港股詳情

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阿里巴巴-WR

107.700

-1.800-1.64%

成交量：7.52萬

成交額：810.90萬

市值：2.06萬億

市盈率：15.63

高：108.600

開：108.600

低：107.400

收：109.500

資料載入中...

總覽公司新聞公告

中國AI大模型初創公司月之暗面發佈Kimi K2開源模型，試圖奪回市場地位

盒馬的新“座標”

中國即時零售平臺“夏季大戰”進入第二週，美團、淘寶閃購日訂單量再創新高

阿里巴巴申請淘寶閃購點外賣更優惠商標

外賣補貼拉動平臺單量大增淘寶閃購、餓了麼宣佈日訂單量創新高

外賣之戰，“燒”不出未來

探花盒馬不歸隊

未來100天都有“超級星期六”？外賣大戰再升級

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：平臺打法分化部分商家“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

互聯網周思考：外賣閃購“大戰”利潤承壓

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30%，而在二季度之前为高个位数增长。","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/stock/t/2025-07-14/doc-inffmawt6691891.shtml","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":"sina","symbols":["LU0348827113.USD","LU0072913022.USD","LU0823041008.USD","BK4588","HBBD.SI","LU0593848301.USD","LU0648948544.HKD","LU1769817179.HKD","LU2357305700.SGD","LU0106959298.USD","BK4533","IE00BFMHRM44.USD","LU0791590937.USD","BK4587","LU0856984785.SGD","LU0541501648.USD","LU0634319403.HKD","LU0084288322.USD","LU0261950983.USD","LU0327786744.USD","LU0384037296.USD","LU0254981946.USD","LU2476274308.USD","BABA","HK0000320223.HKD","LU0918141887.USD","LU1642822792.SGD","LU1770034418.SGD","LU1282651048.USD","LU2045819591.USD","BK4575","LU1720051108.HKD","LU0149721374.USD","IE00B0169N27.USD","ALBmain","89988","LU1048588211.SGD","IE0003895053.USD","LU0261947096.USD","LU0431992006.USD","LU2399975544.HKD","LU0918141705.HKD","SG9999000459.SGD","LU0164865239.USD","LU1769817096.USD","09988","LU0588545490.SGD","LU1439103000.SGD","LU1046422090.SGD","IE0032431581.USD"],"gpt_icon":1},{"id":"2551856920","title":"外賣之戰，“燒”不出未來","url":"https://stock-news.laohu8.com/highlight/detail?id=2551856920","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551856920?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 10:17","pubTimestamp":1752459471,"startTime":"0","endTime":"0","summary":"甚至可以说，这轮外卖的“补贴之战”中，美团恰好是最不需要订单量以自证的一家。从这个角度出发，我们更容易理解“外卖之战”的逻辑：京东切入外卖，本意并不是外卖，而是建起“30分钟达”的履约体系，去争抢更大的即时零售市场。外卖之战，打着打着就变成了两个老对手的“电商之战”：京东有刘强东亲自送外卖，阿里也有马云督阵。即时零售这场战役，远未结束。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1752209468044106954","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":"lanjinger_stock","symbols":["BK4526","LU0261947096.USD","IE00BFMHRM44.USD","LU1769817179.HKD","LU1242518931.SGD","LU1794554557.SGD","LU1880383440.USD","BK4587","LU0501845795.SGD","BK4581","LU2039709279.SGD","BK4220","LU2488822045.USD","LU0516422366.SGD","LU0605514214.HKD","89618","09618","ALBmain","89988","HBBD.SI","METmain","LU0593848301.USD","LU0348805143.USD","LU0011963245.USD","JD","SG9999001226.SGD","LU0456827905.SGD","BK1591","LU0821914370.USD","HMTD.SI","LU0231483743.USD","LU0572939691.SGD","BK4554","LU0164865239.USD","LU1152091168.USD","LU1366334651.USD","IE00BPRC5H50.USD","03690","LU0244354667.USD","MPNGY","LU0165289439.USD","LU0214875030.USD","LU0359201885.HKD","BK4502","LU0029874905.USD","BK1589","LU1720050803.USD","LU0417516571.SGD"],"gpt_icon":1},{"id":"2551406927","title":"探花盒馬不歸隊","url":"https://stock-news.laohu8.com/highlight/detail?id=2551406927","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551406927?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 10:01","pubTimestamp":1752458495,"startTime":"0","endTime":"0","summary":"值得注意的是，盒马本属于“超市”类目，但此次被单列呈现，显示出其特殊的战略地位。但据《商业观察家》称，有市场人士透露盒马不愿意。作为刚刚达成两个首次的探花郎，盒马确实有底气说不。