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港股
详情
本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
美团-W
130.100
-4.300
-3.20%
手动刷新
成交量:
5,078.09万
成交额:
66.69亿
市值:
7,949.11亿
市盈率:
20.33
高:
135.400
开:
134.400
低:
129.700
收:
134.400
数据加载中...
总览
公司
新闻
公告
美团:拼好饭正式启动“万家品牌”计划,为全国1万家知名餐饮品牌提供扶持
新浪科技
·
07-22
穿越股价波动“风”:徐彦二季度持仓新进美团、圆通速递,阿里、华域汽车出局
新浪基金
·
07-22
外卖大战,打入硬折扣超市
新熵
·
07-22
外卖市场回归多平台竞争时代:这次谁会是最终赢家?
划重点KeyPoints
·
07-22
浙商证券:即时零售万亿蓝海加速扩容 行业呈三足鼎立态势
智通财经网
·
07-22
美团快乐猴超市即将开业
联商网
·
07-22
每日卖空追踪 | 美团-WR 07月22日卖空量成交1.47万股,卖空比例为38.79%
市场透视
·
07-22
中证沪港深互联互通下游指数报4321.50点,前十大权重包含阿里巴巴-W等
金融界
·
07-22
杰富瑞:夏季竞争加剧 美团Q3支出或达峰值
格隆汇
·
07-22
中证香港100可选消费指数报1784.69点,前十大权重包含美团-W等
金融界
·
07-22
从管控成本转向经营价值,美团企业版SIMPLE模型辅助超万家企业提升精细化消费管理能力
市场资讯
·
07-22
港股期权|美团期权登顶成交量榜首;宁德时代认购期权成交量居前
老虎资讯综合
·
07-22
国信证券:即时零售远期市场空间广阔 看好美团-W(03690)等企业
智通财经
·
07-22
国信证券:即时零售市场空间突破3万亿 美团阿里竞争格局重塑
财中社
·
07-22
“顶风”补贴,外卖大战下平台“最后的挣扎”
钛媒体
·
07-22
美团落子线下零售,快乐猴叫阵盒马京东
蓝鲸财经
·
07-22
被约谈后,外卖战争的三个问题
蓝鲸财经
·
07-22
外卖大战:残暴的开始必将以残暴结束
蓝鲸财经
·
07-22
【券商聚焦】交银国际:即时零售补贴加大拖累短期利润 估值触底
金吾财讯
·
07-22
互联网电商利润全崩?7月互联网跟踪
知常容
·
07-22
更多
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19:14","pubTimestamp":1753182840,"startTime":"0","endTime":"0","summary":"新浪科技讯 7月22日晚间消息,美团官方发文表示,即日起,拼好饭正式启动“万家品牌”计划,将为全国1万家知名餐饮品牌提供流量倾斜、联合定制服务和品牌扶持等,共同服务好消费者。\n 据介绍,目前,入驻拼好饭的餐饮品牌已经超过5000个。截至2025年7月,全国已有超百万商家上线运营,拼好饭日订单量峰值超过3500万单。过去一年,知名品牌上线拼好饭运营的门店数量同比增长64%。拼好饭已成为过去5年行业增速最快的创新产品。(罗宁)\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:何俊熹","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tech/2025-07-22/doc-infhiywq3934747.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1583","LU1868837722.USD","IE00BF5LJ272.USD","LU0054450605.USD","LU0501845795.SGD","LU0348735423.USD","BK4122","LU0140636845.USD","03690","LU1282648689.USD","LU0048580855.USD","LU2242644610.SGD","LU0449509016.USD","LU0106252389.USD","LU0326950275.SGD","LU0700851271.USD","LU1770036033.HKD","LU0605514214.HKD","LU0828237510.HKD","LU1831875114.USD","LU1770034418.SGD","LU0593848301.USD","LU1808992512.USD","LU0594300419.USD","METmain","IE00BPRC5H50.USD","LU2097828805.USD","IE00B3M56506.USD","SG9999002828.SGD","LU0499858602.USD","LU0541501648.USD","LU1328277881.USD","HMTD.SI","LU0823039010.USD","LU0251144936.SGD","LU0577902611.USD","LU0320764599.SGD","LU2778985437.USD","LU1303224171.USD","LU2039709279.SGD","08496","LU0314109678.HKD","LU0561508036.HKD","LU0047713382.USD","LU0039217434.USD","LU2045819591.USD","BK1132","LU2097828714.EUR","MPNGY","IE00B543WZ88.USD"],"gpt_icon":0},{"id":"2553223230","title":"穿越股价波动“风”:徐彦二季度持仓新进美团、圆通速递,阿里、华域汽车出局","url":"https://stock-news.laohu8.com/highlight/detail?id=2553223230","media":"新浪基金","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553223230?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 18:08","pubTimestamp":1753178880,"startTime":"0","endTime":"0","summary":"专题:聚焦2025基金二季报:AI、医药、新消费… 随着基金二季报密集披露,百亿基金经理徐彦的调仓路径与市场观点浮出水面。截至二季度末,徐彦在管基金8只,总规模攀升至193.67亿元,较一季度末增长20.46亿元。二季度录得2.74%的涨幅。 从大成竞争优势持仓来看,徐彦组合结构在二季度出现明显变化:普洛药业、美团-W、圆通速递跻身前十大重仓、阿里巴巴-W、华域汽车退出核心持仓。 徐彦的季报如同一份坦诚的“规模扩张适应期”笔记。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/observe/2025-07-22/doc-infhiywn7138615.