《大行》高盛:京東(09618.HK)618銷售創紀錄超出預期 維持「買入」評級
高盛發表研究報告指,京東-SW(09618.HK)(JD.US)今年618購物節3C家電、服裝、化妝品及日用品銷售增長較同業領先,推動今年銷售紀錄創新高,超出市場預期,新業務京東外賣更推動集團5月日活躍用戶量達1.69億人創新高,主席劉強東在分享會上闡述集團未來長期發展戰略,涉及穩定幣、酒店旅遊及外賣等業務的規劃。
該行認為,雖然短期內外賣業務仍需投入,預測第二季及全年投資額分別達到100億及300億元人民幣,但憧憬新業務可為平台帶來增量流量,提升交叉銷售效率及推動京東APP成長為超級交易App,維持「買入」評級,H股目標價187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.