大摩：上调京东物流(02618)评级至“增持” 目标价升至16.2港元

智通财经03-17

智通财经APP获悉，大摩发布研报称，将京东物流(02618)评级由“与大市同步”上调至“增持”，同时将2026-2027年每股盈利预测分别上调11%及15%，目标价由12.8港元升至16.2港元。报告中称，京东物流2026年业绩强劲增长部分归因于比较基数，但认为利润率走势才是驱动公司估值的主因。随着利润率在2026年重回扩张轨道，该行预期每股盈利增长与估值重估将带来上行空间。京东物流现价相当于...

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