港股詳情

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阿里巴巴-WR

105.800

+2.6002.52%

成交量：7.81萬

成交額：825.14萬

市值：2.02萬億

市盈率：15.36

高：106.200

開：104.200

低：104.200

收：103.200

資料載入中...

總覽公司新聞公告

7月14日淘寶閃購聯合餓了麼宣佈日訂單量再次突破8000萬創新高（不含自提及0元購）。淘寶閃購日活躍用户數在突破2億基礎

淘寶閃購日訂單量再次突破8000萬創新高

《黑神話》背後的海馬雲，衝刺港股打持久戰

支付寶夥中行在京推出“碰一下”退税服務

阿斯达克财经

三大平臺“外賣大戰”再升級監管“反內卷”構築競爭紅線

外賣補貼大戰猶酣平台、商家、消費者如何共贏？

週末外賣大戰繼續！補貼從“燒錢搶量”轉向精細化運營

大河财立方

十年過去了，為什麼外賣還在大戰？

瘋狂的外賣：平台打法分化部分商家“增收不增利”|調查

阿里巴巴(09988.HK)於紐交所共回購75.59萬股涉資近1,000萬美元

阿斯达克财经

外賣大戰再掀高潮：“免費奶茶”熱搜第一有商家週六爆單10倍騎手凌晨送貨忙

港股回購熱潮持續，金融科技巨頭領銜，AI投入成新看點

外賣戰升級，摩根大通提問：值得嗎？

互聯網周思考：外賣閃購“大戰”利潤承壓

7月11日阿里巴巴在江蘇的首個自建自持園區——南京阿里中心正式開園。阿里巴巴旗下淘天、雲智能、國際數字商業、菜鳥、本地生

阿里集權與分權的底層邏輯

今天您薅羊毛了嗎？免費“0元購”“滿18減18”，新一輪“外賣大戰”又來了，網友：吃撐了

週六外賣“免單”大戰第二輪：茶咖商家“忙不過來”

