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@investingichina Avatar @investingichina The Great Wall Street

The Great Wall Street posts on X about $baba, $jd, $3690hk, baba the most. They currently have XXXXX followers and 1283 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks technology brands countries social networks finance travel destinations automotive brands

Social topic influence $baba #9, $jd #146, $3690hk #1, baba #671, meituan #14, china, kuaishou #54, $1024hk #1, $pdd #4, $didiy #6

Top assets mentioned Alibaba Group (BABA) MEITU INC (MEIUY) Starbucks Corporation (SBUX) Apple, Inc. (AAPL) Boyd Gaming Corporation (BYD) Lennox International, Inc. (LII) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

"China's Social Insurance Crackdown Will Reshape Ride-Hailing China's new social insurance rules taking effect this September eliminate employer-worker agreements to skip contributions forcing full compliance across all employment relationships. Cost Impact The financial burden is substantial. Companies face approximately XX% higher employment costs when including mandatory social insurance contributions while workers see take-home pay reduced by roughly 25%. For margin-pressured businesses this creates immediate operational stress. Platform Consolidation Accelerates Financially weaker"
X Link @investingichina 2025-08-11T01:09Z 5060 followers, 2428 engagements

"What I heard from a friend in Qingdao: Didi's $DIDIY autonomous delivery trucks are way behind robotaxi technology - still pretty primitive. They drive super slowly get confused easily and constantly need human takeover. Compared to robotaxi services these delivery vehicles feel like they're using outdated tech"
X Link @investingichina 2025-08-08T03:22Z 5060 followers, 1308 engagements

"New paid article is out now: Chinas instant retail war has escalated from speeches to subsidies to something much bigger. Meituan Ruled JD Preached Alibaba Brought the Pain $JD $BABA $3690.HK"
X Link @investingichina 2025-09-18T10:18Z 5060 followers, 2507 engagements

"New article is up. I looked at Tencent $TCEHY Kuaishou $1024.HK and $HUYA s Q1 resultsfocusing on what actually mattered beneath the headlines. Take a look"
X Link @investingichina 2025-06-15T13:27Z 5060 followers, 3267 engagements

"When you see how crazy Chinese girls are about how they look in pictures its pretty much a no-brainer that Meitu Inc. $1357.HK would do well. Positive profit alert with a 50-60% profit increase No surprise thereAI and beauty apps are a winning combo"
X Link @investingichina 2025-02-09T12:45Z 5061 followers, 5050 engagements

"Game over. $BABA $PONY $BIDU"
X Link @investingichina 2025-09-24T23:55Z 5040 followers, 24.3K engagements

"Its maybe not so surprising that fast-growing countries in Asia still show high trust in their governments China XX Indonesia XX India XX. Whats striking is how far the old democracies have fallen. Germany XX France XX the U.K. XX scraping the floor. As a German Im honestly surprised XX percent still trust this government. When I look back at the last few decades its hard to escape the conclusion that the political system itself is broken. It doesnt reward competence; it filters it out. The people who might actually fix things engineers entrepreneurs scientists avoid politics entirely. The"
X Link @investingichina 2025-10-09T09:35Z 5054 followers, 1231 engagements

"Just had a walk in Lujiazui if you havent noticed the China bulls are back 🐂 $BABA $JD $PDD $TCEHY $3690.HK $1810.HK $QFIN $KWEB"
X Link @investingichina 2025-02-22T10:52Z 5060 followers, 6848 engagements

"Today shares of Kuaishou $1024.HK fell more than X percent. The market seemed to get nervous over news that the company is entering the food delivery business. I took a closer look checked their app explored the new offering and heres whats actually happening. Kuaishou Enters Food Delivery with a Light-Asset Play on Meituans $3690.HK Turf Kuaishou has quietly added a Takeout feature to its apps group-buying section marking a formal step into the food delivery arena. Most current orders are fulfilled via Meituans platforms Meituan app Dazhong Dianping and Meituan Takeout mini program with"
X Link @investingichina 2025-08-12T11:54Z 5060 followers, 3783 engagements

"These price hikes in China are insane. Two burgers and a Coke for XXX RMB ($1.38). Are you nuts. That is infinitely more than the free burgers I am used to. I am not paying for that. $JD $3690.Hk $BABA"
X Link @investingichina 2025-07-28T04:25Z 5052 followers, 7143 engagements

"Chinas State Administration for Market Regulation (SAMR) is at it again. This week it published draft rules for the food delivery sector basically telling $3690.HK Meituan ( $BABA) and $JD: stop the games. The rules target two pain points. First merchant fees. Platforms will have to spell out exactly what they charge. Commission and technical service fees are supposed to come down and merchants cant be strong-armed into paying for platform promotions. For years restaurants have stared at their bills wondering if they were looking at fees or abstract art. SAMR says no more. Second rider"
X Link @investingichina 2025-09-26T08:35Z 5061 followers, 2034 engagements

