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摩根士丹利发表研报，表示对美团应对来自抖音等竞争对手的策略充满信心，认为市场对到店业务竞争的担忧已反映在股价表现上，未来盈利潜在超出预期及 Prosus 股份处置等忧虑消除，都将成为催化剂，维持增持评级。该行指，外送市场进入门槛高，而美团凭藉强大的商户、消费者及骑手网络基础，可抵挡外来竞争，继续预期市场被双头垄断，当中美团将占据约 70% 的市场份额，同时看好美团的单位效率提升，维持目标价 180 港元，仍然看好服务电商的长期增长潜力，以及美团的行业领导地位。
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