智通财经APP获悉,京东集团-SW(09618)涨超4%,截至发稿,涨4.18%,报137港元,成交额14.39亿港元。
消息面上,京东将于5月13日港股盘后发布一季度业绩。天风证券预计,京东集团25Q1收入同比上升11.9%至2910亿元,收入增长稳健提升,主要系1)整体来看,政策落地刺激消费情绪,终端消费整体有望企稳回升;2)分品类来看,京东3C家电等核心品类受以旧换新国补政策的拉动,日百品类在3P生态的繁荣下进入良性增长通道;该行认为,凭借公司较强的供应链能力及内部效率优化,未来随着宏观经济向好,居民消费需求或逐步释放,驱动公司业绩向好。
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