《股市简讯》阿里巴巴涨逾2%,投行预计外卖业务整合将深化业务协同

路透中文
Jun 24, 2025
《股市简讯》<a href="https://laohu8.com/S/BABA">阿里巴巴</a>涨逾2%,投行预计外卖业务整合将深化业务协同

* 中国电商巨头--阿里巴巴9988.HK周二盘中一度涨2.2%,投行料饿了么等业务的整合有利其获得流量,并深化业务协同。

* 阿里巴巴首席执行官吴泳铭周一通过全员邮件表示,即日起,饿了么、飞猪并入阿里中国电商事业群;饿了么、飞猪继续保持公司化管理模式,业务决策执行上与中国电商事业群集中目标、统一作战。

* 投行花旗报告指出,饿了么在即时零售业务--淘宝闪购内的日订单已超过6,000万,这应该加强了阿里在本地生活业务加强促销补贴的信心。新一轮的整合有利饿了么、淘宝闪购获取更多资本、流量扶持和协同效应。

* 不过花旗也指出,中国主流电商平台间将开展新一轮竞争,这可能会导致更高的开支和利润率压力。维持对阿里巴巴的“买入”评级,目标标165港元/股。(完)

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(发稿 林宇涵;审校 杨淑祯)

((yuhan.lin@thomsonreuters.com;))

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