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港股異動 | 美團點評(3690.HK)續漲近5% 港股通累計持倉比例已升至3.26%
格隆匯 02-12 15:36
格隆匯2月12日丨入選了格隆匯2020年十大核心資產名單、去年大漲132.12%的美團點評(3690.HK)今日續漲,現報104.1港元,漲4.94%,暫成交36.9億港元,最新總市值6054億港元。據悉,美團點評自去年10月28日獲納入港股通後持續獲南下資金青睞,截至上週五(2月7日),港股通累計持倉比例已升至3.26%。興業證券最新發研報稱,美團“無接觸配送”覆蓋了184個城市以上,預計節後返工需求將逐漸回暖、非餐飲外賣上升明顯、重型品牌外賣將加強合作。該行認為特殊時期過後,到店商家為搶佔的流量會投入更大的廣告預算進行營銷,預計2H20將有所回温。看好公司在本地生活服務的龍頭地位,外賣盈利能力將隨着規模效應持續提升,數據變現與服務生態也具有巨大空間。將目標價由110.76港元升至125.2港元,維持“買入”評級。
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