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Eric Wen
Blue Lotus China New Economy Research
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Blue Lotus Research Institute
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03 November 2023
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bullish
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19 Dec 2024 18:17
[Blue Lotus Daily]:TSLA US/1211 HK/LI US/1810 HK/NIO US/XPEV US/1810 HK/AAPL US/6753 JP
Tesla's Shanghai factory GM resigns to join electric car company facing production issues, possibly due to FSD's China entry uncertainty. Xiaomi...
Blue Lotus Research Institute
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bullish
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18 Dec 2024 23:22
Invest in China Growth Equity in High-Rate Environment
Trump's policies may lead to high US interest rates and a depreciating Renminbi. As remedy outside of buying high dividend stocks, we propose a...
Blue Lotus Research Institute
206 Views
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bullish
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17 Dec 2024 17:44
[Blue Lotus Daily]:BEKE US/300274 CH/ACMR US/NIO US/XPEV US/ Li US/1810HK/ZTO US/Macro News/Consumer
Positive news for the US housing market as new home sales increase and prices stabilize, while Chinese renewable energy products face higher...
Blue Lotus Research Institute
223 Views
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bullish
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12 Dec 2024 17:30
[Blue Lotus Daily]:LI US/TSLA US/XPEV US/NIO US/1211 HK/300750 CH/BEKE US/1810 HK/LKNCY US
LI and Tesla increase subsidies to hedge against industry sales slowdown. CATL plans third overseas plant in Spain. Abnormal surge in existing...
Blue Lotus Research Institute
204 Views
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bullish
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10 Dec 2024 18:58
[Blue Lotus Daily]:981 HK/1347 HK/NXPI US/TXN US/ADI US/ON US/ACMR US/ZTO US/1810 HK/AAPL US
China industry associations warn about sourcing US chips, limited impact on ACMR from entity-list, ZTO sees 32% yoy growth in parcel delivery volume.
Blue Lotus Research Institute
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