大行评级|花旗:重申京东“买入”评级 预期首季度收入及利润均录得双位数增幅
花旗发表研报,预期京东2025年首季度收入及利润均将录得双位数按年增幅,符合市场预期,目前预测首季收入及Non-GAAP净利润将按年增长11%至2,890亿及99亿元,主要来自于智能手机、电脑及电子产品的强劲需求,以及家电销情改善的带动。
展望未来,虽然美国关税纷争带来宏观不确定性,但花旗认为,京东在跨境销售和进口业务占比较少,相信应对关税影响时处于相对有利位置,憧憬中国当局继续通过以旧换新政策刺激内需及鼓励出口转内销,京东将因此受惠,重申“买入”评级,给予美股目标价56美元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.