阿里,正被抖音、拼多多偷了后院

闻道商业
Nov 27, 2025

数百亿投入外卖,没有带飞阿里电商2025年最精彩的商业叙事,非外卖大战莫属。这场由京东发起、阿里主攻、美团守擂的三方会战,打得热火朝天、硝烟弥漫。财大气粗的阿里巴巴玩起了砸钱游戏,一出手便是数百亿。按照最初构想,阿里本计划3年投入外卖500 亿元。但实际执行结果是,仅仅第二第三两个季度阿里的外卖投入便接近这一数字。重金砸下,水花立现。巨大的市场反响、短期内快速增长的订单,是阿里外卖的主要战果。但...

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