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["IE00B0JY6N72.USD","09988","LU1831875114.USD","LU1008478684.HKD","ALBmain","600741","LU0880133367.SGD","LU0577902611.USD","LU0067412154.USD","HMTD.SI","LU2097828805.USD","LU0577902298.EUR","IE00B29SXG58.USD","LU0320764599.SGD","LU1323998911.USD","LU0348735423.USD","BABA","LU0128522157.USD","LU1880383366.USD","LU0132412106.USD","LU0979878070.USD","MPNGY","LU0417516902.SGD","LU0577902371.SGD","LU0214875030.USD","LU1023057109.AUD","LU1303224171.USD","BK4554","03690","IE00BFMHRM44.USD","LU1188198961.HKD","SG9999000459.SGD","LU1046422090.SGD","BK1589","IE0008369823.USD","LU2152927971.USD","LU0054450605.USD","SG9999002828.SGD","LU1048596156.SGD","LU0173614495.USD","LU1823568750.SGD","LU1046421795.USD","METmain","600233","LU0143863784.USD","LU0499858602.USD","LU2488822045.USD","LU1328615791.USD","LU0348788117.USD","LU0594300179.USD"],"gpt_icon":1},{"id":"2553323298","title":"外卖大战,打入硬折扣超市","url":"https://stock-news.laohu8.com/highlight/detail?id=2553323298","media":"新熵","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553323298?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 17:55","pubTimestamp":1753178124,"startTime":"0","endTime":"0","summary":"大厂们外卖大战的背后,藏着即时零售更大的野心,扎根于线下社区里的硬折扣超市,将是不可或缺的一环。中国外卖市场在经历了早期的爆发式增长后,早已进入稳定发展期。事实上,淘宝与京东作为传统电商平台通过外卖大战扩大即时零售版图,不只是为了获取新的流量增量,更是为了防范美团这种即时零售电商,向传统电商的腹地侵入。折扣超市赛道在国内的快速崛起,还要追溯到疫情期间停滞的产销供应链。","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=nesSN20250722181153a45c148d&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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17:55","pubTimestamp":1753178121,"startTime":"0","endTime":"0","summary":"第二轮外卖大战由京东率先挑起,淘宝的跟进让这场“外卖三国杀”很快升级为中国互联网史上规模最大、补贴力度最凶猛的新一轮战争。战火在外卖行业点燃,但随着战局的深入,这场战争已经演变成一场围绕即时零售的错位竞争。在美团对外的表述中,外卖一直是一个苦生意。最终常年占据市场高达70%的市场份额。重点君在财报解读中也曾提到“市场完全低估了来自京东、淘宝的竞争”。对电商平台而言,GMV是生命线,流量是血液。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8lCS5aQWnRo","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":"fenghuang_stock","symbols":["LU0359201885.HKD","BK4503","LU1242518931.SGD","LU2226246903.HKD","LU0143863198.USD","LU2399975544.HKD","LU1808992512.USD","METmain","LU0979878070.USD","LU1102505762.USD","LU1720050803.USD","LU0651947912.USD","89618","LU0831103253.SGD","HMTD.SI","LU0588545490.SGD","LU0823426308.USD","IE00BPRC5H50.USD","LU0261950983.USD","ALBmain","IE00BF5LJ272.USD","09988","LU0173614495.USD","LU0456842615.SGD","LU0067412154.USD","LU0320764599.SGD","LU0417516571.SGD","BABA","LU0608807433.USD","LU2152927971.USD","SG9999001051.SGD","89988","LU1196710864.SGD","LU1242518857.USD","LU0672654166.SGD","LU1366334578.USD","BK4543","MPNGY","LU0229945570.USD","LU0862451753.SGD","LU1880398554.USD","IE0008368742.USD","BK4548","IE00BFMHRM44.USD","HBBD.SI","BK4505","03690","LU2097828805.USD"],"gpt_icon":1},{"id":"2553623155","title":"浙商证券:即时零售万亿蓝海加速扩容 行业呈三足鼎立态势","url":"https://stock-news.laohu8.com/highlight/detail?id=2553623155","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553623155?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 17:26","pubTimestamp":1753176372,"startTime":"0","endTime":"0","summary":"浙商证券主要观点如下:1、即时零售行业趋势:万亿蓝海线上零售高增长极,未来将与电商形成差异化价值而非取代,多平台加速入局未来有望共享行业扩容行业规模:线上零售新增长驱力,有望2030年突破2万亿元规模,约为电商规模的12%。