港股详情

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美团-W

72.300

+0.5000.70%

成交量：1,824.07万

成交额：13.04亿

市值：4,465.25亿

市盈率：-15.72

高：72.350

开：71.900

低：69.900

收：71.800

52周最高：108.000

52周最低：63.650

股本：61.76亿

香港流通股本：61.76亿

量比：1.12

换手率：0.30%

股息：- -

股息率：- -

每股收益(LYR):-4.598

净资产收益率：-21.76%

总资产收益率：-8.07%

市净率：2.25

市盈率(LYR):-15.72

市销率: 0.99

数据加载中...

总览公司新闻资讯公告

港股开盘｜港股低开；地产股领涨；美团涨超2%

美团二季度营收超预期，多家机构上调目标价

美团盈利，外卖大战结束了？

外卖不亏了的美团，要把AI做进物理世界里

“竞争格局缓和”下的美团：本地商业利润率远超预期，新业务亏损收窄

华尔街见闻

美团二季度环比扭亏预计三季度外卖UE同比改善王兴称“不会成为Token工厂”

美团电话会：三季度外卖UE预计同比明显改善，Keeta盈利加速，AI迈向商家端

华尔街见闻

美团高管解读Q2财报：三季度外卖单位经济效益将同比改善

美图、B站绩后大涨，港股互联网逆市走强，AI应用行情酝酿？腾讯发布混元Hy4 preview

8月28日晚，美团二季度财报电话会上，CEO王兴分享了美团国际化进展：“2024年9月，Keeta在沙特市场开始试运营，

美团ADR美股盘前涨超5%，Q2营收同比增长14.4%，调整后净利润大幅超预期，核心业务环比扭亏为盈。

王兴：Keeta沙特已实现盈利对巴西市场保持信心

美团王兴：AI模型和产品将用于支持主业发展，不会成为“Token工厂”

