[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @investingichina The Great Wall Street The Great Wall Street posts on X about $baba, $3690hk, meituan, $jd the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1765639869697511424/interactions)  - X Week XXXXX -XX% - X Month XXXXXXX +76% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +297% ### Mentions: XX [#](/creator/twitter::1765639869697511424/posts_active)  - X Week XX +4.40% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +187% ### Followers: XXXXX [#](/creator/twitter::1765639869697511424/followers)  - X Week XXXXX no change - X Month XXXXX +1.40% - X Months XXXXX +20% - X Year XXXXX +127% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1765639869697511424/influencer_rank)  ### Social Influence [#](/creator/twitter::1765639869697511424/influence) --- **Social category influence** [technology brands](/list/technology-brands) XX% [stocks](/list/stocks) XXXXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% [finance](/list/finance) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$baba](/topic/$baba) #96, [$3690hk](/topic/$3690hk) #1, [meituan](/topic/meituan) #24, [$jd](/topic/$jd) #144, [kuaishou](/topic/kuaishou) #64, [$pdd](/topic/$pdd) #27, [$1810hk](/topic/$1810hk) #989, [tencent](/topic/tencent) #136, [$0700hk](/topic/$0700hk) #135, [baba](/topic/baba) #1409 **Top accounts mentioned or mentioned by** [@smalikjo](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@cronosbro](/creator/undefined) [@aceboy8844](/creator/undefined) [@chillmars66](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/$baba) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Lennox International, Inc. (LII)](/topic/$li) [Tesla, Inc. (TSLA)](/topic/$tsla) ### Top Social Posts [#](/creator/twitter::1765639869697511424/posts) --- Top posts by engagements in the last XX hours "Kuaishou $1024.HK is be included in the HSI" [X Link](https://x.com/investingichina/status/1860854196456841237) [@investingichina](/creator/x/investingichina) 2024-11-25T01:13Z 5067 followers, 1750 engagements "That's how I want the students in my lecture behave too. Get up applaude and eagerly take notes. No playing with the phone. And I want two tee mugs $BABA $PDD $TCEHY $3690.Hk $1810.HK" [X Link](https://x.com/investingichina/status/1891382053217640571) [@investingichina](/creator/x/investingichina) 2025-02-17T06:59Z 5067 followers, 16.9K 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](https://x.com/investingichina/status/1893252487966036353) [@investingichina](/creator/x/investingichina) 2025-02-22T10:52Z 5067 followers, 6857 engagements "Xiaomi car factory XX% automation rate. $1810.HK" [X Link](https://x.com/investingichina/status/1893259373423526127) [@investingichina](/creator/x/investingichina) 2025-02-22T11:19Z 5069 followers, 2225 engagements "Tencent: Major Beneficiary of Instant Retail War Tencent could be a key winner in China's instant retail competition. As Meituan JD (JD/9618.HK) and Pinduoduo (PDD) battle for market share all three advertise heavily on WeChat's platform generating significant advertising revenue for Tencent" [X Link](https://x.com/investingichina/status/1945815223509581866) [@investingichina](/creator/x/investingichina) 2025-07-17T11:57Z 5069 followers, 1163 engagements "$JD ( / JD.O) has officially launched its first Qixian Xiaochu () outlet in Beijing which began trial operations on July XX using a takeout + self-pickup model with no dine-in service. It primarily offers stir-fry dishes pasta snacks and fried rice/noodles priced between 2040 with subsidies bringing it down to 1520. This opening is part of JDs Dish Partner Recruitment Plan backed by RMB X billion to recruit partners for 1000 signature dishes each with a guaranteed X million revenue share and uncapped commissions. Chefs and restaurants only need to provide recipes and participate in product" [X Link](https://x.com/investingichina/status/1947942635152298387) [@investingichina](/creator/x/investingichina) 2025-07-23T08:51Z 5069 followers, 5792 engagements "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](https://x.com/investingichina/status/1954711636570497366) [@investingichina](/creator/x/investingichina) 2025-08-11T01:09Z 5067 followers, 2439 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](https://x.com/investingichina/status/1955236441665233242) [@investingichina](/creator/x/investingichina) 2025-08-12T11:54Z 5067 followers, 3792 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](https://x.com/investingichina/status/1960645151233335406) [@investingichina](/creator/x/investingichina) 2025-08-27T10:06Z 5069 followers, 28K 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 $3690.HK" [X Link](https://x.com/investingichina/status/1968620584176173519) [@investingichina](/creator/x/investingichina) 2025-09-18T10:18Z 5069 followers, 2514 engagements "$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](https://x.com/investingichina/status/1968900056259641680) [@investingichina](/creator/x/investingichina) 2025-09-19T04:48Z 5069 followers, 1825 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](https://x.com/investingichina/status/1970442459479150799) [@investingichina](/creator/x/investingichina) 2025-09-23T10:57Z 5069 followers, 2931 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](https://x.com/investingichina/status/1971493920677998925) [@investingichina](/creator/x/investingichina) 2025-09-26T08:35Z 5067 followers, 2055 engagements "Thinking $PDD is just a cheap version of Taobao $BABA is totally misunderstanding