京东集团2025年第四季度及全年业绩亮点颇多,零售业务利润创历史新高,物流板块增长提速,叠加积极的股东回报政策,提振投资者信心。高盛3月6日发布研报指出,尽管受政府以旧换新补贴高基数影响,京东零售四季度收入同比小幅下滑,但广告收入强劲增长、食品外卖亏损持续收窄,叠加管理层对2026年给出的审慎乐观指引,均超出市场预期。报告表示,京东是中国互联网领域被低估的差异化企业,其兼具大规模零售商体量、独特的...
Source Link京东集团2025年第四季度及全年业绩亮点颇多,零售业务利润创历史新高,物流板块增长提速,叠加积极的股东回报政策,提振投资者信心。高盛3月6日发布研报指出,尽管受政府以旧换新补贴高基数影响,京东零售四季度收入同比小幅下滑,但广告收入强劲增长、食品外卖亏损持续收窄,叠加管理层对2026年给出的审慎乐观指引,均超出市场预期。报告表示,京东是中国互联网领域被低估的差异化企业,其兼具大规模零售商体量、独特的...
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