智通财经APP获悉,摩根士丹利发布研报称,阿里巴巴-W(09988)高德地图业务的革新,或是集团重新推出到店服务的第一步。大摩认为,即时配送领域的竞争有可能延伸至到店服务,据Quest Mobile的数据,经过此次人工智能升级后,高德地图仍是中国最大的导航地图应用,每日活跃用户(DAU)近2亿。大摩认为,这可能是阿里巴巴重新布局到店服务的第一步,未来或推出更多相关服务。
智通财经APP获悉,摩根士丹利发布研报称,阿里巴巴-W(09988)高德地图业务的革新,或是集团重新推出到店服务的第一步。大摩认为,即时配送领域的竞争有可能延伸至到店服务,据Quest Mobile的数据,经过此次人工智能升级后,高德地图仍是中国最大的导航地图应用,每日活跃用户(DAU)近2亿。大摩认为,这可能是阿里巴巴重新布局到店服务的第一步,未来或推出更多相关服务。
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