​JD.com, Inc. (NASDAQ:JD) is one of the Most Undervalued Foreign Stocks to Buy According to Analysts. On January 16, Lei Yang CFA from CGS-CIMB reiterated a Buy rating on the stock (9618:HK listing) with a HK$140.00 price target. Earlier on January 7, Benchmark also reiterated a Buy rating on JD.com, Inc. (NASDAQ:JD) with a $38 price target. ​Lei Yang, CFA at CIMB, expects Q4 2025 profitability for JD retail to be low due to a tough year-over-year comparison. Last year, the company enjoyed significant ap ...

Core Insights - JD.com founder and chairman Liu Qiangdong has ordered over 10,000 items of New Year goods for villagers in his hometown, including AI smartphones that recognize dialects, microwaves, staple food items, and health devices like blood glucose meters [1] - JD.com plans to host a "village evening" event for the community and will establish an AI classroom, along with organizing a New Year market [1] Group 1 - Liu Qiangdong's initiative reflects JD.com's commitment to supporting local communities through substantial contributions [1] - The ordered items include a variety of products aimed at enhancing the quality of life for villagers, showcasing JD.com's diverse product offerings [1] - The planned events, such as the "village evening" and AI classroom, indicate JD.com's focus on community engagement and technological education [1]

2026年智能眼镜首次纳入"国补"范围！ 现在在京东入手乐奇AI眼镜，部分地区立享15%国家补贴，再 叠加京东白条"国家贴息"、年货节优惠，科技年礼轻松买。 当目光成为新的交互入口，当购物智能体进入可穿戴设备，那么购物不再只是点和滑，而是更自然的看 与说。 不用掏手机，不用打开 App，只需看一眼、说一句，就能完成购物。 JoyGlance的"意图识别、智能搜品、声纹支付"，与 Rokid 的"光波导显示、语音交互、自研系统能力"深 度融合，让智能眼镜从可穿戴设备升级为 AI 购物入口。 购物流程也随之简化。过去需要"搜索、浏 览、比价、下单、支付"，现在只需"说、看、付"。当你看到感兴趣的商品，说一句"乐奇，帮我搜同 款"，系统即可识别商品，并通过语音完成选品、加购或下单。 1月26日，京东科技购物智能体JoyGlance正式登录智能眼镜头部品牌乐奇 Rokid，全球首款智能眼镜购 物应用正式落地。乐奇 AI 眼镜用户更新系统后，用户即可体验"看一眼下单，说一句支付"，让"目光所 及、皆可购买"成为日常能力。 在支付安全上，JoyGlance 采用"语音识别 + 声纹识别"的金融级方案，有效防范录音攻击和声 ...

Group 1 - JD.com officially launched the 2026 "Sending New Year Goods to Hometown" campaign during the annual New Year Goods Festival, collaborating with hundreds of well-known brands and celebrities [1] - The campaign features a new interactive element where consumers can participate in the "Daily Red Packet" activity by sharing their New Year goods on the JD.com app [1] - The first event of the campaign will take place in Guangming Village from January 28 to 30, providing practical New Year goods to local residents and featuring a live broadcast to share the festive spirit with users nationwide [1] Group 2 - Additional New Year goods activities will be held across various cities, with celebrities like Lei Jiayin, Cai Ming, and members of the JDG esports team participating in offline events to deliver New Year goods and blessings [2] - Major brands are collaborating with celebrities to distribute New Year goods, with stars such as Dilireba, Fan Chengcheng, and Zhang Yixing involved in the JD.com New Product x JD.com MALL event [2] - The JD.com New Year Goods Festival is currently ongoing, offering discounts starting from 50% and additional subsidies up to 3000 yuan [2]

