11月13日,里昂证券下调美团目标价至135港元,预计其第三季度亏损163亿元人民币。里昂证券预测,美团第三季度核心本地商业收入因竞争加剧,将同比下降1%至680亿元人民币,总收入增速放缓至同比增长4%,达970亿元人民币。外卖收入因平均订单价值与抽成率下降,预计将同比下降9%。到店业务因平均订单价值与餐厅广告支出减少,预期同比增长放缓至9%。受核心本地商业补贴与骑手成本增加,以及全球扩张亏损扩大...
Source Link11月13日,里昂证券下调美团目标价至135港元,预计其第三季度亏损163亿元人民币。里昂证券预测,美团第三季度核心本地商业收入因竞争加剧,将同比下降1%至680亿元人民币,总收入增速放缓至同比增长4%,达970亿元人民币。外卖收入因平均订单价值与抽成率下降,预计将同比下降9%。到店业务因平均订单价值与餐厅广告支出减少,预期同比增长放缓至9%。受核心本地商业补贴与骑手成本增加,以及全球扩张亏损扩大...
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