Then came Alibaba's plot twist : a stellar Q2, 12% stock surge & a surprise AI Chip launch. Taobao Instant Commerce hit 80 million daily orders, backed by RMB 50 billion in subsidies.
Alibaba now looks like it is rewriting the play book.
So who wins?
Meituan is the quiet compounding bao. Alibaba is the phoenix with silicon wings. Analysts are torn, regulators are watching and investors are recalibrating.
I am reminded that resilience isn't loud and reinvention isn't cheap. But both parties Meituan and Alibaba make for one big dumpling duel.
@Tiger_Earnings @TigerStars @TigerClub @Tiger_SG @CaptainTiger
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- quietttΒ·09-01TOPWow, what a thrilling comparison! ππ₯1Report