<p>京东（NASDAQ:JD - 获取免费报告）在周三发布的报告中，摩根士丹利将其目标价从 25.00 美元上调至 27.00 美元，MarketScreener 报道。该公司目前对这家信息服务提供商的股票给予 “减持” 评级。摩根士丹利的目标价暗示该公司当前价格有 14.26% 的下行潜力。</p>
<ul>
<li>中国再次值得投资吗？两只股票在紧张局势缓解时飙升</li>
</ul>
<p>其他一些研究公司也最近对京东发表了看法。Arete Research 在 4 月 17 日的报告中对京东的股票设定了 37.00 美元的目标价。美国银行在 3 月 5 日的研究报告中重申了 “买入” 评级，并设定了 33.00 美元的目标价。巴克莱在 4 月 14 日的研究报告中将京东的目标价从 34.00 美元上调至 41.00 美元，并给予该公司 “增持” 评级。Benchmark 在 3 月 6 日的报告中重申了对京东的 “买入” 评级。最后，桑福德·C·伯恩斯坦在周三的报告中重申了 “跑赢大盘” 评级，并对京东的股票设定了 40.00 美元的目标价。共有 11 位股票研究分析师对该股给予 “买入” 评级，3 位给予 “持有” 评级，1 位给予 “卖出” 评级。根据 MarketBeat 的数据，京东目前的平均评级为 “适度买入”，共识目标价为 37.85 美元。</p>
<p><strong>查看我们关于京东的最新报告</strong></p>
<h2>京东股价上涨 3.1%</h2>
<ul>
<li>迈克尔·伯里再次对市场做空是否正确？</li>
</ul>
<p>京东股票在周三开盘价为 31.49 美元。该公司的市值为 451.1 亿美元，市盈率为 17.89，市盈增长比率为 8.39，贝塔值为 0.41。京东的 12 个月低点为 24.51 美元，12 个月高点为 38.08 美元。该股票的 50 日简单移动平均线为 29.00 美元，200 日简单移动平均线为 29.33 美元。该公司的流动比率为 1.22，速动比率为 0.91，债务股本比率为 0.21。</p>
<p>京东（NASDAQ:JD - 获取免费报告）最后一次发布财报是在 3 月 31 日。该信息服务提供商报告本季度每股收益为 0.37 美元。京东的净利润率为 1.48%，股本回报率为 7.56%。该公司在本季度的收入为 457.9 亿美元。分析师预计京东在当前年度的每股收益将达到 2.66 美元。</p>
<h2>京东的机构交易</h2>
<ul>
<li>股息上升：三只外国股票提高了分红</li>
</ul>
<p>几家机构投资者最近调整了对该股票的持有。Binnacle Investments Inc 在第三季度将其在京东的持股增加了 365.8%。Binnacle Investments Inc 现在拥有 750 股该信息服务提供商的股票，价值 26,000 美元，此前在上个季度购买了 589 股。Assetmark Inc.在第三季度将其在京东的持股增加了 62.0%。Assetmark Inc.现在拥有 1,043 股该信息服务提供商的股票，价值 36,000 美元，此前在上个季度购买了 399 股。Root Financial Partners LLC 在第四季度将其在京东的持股增加了 1,020.0%。Root Financial Partners LLC 现在拥有 1,120 股该信息服务提供商的股票，价值 32,000 美元，此前在上个季度购买了 1,020 股。Golden State Wealth Management LLC 在第三季度将其在京东的持股增加了 657.9%。Golden State Wealth Management LLC 现在拥有 1,152 股该信息服务提供商的股票，价值 40,000 美元，此前在上个季度购买了 1,000 股。最后，Wexford Capital LP 在第三季度购买了京东的新头寸，价值 43,000 美元。机构投资者和对冲基金持有该公司 15.98% 的股票。</p>
<h2>关于京东的热门头条</h2>
<p>以下是本周影响京东的主要新闻：</p>
<ul>
<li>积极情绪：京东报告第一季度收入为 3157 亿元人民币，同比增长 4.9%，超出预期，服务收入增长 20.6%，物流和市场业务扩展。中国京东报告季度收入增长 5%，超出预期</li>
<li>积极情绪：该公司在本季度恢复了净利润，京东零售的营业收入增加至 150 亿元人民币，营业利润率提高，显示核心零售盈利能力改善。京东发布季度利润，显示食品配送损失缩小</li>
<li>积极情绪：管理层强调新业务，尤其是食品配送的损失在缩小，同时继续进行股票回购，并推出以欧洲为重点的零售业务，如 Joybuy。京东（JD）2026 年第一季度财报电话会议要点：服务和物流强劲增长</li>
<li>中性情绪：一些分析师在财报发布前保持乐观，指出上行潜力和仍然有利的长期论点，包括与迈克尔·伯里相关的看涨关注。京东（JD）财报是对迈克尔·伯里看涨论点的考验</li>
<li>消极情绪：盈利能力仍受到更高支出的压力：履行、营销、研发和一般管理费用均大幅上升，报告的净收入从去年同期的 109 亿元人民币降至 51 亿元人民币。京东发布 2026 年第一季度业绩</li>
<li>消极情绪：京东还因中国市场监管机构的监管罚款约 6.35 亿元人民币，增加了一次性拖累收益和情绪。京东发布 2026 年第一季度业绩</li>
</ul>
<h2>京东公司简介</h2>
<p>（获取免费报告）</p>
<p>京东是一家主要的中国电子商务公司，运营着一个综合性的在线零售平台，销售包括电子产品、家电、服装、杂货和日常家居用品在内的广泛消费品。该公司结合了直接零售——自行采购库存并销售产品——与第三方商家的市场，向消费者提供自营和第三方选择。除了核心零售业务外，京东还扩展到相关服务，如跨境商业的数字市场、在线药房和医疗服务，以及面向企业的云和技术解决方案。</p>
<p>京东商业模式的一个独特特点是其综合物流和履约网络。</p>
<h2>另见</h2>
<ul>
<li>五只我们更看好的股票，胜过京东</li>
<li>为什么 OpenAI 的 IPO 计划可能会对微软带来巨大的胜利</li>
<li>一笔真正的大交易：温迪汉堡推出丰厚的收购套利</li>
<li>Ally Financial 回归基础——投资者在关注</li>
<li>Navitas 因印度交易而突破，验证高功率 AI 转型</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/RatingsAndPriceTargetChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9SkQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="650" height="330" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/RatingsAndPriceTargetChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9SkQ"/></p>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资 1,000 美元在京东吗？</h2>
<p>在考虑京东之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而京东并不在名单上。</p>
<p>虽然京东目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

