--- type: "Topics" locale: "zh-CN" url: "https://longbridge.com/zh-CN/topics/38685996.md" description: "阿里发起的外卖大战,结局反而阿里是最应该自食其果的。AI 玩不过字节,电商玩不过京东 PDD,想分点社区团购的蛋糕,美团自然也不会让他轻易得逞。我现在最不看好的就是阿里。" datetime: "2026-02-12T07:37:41.000Z" locales: - [en](https://longbridge.com/en/topics/38685996.md) - [zh-CN](https://longbridge.com/zh-CN/topics/38685996.md) - [zh-HK](https://longbridge.com/zh-HK/topics/38685996.md) author: "[套住也乐观](https://longbridge.com/zh-CN/profiles/17781160.md)" --- > 支持的语言: [English](https://longbridge.com/en/topics/38685996.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38685996.md) # 阿里发起的外卖大战,结局反而阿里是最应该自食其果的。AI 玩不过字节,电商玩不过京东 PDD,想分点… ### 相关股票 - [阿里巴巴-W (09988.HK)](https://longbridge.com/zh-CN/quote/09988.HK.md) - [阿里巴巴-WR (89988.HK)](https://longbridge.com/zh-CN/quote/89988.HK.md) - [阿里巴巴 (BABA.US)](https://longbridge.com/zh-CN/quote/BABA.US.md) - [字节跳动 (BYTED.NA)](https://longbridge.com/zh-CN/quote/BYTED.NA.md) - [京东-SW (09618.HK)](https://longbridge.com/zh-CN/quote/09618.HK.md) - [京东 (JD.US)](https://longbridge.com/zh-CN/quote/JD.US.md) - [京东集团-SWR (89618.HK)](https://longbridge.com/zh-CN/quote/89618.HK.md) - [Alibaba HK SDR 5to1 (HBBD.SG)](https://longbridge.com/zh-CN/quote/HBBD.SG.md) - [JD HK SDR 10to1 (HJDD.SG)](https://longbridge.com/zh-CN/quote/HJDD.SG.md) ## 评论 (3) - **madwel · 2026-02-12T07:53:30.000Z**: 美团股东,现在恨死阿里了吧,其实没有阿里,我会有东西南北里,也会有字节,主要是美团没有护城河 - **套住也乐观** (2026-02-12T07:55:16.000Z): 我左手小米右手美团,你让我怎么不恨😂 - **madwel** (2026-02-12T07:59:23.000Z): 我曾经也有美团,认清真相后割了,小米没啥问题,会回来的