CIJDCOM@EC2611A

JD Auto Signs Sales Cooperation Agreement with DeepBlue Auto

JD and DeepBlue Auto Collaborate to Launch DeepBlue L06 Extended-Range Version

Hedge Fund Manager Michael Burry Buys Nvidia Put Options, Buys Shares in JD.com and Alibaba

JD Cloud Launches AI Product JoyClaw

JD.com Completes Issuance of 10 Billion RMB Unsecured Senior Notes

Famous Investor Michael Burry Buys JD Stock

JD Completes 1 Billion RMB Senior Unsecured Notes Offering

JD Completes RMB 10 Billion in Renminbi-denominated Senior Notes Issuance

JD Successfully Issued 10 Billion RMB Senior Unsecured Bonds

JD Cloud Launches New Product JoyClaw

JD Launches New Round of Appliance and Home Goods Subsidy Event Pledging Low Prices

JD Group Launches Super Supply Chain Partner Program with Zhejiang Province

JD to Launch a New 'E-commerce + Auto Maker' Mobility Service Model

Jasheng JD Warehouse Infrastructure REIT Responds to Tenant Proportion Progress

JD Launches Free-State Digital Hosts to Break the Last Mile of Humanization

Honor and JD Sign Strategic Cooperation Agreement with a Goal of Over 100 Billion Yuan in Three Years

JD launches group buying service trial operation

Citi Maintains Buy Rating on JD.com, Highlights Profit Resilience

JD Prices Offshore Bond Issuance of 1 Billion Yuan

JD Signs Strategic Partnership with Yizhuang Robot Company and Launches Special Empowerment Program

JOY SPREADER

DEEPEXI TECH

BUTONG GROUP

CHINA PARTYTIME

ALPHA PRO HLDGS

LUEN THAI

51WORLD

TRIO IND ELEC

TOMO HOLDINGS

HATCHER GROUP

06618

09618

02618

EBIZ

ONLN

IBUY

Michael Burry is Loading Up on JD.com Stock. Should You?

Barchart Option

JD HEALTH

JD-SW

JD LOGISTICS

JD.com

Global X E-commerce ETF

SPDR S&P Retail ETF

ProShares Online Retail

KraneShares 2x Long JD Daily ETF

VanEck Retail ETF

Amplify Online Retail ETF

Michael Burry is Loading Up on JD.com Stock. Should You?

600398

- HLA, a well-known men's clothing brand, made its debut as a sponsor in the SKYLINE Trail Series with its sports brand HLA POW, aiming to reshape the "men's wardrobe" through sports events.  
- Despite revenue growth to 216.26 billion yuan in 2025, profit growth has stagnated, prompting the company to explore new channels for selling other brands' clothing through its subsidiary, Stbox.  
- As HLA transitions towards self-operated retail and adopts models like the Adidas FCC project, the sustainability of profitability remains uncertain amid increasing inventory risks.

Wallstreetcn

HLA GROUP

"Firefighter" Adidas, Partnering with JD: Is HLA GROUP Becoming the "Contractor" of the Downward Market?

JD Fashion's "Assured Quality Mark" has been online for nearly a year, with the number of marked products increasing more than sixfold year-on-year, and both the coverage and merchant participation have improved. The marked products include various categories such as down jackets, woolen coats, and windbreakers, with the number of marks from emerging brands and industrial belt merchants increasing nearly eightfold. JD Fashion plans to continue expanding the coverage of the "Assured Quality Mark" and enhance quality control standards and service systems

AASTOCKS

JD Fashion's "Assured Quality Mark" has been online for nearly a year, with the number of marked apparel products increasing more than sixfold year-on-year

JD Cloud officially launched a new member, JoyClaw, which combines OpenClaw capabilities and community ecology, providing over 5,000 skills, supporting zero-threshold installation and adaptive learning. New users can receive 10,000 points, and JoyClaw simplifies the installation and initialization process, allowing users to choose different AI roles based on their work scenarios

JD Cloud launches new member "JoyClaw"

