【汇丰研究：国补政策持续推动京东今年增长 升目标价至226港元】金十数据3月7日讯，汇丰研究发表研报指，国家以旧换新补贴政策所带来的提振作用，将持续推动京东(09618.HK) 今年增长，虽然部分家电需求已于去年第四季提前释放，导致今年首两个月销售表现不佳，但相信在促销活动的推动下，3月销售增长正在回升，而同时智能手机的强劲销售以及快速消费品持续向好均起到有力的缓冲。汇丰研究表示目前对京东的增长前景更有信心，将今明两年收入预测上调4%，相信随着收入组合调整及供应链效率进一步提升，毛利率将扩张，盈利预测相应上调9%至11%。该行指，尚未充分计及AI长期提升作用，预期未来AI仍可改善京东的物流自动化率，降低长期履约成本，将目标价从207港元上调226港元，维持“买入”评级，预测今年首季集团收入及盈利将按年增长12%及15%。
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