🐂 $BABA vs 🐺 $MEITUAN – Trend Rider or Underdog Gambler?

Investors in China tech are facing a familiar dilemma: follow the major trend or bet on an underdog comeback?

Alibaba ($BABA) surged 12% after its latest earnings, underscoring how scale, margin recovery, and favorable policy support can reignite investor confidence. Riding $BABA aligns you with momentum and fundamentals, giving safer compounding returns as e-commerce and cloud operations stabilize. The Street’s targets now point toward the $90–100 zone if support near $80 holds firm.

Meituan ($MEITUAN), on the other hand, tumbled sharply after reporting earnings. Yet, in every selloff lies the seed of opportunity. If Meituan can demonstrate cost discipline and benefit from a rebound in Chinese consumer demand, a mean-reversion rally back toward HK$125–130 is entirely possible. The risk? A breakdown below HK$100, which would likely trigger further outflows.

📊 Price levels to watch:

$BABA: Support $80 → breakout zone $90 → upside $98–100

$MEITUAN: Support HK$110 → rebound target HK$125–130 → risk HK$100

👉 Trend followers will prefer $BABA.

👉 Risk-takers may eye $MEITUAN's comeback potential.

I'm not a financial advisor. Trade wisely, Comrades!