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高盛:京东集团-调研纪要要点 - 京东零售稳健增长;投资者关注外卖协同效应和交叉销售潜力;建议买入
Goldman Sachs· 2025-05-19 09:58
16 May 2025 | 1:30AM HKT JD.com Inc. (JD): NDR highlights: Healthy JD Retail growth; investor focus on food delivery synergies and cross-sell potentials; Buy We hosted JD's CFO Mr. Ian Shan, Head of Investor Relations Mr. Sean Zhang, and the Investor Relations team with investors this week, post the company's 1Q results. Key investor focus areas/topics discussed included: 1) JD Retail guidance and outlook, where JD Retail saw its fastest quarterly active customer growth since 2021, at 20% yoy in 1Q25. Stron ...