JD.com (JD) News

Arete Downgrades JD.com to Neutral From Buy, Adjusts PT to $30 From $36

JD.com (JD) has an average rating of buy and mean price target of $39.59, according to analysts polled by FactSet.

MT NewswiresSep 8 19:15

Arete Research Downgrades JD.com(JD.US) to Hold Rating, Announces Target Price $30

Arete Research analyst Shawn Yang downgrades $JD.com(JD.US)$ to a hold rating, and sets the target price at $30.According to TipRanks data, the analyst has a success rate of 16.7% and a total

Futu NewsSep 8 16:32

Six Mainland Departments Issue Notice to Continuously Increase Enrollment of Flexible Workers and Others in Basic Medical Insurance

Recently, six departments, including the National Healthcare Security Administration, the Ministry of Finance, and the Ministry of Transport, jointly issued a notice launching a special campaign to improve the quality of basic medical insurance coverage for flexible workers, migrant workers, and individuals in new forms of employment. The plan aims to continuously increase the number of flexible workers and others enrolled in basic medical insurance, particularly in employee medical insurance, over a period of approximately three years. This will be achieved through policy integration, inter-departmental coordination, service optimization, and technological empowerment. Efforts will also focus on gradually exploring and establishing contribution models adapted to the characteristics of individuals in new forms of employment, while continuously improving the enrollment service system for flexible workers. Notably, regarding flexible workers participating in employee medical insurance, measures may include the

AASTOCKSSep 8 16:00

Express News | JD Technology and Digital Certification Reach Strategic Partnership

According to Digital Certification, on September 3, JD Technology entered into a strategic partnership with Beijing Digital Certification Co., Ltd. to jointly build an integrated ecosystem. The two parties agreed to focus on key vertical sectors such as government and enterprise informatization, internet of vehicles (IoV) security, cloud security, and infrastructure, collaborating to develop industry-specific solutions and expand market reach. Additionally, they will conduct joint research on emerging technological areas such as trusted data spaces, exploring pathways for the practical implementation of innovative security technologies.

BreakingsSep 7 10:23

Express News | Report: China's online sales of smart glasses fell 15.3% year-on-year in July

According to the latest "Monthly Tracking of China's Online Retail Market for Smart Glasses" report by Luotu Technology, in July 2026, the monitored retail sales volume of smart glasses on the three major e-commerce platforms—JD.com, Tmall, and Douyin—stood at 74,000 units, representing a year-on-year decline of 15.3% and a month-on-month decrease of 20.9%. Retail sales value reached RMB 130 million, down 25.8% year-on-year and 43.0% month-on-month. Luotu Technology believes that it is premature to conclude that the entire smart glasses sector has entered a downturn; rather, this should be viewed as a phased correction following the surge in the second quarter, representing a temporary consolidation phase within a high-growth track.

BreakingsSep 7 09:28

China Is Quietly Bracing for AI's Social Costs -- Barrons.com

By Tanner Brown China has spent years telling companies to put artificial intelligence to work. Now Beijing is preparing for the possibility that some of those workers will no longer be needed. At

Barron'sSep 5 14:00

Buy: Key Takeaways from HSBC's 2026 China Conference

Key View: Maintain "Buy" rating with a target price of $38.00. HSBC maintains its "Buy" rating on JD.com and a target price of $38.00, implying a 36.5% upside potential. Valuation is significantly attractive, with a projected P/E ratio of only 8x for 2026. The company is committed to shareholder returns; in the first half of 2026, it repurchased $1 billion worth of ordinary shares (accounting for 2.5% of outstanding shares), with approximately $1 billion remaining in its buyback authorization. Combined with a 3.3% dividend yield, the total shareholder return for 2026 is expected to exceed 8%. While the outlook for electronics sales in the third quarter remains uncertain, but Bai

CSOPSep 5 12:26

JD Logistics' CFO Steps Down; Successor Named

JD Logistics' (HKG:2618) Chief Financial Officer Hao Wu resigned effective Friday.Wu will assume a new role in JD.com (HKG:9618), according to a Friday Hong Kong bourse filing.The company, on the

MT NewswiresSep 4 17:15

Hong Kong Stock Market Closing Review: The Hang Seng TECH Index rose 2.27%, driven by both internet technology stocks and major financial stocks, while semiconductor stocks experienced a broad pullback.

