大摩:《京东,凛冬将至》!回应来了?

上市之家
Nov 14

一份长达35页的看空报告,似要将京东打入深渊。11月9日,摩根士丹利(大摩)以《京东,凛冬将至》为题,发布了一份研报,并将京东评级下调至“减配”,直言其为未来12个月处境最差的电商股。今天,京东第三季度财报正式发布,电话会上,高管们回答的多个问题,正面回答了大摩的“指控”。大摩的三重暴击:国补退坡、增长失速与历史困局大摩的报告开门见山,直指京东的核心软肋。第一重暴击源于“政策红利”的消退。报告通过...

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