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“高德扫街榜”挑战“大众点评”,阿里、美团、京东“三国杀”高潮迭起
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A-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091110363297881ed3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2566937804","content_text":"“外卖大战”之后,互联网巨头的火拼蔓延至到店消费领域。9月10日,阿里巴巴(09988.HK)自称的“重磅业务发布会”揭晓,发布“高德扫街榜”,对标美团(03690.HK)“大众点评”。美团则马上公开称大众点评正式重启品质外卖服务,将通过B端自研大模型,结合海量真实评价数据分析用户需求,进一步剔除非真实点评数据,以“AI+真实高分”为用户提供可靠决策。业内人士认为,阿里巴巴这一举动,加剧了本地生活服务竞争,目前大众点评的评论和评分本身就存在消费者主观因素,也有可能店家直接引导,这一方面的确需要改进;而高德可能针对实际到店人流监测,或许相对比较客观,而美团也做出了回应。目前,阿里、美团、京东“三国杀”继续,竞争依然激烈,相对而言阿里业务较多、更好抵御短期补贴影响,而美团和京东财务上受到影响就更大一些。实时监测判断店铺真实热度9月10日中午,第一财经记者在某餐厅就餐的时候,店员提醒道,在大众点评打卡发照片并给好评,就送一杯豆浆。就在这天下午之后,情况或许会出现较大改变。高德当天宣布,将发放超过10亿元补贴为线下餐饮及其他服务业带去1000万新增客流。而大众点评也在同日宣布,将同步发放2500万张不同种类的大额“品质外卖”消费券。港股100研究中心顾问余丰慧向第一财经分析,阿里推出高德扫街榜,直接加剧了本地生活服务领域的竞争。美团的核心业务包括餐饮外卖和到店消费,与高德扫街榜的定位有较大重叠,短期需要应对来自阿里的新挑战,尤其是在用户流量和商家资源方面。光大证券国际策略师伍礼贤认为,阿里主要核心业务依然是电商,推出的新业务能带动核心用户增长,并产生协同效应,影响偏正面。相对而言,高德扫街榜业务比较有竞争力,当前市场普遍使用大众点评,市占率较高,但大众点评主要依赖消费者在其App上撰写评论和评分,存在一定主观性;而高德扫街榜通过实时监测人流,判断店铺热度,相对更为客观并具备说服力,预计该业务将具备较强竞争优势。博大资本行政总裁温天纳认为,阿里与高德扫街榜的合作,将加剧线下消费领域的竞争,整体竞争格局将呈百花齐放,此前京东与美团的竞争已显现较大杀伤力,投资者将密切关注生态链竞争格局演变、利润挤压程度及市场共存可能性,以及行业生态未来走向。红蚁资本投资总监李泽铭看来,美团将受到比较大影响,目前该公司几乎所有的业务均面临激烈竞争。今年初,京东入局外卖后,阿里也加大外卖补贴投入,美团和京东二季度业绩已经受到明显影响。京东在外卖上动辄投入上百亿,美团自身投放亦不在少数,仅10亿补贴对高德影响有限。后续需观察阿里是否将资源集中至高德并持续发力,目前到店业务在阿里体系内由淘宝、支付宝、饿了么等多平台分担,但主推高德地图到店业务,若资源进一步集中,对大众点评的影响将逐步显现。“三国杀”继续,科技股要怎么买?阿里、美团、京东三大巨头竞争持续升级,都大举进入对手领域,已经对二季度财务数据产生影响,在行业竞争愈发激烈的背景下,投资者该如何布局互联网科技股?余丰慧认为,京东主营电商零售,随着阿里生态系统边界扩张,京东也许面临间接竞争压力,尤其在消费者倾向使用集成服务平台背景下。但京东在物流与供应链管理上的优势将助其维持竞争力。长期来看,京东需持续优化核心竞争力,探索与本地生活服务结合点,抵御跨界竞争。若美团或京东能迅速调整并实施有效竞争策略,股价有望保持稳定或上涨;反之则可能导致投资者信心下降。伍礼贤认为,预计高德扫街对阿里整体影响偏正面,未来可能仍有上行修复空间,鉴于阿里股价长期落后,未来估值修复机会较大。李泽铭称,尽管反内卷呼声不断,但平台经济仍以价格竞争为主,短期内,此事对阿里、京东、美团均为负面影响,竞争加剧致利润率承压,美团首当其冲,其次为京东,阿里所受冲击相对最小,因为阿里体量庞大,影响有限。温天纳认为,互联网平台中,门槛高、地位独特的企业更受青睐,部分公司因恶性竞争与内卷致利润受压,投资者趋于保守并且更偏好龙头股,选择呈现“汰弱留强”特征。一位公募基金港股互联网研究人士则向第一财经分析,阿里、美团、京东近期在外卖及到店业务的激烈竞争已较充分反映于股价,恒生科技指数4月以来呈平稳缓慢上涨趋势,并没有出现类似牛市末期加速上升的情况,目前仍具布局价值,相关ETF产品可帮助投资者在几大互联网巨头间分散风险。此外,不同ETF产品结构有所不同,如果投资者更倾向于大市值龙头,或者在不同个股之间更均衡大致等比例配置,要有针对性的选择相关产品,看清楚相应个股持股比例。(本文来自第一财经)","news_type":1,"symbols_score_info":{"89618":0.6,"89988":0.6,"03690":1,"09988":0.9,"BABA":0.6,"ALBmain":0.6,"METmain":0.6,"HBBD.SI":0.6,"HMTD.SI":0.6,"MPNGY":0.6}},"isVote":1,"tweetType":1,"viewCount":202,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/477521545158824"}
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