《大行》瑞银降京东(09618.HK)目标价至195元 加大食品配送投资

阿斯达克财经
Jul 14, 2025

瑞银发表研究报告指,京东-SW(09618.HK) (JD.US)  自4月以来迅速扩大食品配送订单量,而且行业竞争加剧。就第二季而言,该行根据估计平均每日订单为1,200万至1,300万,以及每单8至9元人民币的UE损失计算,估计集团的餐饮外卖投资为100亿元人民币。展望未来,瑞银预期京东在食品配送方面的投资仍会以投资回报率为重点,在第三季季节性强劲的销量与改善用户体验之间取得平衡。该行预计集团...

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