京东2026年Q1财报出炉！集团净营收3156.9亿元，超市场预期3114.3亿元；调整后每ADS收益5.12元，远超分析师预期的3.57元，营收与盈利双双跑赢华尔街。这份"双beat"答卷，能否让京东摆脱去年外卖大战带来的利润阴霾？你怎么看？

<p>京东2026年Q1财报出炉！集团净营收3156.9亿元，超市场预期3114.3亿元；调整后每ADS收益5.12元，远超分析师预期的3.57元，营收与盈利双双跑赢华尔街。这份"双beat"答卷，能否让京东摆脱去年外卖大战带来的利润阴霾？你怎么看？</p>

京东Q1：营收利润双双超预期

京东

京东-SW

在线零售 ETF - ProShares

线上零售 ETF - Amplify

标普零售指数 ETF - SPDR

<p>摩根士丹利已将京东的目标股价从 25.00 美元上调至 27.00 美元，维持 “减持” 评级。这表明与当前价格相比，可能存在 14.26% 的下行空间。其他分析师设定了不同的目标，平均共识价格为 37.85 美元。京东最近报告的季度收入为 3157 亿元人民币，同比增长 4.9%，并恢复了净利润，显示其核心零售业务的盈利能力有所改善。该股开盘价为 31.49 美元，市值为 451.1 亿美元，市盈率为 17.89</p>

