百猫夜行的个人主页 - 老虎社区

百猫夜行

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10-25

$麦当劳(MCD)$ 政治迫害

10-24

$京东(JD)$ 难绷，不拉盘了？

10-24

$波音(BA)$ 卫星炸了嘻嘻

10-23

$麦当劳(MCD)$ 欲加之罪何患无辞

10-23

乐，果然3是最好用的

杨笠阻挡不了京东的步伐

10-22

$京东(JD)$ 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。

10-22

看看讨论区置顶的三条，老虎怕不是也被夺舍了

10-18

$京东(JD)$ 怎么还拉起来了

去老虎APP查看更多动态

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卫星炸了嘻嘻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363495350493312","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363003028127808,"gmtCreate":1729646273841,"gmtModify":1729654039887,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581594109083356","idStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 欲加之罪何患无辞","listText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 欲加之罪何患无辞","text":"$麦当劳(MCD)$ 欲加之罪何患无辞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363003028127808","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362907457454200,"gmtCreate":1729622887793,"gmtModify":1729635035006,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581594109083356","idStr":"3581594109083356"},"themes":[],"htmlText":"乐，果然3是最好用的","listText":"乐，果然3是最好用的","text":"乐，果然3是最好用的","images":[{"img":"https://static.tigerbbs.com/1135ebe51c83cac5181f1c3e42bc9b31"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362907457454200","repostId":"2477535258","repostType":2,"repost":{"id":"2477535258","pubTimestamp":1729612284,"share":"https://www.laohu8.com/m/news/2477535258?lang=&edition=full","pubTime":"2024-10-22 23:51","market":"us","language":"zh","title":"杨笠阻挡不了京东的步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=2477535258","media":"刘宝丹","summary":"挑战在后面。","content":"<html><body><p>作者 |  刘宝丹 周智宇</p>\n<p>编辑 | 张晓玲</p>\n<p>准备在双十一大干一场的<a href=\"https://laohu8.com/S/JD\">京东</a>，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。</p>\n<p>京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。</p>\n<p>10月18日，京东道歉后，股价回涨了2.65%。</p>\n<p>杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨中概股。</p>\n<p>除了政策带来利好刺激，刘强东回归并带领京东死磕低价，也让京东基本面持续改善。</p>\n<p>当然，此次杨笠事件也是一个警示。京东在稳固3C产品基本盘，开拓服装等细分市场之时，用户群体不断扩大，选择代言人也得考虑周全。</p>\n<p>如今，电商市场正在大洗牌，京东面临的是一个前所未有的复杂局面。刘强东能否再次带领京东重现辉煌，依然充满未知数。</p>\n<h2>暴涨</h2>\n<p>中概股时隔三年迎来最大一波回弹，京东是这波资本浪潮中极具风向标意义的存在。