《大行》瑞银:内地即时零售竞争迅速升温 料京东(09618.HK)美团(03690.HK)阿里(09988.HK)股价短期受压

阿斯达克财经
Jul 09, 2025

瑞银发表研究报告指,内地互联网行业即时零售竞争正迅速升温,各大平台补贴持续升级,阿里(09988.HK) 旗下淘宝闪购宣布在未来12个月投入500亿元人民币,京东(09618.HK) 旗下京东外卖亦额外投入100亿元人民币以支持优质商家。美团(03690.HK) 旗下美团优选则收缩亏损地区布局,以聚焦核心业务发展。该行预期,今年中国即时零售(撇除外卖)潜在市场规模可达到7,600亿元人民币,按年...

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