After Joseph Tsai and Eddie Wu took charge of Alibaba, the company began to transform at a visible speed. Similarly, JD.com started new changes after Xu Lei faded out. If we look for the internal logic behind the changes of these two companies, reconstructing the new logic of e-commerce and finding new ways to grow in the era of stock competition, it is undoubtedly very certain. Alibaba is fully embracing AI, while JD.com has launched Richard Liu's digital avatar and JD Procurement, which are external manifestations of such logic. In any case, Alibaba and JD.com are still competing in the e-commerce battlefield, but the difference is that the focus of competition has changed, and the logic of competition has also changed.$Alibaba(BABA.US) $JD.com(JD.US)