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“雙十一”阿裏交易額增速明顯下滑,京東穩健並看好其四季度業績

中金公司稱,“雙十一”購物節中阿裏巴巴商品交易總額增速較去年明顯下滑;而京東在高基數、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,看好公司四季度業績表現。

分析師白洋等在報告中指出,阿裏巴巴雙十一期間商品交易總額5,403億元,同比增長8.45%,去年同期同口徑增速爲26%。

京東商品下單金額3,491 億元,同比增長29%,較去年同比33%的增長有小幅下滑。3C數碼及快消品類需求仍較爲強勁,首推“晚8點不熬夜”消費體驗更佳。

雙十一正漸漸步入新常態,除了成交額的增長,電商平臺也將更多關注商家及消費者兩端的可持續發展。

花旗分析師Alicia Yap等在報告中指出,阿裏交易額增速不及花旗此前10-15%的增速預期,不過因更激烈的競爭、宏觀經濟疲軟等也並不意外。

Jefferies分析師Thomas Chong等在報告中指出,京東的雙十一數據堅定了對公司樂觀的看法。

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