高德升級為線下超級入口，到家到店雙線出擊

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09/10

炒股就看金麒麟分析師研報，權威，專業，及時，全面，助您挖掘潛力主題機會！（來源：21世紀經濟報道）文/易佳穎9月10日，阿里旗下國民級應用高德發佈掃街榜，以此爲標誌，高德正式升級爲阿里巴巴線下生活服務的超級入口。線上即時零售、線下到店兩大戰場雙線出擊，已經火熱的生活服務戰局再添新變局。高德掃街榜高調宣佈“永不商業化”，是一份刷不了的榜單，針對行業痛點和用戶需求，希望營造 “良幣驅逐劣幣”的消費環境...

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“良幣驅逐劣幣”的消費環境。但更大的想象力顯然不止於此。除了在AI領域高歌猛進，阿里巴巴也正在消費戰場全力出擊。一場是到家之戰，以淘寶為線上超級入口，以即時零售為切入點，正在快速攻城略地，顯著獲得市場份額；另一場就是線下超級入口高德領銜的到店之戰，掃街榜剛剛點燃了狼煙。一場從線上線下雙線合圍的全面戰爭正在打響。這場由“掃街榜”切入的到店戰爭，更具全局意義。5月，阿里巴巴整合旗下淘天、餓了麼、飛豬，組成中國電商集團，並上線淘寶閃購業務，殺入即時零售賽道。在高強度投入和集團軍作戰之下，快速收穫階段成效。阿里巴巴二季度財報顯示，8月整體即時零售月度活躍買家數達3億，週日均訂單8000萬，峯值訂單1.2億，即時零售帶動淘寶app的月度活躍消費者同比增長25%，中國電商集團的月度活躍消費者和日訂單量持續創新高。第三方數據公司QuestMobile的數據則顯示，今年7月，淘寶APP的日均活躍用户數（DAU）上升，同比去年7月增長17%，相比其他電商平台的領先優勢加強。到家之戰，以淘寶為線上超級入口；到店之戰，高德則成為線下超級入口。8月29日，阿里在財報電話會上表示，高德有機會通過AI升級，成為未來生活服務的重要新入口，其實已經為市場留下想象空間。高德服務10億用户，日活躍用户超1.7億，是阿里旗下的又一款國民級應用，不只是一個出行服務平台，更是覆蓋衣食住行的全場景生活服務平台。高德地圖覆蓋全國超700萬個餐廳點位，每天在高德上關於生活服務消費的搜索達1.2億次，生活服務的需求巨大。今年8月，全面AI升級後，高德可以通過AI為用户提供一站式生活服務解決方案，從需求感知到精準推薦，從行程規劃到服務履約，生活服務的全鏈路被 AI 徹底打通。在此基礎上，全面入局生活服務戰場，從能力上水到渠成。隨着高德掃街榜發佈，打響了高德高調切入到店領域的戰爭，升級為線下生活服務的超級入口，攜AI能力切入生活服務腹地，有望重塑到店新格局。隨着高德入局，對到家、到店的雙線合圍正式開始。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}