美股详情

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美团ADR

32.44

+0.70002.21%

成交量：24.29万

成交额：784.19万

市值：987.03亿

市盈率：20.92

高：32.48

开：31.80

低：31.80

收：31.74

数据加载中...

总览公司新闻公告

外卖大战日单量冲击2亿单美团淘天京东谁胜出

阿里加码外卖大战，美团的“围城”时刻

第三次外卖大战！淘宝闪购冲锋，美团守擂，京东旁观，即时零售格局再变

红星资本局

外卖混战升级：淘宝投入资源比肩双 11，美团第一次全面反击

BiyaPay分析师：外卖大战引爆茶饮股，BiyaPay支持用户使用USDT交易港股标的

美团1.2亿单 VS 淘宝8000万单！奶茶“爆单”，骑手“崩溃”，即时零售高温下开战……

国际金融报

美团和淘宝闪购的一次正面较量，复盘周末外卖补贴战

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”

外卖平台烧钱大战引爆港股茶饮股，阿里美团股价承压

TradingKey中文

恒生科技指数涨0.25%。茶饮股大涨茶百道涨约11%古茗涨约6%沪上阿姨涨约6%蜜雪集团涨约6%。奶粉股下跌中国飞鹤跌约

大行评级丨交银国际：维持美团买入评级，目标价165港元

【交银国际：维持美团买入评级给予目标价165港元】交银国际就美团-W(03690.HK)发布研报称，该公司7月因行业补贴战单日峰值超1.2亿，预计3季度日单均值约7500万，同比增速11-12%。预计3季度补贴战虽会导致CLC(核心本地商业)利润降9%，但长期来看，美团仍在行业中具有领先优势，有较大概率维持市场占有率，仍具有运营利润持平可能性。维持美团“买入”评级，给予目标价165港元。

