摩根士丹利：美团遭沈南鹏减持料对市场情绪负面，但料为内地疫后最佳复苏主题股，重申为首选

USHK News
2022.05.05 02:46
5 月 5 日讯，就美团非执行董事、红杉中国创始及执行合伙人沈南鹏上周两度分别场外及场内减持美团股份，摩根士丹利发表报告表示，减持可能对投资情绪造成一定负面影响，但该行认为公司基本面仍然稳固，重申继续将美团视为其在中国互联网板块的首选。该行重申对美团超配评级。该行认为，美团与与腾讯、阿里和百度相比，料美团核心增长更快，其业务与内地网游业相比所面临监管风险较低；美团若与其也电子商务企业相比，所面临竞争风险更低。该行预计公司至 2023 年的营运溢利、纯利及自由现金流将出现拐点。
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