What Do Detailed 2024 Semi Stats Tell Us?
​The chip market saw 19% 2024 growth driven by AI semiconductors, but growth outside AI is modest. This is cause for concern. Meanwhile US trade...
371 Views
China Retail Weekly (24 Feb 2025): BILI, SAIC, NIO, Mengniu, JD, IQiyi
In 4Q24, Bilibili’s total revenue increased by 22% YoY. SAIC removed 63 managers in the passenger car department. Mengtniu raised a profit warning.
319 Views
[Blue Lotus Non-US Internet Weekly, 8/52]: Is JD's Entry to Catering Real or Just Posturing?
​JD and Meituan insure catering riders with social security, Trump's American First Investment Policy may affect sentiment, SASAC calls for SOEs to...
523 Views
Tencent, Baidu Look to Capitalize on DeepSeek’s Stunning Rise
Tencent Holdings Ltd. and Baidu Inc. are launching search functions powered by the large language models developed by DeepSeek, joining the ranks...
274 Views
[Blue Lotus Non-US Internet Weekly, 7/52]: Xi's Meeting with Ma Went Way Beyond Just Reconciliation
​Western media praised Xi's handshake with Ma as historic, but missed the mark. Alibaba's moves could impact Pinduoduo and JD.com, highlighting its...
342 Views