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港股異動 | 美團(3690.HK)漲逾4% 南下資金抄底
格隆匯 05-17 14:43
格隆匯5月17日丨美團(3690.HK)漲逾4%,報254.4港元,總市值15457億港元。根據Wind數據,南向資金上週五淨買入港股46.95億港元,其中,美團(3690.HK)獲淨買入10.78億港元,金額居首。美團(3690.HK)上週低見240港元刷新去年9月以來新低。瑞信發表報吿表示,若按最壞情境作出評估,即美團要為外賣騎手全面履行支付社會保障金,料單位騎手的成本將上升10%,該行認為美團可以通過優化騎手組合及透過削減補貼以減輕相關影響。該行表示,續喜愛美團的強大執行力,並對公司在內地服務領域的長期發展前景具信心。維持美團跑贏大市評級及目標價410港元。

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