bullish

[Blue Lotus Daily - TMT Update]:PDD/SHEIN/AMZN/BABA US/JD US/3690 HK/1810 HK/700 HK/MNSO US

239 Views04 Jun 2024 17:16
​US CBP suspends customs brokers for Temu and SHEIN; upcoming regulatory policies on internet platform fees should not be overly negative; Beijing offers subsidies for replacing old appliances.
What is covered in the Full Insight:
  • CBP Suspension Impact
  • Regulatory Policies on Platform Fees
  • Beijing Subsidies for Appliances
  • Tencent's Mobile Payment Market Share
  • Book Publishers Boycott on JD
SUMMARY
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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]:PDD/SHEIN/AMZN/BABA US/JD US/3690 HK/1810 HK/700 HK/MNSO US
    04 Jun 2024
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