[Blue Lotus Daily]:LI US/XPEV US/NIO US/1211HK/TSLA US/ZK US/MNSO/601933CH/LKNCY/981HK/ACMR/1347HK
Electric vehicle deliveries in the 48th week of 2024 show stagnation for some, surge for others. Stock rally commentary and impacts of US...
250 Views
[Blue Lotus Daily]:BEKE US/BZ US/3690 HK/TCOM US/ATAT US/ZTO US/ BABA US/VIPS US
Property transactions in the US remained strong in November, with accelerated growth in the final week. Manufacturing PMI slightly exceeds...
201 Views
[Kanzhun Ltd. (BZ US, BUY, TP US$17) Target Price Change]: Mark Down C4Q24 and 2025 on Weak Demand
Investors advised to accumulate Kanzhun, weak industrial sector earnings may impact manufacturing hiring into early 2025, BZ expected to grow...
327 Views
[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...
260 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...
312 Views