【券商聚焦】甬兴证券首予美团(03690)“买入”评级指其调整组织架构并深度布局AI以积极应对竞争

金吾资讯07-17 15:43

金吾财讯 | 甬兴证券发研指，美团(03690)2024年第一季度公司当季收入同比增长24.55%达到746.68亿元，扣非归母净利润同比增长84.26%达到58.86亿元。该行指，伴随着本地生活市场空间的持续增长，内容平台陆续入局加剧了该行业的市场竞争。根据Questmobile统计，抖音对美团在本地生活App用户受众有较高的重合度，成为其较大的新竞争者。为应对新进入者的竞争压力，美团从组织架构...

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【券商聚焦】甬兴证券首予美团(03690)“买入”评级 指其调整组织架构并深度布局AI以积极应对竞争

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【券商聚焦】甬兴证券首予美团(03690)“买入”评级指其调整组织架构并深度布局AI以积极应对竞争