港股異動 | 美團點評漲幅擴大至6.7% 股價刷新歷史新高
格隆匯5月13日丨美團點評(3690.HK)大漲6.7%,報119.5港元創下歷史新高,自3月19日見階段低點70.1港元以來,股價累計最大漲幅超70%,總市值達6963億港元。中信證券最新研究報告表示,美團的核心成長邏輯未受疫情影響,長期或更受益於線上消費習慣強化,建議作為港股的核心資產進行持續配置。該行預計,美團首季收入下降15.8%,好過先前預期。4月以來餐飲行業復工率及外賣訂單量回升快速,五一期間單量基本回升至去年旺季平均水平。該行上調第二季訂單量預測至26.9億單,按年增長17.5%(原預計26.4億單)。此外,恆指公司年初諮詢是否在恆生指數、國指納入同股不同權(WVR)和第二上市公司。恆指公司最新宣佈,將於5月18日(星期一)宣佈諮詢總結。美團點評最快於下季季檢有望納入恆指。

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