【花旗：阿里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】金十数据5月2日讯，花旗发表报告表示，在五一黄金周前夕，阿里巴巴(09988.HK)加入即时电商鏖战，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。花旗指出，平台满足了支持消费和提升商家收入的要求，但平台利润和投资者利益恐怕将受到不利影响。如果拼多多(PDD.US)之后也加入战局，局面将更加引人关注。其中最受影响的可能是美团，其次是京东，因为阿里的毛利率更高，而且饿了么对其贡献相对较小。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.