1月28日，刘强东在为老家送年货之余，也为家乡孩子们准备了一份特别的新年礼物：江苏省宿迁市光明村迎来全国首个综合AI教室。 该教室由京东在2026年"我给老家送年货"活动中捐建，整合了多项前沿科技资源与数字化教育工具，为乡村学生打造了沉浸式科技启蒙学习空间。 活动现场，京东3C数码正式启动"AI燎原计划"，计划未来将综合AI教室复制全国，在各地打造100间，把最新的科技资源送到更多地方。 据现场京东采销工作人员介绍，这间综合AI教室突破传统电教模式，划分多个功能区域以满足不同学习需求。 阅读成长区内，小猿学习机、阿尔法蛋全科扫拍学习机、科大讯飞听力宝等智能设备各司其职，分别提供个性化学习规划、全科答疑、语言听说训练等服 务，JDRead阅读器、乐乐趣点读笔及魅族AI眼镜则从不同维度拓展数字化学习体验。 这里配备了近期当红的消费级3D打印品牌拓竹入门款A1 mini，支持海量模型一键打印，激发学生创意灵感；同时还有智小白Explorer 3D，打印学习机则内 置教材同步模型库，将抽象知识转化为立体教具。支持学生将数学几何知识、美术创意转化为立体实物，培育工程思维与实践能力。 AI互动区中，搭载京东自研JoyIn ...

Market Overview - US stock market showed mixed results as investors digested the latest Federal Reserve interest rate decision, with the Dow Jones increasing by 12.19 points (0.02%) to 49,015.60, and the Nasdaq rising by 0.17% to 23,857.45, while the S&P 500 slightly declined by 0.01% to 6,978.03, marking an intraday historical high above 7,000 points [3] Technology Sector Performance - Star tech stocks exhibited divergence, with Nvidia rising by 1.59%, Google by 0.38%, and Microsoft by 0.22%. In contrast, Tesla fell by 0.10%, while Meta, Amazon, and Apple dropped over 0.6%, with Apple down by 0.7% and Oracle down by 1.20% [4][5] - The Nasdaq China Golden Dragon Index increased by 0.32%, with Alibaba up by 1.70%, NetEase by 1.46%, and Baidu by 0.02%. However, JD.com fell by 0.92% and Pinduoduo dropped by 3.84% [4] Semiconductor Sector Insights - The Philadelphia Semiconductor Index rose by 2.3%, with Intel increasing by 11.04% and Texas Instruments by 9.9%. However, ASML saw a decline of 2.1% despite reporting record net sales of €9.7 billion for Q4 2025, exceeding market expectations [6] - ASML's order volume reached €13.2 billion, double the analysts' average forecast, and the company raised its sales outlook for 2026 to between €34 billion and €39 billion, compared to the analysts' expectation of €35 billion [6] Federal Reserve and Economic Indicators - The Federal Reserve decided to maintain interest rates, citing robust economic expansion and signs of stabilization in the unemployment rate. Fed Chair Jerome Powell indicated that current monetary policy is not significantly tight [6][7] - The current inflation level is slightly above the Fed's target, while unemployment has risen, creating a contradiction that keeps the Fed's policy stance neutral until data changes necessitate a clear choice [7] Commodity Market Movements - Precious metals saw strong gains, with COMEX gold futures for January delivery rising by 4.36% to $5,301.60 per ounce, and silver futures increasing by 7.19% to $113.11 per ounce [8]

Group 1 - Cortland Associates sold 373,236 shares of JD.com for an estimated $11.67 million during the fourth quarter of 2025, resulting in a decline of $14.03 million in the fund's JD.com position over the quarter [2][3] - After the sale, JD.com now represents 0.56% of Cortland Associates' U.S. equity assets under management, with the fund holding 155,104 shares valued at $4.45 million [2][3] - As of January 27, 2026, JD.com shares were priced at $29.50, reflecting a 24.7% decline over the past year and underperforming the S&P 500 by 40.76 percentage points [3] Group 2 - JD.com reported a total revenue of $180.73 billion and a net income of $4.88 billion for the trailing twelve months [4] - The company has a dividend yield of 3.37% and its stock price as of January 27, 2026, was $29.50 [4] - JD.com is recognized as a leading technology-driven e-commerce and supply chain company in China, leveraging extensive logistics infrastructure and proprietary technology to efficiently deliver a wide range of products [6][8]

Investors with a lot of money to spend have taken a bullish stance on JD.com (NASDAQ:JD).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with JD, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 25 un ...

