Alibaba and JD Surge: Will Spring Festival Subsidy Fuel Further Gains?

On Friday, JD.com soared 10%, becoming one of the best-performing Chinese stocks since the start of the year. On Tuesday night, Alibaba rose 2%. The logic behind the gains for both companies lies in the rumored government Spring Festival subsidy vouchers. JD.com was undoubtedly a major beneficiary of the last round of government consumption vouchers, which significantly boosted platform spending. If these subsidy vouchers are indeed distributed, which stock do you think will perform better? Are you more optimistic about JD.com or Alibaba?

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Spiders

01-24 11:44

Alibaba and JD Surge: Will Spring Festival Subsidy Fuel Further Gains?

Last Friday, JD.com experienced a notable 10% surge, solidifying its position as one of the top-performing Chinese stocks of the year. Meanwhile, Alibaba saw a 2% increase on Tuesday night. These gains appear to be driven by speculation regarding government-issued Spring Festival subsidy vouchers, a potential stimulus measure that could have far-reaching implications for the e-commerce sector. JD.com has already demonstrated its ability to benefit significantly from similar government initiatives. During the last round of consumption vouchers, the company saw a substantial boost in platform spending, underscoring its appeal to value-conscious consumers. If a new round of subsidy vouchers is distributed, JD.com and Alibaba could both stand to gain as shoppers take advantage of the discounts

Alibaba and JD Surge: Will Spring Festival Subsidy Fuel Further Gains?

koolgal

01-21

Is JD.com A Buy?

🌟🌟🌟JD.com $JD.com(JD)$

$JD-SW(09618)$ surged 10% last Friday after Jefferies increases its price target on JD.com to USD 60 from USD 54. According to Jefferies, JD.com is expected to demonstrate strong execution with solid performance in Q4 24 following the Double 11 shopping festival, a major sales event in China besides being a beneficiary of trade in programs. Strengths in supply chain capabilities and strategies on user growth, price competitiveness and 3rd party ecosystems will pave the way for long term growth. JD.com also known as JingDong has evolved from a pioneering ECommerce platform into a leading te

Is JD.com A Buy?

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