阿里美团补贴大战，这剧本我见过……

厮杀万亿级市场，阿里京东美团短兵相接

一秒直线拉20CM涨停！阿里美团“烧钱大战”引爆新茶饮供应链狂欢，港股新茶饮同步集体飙涨

港股午间收盘恒生指数跌0.45%恒生科技指数跌0.15%。美团跌超2%。港股茶饮股早盘活跃茶百道涨超13%古茗涨超7%。

阿里大战美团，股价双双低开！美团一度跌超4%，创去年9月以来新低

AH股震荡下跌！创业板跌1%，稳定币概念活跃，恒科指跌1%，阿里京东美团齐跌，国债上涨，商品下跌

华尔街见闻

美团即时零售日订单突破1.2亿单；云海肴CEO就字节跳动新加坡食物中毒事件认罪 | 一周未来商业

每日经济新闻

美团创下单日即时零售纪录超1.2亿单

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22:15","pubTimestamp":1751897700,"startTime":"0","endTime":"0","summary":"7月5日深夜，美团发布战报称，美团外卖联合美团闪购的战报显示，截至22时54分，美团即时零售当日订单已经突破了1.2亿单，其中，餐饮订单已超过1亿单。剑指外卖，意在同城短短4个月，美团一直承受着京东和淘天的凶猛进攻。\"可见京东和淘天正以补贴大战轮番消耗美团。\"当前外卖平台的补贴大战和即时零售抢夺战，本质是巨头对高频流量入口和万亿即时零售市场的战略争夺。","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/2025-07-07/doc-infeshny9472000.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":["LU2399975544.HKD","LU0320764599.SGD","MPNGY","LU0856984785.SGD","BK4509","BK1591","LU2226246903.HKD","LU1224444064.USD","BK4614","LU0502904849.HKD","LU0540923850.HKD","89618","LU0633140560.USD","LU1993786604.SGD","JD","LU2476274308.USD","LU1008478684.HKD","BK1249","METmain","09618","LU2045819591.USD","IE00BPRC5H50.USD","LU0140636845.USD","LU1831875114.USD","LU0499858438.USD","BK4588","LU0052750758.USD","BK1521","LU0737861699.HKD","LU1807302812.USD","LU1813983027.USD","LU0072913022.USD","IE00B5MMRT66.SGD","LU0348827113.USD","LU0823039010.USD","LU0307460666.USD","LU0259732245.USD","LU1642822792.SGD","IE0032431581.USD","LU0345775950.USD","LU0320764755.SGD","LU0683595622.HKD","HMTD.SI","LU1282649810.SGD","LU1719994722.HKD","HK0000320223.HKD","03690","LU0823426308.USD","LU2039709279.SGD","LU1048596156.SGD"],"gpt_icon":1},{"id":"2549103558","title":"阿里加码外卖大战，美团的“围城”时刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2549103558","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549103558?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 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11，美团第一次全面反击","url":"https://stock-news.laohu8.com/highlight/detail?id=2549377575","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549377575?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 20:39","pubTimestamp":1751891940,"startTime":"0","endTime":"0","summary":"　　外卖市场单日订单规模达到 2 亿量级。　　7 月 5 日，周六，阿里内部代号 “淮海战役” 的百日闪购增长计划迎来第一个冲单日，内部预期单量站上 7000 万单。淘宝天猫的市场团队拿出比肩双 11 的预算和阵仗，把各大应用开屏刷成了橙色。但临近下午，他和全国其他美团一线经营人员突然接到通知，当天要放开限制，全力补贴、极尽所能跟进淘宝闪购的补贴战，冲高单量。","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/chanjing/cyxw/2025-07-07/doc-infeshpe4149198.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":["BK4209","BABA","LU0052750758.USD","IE00B5MMRT66.SGD","09988","LU1328277881.USD","LU0898667661.SGD","BK4585","LU0918141887.USD","LU0348816934.USD","METmain","HBBD.SI","LU0611395673.USD","LU0326950275.SGD","LU1044876610.USD","LU0499858602.USD","LU0823413587.USD","LU1282648689.USD","LU0531971595.HKD","LU0823426308.USD","BK4579","LU0501845795.SGD","LU0651947912.USD","89988","BK4558","LU0067412154.USD","LU1282649141.HKD","03690","HMTD.SI","SG9999000459.SGD","LU1235294995.USD","LU0862451753.SGD","LU1188198961.HKD","LU0315178854.USD","LU1328615791.USD","LU0648000940.SGD","LU1956131251.USD","LU0488056044.USD","LU0181495838.USD","LU2097828631.EUR","BK4533","ALBmain","LU0251143458.SGD","LU2257852520.SGD","BK4526","MPNGY","BK4614","LU1548497426.USD","LU2778985437.USD","LU0650527681.SGD"],"gpt_icon":1},{"id":"2549532559","title":"BiyaPay分析师：外卖大战引爆茶饮股，BiyaPay支持用户使用USDT交易港股标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2549532559","media":"Blockbeats","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549532559?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 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19:41","pubTimestamp":1751888508,"startTime":"0","endTime":"0","summary":"近日，淘宝闪购和饿了么联合宣布：7月5日的日订单数超8000万，非餐饮订单超1300万，淘宝闪购日活跃用户超过2亿。