2024年10月2日消息,美团-WR(83690.HK)股价盘中大涨5.49%,报收163.0港元。分析人士认为,这与高盛上调多家内地互联网公司目标价,看高其长期增长潜力密切相关。
在最新一份研究报告中,高盘将美团目标价从157港元上调至194港元,给予"买入"评级。高盛表示,内地电商作为全球最大电子商务市场,在内地互联网股中将提供最显著的价值修复,并受惠于转向网上购物及广告科技推动的货币化率上行。
高盛对内地互联网业最偏好电商与游戏板块,理由是内地经济及消费增长强于预期,加之宽松政策支持,电商市场局面在市占大致稳定下趋于回稳。数据显示,阿里巴巴、拼多多及京东市盈率仅9至12倍,三者合计市值仅5,000亿美元,对比亚马逊2.1万亿美元市值,内地电商低估值亦体现了较大修复空间。
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