bullish

[Blue Lotus Daily-TMT Update]:JD US/BABA US/3690HK/TCOM US/1024HK/700HK/PONY US/BIDU US/WRD US/GOOGL

393 Views30 May 2025 11:43
​Food delivery subsidy rules adjusted, merchant share rises to 70%. Stable traffic growth for TCOM during Dragon Boat Festival, but daily cross-border trips decrease.
What is covered in the Full Insight:
  • JD.com and Alibaba's Food Delivery Updates
  • Trip.com's Dragon Boat Festival Traffic Insights
  • Kuaishou Technology's Kling AI Improvements
  • Tencent's New Technology Releases and Strategic Moves
  • Pony AI's Strategic Partnerships and Market Expansion
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