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美股異動|京東盤前升超4% 瑞銀重申其作為內地電商板塊首選股
格隆匯 01-14 17:22
京東(JD.US)盤前升4.7%,報34.96美元。瑞銀最新發研報指,自中國在去年8月底推出家電以舊換新補助政策後,消費者情緒在第四季逐漸回穩。由於京東在家電和3C電子領域的GMV佔比高達60%,其表現理應優於行業和中國零售業。瑞銀指出,進入2025年,以舊換新補貼延長和類別擴展應可減輕市場對京東今年收入增長的憂慮,消費者和品類的滲透率仍有提升空間。該行重申京東作為內地電商板塊首選股,考慮市場低預期、估值不高,以及宏觀刺激措施帶來上行空間,認為京東風險回報吸引,予美股目標價64美元,評級“買入”。(格隆匯)

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