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雙十一
1,160.02
+0.8036
0.07%
漲家數:
4
跌家數:
9
平家數:
1
市盈率:
- -
高:
1,175.34
開:
1,159.05
低:
1,157.39
收:
1,159.22
成交量:
9,756.77萬
成交額:
80.12億
市值:
1.12萬億
流通市值:
9,619.00億
資料載入中...
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新聞資訊
京東為什麼四處出擊?
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17:50","pubTimestamp":1763200222,"startTime":"0","endTime":"0","summary":"在字母榜看来,京东四处出击,一方面是寻找增量,另一方面则是进入蓝海市场后出现的“场景涌现”现象。这一趋势已在京东的财报中得到印证。而支撑京东四处出击的,正是其超级供应链体系。三季度,京东新业务收入同比暴涨214%,达到155.9亿元,环比二季度增长 12.6%,呈现出加速增长态势。京东必须在“四处出击”中建立筛选机制,哪些能成长为与核心零售并驾齐驱的支柱业务?","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115175523a6fb422c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:31","pubTimestamp":1763199082,"startTime":"0","endTime":"0","summary":"11月15日,有用户发现京东“秒送”频道上线了“京东点评”功能。京东客服对第一财经记者表示,京东点评功能上线时间是2025年11月15日,主要功能包括用户对商品的评价、评分、晒单等,旨在提升用户购物体验和商品服务质量。9月10日,阿里推出“高德扫街榜”,对标美团点评。大众点评在同日宣布“重启”品质外卖服务,计划与美团外卖形成协同效应。此时京东入局,或意味着外卖旺季下的暗战一触即发。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111517333595061818&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:02","pubTimestamp":1763197323,"startTime":"0","endTime":"0","summary":"腾讯新闻《潜望》文|白雪 袁小丽编辑|刘鹏京东又一次把“做重”生意的倔强,写进了财报里。从财报来看,本季度,京东整体收入实现14.9%的同比增长,主要得益于其作为“压舱石”的零售业务表现。生意“做重”逻辑再进化外卖、出海、生活服务多线并行京东向来擅长把生意“做重”。从外卖到出海,从线下零售到酒旅服务,京东正在用供应链能力,重构多个业务板块。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115171028a4a35818&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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行業駛向AI與全球化新戰場","url":"https://stock-news.laohu8.com/highlight/detail?id=2583634736","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583634736?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 14:40","pubTimestamp":1763188832,"startTime":"0","endTime":"0","summary":"【网点老板讲述“史上最无感双11”:快递少了吗?技术上位、人力退场 行业驶向AI与全球化新战场】对于网点老板来说,这或许是史上最无感的“双11”。多家快递网点老板均对记者表示,今年“双11”期间,网点的单量几乎与去年同期持平,网点已不会像以前那样为了“双11”专门提前招兵买马。“今年‘双11’那三波促销节点的当天,最大单量也就比平日多个几千单。”一位网点老板告诉每经记者。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202511153565375350.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202511153565375350.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4502","BEST","01519","BK4558","BK4131","BK1151"],"gpt_icon":0},{"id":"2583636805","title":"海量財經丨從199%增長至214%!外賣何以成為京東新業務增長主力軍?","url":"https://stock-news.laohu8.com/highlight/detail?id=2583636805","media":"海报新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583636805?lang=zh_tw&edition=fundamental","pubTime":"2025-11-15 10:11","pubTimestamp":1763172668,"startTime":"0","endTime":"0","summary":"11月13日,京东集团发布的三季度财报显示,包含外卖在内的新业务收入同比增长214%,达到155.9亿元,增速较二季度进一步加快,成为集团业务板块中表现最为亮眼的增长点。业务增速持续攀升京东外卖作为新业务的核心引擎,在第三季度继续实现迅猛发展。据京东三季度财报数据,新业务收入从二季度的199%增长至三季度的214%,呈现出加速增长态势。数据显示,截至三季度末,入驻京东外卖的品质餐厅已超过200万家,为业务快速增长提供了坚实基础。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115101354a6faa0d3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15%。