美团公布3Q24业绩:实现收入936亿元,yoy+22%,基本符合VA一致预期(简称预期),经营利润137亿元,去年同期34亿元,超过预期37亿元(非经常收益20.8亿),经调整净利润128亿元,去年同期57亿元,超预期7%。3Q业绩基本如期兑现,后续外卖单量增速或略有放缓,且经营市场结构性下沉化及海外投入亦带来短期波动。但我们仍然长期看好公司强大履约网络和本地到店到家生态协同,带来变现和盈利能力...
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