显然，盒马至今尚未以官方身份入驻美团。关于盒马和美团的不互通，最早可以追溯到2018年美团外卖上市前夕。向上，第二名的大润发为764亿元，领先盒马不到2%；向下，第四名的永辉为732亿元，盒马和其并未拉开明显差距。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1752216378828287248","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":"lanjinger_stock","symbols":["LU2449936058.SGD","LU1115378108.SGD","LU1439103000.SGD","LU1048588211.SGD","LU1046422090.SGD","LU2242644610.SGD","LU0163747925.USD","LU0862451753.SGD","LU0052756011.USD","BK1521","LU0683595622.HKD","LU0320764243.SGD","LU1044876610.USD","LU0149721374.USD","HMTD.SI","IE00BPRC5H50.USD","IE00BFMHRM44.USD","HBBD.SI","LU0488056044.USD","METmain","LU1105468828.SGD","LU1188198961.HKD","SG9999000459.SGD","ALBmain","89618","LU0455707207.USD","LU1688375341.USD","LU0633140727.USD","LU1366334578.USD","LU0261950983.USD","BABA","LU0384037296.USD","LU1868837722.USD","SG9999001689.USD","09988","BK1619","LU0228659784.USD","LU1051769294.HKD","BK4531","LU0708995153.HKD","LU0608807946.USD","LU1675838814.USD","89988","LU0828238088.HKD","LU1048484197.HKD","BK1502"],"gpt_icon":1},{"id":"2551924828","title":"未來100天都有“超級星期六”？外賣大戰再升級","url":"https://stock-news.laohu8.com/highlight/detail?id=2551924828","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551924828?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 09:01","pubTimestamp":1752454860,"startTime":"0","endTime":"0","summary":"　　周末新一轮的“外卖大战”再次上演。　　淘宝闪购和美团外卖两大话题词再度冲上微博热搜。　　有消息称，阿里计划在未来100天里每个周六“都可以买到超低价甚至免费的奶茶咖啡和快消速食”。　　上周六，美团宣布单日零售订单达到1.2亿单，其中餐饮订单则超过1亿单。这也意味着，在2小时的时间内，美团产生超过2000万笔订单。","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/hyyj/2025-07-14/doc-inffkwqx4793357.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":["LU0651947912.USD","LU0828238088.HKD","LU1880383440.USD","09988","LU0130103400.USD","LU0823413660.USD","LU0106959298.USD","HBBD.SI","LU1044874839.SGD","LU0873338254.USD","BK1501","LU1366334651.USD","LU2097828474.EUR","SGXZ90724238.SGD","LU0231483743.USD","SG9999006514.SGD","LU0348783662.USD","89988","LU0261950983.USD","LU1439103000.SGD","LU1481107354.HKD","LU0011963245.USD","HK0000306701.USD","LU1328615791.USD","BK4504","LU0543330483.HKD","LU0048597586.USD","LU0084288322.USD","BABA","LU0831103253.SGD","LU0918141887.USD","LU1961090484.USD","ALBmain","LU1720051108.HKD","LU1251922891.USD","IE00B5MMRT66.SGD","LU0856984785.SGD","IE00B0JY6N72.USD","LU1719994722.HKD","LU1823568750.SGD","LU0791590937.USD","LU0359201885.HKD","HMTD.SI","LU1993786604.SGD","LU1008478684.HKD","MPNGY","METmain","LU0577902371.SGD","03690","LU1242518931.SGD"],"gpt_icon":1},{"id":"2551921326","title":"淘寶閃購日訂單量再次突破8000萬創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2551921326","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551921326?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 08:43","pubTimestamp":1752453788,"startTime":"0","endTime":"0","summary":"【淘宝闪购日订单量再次突破8000万创新高】7月14日，淘宝闪购联合饿了么宣布，日订单量再次突破8000万创新高（不含自提及0元购）。淘宝闪购日活跃用户数在突破2亿基础上，本周又环比净增15%。据介绍，在非餐方面，1205个品类订单量环比增速超过100%；3074个商家、超26万门店订单量环比增长超100%。自淘宝闪购上线以来，新注册商家超过24万。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://hk.eastmoney.com/a/202507143455536976.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://hk.eastmoney.com/a/202507143455536976.