美团股价回调：受抖音涉足本地生活业务冲击影响仍可控

雷递网2023-02-08

雷递网乐天 2月8日近期，美团股价持续回调，今日股价最高跌幅超过8%，股价一度跌破150港元。美团今日股价大幅下挫，一方面是港股昨天普涨后今日回调，另一方面则是传闻抖音将于3月1日上线全国外卖服务。虽然抖音人士透露，并没有“3月1日全国上线外卖服务”的计划，与饿了么合作的外卖业务只在部分试点城市进行，依然造成了部分投资人恐慌性抛售美团股权。过去几个月，随着疫情的解封，大部分中国科技企业的股价都...

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2月8日近期，美团股价持续回调，今日股价最高跌幅超过8%，股价一度跌破150港元。美团今日股价大幅下挫，一方面是港股昨天普涨后今日回调，另一方面则是传闻抖音将于3月1日上线全国外卖服务。虽然抖音人士透露，并没有“3月1日全国上线外卖服务”的计划，与饿了么合作的外卖业务只在部分试点城市进行，依然造成了部分投资人恐慌性抛售美团股权。过去几个月，随着疫情的解封，大部分中国科技企业的股价都进行了大幅反弹，相对来说，美团的股价反弹幅度并不大，甚至近期还下挫明显。这主要是有两个不利因素存在：1，腾讯以分发特别红利方式，将其所持有约9.58亿股美团股票分发给股东，分派比例为10:1（每持有10股腾讯获派1股美团），分发预计于2023年3月24日完成。派息结束后，腾讯保有美团股票从约17%降至约1.56%。这意味着，腾讯的投资人获得美团的股权后，会造成比较大的卖盘，这在短期内会对美团的股价造成不利影响。2，市场担忧抖音进入本地生活市场，会对美团业务造成冲击。毕竟作为国民应用，抖音拥有庞大的用户量，一旦切入本地生活市场，会让投资人对来自抖音的竞争加剧产生忧虑，对买入美团的股票会产生观望情况，部分持有美团的投资人则会选择出售避险。当然，美团依然有有利的因素。随着对疫情防控的全面放开，社会经济重新恢复活力，生活服务业正加速回归。据美团的假期报告，2023年元旦假期间美团用户日均消费规模相比2019年增长75%，春节假期前6天日均消费规模同比2019年春节增长66%。花旗发布研究报告维持美团-W(03690)“买入”评级，并开启90日正面催化剂观察。花旗称，公司预将于3月底公布22Q4季业绩，相信业绩符合或略好过预期，估计季度总收入同比增19%至578亿元，非通用会计准则纯利则或达12.4亿元。另有分析认为，本地生活市场复苏趋势较预期更快，短期内也将重振投资者情绪。此外，美团有强大执行力，在本地生活领域耕耘多年，抖音下场做本地生活，早期也并不会讨到多大便宜。而且，并非所有行业有流量就为王，比如，字节集团涉足游戏、教育等行业也都铩羽而归。目前来看，抖音对美团在本地生活领域的威胁还是噱头大于实质。这之前，滴滴、京东也曾尝试杀入本地生活市场，最后都不了了之。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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美团股价回调：受抖音涉足本地生活业务冲击 影响仍可控

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美团股价回调：受抖音涉足本地生活业务冲击影响仍可控