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

China TMT Update-BYD/CATL/700HK/NTES-“Hunyuan” LLM Will Be Launched/"Eggy Party" Reached 100 Mn MAUs

China TMT Update-PDD/BILI/BEKE-Grizzly's Short Report/Suspends Download For "Pretty Derby"

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)

China Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>TSLA/XPEV/1211: Tesla starts presales of revamped Model 3 in China at higher starting price (/-/-)</li>
<li>IQ：iQiYi’s drama pipeline was affected by lead actress Zu‘er(Lareina) Song’s tax evasion inspection (-)</li>
<li>Real Estate Industry Update/Beke: Beijing and Shanghai followed on implementing the housing loan loosening policy, transaction willingness improved immediately</li>
</ul>


TSLA/XPEV/1211: Tesla starts presales of revamped Model 3 in China at higher starting price (/-/-)
IQ：iQiYi’s drama pipeline was affected by lead actress Zu‘er(Lareina) Song’s tax evasion inspection (-)
Real Estate Industry Update/Beke: Beijing and Shanghai followed on implementing the housing loan loosening policy, transaction willingness improved immediately


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