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?

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

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