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《大行報告》高盛:京東618表現略超出預期
高盛發表研究報告指,京東(09618.HK)的618購物節表現略超出預期,這是受惠於平臺注重價格競爭力、中小商家提高參與度及內容參與度提升。京東營業的首10分鐘、首28小時和全期表示略高於該行預期。同時,在6月18日舉行的京東20週年慶典,管理層概述了目標是服務中國10億用戶,特別注重產品選擇和性價比,並滲透到低端市場;專注於技術,及發展其國際供應鏈能力。 該行予集團「買入」評級,維持目標價256元,認爲其具有領先的零售商規模,獨特的線上直銷及市場模式輔以內部倉儲和供應鏈能力。
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