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_eastmoney","symbols":["SG9999000327.SGD","HK0000306685.HKD","LU0231483743.USD","LU0329678170.USD","LU0029875118.USD","BK4607","BK4587","HK0000320264.USD","LU1196710864.SGD","LU0164865239.USD","09988","LU0541502299.USD","BABA","LU0868486357.SGD","LU1242518931.SGD","IE0034224299.USD","BK1608","LU0043850808.USD","LU0054450605.USD","LU0039217434.USD","LU2045819591.USD","BK4579","LU1282649141.HKD","HBBD.SI","LU0797268264.HKD","89988","BK4581","LU0516422440.USD","IE00BMPRXN33.USD","LU0502904849.HKD","LU1211504680.USD","LU0823426308.USD","BK4565","LU0648000940.SGD","BK4588","ALBmain","LU2039709279.SGD","SG9999001903.USD","SG9999006514.SGD","LU0293314216.USD","LU1813983027.USD","LU0143863198.USD","LU1044876610.USD","LU0823397285.USD","LU2778985437.USD","BK1501","BK4554","LU1152091754.HKD","LU1769817179.HKD","LU0329678337.USD"],"gpt_icon":0},{"id":"2551260129","title":"《黑神話》背後的海馬雲，衝刺港股打持久戰","url":"https://stock-news.laohu8.com/highlight/detail?id=2551260129","media":"斑马消费","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551260129?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 07:55","pubTimestamp":1752450900,"startTime":"0","endTime":"0","summary":"无论你是在《黑神话：悟空》中大战三百回合，还是在《原神》中自由翱翔，都应该感谢这家在游戏行业默默耕耘的GPUaaS企业，海马云。7月11日，安徽海马云科技股份有限公司递交IPO招股书，冲击港股主板上市。截至目前，海马云的月活跃用户超过2600万，承载超过28000款游戏产品。最早吃螃蟹的海马云，进入发展的快车道。所以，在十轮融资后，海马云仍然迫切地需要港股IPO。","market":"us","thumbnail":"http://imgcloud.jrjimg.cn/2025/07/weixin/one_20250714075520970.png","type":0,"news_type":0,"thumbnails":["http://imgcloud.jrjimg.cn/2025/07/weixin/one_20250714075520970.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2025/07/14075551664513.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":"jinrongjie_stock","symbols":["LU0348783233.USD","LU0862451753.SGD","LU1993786604.SGD","LU0029874905.USD","HBBD.SI","LU0231483743.USD","SG9999000327.SGD","LU1267930227.SGD","HK0000320223.HKD","LU2125910849.SGD","HSTECH","LU0819121731.USD","LU0130103400.USD","IE00B5MMRT66.SGD","LU0345775950.USD","LU1048588211.SGD","LU1868838027.USD","LU0127658192.USD","LU0516423174.USD","LU0348735423.USD","LU0708995583.HKD","IE0034224299.USD","LU0140636845.USD","LU0165289439.USD","LU1642822792.SGD","LU0608807946.USD","HSCEI","LU0348784397.USD","LU0499858602.USD","LU0823041008.USD","LU0572940350.SGD","LU1328277881.USD","LU1044876610.USD","BK4588","LU0173614495.USD","LU0164865239.USD","LU0228367735.SGD","LU0588545490.SGD","BK4548","BK4534","LU2449936058.SGD","YANG","ALBmain","LU1981816686.USD","LU2778985437.USD","LU2357305700.SGD","89988"],"gpt_icon":1},{"id":"2551218839","title":"支付寶夥中行在京推出“碰一下”退税服務","url":"https://stock-news.laohu8.com/highlight/detail?id=2551218839","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551218839?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 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":["LU1224444064.USD","LU0588546209.SGD","SG9999014674.SGD","LU0043850808.USD","LU0819123356.HKD","HBBD.SI","LU0370786039.SGD","IE00BMPRXN33.USD","LU1282651048.USD","LU0029874905.USD","LU0650527681.SGD","LU0819121731.USD","BABA","LU1196710864.SGD","LU1323998911.USD","LU0287142896.SGD","LU1282649810.SGD","LU0327786744.USD","LU0577902538.SGD","LU1720051017.SGD","LU0054237671.USD","LU0456827905.SGD","LU1808992512.USD","LU0143863784.USD","LU1720050803.USD","LU1048588211.SGD","LU0181495838.USD","HK0000320264.USD","LU1439103000.SGD","LU0873338254.USD","LU0106959298.USD","89988","LU0823040885.USD","SG9999001903.USD","LU0651946864.USD","LU1366334651.USD","LU1548497426.USD","LU0348783662.USD","SGXZ90724238.SGD","IE0032431581.USD","LU0648948544.HKD","LU0231483743.USD","LU1188198961.HKD","HK0000306701.USD","SG9999002463.SGD","LU0396098781.USD","LU0140636845.USD","09988","ALBmain","LU0196878994.USD"],"gpt_icon":0},{"id":"2551261629","title":"三大平臺“外賣大戰”再升級 