摩根大通发表报告指，京东物流自2024年第二及第三季净利润率达到高峰以来，管理层首度指引利润率将出现转折点，海外扩张进入新规模阶段，利润率提升已成为核心主题。该行认为此为结构性转折点，公司重新聚焦可持续盈利能力与行业领导地位，有望催化中国物流股整体估值重估。该行维持对该股的“增持”评级及目标价15港元。
摩根大通发表报告指，京东物流自2024年第二及第三季净利润率达到高峰以来，管理层首度指引利润率将出现转折点，海外扩张进入新规模阶段，利润率提升已成为核心主题。该行认为此为结构性转折点，公司重新聚焦可持续盈利能力与行业领导地位，有望催化中国物流股整体估值重估。该行维持对该股的“增持”评级及目标价15港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.