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美股
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拼多多
118.36
+0.1450
0.12%
成交量:
307.72万
成交额:
3.62亿
市值:
1,680.22亿
市盈率:
12.82
高:
118.43
开:
116.66
低:
116.51
收:
118.21
数据加载中...
总览
公司
新闻
公告
拼多多7月14日成交额为7.04亿美元
市场透视
·
07-15
拼多多概念盘中跳水,海程邦达平盘
市场透视
·
07-14
拼多多“终结”社区团购?
中国经营网
·
07-12
2025电商消费新生态研讨会召开,专家“把脉开方”,千亿扶持
市场资讯
·
07-11
拼多多7月10日成交额为3.62亿美元
市场透视
·
07-11
2025Q1拼多多新增年活跃买家260万,用户日均使用时长降12%
瑞财经
·
07-10
拼多多7月9日成交额为4.69亿美元
市场透视
·
07-10
国内电商平台分析:拼多多,到底和淘宝、京东有什么不同?
透镜公司研究
·
07-10
拼多多7月8日成交额为5.65亿美元
市场透视
·
07-09
小红书迎来资本市场上市并购经验丰富的法律大咖武玉挺,曾服务拼多多、B站和贝壳上市
Ofweek维科网
·
07-09
拼多多盘中异动 快速拉升3.28%报108.70美元
市场透视
·
07-08
与香港顺丰终止合作、净利润腰斩,强敌环伺下拼多多的增长困局能否扭转?
市场资讯
·
07-08
拼多多商家探厂背后:千亿扶持下的产业新生
赛迪网
·
07-08
全站推广:不是流量平权,而是流量集权
蓝鲸财经
·
07-08
高盛深度解读:中国“超级应用”争夺战升级,外卖与即时零售重构万亿赛道
老虎资讯综合
·
07-08
拼多多7月7日成交额为5.47亿美元
市场透视
·
07-08
拼多多100w+爆款,揭开了行业的价格迷雾
市场资讯
·
07-08
高盛推演外卖大战三种终局:9月或见拐点 拼多多成“捡漏王”
快科技
·
07-07
从无班可接到年销千万,95后厂二代在拼多多重塑义乌小商品产业
市场资讯
·
07-07
从拼多多、中际旭创到禾赛,穿越周期的科技投资先行者
投中网
·
07-07
更多
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12:53","pubTimestamp":1752555208,"startTime":"0","endTime":"0","summary":"美东时间2025年7月14日,拼多多成交额为7.04亿美元,成交额较昨日增加45.40%,当日成交量为684.22万股。拼多多于2025年7月14日跌2.38%,报102.41美元,该股过去5个交易日跌2.7%,年初至今涨5.59%,过去60日涨8.87%。其主要业务是中国的社交商务平台拼多多和全球电子商务市场 Temu。拼多多在中国也有社区团购业务。拼多多建立了一个由采购、物流和配送能力组成的网络,以支持其基础业务。","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=nesSN20250715125335a44b6bb5&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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10:49","pubTimestamp":1752461387,"startTime":"0","endTime":"0","summary":"07月14日,拼多多概念盘中跳水,截至10点49分,拼多多概念整体指数下跌1.03%,报1140.010点。从个股上来看,该概念的成分股中,海程邦达平盘,万隆光电跌幅居前。从资金上来看,截止发稿,拼多多概念概念主力净流入为-1.99亿,其中中恒电气受到资金热捧,主力净流入4252.66万;拉长时间线来看,该板块近20日主力资金净流入-38.20亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","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=nesSN20250714104947a6a7a5d0&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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04:15","pubTimestamp":1752264900,"startTime":"0","endTime":"0","summary":"近日,美团优选突然在福建、湖北、云南、四川、北京等地停运,拼多多成为社区团购“笑到最后”的人。现如今,巨头逐步退出,在美团优选之前,淘菜菜已于2025年3月宣布退出社区团购业务。公开资料显示,2023年美团和拼多多合计占据社区团购市场65%份额,呈现两强格局。王鹏认为,一方面,多多买菜试点“送货上门”,标志社区团购向“即时达”转型,满足一线城市便利性需求。","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=nesSN2025071204244597a2b917&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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13:08","pubTimestamp":1752210480,"startTime":"0","endTime":"0","summary":"站在2025下半年的起点回看国内电商行业,“618”大促早已结束,但留给行业的追问却依然亟待解答。6月25日,“2025电商消费新生态:高质量发展路径探索”研讨会在上海举办。电商西进让甘肃牧区消费者也买到热带水果。公开数据显示,2024年,全国社会消费品零售总额同比增长3.5%,西藏、宁夏、内蒙古、甘肃等省份均超过全国平均水平。生态赋能,应是2025年电商的方向本质上,电商的高质量发展便是达成消费者、商家及平台的共赢。","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://finance.sina.com.cn/stock/t/2025-07-11/doc-inffamtt9459254.