Rocket Lab Gain Hunter
NVO Option Return RateOthers burn money to increase valuation, while Meituan burns money and its stock price plummets.
Alibaba burns money, but it has chips + the Qwen large model as its second growth curve, and the market values it as a tech company.
What about Meituan? Besides local services and food delivery, it has no business with vast potential.
Before the holiday, Alibaba's Qwen offered 1-cent milk tea, and on Valentine's Day, it offered 30-yuan hourly hotel rooms. AI + local services are directly challenging Meituan's core business, leaving Meituan with almost nothing.
ByteDance also officially announced its entry into chip development. The giants are all moving up the value chain, while only Meituan is still being hunted in a saturated market.
Wang Xing probably has a splitting headache right now. The time left for Meituan to counterattack is really running out.
$Meituan(MPNGY.US)@$MEITUAN(03690.HK) Anything is possible. The capital power behind capitalists will manipulate and control everything, just like the Hundred Regiments War back in the day, and how the three foolish bike-sharing companies emerged only after the merger of Mobike and OFO...
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