美团财报电话会：Keeta沙特已盈利，对巴西市场保持信心

美团CEO：进军巴西更广市场前，先深耕圣保罗运营，打造差异化竞争优势

美团首席执行官表示：我们将先完善运营，在圣保罗建立差异化竞争优势，之后再向巴西更广范围扩张。

美团首席执行官表示：由于投资增加，第二季度起运营利润率可能会有所下降。

美团电话会：预期三季度外卖UE同比改善，保持正值

美团电话会：预期三季度外卖UE同比改善，保持正值

王慧文：孙宇晨在校内网加的景甜可能是假的

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21:08","pubTimestamp":1788095339,"startTime":"0","endTime":"0","summary":"外卖大战打了一年多，美团最先“上岸”了。8月28日，美团公布2026年中报。财报显示，二季度，美团实现收入1046亿元，同比增长14.4%，营收恢复两位数增长，经营利润环比由负转正。外卖生意不亏了后，公司释放的新信号就尤为值得注意。在28日晚间的财报电话会上，美团CEO王兴首次详解了公司的AI战略，“我们不会成为Token工厂，我们的模型和AI产品将用于支持我们的主业。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608303859493341.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608303859493341.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1610","LU2242644610.SGD","LU0327786744.USD","LU2488822045.USD","LU0348827113.USD","LU0417516738.SGD","LU2097828631.EUR","IE00B0JY6N72.USD","LU0196878994.USD","LU0463099449.HKD","LU0588545904.SGD","SG9999002828.SGD","LU0164872284.USD","LU1961090484.USD","IE00BPRC5H50.USD","LU0634319403.HKD","LU1993786604.SGD","LU0499858438.USD","LU0049853897.USD","LU0588546209.SGD","LU1868837722.USD","LU1251922891.USD","LU0502904849.HKD","LU0593848301.USD","LU0821914370.USD","LU0359201612.USD","LU1720050803.USD","LU0797268264.HKD","LU0359202008.SGD","LU0856984785.SGD","LU0261950983.USD","LU0149721374.USD","LU1688375341.USD","BK1604","LU0499858602.USD","LU0672654166.SGD","LU1734074674.USD","LU1226287529.USD","LU0431992006.USD","LU1105468828.SGD","LU0577902538.SGD","LU0326950275.SGD","IE0008369823.USD","LU1675838814.USD","SG9999001689.USD","LU0072462343.USD","LU0449509016.USD","LU0326948709.USD","LU0345775950.USD","LU0315178854.USD","LU1242518931.SGD","LU1831875114.USD","LU0605514214.HKD","LU2476274720.SGD","LU0348816934.USD","LU0320764599.SGD","LU1188198961.HKD","LU0823041008.USD","LU1328615791.USD","LU0819121731.USD","LU0979878070.USD","LU1868837565.USD","LU0561508036.HKD","LU2476274308.USD","LU2778985437.USD","SG9999002463.SGD","BK1618","LU0531971595.HKD","BK1142","LU0048597586.USD","BK1591","LU0173614495.USD","LU1152091754.HKD","LU0029875118.USD","BK1583","LU0359201885.HKD","LU0449515922.USD","IE00B031HY20.USD","LU0211977185.USD","LU0577902371.SGD","SG9999000327.SGD","LU0823039010.USD","IE00B5MMRT66.SGD","LU1023057109.AUD","LU0540923850.HKD","BK1589","LU0541502299.USD","LU0251144936.SGD","LU0543330483.HKD","LU0052750758.USD","LU1868838027.USD","LU0181495838.USD","BK1615","LU0594300179.USD","LU0823038988.USD","SG9999001903.USD","LU0823040885.USD","LU1880383440.USD","LU0823426480.USD","LU0117841782.USD","LU0708995583.HKD","LU0588545730.USD","LU0589944569.HKD","LU1303224171.USD","LU0348735423.USD","LU0320764755.SGD","LU0918141705.HKD","LU0455707207.USD","LU2399975544.HKD","SG9999000459.SGD","LU0871576103.HKD","LU0072913022.USD","LU2097828557.USD","LU1048596156.SGD","LU1960683339.HKD","SG9999014674.SGD","LU0164880469.USD","LU2148510915.USD","MPNGY","LU1328277881.USD","LU0054450605.USD","LU1242518857.USD","LU2045819591.USD","LU0143863198.USD","LU0509642566.USD","LU0165289439.USD","LU0370786039.SGD","LU0348788117.USD","LU0594300419.USD","LU0228659784.USD","LU1008478684.HKD","LU0918141887.USD","LU1282648689.USD","LU2097828805.USD","LU2226246903.HKD","BK1575","LU2257852520.SGD","LU0128522157.USD","LU0700851271.USD","LU0140636845.USD","IE00B29SXG58.USD","IE0008368742.USD","LU0143863784.USD","LU0244354667.USD","LU0865486749.SGD","SG9999002562.SGD","LU0577902611.USD","HMTD.SI","LU1481107354.HKD","LU2125910500.SGD","LU0880133367.SGD","LU0048580855.USD","IE0034224299.USD","LU0039217434.USD","LU2097828474.EUR