大行評級|招銀國際:維持京東“買入”評級 預計首季收入同比增長12.2%
招銀國際發表研究報告指,在全國實施補貼計劃的推動下,預計京東今年第一季的總收入爲2919億元,同比增長12.2%,又料non-GAAP淨利潤將按年增長21%。該行認爲,與同行相比,由於京東在美國市場的收入較少,因此受潛在關稅的影響較小,而且由於其在電子產品和家電類別的GMV較高,因此更能受惠於全國性的以舊換新和補貼計劃。該行維持集團2025至27年的盈測,續予目標價55美元及“買入”評級。
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