Blue Lotus Macro: No Short-Term Investors in the Short Term, Summary of Our Tour of China.
We continue to chat with venture capitalists (VC’s) and hedge fund managers in our tour of China. Our takeaway is that Chinese government intend to...
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[Blue Lotus Daily]:MNSO US/1211 HK/1810 HK/XPEV US/NIO US/LI US/LKNCY US/ATAT US/Macro Update
Yonghui Supermarket's revenue falls short by 15%, Huawei Harmony gains 11,000 new orders, BYD and Xiaomi lead in electric vehicles.
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[Blue Lotus Daily]:LKNCY/300274 CH/300750 CH/1211 HK/AAPL/JD /1810 HK/QCOM/2454 TT/NIO/LI/XPEV/ATAT
Starbucks China sales struggle amid intense competition, new energy export data weak, iPhone gains 27% market share in China.
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[Blue Lotus Daily]:MNSO US/BEKE US/LKNCY US/XPEV US / LI US/ NIO US/1211 HK/NIO US /1810 HK/
MINISO acquires majority stake in Yonghui Superstores, Beike benefits from stimulus policies and market share gains with Decco Real Estate...
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[Blue Lotus Daily]:ATAT US/TCOM US/1519 HK/ZTO US/XPEV US/LI US/LKNCY US
Travel volume during Mid-Autumn holiday slightly increased compared to 2019, parcel volume collection up 28% year over year, Xpeng rumored to...
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