</p>\n<p>10月7日，京东股价达47.820美元，创年度新高，相对于3月股价21.180美元，京东股价实现了翻倍式增长。当天京东市值达到689亿美元，创下了19个月以来的新高。</p>\n<p>从9月17日算起，到10月7日的高点，京东港股区间最高涨幅达79.01%，较同期恒生科技指数涨幅高出超20个百分点。京东市值也大涨超2800亿港元。</p>\n<p>京东股价强势复苏背后，美国时隔四年来首次降息，叠加国内央行一揽子政策释放了经济增长的乐观预期，进而引发全球资本流动，中概股迎来集体上涨。</p>\n<p>野村表示，中国在9月底推出的一系列刺激政策注重稳定房地产及振兴消费需求，若消费者的情绪能够改善，预期中国电商板块短期内有潜力跑赢大市。</p>\n<p>电商股因此进入价值重估阶段。9月30日，<a href=\"https://laohu8.com/S/GS\">高盛</a>在最新研报中指出，电商行业将成为中国互联网领域估值重估最重要的领域之一，高盛将电商偏好提升至前两位，与游戏行业并列。</p>\n<p>在这种背景下，京东的强顺周期特点得以凸显，尤其随着以旧换新政策在全国各个省份陆续落地，作为家电消费的主力平台，京东将受益于这一轮消费刺激。</p>\n<p>9月26日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发表报告指，京东股价表现好过KraneShares中概互联网指数及主要电子商务同业同期表现，主要归功于家电以旧换新政策的正面消息及低估值。</p>\n<p>香颂资本董事沈萌认为，京东之前股价受到直播、团购等新兴电商模式的冲击，回调幅度较大。随着刘强东加大对一线经营的力度，引导京东重新回归稳定，再叠加9月以来央行的刺激政策推动二级市场整体向上趋势。</p>\n<p>事实上，在经过了年初股价低点后，京东股价在业绩回暖，以及时隔四年重启资本股份回购的加持下，已经开始出现上涨波段。</p>\n<p>3月6日，京东交出一份亮眼四季报，Non-GAAP（非通用会计准则）净利润84亿元，全年净利润达到352亿元，均超出市场预期，叠加未来三年回购不超过30亿美元的计划，催动京东股价反弹。</p>\n<p>当日收盘，京东美股涨幅达16.18%，创下2022年3月以来的新高，市值涨了近400亿人民币。</p>\n<p>随着这轮中概股复苏，京东一扫<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>退出的阴霾，迎来资本新周期。</p>\n<h2>挑战</h2>\n<p>从2014年上市到2021年中概股巅峰，京东市值从286亿美元迅速攀升至1659亿美元，7年时间涨了5.8倍。随后，京东股价随着中概股低迷而持续下挫。</p>\n<p>如今，京东的资本故事可能迎来关键转折点。</p>\n<p>自从2022年底刘强东回归后，京东开启了一系列改革，战略上，京东通过大力扶持第三方商家实现低价，持续深化生态战略，在电商业务上，京东以采销为突破口，对抗直播电商的强势增长。</p>\n<p>在经过一系列反击后，京东的战略初显成效。8月15日，京东集团公布2024年第二季度业绩，毛利率同比大幅提升137个基点至15.8%，非美国通用会计准则下经营利润和净利润均达到历史新高。</p>\n<p>这一波股价上涨，可以说是对京东过去两年表现的一个肯定。接下来的关键点在于，京东能否持续这种好的态势，毕竟，京东当前市值还不足巅峰时期的一半。</p>\n<p>接下来京东能否抓住这轮机遇，以及京东未来的估值空间到底还有多大的想象力，这是目前资本关注的焦点。</p>\n<p>短期来看，资本市场会受到情绪影响，但长远来看，股价最终会反映经济基本面和京东本身的业绩表现。</p>\n<p>麦格理、野村、花旗、<a href=\"https://laohu8.com/S/03329\">交银国际</a>、海通国际等机构表达了对京东的乐观预期，野村将京东美股目标价调升39.5%至53美元，麦格理重申京东为电商业的首选股。</p>\n<p>麦格理认为，京东在逐步推行的以旧换新政策中，良好地抓住家电和电子产品需求复苏的机会，使其在下半年的收入增长较同业更具韧性。该行预期，京东第三季度收入同比升5%至2600亿元，经调整净利润达115亿元，与市场预期的上限一致。</p>\n<p>瑞银认为，京东中短期具有增长动力，而且估值偏低，由于现价相当于2025年预测市盈率9倍，估值相对便宜，相信京东有更大的盈利惊喜和重估空间。</p>\n<p>未来京东还需要在战略上做出更大的突破，才能带来股价持续上行。</p>\n<p>当前，电商业务面临激烈的市场竞争，京东重点在于挖掘服饰、汽车等垂类赛道，并持续探索线下业务。海外方面，京东目前还很难和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和阿里等竞争对手相比。许冉在二季度电话会上表示，京东将继续聚焦用户体验、价格竞争力和平台生态。</p>\n<p>虽然京东具有战略定力，但影响京东股价的风险因素仍然很多。比如，杨笠事件就是一个案例，请杨笠站台，引发部分京东用户抵制，值此双十一关键阶段，也给它这场翻身仗，蒙上阴影。</p>\n<p>电商正在大洗牌阶段，市场竞争格局正处于动态变化中。在这场史上最激烈的电商大战，刘强东和京东每走一步都必须小心翼翼。