请输入昵称已阅读
2021-01-20
个人认为美团被严重高估,竞争对手太多,核心业务上升见顶,2000亿美元市值太高了!没这个不如买百度,小米
摩根大通:升美团目标价至450港元,升评级至增持
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MrFun
2021-01-20
MrFun
竞争对手?预言一波,携程飞猪去哪儿爱彼迎最终都会被美团打败,那些零零散散的酒店会员最终也会被美团酒店会员打败,以后可能还会霸占医疗健康行业和长短租行业
请输入昵称已阅读
:
酒旅是不可能一家独大的,这和网购一样,哪个便宜选哪个,腾讯的社交领域都要时刻保持警惕,更别说美团,
Meedly
2021-01-20
Meedly
你能相信700+pe的公司,业绩增长居然只有20%?活跃用户增长也没有了,拼多多增长掉到了100%都被喷
我就是阿硕
2021-01-20
我就是阿硕
美团地位无可撼动,确实没赚几个钱倒是真的!
彤画故事
2021-01-20
彤画故事
我每天在美团上平均花120,见两次外卖小哥,一次买菜小哥,美团的业务都有消费依赖性,我个人感觉460只是阶段的一个高点,到700我都不惊讶。
新资本Jcap
2021-01-20
新资本Jcap
高估啥啊 美团460都便宜了 每天就看着你们这群懂哥真的好笑
Meedly
:
都是炒出来的,美团最大利空就是业绩,各项指标增长太慢,外卖到顶无法盈利
fccg狂锋
2021-01-20
fccg狂锋
趁早加仓百度
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tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf8c91b8cafc0a46defa381fb1f5641e","relate_stocks":{"03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142764498","content_text":"1月20日讯,摩根大通发表报告,上调美团($(03690)$.HK)评级,由中性升至增持,目标价也大幅上调66.7%,由270港元上调至450港元,估计用户增长加快,及团购业务的城市覆盖和成交总额(GMV)提升将为近期催化剂。该行相信社区团购将成为美团的长期盈利增长动力,因团购有具规模的整体潜在市场(TAM)、有长期的合理毛利结构,及与集团的核心食品配送及店内业务有差异性,且集团亦有稳固的线下执行力。摩通预期,团购业务在2025年将为美团产生2,340亿元人民币的收入,及盈利340亿元人民币,因此反映团购业务估值1000亿美元。截至发稿,美团涨超6%,报362港元,距小摩目标价有24.3%上行空间,总市值超2.1万亿港元再创新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":6526,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["03690","BIDU","90926","01810"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":95,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3355426,"gmtCreate":1611130870582,"gmtModify":1611130870582,"authorId":3494300760647180,"author":{"id":3494300760647180,"authorId":3494300760647180,"name":"MrFun","avatar":"https://static.tigerbbs.com/46f61ba9ce0c6051d75456f966ddcfc0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":337829225,"type":1,"supId":0,"prevId":0,"content":"竞争对手?预言一波,携程飞猪去哪儿爱彼迎最终都会被美团打败,那些零零散散的酒店会员最终也会被美团酒店会员打败,以后可能还会霸占医疗健康行业和长短租行业","text":"竞争对手?预言一波,携程飞猪去哪儿爱彼迎最终都会被美团打败,那些零零散散的酒店会员最终也会被美团酒店会员打败,以后可能还会霸占医疗健康行业和长短租行业","html":"竞争对手?预言一波,携程飞猪去哪儿爱彼迎最终都会被美团打败,那些零零散散的酒店会员最终也会被美团酒店会员打败,以后可能还会霸占医疗健康行业和长短租行业","likeSize":2,"commentSize":1,"subComments":[{"id":3355991,"gmtCreate":1611137065561,"gmtModify":1611137065561,"authorId":3506462233722179,"author":{"id":3506462233722179,"authorId":3506462233722179,"name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":337829225,"type":1,"supId":3355426,"prevId":0,"content":"酒旅是不可能一家独大的,这和网购一样,哪个便宜选哪个,腾讯的社交领域都要时刻保持警惕,更别说美团,","text":"酒旅是不可能一家独大的,这和网购一样,哪个便宜选哪个,腾讯的社交领域都要时刻保持警惕,更别说美团,","html":"酒旅是不可能一家独大的,这和网购一样,哪个便宜选哪个,腾讯的社交领域都要时刻保持警惕,更别说美团,"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3354844,"gmtCreate":1611120507453,"gmtModify":1611120507453,"authorId":3473312166736956,"author":{"id":3473312166736956,"authorId":3473312166736956,"name":"Meedly","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":337829225,"type":1,"supId":0,"prevId":0,"content":"你能相信700+pe的公司,业绩增长居然只有20%?活跃用户增长也没有了,拼多多增长掉到了100%都被喷","text":"你能相信700+pe的公司,业绩增长居然只有20%?活跃用户增长也没有了,拼多多增长掉到了100%都被喷","html":"你能相信700+pe的公司,业绩增长居然只有20%?活跃用户增长也没有了,拼多多增长掉到了100%都被喷","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3355057,"gmtCreate":1611124396649,"gmtModify":1611124396649,"authorId":3483669283508638,"author":{"id":3483669283508638,"authorId":3483669283508638,"name":"我就是阿硕","avatar":"https://static.tigerbbs.com/ef3a6f12848da8815606073e69dae4be","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":337829225,"type":1,"supId":0,"prevId":0,"content":"美团地位无可撼动,确实没赚几个钱倒是真的!","text":"美团地位无可撼动,确实没赚几个钱倒是真的!","html":"美团地位无可撼动,确实没赚几个钱倒是真的!","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3355028,"gmtCreate":1611123857971,"gmtModify":1611123857971,"authorId":136519691706834,"author":{"id":136519691706834,"authorId":136519691706834,"name":"彤画故事","avatar":"https://static.tigerbbs.com/e9e7b57b50d137567f8f736909458c37","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":337829225,"type":1,"supId":0,"prevId":0,"content":"我每天在美团上平均花120,见两次外卖小哥,一次买菜小哥,美团的业务都有消费依赖性,我个人感觉460只是阶段的一个高点,到700我都不惊讶。","text":"我每天在美团上平均花120,见两次外卖小哥,一次买菜小哥,美团的业务都有消费依赖性,我个人感觉460只是阶段的一个高点,到700我都不惊讶。","html":"我每天在美团上平均花120,见两次外卖小哥,一次买菜小哥,美团的业务都有消费依赖性,我个人感觉460只是阶段的一个高点,到700我都不惊讶。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3354798,"gmtCreate":1611119818663,"gmtModify":1611119818663,"authorId":3547729288194581,"author":{"id":3547729288194581,"authorId":3547729288194581,"name":"新资本Jcap","avatar":"https://static.tigerbbs.com/b2ba7b7fc53fabd0d38e856d32051533","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":337829225,"type":1,"supId":0,"prevId":0,"content":"高估啥啊 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