中国经营报

週六“外賣大戰”繼續！免費喝花茶檸檬水，延續上週“瘋狂星期六”外賣潮

爆了！週末外賣戰又開打！大額券“滿18.8減18.8”，小龍蝦一口價16.18元，0元喝奶茶點到爆單，有茶飲店忙到閉店

每日经济新闻

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07:19","pubTimestamp":1752448740,"startTime":"0","endTime":"0","summary":"阿里巴巴-SW(09988.HK) (BABA.US)  旗下支付宝与中国银行(03988.HK) (601988.SH) 在北京联合推出“支付宝碰一下退税“服务，为全球入境游客提供即买即退即时退税功能，通过支付宝“碰一下”或“扫一下”简化操作，进一步提升消费便利性和入境旅游体验。该服务核心优势在于大幅缩短退税时间，游客无需繁琐手续即可完成退税，有效刺激旅游消费。(ta/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240708161539742_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240708161539742_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1452948&catg=4&source=AAFN","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":"aastocks_highlight","symbols":["BABA","LU0370786039.SGD","LU0819121731.USD","LU1808992512.USD","LU1188198961.HKD","LU0588546209.SGD","LU0029874905.USD","LU1048588211.SGD","LU0823040885.USD","SGXZ90724238.SGD","LU1548497426.USD","LU0181495838.USD","LU0819123356.HKD","SG9999014674.SGD","HK0000306701.USD","SG9999002463.SGD","LU1720050803.USD","HBBD.SI","LU0106959298.USD","LU1323998911.USD","LU1196710864.SGD","LU1282651048.USD","LU1224444064.USD","LU0873338254.USD","LU0651946864.USD","LU0396098781.USD","LU0650527681.SGD","ALBmain","LU0327786744.USD","SG9999001903.USD","09988","LU1366334651.USD","IE0032431581.USD","HK0000320264.USD","LU0196878994.USD","LU0348783662.USD","LU0456827905.SGD","IE00BMPRXN33.USD","LU0648948544.HKD","LU0143863784.USD","LU0231483743.USD","LU1282649810.SGD","LU1720051017.SGD","LU0054237671.USD","LU0287142896.SGD","LU0577902538.SGD","LU0140636845.USD","89988","LU1439103000.SGD","LU0043850808.USD"],"gpt_icon":0},{"id":"2551261629","title":"三大平臺“外賣大戰”再升級 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06:58","pubTimestamp":1752447480,"startTime":"0","endTime":"0","summary":"7月12日，周末“外卖大战”再度掀起，美团、淘宝闪购等平台再次分别发放外卖大额优惠券，网友纷纷晒图称喝到了0元奶茶或咖啡，“外卖大战”相关词条也持续霸榜互联网平台热搜。根据此前各平台披露的数据，在上一轮“外卖大战”中，淘宝闪购日订单数超8000万，美团单日订单突破1.2亿。7月13日凌晨，美团发布了本次“战绩”，截至7月12日23时36分，即时零售日订单量已超过1.5亿。","market":"sg","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/roll/2025-07-14/doc-inffkshx6879141.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":["LU0633140727.USD","LU0029874905.USD","LU1115378108.SGD","IE00B29SXG58.USD","LU0449509016.USD","HBBD.SI","MPNGY","SGXZ90724238.SGD","LU0320764243.SGD","LU0589944569.HKD","LU0359201612.USD","BK4534","BK4588","89988","LU0328353924.USD","LU1226287529.USD","BABA","89618","LU0396098781.USD","LU1235294995.USD","LU0540923850.HKD","IE00BFMHRM44.USD","LU0543330566.HKD","LU2097828557.USD","LU1366334651.USD","HMTD.SI","HK0000320264.USD","LU0531971595.HKD","LU2449936058.SGD","LU0456827905.SGD","03690","LU2125910849.SGD","HK0000306701.USD","LU0708995583.HKD","METmain","LU0501845795.SGD","LU0456842615.SGD","LU0541502299.USD","LU1769817179.HKD","LU1720051108.HKD","BK1589","IE0008368742.USD","IE00B5MMRT66.SGD","ALBmain","09988","LU0890818403.SGD","LU0572944931.SGD","LU0823426308.USD"],"gpt_icon":1},{"id":"2551686925","title":"外賣補貼大戰猶酣 平台、商家、消費者如何共贏？","url":"https://stock-news.laohu8.com/highlight/detail?id=2551686925","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551686925?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 06:20","pubTimestamp":1752445200,"startTime":"0","endTime":"0","summary":"淘宝闪购、美团再次发放外卖大额券，平台订单迎来明显增长。作为本轮外卖补贴大战的“点火者”之一，淘宝闪购在7月2日宣布，将在未来12个月内发放500亿元平台补贴。此前京东外卖在消费者端推出了百亿补贴。商家称“赚得不多”头部平台间的外卖补贴大战如火如荼，这在一定程度上激发了消费热情、拓宽了即时零售边界，但部分商家并未受益。外卖补贴大战也引发业内人士对低价竞争的思考。","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":"https://finance.sina.com.cn/stock/t/2025-07-14/doc-inffkshx6872769.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":["09618","LU0502904849.HKD","03690","LU0165289439.USD","ALBmain","LU1102505929.USD","METmain","SG9999002463.SGD","LU0509642566.USD","IE00B0JY6N72.USD","LU0329678337.USD","BK4548","BABA","LU0054237671.USD","BK4558","LU0672654166.SGD","LU2357305700.SGD","BK4551","LU0011963245.USD","IE00B031HY20.USD","JD","LU2488822045.USD","HMTD.SI","LU0516422952.EUR","BK1521","HK0000306685.HKD","LU1961090484.USD","LU2039709279.SGD","09988","LU0588545904.SGD","HBBD.SI","SG9999000459.SGD","LU0315179316.USD","01488","LU0463099449.HKD","89988","LU0052750758.USD","LU1323998911.USD","LU1734074674.USD","BK4588","LU0737861772.HKD","89618","LU0878005551.USD","LU0898667661.SGD","LU1282649067.USD","MPNGY","LU1880398554.USD","LU0261947096.USD","LU0359202008.SGD","LU0370786039.SGD"],"gpt_icon":0},{"id":"2551942275","title":"週末外賣大戰繼續！