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大行評級|花旗:重申京東“買入”評級 預期首季度收入及利潤均錄得雙位數增幅
格隆匯 04-11 14:35

花旗發表研報,預期京東2025年首季度收入及利潤均將錄得雙位數按年增幅,符合市場預期,目前預測首季收入及Non-GAAP淨利潤將按年增長11%至2,890億及99億元,主要來自於智能手機、電腦及電子產品的強勁需求,以及家電銷情改善的帶動。

展望未來,雖然美國關稅紛爭帶來宏觀不確定性,但花旗認爲,京東在跨境銷售和進口業務佔比較少,相信應對關稅影響時處於相對有利位置,憧憬中國當局繼續通過以舊換新政策刺激內需及鼓勵出口轉內銷,京東將因此受惠,重申“買入”評級,給予美股目標價56美元。

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