該行調(diào)查顯示,美團(tuán)與抖音的競(jìng)爭(zhēng)日趨穩(wěn)定,而美團(tuán)的業(yè)務(wù)優(yōu)化應(yīng)會(huì)帶動(dòng)傭金變現(xiàn)率和利潤率的中期上升。該行預(yù)測(cè),到2028年美團(tuán)到店業(yè)務(wù)經(jīng)營利潤將上升3倍,占美團(tuán)經(jīng)調(diào)整經(jīng)營利潤約50%,并推動(dòng)該行目標(biāo)價(jià)高于市場(chǎng)。瑞銀…
2024-10-08 21:14