[Blue Lotus Daily - TMT Update]: 700 HK/1810 HK/BIDU/JD/BABA/PDD/1024 HK/3690 HK/WB/4689JP/4755JP
Google's Gemma is an important move for client-side AI; Douyin shifts focus away from takeout; and Temu gains popularity in Japan.
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[Baidu, Inc. (BIDU US, BUY, TP US$146)TP Change]: The Commercialization Path of AI Is Becoming Clear
Baidu's Q4 earnings in line with expectations, slight miss due to marketing costs, cloud revenue strong from AI products, target price cut to $146...
901 Views
Xiaocaiyuan International Holding Pre-IPO - Strong Network Expansion and Same Store Sales Growth
Xiaocaiyuan International Holding (XCY HK) is looking to raise up to US$200m in its upcoming HK IPO. In this note, we talk about the company’s...
424 Views
[Blue Lotus Technology Sector Update]: LLM Advances Give China and US Both Opportunities
OpenAI, Google and Amazon launched respective AI advances in video LLM (SORA), long text (Gemini 1.5), and text-to-speech (BASE) abilities.We...
375 Views
China Consumption Weekly (19 Feb 2024): Ant Group, Great Wall Motor, JD.com, Baidu, Autohome
Overseas traveling recovered strongly during the Chinese New Year. Great Wall Motor’s vehicle deliveries increased by 69% in Jan 2024. JD.com plans...
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