《大行》汇研重申京东(JD.US)“买入”评级 目标价38美元

阿斯达克财经
Sep 04

汇丰研究发表报告指,京东(09618.HK) 继续预期第三季京东零售录得低单位数增长。其中因9月新机发布预期有明显加价风险,智能手机需求仍不明朗电子产品或未能重返正增长;日用百货业务则继续录得强劲高单位数至双位数增长。外卖业务方面,受益于补贴效率提升,单位经济效益改善,预计第三季亏损将按季适度收窄,并于第四季延续收窄趋势。另外,京东次季研发费用按年增长38%,占收入2.1%。管理层重申不会优先开发...

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