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251114:nL4S3WQ1FJ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0310800379.SGD","LU2430703095.HKD","BK4588","LU1280957306.USD","LU2360032135.SGD","LU0823411888.USD","LU1116320737.USD","LU0256863902.USD","BK4610","LU1988902786.USD","LU0265550359.USD","LU2746668461.USD","LU1674673428.USD","LU1303367103.USD","LU2746668974.SGD","LU0882574139.USD","LU1718418525.SGD","BK4535","IE00BYQQ9H92.USD","LU0738911758.USD","LU2505996509.AUD","LU2430703178.SGD","LU2471134523.USD","LU2471134952.CNY","LU2505996681.GBP","SBUX","BK4533","BK4558","LU0708994859.HKD","WMT","LU2430703251.USD","LU0175139822.USD","LU0661504455.SGD","LU2471134879.HKD","DGE.UK","LU1366192091.USD","BK4550","LU1815333072.USD","LU1003077747.HKD","BK4504","LU0289960550.SGD","LU0061474960.USD","BK4596","LU1064131342.USD","LU0128525929.USD","LU0211327993.USD","LU0211328371.USD","LU2097829019.USD","LU1674673691.USD"],"gpt_icon":1},{"id":"2583688473","title":"馬雲阿里旗下螞蟻集團收購耀才證券生變:28億港元交易延期,海外券商版圖擴張遇阻","url":"https://stock-news.laohu8.com/highlight/detail?id=2583688473","media":"珈说财经","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583688473?lang=zh_tw&edition=fundamental","pubTime":"2025-11-14 23:51","pubTimestamp":1763135462,"startTime":"0","endTime":"0","summary":"28亿港元落子,蚂蚁的香港牌照“必争之地”蚂蚁集团对耀才证券的收购意向,在今年4月以“闪电停牌”的方式浮出水面。4月23日耀才证券突然停牌,两天后交易方案正式落地:蚂蚁集团全资子公司上海云进信息技术有限公司,以3.28港元/股的价格收购耀才证券50.55%股份,总对价28.14亿港元。10月10日,耀才证券公告称收购已获香港证监会批准,仅待国家发展改革委审批,且蚂蚁已提交申报材料并积极沟通。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115003930a4a20cde&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:47","pubTimestamp":1763131628,"startTime":"0","endTime":"0","summary":"11月13日,京东集团公布了2025年三季度财报。三是,国补在近一年给予了京东天降利好,基本盘的稳固也让刘强东短期内后顾无忧,年初高调入局外卖大战。若计算2025年前三季度,京东新业务已累计亏损355亿。到了今年三季度,外卖对京东盈利侧的影响力没有实质性收缩,归属于普通股股东的净利润同比下降54.7%至53亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251115010817a6f9fd3f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:30","pubTimestamp":1763119856,"startTime":"0","endTime":"0","summary":"在外卖行业竞争趋于理性的大背景下,叠加京东外卖自身运营效率的优化,我们预计该业务亏损金额或有望在4Q25延续环比收窄的良好趋势。与此同时,京东零售亦持续发力日用百货品类的供应链优化,实现品类销售额的稳健增长,这或有望部分对冲国补退坡带来的带电品类增长高基数问题。我们建议持续关注外卖业务的效率提升及用户交叉销售的挖掘情况,外卖业务亏损的收窄节奏或将较为明显地影响到京东集团整体的利润增长速度。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114195040a4a18c57&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:08","pubTimestamp":1763118519,"startTime":"0","endTime":"0","summary":"京东旗下餐饮品牌七鲜小厨今日正式宣布推出团体餐食服务,将全面承接各类企事业单位食堂运营及线上团餐订餐业务,服务范围涵盖校园、职场等多元团餐场景。七鲜小厨相关负责人表示:“我们推出团餐服务,正是为了积极回应社会对餐食安全的迫切期待,致力于为学生、企业员工等群体提供更加安心、健康的用餐选择。”","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114190929a6f963e4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:36","pubTimestamp":1763116607,"startTime":"0","endTime":"0","summary":"01日用百货成增长动力作为京东的收入支柱,京东零售目前仍保持着两位数的增长。2025年第三季度,京东零售京东零售收入2506亿元,同比增长11.4%。京东预计,2025年来自家电的销售仍将持续环比加速增长。在国补的拉动下,京东零售在2025年仍有不错的收入增长,2025年第一季度至第三季度,京东零售的收入增速分别为16.3%、20.6%、11.4%。显然,日用百货已经成为京东增长的新动力。但目前,京东对外卖业务仍处于投入期。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114183656a6f951c5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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