9月18日（周四），美团-W再涨超3%，本周累涨逾12%。截至发稿，涨3.04%，报108.4港元，成交额66亿港元。
消息面上，近日，美团旗下国际外卖品牌keeta在科威特正式启动运营。至此成为科威特成为keeta继沙特阿拉伯、卡塔尔之后，在中东海湾地区的第三个落点。据悉，基于过去一年在沙特的成功落地和进展，keeta进一步加快了中东市场的拓展步伐。今年8月，keeta上线卡塔尔，时隔不到一个月，又正式进入科威特，美团正加速构建“多国联动”的国际化发展模式。
申万宏源发布研报称，7月市场监管总局约谈三大平台，强调规范促销与理性竞争，平台补贴策略随之趋于理性，美团、淘宝和京东分别通过“拼好饭”、“爆品团”和“七鲜小厨”等差异化项目推动结构性效率提升，压缩泡沫型单量，走向长期可持续增长。广发证券则表示，展望Q3和Q4，预计电商板块持续受到外卖竞争压力的影响，业绩或继续承压。长期来看，一旦双方补贴力度降低，预计美团和阿里会出现利润的拐点。
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