智通财经APP获悉，高盛发布研报称，给予美团-W(03690)“买入”评级，目标价200港元。预计美团外卖业务第一年社保成本可控，增量成本每单0.1至0.2元人民币，或20至30亿元人民币，且今年外卖GTV利润率同比稳定在约3%。
据悉，美团将为全国范围内的全职及稳定兼职骑手缴纳社保。高盛指，注意到美团已自2022年7月起，在7个试点省份为骑手提供职业伤害保险，并推出更多措施支持健康的骑手生态圈。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.