<p>JD.com (NASDAQ:JD - Get Free Report) had its price objective upped by research analysts at Morgan Stanley from $25.00 to $27.00 in a report issued on Wednesday,MarketScreener reports. The firm currently has an &#34;underweight&#34; rating on the information services provider's stock. Morgan Stanley's target price suggests a potential downside of 14.26% from the company's current price.</p>
<div class="lb-trans"><p>京东（NASDAQ:JD - 获取免费报告）在周三发布的报告中，摩根士丹利将其目标价从 25.00 美元上调至 27.00 美元，MarketScreener 报道。该公司目前对这家信息服务提供商的股票给予 “减持” 评级。摩根士丹利的目标价暗示该公司当前价格有 14.26% 的下行潜力。</p>
</div><ul>
<li>Is China Investable Again? 2 Stocks Soaring as Tensions Ease</li>
</ul>
<div class="lb-trans"><ul>
<li>中国再次值得投资吗？两只股票在紧张局势缓解时飙升</li>
</ul>
</div><p>A number of other research firms have also recently weighed in on JD. Arete Research set a $37.00 price objective on shares of JD.com in a report on Friday, April 17th. Bank of America reissued a &#34;buy&#34; rating and set a $33.00 target price on shares of JD.com in a research note on Thursday, March 5th. Barclays raised their target price on JD.com from $34.00 to $41.00 and gave the company an &#34;overweight&#34; rating in a research report on Tuesday, April 14th. Benchmark reaffirmed a &#34;buy&#34; rating on shares of JD.com in a report on Friday, March 6th. Finally, Sanford C. Bernstein reaffirmed an &#34;outperform&#34; rating and issued a $40.00 price target on shares of JD.com in a report on Wednesday. Eleven equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, JD.com presently has an average rating of &#34;Moderate Buy&#34; and a consensus target price of $37.85.</p>
<div class="lb-trans"><p>其他一些研究公司也最近对京东发表了看法。Arete Research 在 4 月 17 日的报告中对京东的股票设定了 37.00 美元的目标价。美国银行在 3 月 5 日的研究报告中重申了 “买入” 评级，并设定了 33.00 美元的目标价。巴克莱在 4 月 14 日的研究报告中将京东的目标价从 34.00 美元上调至 41.00 美元，并给予该公司 “增持” 评级。Benchmark 在 3 月 6 日的报告中重申了对京东的 “买入” 评级。最后，桑福德·C·伯恩斯坦在周三的报告中重申了 “跑赢大盘” 评级，并对京东的股票设定了 40.00 美元的目标价。共有 11 位股票研究分析师对该股给予 “买入” 评级，3 位给予 “持有” 评级，1 位给予 “卖出” 评级。根据 MarketBeat 的数据，京东目前的平均评级为 “适度买入”，共识目标价为 37.85 美元。</p>
</div><p><strong>View Our Latest Report on JD.com</strong></p>
<div class="lb-trans"><p><strong>查看我们关于京东的最新报告</strong></p>
</div><h2>JD.com Trading Up 3.1%</h2>
<div class="lb-trans"><h2>京东股价上涨 3.1%</h2>
</div><ul>
<li>Is Michael Burry Right Betting Against the Market Again?</li>
</ul>
<div class="lb-trans"><ul>
<li>迈克尔·伯里再次对市场做空是否正确？</li>
</ul>
</div><p>JD.com stock opened at $31.49 on Wednesday. The firm has a market cap of $45.11 billion, a PE ratio of 17.89, a P/E/G ratio of 8.39 and a beta of 0.41. JD.com has a 12 month low of $24.51 and a 12 month high of $38.08. The stock's 50 day simple moving average is $29.00 and its two-hundred day simple moving average is $29.33. The company has a current ratio of 1.22, a quick ratio of 0.91 and a debt-to-equity ratio of 0.21.</p>
<div class="lb-trans"><p>京东股票在周三开盘价为 31.49 美元。该公司的市值为 451.1 亿美元，市盈率为 17.89，市盈增长比率为 8.39，贝塔值为 0.41。京东的 12 个月低点为 24.51 美元，12 个月高点为 38.08 美元。该股票的 50 日简单移动平均线为 29.00 美元，200 日简单移动平均线为 29.33 美元。该公司的流动比率为 1.22，速动比率为 0.91，债务股本比率为 0.21。</p>
</div><p>JD.com (NASDAQ:JD - Get Free Report) last posted its earnings results on Tuesday, March 31st. The information services provider reported $0.37 earnings per share for the quarter. JD.com had a net margin of 1.48% and a return on equity of 7.56%. The firm had revenue of $45.79 billion during the quarter. Analysts anticipate that JD.com will post 2.66 earnings per share for the current year.</p>
<div class="lb-trans"><p>京东（NASDAQ:JD - 获取免费报告）最后一次发布财报是在 3 月 31 日。该信息服务提供商报告本季度每股收益为 0.37 美元。京东的净利润率为 1.48%，股本回报率为 7.56%。该公司在本季度的收入为 457.9 亿美元。分析师预计京东在当前年度的每股收益将达到 2.66 美元。</p>
</div><h2>Institutional Trading of JD.com</h2>
