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[Blue Lotus Daily-TMT Update]:BABA US/TCOM US/3690 HK/ATAT US/PDD US/JD US

211 Views07 May 2025 09:07
​Ele.me's food delivery orders via Taobao reached 10 million, May Day holiday consumption trends summarized, weak box office performance during holiday hits 8-year low.
What is covered in the Full Insight:
  • Food Delivery and E-commerce Competitions
  • May Day Holiday Consumption Trends
  • Entertainment Sector Performance
  • Trade Dynamics and Implications
  • Technological Advances in AI
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
  • [Blue Lotus Daily-TMT Update]:BABA US/TCOM US/3690 HK/ATAT US/PDD US/JD US
    07 May 2025
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