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美股異動|京東升超2% 機構預計上季財報續受益於以舊換新國補政策
格隆匯 01-22 23:25
京東(JD.US)升超2%,報39.285美元。消息面上,交銀國際發表研究報吿指,京東受惠於以舊換新政策,當中涉及品類及規模擴大將持續利好京東帶電品類銷售,供應鏈效率持續改善。因此,該行分別上調集團2024年第四季的收入及利潤預測3%和12%。該行預計,京東今年的利潤仍有望維持健康增長,將目標價由217港元上調至233港元,維持“買入”評級。招商證券發表研報指,預計京東2024年第四季度收入將達3,340億元人民幣,按年增長9%,按季增長加速;京東零售商品成交金額(GMV)將實現高單位數按年增長,且按季加速,同時推動京東零售收入按年增長9.5%。該行解釋,上調預期主要反映了自去年9月以來以舊換新國補政策所帶來的超預期增長。(格隆匯)

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