花旗发表报告指,今年的618购物节平淡收官,反映宏观环境持续偏软,以及消费者谨慎、选择性消费的心态。由于阿里-W(09988.HK) 今年大幅缩减对即时零售投入,整个行业缺乏激进的补贴竞争,也进一步导致今年618活动较为冷清。阿里转向品牌广告与代言策略,而京东-SW(09618.HK) 则凭借服务业务增长,实现了交易用户数的新高。复旦大学大数据实验室估计,2026年618期间全网线上GMV按年增长...
Source Link花旗发表报告指,今年的618购物节平淡收官,反映宏观环境持续偏软,以及消费者谨慎、选择性消费的心态。由于阿里-W(09988.HK) 今年大幅缩减对即时零售投入,整个行业缺乏激进的补贴竞争,也进一步导致今年618活动较为冷清。阿里转向品牌广告与代言策略,而京东-SW(09618.HK) 则凭借服务业务增长,实现了交易用户数的新高。复旦大学大数据实验室估计,2026年618期间全网线上GMV按年增长...
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