China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

[Blue Lotus Non-US Internet Weekly, 9/52]: DeepSeek (DS) New Research Paper Showed 85% Profit Margin

[Blue Lotus China New Consumer Weekly, 9/52] New Home Sales Also Turned Positive YoY

Surprise! The Biggest Beneficiary of Cloud DeepSeek Is Tencent...Will Manus Be the Same?

[Blue Lotus Non-US Internet Weekly, 7/52]: Xi's Meeting with Ma Went Way Beyond Just Reconciliation

[Blue Lotus Non-US Internet Weekly, 6/52]: Consumption Warmed Up During CNY Except Housing

[Blue Lotus Non-US Internet Weekly, 4/52]: Deepseek's Asked the Right Question on GAI Capex

[Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

Thematic (Sector/Industry)

China Software and services / Thematic (Sector/Industry)

<ul>
<li>After JD.com announced it would insure catering riders with social security, Meituan followed suit. Then JD clarified its intension was only to insure a newly established rider force from scratch; </li>
<li>Trump announced American First Investment Policy. Frankly we don't see anything new. It will affect sentiment, maybe;</li>
<li>SASAC calls for SOE's to adopt AI. This is a real positive to Alibaba.</li>
</ul>


After JD.com announced it would insure catering riders with social security, Meituan followed suit. Then JD clarified its intension was only to insure a newly established rider force from scratch; 
Trump announced American First Investment Policy. Frankly we don't see anything new. It will affect sentiment, maybe;
SASAC calls for SOE's to adopt AI. This is a real positive to Alibaba.


[Blue Lotus Non-US Internet Weekly, 8/52]: Is JD's Entry to Catering Real or Just Posturing?