bullish

[Blue Lotus Daily]:NIO US/1810 HK/ LI US/BEKE US/981 HK/1347 HK/ACMR/9926 HK

203 Views30 May 2024 16:19
​EV sales for NIO, Xiaomi, and LI were strong in the 20th week. Shanghai is implementing policies to boost property market demand. China has launched Big Fund III to support semiconductor development.
What is covered in the Full Insight:
  • Analysis on EV Sales for NIO, Xiaomi, and LI
  • Stimulus Policies in Shanghai's Property Market and impact on KE Holdings
  • Launch of China's Big Fund III and its effects on Semiconductor Industry
  • Review of Phase III data of Akeso's main pipeline drug AK112
  • Comparison of AK112 and Keytruda's results
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]:NIO US/1810 HK/ LI US/BEKE US/981 HK/1347 HK/ACMR/9926 HK
    30 May 2024
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