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Bernstein gives 2025 outlook on China internet stocks, upgrades JD.com


  Copy link into your clipboard //stocks-investing.news-articles.net/content/202 .. ok-on-china-internet-stocks-upgrades-jd-com.html
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          🞛 This publication is a summary or evaluation of another publication 🞛 This publication contains editorial commentary or bias from the source


  Bernstein noted a mixed macroeconomic outlook for China in 2025 while expressing optimism about specific internet stocks that benefit from "idiosyncratic growth drivers" and shareholder-friendly policies.

The article from MSN Money discusses Bernstein's outlook on China's internet sector for 2025, highlighting a generally positive stance. Analyst Robin Zhu from Bernstein has upgraded JD.com to "outperform" from "market perform," citing its potential for growth due to its focus on quality and profitability over market share. The report suggests that while the sector has faced challenges, there are signs of recovery with improving consumer sentiment and regulatory clarity. Zhu also notes that other major players like Alibaba and Pinduoduo are expected to perform well, with Alibaba potentially benefiting from a breakup into six units, and Pinduoduo continuing to gain market share. The overall sentiment is that China's internet stocks are poised for a rebound, driven by better fundamentals and strategic corporate actions.

Read the Full MSN Article at:
[ https://www.msn.com/en-us/money/economy/bernstein-gives-2025-outlook-on-china-internet-stocks-upgrades-jd-com/ar-AA1vygB5 ]

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