1月27日，一架满载跨境电商包裹及高价值电子产品的京东航空B737-800BCF全货机从武汉天河国际机 场起飞，直飞泰国曼谷素万那普国际机场。随着此次航班启航，京东航空"武汉=曼谷"定期国际货运航 线正式开通。该航线既为华中地区与东南亚核心市场搭建起高效"空中桥梁"，也标志着京东航空亚太航 空物流网络布局再添关键支点。 作为京东航空深耕华中市场的重要举措，"武汉=曼谷"航线可精准匹配区域产业特色与跨境物流需求。 该航线由737-800BCF全货机执飞，单程最大业载达22吨，可满足各类货物批量运输需求；航班频次按 季节动态调整，其中1-10月份每周执飞三班（周二、周四、周日），11-12月份进行航班加密，每周执 飞五班（周二、周三、周四、周五、周日）。依托定班直飞与高频稳定优势，实现货物"即装即运、快 速通达"。 值得一提的是，航线开通当日，"京东物流（武汉）进出口商品集散中心"正式挂牌，天河机场京东物流 配套操作场地同时启用。两者与 "武汉 = 曼谷" 航线形成 "空地协同" 的物流闭环，可进一步提升运输效 率。 图注：京东航空运营的737-800BCF全货机 今年年初，京东航空首架A330宽体货机正式入列， ...

中经记者 李静 北京报道 2026年1月26日，京东集团旗下京东产发（京东智能产发股份有限公司； JINGDONG Property，Inc.） 正式向香港联交所递交A1申请文件，对外披露了公司的资产规模、业务构成、竞争优势及海外战略， 再次冲刺港股主板上市。 作为中国领先的现代化基础设施开发及管理平台，京东产发将携超1200亿元在管资产、覆盖全球10余个 国家的280余个现代化基础设施资产奔赴资本市场。 网经社电子商务研究中心主任曹磊对《中国经营报》记者指出："京东产发递交上市申请标志着其作为 京东集团供应链基础设施核心平台的战略升级迈出关键一步。" 从"重资产"到"轻重融合" 招股书显示，京东产发是京东集团旗下的现代化基础设施开发及管理平台，也是京东供应链生态系统的 基石。 2020年至2024年，京东产发年均实现资产增值变现收益13亿元，累计回报率达到初始成本的40%。 第三部分收入来自基金/合伙投资平台管理。京东产发自2019年开始设立首只私募基金，截至2025年9月 30日，京东产发已经主导设立了5只核心基金、1只开发基金、1只收购基金、1个合伙投资平台，以及在 上海证券交易所的1只基础设施证券投资 ...

Core Viewpoint - Liu Qiangdong is returning to his hometown to distribute red envelopes while announcing the upcoming IPO of his seventh company, JD Intelligent Infrastructure Co., Ltd. [1] Group 1: Company Overview - JD Intelligent Infrastructure Co., Ltd., referred to as "JD Infrastructure," submitted its prospectus to the Hong Kong Stock Exchange on January 26, with major underwriters including Bank of America and Goldman Sachs [3] - This is not the first attempt at an IPO; the company previously submitted a prospectus in March 2023 but had to terminate it for unspecified reasons [3] - JD Infrastructure serves as JD's "facility manager," focusing on the development and operation of modern infrastructure, including logistics parks, industrial parks, and data centers [3] Group 2: Business Operations - As of September 2025, JD Infrastructure plans to have 285 infrastructure projects globally, comprising 259 logistics parks, 20 industrial parks, and 6 data centers, with a total construction area of 27.1 million square meters, equivalent to approximately 3,800 football fields [3] - The asset management scale of the company has surpassed 120 billion yuan [3] - In terms of industry ranking, JD Infrastructure is among the top three modern infrastructure providers in the Asia-Pacific region and ranks second in China [3] Group 3: Financial Performance - The company reported revenues of 2.868 billion yuan in 2023, projected to increase to 3.417 billion yuan in 2024, with 3.002 billion yuan already achieved in the first nine months of 2025, indicating solid profitability [3] Group 4: JD's Business Ecosystem - JD has successfully listed six companies prior to JD Infrastructure, including JD Group, JD Health, JD Logistics, Debon Holdings, Dada Group, and JD Industrial, establishing a diversified business empire [5] - The various sectors covered by JD, including retail, logistics, health, industrial, and infrastructure, allow for independent financing and synergistic effects among the companies [5] - JD Infrastructure's potential IPO could provide additional capital for overseas expansion, enhancing JD's influence in the capital markets [5][7]

北京商报讯（记者 何倩 实习记者 毛思怡）1月28日，北京商报记者从京东获悉，京东航空"武汉=曼 谷"定期国际货运航线正式开通，搭建起华中地区至东南亚市场的空中通道，京东航空亚太航空物流网 络布局再添关键支点。 京东航空相关业务负责人表示，"武汉=曼谷"航线去程搭载武汉光谷高价值电子产品、精密仪器及普 货、电商包裹，助力"鄂货出海"；回程重点运输以榴莲为核心的泰国热带水果及东南亚特色生鲜，从而 丰富华中进口市场品类。 截至目前，京东航空已构建覆盖日韩、东南亚、南亚的国际货运网络，陆续开通二十余条定期国际航 线。今年年初，京东航空首架A330宽体货机正式入列，进一步提升长距离、大载重运输能力。未来京 东航空将进一步拓展华中至东南亚、欧美市场的货运航线。 该航线由737-800BCF全货机执飞，单程最大业载达22吨，可满足各类货物批量运输需求；航班频次按 季节动态调整，其中1-10月份每周执飞三班（周二、周四、周日），11-12月份进行航班加密，每周执 飞五班（周二、周三、周四、周五、周日）。依托定班直飞与高频稳定优势，实现货物"即装即运、快 速通达"。航线开通当日，"京东物流（武汉）进出口商品集散中心"正式挂牌 ...

Core Viewpoint - Tencent has officially exited investments in JD.com and Meituan, signaling a strategic shift away from the competitive food delivery market to focus on artificial intelligence [3][4] Group 1: Strategic Shift - Tencent's CEO, Ma Huateng, announced the company's decision to withdraw from investments in JD.com and Meituan during the 2025 annual employee meeting [3] - This decision is interpreted as a strategic contraction in the fiercely competitive food delivery and community group buying sectors, with Tencent redirecting its focus towards core areas in artificial intelligence [3][4] Group 2: Competitive Landscape - The food delivery market has seen intense competition, with JD.com initiating a significant price war, followed by Meituan's quick response and Alibaba's entry through the integration of Ele.me into its Taobao Flash Purchase segment [3] - The combined investment of JD.com, Meituan, and Alibaba in this sector reached 80 billion yuan, with a notable increase of approximately 10 billion yuan in the third quarter compared to the second quarter [3] Group 3: Financial Impact - The high costs of competition have severely impacted financial performance, with JD.com reporting a 56% year-on-year decline in adjusted net profit to 5.8 billion yuan in Q3 2025 [4] - Meituan recorded a net loss of 16 billion yuan, marking its largest loss since going public, while Alibaba's net profit fell by 52% to 21 billion yuan, with a 72% decline when excluding GAAP adjustments [4] Group 4: Future Strategies - Despite Tencent's exit, competition in the food delivery and instant retail sectors remains fierce, with Alibaba demonstrating a commitment to increasing market share and investment in its Taobao Flash Purchase strategy [4][5] - Alibaba aims to enhance its user base and engagement by focusing on high-ticket users and expanding into non-food retail categories [5]

导语： 过去四十年来，中国成功探索并践行了融合规划、创新与开放的混合发展模式。当前，在复杂的地缘政治、地缘经济格局与技术创 新浪潮下，中国经济已呈现出新的发展态势。这一转变对中国经济自身意味着什么？中国经济是否已实现完全崛起？又将对全球经济产生何 种影响？ 1月21日，在瑞士达沃斯举行的世界经济论坛年会上，多位专家学者围绕"中国经济：全面崛起"这一核心议题，就复杂地缘政治背 景下中国经济的韧性及转型进行了深入探讨。 Q： 2025年，全球经济因主要经济体发起的贸易战留下深刻印记。 中国经济如何应对全球贸易战？从中能够洞察中国经济的哪些核心特征？ 世界经济论坛理事会成员 朱民 ： 中国经济在过去五年确实面临多重严峻挑战。首先是新冠疫情的冲击，随后是房地产行业的深度调整。2017年中国公寓销售面积 约为17亿平方米，目前已缩减至8.5亿平方米，行业规模减半。同时，地方融资平台面临巨额债务压力，消费市场也呈现疲软态 势。 尽管困境重重，但中国通过精准有效的宏观政策成功应对，尤其在房地产领域有效规避了系统性危机，这一成果实属不易。而这段 经历也让我们深刻认识到，必须彻底转变增长模式，不能再依赖房地产、地方融资、基础设 ...