交银国际发研报指，该行上周在香港互联网行业路演更新了主要观点，投资人主要关注点包括：1）本地生活服务、外卖的竞争对行业影响；2）互联网公司 SOTP 估值逻辑及上升空间；3）春节期间的游戏流水创新高，是否证明全年游戏行业加速复苏；4）电商恢复及行业主要平台 GMV 增速判断；5）TEMU 空间及减亏；6）AI 大模型对互联网公司影响。
推荐排序 OTA/拼多多/阿里/百度/腾讯，美团仍持续波动，股价接近该行的最低价值估算时将大概率反弹。
交银指美团股价持续波动，若接近最低价值估算时将大概率反弹
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