bullish

[Blue Lotus Daily]:LKNCY US/1519 HK/ZTO US/981 HK/1810 HK/AAPL US/NVDA US/BEKE US

169 Views30 Jul 2024 17:51
​Luckin Coffee is phasing out Moutai Flavored Latte, parcel volume is growing, and SMIC's new process will compete with TSMC's 5nm.
What is covered in the Full Insight:
  • Luckin Coffee (LKNCY US)
  • J&T Global Express (1519 HK) / ZTO Express Cayman (ZTO US)
  • Semiconductor Industry: SMIC (981 HK) / Xiaomi (1810 HK) / Apple (AAPL US) / NVIDIA (NVDA US)
  • KE Holdings (BEKE US)
  • Market Analysis and Forecasts
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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)
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