交通运输行业周报:即时零售竞争全面升维 三方即配平台价值凸显

长江证券
Feb 09

本周,电商巨头在即时零售赛道动作频频,行业竞争全面升维,从单纯的补贴战升级到抢夺流量入口、比拼履约能力的全面竞争。一方面,淘宝千问开启“春节30 亿免单”活动,奶茶订单量大幅增长;同时,可以用免单卡在千问内购买盒马的居家日用、水果生鲜等产品。千问通过“自然语言交互+智能推荐”降低用户决策成本,有望创造增量需求,同时实时产生的数据可以反哺大模型,持续优化AI 决策能力和提升履约效果。另一方面,美团以...

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