2024年10月3日,美团-WR(83690)盘中股价出现大幅上涨,截至收盘,该股报187.70港元/股,上涨6.16%,成交金额约9.76亿港元。
消息面上,投资银行高盛发布研究报告,将电商股与游戏股列为内地互联网业最受偏好的板块。高盛认为,基于内地强于预期的经济增长及宽松政策、电商市场局面在市占大致稳定下回稳,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。
值得注意的是,高盛上调了美团的目标价至194港元,给予"买入"评级,对于美团的长期前景持乐观态度。这一利好预期直接推动了美团-WR当日股价的大涨。
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