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大行評級丨高盛:升京東目標價至157港元 維持“買入”評級
高盛上調對京東(9618.HK)今年至2026年經調整淨利潤預測4%至7%及22%至27%,基於經濟規模效應及營運優化,反映京東零售盈利率在更佳採購效率及不同項目盈利率改善下加快擴張,以及京東物流盈利能力提高。該行維持對京東“買入”評級,H股及美股預託證券目標價由149元及38美元,上調至157元及40美元,基於其領先的零售規模,具獨特的第一售賣方直銷與供應鏈能力。
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