《大行報告》高盛:京東(09618.HK)「雙11」銷售創新高及吸引年青用戶 重申「確信買外」名單
高盛發表報告,京東(09618.HK)「雙11購物節」期間總商品交易額達到對手阿裏巴巴(09988.HK)旗下網購平臺的65%,並在期間吸引了新用戶,尤其是年輕用戶,進一步滲透了低線城市,引入了新品牌和本地品牌等。
該行相信購物節能支持京東在今年第四季收入按年增長22%。該行對京東持「買入」評級及「確信買外」名單,目標價477元。
該行指京東在「雙11」期間,新加入的客戶中,三線或以下城市佔77%,中小型品牌按年增加了4倍,綜合渠道銷售額按年增加1.01倍。
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