[Blue Lotus Daily]:LI US/1211 HK/1810 HK/XPEV US/NIO US/9863 HK/ZK US/JD US/Macro News
New energy vehicle companies like LI and BYD face challenges, with BYD requesting suppliers to cut prices by 10% by 2025 ,Jiangsu Province...
520 Views
Smart Trump, or Dumb Trump?
Election of Trump shifts investment logic but we differ on how. First realization is it is a zero sum game and assessing MAGA's chance of success...
751 Views
[Blue Lotus Daily]:1211 HK/TSLA US/1810 HK/NIO US/LI US/XPEV US/ZK US/9863 HK/LKNCY US
Market demand is booming in 46th week of 2024, new brands gaining share; XPEV's Q3 revenue exceeds expectations but service revenue disappoints;...
400 Views
CX Daily: China Is Making Sure Its Low-Altitude Economy is Ready for Takeoff
Airspace / China is making sure its low-altitude economy is ready for takeoff China is looking to the skies for future growth as it nurtures its...
289 Views
[Blue Lotus Daily]:300750 CH/1211 HK/JKS US/601012 CH/688599 CH/002459CH/1810HK/LI/NIO/XPEV/BEKE/ZTO
China cancels export tax rebate, Geely Group to merge electric brands, home transaction growth strong in first-tier cities.
248 Views