bullish

[Blue Lotus Daily - TMT Update]:NTES US/700 HK/PDD US /BABA US /JD US /3690 HK/VIPS US/BIDU US

227 Views21 May 2024 16:38
​NPPA releases May's game code license approvals, NBS data on social retail consumption in April 2024, Tencent to launch consumer LLM app "Tencent Yuanbao."
What is covered in the Full Insight:
  • NetEase and Tencent Game License Approvals
  • Consumer Retail Data and Its Influence on JD, PDD, Alibaba, Meituan, and Vipshop
  • Repercussions of the Release of Tencent's Consumer LLM Application 'Tencent Yuanbao'
  • Potential Industry Challenges and Risks
  • Final Analysis and Recommendations
SUMMARY
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Full Insight
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
  • [Blue Lotus Daily - TMT Update]:NTES US/700 HK/PDD US /BABA US /JD US /3690 HK/VIPS US/BIDU US
    21 May 2024
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