the difference in their business models. They are fundamentally different. Lumping them together is lazy thinking. If you understand how their business models work youll understand that AI will impact them very differently" [X Link](https://x.com/investingichina/status/1978084820916838441) [@investingichina](/creator/x/investingichina) 2025-10-14T13:05Z 5067 followers, 3156 engagements "J&T Express HK.1519 Q3 updates" [X Link](https://x.com/investingichina/status/1978616955541115122) [@investingichina](/creator/x/investingichina) 2025-10-16T00:20Z 5067 followers, 12K engagements "$BABA $NVDA" [X Link](https://x.com/investingichina/status/1979441823212016015) [@investingichina](/creator/x/investingichina) 2025-10-18T06:58Z 5068 followers, 3970 engagements "Meituan $3690.HK Vice President Mao Yinian revealed today that Meituans autonomous delivery vehicles have achieved large-scale deployment in Shenzhen. As of now they have completed X million delivery orders with total autonomous driving mileage exceeding XX million kilometers. Over XX% of the total mileage was driven in autonomous mode and the vehicles can reach a maximum speed of more than XX kilometers per hour" [X Link](https://x.com/investingichina/status/1980460226244640769) [@investingichina](/creator/x/investingichina) 2025-10-21T02:24Z 5069 followers, 2313 engagements "Thanks to $BABA s inclusion in Stock Connect we can now track their share buybacks on a daily basis. $9988.HK" [X Link](https://x.com/investingichina/status/1831141818186309649) [@investingichina](/creator/x/investingichina) 2024-09-04T01:26Z 5068 followers, 16.5K engagements "When I wrote about Meidong $1268.HK before it was way too lengthy. But now heres all you need to know: a short thesis in just two pictures" [X Link](https://x.com/investingichina/status/1889124215640707274) [@investingichina](/creator/x/investingichina) 2025-02-11T01:28Z 5068 followers, 1406 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](https://x.com/investingichina/status/1974052067519180926) [@investingichina](/creator/x/investingichina) 2025-10-03T10:01Z 5068 followers, 13.3K 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](https://x.com/investingichina/status/1976221958066090408) [@investingichina](/creator/x/investingichina) 2025-10-09T09:43Z 5068 followers, 1692 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](https://x.com/investingichina/status/1977671961594691683) [@investingichina](/creator/x/investingichina) 2025-10-13T09:45Z 5068 followers, 1594 engagements "Brazil Court to Didi: No Exclusivity on the Menu (Meituan / Didi Global On Oct XX 2025 the So Paulo Commercial Court ruled that Didis 99Food violated competition law by forcing restaurants into exclusive deals that shut out rivals most notably Meituans Keeta which launches in Brazil on Oct XX. The judge voided those clauses banned retaliation against restaurants listing elsewhere and set a 100000 BRL fine for any repeat offense. Didi had just re-entered Brazils food-delivery market this year after quitting in 2023 vowing a X billion BRLinvestment. Meituan meanwhile is rolling in with a US $1" [X Link](https://x.com/investingichina/status/1981214770197123576) [@investingichina](/creator/x/investingichina) 2025-10-23T04:23Z 5068 followers, 1242 engagements "Kuaishous Gaming Retreat: When the Field-Runner Trips (Kuaishou / Tencent / NetEase / miHoYo) Kuaishou once promised to build its own gaming universe four studios hundreds of developers and the dream of a blockbuster MMO. Seven years later it quietly folded most of that ambition. The Beijing studio was shut down in early 2024 after weak internal test results and other teams in Shanghai and Hangzhou have been downsized or merged into content units. The grand self-developed game strategy is now little more than a maintenance crew. ByteDance already went through the same cycle a year earlier. It" [X Link](https://x.com/investingichina/status/1981217801064108419) [@investingichina](/creator/x/investingichina) 2025-10-23T04:35Z 5068 followers, 1468 engagements "AI Capex warnings are everywhere. I went through the numbers across several companies with very different outcomes. For some I understand the panic. For others I dont. In this new piece I take Tencent as a case study to separate signal from noise. New paid article on The Great Wall Street" [X Link](https://x.com/investingichina/status/1981218725228662822) [@investingichina](/creator/x/investingichina) 2025-10-23T04:38Z 5068 followers, 1529 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@investingichina The Great Wall Street
The Great Wall Street posts on X about $baba, $3690hk, meituan, $jd the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXXX +76%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +297%
Mentions: XX #
- X Week XX +4.40%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +187%
Followers: XXXXX #
- X Week XXXXX no change
- X Month XXXXX +1.40%
- X Months XXXXX +20%
- X Year XXXXX +127%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence technology brands XX% stocks XXXXX% social networks XXXX% countries XXXX% finance XXXX% travel destinations XXXX% automotive brands XXXX%
Social topic influence $baba #96, $3690hk #1, meituan #24, $jd #144, kuaishou #64, $pdd #27, $1810hk #989, tencent #136, $0700hk #135, baba #1409
Top accounts mentioned or mentioned by @smalikjo @joinyellowbrick @cronosbro @aceboy8844 @chillmars66
Top assets mentioned Alibaba Group (BABA) NVIDIA Corp. (NVDA) Boyd Gaming Corporation (BYD) Lennox International, Inc. (LII) Tesla, Inc. (TSLA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Kuaishou $1024.HK is be included in the HSI"
