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美港電訊
2023.04.20 05:16

摩根士丹利發表研報，表示對美團應對來自抖音等競爭對手的策略充滿信心，認為市場對到店業務競爭的擔憂已反映在股價表現上，未來盈利潛在超出預期及 Prosus 股份處置等憂慮消除，都將成為催化劑，維持增持評級。該行指，外送市場進入門檻高，而美團憑藉強大的商户、消費者及騎手網絡基礎，可抵擋外來競爭，繼續預期市場被雙頭壟斷，當中美團將佔據約 70% 的市場份額，同時看好美團的單位效率提升，維持目標價 180 港元，仍然看好服務電商的長期增長潛力，以及美團的行業領導地位。

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