<p><strong>阿里巴巴集团</strong> BABA 报告称，其按需配送交易大幅增长，淘宝即时商业和饿了么平台的日订单总量达到 8000 万。这一信息在阿里巴巴的官方微信账号上发布，南华早报对此进行了报道。</p>
<p>淘宝即时商业于四月底推出，迅速获得了市场关注。在首周便达到了每日 1000 万订单，一个月内达到了 4000 万，随后在夏季促销和补贴的推动下，仅用 12 天便从 6000 万跃升至 8000 万。</p>
<p>该平台的日活跃用户现已超过 2 亿，标志着阿里巴巴在快速扩张的即时配送市场中加大了与 <strong>美团</strong> MPNGFMPNGY 和 <strong>京东</strong> JD 的竞争力度。</p>
<p><strong><em>另请阅读：京东招募数千名全职骑手，中国的外卖战争加剧</em></strong></p>
<p>在持续的竞争中，美团作为食品配送领域的主要参与者，周六报告了每日 120 万笔交易，导致在高需求期间食品和零售订单量激增时出现短暂的服务器过载。美团在国内食品配送市场上稳固保持着 70% 的市场份额。</p>
<p>阿里巴巴在按需配送方面的战略推进进一步体现在其承诺在未来一年内为消费者和商家提供 500 亿元人民币（约合 70 亿美元）的补贴计划。该计划旨在加速超越阿里巴巴传统电商业务的增长。</p>
<p>为了简化运营并增强与美团和京东的竞争优势，阿里巴巴于六月将饿了么和飞猪整合到其核心电商部门。</p>
<p>杰富瑞的分析师告诉南华早报，阿里巴巴现在专注于整合食品配送、即时商业和传统零售，以最大化各个领域之间的协同效应。</p>
<p>阿里巴巴表示，淘宝即时商业的快速扩张使中国不同平台的每日即时配送订单总量从五月的约 1 亿翻倍至 2 亿。</p>
<p>投资者表现出乐观情绪，推动阿里巴巴和其他中国股票在周二上涨，主要是因为市场对即将到来的美国关税截止日期的预期。</p>
<p>根据 CNBC 引用的 Elara 报告，上周中国股票流入达 24 亿美元。这一趋势是更大模式的一部分，过去三周新兴市场基金吸引了超过 60 亿美元的资金，标志着自 2023 年 1 月以来最快的流入速度。</p>
<p><strong>特朗普总统</strong> 最初设定了 7 月 9 日的截止日期，要求各国最终确定贸易协议以避免更高的关税。然而，白宫确认特朗普总统将签署一项行政命令，将这一截止日期推迟至 2025 年 8 月 1 日。这一为期三周的宽限期旨在为贸易谈判提供更多时间，因为政府希望达成有利的贸易协议。</p>
<p><strong>价格动态：</strong> 截至周二最后检查，BABA 股票在盘前交易中上涨 2.40%，至 108.82 美元。</p>
<ul>
<li><strong><em>阿里巴巴的人工智能和云计算举措引发 28% 的股票反弹</em></strong></li>
</ul>
<p><em>照片由 Robert Way 通过 Shutterstock 提供</em></p>

阿里巴巴-W

阿里巴巴

2 倍做多阿里巴巴 ETF - KraneShares

BABO

2 倍做多 BABA ETF - GraniteShares

<p>阿里巴巴集团报告了按需配送交易的显著增长，淘宝即时商业和饿了么的每日订单达到 8000 万。此增长归因于夏季促销和 70 亿美元的补贴计划。阿里巴巴旨在与美团和京东在即时配送市场竞争，整合其服务以提高效率。与此同时，包括阿里巴巴在内的中国股票在美国关税截止日期延迟前，投资者的乐观情绪有所上升，BABA 股票在盘前上涨 2.40%，至 108.82 美元</p>

