JD.com: Logistics, AI, And Marketplace Growth Could Drive A Re-Rating

2026-05-02 03:30:37 ET

JD's ( JD ) value lies in the market’s underappreciation of several business components that are likely to continue growing in value as they become increasingly critical. This includes JD's logistics, growing marketplace, ad platforms, and industrial AI systems. The company's vertically integrated logistics network is not just a cost center; it allows JD to deliver products same-day or next-day, giving a strong reason for third-party sellers to pay for its platform. In fact, JD has been testing this moat internationally via JoyExpress, which was launched by JD to help facilitate same-day and next-day delivery capabilities to its European roll-out....

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