<p>中国电子商务巨头 <strong>阿里巴巴集团</strong> BABA 正在加大在中国竞争激烈的即时配送市场的努力，推出新的为期 100 天的超级星期六活动，属于其淘宝闪购品牌。</p>
<p>据南华早报周二报道，该举措旨在显著提升每日订单量，并吸引用户远离强大的竞争对手如 <strong>美团</strong> MPNGFMPNGY 和 <strong>京东</strong> JD。</p>
<p>通过 “超级星期六”，消费者可以在牛奶茶和早餐等廉价商品上获得高达 188 元人民币（约合 26 美元）的丰厚补贴。</p>
<p><strong><em>另请阅读：阿里巴巴因配送价格战损失数十亿，市值蒸发 1000 亿美元</em></strong></p>
<p>这一战略举措是在价格战加剧的背景下进行的，竞争对手也采取了同样激进的策略。例如，美团通过优惠券分发免费奶茶，而京东则以固定的极低价格提供夜宵小龙虾。</p>
<p>更为激烈的是，淘宝本身在 7 月 2 日推出了 500 亿元的补贴计划，迅速引发了竞争对手的反击公告。</p>
<p>分析师表示，阿里巴巴的雄厚资金使其在挑战竞争对手时占据了坚实的立足点，尽管美团在规模和效率上仍然是市场领导者。</p>
<p>7 月 11 日，美团的每日即时零售订单量达到了 150 百万，几乎是淘宝闪购 8000 万的两倍。</p>
<p>根据中国银行国际的分析，美团预计将在 2025 年前保持领先，即使在激进的降价持续到年底的情况下，也能维持平稳的运营利润。</p>
<p>尽管这些公司采取了大幅折扣和 “烧钱” 策略，分析师对中国即时商业领域的长期潜力仍持乐观态度。</p>
<h3>热门投资机会</h3>
<p>中国国际贸易与经济合作研究院引用南华早报的数据显示，中国的即时商业市场预计到 2030 年将超过 2 万亿元人民币（2790 亿美元）。</p>
<p>然而，<strong>摩根大通</strong> 最近发布的一份报告发出了警告，建议阿里巴巴、美团和京东的股价在接下来的三到六个月内可能会持续承压。</p>
<p>这一前景归因于利润率的不确定性以及这些大规模促销活动的可持续性。</p>
<p>桥水基金在北京的刺激措施使其在岸中国基金在上半年上涨 14% 后，对中国股票的看法变得更加乐观，彭博社周二报道。</p>
<p>在第二季度的投资者信函中，该公司的中国部门表示，截至 6 月 30 日，其股票敞口 “适度增加”，并指出政策支持强劲和估值吸引。</p>
<p>桥水基金认为，中国在四月对市场下跌的迅速反应（由美国关税引发）帮助稳定了股票和债券市场。</p>
<p>该公司补充说，低估值仍然提供了良好的风险回报潜力，并计划在持续的政府支持下增加对风险资产的敞口。</p>
<p><strong>价格动态：</strong> 截至周三最后检查，BABA 股价在盘前交易中下跌 1.09%，至 115.70 美元。</p>
<ul>
<li><strong><em>英伟达在中国的复苏引发阿里巴巴、百度、腾讯股价上涨</em></strong></li>
</ul>
<p><em>图片来源于 Shutterstock</em></p>

阿里巴巴

阿里巴巴-W

2 倍做多阿里巴巴 ETF - KraneShares

BABO

2 倍做多 BABA ETF - GraniteShares

<p>阿里巴巴正在通过其淘宝闪购品牌推出为期 100 天的超级星期六活动，以增强在中国即时配送市场的竞争力。该举措旨在通过对低价商品提供补贴来增加每日订单量，并吸引来自美团和京东等竞争对手的用户。尽管竞争对手采取了激进的策略，分析师认为阿里巴巴的财务实力使其处于有利位置，尽管美团目前在订单量上领先。预计到 2030 年，中国的即时商业市场将超过 2 万亿元，尽管短期内对利润率和股票表现存在担忧</p>