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":["LU0572944931.SGD","BK4535","BK4501","LU0823413660.USD","LU0140636845.USD","PDD","LU0561508036.HKD","LU0370786039.SGD","BK4585","LU0048580855.USD","LU1720050803.USD","LU2399975544.HKD","LU0516422952.EUR","LU1868837565.USD","BK4509","LU0516422440.USD","BK4526","LU0143863198.USD","LU0979878070.USD","BK4505","BK4122","HK0000320223.HKD","LU1242518857.USD","LU0633140560.USD","LU0456827905.SGD","LU0737861772.HKD","LU0348825331.USD","LU0823038988.USD","LU1023057109.AUD","SG9999002562.SGD","LU1956131251.USD","BK4531","LU0329678170.USD","LU2264538146.SGD","LU0878005551.USD","LU0588546209.SGD","LU0417516902.SGD","LU0823397285.USD","LU0359201612.USD","LU0708995583.HKD","LU0051755006.USD","LU0823426480.USD","LU1961090484.USD","BK4504","LU0605514214.HKD","LU0328353924.USD","BK4588","LU1770034418.SGD","HK0000320264.USD","LU1064131342.USD"],"gpt_icon":1},{"id":"2550600884","title":"拼多多7月10日成交额为3.62亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2550600884","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550600884?lang=zh_cn&edition=fundamental","pubTime":"2025-07-11 12:55","pubTimestamp":1752209714,"startTime":"0","endTime":"0","summary":"美东时间2025年7月10日,拼多多成交额为3.62亿美元,成交额较昨日减少22.78%,当日成交量为344.85万股。拼多多于2025年7月10日跌0.03%,报104.97美元,该股过去5个交易日涨0.96%,年初至今涨8.23%,过去60日涨15.99%。其主要业务是中国的社交商务平台拼多多和全球电子商务市场 Temu。拼多多在中国也有社区团购业务。拼多多建立了一个由采购、物流和配送能力组成的网络,以支持其基础业务。","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=nesSN20250711125515a443f3e8&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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18:10","pubTimestamp":1752142237,"startTime":"0","endTime":"0","summary":"据披露,2025年一季度,拼多多新增年活跃买家260万,环比增长仅0.3%创历史新低。据QuestMobile数据,2025年第一季度拼多多用户日均使用时长同比下降12%,而抖音电商用户时长同比增长28%。在此背景下,提升复购率和客单价成为必然选择。","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=nesSN20250710181044953d4ff8&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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11:45","pubTimestamp":1752119149,"startTime":"0","endTime":"0","summary":"三个电商平台,三种方向的探索。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710115724a6a0b396&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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Temu。拼多多在中国也有社区团购业务。拼多多建立了一个由采购、物流和配送能力组成的网络,以支持其基础业务。","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=nesSN20250709125157a69e91b1&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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10:02","pubTimestamp":1752026574,"startTime":"0","endTime":"0","summary":"武玉挺告别世达,牵手小红书,大厂与顶级律师的新故事开场,小红书上市快了吗?其主要业务聚焦公司资本市场、私募投融资、跨境并购、上市公司合规等。客户涵盖众多中国新经济公司,在资本市场领域,主导完成了拼多多、贝壳找房、哔哩哔哩等知名企业的美港上市及后续融资项目。武玉挺加入规模巨大、如日中天的小红书,两者将在这一关键节点摩擦出怎样的火花,以及后续资本市场的详细操作,无疑让人充满期待。","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=nesSN20250709100316953b920d&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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快速拉升3.28%报108.70美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2549283695","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549283695?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 21:31","pubTimestamp":1751981494,"startTime":"0","endTime":"0","summary":"北京时间2025年07月08日21时31分,拼多多股票出现波动,股价快速上涨3.28%。截至发稿,该股报108.70美元/股,成交量31.6362万股,换手率0.02%,振幅1.43%。