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>JD US/1810 HK/BABA US: Government insider says home appliance subsidies to be fully disbursed by end of August (+)</li>
<li>JD US/2618 HK/PDD US/BABA US: JD adjusts its algorithm to improve traffic of low price and fast shipping products (+/+/-/-)</li>
<li>BABA US: Alibaba launches demo of LLM support for mathematical reasoning based on sketches (+)</li>
</ul>


JD US/1810 HK/BABA US: Government insider says home appliance subsidies to be fully disbursed by end of August (+)
JD US/2618 HK/PDD US/BABA US: JD adjusts its algorithm to improve traffic of low price and fast shipping products (+/+/-/-)
BABA US: Alibaba launches demo of LLM support for mathematical reasoning based on sketches (+)


[Blue Lotus Daily-TMT Update]:JD US/1810 HK/BABA US/2618 HK/PDD US/700 HK/NTES US/3690 HK/TCOM US