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《大行報告》摩通:「618」銷售顯示消費者開支遠未恢復正常水平 電商下半年增長前景仍未明朗
摩根大通發表報告,指若以京東(09618.HK)為參考點,認為在618促銷期間披露的有限度商品交易額數據表明,今年第二季收入表現總體上應該好於電子商務公司提供的謹慎指引,不過618的銷售增長勢頭也顯示,消費支出遠未恢復正常水平,下半年增長前景仍不明朗。 摩通表示,投資者仍需留意未來幾個月的數據,這意味著該行業的跑贏表現也可能需要短暫停止,但該行仍對未來3-6個月的看法持樂觀態度。該行目前在中大型股中首先看好阿里巴巴(09988.HK)(BABA.US),期後依次為拼多多(PDD.US)、京東(09618.HK)(JD.US)、唯品會(VIPS.US)。
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