China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

China TMT Update-Douyin/Baba/JD/3690.HK/9699.HK-Meituan's Cooperation with SF Intra-City

China TMT Update-Zlab/BILI/Tencent/NetEase-The Latest Batch of Game Code/Umamusume: Pretty Derby

China TMT Update-TSLA/XPEV/1211/IQ/Beke:Beijing and Shanghai Housing Loan Loosening;revamped Model 3

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>1810.HK/AAPL: Huawei Mate 60 supply chain order volume may have reached 15-17mn units (-/-)</li>
<li>BILI（-）： Shining! Umamusume: Pretty Derby"  is experiencing a sharp decline in popularity.</li>
<li>LI/XPEV/NIO/BYD/ TSLA/ Leap: MIIT Aims for 9mn NEV Sales in 2023 (+/+/+/+/+/+)</li>
</ul>


1810.HK/AAPL: Huawei Mate 60 supply chain order volume may have reached 15-17mn units (-/-)
BILI（-）： Shining! Umamusume: Pretty Derby"  is experiencing a sharp decline in popularity.
LI/XPEV/NIO/BYD/ TSLA/ Leap: MIIT Aims for 9mn NEV Sales in 2023 (+/+/+/+/+/+)


China TMT Update- 1810.HK/AAPL/BILI/LI/XPEV/NIO/BYD/TSLA/Leap-Huawei Mate 60/Pretty Derby/9mn NEV