Still, I like the “underdog” angle. Companies under pressure often innovate the fastest, and Wang Xing’s remark about being the underdog highlights that potential. With the market pricing in fear, contrarians could see an opportunity if Meituan finds new ways to defend its ground.
That said, Alibaba’s scale and AI push make it the safer play. Like Nvidia $NVIDIA Corp(NVDA)$ in chips, leaders may offer lower upside but greater security. My approach is to ride Alibaba’s strength while keeping an eye on Meituan in case the underdog surprises.
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