$MEITUAN(03690.HK)I re-established a position in Meituan these two days, using AI to analyze the current portfolio allocation 🤓

• Reasons to hold: Floating loss is only 3%, already near the low point + oversold, no fundamental deterioration in fundamentals. If regulatory benefits materialize or consumption recovers, a quick rebound is likely.

• Risk warning: If it continues to break support (fall below 90), floating losses will expand, and short-term sector pressure is high.

• Specific advice: Hold and observe, set a stop-loss (e.g., reduce position to break even if it falls below 89). Enjoy potential rebound + wait for Q4/2025 full-year earnings report (March).