X Link @investingichina 2024-11-25T01:13Z 5067 followers, 1750 engagements
"That's how I want the students in my lecture behave too. Get up applaude and eagerly take notes. No playing with the phone. And I want two tee mugs $BABA $PDD $TCEHY $3690.Hk $1810.HK"
X Link @investingichina 2025-02-17T06:59Z 5067 followers, 16.9K 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 5067 followers, 6857 engagements
"Xiaomi car factory XX% automation rate. $1810.HK"
X Link @investingichina 2025-02-22T11:19Z 5069 followers, 2225 engagements
"Tencent: Major Beneficiary of Instant Retail War Tencent could be a key winner in China's instant retail competition. As Meituan JD (JD/9618.HK) and Pinduoduo (PDD) battle for market share all three advertise heavily on WeChat's platform generating significant advertising revenue for Tencent"
X Link @investingichina 2025-07-17T11:57Z 5069 followers, 1163 engagements
"$JD ( / JD.O) has officially launched its first Qixian Xiaochu () outlet in Beijing which began trial operations on July XX using a takeout + self-pickup model with no dine-in service. It primarily offers stir-fry dishes pasta snacks and fried rice/noodles priced between 2040 with subsidies bringing it down to 1520. This opening is part of JDs Dish Partner Recruitment Plan backed by RMB X billion to recruit partners for 1000 signature dishes each with a guaranteed X million revenue share and uncapped commissions. Chefs and restaurants only need to provide recipes and participate in product"
X Link @investingichina 2025-07-23T08:51Z 5069 followers, 5792 engagements
"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 5067 followers, 2439 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 5067 followers, 3792 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 5069 followers, 28K 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 $3690.HK"
X Link @investingichina 2025-09-18T10:18Z 5069 followers, 2514 engagements
"$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 5069 followers, 1825 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 5069 followers, 2931 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 5067 followers, 2055 engagements
"Thinking $PDD is just a cheap version of Taobao $BABA is totally misunderstanding the difference in their business models. They are fundamentally different. Lumping them together is lazy thinking. If you understand how their business models work youll understand that AI will impact them very differently"
X Link @investingichina 2025-10-14T13:05Z 5067 followers, 3156 engagements
"J&T Express HK.1519 Q3 updates"
X Link @investingichina 2025-10-16T00:20Z 5067 followers, 12K engagements
"$BABA $NVDA"
X Link @investingichina 2025-10-18T06:58Z 5068 followers, 3970 engagements
"Meituan $3690.HK Vice President Mao Yinian revealed today that Meituans autonomous delivery vehicles have achieved large-scale deployment in Shenzhen. As of now they have completed X million delivery orders with total autonomous driving mileage exceeding XX million kilometers. Over XX% of the total mileage was driven in autonomous mode and the vehicles can reach a maximum speed of more than XX kilometers per hour"
X Link @investingichina 2025-10-21T02:24Z 5069 followers, 2313 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 5068 followers, 16.5K engagements
"When I wrote about Meidong $1268.HK before it was way too lengthy. But now heres all you need to know: a short thesis in just two pictures"
X Link @investingichina 2025-02-11T01:28Z 5068 followers, 1406 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 5068 followers, 13.3K 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 5068 followers, 1692 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 5068 followers, 1594 engagements
"Brazil Court to Didi: No Exclusivity on the Menu (Meituan / Didi Global On Oct XX 2025 the So Paulo Commercial Court ruled that Didis 99Food violated competition law by forcing restaurants into exclusive deals that shut out rivals most notably Meituans Keeta which launches in Brazil on Oct XX. The judge voided those clauses banned retaliation against restaurants listing elsewhere and set a 100000 BRL fine for any repeat offense. Didi had just re-entered Brazils food-delivery market this year after quitting in 2023 vowing a X billion BRLinvestment. Meituan meanwhile is rolling in with a US $1"
X Link @investingichina 2025-10-23T04:23Z 5068 followers, 1242 engagements
"Kuaishous Gaming Retreat: When the Field-Runner Trips (Kuaishou / Tencent / NetEase / miHoYo) Kuaishou once promised to build its own gaming universe four studios hundreds of developers and the dream of a blockbuster MMO. Seven years later it quietly folded most of that ambition. The Beijing studio was shut down in early 2024 after weak internal test results and other teams in Shanghai and Hangzhou have been downsized or merged into content units. The grand self-developed game strategy is now little more than a maintenance crew. ByteDance already went through the same cycle a year earlier. It"
X Link @investingichina 2025-10-23T04:35Z 5068 followers, 1468 engagements
"AI Capex warnings are everywhere. I went through the numbers across several companies with very different outcomes. For some I understand the panic. For others I dont. In this new piece I take Tencent as a case study to separate signal from noise. New paid article on The Great Wall Street"
X Link @investingichina 2025-10-23T04:38Z 5068 followers, 1529 engagements