尽管盈利端小幅不及预期,但营收大幅超预期成为市场关注焦点。业务催化方面,DoorDash近期获得FAA Part 135认证并成立自营无人机配送部门DoorDash Air,计划秋季启动商业空中配送;同时与Shopify达成直接集成,将即时配送服务拓展至实体零售商户,非餐饮业务版图持续扩张。此外,公司预计全新全球技术平台将于明年上半年全面落地。
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