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 Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

Thematic (Sector/Industry)

China Diversified consumer services / Thematic (Sector/Industry)

<ul>
<li>BABA/1801 HK: Taobao officially starts the development of native HarmonyOS applications, accelerating the mobile ecosystem to de-Androidize (+/-)</li>
<li>NTES/700 HK: The first batch of game version numbers announced in 2024 once again exceeded 100 (-/+)</li>
<li>BABA/700 HK/BIDU: The U.S. Commerce Department requires U.S. cloud companies to deny access to foreign entities, which is favorable for Alibaba Cloud, Tencent Cloud, and Baidu Cloud</li>
</ul>


BABA/1801 HK: Taobao officially starts the development of native HarmonyOS applications, accelerating the mobile ecosystem to de-Androidize (+/-)
NTES/700 HK: The first batch of game version numbers announced in 2024 once again exceeded 100 (-/+)
BABA/700 HK/BIDU: The U.S. Commerce Department requires U.S. cloud companies to deny access to foreign entities, which is favorable for Alibaba Cloud, Tencent Cloud, and Baidu Cloud


[Blue Lotus Daily - TMT Update]:BABA/1801 HK/NTES/700 HK/BIDU