bullish
[Blue Lotus Daily-TMT Update]:BABA US/PDD US/VIPS US/JD US/3690 HK/600177 CH/1519 HK/NTES US
185 Views17 Dec 2024 17:18
Retail consumption data for November 2024 reflects early Double 11 impact, Alibaba rumored to sell Intime to Youngor, and Temu launches semi-consignment model in Mexico.
What is covered in the Full Insight:
- Introduction
- NBS Retail Consumption Data Analysis
- E-Commerce Companies' Performance
- PDD's Expansion Strategy
- New Market Entrants
SUMMARY
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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