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《大行報告》花旗:美團(03690.HK)遭上海市消保委約談符監管方向 料互聯網平台用戶增長將放緩
阿思達克 05-11 14:42
上海市消保委約談美團(03690.HK),指美團在消費者權益保護方面存在突出問題。花旗發表報告,相信美團及拼多多(PDD.US)遭約談是符合對互聯網平台的整體監管方向,目的是保障消費者權益,及確保合理和公平的競爭。

該行表示,上海消保委指出互聯網公司過分強調用戶流量,對業務發展是不健康,又指引互聯網平台改善自身管理以保障商戶及消費者。花旗相信,互聯網平台的用戶增長料將放緩,可能導致交易總額(GMV)或收入增長放緩,且成本或會上升及需額外投資以符合監管要求,對股價的威脅可能長期存在。

不過,該行又認為,有關企業的更長期增長前景可望受惠,有更健康的經營環境和更合理競爭,用戶及商戶體驗改善亦會為互聯網經濟產生更大的價值等。

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