智通财经APP获悉，阿里巴巴-W(09988)午后跌超3%，截至发稿，跌3.46%，报103.3港元，成交额71.12亿港元。
消息面上，7月8日，京东外卖宣布：正式启动“双百计划”，投入超百亿元真金白银扶持更多品类标杆品牌销量破百万。此前7月2日，淘宝闪购官宣将在12个月内直补消费者及商家共500亿元。在大力度优惠的推动下，淘宝闪购日订单量及用户数迅速攀升。7月7日早，淘宝闪购、饿了么联合宣布：日订单数超8000万；非餐饮订单超1300万；淘宝闪购日活跃用户超过2亿。据晚点LatePost报道，阿里试图再造一个全民参与的促销节日 “超级星期 6 ” —— 未来的 100 天里，消费者在每个周六都可以买到超低价甚至免费的奶茶咖啡和快消速食。
高盛此前指，考虑到业务势头强劲，但餐饮外卖、即时零售业务投资增加，该行下调对阿里2026财年至2028财年每股盈利预测4%至13%，同时上调2026财年至2028财年集团收入预测2%至4%，并将阿里美股目标价由159美元降至150美元，将阿里H股目标价由154港元降至146港元。开源证券则表示，短期闪购加大投入利润或承压，看好长期生态协同。
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.