退休的李阿姨购物车里堆满了坚果礼盒、糕点礼盒；80后的小晨选购了寓意"马上有福"的生肖挂饰，并给老家添置了智能电器；一位年轻的95后母亲则为孩 子精心挑选了红色"新年战袍"……腊八过后，年货市场也正式迎来消费高峰。京东数据显示，1月25日年货节启动以来，年货相关的搜索量同比增长超4倍， 红色服饰、马元素摆件、福字装饰及各类礼盒类产品在年货节首周备受青睐。 今年的年货置办有哪些新的想法和需求？年货置办的节奏是怎样的？有哪些"新年货"会出现？日前，京东消费及产业发展研究院邀请了5000名消费者一起聊 了聊"置办年货的那些事儿"，总结了如下的观察： l不同于日常购物，消费者在年货采购过程中展现出"强计划性、高活跃度、礼赠驱动"的显著特征。调研显示，68.8%的用户会提前半个月以上开启年货采 购计划，还有21%的人会在小年前后开始集中置办采买年货，高比例的提前采购行为反映出春节筹备承载的"仪式感"。同时，年货消费的计划性更强，超过 八成的消费者（82.6%）会在采购前制定购物计划，其中的四成消费者属于"高度计划者"，他们将年货置办视为一个"项目"，做规划、做预算、列清单、定 排期……形成清晰的SOP，有节奏的进行细节 ...

Group 1: Amazon Financial Performance - Amazon reported Q4 sales of $213.39 billion, exceeding the estimate of $211.49 billion, with earnings per share of $1.95, slightly below the forecast of $1.96 [2] - The company plans to invest approximately $200 billion in capital expenditures by 2026, indicating a strong commitment to growth and technology investment [2] - Amazon's projected revenue for Q1 is between $173.5 billion and $178.5 billion, reflecting continued growth expectations [2] Group 2: Stock Market Overview - Major U.S. stock indices experienced declines, with the Dow Jones down 1.2%, Nasdaq down 1.59%, and S&P 500 down 1.23% [3][4] - Large tech stocks saw significant drops, with Microsoft down nearly 5%, Amazon down over 4%, and AMD down over 3% [3][4] - The Nasdaq China Golden Dragon Index rose by 0.9%, with mixed performance among popular Chinese stocks [3] Group 3: Global Asset Performance - International oil prices fell sharply, with WTI crude oil down 2.84% to $63.29 per barrel and Brent crude down 2.75% to $67.55 [4] - Precious metals also declined, with spot gold down 1.27% to $4719.69 per ounce and silver down 5.51% to $67.07 per ounce [4] - Bitcoin dropped below $63,000, trading at $62,800, while Ethereum fell over 2.72% to $1,818 [4] Group 4: AI Developments - OpenAI launched a new coding model, GPT-5.3 Codex, which is 25% faster than its predecessor and allows users to create complex software using natural language [6] - Anthropic released a new AI model, Claude Opus 4.6, designed for financial research, which can analyze corporate data and generate detailed financial reports [8] Group 5: Mergers and Acquisitions - Meituan announced plans to acquire Dingdong for approximately $717 million, which will integrate Dingdong's financial performance into Meituan's reports [9] - NIO expects to achieve its first quarterly profit in Q4 2025, with adjusted operating profit projected between 700 million and 1.2 billion yuan [10]

买入叮咚买菜 美团不只盯上即时零售 零售江湖再被搅动。2月5日，美团宣布以约7.17亿美元初始对价，完成对生鲜即时零售平台叮咚买菜中 国业务100%股权的收购。后者成熟的生鲜供应链、超千家前置仓能为美团再添弹药。在行业人士眼 中，此举是美团应对京东、阿里围攻的防御性策略。 以即时零售为核心战场，电商行业已进入"巨头全面对抗"的新阶段，供应链能力、配送网络及数字化运 营成为平台赢得市场的关键变量，美团、京东和阿里三大巨头的差异化角逐将更为胶着。 填补区域空白 美团零售再扩版图。公告显示，美团高度重视即时零售业务，本次收购将有助于充分发挥双方在商品 力、技术、运营等方面的优势，为消费者提供更优质的消费和配送体验。公开资料显示，截至2025年9 月，叮咚买菜月购买用户数超过700万。 据了解，叮咚买菜的海外业务不在本次交易范围内，交易过渡期内，叮咚买菜将按交易前的模式继续经 营。2月5日，叮咚买菜创始人梁昌霖在内部信中表示，叮咚买菜的业务和团队将保持稳定。 美团此次出手，本质上是对即时零售赛道的战略补强。近年来，美团持续探索零售新业态，从"美团买 菜"的探索，到2023年后升级为"小象超市"；从"送餐"到"送一切" ...

