观点网讯:5月15日,大和发表报告指出,京东零售首季表现强劲是推动京东-SW收入和经调整净利润超预期的关键因素。大和认为,京东下半年将面临电子产品和家电收入高基数压力,但日用品和超市品类带动下,京东有望实现整体收入稳固增长。大和预计,超市和服装品类将成为第二季度增长驱动因素,推动总营收和京东零售收入分别同比增长11.9%和12.7%,从而使两者全年收入均实现约10%同比增长。餐饮外卖业务方面,随着...
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