美团内网公布信息显示，截至7月5日22时54分，美团即时零售当日订单已经突破了1.2亿单，其中，餐饮订单已超过1亿单。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202507073450053984.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507073450053984.html","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":"stock_eastmoney","symbols":["LU0348784397.USD","LU0326948709.USD","LU0633140727.USD","BK1575","09988","LU0054237671.USD","LU0543330483.HKD","LU0132412106.USD","LU0251143458.SGD","LU0873338254.USD","LU0516422952.EUR","LU0348783233.USD","LU0384037296.USD","LU0672654166.SGD","LU0823039010.USD","ALBmain","HMTD.SI","VS","BK4585","METmain","LU0348827113.USD","LU0650527681.SGD","IE00B0169N27.USD","BK1591","MPNGY","LU0164865239.USD","LU1675838814.USD","LU1226287529.USD","03690","LU0577902538.SGD","BK4565","BK4548","SG9999000459.SGD","LU1048588211.SGD","BABA","LU0823413587.USD","LU1102505929.USD","LU0791591158.USD","LU0348788117.USD","LU2087589342.USD","SG9999014674.SGD","SG9999001226.SGD","LU1282649141.HKD","LU1642822792.SGD","89988","LU0052750758.USD","LU0594300419.USD","LU1046422090.SGD","SG9999002562.SGD","HBBD.SI"],"gpt_icon":0},{"id":"2549053423","title":"美团和淘宝闪购的一次正面较量，复盘周末外卖补贴战","url":"https://stock-news.laohu8.com/highlight/detail?id=2549053423","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549053423?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 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16:57","pubTimestamp":1751878621,"startTime":"0","endTime":"0","summary":"TradingKey - 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13:59","pubTimestamp":1751867963,"startTime":"0","endTime":"0","summary":"阿里和美团上演外卖补贴大战！先是阿里加码500亿元，要连贴12个月。美团马上回应，7月5日投放大量“0元购”红包券，请大家免费喝奶茶。美团当天餐饮零售超1亿单，突破历史纪录。不少人在网上晒战果：冰箱里囤满各类奶茶，实在喝不完。外卖行业越来越“内卷”！大家都知道，这种靠高额补贴维持的低价竞争持续不了多久。一直砸钱补贴，就像饮鸩止渴，成本压力巨大，谁都扛不住。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8bc9c9ca1d30707654c7a980811f8818","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507073449819487.html","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":"stock_eastmoney","symbols":["LU0865486749.SGD","LU2097828557.USD","LU0084288322.USD","LU2097828474.EUR","LU0828238088.HKD","09988","HMTD.SI","LU0572944931.SGD","IE0032431581.USD","BK4575","LU2087589342.USD","BABA","IE00B031HY20.USD","LU0463099449.HKD","LU0052756011.USD","LU1769817096.USD","LU0051755006.USD","BK1142","LU0320764755.SGD","LU1242518931.SGD","LU0128522157.USD","LU0181495838.USD","LU1328277881.USD","LU2097828714.EUR","LU0307460666.USD","LU0132412106.USD","LU0979878070.USD","BK4558","ALBmain","METmain","LU1868837722.USD","LU0651947912.USD","BK1604","LU0326948709.USD","IE0034224299.USD","LU0417516738.SGD","LU0589944569.HKD","MPNGY","LU0823038988.USD","03690","LU0231483743.USD","BK4533","LU1242518857.USD","BK4122","LU1960683339.HKD","LU0072462343.USD","LU0588546209.SGD","LU0196878994.USD","LU1303224171.USD","LU1048596156.SGD"],"gpt_icon":1},{"id":"2549301459","title":"厮杀万亿级市场，阿里京东美团短兵相接","url":"https://stock-news.laohu8.com/highlight/detail?id=2549301459","media":"Tech星球","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549301459?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 13:42","pubTimestamp":1751866922,"startTime":"0","endTime":"0","summary":"淘宝闪购宣布，将在12个月内直补消费者及商家共500亿元，将补贴力度推至新高度。补贴大战背后，$阿里$、京东、$美团$正在集体争夺大消费流量入口。美团一方面收缩社区团购业务美团优选，集中兵力。根据美团披露数据，6月以来，美团日订单保持在9000万以上。在外卖业务上，京东也交出了初步的成绩单。在即时零售市场，美团目前占据市场份额接近40%。将业务版图拓展至酒旅市场的京东，同样需要寻找增量市场。","market":"sh","thumbnail":"https://static.tigerbbs.com/68632255455ba1e0d65c0111d1392a96","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/68632255455ba1e0d65c0111d1392a96"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b63f407fb6dadd9a892c9dbda90a1d88","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://mp.weixin.qq.com/s?