๐ China Big Tech All Beat! JD, Tencent, Bilibili Smash Expectations โ Will Wall Street Finally Reward Them?
China ADRs just delivered one of their strongest earnings waves in years โ and investors are suddenly paying attention again. Three giants reporting today โ Tencent, JD.com, and Bilibili โ all posted results well above expectations, breaking months of pessimism.
Hereโs what caught the market off guard:
๐ฅ JD.com: Revenue Rebound Takes Off
+14.9% YoY revenue growth, its best in several quarters
Margin recovery stronger than expected
Cost controls + demand pickup = early signs of a real turnaround
JD shares are trading higher pre-market โ and this may just be the beginning.
๐ฎ Tencent: Gaming Back to Life
Tencent posted 15% YoY growth, powered by a blowout in:
International gaming revenue up 43%
Ads + fintech stable and accelerating
Global gaming strength is now Tencentโs new engine โ and markets are taking notice.
๐ Bilibili: The Surprise Star โ Profit Surges 233%
Yes, 233% adjusted net profit growth.
Yes, BILI is finally proving it can run a sustainable business.
Cutting costs + stronger gaming/IP content = a path back to long-term relevance.
Shares are moving higher pre-market as investors digest the turnaround.
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๐งญ Big Picture: Is This the Start of a China Tech Comeback?
Three beats on the same day is rare โ and signals:
Valuations are deeply discounted
Operating fundamentals are improving faster than expected
Earnings momentum is returning after two sluggish years
The real question is:
Will Wall Street believe the rebound โ or fade the rally again?
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