---
title: "$BABA-W(09988.HK) Has anyone ever considered whether food delivery might be the "key chip" t"
description: "$BABA-W(09988.HK) Has anyone ever considered whether food delivery might be the "key chip" that must be held in the smart robotics industry chain? Because it provides the highest-frequency, mo"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38679707.md"
published_at: "2026-02-12T03:02:37.000Z"
author: "[专业人士](https://longbridge.com/en/profiles/15350778)"
---

# $BABA-W(09988.HK) Has anyone ever considered whether food delivery might be the "key chip" t

$BABA-W(09988.HK) Has anyone ever considered whether food delivery might be the "key chip" that must be held in the smart robotics industry chain? Because it provides the highest-frequency, most complex, and most scalable real-world scenario: order forecasting, route planning, dispatch coordination, last-mile delivery, and user feedback loop—all in one. If food delivery were just "selling boxed meals," Alibaba wouldn't need to engage in such intense long-term competition with Meituan. Alibaba is also capital, and capital isn't stupid. Do you think the vision of a mega-corporation is better, or that of ordinary investors who chase rallies and sell on dips?

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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.