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"awtmt_stock","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>杨笠阻挡不了京东的步伐</title>\n<style 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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杨笠阻挡不了京东的步伐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-22 23:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1><strong>刘宝丹</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 |  刘宝丹 周智宇\n编辑 | 张晓玲\n准备在双十一大干一场的京东，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。\n京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。\n10月18日，京东道歉后，股价回涨了2.65%。\n杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/b801ede9-67b8-4e80-9eb9-69ea4a1e7a42.jpeg","relate_stocks":{"89618":"京东集团-SWR","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","BK4524":"宅经济概念","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK4220":"综合零售","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK4588":"碎股","LU0228659784.USD":"施罗德金砖四国基金","BK4526":"热门中概股","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK4503":"景林资产持仓","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" 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张晓玲\n准备在双十一大干一场的京东，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。\n京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。\n10月18日，京东道歉后，股价回涨了2.65%。\n杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨中概股。\n除了政策带来利好刺激，刘强东回归并带领京东死磕低价，也让京东基本面持续改善。\n当然，此次杨笠事件也是一个警示。京东在稳固3C产品基本盘，开拓服装等细分市场之时，用户群体不断扩大，选择代言人也得考虑周全。\n如今，电商市场正在大洗牌，京东面临的是一个前所未有的复杂局面。刘强东能否再次带领京东重现辉煌，依然充满未知数。\n暴涨\n中概股时隔三年迎来最大一波回弹，京东是这波资本浪潮中极具风向标意义的存在。\n10月7日，京东股价达47.820美元，创年度新高，相对于3月股价21.180美元，京东股价实现了翻倍式增长。当天京东市值达到689亿美元，创下了19个月以来的新高。\n从9月17日算起，到10月7日的高点，京东港股区间最高涨幅达79.01%，较同期恒生科技指数涨幅高出超20个百分点。京东市值也大涨超2800亿港元。\n京东股价强势复苏背后，美国时隔四年来首次降息，叠加国内央行一揽子政策释放了经济增长的乐观预期，进而引发全球资本流动，中概股迎来集体上涨。\n野村表示，中国在9月底推出的一系列刺激政策注重稳定房地产及振兴消费需求，若消费者的情绪能够改善，预期中国电商板块短期内有潜力跑赢大市。\n电商股因此进入价值重估阶段。9月30日，高盛在最新研报中指出，电商行业将成为中国互联网领域估值重估最重要的领域之一，高盛将电商偏好提升至前两位，与游戏行业并列。\n在这种背景下，京东的强顺周期特点得以凸显，尤其随着以旧换新政策在全国各个省份陆续落地，作为家电消费的主力平台，京东将受益于这一轮消费刺激。\n9月26日，摩根大通发表报告指，京东股价表现好过KraneShares中概互联网指数及主要电子商务同业同期表现，主要归功于家电以旧换新政策的正面消息及低估值。\n香颂资本董事沈萌认为，京东之前股价受到直播、团购等新兴电商模式的冲击，回调幅度较大。随着刘强东加大对一线经营的力度，引导京东重新回归稳定，再叠加9月以来央行的刺激政策推动二级市场整体向上趋势。\n事实上，在经过了年初股价低点后，京东股价在业绩回暖，以及时隔四年重启资本股份回购的加持下，已经开始出现上涨波段。