bullish

[Blue Lotus Daily-TMT Update]:PDD US/BABA US/JD US/VIPS/3690HK/1024 HK/1519HK/ZTO/TCOM/NTES/BILI/

188 Views16 Jul 2024 12:12
​NBS releases social retail consumption data for June 2024, Kuaishou's AI-generated micro-drama receives positive reviews, and weekly parcel volume shows 26% y-o-y growth.
What is covered in the Full Insight:
  • Introduction to Key Developments
  • Social Retail Consumption Data Analysis
  • AI-Generated Content and Insights
  • Weekly Parcel Volume Growth
  • Regulatory and Policy Updates
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]:PDD US/BABA US/JD US/VIPS/3690HK/1024 HK/1519HK/ZTO/TCOM/NTES/BILI/
    16 Jul 2024
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