内地媒体《晚点》报道,阿里-W(09988.HK) 今天(4月30日)将淘天旗下即时零售业务淘宝“小时达”升级为淘宝“闪购”,先在50多个城市上线,并将在5月6日覆盖全国。
据了解,淘宝闪购原计划618大促期间上线,五一假期开始仅在部分城市灰度测试,但京东-SW(09618.HK) 和美团-W(03690.HK) 在外卖领域补贴交易、相互舆论战吸引了消费者、商家和骑手的关注度。这种热度之下,营销补贴动作都能获得事半功倍的效果。淘宝闪购内部判断京东的补贴无法长久持续,因此淘宝内部决定提前在五一消费高峰正式入局。
一位淘宝人士评价淘宝闪购此时的入局,认为流水不争先,争的是滔滔不绝,是一场长期竞争。对于京东、美团的竞争,淘宝打算聚焦补贴消费者。(su/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-30 12:25。)
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