Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
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[Blue Lotus Daily-TMT Update]:NTES US/BIDU US/AMZN US/BABA US/002230 SZ/9992 HK/1024 HK
Celebrating third anniversary with updates, Baidu Netdisk adds vertical screen playback, TikTok Shop to launch in Spain.
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[Blue Lotus Daily - TMT Update]:NTES/BABA/SE/MELI/AMZN/MGLU3 BZ/690 HK/TCOM/700HK/BIDU/PDD/JD
Naraka Mobile set to launch on July 25, leading Brazil retailer partners with AliExpress, Douyin increases software service fees for life services.
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Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact
Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...
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Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
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