自阿里-W(09988.HK) (BABA.US) 电商平台淘宝天猫旗下即时零售业务“小时达”升级为“淘宝闪购”，联合饿了么推出大规模补贴活动，引发“五一”假期期间外卖消费热潮。奈雪的茶(02150.HK) 在淘宝闪购上线24小时内，饿了么订单按年增长超过200%，全国核心城市门店配送运力满负荷运转。
奈雪的茶外卖营运负责人刘创表示，数据印证淘宝闪购“短链爆发+全域流量”模式的独特优势，部分城市门店单日订单量已创历史新高。
内地外卖战场愈演愈烈，竞争白热化。饿了么日前宣布进一步加大平台补贴力度，即日起，开启平台“饿补超百亿”大促。而淘宝闪购首日上线50个城市，后续将推广至全国，双方联手对美团-W(03690.HK) 等竞争对手构成挑战。(ta/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-30 16:25。) (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。)
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