\n3月6日，京东交出一份亮眼四季报，Non-GAAP（非通用会计准则）净利润84亿元，全年净利润达到352亿元，均超出市场预期，叠加未来三年回购不超过30亿美元的计划，催动京东股价反弹。\n当日收盘，京东美股涨幅达16.18%，创下2022年3月以来的新高，市值涨了近400亿人民币。\n随着这轮中概股复苏，京东一扫沃尔玛退出的阴霾，迎来资本新周期。\n挑战\n从2014年上市到2021年中概股巅峰，京东市值从286亿美元迅速攀升至1659亿美元，7年时间涨了5.8倍。随后，京东股价随着中概股低迷而持续下挫。\n如今，京东的资本故事可能迎来关键转折点。\n自从2022年底刘强东回归后，京东开启了一系列改革，战略上，京东通过大力扶持第三方商家实现低价，持续深化生态战略，在电商业务上，京东以采销为突破口，对抗直播电商的强势增长。\n在经过一系列反击后，京东的战略初显成效。8月15日，京东集团公布2024年第二季度业绩，毛利率同比大幅提升137个基点至15.8%，非美国通用会计准则下经营利润和净利润均达到历史新高。\n这一波股价上涨，可以说是对京东过去两年表现的一个肯定。接下来的关键点在于，京东能否持续这种好的态势，毕竟，京东当前市值还不足巅峰时期的一半。\n接下来京东能否抓住这轮机遇，以及京东未来的估值空间到底还有多大的想象力，这是目前资本关注的焦点。\n短期来看，资本市场会受到情绪影响，但长远来看，股价最终会反映经济基本面和京东本身的业绩表现。\n麦格理、野村、花旗、交银国际、海通国际等机构表达了对京东的乐观预期，野村将京东美股目标价调升39.5%至53美元，麦格理重申京东为电商业的首选股。\n麦格理认为，京东在逐步推行的以旧换新政策中，良好地抓住家电和电子产品需求复苏的机会，使其在下半年的收入增长较同业更具韧性。该行预期，京东第三季度收入同比升5%至2600亿元，经调整净利润达115亿元，与市场预期的上限一致。\n瑞银认为，京东中短期具有增长动力，而且估值偏低，由于现价相当于2025年预测市盈率9倍，估值相对便宜，相信京东有更大的盈利惊喜和重估空间。\n未来京东还需要在战略上做出更大的突破，才能带来股价持续上行。\n当前，电商业务面临激烈的市场竞争，京东重点在于挖掘服饰、汽车等垂类赛道，并持续探索线下业务。海外方面，京东目前还很难和拼多多和阿里等竞争对手相比。许冉在二季度电话会上表示，京东将继续聚焦用户体验、价格竞争力和平台生态。\n虽然京东具有战略定力，但影响京东股价的风险因素仍然很多。比如，杨笠事件就是一个案例，请杨笠站台，引发部分京东用户抵制，值此双十一关键阶段，也给它这场翻身仗，蒙上阴影。\n电商正在大洗牌阶段，市场竞争格局正处于动态变化中。在这场史上最激烈的电商大战，刘强东和京东每走一步都必须小心翼翼。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362824298778928,"gmtCreate":1729602510049,"gmtModify":1729603349681,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581594109083356","idStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。","text":"$京东(JD)$ 听说你京东分析师评级又上调了，看看是谁放着10月半个多月东大牛市不上调，阳历一出事拼命表态看多。","images":[{"img":"https://static.tigerbbs.com/7a163d95bc5e8e9fda242bd099be789d","width":"1486","height":"872"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362824298778928","isVote":1,"tweetType":1,"viewCount":2420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362806714146856,"gmtCreate":1729598269339,"gmtModify":1729602180634,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581594109083356","idStr":"3581594109083356"},"themes":[],"htmlText":"看看讨论区置顶的三条，老虎怕不是也被夺舍了","listText":"看看讨论区置顶的三条，老虎怕不是也被夺舍了","text":"看看讨论区置顶的三条，老虎怕不是也被夺舍了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362806714146856","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361359863484624,"gmtCreate":1729241258987,"gmtModify":1729241433264,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581594109083356","idStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么还拉起来了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么还拉起来了","text":"$京东(JD)$ 