目前消费群体年龄逐步均衡化,县域即时零售业态渗透加快、成为业态新增长极。2)京东到家:加码外卖有望带动即时零售业务增长。","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=nesSN20250722172834a45bf8c7&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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16:44","pubTimestamp":1753173890,"startTime":"0","endTime":"0","summary":"美团快乐猴超市杭州首店,大概率在9月中下旬开业。目前有关快乐猴超市,有媒体报道称,美团快乐猴在还没有一家店开业的情况下,已经计划要开1000家门店,不过这尚未得到美团方面的确认。如同现在,美团快乐猴超市,各方都说这是对标盒马NB的实体零售项目。","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=nesSN20250722235357a45cd45b&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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| 美团-WR 07月22日卖空量成交1.47万股,卖空比例为38.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553232350","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553232350?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 16:30","pubTimestamp":1753173043,"startTime":"0","endTime":"0","summary":"美团-WR北京时间07月22日,跌1.51%,卖空量成交1.47万股%,较上一交易日增加14.84%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=nesSN20250722172729a6ba77a1&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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15:48","pubTimestamp":1753170526,"startTime":"0","endTime":"0","summary":"金融界7月22日消息,上证指数高开高走,中证沪港深互联互通下游指数 报4321.50点。数据统计显示,中证沪港深互联互通下游指数近一个月上涨6.87%,近三个月上涨9.17%,年至今上涨14.41%。从中证沪港深互联互通下游指数持仓样本的行业来看,可选消费占比29.40%、通信服务占比19.90%、医药卫生占比18.44%、主要消费占比13.59%、信息技术占比11.57%、工业占比7.11%。当中证沪港深互联互通综合指数和中证沪港深500指数样本发生变动时,将进行相应调整。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250722155634954c91bb&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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美团Q3支出或达峰值","url":"https://stock-news.laohu8.com/highlight/detail?id=2553695280","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553695280?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 15:37","pubTimestamp":1753169840,"startTime":"0","endTime":"0","summary":"格隆汇7月22日|杰富瑞分析师在研报中指出,由于夏季外卖行业竞争通常更加激烈,美团(3690.HK)三季度支出可能达到峰值。分析师预计,美团二季度营收同比增长13%,即时配送订单量同比增长12%。就核心本地商业板块而言,杰富瑞预测2025年该板块营收将增长12%,但营业利润可能下滑约45%。分析师认为,凭借稳健的执行力和2025年的大规模投入,美团有望保持其在即时配送行业的领先地位。报告补充称,2025年美团、饿了么和京东的新增投入总额可能超过1000亿元。","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=nesSN2025072215382797b03aad&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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15:29","pubTimestamp":1753169392,"startTime":"0","endTime":"0","summary":"数据统计显示,中证香港100可选消费指数近一个月上涨5.81%,近三个月上涨6.21%,年至今上涨14.89%。从中证香港100可选消费指数持仓的市场板块来看,香港证券交易所占比100.00%。从中证香港100可选消费指数持仓样本的行业来看,零售业占比43.22%、消费者服务占比26.52%、乘用车及零部件占比18.06%、耐用消费品占比7.73%、纺织服装与珠宝占比4.47%。","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=nesSN2025072215334797b038c4&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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12:47","pubTimestamp":1753159620,"startTime":"0","endTime":"0","summary":"▲在第19届CFO大会上,美团企业版与《新理财》联合发布企业消费管理报告。调研数据显示,企业消费存在明显行业、地域、企业发展阶段、企业地理布局等差异。2020年,美团企业版正式对外提供服务,客户目前已超万家。