《大行》花旗:阿里(09988.HK)加入“即时电商”鏖战令竞争更白热化 关注拼多多会否加入战局

阿斯达克财经
May 02, 2025

花旗发表报告表示,在五一黄金周前夕,中国电商及即时零售的竞争格局进一步加剧,阿里巴巴-W(09988.HK) 也加入了这场“已经十分激烈”的战斗,通过升级其即时配送服务并加大促销补贴力度,与京东-SW(09618.HK) 和美团-W(03690.HK) 展开竞争。此举时机非常合理,因为大部分中国民众都将在假期出行旅游、购物或聚会。除了不希望落后于京东及美团之外,该行认为阿里的这一举动也可能意在展现...

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