Core Insights - OpenEvidence has rapidly gained traction in the medical field, achieving a valuation of $12 billion and annual revenue exceeding $150 million within just four years of its establishment [1] - The company addresses a critical gap in the medical industry by providing a free tool for doctors that significantly reduces the time needed to access reliable medical information [4][5] - OpenEvidence's business model revolves around monetizing the attention of healthcare professionals and providing targeted advertising for pharmaceutical companies [7][9][10] Group 1: OpenEvidence's Rise - OpenEvidence has become the primary entry point for doctors by effectively addressing the overwhelming volume of medical knowledge and the limitations of traditional databases [2][3] - The platform utilizes a retrieval-augmented generation (RAG) approach, allowing doctors to obtain accurate information in just three seconds, thus enhancing decision-making efficiency [4] - The company has achieved viral growth, with monthly active users reaching 400,000 and covering approximately 34% of practicing physicians in the U.S. [5] Group 2: Revenue Generation - OpenEvidence generates revenue by providing targeted advertising to pharmaceutical companies during critical decision-making moments for doctors [8][9] - The platform's ability to deliver compliant and relevant advertising content has made it an attractive option for drug companies looking to reach physicians effectively [10][12] - Additionally, OpenEvidence sells its core capabilities as APIs to hospitals and medical schools, further diversifying its revenue streams [11] Group 3: Challenges for Chinese Competitors - Chinese companies face significant challenges in replicating OpenEvidence's success due to data integration difficulties and the lack of open access to authoritative medical databases [15][16] - Trust issues arise in China regarding pharmaceutical advertising alongside clinical decision tools, making it difficult for companies to monetize similar models [17][18] - The high workload of Chinese doctors limits their ability to engage with tools like OpenEvidence, necessitating a more practical approach tailored to local conditions [19][20] Group 4: Competitive Landscape - JD Health focuses on a model that combines tools, supply chain, and services, but faces trust issues due to potential biases in its recommendations [23][24] - Alibaba Health aims to develop a comprehensive medical operating system but struggles with the transactional aspect of its services [25][26] - Ant Group's approach with its AI tool "Afu" seeks to integrate deeply into the medical workflow, potentially offering a more complex but rewarding business model [27][28] Group 5: Future Outlook - The medical AI market in China is expected to diversify, with different players targeting various segments, such as serious medical scenarios and primary care [29] - The key lesson from OpenEvidence for Chinese companies is to effectively use free tools to capture high-value users and monetize their needs [29]

Core Insights - JD Technology's shopping AI, JoyGlance, has officially launched on Rokid's smart glasses, marking the debut of the world's first smart glasses shopping application [1][2] Group 1: Strategic Collaboration - The strategic partnership between JoyGlance, powered by JD's large model JoyAI, and Rokid was announced at the end of 2025, indicating a full integration of their capabilities into a usable phase [2] Group 2: Technological Integration - JoyGlance's features such as intent recognition, smart product search, and voiceprint payment are deeply integrated with Rokid's capabilities including waveguide display, voice interaction, and self-developed system, transforming smart glasses from wearable devices into AI shopping portals [2] Group 3: Simplified Shopping Process - The shopping process has been simplified from a previous model requiring "search, browse, compare, order, and pay" to a new model that only requires "speak, see, and pay" [2] Group 4: Payment Security - JoyGlance employs a financial-grade solution combining voice recognition and voiceprint recognition to effectively prevent recording attacks and voiceprint synthesis risks, ensuring secure interactions while maintaining user convenience [2]

Core Viewpoint - The article highlights the launch of JD Fresh's New Year Goods Festival, emphasizing various promotions and high-quality fresh products aimed at enhancing consumer experience during the festive season [1][4][12]. Group 1: Promotions and Offers - JD Fresh's New Year Goods Festival features discounts such as "20% off for purchases over 99 yuan" and "35% off for purchases over 199 yuan," with popular fresh products available at up to 50% off [1][4]. - A weekly draw for a "New Year Koi" prize offers consumers a chance to win a thousand-yuan gift package by participating in promotions [6]. - Special offers include a "299 yuan minus 50 yuan" discount on popular gift boxes, enhancing the appeal of purchasing festive goods [10]. Group 2: Product Variety and Quality - The festival showcases a wide range of high-quality fresh products, including seasonal fruits, seafood, and meat, catering to diverse consumer preferences [1][8][15]. - Notable products include premium items like Chilean cherries, Thai durians, and various seafood options, ensuring a rich selection for festive meals [12][15]. - The "Chagan Lake Fish" gift box, featuring organic fish with a traceability system, exemplifies JD Fresh's commitment to quality and freshness [10]. Group 3: Supply Chain and Sourcing - JD Fresh's robust supply chain supports the festival, utilizing direct sourcing and partnerships with producers to offer competitive pricing and quality [12]. - The company has implemented a "package round" model, allowing for direct procurement and distribution, which enhances product availability and reduces costs [12]. - Efforts to connect directly with overseas suppliers ensure that unique global products are accessible to Chinese consumers [12]. Group 4: Consumer Engagement and Experience - The festival encourages consumer interaction through the JD app, where users can easily access promotions and participate in events [1][4]. - The initiative aims to create a festive shopping experience, allowing consumers to conveniently purchase a variety of goods from the comfort of their homes [16]. - JD Fresh's strategy includes themed surprise days during the festival, focusing on different product categories to enhance consumer engagement [16].

