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港股異動 | 美團點評漲逾3% 港股通累計持倉比例已升至3.21%
格隆匯 02-11 16:07
格隆匯2月11日丨入選了格隆匯2020年十大核心資產名單的美團點評(3690.HK)現報99.15港元,漲3.5%,暫成交33.7億港元,最新總市值5766億港元。據悉,美團點評近期獲南下資金青睞,昨日(2月10日)再獲淨流入4.2億港元。自去年10月28日獲納入港股通至今年2月6日,港股通累計持倉比例已升至3.21%。交銀國際近日發報告指,估算外賣業務在第1季度收入下調幅度較大,全年或下調5-9個百分點,單均利潤持平。但無接觸配送、智能取餐櫃的引入,為長期單均配送成本的壓縮奠定基礎。新零售/非餐配送需求提升,第1季度配送單量佔比或達到10%-30%,高於此前預期的6%左右,收入或有翻倍可能。維持其目標價110.5港元,評級“買入”。匯豐研究亦認為公司長期的基本面穩健,而業務多元化亦有助應對困境,維持“買入”評級,目標價126港元。
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