bullish
[Blue Lotus Daily - TMT Update]:JD US/DADA US/3690 HK/700 HK/ZTO US/1519 HK/PDD US/BABA US/Douyin
135 Views15 May 2024 16:59
JD.com upgrades "Hour Delivery" to "Instant Delivery" showing growth potential in on-demand retail; new game to release May 24th; PDD introduces new price competitiveness rules.
What is covered in the Full Insight:
- JD.com and the Potential of On-Demand Retail
- Tencent's New Game Release
- PDD's New Price Competitiveness Rules
- The Impact on J&T and ZTO
- Potential Downsides for PDD, BABA, and Douyin
SUMMARY
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Full Insight
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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