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《大行報告》華泰證券:京東(JD.US)營收增長或短期承壓 下調目標價至46.34美元
華泰證券發表報告指,考慮到消費情緒的恢復仍需一定時間,預計京東(JD.US)營收增長或將短期承壓。但在持續推進的業務轉型中,京東零售專注於用戶側低價心智的打造與商戶生態的改善,可能幫助其在邁出短期逆風期及高基數效應消散後重拾健康的增長趨勢。 該行將京東今年至後年收入預測分別小幅下調0.8%至1.1/1.2/1.3萬億元人民幣,微調非GAAP淨利潤預測至337/371/452億元人民幣,之前預測為322/374/455億元人民幣。目標價由47.72美元下調至46.34美元,評級「買入」。
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