怎么还拉起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361359863484624","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535665439341215","authorId":"3535665439341215","name":"开心韭菜","avatar":"https://static.tigerbbs.com/f00f32375ea1b4c97fb4ce25fc56960b","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3535665439341215","idStr":"3535665439341215"},"content":"这几天股价对它很重要，估计自己拉一下吧","text":"这几天股价对它很重要，估计自己拉一下吧","html":"这几天股价对它很重要，估计自己拉一下吧"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":361359863484624,"gmtCreate":1729241258987,"gmtModify":1729241433264,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581594109083356","idStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么还拉起来了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 怎么还拉起来了","text":"$京东(JD)$ 怎么还拉起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361359863484624","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535665439341215","authorId":"3535665439341215","name":"开心韭菜","avatar":"https://static.tigerbbs.com/f00f32375ea1b4c97fb4ce25fc56960b","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3535665439341215","idStr":"3535665439341215"},"content":"这几天股价对它很重要，估计自己拉一下吧","text":"这几天股价对它很重要，估计自己拉一下吧","html":"这几天股价对它很重要，估计自己拉一下吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363526829518920,"gmtCreate":1729776943201,"gmtModify":1729776944475,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581594109083356","idStr":"3581594109083356"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 难绷，不拉盘了？","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 难绷，不拉盘了？","text":"$京东(JD)$ 难绷，不拉盘了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363526829518920","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362907457454200,"gmtCreate":1729622887793,"gmtModify":1729635035006,"author":{"id":"3581594109083356","authorId":"3581594109083356","name":"百猫夜行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581594109083356","idStr":"3581594109083356"},"themes":[],"htmlText":"乐，果然3是最好用的","listText":"乐，果然3是最好用的","text":"乐，果然3是最好用的","images":[{"img":"https://static.tigerbbs.com/1135ebe51c83cac5181f1c3e42bc9b31"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362907457454200","repostId":"2477535258","repostType":2,"repost":{"id":"2477535258","pubTimestamp":1729612284,"share":"https://www.laohu8.com/m/news/2477535258?lang=&edition=full","pubTime":"2024-10-22 