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阿里巴巴-W
115.700
-1.400
-1.20%
手动刷新
成交量：
9,769.86万
成交额：
113.34亿
市值：
2.21万亿
市盈率：
15.42
高：
118.000
开：
116.000
低：
114.300
收：
117.100
数据加载中...
总览
公司
新闻
公告
东北高温空调成交大涨，天猫“南空北调”集结10万台空调、3000名师傅北上
上游新闻
·
07-17
黄仁勋链博会上点名MiniMax！国产AI新贵估值超40亿美元 A股上市在即？
海闻社
·
07-17
【券商聚焦】东方证券维持阿里巴巴(09988)“买入”评级 料淘天集团FY26Q1表现稳健
金吾财讯
·
07-17
隐私保护组织投诉阿里巴巴、TikTok、微信
路透中文
·
07-17
凯德集团(中国)与阿里云签署合作备忘录 开启线上线下全业务生态合作新阶段
格隆汇
·
07-17
【特约大V】邓声兴：投资气氛浓厚，港股反复造好
金吾财讯
·
07-17
焦点板块及个股 | 医药行业；科技行业；高盛；软银集团
中信证券财富管...
·
07-17
美团王莆中谈淘宝闪购500亿补贴：没有花8个亿，实际投入远比阿里少
新浪科技
·
07-16
马云亲自“督战”，阿里为什么不能输？
钛媒体APP
·
07-16
阿里巴巴-W(09988)7月15日耗资约998.81万美元回购69.04万股
智通财经
·
07-16
跟踪 |【摩根士丹利】TMT2025年第2季度业绩前瞻【英译】
思维纪要社
·
07-16
每日卖空追踪 | 阿里巴巴-WR 07月16日卖空量成交3800股，卖空比例为2.35%
市场透视
·
07-16
阿里巴巴-W07月16日获主力加仓2.4亿元
市场透视
·
07-16
原CEO叶军离职！陈航回归90天带领钉钉再创业，发力AI迎战飞书
时代周报
·
07-16
港股期权｜半日成交破53万张！阿里120港元认购放量；快手、百度看涨盘放量活跃
老虎资讯综合
·
07-16
外卖大战烽烟起，阿里、京东、美团谁是赢家？
海豚投研
·
07-16
中国人工智能初创公司MiniMax递交香港IPO申请
华尔街洞察
·
07-16
阿里老兵创建 雷军五度加持
杭州网
·
07-16
据报美团(03690.HK)拟定计划 压制阿里淘宝闪购
阿斯达克财经
·
07-16
深夜，中国资产大爆发！英伟达再创新高！
上游财经
·
07-16
更多
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17:35","pubTimestamp":1752744907,"startTime":"0","endTime":"0","summary":"6月以来，东北气温频频突破35，打破历史纪录。往年可有可无的空调，突然成了东北人的“救命神器”。7月以来，天猫联合海尔、美的、格力、TCL、奥克斯、海信、华凌等品牌启动“南空北调”，从全国各地紧急调配10万台空调和3000名安装师傅，“驰援”高温炙烤下的东北。天猫数据显示，入夏以来，东北三省空调成交同比大涨418%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507173460022544.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0588546209.SGD","LU0516423091.SGD","ALBmain","IE0032431581.USD","IE00B0169N27.USD","LU0127658192.USD","BK4534","LU0315178854.USD","LU0140636845.USD","LU0455707207.USD","LU0868486357.SGD","LU1044874839.SGD","LU1316542783.SGD","SG9999002562.SGD","LU1048596156.SGD","89988","LU0051755006.USD","LU0823039010.USD","LU0320764599.SGD","09988","LU1770034418.SGD","BABA","BK4585","BK1142","LU0327786744.USD","LU1769817096.USD","LU1807302812.USD","LU0828237510.HKD","LU0865486749.SGD","BK4575","LU1961090484.USD","LU0463099449.HKD","LU0165289439.USD","LU0449515922.USD","LU0823040885.USD","LU0828237940.HKD","LU1152091754.HKD","HBBD.SI","IE00B543WZ88.USD","LU0648000940.SGD","LU0314109678.HKD","LU0359201612.USD","LU0231483743.USD","LU2045819591.USD","LU0823426480.USD","BK1584","LU1794554557.SGD","SG9999004220.SGD","LU1251922891.USD","LU1044876610.USD"],"gpt_icon":1},{"id":"2552294485","title":"黄仁勋链博会上点名MiniMax！国产AI新贵估值超40亿美元 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料淘天集团FY26Q1表现稳健","url":"https://stock-news.laohu8.com/highlight/detail?id=2552105625","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552105625?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 14:28","pubTimestamp":1752733694,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方证券发布阿里巴巴 FY26Q1前瞻点评，指淘天分部GMV&CMR维持上季度良好趋势，整体表现稳健；云环比加速上调预期；年内集团利润因闪购投入增加明显下滑，且近期新增的500亿补贴表明公司长期投入决心，补贴战持续性增强导致公司今明两年利润均承压。若不考虑闪购亏损，预计本季度淘天EBITA仍将实现个位数正增长。该机构预期FY26Q1云智能集团实现收入323.9亿元，经调整EBITA 26.6亿元，EBITA margin为8.2%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962446","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ALBmain","09988","600958","03958"],"gpt_icon":1},{"id":"2552108877","title":"隐私保护组织投诉阿里巴巴、TikTok、微信","url":"https://stock-news.laohu8.com/highlight/detail?id=2552108877","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552108877?