Understanding the Market | MEITUAN-W rose over 5% in the afternoon as policies clearly counter the involution trend, slowing down competition in the food delivery industry
美团-W 午后涨超 5%，截至发稿，涨 5.17%，报 88.5 港元，成交额 31.38 亿港元。消息面上，京东集团发布第一季度业绩，财报显示，京东外卖在一季度实现自成立以来幅度最大的环比减亏，单均损益持续改善，总投入规模环比进一步明显收窄。业内人士指出，年内一系列政策的反内卷导向清晰，有望促使各大平台间的价格战降温，带来业绩修复预期。瑞银此前发布研报称，预计美团在本地生活服务的竞争优势可维持不变，受惠于强大的消费者心智占有率及高效的商户平台。瑞银给予美团 “买入” 评级，目标价 128 港元，并认为行业竞争激烈度较过去两年放缓。
智通财经 APP 获悉，美团-W(03690) 午后涨超 5%，截至发稿，涨 5.17%，报 88.5 港元，成交额 31.38 亿港元。
消息面上，京东集团发布第一季度业绩，财报显示，京东外卖在一季度实现自成立以来幅度最大的环比减亏，单均损益持续改善，总投入规模环比进一步明显收窄。业内人士指出，年内一系列政策的反内卷导向清晰，有望促使各大平台间的价格战降温，带来业绩修复预期。
瑞银此前发布研报称，预计美团在本地生活服务的竞争优势可维持不变，受惠于强大的消费者心智占有率及高效的商户平台。瑞银给予美团 “买入” 评级，目标价 128 港元，并认为行业竞争激烈度较过去两年放缓。
Source: 智通财经 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments