京东自营3C数码表现_老虎社区_美港股上老虎

走马财经
2023-08-16

京东自营3C数码表现中规中矩、略超预期（增速低于行业0.7个百分点）；自营日用百货堪称灾难（增速低于行业20.7个百分点）；利润奶牛第三方广告和佣金业务意外萎靡（增速低于规模庞大4倍多的淘系1.5个百分点，上季度这块他至少还有领先淘系12.9个百分点的）；物流及其他服务收入靠德邦并表维持，下季度该影响将消失（去年Q3开始并表），这一业务增速很可能会降至20%以下。

总体来说，京东交出了一份不太意外的疲软财报，负面预期太多，暂时看不到催化因素，东哥没有退路，只能拼了。$京东(JD)$ $京东集团-SW(09618)$

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马莲
·2023-08-16
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