Blue Lotus Has a ‘Buy’ Rating for Tencent, Says MD Yang

The transcript discusses the impact of anti-monopoly policies on major Chinese tech companies, focusing on Tencent, JD, and Baidu. It highlights the potential effects on first-quarter results, market sentiment, and the broader tech industry. The discussion also covers the winners and losers of China's tech crackdown, Baidu's future prospects, and the implications of US-China tech relations.

In what ways might Baidu's valuation be reconsidered based on its advertising business?

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How do market sentiments influence the investment decisions regarding autonomous driving technologies?

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What are the expected long-term effects of the crackdown on companies involved in high-tech sectors?

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