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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

再努力一点吧
·2021-09-23
看看庄家会不会借机做空
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2169866588?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/6962011c726a5f1f6fb7d3889a9e5464","is_english":false,"pubTime":"2021-09-23 09:51","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2169866588","market":"us","top_or_hot":-1,"title":"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","media":"砍柴网","content":"<div>\n<p>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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109230952577c3f8719&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>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</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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 09:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109230952577c3f8719&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109230952577c3f8719&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DADA","symbol_name":"达达集团","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109230952577c3f8719&s=b","article_id":"2169866588","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/6962011c726a5f1f6fb7d3889a9e5464"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109230952577c3f8719&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2169866588","pubTimestamp":1632361897,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"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。达达集团与京东物流在揽件和落地配之外，共同测试了无人配送，该开放平台已在北京和上海部分地区进行了测试。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"DADA":"达达集团","09618":"京东集团-SW","JD":"京东"},"translate_title":"Dada Group and JD.COM continued to cooperate and were given a buy rating by investment bank Goldman Sachs with a target price of 42 US dollars","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DADA":1,"JD":1,"09618":0.6},"content_text":"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%，高于高盛预期的120%和第一季度的130%。连锁商超业务收入同比增长超过70%，连锁餐饮业务收入同比增长超过200%。同时，达达快送在第二季度与数家茶饮品牌达成合作。第二季度，来自京东小时购的GMV环比增长90%;同时，达达集团与京东共同在京东APP测试“附近”，该基于LBS的流量入口已在上海、深圳等部分城市面向部分用户上线，预计未来会有更多城市推出这项服务。达达集团与京东物流在揽件和落地配之外，共同测试了无人配送，该开放平台已在北京和上海部分地区进行了测试。高盛预计第三季度，亏损将随着用户补贴降低以及运营效率进一步优化而环比收窄，同时京东到家营收将在品类扩张和京东业务协同的推动下加速增长。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":863114288,"gmtCreate":1632363769744,"gmtModify":1632363769744,"author":{"id":"3581985384988590","authorId":"3581985384988590","name":"再努力一点吧","avatar":"https://static.tigerbbs.com/be526e2b77f190eaf46c3fe0e3cf4e55","vip":1,"hat":"https://static.tigerbbs.com/717a877921e5ed88700305c37737450d","crmLevel":2,"crmLevelSwitch":0},"htmlText":"看看庄家会不会借机做空","listText":"看看庄家会不会借机做空","text":"看看庄家会不会借机做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863114288","repostId":2169866588,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}