9月30日早盘,美团-WR(83690.HK)股价出现大幅上涨,最高涨幅达7.8%。据分析,此番涨势与该公司新老业务发展态势向好有关。
一方面,美团外卖订单数保持双位数增长,加之年内在港推出了KeeTa外卖平台,预计下半年美团日单量有望突破7000万单,进一步推动外卖业务营收增长。此外,酒旅业务受益于行业高景气以及美团新推出的"美团团购"和"神会员计划"而整体向好。
另一方面,美团正在加码新兴业务,其旗下小象超市和快驴已然成为新业务增长的重要驱动力。未来,在外卖和酒旅业务持续增长的同时,新业务有望为美团带来新的收入增长点,增强了市场对其长期发展潜力的信心。
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