京东最难的一年要来了今年的双十一,比往年更安静。热闹在直播间,沉默在货架电商。而京东,则在这个节点迎来了最不愿意面对的一份“报告单”。11月9日,摩根士丹利发布了一份题为《京东,凛冬将至》的研报,将京东评级下调至“减配”,目标价定位28美元,直言京东是未来12个月处境最差的电商股。拼多多靠低价抢占用户心智疯狂崛起,阿里回归“淘宝优先”后重拾增长,抖音正把直播电商做成一条新的供应链,三股力量像三把...
Source Link京东最难的一年要来了今年的双十一,比往年更安静。热闹在直播间,沉默在货架电商。而京东,则在这个节点迎来了最不愿意面对的一份“报告单”。11月9日,摩根士丹利发布了一份题为《京东,凛冬将至》的研报,将京东评级下调至“减配”,目标价定位28美元,直言京东是未来12个月处境最差的电商股。拼多多靠低价抢占用户心智疯狂崛起,阿里回归“淘宝优先”后重拾增长,抖音正把直播电商做成一条新的供应链,三股力量像三把...
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