---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/24120022.md"
description: "Meituan-W (03690) I said Meituan would rise to 1000, some mocked me saying I only said this because it's been rising recently. In fact, I said the same thing early this year when Meituan was around 60. You can check my posts from back then. At that time, Meituan was surrounded by all kinds of horror stories, and I kept selling other stocks to buy more Meituan during that decline, eventually making it over 50% of my total portfolio. When I say Meituan can reach 1000, I'm looking at a 10 to 15-year timeframe. If we're lucky enough to get a big bubble during this period, it might even happen within 10 years. Why am I so confident? Because Meituan has a unique moat, excellent growth certainty, and its Hong Kong pilot has been very successful. Internationalization is just beginning, and drones will gradually become widespread in the next 3-5 years. R&D investments in technology will significantly reduce Meituan's unit delivery costs. Among Chinese concept stocks, besides Xiaomi, it's hard to find such an obvious speculative opportunity as Meituan."
datetime: "2024-09-25T12:14:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/24120022.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/24120022.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/24120022.md)
author: "[谁主沉浮一字板](https://longbridge.com/en/profiles/7200462.md)"
---

# Meituan-W (03690) I said Meituan would rise to 100…


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## Comments (2)

- **新用户William · 2024-09-27T03:58:07.000Z**: 有一点我不太赞同，我认为美团的护城河是在外卖小哥，几千万的外卖小哥。如果美团业绩不好，要凉了，这几千万人可不是开玩笑
  - **Shadbhuja Sita** (2024-10-02T18:53:53.000Z): 几千万火药桶 几千万家庭