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 13:00","pubTimestamp":1752728406,"startTime":"0","endTime":"0","summary":"路透斯德哥尔摩7月17日 - 奥地利权益组织 noyb 周四对中国的阿里速卖通、TikTok 和微信提出了数据隐私投诉，称它们未能遵守欧盟关于向用户提供完整数据副本的法律。\"noyb的数据保护律师Kleanthi Sardeli说：\"TikTok、阿里速卖通和微信喜欢尽可能多地收集你的数据，但却坚决拒绝按照欧盟法律的要求给你完整的访问权限。今年 1 月，noyb 对六家中国公司提出投诉 ，要求暂停向中国传输数据，并要求处以高达公司全球收入 4% 的罚款。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250717:nL4S3TE0B4:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2168563687.JPY","SGXZ51526630.SGD","LU0354030438.USD","LU0605514214.HKD","LU2326559502.SGD","LU1868837136.USD","LU1813983027.USD","LU1069344957.HKD","LU2404859741.USD","LU1988902786.USD","LU1807302812.USD","LU2362541513.USD","LU0203345920.USD","BK1249","LU0700851271.USD","89988","LU2720916845.USD","LU0342679015.USD","LU0477156953.USD","LU1232071149.USD","LU0163747925.USD","LU1316542783.SGD","IE00B0169N27.USD","IE00BJJMRX11.SGD","LU2125910500.SGD","LU2168564149.EUR","LU2361044865.SGD","LU1720050803.USD","ALBmain","LU0215105999.USD","LU0588545730.USD","MACW.SI","LU0476273544.USD","LU0861579265.USD","SG9999004303.SGD","LU0149721374.USD","LU1328277881.USD","BK4575","LU2265009873.SGD","BABA","LU1267930227.SGD","LU0873338254.USD","HBBD.SI","LU0211328371.USD","LU0868494708.USD","HK0000320264.USD","09988"],"gpt_icon":1},{"id":"2552177496","title":"凯德集团(中国)与阿里云签署合作备忘录 开启线上线下全业务生态合作新阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2552177496","media":"格隆汇","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552177496?lang=zh_cn&edition=fundamental","pubTime":"2025-07-17 10:40","pubTimestamp":1752720031,"startTime":"0","endTime":"0","summary":"2025年7月16日，凯德集团(中国)与阿里云智能集团签署合作备忘录，致力于进一步推动多层次、多业务领域的合作。凯德投资(中国)首席执行官潘子翔、阿里云智能集团首席战略官郑俊芳分别代表双方签署战略合作框架协议。凯德集团与阿里云将共同推动科技创新解决方案在不动产领域的落地应用，并通过持续深化多领域合作，树立数字经济与实体经济优势互补、协同发展的范本","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071711090295459770&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:21","pubTimestamp":1752715313,"startTime":"0","endTime":"0","summary":"投资气氛浓厚，港股反复造好。虽然短期因闪购业务大幅投入导致利润承压，但公司核心电商业务保持稳定，云计算与AI技术的领先地位进一步巩固。长期来看，阿里在近场电商与远场电商的战略协同、以及AI驱动的云服务创新将持续创造价值。当前估值已反映短期投入压力，随着AI商业化加速与闪购规模效应显现，业绩有望逐步改善，建议关注云业务增速及闪购UE改善进度。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/MTBhNmJhMjNhYmJjNDg2MTczNjQ3NDEwNzUzMg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MTBhNmJhMjNhYmJjNDg2MTczNjQ3NDEwNzUzMg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962400","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1142","09988","89888","LU0327786744.USD","LU1981816686.USD","HBBD.SI","LU0642271901.SGD","LU0819121731.USD","LU0329678337.USD","LU0630378692.HKD","IE00BZ08YT58.USD","LU1048484197.HKD","IE00BMPRXR70.SGD","89988","LU0608807946.USD","LU1224444064.USD","LU2097828631.EUR","SG9999006514.SGD","YANG","SG9999001226.SGD","LU0516423174.USD","LU0823397103.USD","LU0577902538.SGD","LU0828237940.HKD","LU1044875133.USD","LU0588545730.USD","LU0048597586.USD","BABA","LU0463099449.HKD","LU0831103253.SGD","LU2125910849.SGD","ALBmain","LU1719994722.HKD","LU1188198961.HKD","LU1051768304.USD","LU2488822045.USD","HSTECH","HSCEI","LU0259732245.USD","LU0762540952.USD","LU1048588211.SGD","LU0165289439.USD","LU1023057109.AUD","LU0594300419.USD","LU0593848301.USD","LU1568876251.USD"],"gpt_icon":1},{"id":"2552172185","title":"焦点板块及个股 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20:40","pubTimestamp":1752669600,"startTime":"0","endTime":"0","summary":"新浪科技讯 7月16日晚间消息，今日，据晚点LatePost报道，美团核心本地商业板块CEO王莆中谈及近日淘宝闪购500亿补贴对美团带来的影响时提到，这肯定是一个非理性的竞争，非理性是说他们觉得打500亿会吓到我们，赌我们跟不起，毕竟电商行业的头部公司利润很多嘛。