"BAM while $BABA s is completely done analysts turn massively bullish on because retail growth likely better than expected leading to the boldest of moves: a target price hike from $XXXXX to $XXXXX. Incredible. Truly visionary. Damn I wish I had the balls for such bold moves but I just cant pull this kind of shit off"
X Link @investingichina 2025-10-14T00:14Z 5060 followers, 24K engagements

"Amazing really. Chinas instant retail war is shaping up to be the most expensive group therapy session in economic history. Watching $JD $BABA and Meituan $3690.HK torch cash like its some national sport is almost admirable. I suppose this is what happens when a generation raised as only children hits the executive suiteno training in sharing just endless tantrums in the sandbox. When I was young my brother and I learned early that if you sort out who gets to play with what upfront everyone gets a good afternoon. But if you spend hours fighting it ends in tears bruised egos and mom stepping"
X Link @investingichina 2025-08-27T10:06Z 5060 followers, 27.9K engagements

"Thats how powerful instant retail has become: Order a pizza and by the way a new iPhone. It shows up in XX minutes. Its a direct threat to traditional e-commercewhere fast still means next day. $BABA $JD $3690.HK"
X Link @investingichina 2025-09-23T10:57Z 5060 followers, 2903 engagements

"Now also in my Wechat moments timeline"
X Link @investingichina 2025-10-03T12:15Z 5042 followers, XXX engagements

"$DiDiY is back in Brazils food delivery business this time with a 2B reais ($2.7B yuan) bet on 99Food. Theyve been here before. In 2019 they launched 99Food after acquiring local ride-hailing app XX. Within a few years they were forced out iFood used exclusivity agreements to lock up restaurants leaving DiDi without supply and by 2023 they pulled the plug. Then in 2025 Brazils antitrust agency curbed iFoods choose one of two tactics. That crack in the wall was enough: DiDi relaunched in Goinia in April hit 1M orders in XX days and by August had signed 20000 restaurants in So Paulo. Now the"
X Link @investingichina 2025-09-19T04:48Z 5060 followers, 1809 engagements

"It's the final nail in the coffin don't you see it Or do you still need the obvious signal that its over Jim Cramer calls it the stock of the future Monish Pabrai buying again after Charlie Munger talked to him in his sleep and Kathy Wood went XXX% in after her morning prayer"
X Link @investingichina 2025-10-10T06:41Z 5060 followers, 1158 engagements

"$BABA thesis completely shattered. Target price slashed from XXXXXX to XXXXXX. Analyst bravery at its peak"
X Link @investingichina 2025-10-10T06:22Z 5060 followers, 32K engagements

"Instant retail is simply superior. Why wait XX hours for your phone when you can have it in XX minutes This is the future in China. $JD $BABA $3690.HK"
X Link @investingichina 2025-08-14T10:34Z 5052 followers, 3611 engagements

"Thinking $PDD is just a cheap version of Taobao $BABA is totally misunderstanding the difference in their business models. They are fundamentally different. Lumping them together is lazy thinking. If you understand how their business models work youll understand that AI will impact them very differently"
X Link @investingichina 2025-10-14T13:05Z 5060 followers, 2395 engagements

"BABA is plastering ads everywhere in the city pushing AMap () as the new competitor to Meituan Dazhong () and also advertising Taobao Instant Retail () $BABA $JD $3690.HK"
X Link @investingichina 2025-10-03T10:01Z 5062 followers, 13.2K engagements

"Brutal coffee price war in China. $LKNCY just broke its once-sacred XXX price floor. Fueled by the takeout subsidy arms race between $3690.HK $JD and $BABA. And oh boy $SBUX with your 30+ RMB cups youre a luxury item undergoing uniform helical descent. A.k.a. you are screwed"
X Link @investingichina 2025-06-03T03:18Z 5038 followers, 16.1K engagements

"Turns out one of my least-read articles was the one where I basically predicted the instant retail war long before it even started. So clearly Im either a visionary or just a monkey with a typewriter. $BABA $JD $PDD $3690.HK"
X Link @investingichina 2025-09-14T04:28Z 5060 followers, 2054 engagements

"Thanks to $BABA s inclusion in Stock Connect we can now track their share buybacks on a daily basis. $9988.HK"
X Link @investingichina 2024-09-04T01:26Z 5060 followers, 16.4K engagements

