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港股異動丨美團拉昇大升近7%,帶動恒生科技指數升超2%
美團-W(3690.HK)拉昇,盤中一度升6.76%,報197.3港元,市值超1.2萬億港元。美團大升,帶動恒指升1.5%,恒生科技指數升超2%。美團年內已累升138%。高盛日前發表報吿表示,對於美團,目前投資者的主要關注點是:旗下Keeta在中東地區的擴張、美團食品配送訂單增長/平均訂單價值前景、門店競爭、美團InstaMart等擴張等,其中食品配送、門店等業務保持強勢和穩定。據悉,9月9日,美團Keeta在中東的Al-Kharj市開始試運營;10月9日在沙特阿拉伯首都利雅得推出,並給予第一單50%的折扣。高盛稱,美團預計InstaMart倉庫將成為按需零售行業的關鍵驅動力之一,預計2027年美團InstaMart倉庫數量將達到超過10萬個(GTV目標為2000億人民幣) ,而目前倉庫的數量是3萬個。(格隆匯)

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