大行評級|大摩:預期京東首季收入及淨利潤將實現雙位數增長 予其目標價41美元
摩根士丹利發表研報指,預期京東2025財年首季將實現雙位數的收入及淨利潤增長,主要受惠於擴展至智能手機及其他電子產品類別的“以舊換新”計劃。至於2025財年全年預測,該行預計京東全年總收入將按年增長9.6%,非GAAP淨利潤將按年增長9.6%,隱含非GAAP淨利潤率為4.13%。大摩將京東目標價定於41美元,給予“與大市同步”評級。
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