Nearly one year after the launch of JD.com Apparel's "Quality Assurance Mark," both the scale of product coverage and merchant participation have improved, with the number of labeled items increasing by more than six times year-on-year. The number of labeled products from emerging brands and industrial belt merchants rose nearly eightfold year-on-year, covering most apparel categories such as down jackets, woolen coats, and jackets

JD.com Data: Number of Labeled Apparel Items Increases More Than Sixfold Year-on-Year

JD.com has completed its offering of CNY10 billion in CNY-denominated senior unsecured notes, consisting of CNY7.5 billion of 2.05% notes due 2031 and CNY2.5 billion of 2.75% notes due 2036. The offering was made to non-U.S. persons outside the United States and will be used for general corporate purposes, including debt repayment. The notes are expected to be listed on the Hong Kong Stock Exchange on April 13, 2026. This announcement does not constitute an offer to sell securities in the U.S. or any other jurisdiction.

- JD.com has completed the offering of CNY 10 billion in senior unsecured notes, including CNY 7.5 billion of 2.05% notes due 2031 and CNY 2.5 billion of 2.75% notes due 2036.  
- The proceeds will be used for general corporate purposes, including debt repayment, and the offering has been conducted in compliance with Regulation S under the U.S. Securities Act.  
- The notes will not be registered under the Securities Act and are expected to begin trading on the Hong Kong Stock Exchange on April 13, 2026.

StockTitan

JD.com Announces Completion of CNY10 Billion Offering of CNY-denominated Senior Notes | JD Stock News

03690

MPNGY

After the Easter and Qingming Festival holidays, the Hong Kong stock market resumed trading, with the Hang Seng Index rising 776 points to close at 25,893 points, the National Index up 220 points, and the Hang Seng Tech Index up 244 points. News of a ceasefire agreement between the United States and Iran stimulated the market, with a total turnover of HKD 372.437 billion. Resource stocks performed strongly, with significant increases in gold mining and airline stocks. Meituan and JD.com rose due to the State Administration for Market Regulation's requirement to strengthen food safety responsibilities

MEITUAN

Meituan

ZHONGJIN GOLD

Agnico Eagle Mines

Newmont

Kinross Gold

SD-GOLD

Direxion Daily Gold Miners Bull 2X

ISHARESHSTECH

Tianhong Hang Seng TECH ETF(QDII)

EFUND GOLD MI-U

Abrdn Gold ETF Trust

iShares MSCI Global Gold Miners

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

HSCEI ETF-R

EFUND GOLD MI ETF

GLOBAL X Gold Explorers

Hang Seng TECH ETF I

CSOP HS TECH

Dacheng Hang Seng Technology ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Pro Ultr GLD

GX HS TECH

iShares Gold Trust

SPDR Gold Shares

ChinaAMC Gold ETF

Sprott JR Gold Miners ETF

Sprott GLD Miners Etf

CAM HS TECH

Direxion Daily Jr Gold Miners Bull 2X

SPDR Gold Minishares

VanEck Junior Gold Miners ETF

HSTECH ETF

Direxion Daily Gold Miners Bear 2X

Direxion Daily Jr Gold Miners Bear 2X

CSOP HSI ETF

ChinaAMC Hang Seng Technology ETF(QDII)

VanEck Gold Miners ETF

Roundhill Gold Miners Weeklypay ETF

"Hong Kong Stocks" The Hang Seng Index rose 776 points throughout the day, with resource and technology stocks gaining, while pharmaceutical stocks were sold off

09988

The State Administration for Market Regulation requires Meituan, Taobao Flash Purchase, and JD Delivery platforms to conduct self-inspection and rectification to ensure the implementation of food safety responsibilities. The meeting emphasized that delivery platforms must strictly comply with the upcoming food safety management regulations, comprehensively implement responsibilities in five areas from qualification review to emergency management, complete rectification before June 1, strengthen technical management, and actively integrate into the government supervision system

BABA-W

The State Administration for Market Regulation requires Meituan, Taobao Flash Sale, and JD Delivery platforms to promptly conduct self-inspection and rectification

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Trade Showcase

$JD-SW(09618.HK)JD is one of my highest-conviction holdings in my portfolio. That is what true value investing looks like. Great company ✅Temporary sentiment ❌JD’s logistics moat, automation advantage and e-commerce resilience are not priced for the long term. Margins are improving. Buybacks are real. The business keeps executing while others chase hype.Value investing means holding when conviction is strong but prices do not yet reflect it. JD is profitable and undervalued.I am not timing the market. I am trusting the business and love the dividend yield of 3.56%. Holding with patience.Not advice. Just value investing in action😁.

