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　　高盛发布研报称，9月全国网上零售商品GMV增长放缓至大致持平，同比升幅仅0.1%，低于8月的同比增长2.2%；网上服务销售则同比增长8.3%，高于8月的同比增长4.9%。整体零售销售同比增长1.1%，高于该行预期的0.3%及市场预期的0.5%，改善主要由线下商品及餐饮销售带动。

　　报告中称，计及9月最新数据，第三季网上GMV及包裹量增长分别约为同比升2%及约3%，低于高盛原先预期的3%及4%。高盛相应将2026年行业网上GMV及包裹量增长预测由同比升4%及5%下调至3%及4%，并预计第四季分别同比增长2%及4%（原先料分别升5%及6%）。

　　高盛指，即时零售及外卖业务同比改善，将推动阿里巴巴-W（09988）及京东集团-SW（09618）截至9月底止季度业绩表现，目前预测阿里截至9月底止次财季云业务收入增长加快，电商盈利回稳，撇除即时零售的电商业务盈利料同比增长1%，CMR则预期下跌5%，每股盈利预测有上调空间，维持“买入”评级及目标价172港元。该行亦维持京东“买入”评级及目标价169港元。高盛对美团-W（03690）评级同为“买入”，目标价123港元，预测第三季外卖EBIT将录得约6亿元人民币。

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