人民财讯10月27日电,中信证券研报称,阿里、京东在外卖、即时零售领域的加码投入,本质在强化“快”这一用户心智,目标是打造一站式的消费平台。2025年二季度以来平台总投入持续扩大,预计2025年三季度平台总投入将增至近700亿元。从竞争走向看,半年维度预估各平台的投入重心或逐渐从外卖向即时零售倾斜,但结合微观层面的观察发现,高额补贴对用户行为的扭曲也较重,非可持续的竞争策略,多维度的系统性变量如...
Source Link人民财讯10月27日电,中信证券研报称,阿里、京东在外卖、即时零售领域的加码投入,本质在强化“快”这一用户心智,目标是打造一站式的消费平台。2025年二季度以来平台总投入持续扩大,预计2025年三季度平台总投入将增至近700亿元。从竞争走向看,半年维度预估各平台的投入重心或逐渐从外卖向即时零售倾斜,但结合微观层面的观察发现,高额补贴对用户行为的扭曲也较重,非可持续的竞争策略,多维度的系统性变量如...
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