阿里巴巴港股涨6%、美股夜盘涨3%，多个电商平台将全面取消“仅退款”，电商行业回归良性竞争
智通财经APP获悉，阿里巴巴-W(09988)港股现涨6%，截至发稿，港股涨6%，报116.6港元。 阿里巴巴 美股夜盘涨超3%。
消息面上，据财联社报道，拼多多、淘宝、抖音、快手、京东等多个电商平台将全面取消 “仅退款”，消费者收到货后的退款不退货申请，将由商家自主处理。业内人士表示，未来电商平台全面取消“仅退款”回归良性竞争，意义重大。
申万宏源指出，25年内需提振背景下，看好线上消费持续领跑社零总额增长，渗透率不断提高。头部电商平台专注核心业务发展，竞争格局更加健康，持续投入优化用户体验 +商家生态，平台核心收入有望边际加速，带动盈利能力持续提升。各平台发力 AI、出海两个重要战略方向，其中大模型技术平权时代，云+AI 加速推动互联网产业变革，预计将驱动平台长期增长竞争升维。
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