中信研究：悲观预期集中释放，美团长期方向并无改变
政策担忧短期不会折射至公司财报，21Q2 公司核心业务预计仍较强劲，社区团购节奏虽然较之前预期有所放缓但总体健康。反垄断审查、社保规范、骑手权益保障等监管对公司业务生态长期方向并不会产生实质影响，只是对生态的平衡性提出更高要求，盈利性将趋于合理。
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