[Blue Lotus Sector Update]: How Will China Monetize AI Differently?
AGI will replace knowledge workers in the US service economy, while China's AI monetization is on track to catch up to the US by 2030.
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[Bilibili Inc. (BILI US, BUY, TP US$24) TP Change]: C2Q25 Preview: New Game Emerged for 4Q Launch
Local news reports potential release of , a derivative card game filling air pocket in BILI's game pipeline, prompting raise in TP to US$24.0 and...
369 Views
[JD.com, Inc (JD US, SELL, TP US$24) TP Change]: C2Q25 Preview: Near Term Loss Pressure Imminent
JD.com expected to report revenue growth of 16% YoY in Q2 2025, but doubts remain on the effectiveness of food delivery cross-selling. Analysts...
854 Views
[Bilibili (BILI US, BUY, TP US$22) Company Update]: Revenue Deceleration Is Still Likely to Happen
Despite concerns about its game pipeline, BILI's strong traffic and advertising story make it a buy with a target price of US$22.
286 Views
[Blue Lotus Daily-TMT Update]:3690 HK/JD US/1439927D CH/4689 JP/4755 JP/4385 JP/700 HK/NTESUS/BABAUS
Meituan Food Delivery hits 90 million daily orders, JD launches OTA hotel and travel business with zero commission policy, TikTok to launch Japan...
201 Views