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-07-22/doc-infhiiyz4820297.shtml","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":"sina","symbols":["LU1880383366.USD","LU0326950275.SGD","LU0359201612.USD","IE00BPRC5H50.USD","LU2097828714.EUR","LU0502904849.HKD","LU0605514214.HKD","LU0561508036.HKD","LU0633140560.USD","IE0034224299.USD","LU0359202008.SGD","LU1242518857.USD","LU0865486749.SGD","LU0499858438.USD","LU0348827113.USD","LU0672654166.SGD","LU0165289439.USD","LU2045819591.USD","MPNGY","LU2476274720.SGD","LU0823426308.USD","LU0307460666.USD","LU0823426480.USD","LU0181495838.USD","03690","LU2152927971.USD","IE00B031HY20.USD","LU1993786604.SGD","LU0683595622.HKD","LU0873338254.USD","LU2097828631.EUR","LU1102505929.USD","LU0417516902.SGD","LU0823040885.USD","LU0011963245.USD","LU1770036033.HKD","SG9999001903.USD","LU0449515922.USD","LU1105468828.SGD","HMTD.SI","BK1615","LU0051755006.USD","LU0106252389.USD","LU0244354667.USD","LU2488822045.USD","METmain","SG9999014674.SGD","LU1794554557.SGD","LU0029875118.USD","LU0164872284.USD"],"gpt_icon":1},{"id":"1179867768","title":"港股期权|美团期权登顶成交量榜首;宁德时代认购期权成交量居前","url":"https://stock-news.laohu8.com/highlight/detail?id=1179867768","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179867768?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 12:42","pubTimestamp":1753159321,"startTime":"0","endTime":"0","summary":"截止午间收盘,港股期权半日成交40.8万张,较前一交易日小幅上涨;其中, $美团$成交量居前,期权成交近6.5万张;$阿里巴巴$名列次席,期权成交超4.8万张;$腾讯控股$位居第三,期权成交超3万张。期权方面,美团半日期权成交近6.5万张,力压$阿里$、$腾讯$占据期权成交榜首位,其中认沽期权成交量居前。期权方面,$宁德时代$半日期权成交逾1.4万张,位列成交榜单第四名,其中认购期权成交量居前。","market":"hk","thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f934048bf2e0a2deb8c4308b1d286d35","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00700","03750","BK4614","03690","09988"],"gpt_icon":0},{"id":"2553286807","title":"国信证券:即时零售远期市场空间广阔 看好美团-W(03690)等企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2553286807","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553286807?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 11:17","pubTimestamp":1753154224,"startTime":"0","endTime":"0","summary":"美团-W在组织能力的沉淀、用户精细化运营、供给的闪电仓覆盖数量以及自营业务的规模、配送效率上优势明显,该行看好美团未来在即时零售市场中能够继续保持领先地位。该行测算即时零售远期市场空间有望突破3万亿元,并可能导致部分电商平台增速放缓甚至陷入负增长区间,因此目前各大电商平台均在积极推进即时零售领域布局。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1320414.html","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":"stock_zhitongcaijing","symbols":["HMTD.SI","LU0588545904.SGD","LU0823041008.USD","LU0049853897.USD","LU0320764599.SGD","LU0819123356.HKD","002736","LU0828237940.HKD","LU1719994722.HKD","BK4209","LU0149721374.USD","LU2778985437.USD","LU0871576103.HKD","LU0261950983.USD","LU0143863784.USD","LU0540923850.HKD","LU1188198961.HKD","IE00B0JY6N72.USD","LU0823038988.USD","LU2476274720.SGD","LU0348814723.USD","LU0048580855.USD","MPNGY","LU0132412106.USD","LU0287142896.SGD","LU0502904849.HKD","03690","LU0449509016.USD","LU2257852520.SGD","LU0348816934.USD","LU0417516902.SGD","METmain","LU0269904917.USD","LU0633140560.USD","LU2242644610.SGD","LU0868486357.SGD","LU0039217434.USD","IE00B29SXG58.USD","LU0051755006.USD","LU0345775950.USD","LU1770036033.HKD","LU2097828714.EUR","LU0633140727.USD","LU0979878070.USD","LU1102505762.USD","LU0431992006.USD","BK1233","LU0345776255.USD","LU0359201612.USD","LU0456846285.SGD"],"gpt_icon":1},{"id":"2553728504","title":"国信证券:即时零售市场空间突破3万亿 美团阿里竞争格局重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2553728504","media":"财中社","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553728504?