最近的财报数据显示,该股实现营业收入131.48亿美元,净利润20.26亿美元,每股收益1.46美元,毛利75.21亿美元,市盈率11.70倍。拼多多股票所在的互联网零售行业中,整体涨幅为0.05%。其主要业务是中国的社交商务平台拼多多和全球电子商务市场 Temu。拼多多在中国也有社区团购业务。","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=nesSN20250708213139a43e30ed&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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17:22","pubTimestamp":1751966520,"startTime":"0","endTime":"0","summary":" 7月2日凌晨,香港顺丰正式确认已于6月30日终止与拼多多合作,拼多多官方客服随即向用户发出通知,其与香港地区的集运物流服务合同已经到期,不再续约。 该消息让拼多多又一次成为了市场焦点,纷纷猜测拼多多此次与顺丰“分手”是否会对其经营造成不利影响。财报发布后,拼多多股价单日暴跌超14%。 从表面数据看,拼多多仍在增长。但深入分析财务指标,其增长动力已明显减弱。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2025-07-08/doc-infeufeh3300689.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":["002352","PDD"],"gpt_icon":1},{"id":"2549682515","title":"拼多多商家探厂背后:千亿扶持下的产业新生","url":"https://stock-news.laohu8.com/highlight/detail?id=2549682515","media":"赛迪网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549682515?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 15:21","pubTimestamp":1751959277,"startTime":"0","endTime":"0","summary":"这组看似矛盾的数据背后,是“百亿减免”与“千亿扶持”的连环政策落地。2024年第三季度以来,拼多多全面深化高质量发展战略,先后落地了“百亿减免”“电商西进”“新质商家扶持计划”“千亿扶持”等系列举措。","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=nesSN20250708153355a43d7709&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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14:37","pubTimestamp":1751956622,"startTime":"0","endTime":"0","summary":"全站推广的新模式,颠覆了上述传统,重构了流量采买的生意机制。相较于此前的CPX,全站推广并不对流量做付费或者免费的区分,平台会把全域范围内所有的成交都纳入效果计算。流量是电商的命脉,是最宝贵的资源,当资源愈加稀缺,收紧对资源的掌控力度是自然归宿,全站推广的本质就是流量集权。我们在上文已经讨论过,全站推广实质是流量集权。","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/1751898615129191341","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":["LU0307460666.USD","BK4538","BK4554","LU1981816686.USD","LU0823039010.USD","09618","PDD","LU0651947912.USD","IE00B0JY6N72.USD","HK0000306701.USD","LU0315179316.USD","LU0531971595.HKD","LU1868837565.USD","LU1046422090.SGD","LU1048596156.SGD","LU0143863198.USD","LU0594300179.USD","LU0348788117.USD","LU0231483743.USD","LU1808992512.USD","LU0880133367.SGD","LU0633140727.USD","ALBmain","LU0359202008.SGD","09988","LU0823413587.USD","BABA","IE00BGV7N243.SGD","LU0329678337.USD","LU1515016050.SGD","LU0143863784.USD","LU1769817096.USD","LU0589944569.HKD","LU0348816934.USD","LU1242518931.SGD","BK4531","LU2264538146.SGD","LU1880383440.USD","LU1688375341.USD","LU0588546209.SGD","BK4220","LU0072462343.USD","LU1988902786.USD","LU1046421795.USD","BK4504","LU1235295612.USD","LU0605514214.HKD","LU0328353924.USD","JD","LU1064131342.USD"],"gpt_icon":1},{"id":"1111180479","title":"高盛深度解读:中国“超级应用”争夺战升级,外卖与即时零售重构万亿赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=1111180479","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111180479?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 13:13","pubTimestamp":1751951605,"startTime":"0","endTime":"0","summary":"核心结论与市场亮点中国电商平台与本地生活服务巨头$美团$在外卖和即时零售领域的竞争已进入白热化阶段。根据$高盛$最新研究报告,这场\"超级应用\"之争呈现出三大关键趋势:市场规模加速扩张:预计到2030年,中国外卖和即时零售市场规模将分别达到2.4万亿元和1.5万亿元,年复合增长率分别为9%和18%。