智通财经APP获悉，中金发布研报称，预测京东集团(09618,JD.US)第三财季营收将年增14%至2971亿元人民币(下同)，高于该行先前预期，对应非通用准则净利率1.5%。中金调高京东2025年经调整净利预测1.8%至275亿元，维持2026年盈利预测384亿元;维持“跑赢行业”的投资评级及目标价41美元，对应2026年11倍经调整本益比和28.7%上行空间;目前股价对应25/26年12/8倍经调整本益比。
中金预计，京东第三财季日百类别仍能维持较快增速，零售业务利润率稳健及外送优于预期，或带动第三财季净利润超此前预期。
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