","LU0611395673.USD","LU1880383366.USD","LU1224709979.USD","LU0456827905.SGD","IE00B543WZ88.USD","LU2087589342.USD","LU0314109678.HKD","LU2152927971.USD","LU0633140727.USD","LU0067412154.USD","IE00B3M56506.USD","LU0828237510.HKD","LU1152091168.USD","LU0011963245.USD","LU1770036033.HKD","LU0878005551.USD","LU1808992512.USD","LU0823426308.USD","LU0084288322.USD","LU0633140560.USD","LU0345776255.USD","LU1807302812.USD","LU0588545490.SGD","LU0501845795.SGD","LU0828237940.HKD","LU0873338254.USD","LU0828238088.HKD","LU0043850808.USD","LU1064131003.USD","LU1813983027.USD","LU0577902454.USD","LU0577902298.EUR","LU0164865239.USD","LU0287142896.SGD","LU0650527681.SGD","LU0214875030.USD","LU1048588211.SGD","LU0051755006.USD","03690","LU0572944931.SGD","LU1102505762.USD","BK1233","LU0269904917.USD","LU0307460666.USD","LU0348805143.USD","LU0456846285.SGD","LU0819123356.HKD","LU1719994722.HKD","IE0032431581.USD","LU0868486357.SGD","BK1521","LU0683595622.HKD","LU0737861699.HKD","LU0132412106.USD","LU0210526637.USD","LU1102505929.USD","LU0054237671.USD","LU1064130708.USD","LU2097828714.EUR","KWEB","LU0047713382.USD","IE00BF5LJ272.USD","LU1794554557.SGD","LU0348825331.USD","LU1770034418.SGD","LU0348814723.USD","METmain","LU1323998911.USD","LU0231483743.USD","LU0106252389.USD","LU0541501648.USD","LU0417516902.SGD",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15:16","pubTimestamp":1787987800,"startTime":"0","endTime":"0","summary":"外卖是利润改善的主要来源。高盛分析认为，外卖UE恢复、配送补贴正常化和营销效率提升共同推动了利润改善。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3780623","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MPNGY","03690","BK4122","DRAG","BK4209"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2663115540","title":"美团二季度环比扭亏 预计三季度外卖UE同比改善 王兴称“不会成为Token工厂”","url":"https://stock-news.laohu8.com/highlight/detail?id=2663115540","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663115540?lang=zh_cn&edition=fundamental","pubTime":"2026-08-29 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王兴称“不会成为Token工厂”】“我们始终认为，AI能力的长期价值，是能否真正进入真实工作流、解决真实问题，并形成长期稳定的基础设施能力。与此同时，全国产化训练和推理能力，也帮助我们在长期成本以及基础设施可控性上建立了更强优势。”王兴表示，“我们不会成为Token工厂，我们的模型和AI产品将用于支持我们的主业，提升用户、商户体验和公司经营效率。”","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608293859144327.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608293859144327.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0543330483.HKD","LU0348816934.USD","LU0700851271.USD","LU0823040885.USD","LU0348827113.USD","LU0856984785.SGD","LU0072913022.USD","LU1880383366.USD","LU0251144936.SGD","LU0708995583.HKD","LU1152091168.USD","LU1481107354.HKD","LU1831875114.USD","LU0541501648.USD","LU1880383440.USD","LU0084288322.USD","METmain","LU0043850808.USD","LU0359201885.HKD","IE00B29SXG58.USD","LU0593848301.USD","LU1993786604.SGD","LU0449509016.USD","BK1604","LU0828237940.HKD","LU0011963245.USD","LU1868837722.USD","SG9999002828.SGD","LU0345775950.USD","LU1868838027.USD","LU0531971595.HKD","LU2399975544.HKD","LU0345776255.USD","LU0054237671.USD","LU1808992512.USD","LU0797268264.HKD","BK1521","LU0819123356.HKD","LU0577902538.SGD","LU1688375341.USD","IE00B5MMRT66.SGD","LU0577902371.SGD","LU1868837565.USD","LU1813983027.USD","LU1961090484.USD","LU0823426480.USD","IE00B543WZ88.USD","LU0320764599.SGD","LU0173614495.USD","LU0873338254.USD","SG9999000459.SGD","LU0039217434.USD","LU0269904917.USD","LU1102505929.USD","BK1610","LU0594300419.USD","LU0348735423.USD","LU1226287529.USD","LU0588545730.USD","IE00B3M56506.USD","LU0048597586.USD","LU1224709979.USD","LU0594300179.USD","LU2087589342.USD","LU0823038