抄底美团？摩根大通给出 400 港元目标价，评级 “增持”
摩通发研报指，内地七部门近日刊发针对外卖平台骑手保障的联合意见基本上与南京早前的监管发展一致，认为相关意见将影响投资者情绪及触发短期沽压，而在现时的整体行业投资气氛亦较脆弱。该行相信美团 (3690.HK) 2025 年送餐业务盈利目标仍可轻易达到并有潜在上行，估计将为估值带来支持，而沽压短期仍会持续，认为投资者在股份弱势时可开始收集股份，目标价 400 港元，评级 “增持”。该股现报 193.8 港元，最新市值 11877 亿港元。
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