京东对外卖业务的表述要点（业绩会&callback）_老虎社区_美港股上老虎

京东对外卖业务的表述要点（业绩会&callback）

卓哥投研笔记2025-11-14

我之前一篇文章大摩：京东，凛冬将至为什么还没有被删？不是京东没有投诉我，京东已经投诉我两次了哈，第一次投诉是当天晚上8点半，但投诉第二天早上10点就被微信团队否了。否了之后，京东又接着投诉，目前投诉结果未知。所以这一篇文章我将站在京东立场，为京东站台。以下为京东业绩会和callback中对外卖的表述要点：1.外卖Q3亏损相对于Q2是收窄的，新业务Q3亏损金额环比扩大主要因为京喜和国际业务，而非外卖...

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正直的人
·2025-11-14
所以继续大跌，投入不停，市场又担心打不赢，大概率也不可能扭亏为盈，最后还得关
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