壹评级:全国服务业大会召开,阿里、美团迎量价齐升机遇

第一财经
Apr 15

近日,全国服务业大会提出“促进生活性服务业高品质、便利化发展”。第一财经“壹评级”认为,此举释放出明确的政策利好信号,为中国服务业“扩能提质”明确了方向和路径,阿里、美团等本地生活平台将迎来“量价齐升”的新契机。   “壹评级”分析,美团和阿里作为国内生活服务业最大的数字化基础设施,将直接受益于餐饮、旅游等线下场景的扩容复苏。这些线下消费增量将直接向线上传导,切实拉升平台的GMV(商品交易总额)与...

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