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美团财报前瞻:监管趋紧令短期股价承压,看好长期前景

美港电讯2021-08-30

美团将于8月30日(周一)公布Q2业绩,预期公司外卖业务及到店酒旅收入稳健,但利润会受到社区团购业务投资增加的影响。在监管趋严、社区团购竞争加剧下,市场将关注监管政策对数据平台所带来影响、以及美团旗下新业务未来数季营运策略、骑手相关社保费用等指引。 美团过往季度财报公布后股价变动情况及原因 投行预期:外卖业务改善 社区团购致亏损扩大 综合券商预测,美团上半年收入在776.02-807.61亿元...

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