bullish

[Blue Lotus Daily]:981HK/LKNCY US/BGNE US

90 Views18 Jun 2024 16:59
​Huawei's new supercomputing center benefits SMIC; Cotti Coffee changes formulas; AstraZeneca's results pose competition for BeiGene.
What is covered in the Full Insight:
  • Huawei Wuhu Supercomputing Center and its benefit to SMIC
  • Changes in Cotti Coffee's Product Formulas and their potential impact on Luckin Coffee
  • AstraZenca's Calquence Phase III results and their implications for BeiGene's Zanubrutinib
  • Analysis of data from the Ministry of Industry and Information Technology (MIIT) about China's computing power
  • Zanubrutinib's performance and impact on BeiGene's total product revenue
SUMMARY
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
  • [Blue Lotus Daily]:981HK/LKNCY US/BGNE US
    18 Jun 2024
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