终局之战:外卖三国杀后,电商终究阿里“坐庄”?

海豚投研
Sep 03

2025年夏天,阿里迎来了一场宝贵的胜利,无论业绩数据,还是股价表现,都证明了这一点。但是这场京东引战、美团应战、阿里满血回归的熟人局近场电商大战,似乎又不仅仅为阿里交付一场胜仗那么简单。在重塑外卖格局背后,可能也为整个电商市场格局变化的埋下了伏笔。来,详细看一下这轮“火力十足”的电商战,到底谁是陪跑的、谁是吆喝的、谁是受伤的、谁是收割的?一外卖战局:各个壕掷百亿,现在谁赢谁输?1、股价比言语更...

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