【野村指京东首财季业绩强劲 但因外卖业务增速快不再维持全年指引】金十数据5月14日讯，野村证券发表报告指，京东(JD.O)公布2025年首财季业绩表现强劲。该行对京东(JD.O)目标价为56美元，投资评级为“买入”。然而，野村指，尽管对收入持乐观态度展望，但京东管理层对2025财年的利润前景持谨慎态度—不再维持2025财年的利润指引（高净利润增长个位数百分比），理由是外卖业务（FD）业务增长迅速。据管理层称，京东FD在推出后的短短三个月内，每日订单量峰值可能达到2000万笔，相较之下，美团(03690.HK)FD的每日平均订单量为6000—7000万单。该行认为，以同类比较来看，京东和美团的FD业务之间的差距可能比这些数字显示的要大。
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