EPISODE · Aug 14, 2026 · 6 MIN
中概股财报速递|腾讯音乐收入超预期,京东利润超预期,股价为何双双下跌
from 投研随身听 · host 慢研播客
腾讯音乐收入增长尚可,但费用、利润和信息透明度削弱判断;京东收入首次同比下降,但零售利润率、外卖减亏和现金流改善强化中期判断。两家公司商业模式不同,不做经营指标硬排名。
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中概股财报速递|腾讯音乐收入超预期,京东利润超预期,股价为何双双下跌
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