标普料阿里(09988.HK)今年EBITDA跌近三分之一 即时零售贡献有望扩大

阿斯达克财经
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评级机构标普全球今早(25日)在国家市监总局官网转载“外卖大战该结束了”评论文章前发文,指阿里-W(09988.HK) 与美团-W(03690.HK) 抢占市场份额代价高昂,预期阿里今年EBITDA将下跌近三分之一,因两间公司持续投放大量资金于即时零售领域以销售推广。该行予阿里“A+”信贷评级,展望“稳定”。标普指,阿里正优先透过补贴获取用户,专注于提升订单价值及购买频次。不过,随着去年夏季价格...

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