美團(3690.HK)拉昇大漲超7% 獲中金看高至426港元
格隆匯2月1日丨美團持續拉昇,一度漲7.36%至382港元,市值超2.24萬億港元。該股入選了格隆匯2021年“下注中國”十大核心資產名單。據統計,截至1月29日,南下資金連續3日淨買入美團,共計45.49億港元。中金近日發研報指,維持美團“跑贏行業”評級,將目標價上調29%至426港元,對應明年經調整市盈率153倍。看好美團優選在履約模式上的創新,看好美團公司在社區電商賽道的長期競爭力。而優選業務的快速推進,宣吿公司正從本地生活領域系統性邁向實物電商領域,有望幫助公司進一步打開估值空間。

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