京東(09618.HK)隨美股逆升5.6%創逾八個月高 野村指上季收入勝預期重申「買入」評級
恆生科技指數三連跌,承昨天急挫3%弱勢,今早最多再跌近2.1%低見6,341,現報6,391,續跌1.3%。30只科指成份股普遍受壓。
然而,憧憬「染藍」的京東集團-SW(09618.HK)上季收入年升25.5%,野村指增速勝預期,維持京東美股(JD.US)目標價95美元,重申「買入」評級。京東美股昨晚股價高見89.29美元,收88.1美元,回升近6%。本港京東股價也扭兩連吐,今早高見345元創逾八個月高,現報341.2元,回升5.6%,成交增至493萬股,涉資16.78億元。
京東集團公佈,第三季業績盈轉蝕28.07億人民幣(上年同期賺75.6億元人民幣),但期內收入按年升25.5%至2,187.08億人民幣。若按非公認會計準則計,第三季淨利潤按年僅跌9%至50.48億元人民幣。高盛績後指,京東集團季績穩固,再次展示公司於「在線零售+綜合供應鏈」模式在同業中的獨特優勢,儘管期間內地消費趨勢普遍疲軟,但京東仍能獲得更多份額,而用戶增長健康,帶動收入增長顯着超過行業。
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