近段时间,外卖市场竞争话题持续升温,就连昨日官媒也对此发声:“从表象上看,这是平台之间供应链管理能力、技术与运营能力的较量,实质却是变相的价格战。”由此可见,外卖及电商巨头们既然纷纷加码布局,必将少不了真金白银的持续投入。而由此引发的业绩波动,同样值得我们密切关注。今天的文章,我们就一起来看看外资机构对于阿里巴巴的业绩预测与相关看法。以下为主要内容:摩根士丹利7月9日最新研报中,提及对于阿里的业绩...
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