快手美团联手做外卖,市场不买账:快手股价暴跌8%

凤凰网港股
Aug 12, 2025

快手今日一度暴跌超8%,创逾四个月最大盘中跌幅,截至发稿跌8.56%。彭博社援引光大证券国际证券策略师Kenny Ng观点指出,股价波动与快手联合美团上线外卖入口直接相关,市场担忧外卖业务竞争加剧或影响双方盈利能力。

此前,快手App在首页“团购”板块新增独立“外卖”入口,用户需跳转至美团小程序完成订单核销与配送。快手回应称此为“第三方合作共建”策略延续,暂未自建配送网络。

美团同步下跌0.67%,反映市场对合作协同效应的审慎态度。

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