报告显示,中国互联网竞争已进入新阶段,从单一业务较量升级为生态体系与用户时长的全面争夺。","market":"us","thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237443622.USD","BABA","LU0061475181.USD","PDD","IE00BFXG1179.USD","LU2237443978.SGD","IE0004086264.USD","BK4516","BK4550","LU1868837136.USD","09618","IE00B19Z3581.USD","BK4552","LU1868836757.USD","LU2471134952.CNY","LU0106831901.USD","BK4588","03690","BK4504","JD","LU1868836591.USD","LU1668664300.SGD","IE0004091025.USD","LU1868836914.USD"],"gpt_icon":1},{"id":"2549369591","title":"拼多多7月7日成交额为5.47亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2549369591","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549369591?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 12:45","pubTimestamp":1751949912,"startTime":"0","endTime":"0","summary":"美东时间2025年7月7日,拼多多成交额为5.47亿美元,成交额较昨日增加92.45%,当日成交量为521.63万股。拼多多于2025年7月7日涨1.6%,报105.25美元,该股过去5个交易日涨0.1%,年初至今涨8.52%,过去60日涨11.99%。其主要业务是中国的社交商务平台拼多多和全球电子商务市场 Temu。拼多多在中国也有社区团购业务。拼多多建立了一个由采购、物流和配送能力组成的网络,以支持其基础业务。","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=nesSN20250708124520a43d343b&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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11:50","pubTimestamp":1751946600,"startTime":"0","endTime":"0","summary":"拼多多把商品的真实价格,摊开在阳光下。今年夏天,拼多多一堆几十元的防晒衣猛烈出货,销量动辄10万+甚至100万+。拼多多等平台推动下的供给侧变革,正在加速这一趋势。拼多多动辄销量十万、百万的爆款产品,不少都是在县域甚至乡村工厂生产而成。例如一家拼多多上的花店花颜悦色,10支橙芭比售价仅10.99元,与云南斗南的批发价格相差无几。","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://finance.sina.com.cn/stock/t/2025-07-08/doc-infetqhq3571893.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":["LU0307460666.USD","LU0516422366.SGD","BK4535","BK4501","LU0823039010.USD","LU0140636845.USD","PDD","BK4585","LU0039217434.USD","LU0048580855.USD","LU1769817179.HKD","LU1046422090.SGD","LU1048596156.SGD","LU0594300179.USD","LU0348788117.USD","LU0231483743.USD","LU1048588211.SGD","BK4553","LU0633140727.USD","LU2242644610.SGD","HK0000306685.HKD","LU0359201885.HKD","LU0052750758.USD","LU0359202008.SGD","LU0455707207.USD","SG9999002463.SGD","IE0034224299.USD","LU0329678337.USD","LU0143863784.USD","LU1242518857.USD","LU1769817096.USD","BK4503","LU0650527681.SGD","LU1880383366.USD","BK4558","LU0049112450.USD","LU0516423091.SGD","LU0329678170.USD","LU0878005551.USD","LU2087589342.USD","LU0417516902.SGD","LU1868838027.USD","LU1961090484.USD","BK4504","LU1235295612.USD","LU0328353924.USD","BK4588","LU1770034418.SGD","HK0000320264.USD","LU1064131342.USD"],"gpt_icon":1},{"id":"2549539220","title":"高盛推演外卖大战三种终局:9月或见拐点 拼多多成“捡漏王”","url":"https://stock-news.laohu8.com/highlight/detail?id=2549539220","media":"快科技","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549539220?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 19:05","pubTimestamp":1751886300,"startTime":"0","endTime":"0","summary":"快科技7月7日消息,7月5日晚间,阿里、美团上演了外卖大战!高盛最新报告指出,此轮价格战将持续更长时间,预计今年9月达到峰值,下半年出现拐点。报告预警三大巨头短期盈利承压:基准情形下,阿里外卖业务未来12个月将亏损410亿元,京东亏损260亿元,美团EBIT利润将下降250亿元。报告推演了三种竞争情景:情形一假设美团成功捍卫市场份额领先地位。它判断,外卖投资亏损有望在12个月内见顶,为下半年股价拐点创造条件。","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=nesSN20250707190838979cf426&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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