【摩根士丹利：京东上调全年盈利预期利好股价 但外卖业务是个拖累项】金十数据5月14日讯，摩根士丹利称，京东(JD.O)上调了2025年集团和零售业务(JDR)收入及盈利增长预期至两位数，利好股价；但外卖业务未提供亏损指引，可能导致2025年余下时间内的盈利预期进一步被下调。分析师Eddy Wang等人在报告中表示，预计2025年京东总收入同比增长13%，该行将京东2025年、2026年和2027年的盈利预测分别下调14%、7%和5%，以反映对外卖业务的投资。维持“平配”评级，下调美国存托凭证目标价至39美元。
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