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这篇文章不错，转发给大家看

@Tony特别帅：$阿里巴巴(BABA)$阿里的物流效率是真的快，真没得说。目前下沉市场还没饱和，假以时日，$拼多多(PDD)$面临一场硬仗：在投资者大会上，淘宝天猫总裁蒋凡表示，最近两年淘宝新增用户中超过70%来自下沉市场，淘系在下沉市场人群中的覆盖率已经超过40%，全供给策略将更好满足下沉市场用户的需求。菜鸟总裁万霖介绍，每天近1亿个包裹在使用菜鸟的数智化技术，今年上半年包裹平均送达速度又提升将近5小时。此外，菜鸟出口服务了全球速卖通超过75%的订单，在多个国家开设了海外仓，并且菜鸟已开启从海外直接发往海外的物流业务。

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