春节将至，年味渐浓，远方的游子对家乡亲人的牵挂也愈发深切。随着年货节的到来，京东3C数码发 起"乡村安防守护计划"活动，带来海量安防监控产品每满200减20优惠，让科技赋能乡村安全、温暖留 守家庭的同时，还联动3C客服团队实地走访四川省崇州市白圣村，为村委会与留守老人家庭免费安装 了一批智能安防摄像头，助力在外子女实现"云上陪伴"，用实际行动传递温暖与关怀。 农村留守老人的日常安全与精神陪伴问题一直是备受关注的社会议题，不少老人子女常年在外工作，对 家中情况难以实时了解，存在一定的安全隐忧。在四川省崇州市白圣村的实地探访中，京东不仅捐赠了 多套安防摄像头，还协助老人进行现场安装与调试，确保设备正常运行。这批设备从室外到室内、从无 网环境到高清交互，有效覆盖农村多元的安防需求，也让村民们直观感受到智能设备为生活带来的便利 与安心。通过这些摄像头，在外子女可以随时通过手机远程查看家中情况，还能进行实时语音对话，大 大拉近了亲人之间的距离，也让老人在家的安全多了一份保障。 随着农村安防意识的提升以及年货节消费节点的到来，安防监控类产品的选购需求也显著增多。京东已 同步上线"年货节安防监控活动专场"，推出"每满200 ...

1月21日，京东MALL、京东电器与博西家电举办2026年度战略合作峰会，围绕博世、西门子旗下冰箱、洗烘、厨电、洗碗机、嵌饮机、咖啡机等全系产 品在京东线下门店的产品定制、场景创新、新店入驻和联合营销深化战略合作。2026年消费者将在京东MALL等京东线下门店体验到更多博世、西门子品 牌德式精工爆款和首发新品。 23日西门子全球首发的创新之作"蒸玲珑全新抽屉蒸箱"在京东MALL南京大明路店召开新品品鉴会。1月25日晚8点，京东线上线下（300959）全球独家首 发。消费者在全国核心京东MALL门店已经可以抢先体验。它只有抽屉大小，小巧不占空间，速蒸功能几分钟就能搞定全家早餐，内置百道菜谱尤其适合 追求饮食健康的人士。 博西家用电器集团董事会成员兼首席营销官唐善达在合作峰会上表示，2025年，京东MALL、京东电器城市旗舰店等成为博世西门子在中国大陆增长最快 的零售渠道之一。2026年，京东MALL、京东电器城市旗舰店依然将保持高速增长。博西与京东作为多年挚友，将继续携手续写成功故事，服务好中国消 费者。 博西和京东电器在过去一年的合作取得了丰硕的成果，冰洗、厨电多个明星款热销，深受用户喜爱。以洗碗机为例，西门 ...

Group 1 - The core viewpoint of the article is that the adjustment of the home appliance national subsidy policy in 2026 will focus on core categories and rural markets [1] - The policy will cover six core categories of major appliances, providing subsidies for level 1 energy efficiency with a subsidy rate of 15% [1] - An initial quota of 62.5 billion yuan will be allocated in advance, covering the entire country, with a particular emphasis on rural market penetration [1] Group 2 - JD.com is investing 30 billion yuan to implement the "three exemptions and four unlimited" strategy, which is expected to add coverage for 30 to 40 million rural residents [1] - The rural market is anticipated to become the main growth area in 2026 [1]