JD-SWR

JD HK SDR 10to1

Today’s Key News Recap

Apr 2 | Dolphin Research focus: Stock 1, $Oracle(ORCL.US). Reports suggest Related Digital is advancing approx $16 bn in project financing for Oracle's AI data center build, mainly for hyperscale compute campuses such as 'Stargate'.Oracle's cloud &amp; AI capex plan through 2026 exceeds $50 bn. FCF has turned negative, leaving it reliant on external funding and compute contracts with OpenAI, etc...

OpenAI

Destiny Tech100

Oracle

Amazon

Globalstar

BABA-WR

Alibaba HK SDR 5to1

Alibaba

Tesla

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Direxion Daily AMZN Bull 2X Shares

GraniteShares 2x Short TSLA Daily ETF

Direxion Auspice Broad COM

Boeing

ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap

Featured

$JD-SW(09618.HK)The “Unloved” Giant is Waking Up. Why I am Bullish on JD.com (9618.HK) 🚀The charts and the fundamentals are finally aligning. If you have been waiting for a “Deep Value” entry, the time is now. Here’s are the breakdown:The Technical Snapshot (4H Chart):❤️Bollinger bands: lt is expanding and just broken the upper resistance, signaling the end of the consolidation phase.❤️RSI level: Gaining strength , at 53.83, and healthy momentum with zero “overbought” exhaustion. ❤️Support: The 20-period SMA is holding firm as a new floor. This indicates that buyers are stepping in earlier and earlier, a sign of strong accumulation.The Fundamentals (Building Fortress)❤️Valuation: Trading at a P/B of 1.29x. You’re buying the assets and getting the business for $0.❤️Dividend Alert: Ex-date is April 8th. Dividend yield 3.52%. Secure your dividend at US$0.50 per share (~HK$3.98) payout.❤️Liquidity: 72% Cash-to-Equity ratio. JD is not just surviving the price war; they are funded to win it.❤️ Earnings Inflection Coming- Investments expected to slow- Margins likely to recover into 2026–27 - EPS growth ~20%+ CAGRMy Verdict The market has priced JD for disaster, but the balance sheet is built for a recovery. The chart shows the “smart money” is already moving in. 📍 Support to watch: ~$111-112 HKD📍 Resistance to clear: ~$115-116 HKDTrade safety, stay vigilant and be prudent in this turbulent market.😁

By far the biggest news in China overnight is the Economic Daily article titled &#34;The Takeout War is Over&#34; leading to a strong rally in $Alibaba(BABA.US) and $JD.com(JD.US)&#39;s HK shares in afternoon trading. The restaurant delivery war has weighed heavily on the bottom lines of the companies.@Bridge Buzz SG

Financial Analysis

Pre-market tonight (Mar 25), $PDD(PDD.US) released Q4 2025 results. Once the year's wild card on earnings, the company has now delivered two straight quarters broadly in line with the Street. PDD is now arguably the most focused, pure-play, value-driven e-commerce player in China.In detail: 1) Total revenue growth showed some recovery, weak at home and strong overseas. Revenue came in at approx. RMB 123.9bn (+12% YoY), roughly in line with expectations. Growth accelerated vs. last quarter, with a softer domestic contribution (Q4 was weak across e-com) ...

PDD: Has the Maverick Gone Mediocre?---

Pop Mart

Conference Minutes

Below is Dolphin Research's Trans of the FY25 earnings call for $POP MART(09992.HK). This section provides a recap of the core takeaways.1) Shareholder returns: the company plans to distribute 25% of net income attributable to shareholders as dividends. This implies a total payout of RMB 3.194bn and DPS of RMB 2.38.2) Guidance: for 2026, management targets revenue growth of at least 20%, prioritizing healthy, sustainable growth over aggressive expansion. It aims to avoid revenue growth without profit. The company will add quarterly business updates in May and Nov to increase disclosure frequency...

