智通财经APP获悉，京东集团-SW(09618)午前涨超3%，截至发稿，涨3.57%，报133.6港元，成交额4.07亿港元。
瑞银发布研报称，自中国在去年8月底推出家电以旧换新补助政策后，消费者情绪在第四季逐渐回稳。由于京东集团-SW在家电和3C电子领域的GMV占比高达60%，其表现理应优于行业和中国零售业。
瑞银指出，进入2025年，以旧换新补贴延长和类别扩展应可减轻市场对京东今年收入增长的忧虑。消费者和品类的渗透率仍有提升空间。该行重申京东作为中国内地电商板块首选股，考虑市场低预期、估值不高，以及宏观刺激措施带来上行空间，认为京东风险回报吸引，予美股目标价64美元，评级“买入”。
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