監管“反內卷”構築競爭紅線","url":"https://stock-news.laohu8.com/highlight/detail?id=2551261629","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551261629?lang=zh_tw&edition=fundamental","pubTime":"2025-07-14 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":["LU1366334651.USD","METmain","HMTD.SI","BK4534","HK0000306701.USD","IE00B29SXG58.USD","LU1226287529.USD","LU1720051108.HKD","LU1769817179.HKD","LU2097828557.USD","MPNGY","89618","BABA","LU2125910849.SGD","03690","LU0633140727.USD","LU0541502299.USD","BK4588","BK1589","LU0320764243.SGD","LU0328353924.USD","LU1235294995.USD","LU0890818403.SGD","IE00BFMHRM44.USD","09988","LU0531971595.HKD","SGXZ90724238.SGD","LU0543330566.HKD","LU0708995583.HKD","HK0000320264.USD","IE0008368742.USD","89988","LU0359201612.USD","LU0572944931.SGD","LU0823426308.USD","LU2449936058.SGD","IE00B5MMRT66.SGD","LU0501845795.SGD","LU1115378108.SGD","LU0456842615.SGD","LU0029874905.USD","LU0540923850.HKD","LU0456827905.SGD","LU0589944569.HKD","ALBmain","LU0449509016.USD","HBBD.SI","LU0396098781.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":"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/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":["LU1102505929.USD","89618","METmain","SG9999000459.SGD","LU0370786039.SGD","ALBmain","HMTD.SI","LU0737861772.HKD","03690","01488","LU0672654166.SGD","LU1961090484.USD","LU1323998911.USD","89988","HBBD.SI","LU2039709279.SGD","LU0463099449.HKD","LU0359202008.SGD","09988","LU0878005551.USD","BABA","LU0011963245.USD","LU0261947096.USD","09618","LU0054237671.USD","LU0165289439.USD","LU0315179316.USD","LU2357305700.SGD","IE00B031HY20.USD","LU0516422952.EUR","LU1880398554.USD","LU0898667661.SGD","LU0502904849.HKD","LU2488822045.USD","LU1734074674.USD","BK4588","JD","LU0588545904.SGD","MPNGY","LU0509642566.USD","BK4558","LU0052750758.USD","BK4548","BK1521","HK0000306685.HKD","IE00B0JY6N72.USD","LU0329678337.USD","BK4551","LU1282649067.USD","SG9999002463.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":"fut","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":["LU0543330566.HKD","SG9999001226.SGD","BK4533","HBBD.SI","BK1608","IE0008368742.USD","LU0261947096.USD","LU0588546209.SGD","LU0918141705.HKD","LU0577902454.USD","LU1282649810.SGD","LU0463099449.HKD","JD","LU1102505929.USD","LU0531971595.HKD","LU2039709279.SGD","LU1770036033.HKD","LU0043850808.USD","SG9999001051.SGD","LU0449515922.USD","LU0140636845.USD","BK4527","LU0651946864.USD","BK1575","LU0348814723.USD","LU1813983027.USD","LU0593848301.USD","89988","LU0072913022.USD","BABA","LU0541501648.USD","LU1224709979.USD","HMTD.SI","IE00B543WZ88.USD","LU1868837565.USD","METmain","ALBmain","MPNGY","LU0164865239.USD","LU0132412106.USD","SG9999006514.SGD","03690","BK4565","09988","BK4531","09618","LU0029875118.USD","LU1720050803.USD","LU0143863198.USD","LU1251922891.USD"],"gpt_icon":1},{"id":"2551700943","title":"瘋狂的外賣：平臺打法分化 