PorterLamb
04-25

$MEITUAN-W(03690)$

Capital itself carries the spirit of adventure and is the cornerstone of exploring the unknown and opening up new fields. It is itself a process of crossing the river by feeling the stones and is disorderly. So when it comes to rectifying the disorderly expansion of capital, I believe that without the disorderly expansion of capital, there will be no innovation and creation, no discovery of new fields, no emergence of new growth poles, and no economic future, so I insist on holding Meituan. When rectifying the platform economy, I believe that the platform economy can reduce costs and increase efficiency, and is also a wetland for employment issues. It has a huge impact on the smooth operation of society and promotes the economy, so I insist on holding Meituan; when the emergence of Douyin and Meituan When competition is rampant, I believe that the Internet platform has broad prospects and can accommodate Meituan and Douyin. If we have to homogenize and fight to the death, then Meituan will have no future and Douyin will have no future. Meituan and Douyin will have no future. Douyin will inevitably find its own boundaries in the competition and become bigger and stronger, so I insist on holding Meituan. Meituan's stock price continued to fall during this process, and I continued to increase my position in Meituan. Unfortunately, when the stock price had not reached its lowest point, I had no funds to continue to increase my position. In this regard, I did not adhere to the principle of value investing at a low price, but I am always optimistic about the growth of Meituan. May the economy bottom out and rebound, and Meituan spread its wings and soar.

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