《大行》招商证券料京东(JD.US)首季收入增长持续跑赢大盘

阿斯达克财经04-17

招商证券发表报告，预计京东(JD.US) 首季收入将达到2,570亿元人民币，按年增长5.8%，京东零售收入按年增长4.8%。京东表示商品成交额在1至2月录得高单位数的良好按年增长，快于社零5.5%的按年增速，同时，1月是第一季表现最强劲的月份，2月和3月则较为疲软。第三方货币化率水平仍较低，主要因为公司短期目标是通过降低佣金收入扶持商家从而拉动业务增长，但广告业务有一定改善。报告指，京东估值仍...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2428330418?lang=zh_CN&edition=full","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20240416143437743_s.jpg","is_english":false,"pubTime":"2024-04-17 10:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2428330418","market":"sh","top_or_hot":-1,"title":"《大行》招商证券料京东(JD.US)首季收入增长持续跑赢大盘","media":"阿斯达克财经","content":"<div>\n<p>招商证券发表报告，预计京东(JD.US)  首季收入将达到2,570亿元人民币，按年增长5.8%，京东零售收入按年增长4.8%。京东表示商品成交额在1至2月录得高单位数的良好按年增长，快于社零5.5%的按年增速，同时，1月是第一季表现最强劲的月份，2月和3月则较为疲软。第三方货币化率水平仍较低，主要因为公司短期目标是通过降低佣金收入扶持商家从而拉动业务增长，但广告业务有一定改善。报告指，京东估值仍...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1342881/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》招商证券料京东(JD.US)首季收入增长持续跑赢大盘</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》招商证券料京东(JD.US)首季收入增长持续跑赢大盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1342881/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>招商证券发表报告，预计京东(JD.US)  首季收入将达到2,570亿元人民币，按年增长5.8%，京东零售收入按年增长4.8%。京东表示商品成交额在1至2月录得高单位数的良好按年增长，快于社零5.5%的按年增速，同时，1月是第一季表现最强劲的月份，2月和3月则较为疲软。第三方货币化率水平仍较低，主要因为公司短期目标是通过降低佣金收入扶持商家从而拉动业务增长，但广告业务有一定改善。报告指，京东估值仍...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1342881/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0315178854.USD","symbol_name":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1342881/latest-news/AAFN","article_id":"2428330418","we_media_id":null,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20240416143437743_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2428330418","pubTimestamp":1713320520,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"招商证券发表报告，预计京东首季收入将达到2,570亿元人民币，按年增长5.8%，京东零售收入按年增长4.8%。报告指，京东估值仍处于低位，目前估值相当于2024和2025财年前瞻市盈率7.8倍和6.9倍，公司坚持的低价策略、百亿补贴、以及内容生态建设在稳定市占率上初见成效。该行对京东盈利预测进行小幅调整，维持目标价36美元不变。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89618":"京东集团-SWR","600999":"招商证券","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0594300419.USD":"富达中国消费基金A","BK4526":"热门中概股","09618":"京东集团-SW","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK4503":"景林资产持仓","BK1610":"ETF&股票定投概念","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","BK4505":"高瓴资本持仓","BK0183":"MSCI概念","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1142":"互联网与直销零售","BK4504":"桥水持仓","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","JD":"京东","BK0276":"资本市场","06099":"招商证券","LU0048580855.USD":"富达大中华区A","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK1575":"同股不同权","BK4524":"宅经济概念","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","BK1147":"投资银行业与经纪业","SG9999002463.SGD":"LionGlobal China Growth SGD","IE0008368742.USD":"首域中国增长基金I Acc","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK4531":"中概回港概念","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4220":"综合零售","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","LU0051755006.USD":"摩根大通中国A (dist)"},"translate_title":"\"Daxing\" China Merchants Securities expects JD.com (JD.US) to continue to outperform the market in revenue growth in the first quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"600999":1,"09618":1,"06099":1,"JD":1},"content_text":"招商证券发表报告，预计京东(JD.US)  首季收入将达到2,570亿元人民币，按年增长5.8%，京东零售收入按年增长4.8%。京东表示商品成交额在1至2月录得高单位数的良好按年增长，快于社零5.5%的按年增速，同时，1月是第一季表现最强劲的月份，2月和3月则较为疲软。第三方货币化率水平仍较低，主要因为公司短期目标是通过降低佣金收入扶持商家从而拉动业务增长，但广告业务有一定改善。报告指，京东估值仍处于低位，目前估值相当于2024和2025财年前瞻市盈率7.8倍和6.9倍，公司坚持的低价策略、百亿补贴、以及内容生态建设在稳定市占率上初见成效。该行预计，近期股东回报约为8%，包括3%现金股息加5%回购，估值吸引。该行对京东盈利预测进行小幅调整，维持目标价36美元不变。评级“增持”。(ha/u)(美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2428330418"}