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":"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/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":["LU1831875114.USD","LU1515016050.SGD","LU0499858438.USD","LU0181495838.USD","LU2293587155.HKD","IE00BZ08YR35.GBP","159982","LU1188198961.HKD","LU0543330483.HKD","ALBmain","HMTD.SI","IE0032431581.USD","IE00BZ08YS42.EUR","LU0456842615.SGD","89618","LU1105468828.SGD","LU1807302812.USD","89988","LU0320764243.SGD","09988","BABA","LU0067412154.USD","BK1142","LU1102505762.USD","LU1051768304.USD","LU0823041008.USD","LU0106252389.USD","LU0287142896.SGD","LU2257852520.SGD","03690","BK4558","METmain","BK4502","LU2097828557.USD","LU0345776255.USD","BK1521","LU1548497426.USD","BK4565","HBBD.SI","MPNGY","LU0164872284.USD","LU0328353924.USD","BK4588","BK1604","LU0314109678.HKD","LU0593848301.USD","BK1589","LU0348735423.USD"],"gpt_icon":1},{"id":"2551600948","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2551600948","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2551600948?lang=zh_tw&edition=fundamental","pubTime":"2025-07-13 12:29","pubTimestamp":1752380940,"startTime":"0","endTime":"0","summary":"阿里巴巴－Ｗ(09988.HK) 报表披露，7月10日，于纽约证券交易所合共回购75.59万股，每股作价介乎13.05-13.34美元，涉资约999.7万美元。自普通决议案通过(2024年8月22日)至今，公司累计购回约3.45亿股，占股本1.84%。(de/d)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 16:25。)AASTOCKS新闻","market":"fut","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":["LU0589944569.HKD","LU0054450605.USD","IE00BMPRXN33.USD","LU2152927971.USD","LU0106959298.USD","LU0871576103.HKD","LU2097828631.EUR","IE0003895053.USD","LU0293314216.USD","LU0572939691.SGD","LU0819121731.USD","LU0541502299.USD","LU0164880469.USD","LU1251922891.USD","LU2449936058.SGD","LU0823413660.USD","LU0650527681.SGD","BK1517","HBBD.SI","LU0890818403.SGD","LU0348805143.USD","LU0348825331.USD","LU1956131251.USD","LU0463099449.HKD","SG9999001689.USD","BK1608","LU0455707207.USD","LU0823397103.USD","LU1481107354.HKD","09988","LU0577902611.USD","LU0611395673.USD","ALBmain","LU2097828474.EUR","BK1588","LU0648948544.HKD","LU0214875030.USD","LU0264606111.USD","LU1242518931.SGD","LU0314109678.HKD","LU0561508036.HKD","LU0821914370.USD","89988","LU0052750758.USD","LU1282649141.HKD","LU0128522157.USD","LU0143863784.USD","LU0516423091.SGD","LU0577902371.SGD"],"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":"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://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":["BK1604","LU1152091168.USD","IE00BMPRXR70.SGD","METmain","LU0048580855.USD","LU1102505929.USD","BK1591","LU0651947912.USD","SG9999000459.SGD","89618","HMTD.SI","LU0370786039.SGD","LU0708995583.HKD","LU0890818403.SGD","ALBmain","LU0819121731.USD","LU0348783662.USD","LU0589944569.HKD","LU0043850808.USD","LU2087589342.USD","09988","LU0828237940.HKD","LU1105468828.SGD","SG9999002562.SGD","LU0228367735.SGD","LU1201861165.SGD","BABA","LU2357305700.SGD","LU0572944931.SGD","LU0359202008.SGD","LU0052750758.USD","LU0149721374.USD","LU0648000940.SGD","89988","LU0531970944.HKD","MPNGY","BK4579","LU0196878994.USD","LU0229945570.USD","LU0244354667.USD","LU1734074674.USD","SG9999014674.SGD","LU1008478684.HKD","HBBD.SI","LU0072913022.USD","LU0231483743.USD","03690","LU0165289439.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 11:10","pubTimestamp":1752376215,"startTime":"0","endTime":"0","summary":"在本次回购浪潮中，金融与互联网科技巨头成为绝对主力。与以往相比，今年科技巨头的一个显著特点是在大力回购的同时，也同步大幅增加对人工智能领域的资本投入，形成“双轮驱动”策略。港股回购市场热度不减，参与主体更加多元化，但金融与科技巨头的引领作用依然突出。值得关注的是，头部科技公司在通过回购回馈股东、传递信心的同时，正以前所未有的力度押注AI未来，这为港股市场增添了新的增长变量和投资看点。","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=nesSN20250713111108a4474f48&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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