摩根大通发表报告指出，覆盖京东-SW(09618.HK) H股及京东(JD.US) 美股予“增持”评级，H股目标价148港元，美股目标价38美元，基于预测2027年市盈率9倍(三年平均)，相当于10倍2026年预测市盈率。该行认为，京东利润率正在恢复，新业务亏损收窄，近期收入疲弱似乎更多与去年同期国家补贴的高基数比较有关，而非市占率流失。该行指，京东2026年第二季集团收入按年跌2.9%至3,...
Source Link摩根大通发表报告指出，覆盖京东-SW(09618.HK) H股及京东(JD.US) 美股予“增持”评级，H股目标价148港元，美股目标价38美元，基于预测2027年市盈率9倍(三年平均)，相当于10倍2026年预测市盈率。该行认为，京东利润率正在恢复，新业务亏损收窄，近期收入疲弱似乎更多与去年同期国家补贴的高基数比较有关，而非市占率流失。该行指，京东2026年第二季集团收入按年跌2.9%至3,...
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