智通财经APP获悉，高盛发布研报称，京东(JD.US,09618)第22届618购物节再创销售纪录，业绩超出该行预期(对比高盛预测，京东零售2025年第二季度营收同比增长13%/GMV同比增长13%)，予“买入”评级，12个月目标价为48美元/187港元。
报告指，京东618表现强劲，交易用户同比增长100%，远高于行业水平。京东宣布总订单量达22亿单，日均约1150万单(含京东零售线上+线下订单，以及峰值达2500万单的外卖订单)，外卖与京东零售商品的交叉销售表现良好。
京东创始人兼董事长描绘了公司在国内零售及六大新业务的长期战略蓝图，包括外卖、物流、国际化，以及进军旅游住宿预订行业，并推出长达3年的零佣金策略，但该行预计京东在旅游本地服务领域将采取长期渐进的策略。
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