麦格理发表报告表示，内地外卖行业价格战重燃，料美团-W(03690.HK) 及京东-SW(09618.HK) 双方盈利前景不明朗，虽然料行业格局不太可能发生重大变化，但激烈竞争可能引发更积极的供应端补贴。该行决定将美团和京东投资评级，均从“跑赢大市”下调至“中性”，该行大削美团目标价48%，由246元降至128元，相当于预测今年企业价值10倍(此前估值预测20倍)，并大削京东H股目标价43%，由...
Source Link麦格理发表报告表示，内地外卖行业价格战重燃，料美团-W(03690.HK) 及京东-SW(09618.HK) 双方盈利前景不明朗，虽然料行业格局不太可能发生重大变化，但激烈竞争可能引发更积极的供应端补贴。该行决定将美团和京东投资评级，均从“跑赢大市”下调至“中性”，该行大削美团目标价48%，由246元降至128元，相当于预测今年企业价值10倍(此前估值预测20倍)，并大削京东H股目标价43%，由...
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