中信研究：悲觀預期集中釋放，美團長期方向並無改變

中信證券研究
2021.07.27 05:42

政策擔憂短期不會折射至公司財報，21Q2 公司核心業務預計仍較強勁，社區團購節奏雖然較之前預期有所放緩但總體健康。反壟斷審查、社保規範、騎手權益保障等監管對公司業務生態長期方向並不會產生實質影響，只是對生態的平衡性提出更高要求，盈利性將趨於合理。

中信研究：悲觀預期集中釋放，美團長期方向並無改變
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