$MEITUAN-W(03690)$ jumping into food delivery feels more like a strategic bluff than a real offensive. Meituan’s been crushing it in instant retail, even catching up with $JD-SW(09618)$ in 3C orders，JD had no choice but to make a move. But let’s be real, JD can’t beat Meituan at its own game. Execution? Meituan’s got that in the bag. Still super bullish on Meituan，holding strong!
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