港股市场今日见证了极兔速递-W（01519.HK）的强劲表现，该股盘中大涨5.18%，延续了近期的上升势头。自本月以来，极兔速递-W的股价已累计上涨超过六成，引起了投资者的广泛关注。
极兔速递-W的股价上涨主要得益于其第二季度的亮眼表现。公司报告称，第二季度包裹量达到73.92亿件，同比增长23.5%，超出市场预期。这一增长主要由东南亚和拉美电商市场的快速发展所推动。美银证券对此表示认可，上调了公司的全年东南亚业务EBITDA预测和2025至2027年经调整净利润预测，并将目标价从7.7港元上调至9.1港元，重申"买入"评级。
此外，行业监管环境的变化也为极兔速递-W的发展提供了有利条件。国家邮政局近期明确表态反对"内卷式"竞争，推动行业回归理性发展。这一政策导向有望缓解行业内的恶性竞争，使得像极兔速递-W这样的公司能够更多地关注服务质量和运营效率的提升，而非单纯依赖价格战来争夺市场份额。分析师认为，这将有利于行业领先企业的长期健康发展。
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