---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38685996.md"
description: "Alibaba initiated the food delivery war, but in the end, it's Alibaba that should bear the consequences. It can't beat ByteDance in AI, nor JD.com and PDD in e-commerce. When it tried to get a piece of the community group-buying pie, Meituan naturally wouldn't let it succeed easily. Right now, Alibaba is the one I'm least optimistic about."
datetime: "2026-02-12T07:37:41.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38685996.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38685996.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38685996.md)
author: "[套住也乐观](https://longbridge.com/en/profiles/17781160.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38685996.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38685996.md)


# Alibaba initiated the food delivery war, but in th…


### Related Stocks

- [BABA-W (09988.HK)](https://longbridge.com/en/quote/09988.HK.md)
- [BABA-WR (89988.HK)](https://longbridge.com/en/quote/89988.HK.md)
- [Alibaba Group Holding Limited (BABA.US)](https://longbridge.com/en/quote/BABA.US.md)
- [ByteDance (BYTED.NA)](https://longbridge.com/en/quote/BYTED.NA.md)
- [JD-SW (09618.HK)](https://longbridge.com/en/quote/09618.HK.md)
- [JD.com, Inc. (JD.US)](https://longbridge.com/en/quote/JD.US.md)
- [JD-SWR (89618.HK)](https://longbridge.com/en/quote/89618.HK.md)
- [Alibaba Group Holding Limited (HBBD.SG)](https://longbridge.com/en/quote/HBBD.SG.md)
- [JD.com, Inc. (HJDD.SG)](https://longbridge.com/en/quote/HJDD.SG.md)

## Comments (3)

- **madwel · 2026-02-12T07:53:30.000Z**: Meituan shareholders must hate Alibaba to death now. Actually, without Alibaba, there would still be other competitors like Didi, and ByteDance. The main issue is that Meituan lacks a moat.
  - **套住也乐观** (2026-02-12T07:55:16.000Z): With Xiaomi in my left hand and Meituan in my right, how can you expect me not to hate it? 😂
  - **madwel** (2026-02-12T07:59:23.000Z): I used to have Meituan as well, but I sold it after realizing the truth. Xiaomi is fine, it will come back.