$MEITU(01357)$ is currently in a high-growth phase,revenue is set to surge next year, and profits are likely to accel erate even faster. With a 570 million RMB, 3-year commitment from Alibaba $BABA-W(09988)$ Cloud, the company has strong cost visibility and stability. Even without Alibaba, Meitu’s growth momentum would be hard to slow down. But now with Alibaba onboard, if Meitu delivers solid products, it could trigger real concern among major competitors.

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