美团完蛋了这下_老虎社区_美港股上老虎 - 老虎社区

美团完蛋了这下

阿里正式进军美团核心的到店业务，支付宝首页上线“高德团购爆品”

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":492110702276840,"tweetId":"492110702276840","gmtCreate":1761165504471,"gmtModify":1761165506817,"author":{"id":4199543189920392,"idStr":"4199543189920392","authorId":4199543189920392,"authorIdStr":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>美团完蛋了这下</p></body></html>","htmlText":"<html><head></head><body><p>美团完蛋了这下</p></body></html>","text":"美团完蛋了这下","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/492110702276840","repostId":2577335165,"repostType":2,"repost":{"id":"2577335165","kind":"news","pubTimestamp":1761121691,"share":"https://www.laohu8.com/m/news/2577335165?lang=&edition=full","pubTime":"2025-10-22 16:28","market":"us","language":"zh","title":"阿里正式进军美团核心的到店业务，支付宝首页上线“高德团购爆品”","url":"https://stock-news.laohu8.com/highlight/detail?id=2577335165","media":"电商观察家","summary":"支付宝首页上线“高德团购爆品”入口跳转口碑团购，阿里正式进军到店业务在推出“高德扫街榜”一个月后，阿里正式向美团到店业务发起进攻：支付宝首页新增“高德团购爆品”入口，实际跳转为“口碑团购”，涵盖餐饮、丽人、医美、宠物、健身等多个本地生活类目，已有部分连锁餐饮品牌入驻。此前《晚点LatePost》报道称，淘宝、支付宝、高德将三端同步上线团购，目前仅支付宝开放入口，高德需搜索商家才能购买，淘宝尚未接入。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251022164000918v206hjw25oh2y5q\"/><p>支付宝首页上线“高德团购爆品”入口跳转口碑团购，<a href=\"https://laohu8.com/S/BABA\">阿里</a>正式进军到店业务</p><p>在推出“高德扫街榜”一个月后，<a href=\"https://laohu8.com/S/09988\">阿里</a>正式向<a href=\"https://laohu8.com/S/MPNGY\">美团</a>到店业务发起进攻：支付宝首页新增“高德团购爆品”入口，实际跳转为“口碑团购”，涵盖餐饮、丽人、医美、宠物、健身等多个本地生活类目，已有部分连锁餐饮品牌入驻。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251022164008665v206fpadjt5djjb\"/><p>此前《晚点LatePost》报道称，淘宝、支付宝、高德将三端同步上线团购，目前仅支付宝开放入口，高德需搜索商家才能购买，淘宝尚未接入。初期高德曾以“美食团购”名义试水，一度被认为与口碑脱钩，但如今明确显示口碑仍是阿里到店业务的核心载体。</p><p>2023年3月，阿里将口碑到店业务并入高德，高德负责前端流量与场景入口（依托其亿级日活和位置数据），口碑则退居后台，提供商户入驻、支付、核销及履约等交易基础设施。</p><p>阿里本地生活现形成“到家+到店”双线协同：  到家由淘宝闪购联合饿了么，主打即时零售与一小时达；到店由高德主导，通过“扫街榜”和“团购爆品”重构商户曝光逻辑。整体策略为高德引流、淘宝触达需求、口碑完成交易闭环，合力对标<a href=\"https://laohu8.com/S/03690\">美团</a>。</p><p>高德团购与大众点评在类目设置上高度相似，均覆盖美食、休闲娱乐、丽人等，但高德延续淘天系货架电商风格，以商品列表形式展示团购券；而大众点评依托用户评价、达人内容构建强社交决策链，页面图文内容占比高。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251022164016723v206zynh15v8sxb\"/><p>两者商业化模式相近，均通过入驻费、抽佣和广告盈利。以杭州、南京为例，高德餐饮入驻费3300元，正餐抽佣6%、轻餐8%；大众点评入驻费约6800元，抽佣约6%。</p><p>不过，高德团购仍处运营初期：销量数据前后端不一致（如后台显示38单，前台显示50单）、部分商家虽上架却不支持高德核销，甚至引导用户转至大众点评消费。这些问题反映出其在数据透明度和核销体系上尚不成熟。</p><p>与美团通过单一生态整合“到店+到家”不同，阿里采取多端联动（高德、支付宝、淘宝）策略，试图以会员与算法打通全域经营。虽触点更广，但路径更复杂，生态协同仍需时间打磨。</p><p>加入电商观察家社群请扫码。