補貼從“燒錢搶量”轉向精細化運營","url":"https://stock-news.laohu8.com/highlight/detail?id=2551942275","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551942275?lang=zh_tw&edition=fundamental","pubTime":"2025-07-13 22:47","pubTimestamp":1752418045,"startTime":"0","endTime":"0","summary":"但相较于7月5日的爆单、App闪崩，此次力度较首轮有所回调，平台补贴也从粗暴的“烧钱抢量”逐步转向精细化运营。7月12日开始，美团、淘宝闪购等平台再次分别发放外卖大额券，不少网友在社交平台晒出新一轮的外卖补贴“战绩”，包括低价甚至是免单的咖啡茶饮。接近京东的人士也透露，京东外卖补贴策略现已转向更精细化的模式。京东2025年二季度日订单量突破2500万单，但该季度新业务亏损扩大至13.27亿元。","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=nesSN20250713225627a44802be&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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17:19","pubTimestamp":1752398340,"startTime":"0","endTime":"0","summary":"　　那就让我们开战吧！不论你在美团、饿了么还是百度外卖上，花费不到 20 块钱，就能吃一顿有菜有肉的午餐。　　等下，你该不会以为我说的是上周六发生的外卖大战吧？　　美团在下午做出了反击，他们原本也计划在夏季做补贴活动，遏制京东外卖和淘宝闪购的势头，现在，淘宝闪购的闪电战，让他们提前应战，以前所未有的力度投入补贴。　　最终，整个外卖市场的日订单总量被推向了创纪录的 2 亿单。","market":"sg","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/wm/2025-07-13/doc-inffikpk5258815.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":["LU0143863198.USD","MPNGY","BK1575","BK4565","LU0577902454.USD","LU0463099449.HKD","LU1282649810.SGD","LU1868837565.USD","HMTD.SI","09988","BK4531","ALBmain","BK1608","LU0348814723.USD","09618","IE00B543WZ88.USD","LU0531971595.HKD","89988","LU0449515922.USD","LU0029875118.USD","SG9999001051.SGD","LU2039709279.SGD","LU1720050803.USD","LU0651946864.USD","SG9999001226.SGD","LU0132412106.USD","BK4533","LU0593848301.USD","LU1813983027.USD","LU0543330566.HKD","HBBD.SI","SG9999006514.SGD","LU0541501648.USD","LU1770036033.HKD","LU0588546209.SGD","BABA","IE0008368742.USD","LU0140636845.USD","LU0164865239.USD","LU1251922891.USD","LU0043850808.USD","03690","LU0261947096.USD","BK4527","METmain","JD","LU0072913022.USD","LU1224709979.USD","LU1102505929.USD","LU0918141705.HKD"],"gpt_icon":1},{"id":"2551700943","title":"瘋狂的外賣：平台打法分化 部分商家“增收不增利”|調查","url":"https://stock-news.laohu8.com/highlight/detail?id=2551700943","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551700943?lang=zh_tw&edition=fundamental","pubTime":"2025-07-13 14:43","pubTimestamp":1752388980,"startTime":"0","endTime":"0","summary":"外卖补贴之下，部分商家“增收不增利”虽然外卖平台补贴大战正酣，商家端的真实境遇却喜忧参半。《科创板日报》记者走访发现，除了大型连锁品牌，部分商家的确在补贴活动中陷入“增收不增利”的尴尬局面。美团则延续了其“0元购”的心智战略。其他外卖平台重点补贴茶饮不同，京东强化对正餐、小龙虾等餐食品类的补贴。上述人士表示，京东外卖希望通过爆品策略强化用户心智，比如7月11日新上线","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":"https://finance.sina.com.cn/stock/t/2025-07-13/doc-inffiefp7131712.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":["LU0823041008.USD","BK4558","LU0320764243.SGD","IE00BZ08YS42.EUR","LU0287142896.SGD","LU1188198961.HKD","LU1102505762.USD","89618","LU0328353924.USD","LU0181495838.USD","LU0348735423.USD","LU0345776255.USD","BK1589","LU0314109678.HKD","159982","LU0067412154.USD","LU1105468828.SGD","LU2257852520.SGD","BK1604","LU0499858438.USD","HMTD.SI","03690","LU0543330483.HKD","BK4565","09988","LU2097828557.USD","METmain","MPNGY","LU0456842615.SGD","LU1548497426.USD","BABA","BK1521","HBBD.SI","BK4588","IE0032431581.USD","ALBmain","LU0106252389.USD","LU1515016050.SGD","LU0164872284.USD","BK1142","89988","LU1807302812.USD","BK4502","LU2293587155.HKD","LU0593848301.USD","LU1831875114.USD","IE00BZ08YR35.GBP","LU1051768304.USD"],"gpt_icon":1},{"id":"2551600948","title":"阿里巴巴(09988.HK)於紐交所共回購75.59萬股 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16:25。)AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20231108111224853_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20231108111224853_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1452910/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1588","LU0264606111.USD","LU0143863784.USD","LU0541502299.USD","LU0214875030.USD","LU0516423091.SGD","LU0819121731.USD","IE0003895053.USD","BK1517","LU1242518931.SGD","LU2097828474.EUR","89988","LU0463099449.HKD","LU0589944569.HKD","LU0871576103.HKD","LU0164880469.USD","LU0128522157.USD","LU0577902611.USD","IE00BMPRXN33.USD","09988","LU1481107354.HKD","LU0577902371.SGD","LU0821914370.USD","LU2097828631.EUR","LU2152927971.USD","LU0054450605.USD","LU0823413660.USD","LU0455707207.USD","LU0650527681.SGD","ALBmain","LU0572939691.SGD","BK1608","LU0611395673.USD","LU2449936058.SGD","LU0348805143.USD","LU0890818403.SGD","LU0106959298.USD","LU0648948544.HKD","LU0052750758.USD","SG9999001689.USD","LU0314109678.HKD","LU1251922891.USD","HBBD.SI","LU0561508036.HKD","LU0348825331.USD","LU0293314216.USD","LU1282649141.HKD","LU0823397103.USD","LU1956131251.USD"],"gpt_icon":0},{"id":"2551075910","title":"外賣大戰再掀高潮：“免費奶茶”熱搜第一 有商家週六爆單10倍 騎手凌晨送貨忙","url":"https://stock-news.laohu8.com/highlight/detail?id=2551075910","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551075910?lang=zh_tw&edition=fundamental","pubTime":"2025-07-13 11:17","pubTimestamp":1752376660,"startTime":"0","endTime":"0","summary":"新华财经北京7月13日电（可达）“外卖大战”本周末再掀高潮，“免费奶茶”一度登上微博热搜第一。周六美团率先发动进攻号角，优惠活动在社交平台“刷屏”，单日数据再掀新高，而淘宝闪送和饿了么或将在周日发起反击，反观今年作为鲶鱼搅动外卖市场的京东近期却颇为低调。","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":"http://hk.eastmoney.com/a/202507133455372432.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":["09988","BK1591","BK1604","LU1102505929.USD","LU0072913022.USD","METmain","LU0231483743.USD","LU0348783662.USD","SG9999002562.SGD","LU0651947912.USD","LU0589944569.HKD","LU0149721374.USD","LU1734074674.USD","IE00BMPRXR70.SGD","SG9999014674.SGD","SG9999000459.SGD","HMTD.SI","LU0819121731.USD","LU0196878994.USD","LU0244354667.USD","LU2357305700.SGD","HBBD.SI","LU0572944931.SGD","LU1105468828.SGD","LU0828237940.HKD","LU0359202008.SGD","LU0648000940.SGD","LU0708995583.HKD","03690","LU0052750758.USD","LU0048580855.USD","LU1008478684.HKD","MPNGY","LU0229945570.USD","LU0890818403.SGD","LU1201861165.SGD","LU0531970944.HKD","LU2087589342.USD","ALBmain","LU0043850808.USD","LU0228367735.SGD","89988","BABA","LU0165289439.USD","LU0370786039.SGD","89618","BK4579","LU1152091168.USD"],"gpt_icon":1},{"id":"2551910193","title":"港股回購熱潮持續，金融科技巨頭領銜，AI投入成新看點","url":"https://stock-news.laohu8.com/highlight/detail?id=2551910193","media":"环球网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551910193?lang=zh_tw&edition=fundamental","pubTime":"2025-07-13 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18:38","pubTimestamp":1752316680,"startTime":"0","endTime":"0","summary":"7月12日，美团、饿了么、淘宝闪购、京东等平台再次发放外卖大额券，甚至有网友一大早就晒出“零元购”的瑞幸咖啡：“已经喝上了，早起的鸟儿有虫吃。”7月11日晚，外卖“疯狂星期六”再次上演。淘宝闪购表示，继续发放“超级星期六”188大券包。据7月5日，美团内网公布信息显示，截至当日22时54分，美团即时零售当日订单已经突破了1.2亿单。7月7日，淘宝闪购、饿了么也联合宣布，淘宝闪购日订单数超8000万。","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":"https://finance.sina.com.cn/stock/t/2025-07-12/doc-inffffqf1586058.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":["LU0244354667.USD","LU1328277881.USD","LU0320764599.SGD","LU0043850808.USD","LU0048580855.USD","LU0880133367.SGD","LU0898667661.SGD","89988","LU2097828805.USD","LU0328353924.USD","LU2449936058.SGD","LU0797268264.HKD","IE0032431581.USD","BABA","LU1831875114.USD","ALBmain","LU1023057109.AUD","LU0128522157.USD","BK4534","LU1316542783.SGD","HBBD.SI","BK4527","LU0737861699.HKD","METmain","LU0164865239.USD","BK1608","HK0000320264.USD","SG9999006514.SGD","LU1880398471.USD","LU0828238088.HKD","09618","LU0067412154.USD","LU0264606111.USD","JD","LU0819121731.USD","LU1282649067.USD","MPNGY","LU1115378108.SGD","03690","09988","HMTD.SI","LU0228659784.USD","LU0315178854.USD","LU0608807433.USD","IE00BF5LJ272.USD","LU1224444064.USD","IE00B29SXG58.USD","LU0449515922.USD","IE00B5MMRT66.SGD","LU0348784397.USD"],"gpt_icon":1},{"id":"2550997224","title":"週六外賣“免單”大戰第二輪：茶咖商家“忙不過來”","url":"https://stock-news.laohu8.com/highlight/detail?id=2550997224","media":"中国经营报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550997224?lang=zh_tw&edition=fundamental","pubTime":"2025-07-12 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