The future trend of declining average order value in food delivery is inevitable, and this macro fundamental issue is beyond the company's ability to reverse.
However, at the same time, we should recognize the growth potential of $MEITUAN-W(03690)$
For instance, who else offers discounted tickets to tourist attractions besides Meituan?
Enrichment through affordable experiences will be an important track for the future.
In this track, it's not just about the online euphoria like that of X's music, but also about Meituan's expansion into real-life scenarios—something analysts completely overlook!
I am very optimistic about Meituan's future performance. The current upward trend should be a corrective one. Just as the first leaves emerge, it's time to buy Meituan at a low point and share in the company's growth dividends.
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