<p>Chinese e-commerce juggernaut <strong>Alibaba Group Holding</strong> BABA is intensifying its efforts in China’s fiercely competitive instant delivery market by launching a new 100-day Super Saturdays campaign under its Taobao Shangou brand.</p>
<div class="lb-trans"><p>中国电子商务巨头 <strong>阿里巴巴集团</strong> BABA 正在加大在中国竞争激烈的即时配送市场的努力，推出新的为期 100 天的超级星期六活动，属于其淘宝闪购品牌。</p>
</div><p>This initiative, reported by SCMP on Tuesday, aims to significantly boost daily order volumes and draw users away from formidable rivals like <strong>Meituan</strong> MPNGFMPNGY and <strong>JD.com</strong> JD.</p>
<div class="lb-trans"><p>据南华早报周二报道，该举措旨在显著提升每日订单量，并吸引用户远离强大的竞争对手如 <strong>美团</strong> MPNGFMPNGY 和 <strong>京东</strong> JD。</p>
</div><p>Through “Super Saturdays,” consumers can receive substantial subsidies, up to 188 Chinese yuan (approximately $26), on inexpensive items such as milk tea and breakfast.</p>
<div class="lb-trans"><p>通过 “超级星期六”，消费者可以在牛奶茶和早餐等廉价商品上获得高达 188 元人民币（约合 26 美元）的丰厚补贴。</p>
</div><p><strong><em>Also Read: Alibaba Bleeds Billions As Delivery Price War Erases $100 Billion In Market Value</em></strong></p>
<div class="lb-trans"><p><strong><em>另请阅读：阿里巴巴因配送价格战损失数十亿，市值蒸发 1000 亿美元</em></strong></p>
</div><p>This strategic move comes amidst an escalating price war that has seen competitors employ equally aggressive tactics. Meituan, for instance, has been distributing complimentary milk tea through coupons, while JD.com has been offering nightly crayfish meals at a fixed, remarkably low price.</p>
<div class="lb-trans"><p>这一战略举措是在价格战加剧的背景下进行的，竞争对手也采取了同样激进的策略。例如，美团通过优惠券分发免费奶茶，而京东则以固定的极低价格提供夜宵小龙虾。</p>
</div><p>Adding to the intensity, Taobao itself rolled out a 50 billion yuan subsidy plan on July 2, which quickly prompted counter-announcements from its rivals.</p>
<div class="lb-trans"><p>更为激烈的是，淘宝本身在 7 月 2 日推出了 500 亿元的补贴计划，迅速引发了竞争对手的反击公告。</p>
</div><p>Analysts say Alibaba’s deep pockets give it a firm footing to challenge rivals, though Meituan remains the market leader in scale and efficiency.</p>
<div class="lb-trans"><p>分析师表示，阿里巴巴的雄厚资金使其在挑战竞争对手时占据了坚实的立足点，尽管美团在规模和效率上仍然是市场领导者。</p>
</div><p>On July 11, Meituan’s daily instant retail order volume reached an impressive 150 million, nearly double Taobao Shangou’s 80 million.</p>
<div class="lb-trans"><p>7 月 11 日，美团的每日即时零售订单量达到了 150 百万，几乎是淘宝闪购 8000 万的两倍。</p>
</div><p>According to Bank of China International, Meituan will likely hold its lead through 2025 and could sustain flat operating profits even if aggressive price-cutting continues through year-end.</p>
<div class="lb-trans"><p>根据中国银行国际的分析，美团预计将在 2025 年前保持领先，即使在激进的降价持续到年底的情况下，也能维持平稳的运营利润。</p>
</div><p>Despite the heavy discounting and the “burn money” strategies employed by these companies, analysts remain optimistic about the long-term potential of the instant commerce sector in China.</p>
<div class="lb-trans"><p>尽管这些公司采取了大幅折扣和 “烧钱” 策略，分析师对中国即时商业领域的长期潜力仍持乐观态度。</p>
</div><h3>Trending Investment Opportunities</h3>
<div class="lb-trans"><h3>热门投资机会</h3>
</div><p>The Chinese Academy of International Trade and Economic Cooperation, as cited by SCMP, projects that China’s instant commerce market is poised to exceed 2 trillion yuan ($279 billion) by 2030.</p>
<div class="lb-trans"><p>中国国际贸易与经济合作研究院引用南华早报的数据显示，中国的即时商业市场预计到 2030 年将超过 2 万亿元人民币（2790 亿美元）。</p>
</div><p>However, a recent report from <strong>JPMorgan Chase</strong> issued a cautionary note, suggesting that the share prices of Alibaba, Meituan, and JD.com could remain under pressure for the next three to six months.</p>
<div class="lb-trans"><p>然而，<strong>摩根大通</strong> 最近发布的一份报告发出了警告，建议阿里巴巴、美团和京东的股价在接下来的三到六个月内可能会持续承压。</p>
</div><p>This outlook is attributed to uncertainties surrounding profit margins and the sustainability of these extensive promotional campaigns.</p>
<div class="lb-trans"><p>这一前景归因于利润率的不确定性以及这些大规模促销活动的可持续性。</p>
</div><p>Bridgewater Associates grew more optimistic about Chinese stocks after Beijing’s stimulus measures lifted its onshore China fund by 14% in the first half of the year, Bloomberg reported on Tuesday.</p>
<div class="lb-trans"><p>桥水基金在北京的刺激措施使其在岸中国基金在上半年上涨 14% 后，对中国股票的看法变得更加乐观，彭博社周二报道。</p>
</div><p>In a second-quarter investor letter, the firm’s China unit said it had “moderately increased” its equity exposure as of June 30, citing strong policy support and attractive valuations.</p>
<div class="lb-trans"><p>在第二季度的投资者信函中，该公司的中国部门表示，截至 6 月 30 日，其股票敞口 “适度增加”，并指出政策支持强劲和估值吸引。</p>
</div><p>Bridgewater credited China’s swift April response to market declines, triggered by U.S. tariffs, with helping stabilize equities and bonds.</p>
<div class="lb-trans"><p>桥水基金认为，中国在四月对市场下跌的迅速反应（由美国关税引发）帮助稳定了股票和债券市场。</p>
</div><p>The firm added that low valuations still offer solid risk-reward potential and plans to raise exposure to risk assets amid ongoing government support.</p>
<div class="lb-trans"><p>该公司补充说，低估值仍然提供了良好的风险回报潜力，并计划在持续的政府支持下增加对风险资产的敞口。</p>
</div><p><strong>Price Action:</strong> BABA shares are trading lower by 1.09% to $115.70 premarket at last check Wednesday.</p>
<div class="lb-trans"><p><strong>价格动态：</strong> 截至周三最后检查，BABA 股价在盘前交易中下跌 1.09%，至 115.70 美元。</p>
</div><ul>
<li><strong><em>Nvidia’s China Comeback Sparks Rally In Alibaba, Baidu, Tencent Shares</em></strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong><em>英伟达在中国的复苏引发阿里巴巴、百度、腾讯股价上涨</em></strong></li>
</ul>
</div><p><em>Image via Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源于 Shutterstock</em></p>
</div>

Alibaba Intensifies Instant Delivery Fight With New Campaign

- 阿里巴巴推出 100 天超级星期六活动，旨在提升日订单量。  
- 该活动提供高达 188 元的补贴，吸引用户。  
- 竞争对手美团和京东也在进行激烈的价格战。

阿里巴巴通过新活动加剧即时配送的竞争