京东二季报:一次不张扬但足够彻底的战略换挡

红星资本局
Aug 14

京东(09618.HK)最新发布的二季报,像是一道故意出的反直觉题。  收入在往下走,利润却在往上蹿。如果只看收入这一栏,很多人会觉得京东在退潮;可如果翻到利润表,又会发现这家公司其实是在憋一口很大的气。  这两种截然相反的信号同时出现在一份财报里,恰恰说明了一件事:京东正在经历一次不那么张扬,但足够彻底的战略换挡。  在财报发布后的业绩电话会上,京东集团CEO许冉表示,第二季度,集团的净利润进入...

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