港股异动 | 美团涨超4%，机构称外卖竞争趋稳，平台价值有望释放
4月29，美团-W早盘涨超4%，消息面上，京东近期进军外卖行业引发关注。中信证券表示，复盘外卖市场的历次正面碰撞，补贴短期内对单量增长拉动效应明显，但并非决定竞争走向的胜负手，多维度的系统性变量如配送效率、商家供给、用户复购和提频等更为核心。
此外，该行预计市场情绪扰动存在但已趋于平稳。站在相对长期视角，预计外卖行业竞争格局将保持稳定、市场生态更加良性发展，平台价值有望长期释放。
交银国际则表示，行业新进入者或带来短期补贴波动，但基于美团的规模优势以及领先的商家服务、外卖配送能力，同时考虑新会员体系有望提升用户粘性及跨场景转化，该行认为行业格局将持续稳定。
值得注意的是，花旗近期发布研报称，将美团-W纳入到其泛亚重点股份名单中，并对该公司维持“买入”评级，因美团不存在ADR退市的风险，且其业务收入也不依赖美国市场，这为公司提供了更多的发展稳定性和确定性。
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