京東業績超預期引領股市上漲，中美貿易進展助力市場信心
京東集團近日發佈了2025年第一季度的財報，業績表現超出市場預期。第一季度，京東實現總收入3011億元人民幣，同比增長15.8%，創下近三年來的收入增速新高。淨營收達到3010.8億元，同比增長16%，也超過了市場預估的2894.4億元人民幣。在利潤方面，京東的經營利潤為人民幣105億元（約合15億美元），較去年同期的77億元大幅增長。調整後EBITDA為137億元人民幣，同比增長27%，也高於預期的126.4億元人民幣。
業務表現亮眼提振信心
京東的核心業務——京東零售繼續表現強勁，收入同比增長16.3%，增速進一步加快，成為公司業績增長的主要驅動力。同時，京東在新業務的拓展上也取得了初步成效，外賣業務成為其中亮點之一。儘管新業務的收入同比增長18.1%，但外賣業務的虧損也顯著擴大，達到了13.27億元人民幣，虧損規模翻番。截至財報發佈後，京東股價上漲超過4%，反映出投資者對公司強勁業績和未來增長潛力的信心。
（圖源：uSMART HK）
中美貿易協議進展激發市場信心
京東集團發佈強勁的第一季度財報後，股價應聲上漲超過4%，顯示出市場對其優異業績和未來增長前景的高度認可。除了公司內部的出色表現，近期中美貿易談判的積極進展也為市場增添了更多信心。在過去幾個月，雙方在多個關鍵領域達成了共識。
美國曾將對中國商品徵收的關稅稅率提高至125%，但如今美方已同意將稅率大幅下調至10%，中國也回應降低對美商品的報復性關稅，從125%降至10%。這一降稅幅度超出市場預期，令投資者對兩國貿易關係的改善持樂觀態度。
消息發佈後，美股期貨大幅上漲，美元匯率隨之躍升，美債收益率上揚，市場對全球經濟前景的信心明顯增強，推動標普500指數大幅上行。
如何在uSMART上購買京東
登入uSMART HK APP之後，從頁面最右上方點擊選擇「搜索」，輸入標的代碼，進入詳情頁瞭解交易詳情和歷史走勢，點擊右下角「交易」，選擇「買入/賣出」功能，最後填寫交易條件後送出訂單即可。
（圖源：uSMART HK）
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