大行评级 | 麦格理：抖音进军本地服务业务令竞争加剧美团-W(3690.HK)处守势_老虎社区_美港股上老虎

大行评级 | 麦格理：抖音进军本地服务业务令竞争加剧美团-W(3690.HK)处守势

港股那点事2023-02-08

格隆汇2月8日丨麦格理发表研究报告指，市场似乎担心抖音进军本地服务业务令竞争加剧，令美团-W(03690.HK)的市场份额前景处守势，惟该行认为，本地服务业的市场渗透率仍然很低，对于多个参与者而言，仍有足够的扩张空间。但相比品牌而言，零售盈利能力较弱，故于对现有参与者的货币化率带来的中期影响更为重要。该行给予美团目标价220港元，评级为“跑赢大市”。海量资讯、精准解读，尽在新浪财经APP

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经常被切韭菜
·2023-02-09
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