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里正式进军美团核心的到店业务，支付宝首页上线“高德团购爆品”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里正式进军美团核心的到店业务，支付宝首页上线“高德团购爆品”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-22 16:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022164033a6c7975a&s=b><strong>电商观察家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>支付宝首页上线“高德团购爆品”入口跳转口碑团购，阿里正式进军到店业务在推出“高德扫街榜”一个月后，阿里正式向美团到店业务发起进攻：支付宝首页新增“高德团购爆品”入口，实际跳转为“口碑团购”，涵盖餐饮、丽人、医美、宠物、健身等多个本地生活类目，已有部分连锁餐饮品牌入驻。此前《晚点LatePost》报道称，淘宝、支付宝、高德将三端同步上线团购，目前仅支付宝开放入口，高德需搜索商家才能购买，淘宝尚未接入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022164033a6c7975a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4220":"综合零售","BK4524":"宅经济概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4543":"AI","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","LU1046421795.USD":"富达环球科技A-ACC","BK4534":"瑞士信贷持仓","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","BK4587":"ChatGPT概念","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","09988":"阿里巴巴-W","BK4505":"高瓴资本持仓","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4504":"桥水持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4614":"Manus概念股","BK4579":"人工智能","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BABA":"阿里巴巴","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4565":"NFT概念","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4607":"DeepSeek概念股","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022164033a6c7975a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577335165","content_text":"支付宝首页上线“高德团购爆品”入口跳转口碑团购，阿里正式进军到店业务在推出“高德扫街榜”一个月后，阿里正式向美团到店业务发起进攻：支付宝首页新增“高德团购爆品”入口，实际跳转为“口碑团购”，涵盖餐饮、丽人、医美、宠物、健身等多个本地生活类目，已有部分连锁餐饮品牌入驻。此前《晚点LatePost》报道称，淘宝、支付宝、高德将三端同步上线团购，目前仅支付宝开放入口，高德需搜索商家才能购买，淘宝尚未接入。初期高德曾以“美食团购”名义试水，一度被认为与口碑脱钩，但如今明确显示口碑仍是阿里到店业务的核心载体。2023年3月，阿里将口碑到店业务并入高德，高德负责前端流量与场景入口（依托其亿级日活和位置数据），口碑则退居后台，提供商户入驻、支付、核销及履约等交易基础设施。阿里本地生活现形成“到家+到店”双线协同：  到家由淘宝闪购联合饿了么，主打即时零售与一小时达；到店由高德主导，通过“扫街榜”和“团购爆品”重构商户曝光逻辑。整体策略为高德引流、淘宝触达需求、口碑完成交易闭环，合力对标美团。高德团购与大众点评在类目设置上高度相似，均覆盖美食、休闲娱乐、丽人等，但高德延续淘天系货架电商风格，以商品列表形式展示团购券；而大众点评依托用户评价、达人内容构建强社交决策链，页面图文内容占比高。两者商业化模式相近，均通过入驻费、抽佣和广告盈利。以杭州、南京为例，高德餐饮入驻费3300元，正餐抽佣6%、轻餐8%；大众点评入驻费约6800元，抽佣约6%。不过，高德团购仍处运营初期：销量数据前后端不一致（如后台显示38单，前台显示50单）、部分商家虽上架却不支持高德核销，甚至引导用户转至大众点评消费。这些问题反映出其在数据透明度和核销体系上尚不成熟。与美团通过单一生态整合“到店+到家”不同，阿里采取多端联动（高德、支付宝、淘宝）策略，试图以会员与算法打通全域经营。虽触点更广，但路径更复杂，生态协同仍需时间打磨。加入电商观察家社群请扫码。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1.5,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":200,"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":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/492110702276840"}