23:51","market":"us","language":"zh","title":"杨笠阻挡不了京东的步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=2477535258","media":"刘宝丹","summary":"挑战在后面。","content":"<html><body><p>作者 |  刘宝丹 周智宇</p>\n<p>编辑 | 张晓玲</p>\n<p>准备在双十一大干一场的<a href=\"https://laohu8.com/S/JD\">京东</a>，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。</p>\n<p>京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。</p>\n<p>10月18日，京东道歉后，股价回涨了2.65%。</p>\n<p>杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨中概股。</p>\n<p>除了政策带来利好刺激，刘强东回归并带领京东死磕低价，也让京东基本面持续改善。</p>\n<p>当然，此次杨笠事件也是一个警示。京东在稳固3C产品基本盘，开拓服装等细分市场之时，用户群体不断扩大，选择代言人也得考虑周全。</p>\n<p>如今，电商市场正在大洗牌，京东面临的是一个前所未有的复杂局面。刘强东能否再次带领京东重现辉煌，依然充满未知数。</p>\n<h2>暴涨</h2>\n<p>中概股时隔三年迎来最大一波回弹，京东是这波资本浪潮中极具风向标意义的存在。</p>\n<p>10月7日，京东股价达47.820美元，创年度新高，相对于3月股价21.180美元，京东股价实现了翻倍式增长。当天京东市值达到689亿美元，创下了19个月以来的新高。</p>\n<p>从9月17日算起，到10月7日的高点，京东港股区间最高涨幅达79.01%，较同期恒生科技指数涨幅高出超20个百分点。京东市值也大涨超2800亿港元。</p>\n<p>京东股价强势复苏背后，美国时隔四年来首次降息，叠加国内央行一揽子政策释放了经济增长的乐观预期，进而引发全球资本流动，中概股迎来集体上涨。</p>\n<p>野村表示，中国在9月底推出的一系列刺激政策注重稳定房地产及振兴消费需求，若消费者的情绪能够改善，预期中国电商板块短期内有潜力跑赢大市。</p>\n<p>电商股因此进入价值重估阶段。9月30日，<a href=\"https://laohu8.com/S/GS\">高盛</a>在最新研报中指出，电商行业将成为中国互联网领域估值重估最重要的领域之一，高盛将电商偏好提升至前两位，与游戏行业并列。</p>\n<p>在这种背景下，京东的强顺周期特点得以凸显，尤其随着以旧换新政策在全国各个省份陆续落地，作为家电消费的主力平台，京东将受益于这一轮消费刺激。</p>\n<p>9月26日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发表报告指，京东股价表现好过KraneShares中概互联网指数及主要电子商务同业同期表现，主要归功于家电以旧换新政策的正面消息及低估值。</p>\n<p>香颂资本董事沈萌认为，京东之前股价受到直播、团购等新兴电商模式的冲击，回调幅度较大。随着刘强东加大对一线经营的力度，引导京东重新回归稳定，再叠加9月以来央行的刺激政策推动二级市场整体向上趋势。</p>\n<p>事实上，在经过了年初股价低点后，京东股价在业绩回暖，以及时隔四年重启资本股份回购的加持下，已经开始出现上涨波段。</p>\n<p>3月6日，京东交出一份亮眼四季报，Non-GAAP（非通用会计准则）净利润84亿元，全年净利润达到352亿元，均超出市场预期，叠加未来三年回购不超过30亿美元的计划，催动京东股价反弹。</p>\n<p>当日收盘，京东美股涨幅达16.18%，创下2022年3月以来的新高，市值涨了近400亿人民币。</p>\n<p>随着这轮中概股复苏，京东一扫<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>退出的阴霾，迎来资本新周期。</p>\n<h2>挑战</h2>\n<p>从2014年上市到2021年中概股巅峰，京东市值从286亿美元迅速攀升至1659亿美元，7年时间涨了5.8倍。随后，京东股价随着中概股低迷而持续下挫。</p>\n<p>如今，京东的资本故事可能迎来关键转折点。</p>\n<p>自从2022年底刘强东回归后，京东开启了一系列改革，战略上，京东通过大力扶持第三方商家实现低价，持续深化生态战略，在电商业务上，京东以采销为突破口，对抗直播电商的强势增长。