异动解读 | 京东集团盘中大跌5.03%,疑似受资金流出及外卖骑手保险成本影响

异动解读
Feb 25, 2025

今日京东集团盘中股价出现大跌,跌幅高达5.03%。导致这一大跌的原因主要如下:

其一,数据显示近5日该股资金净流出3000万元,其中大资金净流出1000万元。投资者担忧资金流出会加速股价下跌,从而引发一定程度抛售。

其二,从行业发展来看,近期多家外卖平台公布了为外卖骑手缴纳社会保险的计划,而京东作为国内主要的外卖和物流平台之一,也将可能承担相应的人力资源成本上升。虽然有分析认为此举利于规范市场秩序,但短期内确实会给平台带来一定财务压力。

除此之外,目前暂未发现其他明确可解释这次股价大跌的消息报道。未来京东集团盈利情况及市场环境变化,将决定其股价后续走势。

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