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大行評級|大和:重申京東“買入”評級 預期首季收入增長勢頭依然強勁
格隆匯 04-11 14:33
大和發表研報指,受到以舊換新政策的推動,京東今年首季收入增長勢頭預期依然強勁,預測第二季仍能延續強勢,次季收入增幅預測達到雙位數百分比。雖然市場對美國加徵關稅感到擔憂,但大和指出京東受美國關稅政策影響屬微乎其微,關稅紛爭更可能促進更多國內產品供應。該行目前預測京東首季總收入及零售業務收入將按年增長12%,Non-GAAP淨利潤預期達到107億元,重申“買入”評級,目標價維持216港元。
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