<p><strong>Alibaba Group Holding</strong> BABA reported a sharp rise in on-demand delivery transactions, with combined daily orders on its platforms, Taobao Instant Commerce and Ele.me, reaching 80 million. This information was shared in a Monday post on Alibaba’s official WeChat account, as reported by the South China Morning Post.</p>
<div class="lb-trans"><p><strong>阿里巴巴集团</strong> BABA 报告称，其按需配送交易大幅增长，淘宝即时商业和饿了么平台的日订单总量达到 8000 万。这一信息在阿里巴巴的官方微信账号上发布，南华早报对此进行了报道。</p>
</div><p>Taobao Instant Commerce, launched in late April, gained traction quickly. It hit 10 million daily orders in its first week and 40 million within a month, then jumped from 60 to 80 million in just 12 days amid summer promotions and subsidies.</p>
<div class="lb-trans"><p>淘宝即时商业于四月底推出，迅速获得了市场关注。在首周便达到了每日 1000 万订单，一个月内达到了 4000 万，随后在夏季促销和补贴的推动下，仅用 12 天便从 6000 万跃升至 8000 万。</p>
</div><p>The platform’s daily active users have now surpassed 200 million, signaling Alibaba’s intensified efforts to compete with rivals like <strong>Meituan</strong> MPNGFMPNGY and <strong>JD.com</strong> JD in the rapidly expanding instant delivery market.</p>
<div class="lb-trans"><p>该平台的日活跃用户现已超过 2 亿，标志着阿里巴巴在快速扩张的即时配送市场中加大了与 <strong>美团</strong> MPNGFMPNGY 和 <strong>京东</strong> JD 的竞争力度。</p>
</div><p><strong><em>Also Read: China’s Food Delivery War Heats Up As JD.com Recruits Thousands Of Full-Time Riders</em></strong></p>
<div class="lb-trans"><p><strong><em>另请阅读：京东招募数千名全职骑手，中国的外卖战争加剧</em></strong></p>
</div><p>In the ongoing competition, Meituan, a major player in the food delivery sector, reported 120 million daily transactions on Saturday, leading to brief server overloads as food and retail order volumes peaked during high-demand periods. Meituan maintains a steady hold on its 70% market share in domestic food delivery.</p>
<div class="lb-trans"><p>在持续的竞争中，美团作为食品配送领域的主要参与者，周六报告了每日 120 万笔交易，导致在高需求期间食品和零售订单量激增时出现短暂的服务器过载。美团在国内食品配送市场上稳固保持着 70% 的市场份额。</p>
</div><p>Alibaba’s strategic push into on-demand delivery is further evidenced by its commitment of a 50 billion yuan (approximately $7 billion) subsidy program for consumers and merchants over the next year. This program is designed to accelerate growth beyond Alibaba’s traditional e-commerce business.</p>
<div class="lb-trans"><p>阿里巴巴在按需配送方面的战略推进进一步体现在其承诺在未来一年内为消费者和商家提供 500 亿元人民币（约合 70 亿美元）的补贴计划。该计划旨在加速超越阿里巴巴传统电商业务的增长。</p>
</div><p>To streamline operations and enhance its competitive edge against Meituan and JD.com, Alibaba integrated Ele.me and Fliggy into its core e-commerce unit in June.</p>
<div class="lb-trans"><p>为了简化运营并增强与美团和京东的竞争优势，阿里巴巴于六月将饿了么和飞猪整合到其核心电商部门。</p>
</div><p>Analysts from Jefferies told the SCMP that Alibaba now focuses on integrating food delivery, instant commerce, and traditional retail to maximize synergies across segments.</p>
<div class="lb-trans"><p>杰富瑞的分析师告诉南华早报，阿里巴巴现在专注于整合食品配送、即时商业和传统零售，以最大化各个领域之间的协同效应。</p>
</div><p>Alibaba stated that the rapid expansion of Taobao Instant Commerce has contributed to a doubling of China’s total daily instant delivery orders across different platforms from around 100 million in May to 200 million.</p>
<div class="lb-trans"><p>阿里巴巴表示，淘宝即时商业的快速扩张使中国不同平台的每日即时配送订单总量从五月的约 1 亿翻倍至 2 亿。</p>
</div><p>Investors have shown optimism, pushing Alibaba and other Chinese stocks higher on Tuesday, largely in anticipation of the upcoming U.S. tariff deadline.</p>
<div class="lb-trans"><p>投资者表现出乐观情绪，推动阿里巴巴和其他中国股票在周二上涨，主要是因为市场对即将到来的美国关税截止日期的预期。</p>
</div><p>According to a report from Elara cited by CNBC, Chinese equities saw $2.4 billion in inflows last week alone. This trend is part of a larger pattern, with emerging market funds attracting over $6 billion in the past three weeks, marking the fastest inflow pace since January 2023.</p>
<div class="lb-trans"><p>根据 CNBC 引用的 Elara 报告，上周中国股票流入达 24 亿美元。这一趋势是更大模式的一部分，过去三周新兴市场基金吸引了超过 60 亿美元的资金，标志着自 2023 年 1 月以来最快的流入速度。</p>
</div><p><strong>President Donald Trump</strong> had initially set a July 9 deadline for various countries to finalize trade deals to avoid higher tariff rates. However, the White House confirmed that President Trump will sign an executive order to delay this deadline to August 1, 2025. This three-week reprieve is intended to allow more time for trade negotiations, as the administration aims to secure favorable trade deals.</p>
<div class="lb-trans"><p><strong>特朗普总统</strong> 最初设定了 7 月 9 日的截止日期，要求各国最终确定贸易协议以避免更高的关税。然而，白宫确认特朗普总统将签署一项行政命令，将这一截止日期推迟至 2025 年 8 月 1 日。这一为期三周的宽限期旨在为贸易谈判提供更多时间，因为政府希望达成有利的贸易协议。</p>
</div><p><strong>Price Action:</strong> BABA shares are trading higher by 2.40% to $108.82 premarket at last check Tuesday.</p>
<div class="lb-trans"><p><strong>价格动态：</strong> 截至周二最后检查，BABA 股票在盘前交易中上涨 2.40%，至 108.82 美元。</p>
</div><ul>
<li><strong><em>Alibaba’s AI And Cloud Moves Have Sparked 28% Stock Rebound</em></strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong><em>阿里巴巴的人工智能和云计算举措引发 28% 的股票反弹</em></strong></li>
</ul>
</div><p><em>Photo by Robert Way via Shutterstock</em></p>
<div class="lb-trans"><p><em>照片由 Robert Way 通过 Shutterstock 提供</em></p>
</div>

Alibaba's Delivery Ambition Sets Stage For China's Epic Clash Of Giants

- 阿里巴巴的即时配送交易显著增长，日订单达 8000 万。  
- 该公司推出的淘宝即时商业在短时间内迅速吸引用户，日活跃用户超 2 亿。  
- 阿里巴巴承诺 500 亿元补贴以加速增长，并整合业务以增强竞争力。  

阿里巴巴的配送雄心为中国巨头之间的史诗级对决铺平了道路