</p>\n<p>在经过一系列反击后，京东的战略初显成效。8月15日，京东集团公布2024年第二季度业绩，毛利率同比大幅提升137个基点至15.8%，非美国通用会计准则下经营利润和净利润均达到历史新高。</p>\n<p>这一波股价上涨，可以说是对京东过去两年表现的一个肯定。接下来的关键点在于，京东能否持续这种好的态势，毕竟，京东当前市值还不足巅峰时期的一半。</p>\n<p>接下来京东能否抓住这轮机遇，以及京东未来的估值空间到底还有多大的想象力，这是目前资本关注的焦点。</p>\n<p>短期来看，资本市场会受到情绪影响，但长远来看，股价最终会反映经济基本面和京东本身的业绩表现。</p>\n<p>麦格理、野村、花旗、<a href=\"https://laohu8.com/S/03329\">交银国际</a>、海通国际等机构表达了对京东的乐观预期，野村将京东美股目标价调升39.5%至53美元，麦格理重申京东为电商业的首选股。</p>\n<p>麦格理认为，京东在逐步推行的以旧换新政策中，良好地抓住家电和电子产品需求复苏的机会，使其在下半年的收入增长较同业更具韧性。该行预期，京东第三季度收入同比升5%至2600亿元，经调整净利润达115亿元，与市场预期的上限一致。</p>\n<p>瑞银认为，京东中短期具有增长动力，而且估值偏低，由于现价相当于2025年预测市盈率9倍，估值相对便宜，相信京东有更大的盈利惊喜和重估空间。</p>\n<p>未来京东还需要在战略上做出更大的突破，才能带来股价持续上行。</p>\n<p>当前，电商业务面临激烈的市场竞争，京东重点在于挖掘服饰、汽车等垂类赛道，并持续探索线下业务。海外方面，京东目前还很难和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和阿里等竞争对手相比。许冉在二季度电话会上表示，京东将继续聚焦用户体验、价格竞争力和平台生态。</p>\n<p>虽然京东具有战略定力，但影响京东股价的风险因素仍然很多。比如，杨笠事件就是一个案例，请杨笠站台，引发部分京东用户抵制，值此双十一关键阶段，也给它这场翻身仗，蒙上阴影。</p>\n<p>电商正在大洗牌阶段，市场竞争格局正处于动态变化中。在这场史上最激烈的电商大战，刘强东和京东每走一步都必须小心翼翼。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"awtmt_stock","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>杨笠阻挡不了京东的步伐</title>\n<style 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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杨笠阻挡不了京东的步伐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-22 23:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1><strong>刘宝丹</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 |  刘宝丹 周智宇\n编辑 | 张晓玲\n准备在双十一大干一场的京东，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。\n京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。\n10月18日，京东道歉后，股价回涨了2.65%。\n杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3731202?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/b801ede9-67b8-4e80-9eb9-69ea4a1e7a42.jpeg","relate_stocks":{"89618":"京东集团-SWR","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","BK4524":"宅经济概念","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK4220":"综合零售","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK4588":"碎股","LU0228659784.USD":"施罗德金砖四国基金","BK4526":"热门中概股","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK4503":"景林资产持仓","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" 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张晓玲\n准备在双十一大干一场的京东，却因与脱口秀演员杨笠合作“翻车”，甚至引发京东金融挤兑乌龙。