国补撑场,京东总算 “出坑” 了

海豚投研
06 Mar

北京时间 3 月 6 日晚美股盘前,$京东(JD.US)公布了 2024 年 4 季度财报,整体来看虽然公司在春节前已指引市场上调了预期,实际表现仍然超期预期。在国补的利好下增长和利润都有不错的表现,详细要点如下:1、自营零售业务,本季实现收入 2810 亿元,同比增长 14%,自 1Q22 近 3 年来首次再回双位数增长。虽然对通电类商品的国家补贴尤其利好京东,已属市场共识,卖方一致预期的增速已...

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