周观点:大厂加大投入推动即时零售业务爆发,阿里战略明确坚定加大淘宝闪购投入以达市场绝对第一,建议把握第三方即时配送龙头顺丰同城投资机会。回顾2025 年“外卖大战”,单三季度阿里、美团、京东合计投入650 亿元抢占即时零售份额;在各大厂积极据投美入团下研,究院,即时零售市场日均单量从2025 年初1 亿单提升至2025 年7 月2.5 亿单,到2025 年8 月接近3亿单。根据Frost&...
Source Link周观点:大厂加大投入推动即时零售业务爆发,阿里战略明确坚定加大淘宝闪购投入以达市场绝对第一,建议把握第三方即时配送龙头顺丰同城投资机会。回顾2025 年“外卖大战”,单三季度阿里、美团、京东合计投入650 亿元抢占即时零售份额;在各大厂积极据投美入团下研,究院,即时零售市场日均单量从2025 年初1 亿单提升至2025 年7 月2.5 亿单,到2025 年8 月接近3亿单。根据Frost&...
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