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 11:11","pubTimestamp":1753153917,"startTime":"0","endTime":"0","summary":"7月22日,国信证券发表研究报告称:即时零售市场空间突破3万亿,美团阿里竞争格局重塑。研究报告预测即时零售远期市场空间有望突破3万亿元,并可能导致部分电商平台增速放缓甚至陷入负增长区间,因此目前各大电商平台均在积极推进即时零售领域布局。因此,美团与阿里巴巴在当前及未来仍将是市场核心参与者。报告从组织、用户、供给、履约维度分析即时零售竞争格局。","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=nesSN2025072211121197afdcdc&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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11:07","pubTimestamp":1753153646,"startTime":"0","endTime":"0","summary":"补贴力度恐怖到,相当于1.9元下单奶茶,返现金2元,平台还要倒贴1毛。在京东外卖“外卖百亿补贴”中,一种是“百补新客券”,另一种是“百亿餐补券”。对商家而言,由外卖大战引发的各种畸形问题也能告一段落。阿里为此次大战已投入500亿补贴,京东早早宣布百亿补贴,美团近几周持续发力减免补贴。烧钱游戏在做“最后的挣扎”后,补贴仍然会存在,但","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8lC033nIw5p","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"“顶风”补贴,外卖大战下平台“最后的挣扎”","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0572944931.SGD","LU1102505929.USD","BK4535","BK4554","LU0823413660.USD","09618","HK0000306701.USD","LU0499858438.USD","IE00B19Z3B42.SGD","LU0572940350.SGD","89988","IE0008368742.USD","BK4526","LU1048596156.SGD","LU1282649141.HKD","LU1813983027.USD","METmain","BK1586","ALBmain","09988","LU0054237671.USD","IE00BF5LJ272.USD","LU0455707207.USD","LU2488822045.USD","BABA","BK4607","MPNGY","LU0791590937.USD","HBBD.SI","LU2237443895.HKD","89618","LU0823038988.USD","LU0828238088.HKD","IE00B29SXG58.USD","LU1880383440.USD","LU0648000940.SGD","BK1589","IE00B0169N27.USD","LU0320764243.SGD","LU0823426308.USD","LU0327786744.USD","03690","LU0359201612.USD","BK4575","LU0577902298.EUR","HMTD.SI","LU1868837300.USD","SG9999001051.SGD","LU1668664300.SGD","JD"],"gpt_icon":0},{"id":"2553528564","title":"美团落子线下零售,快乐猴叫阵盒马京东","url":"https://stock-news.laohu8.com/highlight/detail?id=2553528564","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553528564?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 10:45","pubTimestamp":1753152301,"startTime":"0","endTime":"0","summary":"用外卖引流为即时零售铺路已经不是什么商业机密,但拉通对比美团阿里京东的即时零售业务布局,会看到阿里有盒马、京东有七鲜,只有美团在线下自营商超这一项是相对缺位的。《零售商业财经》报道,小象生鲜正式关停五年后,美团旗下硬折扣超市项目“快乐猴”将于今年 8 月底正式开业,首批试点在北京和杭州,未来计划全国铺开。《新立场》了解到,美团快乐猴超市生鲜采购负责人近期接洽的供应商中,不乏盒马与京东七鲜的合作对象。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1752843686757268671","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":"lanjinger_stock","symbols":["LU0797268264.HKD","BK4503","LU1770034418.SGD","LU1868838027.USD","LU2087589342.USD","LU1675838814.USD","LU1720050803.USD","LU0823038988.USD","LU1224709979.USD","HMTD.SI","LU1282649810.SGD","LU2097828805.USD","BK4505","LU0577902298.EUR","LU0348805143.USD","BK4122","LU0047713382.USD","LU0588546209.SGD","MPNGY","LU0307460666.USD","LU2242644610.SGD","LU0132412106.USD","LU0449515922.USD","LU0873338254.USD","BK1233","LU0417516738.SGD","LU0231483743.USD","IE0034224299.USD","LU0823039010.USD","03690","LU0791590937.USD","LU0261950983.USD","LU0823041008.USD","LU0856984785.SGD","LU0359201885.HKD","LU2097828474.EUR","METmain","LU0149721374.USD","BK4504","LU0499858602.USD","LU0605514214.HKD","LU0048580855.USD","LU0577902454.USD","LU0577902538.SGD","LU1224444064.USD","89618","LU1366334651.USD","LU0244354667.USD"],"gpt_icon":1},{"id":"2553285649","title":"被约谈后,外卖战争的三个问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2553285649","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553285649?