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《大行報告》匯豐研究下調京東-SW(09618.HK)目標價至203元 評級「買入」
匯豐環球研究發表報告,預料京東-SW(09618.HK)次季收入按年升5.5%至2,820億元人民幣,其中京東零售按年升2.5%,而3P貢獻佔比應持續按年上升;該行預料,毛利率擴張、提高效率、以及收窄新業務虧損,均可抵銷京東零售的高投資。 該行表示,將京東全年收入預測由3%上調至5%,主要是受惠618活動,令次季表現有機會勝於預期,惟維持明年及2025年收入預測不變。該行表示,將其目標價由222元下調至203元,維持其評級為「買入」。
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