预测2Q25 Non-GAAP净利润为43 亿元我们预测2Q25 京东收入同增15.3%至3359 亿元,集团非通用准则净利润同比下滑70%至43 亿元,对应非通用准则净利润率为1.3%。关注要点我们预计2 季度GMV 及收入保持较快的同比增速:经营数据:我们预计2Q25 GMV 同比增速为14.6%,延续1Q 的较快增速,主要受到国补政策及购物节大促的带动,其中我们预计2 季度1P GMV 增速...
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