You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》里昂:補貼戰令京東(09618.HK)及阿里(09988.HK)次季即時零售業務虧損100億人幣
里昂發表研究報告指,中國互聯網行業即時服務補貼大戰於第二季升級,京東(09618.HK)(JD.US)今年4月起進軍外賣服務並推出高額補貼後,阿里巴巴(09988.HK)(BABA.US)及美團(03690.HK)先後於6月及7月跟隨,大幅提升對外賣及閃購業務的補貼力度。 該行預計,京東及阿里第二季即時零售業務將錄得約100億元人民幣虧損,第三季虧損可能分別增至約130億元人民幣及150億至200億元人民幣,而美團的增量補貼開支預料為阿里的約一半。里昂同時預期,受到同業競爭影響,美團的每單即時服務利潤將受壓。 里昂認為補貼戰帶來的影響在未來兩個季度仍會對公司盈利表現造成拖累。里昂目前首選為阿里巴巴,其次為美團,看好AI雲領域優勢。
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.
uSMART
Wealth Growth Made Easy
Open Account