In today’s briefing:
- [Blue Lotus Daily – TMT Update]: 700 HK/NTES/PDD/VIPS/BABA/JD/ZTO/2618 HK/1519 HK
- [Blue Lotus Daily]: NIO/LI/1211 HK/600104 CH/601633 CH/MU/SMIC/1810 HK/981 HK
[Blue Lotus Daily – TMT Update]: 700 HK/NTES/PDD/VIPS/BABA/JD/ZTO/2618 HK/1519 HK
- 700HK/ NTES: NPPA publishes domestic game code for December, NetEase and Tencent received game approval (+)
- PDD/ VIPS/ BABA/ JD/ ZTO/ 2618.HK/ 1519.HK: Express Parcel Volume collected grows +68% YoY last week (+)
- BABA/ PDD/ JD/ VIPS/ ZTO/ 1519.HK: Taobao launches refund without returning the product (+/-/-/-/-)
[Blue Lotus Daily]: NIO/LI/1211 HK/600104 CH/601633 CH/MU/SMIC/1810 HK/981 HK
- NIO: NIO launches new ET9 vehicle model at RMB 800K, set for delivery in 2025 (-)
- MU/ SMIC: Micron and Fujian Jinhua reach legal settlement (+)
- 1810 HK/ 981 HK: Huawei launches four new Nova devices with two new SoC (-/+)
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