建议密切关注即时零售的投入对阿里巴巴-W(09988)和京东集团-SW(09618)核心主业的拉动作用,以及监管后续的管理与监督措施。智通财经APP获悉,广发证券发布研报称,竞争的对抗结果在短期内取决于基础设施(包括补贴力度、骑手网络、前置仓或接入商家规模等),中期取决于技术优势(算法调度系统带来的单均履约成本下降、供应链智能化带来的配送效率提升),长期则取决于各家生态融合情况(例如用户心智的建立...
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