JD JD.com Inc. Loading... : Investor Sentiment and Bull/Bear Views

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Time Author Thesis Company / ticker Signal Since call Position Source
00:08
Oct 04
r/ValueInvesting
Avoid JD on Chinese retail competition
The author says Chinese companies lack growth and face fierce competition, naming JD among the retail players competing destructively. He advises never touching Chinese stocks and never investing in ADRs. The rationale is structural competitive pressure and regulatory risk, with no specific catalyst or target.
JD JD.com Inc. Avoid — —
21:12
Sep 23
Chesley Investment Advisory
China AI models are near US performance.
China's AI foundation models such as Moonshot and DeepSeek are near US performance (about 95%), open-source, and much cheaper, driving adoption in emerging and Global South markets. Major listed shareholders of Chinese AI model companies include Tencent, CATL, JD.com, and Alibaba, offering leveraged exposure to China's AI rise. The speaker sees China as more efficient in the current AI industry phase, though long-term authoritarian central control may lack diversity.
JD JD.com Inc. Long 1ST — —
04:56
Sep 03
Bloomberg Markets
Food-delivery price war easing structurally.
The China food-delivery price war is fading faster than expected, with better cost discipline and narrowing quick-commerce losses for JD and Alibaba; estimates have been revised up and shares have rebounded, with the improvement seen as structural rather than seasonal.
JD JD.com Inc. Long 1ST — —
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About JD Investor Commentary

Across the available history and selected sources, Buzzberg tracks JD (JD.com Inc.) across 25 sources: 44 bullish vs 1 bearish calls from 41 authors. Historical directional balance: 46% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 94 total trade ideas tracked. Latest voices: u/Old_Estate_8112, So Hyeon-cheol, Jeannie.