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@AKL_019 宇
宇 posts on X about meituan, bytedance, $tcom, $baba the most. They currently have XX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXX -XX%
- X Month XXXXXX +81%
- X Months XXXXXX +28,613%
Mentions: XX #
- X Month XX -XX%
- X Months XX +8,500%
Followers: XX #
- X Week XX no change
- X Month XX +59%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence technology brands stocks countries
Social topic influence meituan #16, bytedance #50, $tcom #6, $baba #142, baba, china, tencent, $0700hk, pricing, $tcoms
Top assets mentioned Alibaba Group (BABA)
Top Social Posts #
Top posts by engagements in the last XX hours
"HK.0700 The underlying ambition is for Tencent to build rather than buy the foundation of its future success"
X Link @AKL_019 2025-10-13T06:10Z XX followers, XX engagements
"Good long-form article on Chinas in-store market. Industry leader Meituan is under big pressure from both ByteDance and $BABA"
X Link @AKL_019 2025-10-14T10:14Z XX followers, XXX engagements
"$BABA Update: 1/ Alibabas OTA subsidiary Fliggy recorded XX% growth in net GMV for this years China Golden Week holiday period. While the base number is low the company seems to be gaining market share against leaders $TCOM and Meituan"
X Link @AKL_019 2025-10-15T10:22Z XX followers, XX engagements
"Meituan was completely caught off-guard thinking that (a) ByteDance would not be interested in the small profit pool of this market and (b) ByteDance is unable to establish an in-store business successfully"
X Link @AKL_019 2025-10-14T10:14Z XX followers, XX engagements
"2/ Fliggy is aiming to differentiate itself through its OTP model which allows merchants to operate stores directly (similar to Taobao/Tmall) without buying inventory and reselling at a markup"
X Link @AKL_019 2025-10-15T10:22Z XX followers, XX engagements
"3/ This enables merchants to have greater control over pricing and is a direct challenge to $TCOMs price adjustment mechanism which forces merchants to lower their prices without notice or consent"
X Link @AKL_019 2025-10-15T10:23Z XX followers, XX engagements
"7/ $TCOM had XX% market share in China in 2024 which seems well above the XX% implied red line (based on $BABAs precedent). $TCOM also has a XX% shareholding in Tongcheng Travel the #2 OTA player in China with XX% market share"
X Link @AKL_019 2025-09-20T09:00Z XX followers, XXX engagements
"6/ There is real risk ahead for $TCOM from (a) increased regulatory pressure and (b) increased competition from $BABA $JD and ByteDance"
X Link @AKL_019 2025-09-20T09:00Z XX followers, XXX engagements
"9/ Overall the valuation of $TCOM seems to not make much sense and there is the possibility of a Meituan XXX moment"
X Link @AKL_019 2025-09-20T09:01Z XX followers, XXX engagements
"Now ByteDance has around XX% market share and Alibaba is muscling in too. Smaller players like RedNote are also testing the water"
X Link @AKL_019 2025-10-14T10:16Z XX followers, XX engagements