三是着力规范外卖平台非理性竞争。针对去年以来外卖行业出现的"口水仗""补贴战"等扰乱市场竞争秩 序的问题，国家市场监督管理总局对主要外卖平台企业加强调研指导，及时开展行政约谈、划出监管红 线，推动外卖平台规范促销、理性竞争、守法经营。国家市场监督管理总局发布实施《外卖平台服务管 理基本要求》国家标准，帮助平台优化管理、提升服务，促进多方共赢发展。 点名成都快购、头部主播和外卖补贴战 2025年，直播电商平台发展迅速，头部电商主播备受关注，直播电商交易中的以次充好、以假乱真案 例，也时常冲上热搜。同时，外卖大战也打得轰轰烈烈，成为一场全民参与的"商战"，外卖大战也是这 一年平台非理性竞争的产物。 朱剑桥在回答21世纪经济报道记者关于平台经济治理的提问时表示，平台经济作为社会经济的重要组成 部分，近年来在快速发展的同时，也面临着诸多的挑战。2025年，市场监管部门在平台经济生态治理取 得了重要进展。 一是重点整治平台规则和收费突出问题。国家市场监督管理总局聚焦平台经济领域突出问题，部署开展 了约谈整改和排查整治，有力纠治"仅退款""强制运费险""全网最低价"等规则滥用、规则制定不合理以 及执行不透明等问题，有效遏 ...

（来源：TradingView） 昨夜今晨，近几天命途多舛的软件板块和加密货币再度迎来新一轮的下挫。疲软的美国就业数据也令过去几天的"板块轮动"戛然而止，抛售范围扩大到整个 市场。 截至收盘，标普500指数跌1.23%，报6798.4点；纳斯达克综合指数跌1.59%，报22540.59点，也是自去年4月以来最严重的三日抛售；道琼斯工业平均指数跌 1.2%，报48908.72点。比特币盘中跌破6.4万美元，近半年缩水近一半；现货白银也出现了单日下跌近20%的状况。 前几个交易日，美股的下跌局限在AI和软件相关的板块，周四抛售范围进一步扩大。标普500成分股中有318只个股下跌，部分原因在于最新劳动力市场数 据疲软。其中美国12月职位空缺意外下降至2020年以来的最低水平。挑战者裁员人数创下自2009年衰退最严重时期以来的1月最高纪录。 安联首席经济顾问Mohamed El-Erian表示："值得注意的是，这些裁员发生在GDP仍以约 4%速度增长的情况下，加速了就业与经济增长的脱钩——如果这一 现象持续下去，将产生深远的经济、政治和社会影响。" 周四收盘后，标普500指数又一次踩在100日均线上。令市场感到焦心的 ...

本报讯 2月4日，花溪区燕楼镇坝楼村举办以"家电下乡·暖冬惠农·京东护航"为主题的专项公益活动。 活动由贵阳市市场监督管理局、花溪区融媒体中心、燕楼镇人民政府及京东家电喷水池体验店联合开 展，通过政策宣讲、物资捐赠、现场咨询、服务保障等多种形式，将惠民红利与暖心服务精准送达村民 手中。活动中，还向坝楼村78户脱贫户和监测户捐赠羽绒被、电饭锅、电暖器、春联等物资和家电产 品。 转自：贵州日报 坝楼村村民领取爱心赠品。 （杨小平 贵阳日报融媒体记者 李春明 文/图） （《举行爱心捐赠公益活动》由贵阳日报为您提供，转载请注明来源，未经书面授权许可，不得转载或 镜像。） 活动开展前，坝楼村驻村工作队与村"两委"通过对全村冬季安全用电、用火等情况进行大走访，摸排村 民需求，确保村民切实享受到美好乡村"国补换新惠民计划"和"京东补贴"双重补贴，帮助解决村民家电 需求与换新需求，并由京东提供涵盖选购、配送、安装、售后的一站式服务保障。据悉，此次专项公益 活动将持续至2月14日。 ...

