交銀指美團股價持續波動，若接近最低價值估算時將大概率反彈

鳳凰網港股
2023.04.04 01:45

交銀國際發研報指，該行上週在香港互聯網行業路演更新了主要觀點，投資人主要關注點包括：1）本地生活服務、外賣的競爭對行業影響；2）互聯網公司 SOTP 估值邏輯及上升空間；3）春節期間的遊戲流水創新高，是否證明全年遊戲行業加速復甦；4）電商恢復及行業主要平台 GMV 增速判斷；5）TEMU 空間及減虧；6）AI 大模型對互聯網公司影響。

推薦排序 OTA/拼多多/阿里/百度/騰訊，美團仍持續波動，股價接近該行的最低價值估算時將大概率反彈。

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