__biz=MzU5MTczNjIyNA==&mid=2247604854&idx=1&sn=fc4d3c75e87d85b3da0a4d5dba9da1c7&chksm=ff13615b67731235d82d3c7fa20cf1b5677c8e185d2af2fe2441da87340358c536b343711bf3&scene=0&xtrack=1#rd","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"厮杀万亿级市场，阿里京东美团短兵相接","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"techxq","symbols":["09988","BABA","MPNGY","03690","09618","JD"],"gpt_icon":0},{"id":"2549301567","title":"一秒直线拉20CM涨停！阿里美团“烧钱大战”引爆新茶饮供应链狂欢，港股新茶饮同步集体飙涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2549301567","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549301567?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 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10:32","pubTimestamp":1751855520,"startTime":"0","endTime":"0","summary":"英为财情Investing.com -周一，阿里、美团上演外卖大战，今日股价双双低开。阿里巴巴-SW 一度跌超2.5%，美团-W 一度跌超4%，创去年9月以来新低。消息面上，7月5日晚间，阿里、美团两大平台放出了大量且大额的外卖红包券。根据InvestingPro显示，阿里巴巴和美团的公允价值分别为162.53港元和194.75港元，存在56%和66.5%的上升空间。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b63f407fb6dadd9a892c9dbda90a1d88","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://cn.investing.com/news/stock-market-news/article-2873957","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":"investing_news","symbols":["BK4526","BABA","LU0314109678.HKD","LU0880133367.SGD","BK4558","LU1720050803.USD","MPNGY","09988","LU1769817179.HKD","LU1770036033.HKD","BK1575","LU1152091168.USD","LU0165289439.USD","LU0054450605.USD","LU0348827113.USD","IE00B031HY20.USD","LU0823039010.USD","LU1051769294.HKD","LU0541502299.USD","LU0577902298.EUR","LU0918141887.USD","LU0307460666.USD","LU0345775950.USD","LU0572944931.SGD","LU2152927971.USD","SG9999000459.SGD","LU2097828474.EUR","IE00B5MMRT66.SGD","LU0149721374.USD","LU1267930227.SGD","LU0051755006.USD","LU0456846285.SGD","METmain","ALBmain","LU2125910500.SGD","LU1794554557.SGD","LU1808992512.USD","LU1046421795.USD","IE00B0JY6N72.USD","LU0540923850.HKD","LU1868837722.USD","LU1960683339.HKD","LU1719994722.HKD","HMTD.SI","BK1589","LU0214875030.USD","BK4531","03690","LU1303224171.USD","LU0310800965.SGD"],"gpt_icon":1},{"id":"2549087653","title":"AH股震荡下跌！创业板跌1%，稳定币概念活跃，恒科指跌1%，阿里京东美团齐跌，国债上涨，商品下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2549087653","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549087653?lang=zh_cn&edition=fundamental","pubTime":"2025-07-07 09:57","pubTimestamp":1751853427,"startTime":"0","endTime":"0","summary":"A股跨境支付概念短线走高，海联金汇涨超8%，信雅达、华峰超纤、京北方、天阳科技等个股跟涨。稳定币概念再度活跃，京北方涨超7%，海联金汇、翠微股份、格尔软件等跟涨。港股科网股下跌，京东、美团、阿里巴巴等跌幅居前，茶饮股反弹，茶百道、古茗一度涨超10%，蜜雪集团涨超4%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3750533","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"182c464466f10b34d0c5cd9e51d9d07f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3750533","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":["399300","UBmain","89618","METmain","BABA","LU0737861699.HKD","LU0821914370.USD","BK1502","09618","LU1152091754.HKD","ZBmain","MPNGY","LU0384037296.USD","HMTD.SI","LU1152091168.USD","159915","399006","LU0708995583.HKD","USVN","03690","LU2257852520.SGD","LU0011963245.USD","LU0084288322.USD","LU1868838027.USD","LU1831875114.USD","ALBmain","LU0043850808.USD","BK4505","TNmain","UTWY","LU1046422090.SGD","LU0326948709.USD","UFIV","ZFmain","LU0918141705.HKD","LU1880383366.USD","BK1142","BK4504","ZTmain","09988","000001.SH","159982","ZNmain","JD","LU1282649067.USD","UTRE","LU1328277881.USD","UTHY"],"gpt_icon":1},{"id":"2549713233","title":"美团即时零售日订单突破1.2亿单；云海肴CEO就字节跳动新加坡食物中毒事件认罪 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