<div class="lb-trans"><h2>京东的机构交易</h2>
</div><ul>
<li>Dividends Are Rising: 3 Foreign Stocks Boosting Payouts</li>
</ul>
<div class="lb-trans"><ul>
<li>股息上升：三只外国股票提高了分红</li>
</ul>
</div><p>Several institutional investors have recently modified their holdings of the stock. Binnacle Investments Inc boosted its holdings in JD.com by 365.8% in the 3rd quarter. Binnacle Investments Inc now owns 750 shares of the information services provider's stock worth $26,000 after buying an additional 589 shares during the last quarter. Assetmark Inc. grew its holdings in JD.com by 62.0% in the 3rd quarter. Assetmark Inc. now owns 1,043 shares of the information services provider's stock valued at $36,000 after buying an additional 399 shares in the last quarter. Root Financial Partners LLC grew its holdings in JD.com by 1,020.0% in the 4th quarter. Root Financial Partners LLC now owns 1,120 shares of the information services provider's stock valued at $32,000 after buying an additional 1,020 shares in the last quarter. Golden State Wealth Management LLC increased its stake in shares of JD.com by 657.9% in the 3rd quarter. Golden State Wealth Management LLC now owns 1,152 shares of the information services provider's stock worth $40,000 after acquiring an additional 1,000 shares during the last quarter. Finally, Wexford Capital LP purchased a new position in shares of JD.com during the 3rd quarter worth $43,000. Institutional investors and hedge funds own 15.98% of the company's stock.</p>
<div class="lb-trans"><p>几家机构投资者最近调整了对该股票的持有。Binnacle Investments Inc 在第三季度将其在京东的持股增加了 365.8%。Binnacle Investments Inc 现在拥有 750 股该信息服务提供商的股票，价值 26,000 美元，此前在上个季度购买了 589 股。Assetmark Inc.在第三季度将其在京东的持股增加了 62.0%。Assetmark Inc.现在拥有 1,043 股该信息服务提供商的股票，价值 36,000 美元，此前在上个季度购买了 399 股。Root Financial Partners LLC 在第四季度将其在京东的持股增加了 1,020.0%。Root Financial Partners LLC 现在拥有 1,120 股该信息服务提供商的股票，价值 32,000 美元，此前在上个季度购买了 1,020 股。Golden State Wealth Management LLC 在第三季度将其在京东的持股增加了 657.9%。Golden State Wealth Management LLC 现在拥有 1,152 股该信息服务提供商的股票，价值 40,000 美元，此前在上个季度购买了 1,000 股。最后，Wexford Capital LP 在第三季度购买了京东的新头寸，价值 43,000 美元。机构投资者和对冲基金持有该公司 15.98% 的股票。</p>
</div><h2>Trending Headlines about JD.com</h2>
<div class="lb-trans"><h2>关于京东的热门头条</h2>
</div><p>Here are the key news stories impacting JD.com this week:</p>
<div class="lb-trans"><p>以下是本周影响京东的主要新闻：</p>
</div><ul>
<li>Positive Sentiment: JD.com reported first-quarter revenue of RMB315.7 billion, up 4.9% year over year and ahead of estimates, with service revenue rising 20.6% as logistics and marketplace businesses expanded. China's JD.com reports 5% rise in quarterly revenue, beating estimates</li>
<li>Positive Sentiment: The company returned to net profit in the quarter, and JD Retail’s operating income increased to RMB15.0 billion with a higher operating margin, signaling improving core retail profitability. JD.com Posts Quarterly Profit, Signaling Narrowing Food-Delivery Losses</li>
<li>Positive Sentiment: Management highlighted narrowing losses in new businesses, especially food delivery, while also continuing share repurchases and launching Europe-focused retail efforts such as Joybuy. JD.com Inc (JD) Q1 2026 Earnings Call Highlights: Strong Growth in Service and Logistics Amidst ...</li>
<li>Neutral Sentiment: Some analysts remained constructive ahead of the print, citing upside potential and a still-favorable long-term thesis, including Michael Burry-related bullish attention. JD.com (JD) Earnings A Test For Michael Burry’s Bull Thesis</li>
<li>Negative Sentiment: Profitability was still pressured by heavier spending: fulfillment, marketing, R&amp;D, and G&amp;A costs all rose sharply, and reported net income fell to RMB5.1 billion from RMB10.9 billion a year earlier. JD.com Announces First Quarter 2026 Results</li>
