盤中異動 | 美團點評-W盤中上漲5%，報於198.7港元
2022年6月17日14時31分，美團點評-W(HK03690)盤中上漲5%，報於198.7港元，成交額達42.22億港元，換手率達到0.34%。
6月17日訊，國泰君安發研報指，對平臺互聯網和資本的監管自2022年以來明顯出現明顯邊際變化，正確認知資本，政策邊際趨緩已經是共識，理論正確認知後，往往會迎來重大發展。政策拐點的博弈可以帶來較高收益率，目前主要電商平臺自3月低點已有超50%反彈，拼多多美團累計收益超80%，以歷史估值均值爲參考依然有修復空間。基本面增速和景氣度將很快接力政策拐點的博弈，成爲主導電商平臺股價後續走勢的核心驅動力更考驗平臺的核心壁壘、組織變革能力。該行稱，政策的邊際回暖已經成爲市場共識，博弈政策拐點有較高的收益彈性，但產業新趨勢與增量變化是相比博弈底部和拐點而言更確定和長期的投資思路，短期關注需求回暖和供應鏈恢復流通驅動的核心業務增速回暖與盈利能力和穩健性提升；中長期關注：1）平臺拓展新增長曲線有更高成功率；2）重視龍頭王者歸來的可能性；推薦標的：美團-W(03690)、京東集團-SW(09618)、阿裏巴巴-SW(09988)、拼多多。
6月9日，大摩：維持美團-W(03690)“增持”評級，目標價240港元。6月6日，大摩：維持美團-W(03690)“增持”評級，目標價240港元。6月6日，花旗：維持美團-W(03690)“買入”評級，目標價上調至222港元。
最新的財務數據顯示，公司於2022年1季度，營業收入462.69億人民幣，淨利潤-57.03億人民幣；營業收入同比增加25.59%，毛利潤同比增加52.89%，淨利潤同比減少17.67%。
盈立趨勢長盈模型最近一次交易信號，2022年6月16日出現觀望信號，觸發價格爲189.2港元（信號僅供參考）。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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