988.USD","LU0029875118.USD","LU0828238088.HKD","LU0561508036.HKD","LU0211977185.USD","BK1142","IE00B0JY6N72.USD","LU0348825331.USD","LU0210526637.USD","LU0261950983.USD","LU0683595622.HKD","SG9999000327.SGD","LU2097828474.EUR","LU0106252389.USD","LU1720050803.USD","LU0588545904.SGD","LU2097828631.EUR","SG9999001689.USD","IE0008368742.USD","LU1770036033.HKD","LU1323998911.USD","LU1008478684.HKD","LU0456827905.SGD","LU0165289439.USD","LU2476274720.SGD","LU1152091754.HKD","LU1960683339.HKD","LU2778985437.USD","LU0509642566.USD","LU2226246903.HKD","MPNGY","LU1242518857.USD","LU1719994722.HKD","LU0072462343.USD","LU1023057109.AUD","LU2148510915.USD","LU0117841782.USD","LU0149721374.USD","LU0164880469.USD","IE00BF5LJ272.USD","SG9999002463.SGD","SG9999001903.USD","LU2097828714.EUR","BK1233","BK1591","LU0588546209.SGD","LU0047713382.USD","LU0231483743.USD","LU0501845795.SGD","LU0823041008.USD","LU1282648689.USD","LU0918141887.USD","KWEB","LU0048580855.USD","BK1583","LU0314109678.HKD","LU0315178854.USD","LU0499858438.USD","LU0672654166.SGD","LU0821914370.USD","LU0348805143.USD","LU0633140560.USD","BK1615","LU0633140727.USD","LU1303224171.USD","LU0871576103.HKD","LU0577902454.USD","LU0502904849.HKD","IE0034224299.USD","LU0589944569.HKD","LU0828237510.HKD","LU2257852520.SGD","LU2476274308.USD","LU0456846285.SGD","LU0455707207.USD","LU0588545490.SGD","LU0463099449.HKD","LU0541502299.USD","LU0051755006.USD","LU0067412154.USD","LU0143863198.USD","LU0132412106.USD","LU1064131003.USD","LU1328615791.USD","LU0823039010.USD","BK1575","LU0449515922.USD","LU0228659784.USD","LU1734074674.USD","LU1048588211.SGD","LU1328277881.USD","SG9999002562.SGD","IE00BPRC5H50.USD","LU0605514214.HKD","LU2125910500.SGD","LU1251922891.USD","LU0244354667.USD","LU2039709279.SGD","LU0359201612.USD","LU0823426308.USD","LU1770034418.SGD","03690","LU0052750758.USD","LU0128522157.USD","LU0611395673.USD","LU0348814723.USD","LU0214875030.USD","IE00B031HY20.USD","LU0326950275.SGD","LU0287142896.SGD","LU2045819591.USD","LU0049853897.USD","LU0359202008.SGD","LU0164865239.USD","LU0650527681.SGD","LU1105468828.SGD","LU2152927971.USD","LU0140636845.USD","LU0164872284.USD","LU0417516902.SGD","LU0865486749.SGD","BK1618","LU0634319403.HKD","LU0878005551.USD","LU1807302812.USD","LU2097828805.USD","LU0348788117.USD","LU0577902611.USD","LU0143863784.USD","LU0819121731.USD","LU0307460666.USD","LU0370786039.SGD","LU0737861699.HKD","LU0572944931.SGD","LU2097828557.USD","LU0417516738.SGD","LU0577902298.EUR","LU1102505762.USD","LU0196878994.USD","LU0326948709.USD","LU0880133367.SGD","LU0868486357.SGD","LU1242518931.SGD","SG9999014674.SGD","LU0431992006.USD","IE0008369823.USD","LU2488822045.USD","LU0054450605.USD","LU0540923850.HKD","LU0181495838.USD","LU1064130708.USD","LU1675838814.USD","BK1589","LU2242644610.SGD","LU0499858602.USD","HMTD.SI","LU1188198961.HKD","LU1048596156.SGD","LU0327786744.USD","LU0918141705.HKD","LU1794554557.SGD","IE0032431581.USD","LU0979878070.USD","LU0320764755.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"26620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22:25","pubTimestamp":1787927100,"startTime":"0","endTime":"0","summary":"管理层表示，随着外卖竞争逐步转向质量、服务和效率，公司用户结构、订单结构及运营效率优势持续增强。展望三季度，外卖UE预计同比明显改善，但受旺季营销投入、骑手补贴及职业伤害险等因素影响，环比将承压，不过仍有望保持正值。AI方面，公司强调不追逐“token工厂”，而是将LongCat-2.0及AI 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ial/m/news/2662803095?lang=zh_cn&edition=fundamental","pubTime":"2026-08-28 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酿？腾讯发布混元Hy4 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