"Chinas NPPA issued a record 1416 gaming licenses in 2024 the highest in X years benefiting companies like Tencent $0700.HK and NetEase $NTES. Recent approvals include Tencents Monster Hunter: Outlanders and NetEases ANANTA"
X Link @investingichina 2024-12-25T13:08Z 5061 followers, 1201 engagements

"Just opened Meituan first thing it shows me is Taco Bell. Never ordered it in my life. Either their AI is visionary or its trolling the American president. At this rate Meituan might end up on the sanctions list for culinary provocation"
X Link @investingichina 2025-10-13T09:45Z 5060 followers, 1521 engagements

"Joe Tsai from $BABA talked about the impact of AI on their business. Loved the moment he had to laugh while mentioning they have a food delivery business. Maybe a psychologist can interpret it does he see the absurdity of the money-burning treadmill or is that laugh just the coping mechanism of a man pretending it all makes sense"
X Link @investingichina 2025-10-12T01:12Z 5060 followers, 3459 engagements

"The difference between Laopu Gold $6181.HK and Luk Fook $0590.HK:"
X Link @investingichina 2025-06-01T09:50Z 5060 followers, 4205 engagements

"Waiting in line for the Miniso Land. $9896.HK"
X Link @investingichina 2024-12-11T06:38Z 5034 followers, 1335 engagements

"New article is out. Postcard from Shanghai: Crowds trends and surprises on the streets. What do snack lines tech stores and luxury boutiques reveal about the citys shifting dynamics Link in the description: $AAPL $005930.KS $9992.HK $MNSO"
X Link @investingichina 2024-12-26T12:39Z 5060 followers, 3534 engagements

"Back in China. The subsidy war has shifted from hot meals to groceries. XX bottles of water that usually cost XX RMB now go for XXX RMB. They torch cash I salute. I will heroically keep ordering to single handedly push up GDP and stress test their cash flows. $JD $BABA $3690.HK"
X Link @investingichina 2025-07-28T11:49Z 5052 followers, 3258 engagements

"Chinas local-services war is entering a new phase. After $BABA 's Amap (Gaode) launched its Street Walk Ranking to funnel users into Taobao Flash Sales and group-buy deals $BIDU hit back fast. Its newly launched AI Go Top List inside Baidu Maps is now integrated with Meituan (3690 HK) and (9961 HK) creating a counter-alliance aimed squarely at Alibabas expanding to-store ecosystem. For Baidu this is about survival and relevance. Map apps have always faced a use-and-go problempeople open them only when they already know the destination. By adding rankings user reviews and group-buy offers"
X Link @investingichina 2025-10-13T09:29Z 5060 followers, 1548 engagements

"Kuaishou $1024.HK is no longer just a short video platformits quietly becoming a fully automated e-commerce infrastructure powered by AI. Through tools like Nvwa (digital livestreamers) and Kaichuang (automated video generation) the company now lets small merchants produce marketing content in one to two hours with almost no human input. The results are not trivial: GMV from AI-enabled clients grew 56.5x. Conversion rates for virtual livestream hosts reach up to XX% outperforming real humans in certain verticals. One Kuaishou executive even found that his own AI clone sells agricultural"
X Link @investingichina 2025-06-12T12:22Z 5060 followers, 1914 engagements

"Xiaomi car factory XX% automation rate. $1810.HK"
X Link @investingichina 2025-02-22T11:19Z 5060 followers, 2216 engagements

"August 2024 set the tone: Beijing gathered Meituan $3690.HK $JD ( $BABA) Douyin and Kuaishou $1024.HK to sign a 22-clause Convention on Self-Regulation of Compliance in Online Transactions. The rules were sweepingtight product-quality checks no misleading prices no leveraging dominance to box out rivals prompt handling of consumer complaints and crucially a promise to work with regulators the moment public-opinion storms brewed. In short: compete hard but keep the marketplace transparent and orderly. Fast-forward to February 2025. JD barges into on-demand food delivery with subsidy-heavy"
X Link @investingichina 2025-05-26T06:57Z 5060 followers, 2548 engagements

"My wife just mentioned she wants to hire a part-time cook through $JD JDs service platform for those busy days when we dont have time to make lunch. And the first thing that came to mind was maybe this handsome JD TV cook is available. Anyone know his name and whether hes free Monday around lunchtime to cook for us"
X Link @investingichina 2025-10-03T05:57Z 5042 followers, 2633 engagements

"China just raised the bar for new energy cars. From 2026 only efficient EVs & long-range PHEVs (100 km electric) keep their tax breaks. Real EVs win half-hearted hybrids get cut. $BYD $LI $NIO $TSLA"
X Link @investingichina 2025-10-09T09:43Z 5061 followers, 1651 engagements