京东(JD.US)盘前涨1.13%，报34.07美元。消息面上，申万宏源发布研报指，2025年促消费、扩内需积极定调，618年中大促开启，国补政策+平台投入，有望进一步提高线上消费活力和渗透率提升。申万宏源看好政策积极推动下，聚焦核心主业、坚定投入AI的电商板块。(格隆汇)

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