Group 1 - The "Export China" series of events is part of China's proactive approach to expand its autonomous opening-up and increase imports, aiming to create new opportunities for countries worldwide [1] - The event aims to strengthen supply-demand matching and attract high-quality products and services to China, facilitating their entry into e-commerce platforms, supermarkets, and shopping districts [1] - Beijing is positioned as a significant window for foreign trade and import expansion, with the Ministry of Commerce supporting the city in enhancing its role as a new highland for opening up [1] Group 2 - Beijing is committed to deepening its construction as an international consumption center, leveraging its vast market space, efficient circulation system, and open institutional environment to attract international quality goods and services [2] - The city plans to integrate imports with consumption, aiming to become the preferred destination for global quality goods and services entering the Chinese market [2] - Efforts will be made to improve the cross-border logistics system and create a first-class business environment, while also addressing entry barriers and reducing operational costs for businesses [2]

We recently published an article titled 12 High Growth E-commerce Stocks To Buy.  JD.com, Inc. (NASDAQ:JD) is reportedly exploring a potential first entry into the dim sum bond market, considering an offshore yuan-denominated issuance of up to 10 billion yuan, or roughly $1.4 billion, with maturities of up to 10 years, according to sources familiar with the matter. While discussions remain preliminary and key details such as timing have not been finalized, such a move could enhance the company’s financial ...

Market Overview - On February 5, US stock indices opened lower, with the Nasdaq down 1.58%, the Dow down 0.5%, and the S&P 500 down 1.04%. Over 3,000 individual stocks declined [1] - The Nasdaq China Golden Dragon Index rose by 0.58%, closing at 7504.59 points [3] Company-Specific Developments - Google shares fell over 6% due to concerns over high capital expenditure guidance [1] - NIO's stock increased by over 7% as the company reported its first quarterly adjusted operating profit [1] - Qualcomm's shares dropped over 10% following a weak Q2 earnings forecast [1] - Coupang, a South Korean e-commerce giant, saw its stock decline by over 9% after confirming a data breach affecting 165,000 users [1] - Estée Lauder's stock plummeted 18% due to increased marketing costs and lower-than-expected earnings guidance for the year [1] Sector Performance - Weight loss drug stocks faced setbacks, with Novo Nordisk down over 4% and Eli Lilly down over 3% [1] - Cryptocurrency-related stocks also fell, with Strategy down over 7%, Coinbase down over 4%, and Circle down over 2% [2] Commodity Market - Gold prices fell significantly, with spot gold down 3.16% to $4811.27 per ounce, and silver down over 16% to $73.695 per ounce [9] - Brent crude oil decreased by 2.97% to $67.40 per barrel, while WTI crude oil fell to $63.17 per barrel, down 3.02% [11]

Company Overview - JD.com is a leading supply chain-based technology and service provider in China, leveraging an extensive logistics infrastructure and digital platform to support large-scale e-commerce operations [6] - The company's integrated business model combines direct sales with third-party marketplace offerings, enabling efficient product delivery and broad customer reach [6] - JD.com offers a broad range of products including electronics, home appliances, and general merchandise, and provides online marketplace and logistics services [8] - The company generates revenue from direct sales, third-party marketplace commissions, logistics, and technology services, targeting individual consumers and third-party merchants primarily within China [8] Financial Metrics - As of February 4, 2026, JD.com shares were priced at $27.55, down 31.1% over the past year, underperforming the S&P 500 by 45.1 percentage points [3] - The market capitalization of JD.com is $43.99 billion [4] - The revenue for JD.com on a trailing twelve months (TTM) basis is $180.73 billion, with a net income of $4.88 billion [4]