On September 4, Hong Kong's three major stock indices surged collectively, driven by a decline in U.S. Treasury yields and easing market expectations for a September interest rate hike, which bolstered overall market sentiment. At the close, the Hang Seng Index rose 1.74%, the Hang Seng China Enterprises Index gained 2.02%, and the Hang Seng Tech Index advanced 2.27%. In terms of sector performance, the primary drivers of today's gains were the dual momentum from large-cap technology and internet stocks alongside financial shares, with tech and internet stocks rallying broadly. The financial sector provided additional support, with heavyweight financial stocks such as Chinese brokerage firms, mainland banks, and mainland insurers generally rising, further pushing up the indices. Notably, China Merchants Bank recorded its fifth consecutive daily gain, while China Construction Bank and Bank of China both hit fresh record highs. Dairy product stocks and beer...

Gelonghui FinanceSep 4 16:33

Dahang Research reiterates its "Buy" rating on JD.com (JD.US) with a target price of $38.

HSBC Research published a report stating that JD.com (09618.HK) continues to expect low single-digit growth for JD Retail in the third quarter. Due to the anticipated risk of significant price increases associated with new smartphone launches in September, demand for smartphones remains uncertain, and the electronics segment may fail to return to positive growth. Meanwhile, the general merchandise business is expected to continue recording strong high single-digit to double-digit growth. In the food delivery segment, improved subsidy efficiency has enhanced unit economics, with losses expected to narrow moderately quarter-on-quarter in the third quarter and for this narrowing trend to continue into the fourth quarter. Additionally, JD.com’s R&D expenses increased by 38% year-on-year in the second quarter, accounting for 2.1% of revenue. Management reiterated that it would not prioritize the development of...

AASTOCKSSep 4 15:49

On-the-Ground Look at Beijing’s Humanoid Data Hub: How Is High-Quality Data Defined Amid a Bubble of Tens of Millions of Hours?

① The base covers a total area of over 6,000 square meters and features more than 30 realistic scenarios across six major categories, including household, supermarket, industrial, and medical health care settings. ② Currently, there is no national-level pricing standard for data transactions. Prices for physical robot data have moderated to approximately RMB 500–1,000 per effective hour, while prices for non-embodied data range from tens to around RMB 200.

cls.cnSep 4 15:19

UOB Kay Hian: Greater China Internet AI cloud adoption accelerates, e-commerce remains soft, gaming shows resilience; top picks include Alibaba, Trip.com, NetEase, and Zhipu

UOB Kay Hian pointed out that the highlights for the Greater China internet sector in the second quarter of 2026 remain in AI and AI cloud services. Alibaba-W (09988.HK) and Baidu-W (09888.HK) saw their AI cloud revenues grow by 45% and 50% year-on-year, respectively, while Tencent (00700.HK) also recorded healthy growth in its cloud business driven by AI demand. The e-commerce sector overall remains soft, showing only signs of partial stabilization, whereas the gaming segment demonstrates resilience and is largely unaffected by macroeconomic headwinds. Although travel demand has weakened, the outlook for the second half of the year has improved compared to earlier concerns. The firm maintains a "Market Weight" rating on the sector, with Alibaba and Trip.com-S (09961.HK) as top picks.

AASTOCKSSep 4 13:25

Citi: JD.com (JD.US) offers attractive valuation at current levels; maintains "Buy" rating and $39 price target

Citi issued a report stating that JD.com Group (09618.HK) (JD.US) offers attractive valuation at current levels, with earnings growth expected to recover, robust execution capabilities, and generous shareholder returns. The firm maintains its "Buy" rating and a US stock target price of $39. The report noted that JD.com’s management reiterated expectations for sequential improvement in the third quarter, with growth set to reaccelerate in the second half of the year as high base effects normalize. Specifically, JD.com Retail sales are projected to return to positive growth in the third quarter as the high comparative base from national subsidy programs fades. In general merchandise, supermarkets, healthcare, and apparel are expected to drive faster growth, while gold jewelry, maternity products, toys, and cosmetics constitute a drag.

AASTOCKSSep 4 10:49

Express News | Star technology and internet stocks in the Hong Kong market rebounded, with JD.com (09618.HK), Baidu (09888.HK), and Tencent (00700.HK) each rising more than 2%. Other stocks, including Alibaba (09988.HK), Meituan (03690.HK), Kuaishou (01024.HK), and Xiaomi Group (01810.HK), also posted gains. Fang Jincong, Head of China Internet Research at UBS Group, stated that over the next two to three years, as bottlenecks in AI computing power supply gradually ease, industry pricing power is expected to shift from upstream segments such as chips and infrastructure to internet platforms.