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 10:44","pubTimestamp":1753152282,"startTime":"0","endTime":"0","summary":"五月份的时候,市场监管总局等五部门已经约谈过外卖平台企业。而在时间曲线上,政府部门介入过后,恰恰是外卖平台迅速加大补贴金额订单猛增的“内卷发力期”。我的看法恰恰与此相反,我认为淘宝闪购将成为这次约谈竞争降温的最大受益者。有补贴允许补贴,京东外卖还能依靠补贴维持有限的单量。所以,美团在外卖市场占据着毫无疑问的强势的市场主体地位。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1752855713072464405","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":"lanjinger_stock","symbols":["LU1235294995.USD","89618","LU0791590937.USD","BK1233","LU2097828805.USD","LU0605514214.HKD","LU2097828474.EUR","LU0048580855.USD","BK4505","LU0588546209.SGD","89988","LU0231483743.USD","LU0823041008.USD","03690","LU0307460666.USD","LU0229945570.USD","LU0052756011.USD","ALBmain","LU0132412106.USD","LU2087589342.USD","LU1675838814.USD","09988","LU2242644610.SGD","LU0149721374.USD","LU1720050803.USD","LU1282649810.SGD","LU0873338254.USD","LU1267930227.SGD","LU0577902298.EUR","BK4503","BABA","LU0348805143.USD","BK4504","IE0034224299.USD","LU1224709979.USD","BK4502","LU0797268264.HKD","LU1770034418.SGD","SG9999004220.SGD","METmain","LU0449515922.USD","HBBD.SI","MPNGY","LU1224444064.USD","HMTD.SI","LU0396098781.USD","LU0856984785.SGD","LU0577902538.SGD"],"gpt_icon":1},{"id":"2553285374","title":"外卖大战:残暴的开始必将以残暴结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2553285374","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553285374?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 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季度即时零售平台加大补贴力度,日单持续突破。4)预计2025年美团即时零售运营利润同比稳定,单均UE1元,公司整体利润受益于优选减亏策略下调幅度略低,较该机构此前预期下调17%至435亿元。美团仍是即时零售行业领先平台,短期受到利润下调影响,股价或持续波动,但现价对应股价已接近底部区间,在利润调整触底、利润修复后,估值或有上调机会。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962636","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":null,"symbols":["IE00B0169N27.USD","LU1251922891.USD","LU1366334578.USD","LU0326948709.USD","89618","09618","LU1282651048.USD","LU2357305700.SGD","LU0823039010.USD","LU2045819591.USD","BK1147","METmain","LU1880383440.USD","BABA","ALBmain","LU0516423091.SGD","IE0008369823.USD","LU0348788117.USD","LU0871576103.HKD","LU1051768304.USD","BK1591","09988","LU0918141705.HKD","BK1584","LU0251144936.SGD","HBBD.SI","89988","LU0348784397.USD","HMTD.SI","LU1366334651.USD","LU1868837565.USD","03329","LU0359201885.HKD","LU0651947912.USD","LU0823397285.USD","LU0509642566.USD","MPNGY","LU0633140727.USD","LU0651946864.USD","JD","LU0672654166.SGD","LU1282649067.USD","03690","LU1211504680.USD","LU1808992512.USD","LU0417516738.SGD","LU0880133367.SGD","LU0594300419.USD","IE00BZ08YS42.EUR","SG9999014674.SGD"],"gpt_icon":1},{"id":"2553210402","title":"互联网电商利润全崩?7月互联网跟踪","url":"https://stock-news.laohu8.com/highlight/detail?id=2553210402","media":"知常容","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553210402?lang=zh_cn&edition=fundamental","pubTime":"2025-07-22 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