$Meituan(MPNGY.US) will still use Meituan for daily life, Taobao will always just be a shopping app, with the occasional takeout benefit.
As long as I firmly believe that I will still be like this in 1 or 2 years, then I am not afraid to invest in Meituan. Hot money will eventually fade, and life will return to normal habits. This big battle did not bring any innovation in business models, and it probably won't change any underlying user habits.
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