<li>Negative Sentiment: JD.com also booked a roughly RMB635 million regulatory fine from China’s market regulator, adding a one-time drag on earnings and sentiment. JD.com Announces First Quarter 2026 Results</li>
</ul>
<div class="lb-trans"><ul>
<li>积极情绪：京东报告第一季度收入为 3157 亿元人民币，同比增长 4.9%，超出预期，服务收入增长 20.6%，物流和市场业务扩展。中国京东报告季度收入增长 5%，超出预期</li>
<li>积极情绪：该公司在本季度恢复了净利润，京东零售的营业收入增加至 150 亿元人民币，营业利润率提高，显示核心零售盈利能力改善。京东发布季度利润，显示食品配送损失缩小</li>
<li>积极情绪：管理层强调新业务，尤其是食品配送的损失在缩小，同时继续进行股票回购，并推出以欧洲为重点的零售业务，如 Joybuy。京东（JD）2026 年第一季度财报电话会议要点：服务和物流强劲增长</li>
<li>中性情绪：一些分析师在财报发布前保持乐观，指出上行潜力和仍然有利的长期论点，包括与迈克尔·伯里相关的看涨关注。京东（JD）财报是对迈克尔·伯里看涨论点的考验</li>
<li>消极情绪：盈利能力仍受到更高支出的压力：履行、营销、研发和一般管理费用均大幅上升，报告的净收入从去年同期的 109 亿元人民币降至 51 亿元人民币。京东发布 2026 年第一季度业绩</li>
<li>消极情绪：京东还因中国市场监管机构的监管罚款约 6.35 亿元人民币，增加了一次性拖累收益和情绪。京东发布 2026 年第一季度业绩</li>
</ul>
</div><h2>JD.com Company Profile</h2>
<div class="lb-trans"><h2>京东公司简介</h2>
</div><p>(Get Free Report)</p>
<div class="lb-trans"><p>（获取免费报告）</p>
</div><p>JD.com is a major Chinese e-commerce company that operates a comprehensive online retail platform selling a wide range of consumer goods, including electronics, appliances, apparel, groceries and everyday household items. The company combines direct retailing—purchasing inventory and selling products itself—with a marketplace for third-party merchants, offering consumers both self-operated and third-party choices. In addition to its core retail business, JD.com has expanded into adjacent services such as digital marketplaces for cross-border commerce, online pharmacy and healthcare services, and enterprise-facing cloud and technology solutions.</p>
<div class="lb-trans"><p>京东是一家主要的中国电子商务公司，运营着一个综合性的在线零售平台，销售包括电子产品、家电、服装、杂货和日常家居用品在内的广泛消费品。该公司结合了直接零售——自行采购库存并销售产品——与第三方商家的市场，向消费者提供自营和第三方选择。除了核心零售业务外，京东还扩展到相关服务，如跨境商业的数字市场、在线药房和医疗服务，以及面向企业的云和技术解决方案。</p>
</div><p>A distinctive feature of JD.com's business model is its integrated logistics and fulfillment network.</p>
<div class="lb-trans"><p>京东商业模式的一个独特特点是其综合物流和履约网络。</p>
</div><h2>See Also</h2>
<div class="lb-trans"><h2>另见</h2>
</div><ul>
<li>Five stocks we like better than JD.com</li>
<li>Why OpenAI’s IPO Plans Could Be a Massive Win for Microsoft</li>
<li>A Real Biggie Deal: Wendy's Serves Up a Juicy Buyout Arbitrage</li>
<li>Ally Financial Is Back to Basics—And Investors Are Watching</li>
<li>Navitas Breaks Out on India Deal, Validating High-Power AI Pivot</li>
</ul>
<div class="lb-trans"><ul>
<li>五只我们更看好的股票，胜过京东</li>
<li>为什么 OpenAI 的 IPO 计划可能会对微软带来巨大的胜利</li>
<li>一笔真正的大交易：温迪汉堡推出丰厚的收购套利</li>
<li>Ally Financial 回归基础——投资者在关注</li>
<li>Navitas 因印度交易而突破，验证高功率 AI 转型</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/RatingsAndPriceTargetChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9SkQ" alt="" original-src="https://www.marketbeat.com/scripts/RatingsAndPriceTargetChart.ashx?Prefix=NASDAQ&amp;Symbol=JD"/></p>
<p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in JD.com Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在京东吗？</h2>
</div><p>Before you consider JD.com, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑京东之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and JD.com wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而京东并不在名单上。</p>
</div><p>While JD.com currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然京东目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

JD.com (NASDAQ:JD) Given New $27.00 Price Target at Morgan Stanley

- 摩根士丹利将京东目标价格上调至 27.00 美元，维持 “在配股” 评级。  
- 京东第一季度营收达 3157 亿元人民币，同比增长 4.9%。  
- 京东净利润下滑至 51 亿元人民币，受支出增加影响。

摩根士丹利给予京东（NASDAQ:JD）新的 27.00 美元目标价