何况还定了一个激进的目标——希望在单量上超过我们。但他们很快会发现，我们不仅跟得起，而且用了比他们少得多的资源在跟。\n 他提到，“我们没有花8个亿，实际投入远比阿里少。”\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tech/2025-07-16/doc-inffsnhn1015378.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0140636845.USD","LU1242518931.SGD","LU1720051017.SGD","LU0054450605.USD","LU1769817179.HKD","LU0878005551.USD","METmain","BK4504","LU0348805143.USD","IE00BZ08YT58.USD","SG9999006597.SGD","HMTD.SI","BK4534","LU0890818403.SGD","ALBmain","LU1226287529.USD","SG9999002562.SGD","09988","LU1224709979.USD","IE00B29SXG58.USD","LU0918141887.USD","LU0648948544.HKD","BABA","LU0700851271.USD","LU1046421795.USD","LU0642271901.SGD","BK4220","LU1048588211.SGD","IE0034224299.USD","BK1501","89988","LU1048596156.SGD","LU1366334578.USD","LU0672654166.SGD","LU1211504680.USD","MPNGY","LU1568876251.USD","LU0499858438.USD","LU0541502299.USD","LU0488056044.USD","LU0633140560.USD","IE00B031HY20.USD","HBBD.SI","BK1502","LU0130103400.USD","LU1328615791.USD","LU1282651121.HKD","LU0577902538.SGD","BK4607","03690"],"gpt_icon":0},{"id":"2552124201","title":"马云亲自“督战”，阿里为什么不能输？","url":"https://stock-news.laohu8.com/highlight/detail?id=2552124201","media":"钛媒体APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552124201?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 19:41","pubTimestamp":1752666076,"startTime":"0","endTime":"0","summary":"近期，阿里传出前公关一号位王帅以顾问身份回归、协助闪购业务的消息，紧接着马云亲自下场督战，这也放出一个信号：那个熟悉、强调进攻、善于整合资源、敢于投入的阿里似乎正在回归。一直到2024年，淘宝虽在首页灰度测试“小时达”入口，但流量扶持有限，与京东将即时零售定为“三大必赢之战”，美团则投入千亿巩固配送网络相比，彼时的即时零售，仍不算阿里的战略级业务。外卖大战正式进入白热化阶段。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250716194422a44ea9e1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:35","pubTimestamp":1752662150,"startTime":"0","endTime":"0","summary":"智通财经APP讯，阿里巴巴-W(09988)公布，2025年7月15日耗资约998.81万美元回购69.04万股股份。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1318588.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999004220.SGD","BK4585","LU0348735423.USD","HBBD.SI","IE00BMPRXN33.USD","LU0499858602.USD","LU1810669033.SGD","LU1303224171.USD","SG9999002463.SGD","IE00B0169N27.USD","LU0264606111.USD","LU0868486357.SGD","LU1808992512.USD","LU1548497426.USD","HK0000306685.HKD","IE00BFMHRM44.USD","LU0672654166.SGD","LU1115378108.SGD","LU1823568750.SGD","LU1769817179.HKD","LU0143863784.USD","LU0823397285.USD","LU0488056044.USD","LU0531971595.HKD","LU2097828805.USD","ALBmain","09988","LU0890818403.SGD","LU0164865239.USD","LU0516423091.SGD","LU0310800965.SGD","BK1142","LU0287142896.SGD","LU0572940350.SGD","LU0143863198.USD","LU0072462343.USD","BK1591","SG9999002562.SGD","LU0043850808.USD","LU1044874839.SGD","BK1517","LU0163747925.USD","BK4526","LU1568876251.USD","LU0326950275.SGD","89988","SG9999000459.SGD","LU1720051108.HKD","LU0561508036.HKD"],"gpt_icon":0},{"id":"2551128207","title":"跟踪 |【摩根士丹利】TMT2025年第2季度业绩前瞻【英译】","url":"https://stock-news.laohu8.com/highlight/detail?id=2551128207","media":"思维纪要社","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551128207?