In today’s briefing:
- Ohayo Japan | Semiconductor Stocks Struggled
- [Blue Lotus Daily – TMT Update]:NTES/BABA/SE/MELI/AMZN/MGLU3 BZ/690 HK/TCOM/700HK/BIDU/PDD/JD
- [Blue Lotus Daily]:1810 HK/JD US/ATAT US/BEKE US/981 HK
Ohayo Japan | Semiconductor Stocks Struggled
- Semiconductor stocks struggled, with Micron sliding over 7% and Nvidia dropping nearly 2%, rekindling fears of last week’s market sell-off.
- Nike reported a 1.71% drop in fourth-quarter revenue, missing analyst expectations
- SoftBank’s Vision Fund 2 plans to invest $10-$20 million in U.S. search startup Perplexity AI, valuing it at $3 billion
[Blue Lotus Daily – TMT Update]:NTES/BABA/SE/MELI/AMZN/MGLU3 BZ/690 HK/TCOM/700HK/BIDU/PDD/JD
- NTES US: <Naraka Mobile> to Officially Launch on July 25(+)
- BABA US /SE US /MELI US /AMZN US /MGLU3 BZ: Leading Brazil retailer announces partnership with AliExpress (+/-/-/-/+)
- Douyin/3690 HK/TCOM US: Douyin Raises Software Service Fees for Life Services (+/+)
[Blue Lotus Daily]:1810 HK/JD US/ATAT US/BEKE US/981 HK
- 1810 HK: Xiaomi EV deliveries continue to rebound in week 25 of 2024(/)
- 1810 HK/JD US: Data provider says smartphone sales volume grew 6.8% yoy during 6/18 (+/+)
- ATAT US: Atour Planet achieved a GMV of RMB370mn during the 618 promotion, representing a year-on-year growth of 230%(+)
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