Meituan’s sharp drop really re

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MHh
2025-08-31

Meituan’s sharp drop really reflects its underdog status as it pits itself against giants like Alibaba. I won’t bet on this underdog as in China, it is often hard to re-capture the market once more when giants have gotten to it. Financially, Alibaba has more resources to pump into this price war should it drag on and Meituan might not win. For China/ HK markers where the stock price is volatile, I prefer to bet on winners.

Nvidia is really not in the same league as Meituan. Nvidia has established itself as the market leader with many fighting for its chips. Even with the rise of Alibaba, Nvidia still has a massive market and demand outside of China and has no lack of business. This is unlike Meituan which has yet to establish its international presence that it can comfortably step away from the competition in China.

If Meituan establishes itself in the international market, then I would bet on it even if it is the underdog in China.

# Follow $BABA Trend or Bet on an Meituan's Underdog Comeback?

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MabelReed
·2025-09-01
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I appreciate your detailed analysis.
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- MHh:
  Thank you [Smile]
  2025-09-06
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Profit pressure led to a sharp plunge in its stock price. Just one day later, $Alibaba(BABA)$ reported earnings and jumped 12%.\nAt the earnings call, Meituan CEO Wang Xing said:\n“In a big competition, being the underdog is the most exciting position to be in. That’s why this is so thrilling.”\nWill you bet on the underdog or ride the surge?\nWhy underdog? The popular one may have fewer upside potential. Risk-reward ratio may be low.\nWhy the major trend? At least you won’t lose money on Nvidia.","image":"https://community-static.tradeup.com/news/aece60a01b4f6d596c0e48654e957118"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Meituan’s sharp drop really reflects its underdog status as it pits itself against giants like Alibaba. I won’t bet on this underdog as in China, it is often hard to re-capture the market once more when giants have gotten to it. Financially, Alibaba has more resources to pump into this price war should it drag on and Meituan might not win. For China/ HK markers where the stock price is volatile, I prefer to bet on winners. \n \n \n \nNvidia is really not in the same league as Meituan. Nvidia has established itself as the market leader with many fighting for its chips. Even with the rise of Alibaba, Nvidia still has a massive market and demand outside of China and has no lack of business. This is unlike Meituan which has yet to establish its international presence that it can comfortably step away from the competition in China. \n \n \n \nIf Meituan establishes itself in the international market, then I would bet on it even if it is the underdog in China.</body></html>","htmlText":"<html><head></head><body>Meituan’s sharp drop really reflects its underdog status as it pits itself against giants like Alibaba. I won’t bet on this underdog as in China, it is often hard to re-capture the market once more when giants have gotten to it. Financially, Alibaba has more resources to pump into this price war should it drag on and Meituan might not win. For China/ HK markers where the stock price is volatile, I prefer to bet on winners. \n \n \n \nNvidia is really not in the same league as Meituan. Nvidia has established itself as the market leader with many fighting for its chips. Even with the rise of Alibaba, Nvidia still has a massive market and demand outside of China and has no lack of business. This is unlike Meituan which has yet to establish its international presence that it can comfortably step away from the competition in China. \n \n \n \nIf Meituan establishes itself in the international market, then I would bet on it even if it is the underdog in China.</body></html>","text":"Meituan’s sharp drop really reflects its underdog status as it pits itself against giants like Alibaba. I won’t bet on this underdog as in China, it is often hard to re-capture the market once more when giants have gotten to it. Financially, Alibaba has more resources to pump into this price war should it drag on and Meituan might not win. For China/ HK markers where the stock price is volatile, I prefer to bet on winners. Nvidia is really not in the same league as Meituan. Nvidia has established itself as the market leader with many fighting for its chips. Even with the rise of Alibaba, Nvidia still has a massive market and demand outside of China and has no lack of business. This is unlike Meituan which has yet to establish its international presence that it can comfortably step away from the competition in China. If Meituan establishes itself in the international market, then I would bet on it even if it is the underdog in China.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/473445530488880","repostId":0,"isVote":1,"tweetType":1,"viewCount":1182,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":778,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":473832519439104,"commentId":"473832519439104","gmtCreate":1756717461889,"gmtModify":1756804214576,"authorId":9000000000000497,"author":{"id":9000000000000497,"idStr":"9000000000000497","authorId":9000000000000497,"name":"MabelReed","avatar":"https://static.tigerbbs.com/126b196a14ad73e740ae3c412ed56211","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":473445530488880,"objectIdStr":"473445530488880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I appreciate your detailed analysis.","text":"I appreciate your detailed analysis.","html":"I appreciate your detailed analysis.","likeSize":1,"commentSize":1,"subComments":[{"id":475698214658952,"commentId":"475698214658952","gmtCreate":1757164587029,"gmtModify":1757164591894,"authorId":4091758936365950,"author":{"id":4091758936365950,"idStr":"4091758936365950","authorId":4091758936365950,"name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.19","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":473445530488880,"objectIdStr":"473445530488880","type":1,"supId":473832519439104,"supIdStr":"473832519439104","prevId":0,"prevIdStr":"0","content":"Thank you [Smile]","text":"Thank you [Smile]","html":"Thank you [Smile]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}