国内三大电商巨头中——京东最先发布了 4 季度的业绩,概括来看,属于在足够低的预期下,大体达标的业绩表现,具体来看:1、国补退坡,营收增长大跳水:整体业绩上,本季京东总营收同比增长大幅下滑至 1.5%,增速环比跳水超 13pct。背后核心原因,此前京东是最受益国补利好,打下了高基数,随着国补退坡,受到的打击也最大。不过由于市场已有充分预期,实际表现反比彭博上卖方的预期稍好些。2、通电产品最大拖累,...
Source Link国内三大电商巨头中——京东最先发布了 4 季度的业绩,概括来看,属于在足够低的预期下,大体达标的业绩表现,具体来看:1、国补退坡,营收增长大跳水:整体业绩上,本季京东总营收同比增长大幅下滑至 1.5%,增速环比跳水超 13pct。背后核心原因,此前京东是最受益国补利好,打下了高基数,随着国补退坡,受到的打击也最大。不过由于市场已有充分预期,实际表现反比彭博上卖方的预期稍好些。2、通电产品最大拖累,...
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