大行评级丨大摩：维持美团“增持”评级，到店其他业务长期增长潜力被低估

格隆汇09-11

摩根士丹利发表报告指，维持美团外卖单位经济效益于2027年恢复至每单1元的预测，并认为市场已大致消化此预期。该行认为，到店其他业务的长期增长潜力仍被市场低估，将带来进一步上行空间。大摩维持对美团“增持”评级，目标价110港元。

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