赛道行业景气度的提升,叠加新游的亮眼表现,2025Q3 传媒互联网板块基金持仓市值占比环比上涨0.53pct 至2.50%。从排名来看,传媒互联网排在长江一级32个行业中第11 位,较2025Q2 的第15 名有所提升。传媒互联网板块转为超配,2023Q2 以来首次高于行业标配比例。2025Q3 传媒板块内部配置分化,游戏、互联网持仓意愿提升传媒内部游戏、互联网等子板块持仓意愿边际提升。","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=nesSN20251116200129a4a55085&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, 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以即时零售与AI技术推动消费体验升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2583661946","media":"国盛证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583661946?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"即时零售增速翻倍成为新的增量,社区团购大幅下滑。分不同电商渠道看,根据星图数据显示,2025 年“双十一”购物节,综合电商销售总额为16191 亿元,同比增长12.3%;即时零售销售额为670 亿元,同比增长138.4%;社区团购销售额为90 亿元,同比增长-35.3%。AI 技术全链路深度赋能,提升消费者和商家和履约效率。","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=nesSN20251116185128a6fcfe51&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, 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迎收官:AI全域赋能 即时零售高速增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2583385669","media":"申万宏源研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583385669?lang=zh_cn&edition=fundamental","pubTime":"2025-11-16 00:00","pubTimestamp":1763222400,"startTime":"0","endTime":"0","summary":"据易观数字商业,2025 年双11 大促各大电商平台普遍提前开启时间,周期平均延长3 天,长周期常态化,模糊促销边界,挖掘消费潜力。AI 技术全面赋能,家电品类持续亮眼。投资分析意见:本次双11 大促平台普遍简化玩法,拉长周期,提升消费者体验,AI 技术全面赋能销售全链条,成为提升效率的核心引擎,即时零售表现突出,加速线上线下深度融合,双11 作为下半年提振消费的关键节点,促进平台和品牌实现新增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116164633a4a50a0a&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, 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