---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37877810.md"
description: "From the recent trend of Meituan-W (03690.HK), I believe Meituan's stock price is highly tied to macro sentiment and liquidity, while its Alpha attributes are temporarily overshadowed. My suggestion is that it's best to include it in the basket of "macro recovery trades" for observation. Once market risk appetite recovers, such leading companies with solid businesses and high cash flow visibility usually exhibit stronger stock price elasticity."
datetime: "2026-01-16T11:46:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37877810.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37877810.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37877810.md)
author: "[情报站小张](https://longbridge.com/en/profiles/25231412.md)"
---

# From the recent trend of Meituan-W (03690.HK), I b…


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## Comments (1)

- **奥马哈的信徒皮球 · 2026-01-16T14:58:46.000Z**: Agree...