美團—W（03690.HK）將於週五公佈第二季度業績。根據FactSet彙總的9位分析師的一致預期，美團第二季度預計將錄得14.3億元人民幣的淨虧損，而去年同期爲3.653億元人民幣的淨利潤；第二季度營收預計爲1015.6億元人民幣，高於去年同期的918.4億元人民幣。華僑銀行分析師表示，隨着外賣業務補貼減少，美團外賣業務的單位經濟效益預計將在第二季度轉爲盈利，預計美團核心本地商業業務第二季度營收將增長4%。隨着競爭對手抖音將重心轉向盈利，美團在到店業務方面可能面臨的競爭壓力也將有所緩解。另外，星展銀行將美團2026年和2027年的盈利預測分別上調4%和6%，主要得益於外賣業務的改善。

Freddie Mac says the average 30-year fixed mortgage rate edged up to 6.66% from 6.65% the prior week, versus 6.56% a year ago, further squeezing housing affordability. Rates briefly fell below 6% before the late‑February Middle East shock but have held above 6.5% since July with little sign of easing. Pantheon Macroeconomics senior North America economist Thomas Ryan said high rates are keeping the market stuck and that a fall to around 5% could materially release suppressed demand, though what would push rates that low is unclear. July new‑home sales fell to a six‑month low after single‑family contract signings dropped 10.5% to a 607k annualized pace, below the 620k consensus.

Chinese stocks opened mixed on Thursday, Aug 27: China’s Shanghai Composite Index down 0.02% at 3,911.89; Shenzhen Composite Index up 0.26% at 13,876.79; CSI 300 Index up 0.08% at 4,594.48; ChiNext Index up 0.67% at 3,437.90; STAR 50 Index up 0.91% at 1,646.84.