摩根士丹利：美團遭沈南鵬減持料對市場情緒負面，但料為內地疫後最佳復甦主題股，重申為首選

美港電訊
2022.05.05 02:46
5 月 5 日訊，就美團非執行董事、紅杉中國創始及執行合夥人沈南鵬上週兩度分別場外及場內減持美團股份，摩根士丹利發表報告表示，減持可能對投資情緒造成一定負面影響，但該行認為公司基本面仍然穩固，重申繼續將美團視為其在中國互聯網板塊的首選。該行重申對美團超配評級。該行認為，美團與與騰訊、阿里和百度相比，料美團核心增長更快，其業務與內地網遊業相比所面臨監管風險較低；美團若與其也電子商務企業相比，所面臨競爭風險更低。該行預計公司至 2023 年的營運溢利、純利及自由現金流將出現拐點。
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