Sony

POP MART

Sony Group Corporation

POP MART HK SDR 20to1

ByteDance

POP MART (Trans): 2026 'pit stop to refuel and change tires'

Forwarding a news piece today that had a major impact on the Hang Seng 'Food Delivery' Index. The crux: the State Administration for Market Regulation reposted an Economic Daily op-ed arguing the 'food-delivery price war' should end soon. Of course, this is not the first such line from state media, nor an official SAMR stance; it was merely a repost, though it may hint at regulators' leanings.However, Dolphin Research believes that unless regulators step in and forcefully halt delivery subsidies, competition will still be driven by companies' own goals and appetite. As such, the actual impact of this 'signal' is uncertain; it mainly lifts sentiment and could accelerate participants' subsidy rollbacks and loss reduction. $Alibaba(BABA.US) $MEITUAN(03690.HK) $JD.com(JD.US)

Meituan HK SDR 5to1

Laopu Gold 

Below is Dolphin Research's Trans from Laopu Gold's 2H2525 earnings call. For the earnings analysis, please see 'Laopu Gold: High-price follow-on; the Hermes of gold's big bet paid off!'

LAOPU GOLD

ETFS Capital Ltd.

Gold.com

HANG LUNG PPT

HANG LUNG GROUP

Laopu Gld HK SDR 50to1

Laopu Gold (Trans): Target GPM to stay at 40%-43%

With a two-track push in food delivery and AI, $Alibaba(BABA.US) released FY26 Q3 results pre-mkt tonight (Mar 19).From an expectations lens, aside from softer Intl commerce growth and deeper losses in other segments, the print broadly tracked the recently lowered guidance.In absolute terms, however, performance was weak.As the tailwind from state subsidies and the monetization uptick cycle largely faded, core commerce growth slowed markedly.The bright spot was Alibaba Cloud, which continued to post solid growth.Bloomberg consensus was not timely updated this quarter, so its reference value is limited...

Shopify 

BABA: E-com slips again; AI is the only lifeline---

Every new discussion zone marks a new step in the growth of our community. Here, you’ll find the latest unlocked stock discussion zones and connect with fellow investors. Thank you for being part of this journey — let’s grow together! 🚀

Every new discussion zone marks a new step in the growth of our community. Here, you’ll find the latest unlocked stock discussion zones and connect with fellow investors. Thank you for being part of this journey — let’s grow together! 🚀

NewDiscussionZones

$JD.com(JD.US) is successfully shedding its label as a purely asset-heavy, first-party retailer. The brightest spot in Q4 was a 20% surge in services revenue, reaching RMB 79.3 billion. Powered by AI algorithm optimizations, platform and advertising revenue jumped 15%. This high-margin growth engine successfully offset the 12% macro- and high-base-driven decline in electronics and home appliances. Furthermore, high-frequency general merchandise posted a robust 12.1% growth, significantly optimizing the revenue mix.To reclaim mindshare in lower-tier markets and on-demand retail, the new business segment saw revenue skyrocket 200.9% to RMB 14.1 billion in Q4. However, this came at a steep cost: an operating loss of RMB 14.8 billion (compared to a sub-RMB 1 billion loss a year ago). This is a double-edged sword: it signals a fierce commitment to defending market share, but it remains the most glaring financial red flag. Management indicated that investments here may taper off in 2026, suggesting the peak of the cash burn might be over, though this requires strict verification in upcoming quarters.@Bridge Buzz SG

CIJDCOM@EC2611A(28075.HK)

CIJDCOM@EC2611A Stock Performance Chart

Michael Burry is Loading Up on JD.com Stock. Should You?

"Firefighter" Adidas, Partnering with JD: Is HLA GROUP Becoming the "Contractor" of the Downward Market?

JD Fashion's "Assured Quality Mark" has been online for nearly a year, with the number of marked apparel products increasing more than sixfold year-on-year

JD Cloud launches new member "JoyClaw"

JD.com Data: Number of Labeled Apparel Items Increases More Than Sixfold Year-on-Year