港股异动 | 美团(3690.HK)涨逾4% 南下资金抄底
格隆汇5月17日丨美团(3690.HK)涨逾4%,报254.4港元,总市值15457亿港元。根据Wind数据,南向资金上周五净买入港股46.95亿港元,其中,美团(3690.HK)获净买入10.78亿港元,金额居首。美团(3690.HK)上周低见240港元刷新去年9月以来新低。瑞信发表报告表示,若按最坏情境作出评估,即美团要为外卖骑手全面履行支付社会保障金,料单位骑手的成本将上升10%,该行认为美团可以通过优化骑手组合及透过削减补贴以减轻相关影响。该行表示,续喜爱美团的强大执行力,并对公司在内地服务领域的长期发展前景具信心。维持美团跑赢大市评级及目标价410港元。

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