7月15日周二下午，阿里巴巴-W（09988.HK）股价出现显著上涨，盘中涨幅达5.09%。截至下午2时07分，该股报110.1港元。
消息面上，据晚点报道，阿里巴巴创始人马云在上周末要求淘宝闪购先提升能力、巩固基础，再向上冲击更高订单量。马云具体要求淘宝闪购"稳定在8000万单"，这一消息被市场解读为阿里巴巴在外卖市场竞争中采取稳健策略，避免过度烧钱。
此外，阿里巴巴在外卖市场的表现也引发投资者关注。据报道，阿里巴巴旗下淘宝闪购与美团的外卖订单量差距正在缩小，双方竞争日益激烈。这种良性竞争可能带动整个行业的创新和发展，进而提升阿里巴巴的市场价值。
值得注意的是，阿里巴巴旗下企业协同办公平台钉钉近期也发生了管理层变动。前总裁叶军离职，创始人陈航重新出任CEO，这一变动被视为阿里巴巴加强AI战略布局的信号。市场普遍认为，这一系列变化反映了阿里巴巴正在积极调整战略，以应对市场竞争和把握AI发展机遇。
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