**核心观点**J&T Express(极兔速递,股票代码1519HK)在2025年第一季度表现出强劲的业务增长,包裹量同比增长31%,尤其在东南亚市场和中国市场表现突出。然而,由于中国市场的激烈价格竞争,分析师下调了对其未来两年的盈利预测,并将目标价从10港元下调至6.9港元。尽管如此,基于其在东南亚市场的强大竞争力及全球扩展潜力,维持“买入”评级。**业务亮点与区域分析**J&T ...
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