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 18:13","pubTimestamp":1752660823,"startTime":"0","endTime":"0","summary":"摩根士丹利TMT 网络直播的主要重点是讨论第二季度收益预览。预计BABA 的利润率会扩大，因为有机混合转变而不是成本削减。BABA 的全年收益预期已下调约 20-30%，JD.com，预计第二季度的总收入同比下降约 20%。台积电减少对EUV 技术的投资导致 ASML 陷入令人失望的局面，AUV 出货量低于 ASML 在 2022 年提供的预期情况情景。Show Me 第二季度的出货量预计约为 4250 万台，比第一季度的 4180 万台略有增加，符合公司对环比恢复或增加的指导。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250716200355a6ad7493&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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16:15","pubTimestamp":1752653740,"startTime":"0","endTime":"0","summary":"07月16日, 阿里巴巴-W股价涨0.26%，报收113.80元，成交金额167.0亿元，换手率0.76%，振幅3.70%，量比1.18。阿里巴巴-W今日主力资金净流入2.4亿元，上一交易日主力净流入20.0亿元。|07月16日主力加仓幅度排名||#|股票简称|主力净额占比|#|嘉艺控股|5.11%|#|宜搜科技|2.20%|#|高地股份|1.45%|#|...|...|#354|阿里巴巴-W|0.01%|（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250716170412a44e5234&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:56","pubTimestamp":1752648988,"startTime":"0","endTime":"0","summary":"作者：刘婷7月14日，阿里巴巴集团副总裁、前钉钉CEO叶军（花名“不穷”）的离职消息正式得到确认。叶军在回应媒体时表示：“先休息，放空，放下。”三个月前，无招（陈航）正式回归阿里，接任钉钉CEO一职，叶军则被调回了阿里巴巴集团。回顾过去，陈航曾带领钉钉从一个基础的沟通工具，发展成了国内第一梯队的企业级协作平台。在钉钉从“0到1”的历程中，陈航发挥了“打江山”的作用。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507163458736430.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0072462343.USD","LU0823040885.USD","LU0651946864.USD","09988","LU0348783662.USD","LU1720050803.USD","LU1770036033.HKD","BABA","LU1960683339.HKD","BK1521","LU2488822045.USD","LU0828237510.HKD","BK1588","LU0359202008.SGD","LU1303224171.USD","LU2399975544.HKD","LU1810669033.SGD","LU0531970944.HKD","BK1249","LU0043850808.USD","LU1813983027.USD","LU0979878070.USD","LU1196710864.SGD","LU0541501648.USD","ALBmain","LU0516422440.USD","LU0819121731.USD","89988","BK1610","LU0700851271.USD","LU0254981946.USD","LU0588545730.USD","LU1242518931.SGD","LU2097828557.USD","LU0611395673.USD","HBBD.SI","LU0164872284.USD","LU0106959298.USD","BK1502","LU0449509016.USD","LU0326950275.SGD","LU2097828805.USD","LU0244354667.USD","LU0051755006.USD","LU2357305700.SGD","SG9999001903.USD","LU0128522157.USD","LU0823397103.USD","LU0823413660.USD","LU1051769294.HKD"],"gpt_icon":1},{"id":"1164383733","title":"港股期权｜半日成交破53万张！阿里120港元认购放量；快手、百度看涨盘放量活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=1164383733","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164383733?lang=zh_cn&edition=fundamental","pubTime":"2025-07-16 12:48","pubTimestamp":1752641315,"startTime":"0","endTime":"0","summary":"$快手-W$早盘上涨1.76%，期权方面：半日成交近1.5万张合约，其中于7月18日到期行权价70港元的认购期权成交量居前，成交超1400张合约。$KST.HK 20250718 70.00 CALL$ 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11:50","pubTimestamp":1752637820,"startTime":"0","endTime":"0","summary":"外卖大战初现时，海豚君便指出，美团的逻辑会受到考验——它实际会从强壁垒服务电商变成强竞争壁垒、但弱准入壁垒的生意。而真正将战局推向高潮的是阿里巴巴。国内电商壁垒渐弱，大概率陷入 8 倍 PE 的陷阱，美团的高 PE 能否持续成谜。经过一轮杀 PE，各家估值已大幅回落。当下的外卖大战正拖累餐馆利润，任何反内卷的信号都可能成为股价回升的导火索。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250716115242a6ac7ec5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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