阿里的对手,不再是美团?

科技头条
Nov 30, 2025

撰文:阿科 / 设计:江江 / 审核:财哥*本文为“科技头条”原创内容最近,阿里又有大动作了。从11月25日的2025年第三季度业绩报可见,阿里这头大象,又要改变作战方向——收缩外卖投入,发力AI故事。只是,随着其重心的转向,对手将不再是美团,而是凭借豆包稳居国内AI toC市场头部的字节跳动。“01阿里的财报总体来看,2025年第三季度,阿里总营收2477.95亿元,同比增长5%;在不考虑剥离...

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