bullish

[Blue Lotus Non-US Internet Weekly, 12/52]: The Tug of War Between JD and Meituan Intensifies

304 Views24 Mar 2025 22:28
​JD.com's measured expansion into O2O/Food Delivery targets premium members. Government recognition of gaming in consumption stimulus measures makes NTES a top pick.
What is covered in the Full Insight:
  • JD.com and Meituan Rivalry
  • Meituan's Strategic Expansion
  • Grocery Market Competition
  • AI and E-commerce Dynamics
  • Government Support for Gaming
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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)
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