摩根士丹利：美团_初始反馈与抵制

October 7, 2024 02:02 PM GMT Initiation Feedback and Pushback Most of the offshore investors we talked to didn't follow Meitu for a long time, as we expected. There was high appreciation of its undervalued subscription-based business, powered by AI. There was also pushback on corporate governance, long-term sustainability, and competition. Most investors were not aware of Meitu's change: We talked mostly to offshore investors after our initiation. We found the majority's impression of Meitu was still that i ...