What caused Meituan's profits to plummet? Is there still hope for its stock price?

Why is Meituan's financial report so severe, with profits plummeting so much?

We can combine it with Pinduoduo's conference call a few days ago, how did they describe the profit situation?

That is, the profit is unsustainable, why is it unsustainable?

Because the boss cannot be the richest man, why can't he be the richest man?

Because being the richest man is not low-key enough.

Also, Pinduoduo has always been criticized and hated, so in such a situation, many big shots cannot stand out, the tree that stands out in the forest is sure to be destroyed by the wind.

What does this have to do with Meituan?

What has Meituan always been criticized for?

Monopoly, exploiting delivery workers, algorithm controlling lives, delivery workers running all day without time to raise children.

These are all negative aspects, and why did JD suddenly jump out to do food delivery? Is it just because the instant retail scene is destroying JD's basic market?

What did Dongge do, did he provide insurance for delivery workers, but do capitalists like this?

So how does Meituan respond?

No matter how they respond, it's wrong. Meituan's delivery workers are all self-employed, now they have to provide insurance for them, won't the profits collapse?

Alright, now Meituan is jumping off the building itself, stock price is being sold off, profits are plummeting, what is its purpose?

I don't know if everyone has run a business, how to handle expenses, Meituan is a company with hundreds of billions in revenue, naturally it is legal and compliant.

But investors don't like it, and shareholders don't like it either.

So the reason why the stock price of companies fighting price wars in food delivery has always been hammered is because the relationships behind it are very complex.

So now what is a good Hong Kong stock company that meets aesthetic standards?

Of course, it is one that meets strategic directions and actively responds to calls.

So we can see that new energy vehicles have been soaring all the way, not only because of the drop in lithium carbonate prices, giving them a huge advantage in supply chain cost control, but also because it promotes consumption, as real estate is also a form of consumption, but the consumption in real estate is not sustainable, so new energy vehicles are very, very important.

So you can see that the status of these new energy vehicle companies is actually very, very high, so it is important to understand where the market focus is.

I think this is a thought on the entire Chinese concept stocks and Hong Kong stocks.

As for US stocks, people are actually worried about NVIDIA's pullback.

Many people trading A-shares are worried because of companies like CPO, if NVIDIA really falls, then everyone will be in trouble.

Because the real start of the bull market in A-shares was not in September or October last year, that was just a normal recovery from 2700 to 3000 points, the real start was from the speculation of NVIDIA in US stocks this year, because it is a very important bridge between East and West.

NVIDIA cannot have problems, if it does, then the AI craze on both sides will be extinguished, so I think this is a reason for everyone's anxiety, because the recent profit effect in US stocks is actually not good.

If you don't buy some small-cap tech stocks representing companies like RO, your returns are actually not good, for example, many companies related to robots that have been rising on the market are small companies, RR, SERV, SYM, KITT, but do you dare to make big positions in these companies?

You definitely don't dare to make big positions, you only dare to make big positions in big companies.

So in such a situation, the profit effect is very weak, because NVIDIA has been fluctuating around 180.

And many people do not have the ability to do intraday short-term operations, because its fluctuations are too fast, often forming a weaving machine pattern.

And most people also cannot keep up with so many opportunities in US stocks, so the most important thing is to wait for the AI narrative to be renewed, this is the safest.

2025 is destined to be a year of volatility, needing to fully digest the stock market gains of the previous 2 years, therefore requiring higher personal discipline, so everyone needs to plan their position management, those who strictly adhere to discipline can consider joining our planet.