作者|郭海惟邮箱|guohaiwei@pingwest.com在周五晚的财报电话会上,JP Morgan这样问蒋凡:“这并不是阿里第一次主动进攻市场,2018年收购饿了么后,过去两三年投入了大量精力和资源,但市场份额提升并未如预期实现。我曾问过DeepSeek,为什么饿了么仍未超过美团,它回答说‘富养的儿子打不过穷养的创业狼’……在这一轮大规模进攻外卖市场时,管理层将采取哪些不同的战略或思路,以...
Source Link作者|郭海惟邮箱|guohaiwei@pingwest.com在周五晚的财报电话会上,JP Morgan这样问蒋凡:“这并不是阿里第一次主动进攻市场,2018年收购饿了么后,过去两三年投入了大量精力和资源,但市场份额提升并未如预期实现。我曾问过DeepSeek,为什么饿了么仍未超过美团,它回答说‘富养的儿子打不过穷养的创业狼’……在这一轮大规模进攻外卖市场时,管理层将采取哪些不同的战略或思路,以...
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