高盛:予京东和美团“买入”评级 竞争格局趋向稳定后目标价有显著上行空间

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【高盛:予京东和美团“买入”评级 竞争格局趋向稳定后目标价有显著上行空间】金十数据4月30日讯, 高盛发表研究报告指,京东(09618.HK)外卖业务推出不足两个月,外卖订单量增长速度超越预期,已达到同业美团(03690.HK)每日订单量的六分之一。高盛认为,京东的风险回报具有吸引力,维持“买入”评级,并列确信买入名单。高盛同样给予美团“买入”评级,认为估值有上行趋势,一旦竞争格局趋向稳定,两间公司目标价均有显著上行空间。

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