牛熊異動 | 高開高走,美團牛證漲超90%
今日美團點評(03690.HK)高開高走,截至發稿,漲超4%,相關衍生品美團中銀一一牛P(68489.HK)漲超90%。
美銀證券發表研究報告指,美團點評長期目標爲每日訂單目標1億宗,其中9,000萬來自外賣業務,1,000萬宗來自雜貨配送。該行表示,假設補貼率從目前約3%降至1.5%,加上廣告貢獻增加,交付效率提升,長遠而言每筆訂單利潤有可能上升至1元人民幣。美銀對美團的經營前景看法未有大改變,認爲外賣業務前景向好,維持“買入”評級,目標價296元。
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