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中金:阿里巴巴雙11交易額增速下滑,看好京東第四季度業績表現
格隆匯 11-12 13:05

中金公司發表研究報吿指,“雙十一”購物節,阿里巴巴(9988.HK)商品交易總額增速較去年明顯下滑;而京東(9618.HK)在高基數、整體消費疲軟以及直播帶貨分流部分品類的影響下表現穩健,看好公司第四季度業績表現。

中金續指,阿里巴巴雙十一期間商品交易總額5403億元人民幣,按年增8.45%,京東商品下單金額達3491億元人民幣,按年增長29%,較去年按年33%的增長有小幅下滑,3C數碼及快消品類需求仍較為強勁,首推“晚8點不熬夜”消費體驗更佳。

花旗表示,阿里交易額增速不及該行此前10-15%的增速預期,不過因更激烈的競爭,及宏觀經濟等也並不意外。

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