达达集团与京东持续协同，获投行高盛给予买入评级，目标价42美元_老虎社区_美港股上老虎

达达集团与京东持续协同，获投行高盛给予买入评级，目标价42美元

砍柴网2021-09-23

9月，国际投行高盛维持达达集团买入评级，认为随着与京东的深入协同，京东到家下半年GMV将加速增长，同时用户补贴和成本的优化将驱动亏损率缩窄，给予目标价42美元。达达集团第二季度营收超过高盛和市场预期。京东到家第二季度客单价持续提升，且手机等非商超类别的品类对营收贡献持续增加。高盛指出，京东到家品牌广告收入同比增长110%，占GMV比例创新高。达达快送KA营收表现抢眼，同比增长140%，高于高盛预期...

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再努力一点吧
·2021-09-23
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