JD.com Seven Fresh accelerates, instant retail reignites the battle.
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Express News | In overnight trading, US-listed Chinese companies' shares rebound, Alibaba and Bilibili climb 3%, EV makers surge. XPeng rises 5%, Li Auto up 4%, NIO Inc soars 7%. US-listed Chinese ETFs trade higher.
JD.com To Go Ex-Dividend On April 8th, 2025 With 1 USD Dividend Per Share
Citi Maintains JD.com(JD.US) With Buy Rating, Raises Target Price to $56
JD.com Options Spot-On: On March 10th, 89,399 Contracts Were Traded, With 1.35 Million Open Interest
Shares of Chinese Stocks Are Trading Lower Amid US Tariffs.
Express News | Shares of Chinese Stocks Are Trading Lower Amid US Tariffs
East Asian Securities: The valuation of Hong Kong Technology stocks still has room for revaluation, raising the Target Price for the Hang Seng Index to 26,000 points.
According to Zhitong Finance APP, Hong Kong stocks have recently significantly outperformed A-shares. Regarding the large gap in the performance of the two, Chan Wai Chung, senior investment strategist at East Asia Securities, pointed out that Hong Kong stocks have a higher weight in Technology stocks, while A-shares are not dominated by Technology stocks, making Hong Kong stocks more beneficial when speculating on the AI Concept.
Temu Owner PDD and Alibaba Stocks Fall. It Isn't Just Tariffs Dragging Down China Shares.
JD.com, Inc. (JINGDONG) Named Official E-commerce Innovation Partner of UEFA Champions League Expanding Its Global Reach
Chinese Technology stocks are "siphoning" foreign capital from Emerging Markets, with AI narratives driving Global capital reallocation.
① How does the "siphoning" of foreign capital by China's Technology stocks have a profound impact on the market? ② Driven by AI narratives, how much space is there for foreign capital to flow back into China's Assets amid global capital reallocation?
Barclays Maintains JD.com(JD.US) With Buy Rating, Maintains Target Price $55
Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.
JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."
[Brokerage Focus] China Securities Co.,Ltd. maintains a "Buy" rating for JD.com (09618), indicating that future applications of Asia Vets are expected to create significant business value within JD.com.
Jinwu Financial News | China Securities Co.,Ltd. released a research report stating that in Q4 2024, JD.com (09618) achieved revenue of 346.986 billion yuan, a year-on-year increase of 13.37%, and achieved Non-GAAP net income of 11.294 billion yuan, a year-on-year increase of 34.2%, corresponding to a net margin of 3.25%, compared to 2.75% in the same period last year, with both revenue and profit exceeding Bloomberg's consensus expectations. The national subsidy policy boosted the company's revenue and GMV to return to double-digit growth this quarter, and it is expected that the national subsidy policy will continue in 2025, further facilitating offline operations. Recently, JD.com Cloud has fully launched the DeepSeek product.
JD.com Sales Likely to Benefit Further From China's Expanded Trade-In Program -- Market Talk
Global Equities Roundup: Market Talk
General Merchandise, Fashion May Be Growth Drivers for JD.com -- Market Talk
JD.com Target Price Raised to HK$193.00 From HK$190.00 by Deutsche Bank >JD
JD.com ADR Target Price Raised to $55.00 From $50.00 by Nomura >JD
[Brokerage Focus] Tianfeng maintains a "Buy" rating on JD HEALTH (06618), indicating that its user base still has room for growth.
Tianfeng research points out that JD HEALTH (06618) has released its 2024 performance. The company achieved a revenue of 58.16 billion yuan in 2024, an 8.6% increase compared to the same period last year, which was 53.53 billion yuan. By Business, in 2024, the company's self-operated Commodity revenue was 48.8 billion yuan, a year-on-year increase of 6.9%; service revenue was 9.36 billion yuan, a year-on-year increase of 18.9%.