STOCKS | JD.com Falls 2.3% As It Launches Physical AI Acceleration Plan

JD.com fell 2.3% to HK$106.1, extending its losing streak to three sessions with a cumulative decline of 3.89%, according to ETNet. The stock traded about 4.34 million shares, worth HK$462 million. At the 2026 JD Global Technology Explorers Conference, JD Technology Committee Chairman and JD Cloud President Cao Peng announced the launch of a physical AI acceleration plan. JD Cloud will collect more than 10 million hours of real-world video data over the next two years, while JD plans to build 80 RoboBase robotics industrial bases nationwide over the next five years. JD Logistics said it will buy 3 million robots, 1 million unmanned vehicles and 100,000 drones over the next five years to push unmanned operations across its logistics chain. It also plans to build a robot maintenance service network and has already set up eight maintenance centers in China. JD Health also unveiled its first fully intelligent medical AI agent, which can assess symptoms, review indicators and suggest care directions, while linking devices such as glucose meters and blood pressure monitors to personal health records and connecting users with online consultations, home testing and nurse visits.