BreakingsSep 4 09:29

China's Humanoid Robots Industry Enters the Era of "Public Infrastructure"

China's robotics industry is changing the way it survives and operates.

TMTPost NewsSep 2 21:37

Express News | Greg Abel: AI data centers represent a significant opportunity for Berkshire Hathaway Energy; Buffett spearheaded the investment in Google.

Greg Abel, CEO of Berkshire Hathaway: Views AI data centers as a significant opportunity for Berkshire Hathaway Energy and is willing to meet the energy demands of hyperscale enterprise data centers. Buffett led Berkshire’s investment in Alphabet, with the bet driven by the company’s advantages in artificial intelligence.

BreakingsSep 2 18:47

Hong Kong Stock Market Closing Review: Hang Seng Tech Index Falls 0.74%! Chinese Brokerage Stocks Decline, While Biopharmaceutical and Mainland Property Stocks Recover

On September 2, the Hang Seng Index edged down 0.07% to close at its daily high, while the Hang Seng China Enterprises Index fell 0.15% and the Hang Seng Tech Index dropped 0.74%. In terms of sector performance, some large-cap technology and internet stocks recovered, Chinese brokerage stocks plunged, and automotive stocks remained weak across the board. Stocks related to PCBs, optical communications, shipping, aviation, non-ferrous metals, and heavy machinery all declined. Domestic banking stocks rallied in the afternoon to support the broader market, with Bank of China hitting a new historical intraday high. Biopharmaceutical, education, mainland property, and Macau gaming stocks saw slight recovery in the afternoon session. Specifically, large-cap tech stocks showed mixed performance: Meituan turned positive to gain nearly 3%, Xiaomi rose 1.8%, and JD.com closed flat; Alibaba

Gelonghui FinanceSep 2 16:57

Mi Feng Yao Maoqing: Embodied data will inevitably consolidate among leading enterprises.

With 20,000 units of equipment and one million hours of data going offline on the same day, Yao Maoqing stated in media communications that the competitive barrier for embodied AI data has shifted from acquisition capability to stable delivery, leading to industry consolidation among a few key players.

wallstreetcnSep 1 10:14

The Ministry of Commerce and six other ministries issued implementation guidelines on expanding and upgrading consumer goods consumption, projecting that total retail sales of consumer goods will reach RMB 60 trillion by 2030.

The Ministry of Commerce, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, the Ministry of Agriculture and Rural Affairs, the Ministry of Culture and Tourism, and the State Administration for Market Regulation recently jointly issued the "Implementation Opinions on Promoting the Expansion and Upgrading of Consumer Goods Consumption." These opinions establish a clear roadmap for promoting consumer goods consumption during the 15th Five-Year Plan period. They project that total retail sales of consumer goods will reach RMB 60 trillion by 2030, fostering trillion-yuan markets in green, smart, and healthy consumption. Retail sales of trillion-yuan categories such as automobiles, home appliances, communication equipment, and textiles and apparel must also sustain growth to ensure China maintains its global leadership in market scale. Regarding the promotion of consumption of major durable goods, the opinions require deepening

AASTOCKSSep 1 09:58

Express News | MIIT: Launching a Special Initiative to Cultivate AI Application Service Providers

The General Office of the Ministry of Industry and Information Technology has issued a notice on launching a special campaign to cultivate AI application service providers. Guided by this campaign, a resource pool of service providers will be established to target improvements in their technological innovation, integrated delivery, and security compliance capabilities. The aim is to forge a team of AI application service providers who understand industry pain points, master technical mechanisms, are aware of security risks, and excel in delivery and operations. By the end of 2026, the number of service providers in the national resource pool is expected to exceed 2,000, forming a multi-tiered梯队 with a rational structure, clear division of labor, and collaborative innovation, while significantly enhancing delivery capabilities for complex scenarios. By the end of 2027, the number of service providers in the national resource pool will reach at least 3,000, supporting the formation of an AI application service ecosystem characterized by full-factor collaboration, end-to-end chain integration, and comprehensive scenario coverage.

BreakingsAug 31 15:03