Morgan Stanley: Meituan's short-term profit margins are expected to be under pressure, and expansion in Brazil may lead to increased losses in new businesses

智通財經
2025.05.27 00:56
摩根士丹利稱，對美團在食品外賣領域的長期護城河充滿信心，但預計短期利潤率將面臨壓力，尤其是在巴西的擴張等新舉措將導致虧損擴大。該行並下調公司目標價。摩根士丹利將美團目標價從 200 港元下調至 160 港元，維持增持評級。
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