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美股異動|京東盤前升超4% 獲多家大行上調目標價 以舊換新政策支持上季強勁表現
格隆匯 01-21 17:09
京東(JD.US)盤前升超4%,報40.58美元。消息面上,截至1月20日12點,北京、湖北、江蘇、浙江、陝西國補活動已全面上線京東,其他省市活動也在陸續上線中。國補上線省市中,手機產品銷量環比增長200%、平板增長300%,同時智能手錶也受到青睞,尤其是智能兒童手錶增長100%。麥格理髮表研報指,中國消費者已經接受“以舊換新”計劃,同時看到京東的促銷活動更加強勁,預計京東零售2024財年第四季營收將年升11%;利潤率將按年穩步提升;經調整營業利潤率將按年增加50個基點至3.1%。該行將ADR目標價由57美元上調至59美元;H股目標價由217港元上調至225港元,予“跑贏大市”評級。另外,大華繼顯指,受惠於持續的以舊換新計劃,支持京東持續在用户為核心策略及供應鏈效益的投資回報為核心的投資,以提振盈利增長。該行維持對京東“買入”評級,目標價由197港元上調至200港元。(格隆匯)
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