[Blue Lotus Daily - TMT Update]BABA/BIDU/PDD/1024 HK/3690HK
BABA and BIDU are making strategic move in response to market trends,with BIDU facing challenges from startups and BABA opens 1688 store...
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[Blue Lotus Daily - TMT Update]:NTES/700 HK/BABA/SHEIN/PDD/3690 HK/BIDU
NPPA approves new domestic game codes; NetEase establishes overseas studio; Alibaba Cloud offers discounts on hardware products.
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The Big Question: Can Today's AI Surge Last?
Today there's a surge in AI spending, and this has led to a recovery for DRAM makers. This Insight questions where this money is coming from, and...
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[Blue Lotus Daily - TMT Update]: 700 HK/1810 HK/BIDU/JD/BABA/PDD/1024 HK/3690 HK/WB/4689JP/4755JP
Google's Gemma is an important move for client-side AI; Douyin shifts focus away from takeout; and Temu gains popularity in Japan.
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Xiaocaiyuan International Holding Pre-IPO - Strong Network Expansion and Same Store Sales Growth
Xiaocaiyuan International Holding (XCY HK) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the company’s...
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