+关注
高宁0618
暂无个人介绍
IP属地：江苏
93
关注
0
粉丝
4
主题
0
勋章
主贴
热门
高宁0618
2023-03-29
优秀
【券商聚焦】高盛维持京东集团(09618)“买入”评级 指集团专注重建低价消费者心智份额
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3556805708891142,"uuid":"3556805708891142","gmtCreate":1593711686926,"gmtModify":1664893581795,"name":"高宁0618","pinyin":"gn0618gaoning0618","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/aa3eaaf283ae14a87abfc234e58d276a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":93,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":659240626,"gmtCreate":1680095262265,"gmtModify":1680096442902,"author":{"id":"3556805708891142","authorId":"3556805708891142","name":"高宁0618","avatar":"https://static.tigerbbs.com/aa3eaaf283ae14a87abfc234e58d276a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"优秀","listText":"优秀","text":"优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659240626","repostId":"2323494842","repostType":2,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":659240626,"gmtCreate":1680095262265,"gmtModify":1680096442902,"author":{"id":"3556805708891142","authorId":"3556805708891142","name":"高宁0618","avatar":"https://static.tigerbbs.com/aa3eaaf283ae14a87abfc234e58d276a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"优秀","listText":"优秀","text":"优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659240626","repostId":"2323494842","repostType":2,"repost":{"id":"2323494842","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1680059966,"share":"https://www.laohu8.com/m/news/2323494842?lang=&edition=full","pubTime":"2023-03-29 11:19","market":"us","language":"zh","title":"【券商聚焦】高盛维持京东集团(09618)“买入”评级 指集团专注重建低价消费者心智份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2323494842","media":"凤凰网港股","summary":"高盛发研报指，京东集团管理层于3月28日在非投资路演中重申，公司专注于通过各种举措重建日常低价消费者的心智份额，同时扩大其3P生态系统，并进一步分享通过专门采购和效率提升1P竞争力的战略业务调整。管理层称，补贴计划旨在扩大现有客户的钱包份额，重新激活老用户并吸引新用户。维持京东“买入”评级及目标价83美元/323港元，看好其领先的零售规模，独特的1P在线直销+市场模式，以及行业领先的内部仓储和供应链能力。","content":"<html><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/JD\">京东</a>集团(09618)管理层于3月28日在非投资路演中重申，公司专注于通过各种举措（包括补贴计划和9.9元产品免费送货渠道）重建日常低价消费者的心智份额，同时扩大其3P生态系统，并进一步分享通过专门采购和效率提升1P竞争力的战略业务调整。</p><p>管理层称，补贴计划旨在扩大现有客户的钱包份额，重新激活老用户并吸引新用户。同时考虑到参与者都相当理性，而且公司在补贴计划上的支出可控，因此行业内发生大规模补贴价格战的可能性很小。此外，此前为了追求增长，公司在超市品类中开发了多种商业模式，其中部分模式无法扩展或无法盈利。公司将从今年第二季度开始逐步调整低效的商业模式，并将资源配置转移到发展长尾产品的3P生态系统，提升客户体验。排除自愿业务调整，日用商品类别一直在增长并持续提高利润率。</p><p>该行认为，投资者的主要关注点主要是补贴计划战略、1P/3P前景（管理层认为长期1P为40%；3P为60%的组合）、低端市场扩张、业务调整影响和商家盈利能力。维持京东“买入”评级及目标价83美元/323港元，看好其领先的零售规模，独特的1P在线直销+市场模式，以及行业领先的内部仓储和供应链能力。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】高盛维持京东集团(09618)“买入”评级 指集团专注重建低价消费者心智份额</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【券商聚焦】高盛维持京东集团(09618)“买入”评级 指集团专注重建低价消费者心智份额\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-03-29 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/JD\">京东</a>集团(09618)管理层于3月28日在非投资路演中重申，公司专注于通过各种举措（包括补贴计划和9.9元产品免费送货渠道）重建日常低价消费者的心智份额，同时扩大其3P生态系统，并进一步分享通过专门采购和效率提升1P竞争力的战略业务调整。</p><p>管理层称，补贴计划旨在扩大现有客户的钱包份额，重新激活老用户并吸引新用户。同时考虑到参与者都相当理性，而且公司在补贴计划上的支出可控，因此行业内发生大规模补贴价格战的可能性很小。此外，此前为了追求增长，公司在超市品类中开发了多种商业模式，其中部分模式无法扩展或无法盈利。公司将从今年第二季度开始逐步调整低效的商业模式，并将资源配置转移到发展长尾产品的3P生态系统，提升客户体验。排除自愿业务调整，日用商品类别一直在增长并持续提高利润率。</p><p>该行认为，投资者的主要关注点主要是补贴计划战略、1P/3P前景（管理层认为长期1P为40%；3P为60%的组合）、低端市场扩张、业务调整影响和商家盈利能力。维持京东“买入”评级及目标价83美元/323港元，看好其领先的零售规模，独特的1P在线直销+市场模式，以及行业领先的内部仓储和供应链能力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=f0253a4f281fd12c9a5c3e444d5f34a1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323494842","content_text":"高盛发研报指，京东集团(09618)管理层于3月28日在非投资路演中重申，公司专注于通过各种举措（包括补贴计划和9.9元产品免费送货渠道）重建日常低价消费者的心智份额，同时扩大其3P生态系统，并进一步分享通过专门采购和效率提升1P竞争力的战略业务调整。管理层称，补贴计划旨在扩大现有客户的钱包份额，重新激活老用户并吸引新用户。同时考虑到参与者都相当理性，而且公司在补贴计划上的支出可控，因此行业内发生大规模补贴价格战的可能性很小。此外，此前为了追求增长，公司在超市品类中开发了多种商业模式，其中部分模式无法扩展或无法盈利。公司将从今年第二季度开始逐步调整低效的商业模式，并将资源配置转移到发展长尾产品的3P生态系统，提升客户体验。排除自愿业务调整，日用商品类别一直在增长并持续提高利润率。该行认为，投资者的主要关注点主要是补贴计划战略、1P/3P前景（管理层认为长期1P为40%；3P为60%的组合）、低端市场扩张、业务调整影响和商家盈利能力。维持京东“买入”评级及目标价83美元/323港元，看好其领先的零售规模，独特的1P在线直销+市场模式，以及行业领先的内部仓储和供应链能力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
