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-Luckin/CATL/LI/700.HK:HoK Crisis;Coffee Price War Continue; Shenxing Battery

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-Bili/XPEV/DiDi/SE/PDD-Xpeng Acquire DiDi's EV Project/Temu Enters the Philippines

China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

<ul>
<li>Futu Holdings: Zero-commission stock trading to debut in Japan next month（-）</li>
<li>BIDU/700.HK/BABA: CAC has approved the filing of 11 LLM products and they are now open to the whole society(+)</li>
<li>Boss Zhipin: China PMI marginal improved, employment activities remain lukewarm</li>
</ul>


Futu Holdings: Zero-commission stock trading to debut in Japan next month（-）
BIDU/700.HK/BABA: CAC has approved the filing of 11 LLM products and they are now open to the whole society(+)
Boss Zhipin: China PMI marginal improved, employment activities remain lukewarm


China TMT Update-FUTU/BIDU/700.HK/BABA/Boss Zhipin-FUTU Expand in Japan/Approval to AI/PMI Improved