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

Group 1 - Goldman Sachs reports that JD's food delivery business has seen order growth surpassing expectations, reaching one-sixth of Meituan's daily order volume within two months of launch [1] - Goldman Sachs finds JD's risk-reward profile attractive, maintaining a "buy" rating and including it in the conviction buy list [1] - Goldman Sachs also gives Meituan a "buy" rating, believing its valuation has upward potential, and anticipates significant price targets for both companies once the competitive landscape stabilizes [1]