\n京东反应迅速，公开道歉并与杨笠终止合作，辟谣挤兑传闻，力争把影响降到最低。\n10月18日，京东道歉后，股价回涨了2.65%。\n杨笠事件似乎只是近期京东股价高歌猛进的插曲。事实上，在此轮股市反攻、重估中国资产的浪潮中，京东作为中国电商代表之一，十天暴涨60%，领涨中概股。\n除了政策带来利好刺激，刘强东回归并带领京东死磕低价，也让京东基本面持续改善。\n当然，此次杨笠事件也是一个警示。京东在稳固3C产品基本盘，开拓服装等细分市场之时，用户群体不断扩大，选择代言人也得考虑周全。\n如今，电商市场正在大洗牌，京东面临的是一个前所未有的复杂局面。刘强东能否再次带领京东重现辉煌，依然充满未知数。\n暴涨\n中概股时隔三年迎来最大一波回弹，京东是这波资本浪潮中极具风向标意义的存在。\n10月7日，京东股价达47.820美元，创年度新高，相对于3月股价21.180美元，京东股价实现了翻倍式增长。当天京东市值达到689亿美元，创下了19个月以来的新高。\n从9月17日算起，到10月7日的高点，京东港股区间最高涨幅达79.01%，较同期恒生科技指数涨幅高出超20个百分点。京东市值也大涨超2800亿港元。\n京东股价强势复苏背后，美国时隔四年来首次降息，叠加国内央行一揽子政策释放了经济增长的乐观预期，进而引发全球资本流动，中概股迎来集体上涨。\n野村表示，中国在9月底推出的一系列刺激政策注重稳定房地产及振兴消费需求，若消费者的情绪能够改善，预期中国电商板块短期内有潜力跑赢大市。\n电商股因此进入价值重估阶段。9月30日，高盛在最新研报中指出，电商行业将成为中国互联网领域估值重估最重要的领域之一，高盛将电商偏好提升至前两位，与游戏行业并列。\n在这种背景下，京东的强顺周期特点得以凸显，尤其随着以旧换新政策在全国各个省份陆续落地，作为家电消费的主力平台，京东将受益于这一轮消费刺激。\n9月26日，摩根大通发表报告指，京东股价表现好过KraneShares中概互联网指数及主要电子商务同业同期表现，主要归功于家电以旧换新政策的正面消息及低估值。\n香颂资本董事沈萌认为，京东之前股价受到直播、团购等新兴电商模式的冲击，回调幅度较大。随着刘强东加大对一线经营的力度，引导京东重新回归稳定，再叠加9月以来央行的刺激政策推动二级市场整体向上趋势。\n事实上，在经过了年初股价低点后，京东股价在业绩回暖，以及时隔四年重启资本股份回购的加持下，已经开始出现上涨波段。\n3月6日，京东交出一份亮眼四季报，Non-GAAP（非通用会计准则）净利润84亿元，全年净利润达到352亿元，均超出市场预期，叠加未来三年回购不超过30亿美元的计划，催动京东股价反弹。\n当日收盘，京东美股涨幅达16.18%，创下2022年3月以来的新高，市值涨了近400亿人民币。\n随着这轮中概股复苏，京东一扫沃尔玛退出的阴霾，迎来资本新周期。\n挑战\n从2014年上市到2021年中概股巅峰，京东市值从286亿美元迅速攀升至1659亿美元，7年时间涨了5.8倍。随后，京东股价随着中概股低迷而持续下挫。\n如今，京东的资本故事可能迎来关键转折点。\n自从2022年底刘强东回归后，京东开启了一系列改革，战略上，京东通过大力扶持第三方商家实现低价，持续深化生态战略，在电商业务上，京东以采销为突破口，对抗直播电商的强势增长。\n在经过一系列反击后，京东的战略初显成效。8月15日，京东集团公布2024年第二季度业绩，毛利率同比大幅提升137个基点至15.8%，非美国通用会计准则下经营利润和净利润均达到历史新高。\n这一波股价上涨，可以说是对京东过去两年表现的一个肯定。接下来的关键点在于，京东能否持续这种好的态势，毕竟，京东当前市值还不足巅峰时期的一半。\n接下来京东能否抓住这轮机遇，以及京东未来的估值空间到底还有多大的想象力，这是目前资本关注的焦点。\n短期来看，资本市场会受到情绪影响，但长远来看，股价最终会反映经济基本面和京东本身的业绩表现。\n麦格理、野村、花旗、交银国际、海通国际等机构表达了对京东的乐观预期，野村将京东美股目标价调升39.5%至53美元，麦格理重申京东为电商业的首选股。\n麦格理认为，京东在逐步推行的以旧换新政策中，良好地抓住家电和电子产品需求复苏的机会，使其在下半年的收入增长较同业更具韧性。该行预期，京东第三季度收入同比升5%至2600亿元，经调整净利润达115亿元，与市场预期的上限一致。\n瑞银认为，京东中短期具有增长动力，而且估值偏低，由于现价相当于2025年预测市盈率9倍，估值相对便宜，相信京东有更大的盈利惊喜和重估空间。\n未来京东还需要在战略上做出更大的突破，才能带来股价持续上行。\n当前，电商业务面临激烈的市场竞争，京东重点在于挖掘服饰、汽车等垂类赛道，并持续探索线下业务。海外方面，京东目前还很难和拼多多和阿里等竞争对手相比。许冉在二季度电话会上表示，京东将继续聚焦用户体验、价格竞争力和平台生态。\n虽然京东具有战略定力，但影响京东股价的风险因素仍然很多。比如，杨笠事件就是一个案例，请杨笠站台，引发部分京东用户抵制，值此双十一关键阶段，也给它这场翻身仗，蒙上阴影。\n电商正在大洗牌阶段，市场竞争格局正处于动态变化中。在这场史上最激烈的电商大战，刘强东和京东每走一步都必须小心翼翼。风险提示及免责条款\n\n 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