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。
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