bullish
[Blue Lotus Daily-TMT Update]:BABA US/PDD US/JD US/NTES US/TCOM US/ATAT US/3690 HK/700 HK
174 Views30 Jul 2024 16:46
Alibaba changes fees for Taobao/Tmall merchants, NetEase's <naraka mobile> ranks 3rd in China iOS chart, hotel RevPAR drops 9% YoY in July.</naraka>
What is covered in the Full Insight:
- Alibaba Group Holding: Taobao/Tmall Merchant Fees Overhaul
- NetEase: <Naraka Mobile> First-Day Performance
- Trip.com & Atour: Hotel RevPAR Drop
- Meituan: Convenience Store Deliveries, Consumer Subsidies, and Bike Pricing
- Tencent: Gaming Updates and Sequels
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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