金吾财讯 | 外卖三巨头股价疲软，京东(09618)跌3.52%，阿里巴巴(09988)跌3.04%，美团(03690)跌2.41%。京东公布中期业绩，其中新业务的经营亏损为147.77亿元，较去年同期亏损的6.95亿元扩大20.3倍，招银国际指出，京东次季Non-GAAP净利润为 74 亿元人民币，同比下降49%，这是由于对外卖业务的额外投资所致。新业务的经营亏损较该行之前预期的106 亿元更高，主因外卖投入较预期更高。鉴于订单量的增加，该行预计3Q25外卖业务的经营亏损将环比扩大。市场分析指出，两大对手美团和阿里对应对京东价格威胁不惜成本，预料冲击同样会在各自次季业绩上浮现，两股今日同受压。
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