[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, $3690hk, baba, meituan the most. They currently have XXXXX followers and 1292 posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1765639869697511424/interactions)  - X Week XXXXX -XX% - X Month XXXXXXX +37% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +299% ### Mentions: XX [#](/creator/twitter::1765639869697511424/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +189% ### Followers: XXXXX [#](/creator/twitter::1765639869697511424/followers)  - X Week XXXXX -XXXX% - X Month XXXXX +1.40% - X Months XXXXX +19% - X Year XXXXX +128% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1765639869697511424/influencer_rank)  ### Social Influence [#](/creator/twitter::1765639869697511424/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [finance](/list/finance) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) **Social topic influence** [$baba](/topic/$baba) #63, [$3690hk](/topic/$3690hk) #1, [baba](/topic/baba) #2081, [meituan](/topic/meituan) #17, [$jd](/topic/$jd) #116, [china](/topic/china), [$pdd](/topic/$pdd) #18, [$1810hk](/topic/$1810hk) #938, [$tcehy](/topic/$tcehy) #1, [beijing](/topic/beijing) #840 **Top assets mentioned** [Alibaba Group (BABA)](/topic/$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 "J&T Express HK.1519 Q3 updates" [X Link](https://x.com/investingichina/status/1978616955541115122) [@investingichina](/creator/x/investingichina) 2025-10-16T00:20Z 5069 followers, 12K 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 5069 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 5069 followers, 6854 engagements "Xiaomi car factory XX% automation rate. $1810.HK" [X Link](https://x.com/investingichina/status/1893259373423526127) [@investingichina](/creator/x/investingichina) 2025-02-22T11:19Z 5069 followers, 2223 engagements "$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 "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 $3690.HK Turf Kuaishou has quietly added a Takeout feature to its apps group-buying section marking a formal step into the food delivery arena. Most current orders are fulfilled via Meituans platforms Meituan app Dazhong Dianping and Meituan Takeout mini program with" [X Link](https://x.com/investingichina/status/1955236441665233242) [@investingichina](/creator/x/investingichina) 2025-08-12T11:54Z 5069 followers, 3790 engagements "$BABA $NVDA" [X Link](https://x.com/investingichina/status/1979441823212016015) [@investingichina](/creator/x/investingichina) 2025-10-18T06:58Z 5069 followers, 3968 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, 2303 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 5069 followers, 2055 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 5069 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 5069 followers, 1689 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](https://x.com/investingichina/status/1977668066692796440) [@investingichina](/creator/x/investingichina) 2025-10-13T09:29Z 5068 followers, 1605 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 5069 followers, 1588 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 5069 followers, 2896 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 $1" [X Link](https://x.com/investingichina/status/1981214770197123576) [@investingichina](/creator/x/investingichina) 2025-10-23T04:23Z 5069 followers, 1225 engagements "$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, 1824 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, 1461 engagements "Meidong China $1268.HK - not looking good. Even at those prices" [X Link](https://x.com/investingichina/status/1878739080932155526) [@investingichina](/creator/x/investingichina) 2025-01-13T09:41Z 5069 followers, XXX 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 5069 followers, 1405 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](https://x.com/investingichina/status/1949687529688756627) [@investingichina](/creator/x/investingichina) 2025-07-28T04:25Z 5067 followers, 7155 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](https://x.com/investingichina/status/1953658052949028973) [@investingichina](/creator/x/investingichina) 2025-08-08T03:22Z 5067 followers, 1320 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 5067 followers, 28K 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](https://x.com/investingichina/status/1977890781110362172) [@investingichina](/creator/x/investingichina) 2025-10-14T00:14Z 5067 followers, 25K 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 5067 followers, 1496 engagements "@SMalikjo Haven't looked at them in details. But they look cheap. What's the thesis" [X Link](https://x.com/investingichina/status/1981223432621871334) [@investingichina](/creator/x/investingichina) 2025-10-23T04:57Z 5067 followers, XX 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, baba, meituan the most. They currently have XXXXX followers and 1292 posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXXX +37%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +299%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +189%
Followers: XXXXX #
- X Week XXXXX -XXXX%
- X Month XXXXX +1.40%
- X Months XXXXX +19%
- X Year XXXXX +128%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks technology brands countries finance travel destinations social networks automotive brands
Social topic influence $baba #63, $3690hk #1, baba #2081, meituan #17, $jd #116, china, $pdd #18, $1810hk #938, $tcehy #1, beijing #840
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
"J&T Express HK.1519 Q3 updates"
X Link @investingichina 2025-10-16T00:20Z 5069 followers, 12K 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 5069 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 5069 followers, 6854 engagements
"Xiaomi car factory XX% automation rate. $1810.HK"
X Link @investingichina 2025-02-22T11:19Z 5069 followers, 2223 engagements
"$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
"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 $3690.HK Turf Kuaishou has quietly added a Takeout feature to its apps group-buying section marking a formal step into the food delivery arena. Most current orders are fulfilled via Meituans platforms Meituan app Dazhong Dianping and Meituan Takeout mini program with"
X Link @investingichina 2025-08-12T11:54Z 5069 followers, 3790 engagements
"$BABA $NVDA"
X Link @investingichina 2025-10-18T06:58Z 5069 followers, 3968 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, 2303 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 5069 followers, 2055 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 5069 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 5069 followers, 1689 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 5068 followers, 1605 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 5069 followers, 1588 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 5069 followers, 2896 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 $1"
X Link @investingichina 2025-10-23T04:23Z 5069 followers, 1225 engagements
"$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, 1824 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, 1461 engagements
"Meidong China $1268.HK - not looking good. Even at those prices"
X Link @investingichina 2025-01-13T09:41Z 5069 followers, XXX 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 5069 followers, 1405 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 5067 followers, 7155 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 5067 followers, 1320 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 5067 followers, 28K 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 5067 followers, 25K 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 5067 followers, 1496 engagements
"@SMalikjo Haven't looked at them in details. But they look cheap. What's the thesis"
X Link @investingichina 2025-10-23T04:57Z 5067 followers, XX engagements