China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

Thematic (Sector/Industry)

China Diversified consumer services / Thematic (Sector/Industry)

<ul>
<li>LI/XPEV/NIO: Li, Xpeng and GAC AION announced new price actions（+/+/-）</li>
<li>ZLAB: Zai Lab’s revenue growth in 4Q23 is weak, and loss narrowing is limited （-）</li>
<li>1810 HK: Qualcomm exhibited a number of client-side LLM products at MWC Barcelona, covering mobile phones, PCs and communications（+）</li>
</ul>


LI/XPEV/NIO: Li, Xpeng and GAC AION announced new price actions（+/+/-）
ZLAB: Zai Lab’s revenue growth in 4Q23 is weak, and loss narrowing is limited （-）
1810 HK: Qualcomm exhibited a number of client-side LLM products at MWC Barcelona, covering mobile phones, PCs and communications（+）


[Blue Lotus Daily]:1211 HK/XPEV/ 1810 HK/LI/NIO/ZLAB/BGNE/MNSO