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ano
01-09
互联网价格战野蛮对商业地产造成永久性折价
不装了！阿里2026新目标：砸钱让淘宝闪购当一哥
ano
2025-12-16
这个历史新高怎么算的啊
特斯拉股价创历史新高，人形机器人或迎来商业化元年
ano
2025-06-05
89美元
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16:22","market":"us","language":"zh","title":"不装了！阿里2026新目标：砸钱让淘宝闪购当一哥","url":"https://stock-news.laohu8.com/highlight/detail?id=2601351494","media":"雷科技","summary":"1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。","content":"<p>1月8日，<a href=\"https://laohu8.com/S/BABA\">阿里</a>扔出了个重磅消息：<strong>淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。</strong></p><p>这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、京东们开始倒吸凉气了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccb05ee17aebd9c65076c0b76af9c828\" tg-width=\"2277\" tg-height=\"1280\"></p><p>但要说<a href=\"https://laohu8.com/S/09988\">阿里</a>敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。</p><p>最早是<a href=\"https://laohu8.com/S/JD\">京东</a>先下场，紧接着<a href=\"https://laohu8.com/S/03690\">美团</a>、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励的时候，有测算说，<strong>美团和淘宝闪购两家加起来一天就能亏超10亿；</strong><a href=\"https://laohu8.com/S/GS\">高盛</a>更直接预测，这几家平台一年下来可能要烧掉近千亿。</p><p>当然烧钱的代价很快就显现出来了。<strong>2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。</strong>三家的现金流都受了不小影响，连线下实体店都被这场价格战波及，最后行业还因为恶性竞争被约谈了好几次。</p><p><strong>但即便如此，阿里作为互联网圈的“现金王”，到了季度末手里还有5700多亿现金，或许这就是它敢喊出“拿下市场绝对第一”的底气。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a73fa8c0d34b6765cb9239344867526\" tg-width=\"3992\" tg-height=\"2398\"></p><p>可能有人会问，淘宝闪购凭什么突然有这么大底气？其实看它2025年四季度的表现就知道了。</p><p>根据Q4前瞻纪要，去年四季度淘宝闪购的增长势头一直很猛，非餐即时零售业务推进得飞快，更关键的是，它的亏损收敛速度比竞争对手还快。尤其是12月那个季度的亮眼表现，直接让阿里下定决心要加码投入。</p><p>小雷看来，这背后有两个关键原因：</p><p><strong>一是业务结构在变好，</strong>现在高客单价订单占比越来越高，非茶饮类订单已经占到75%以上，这意味着它不再只靠低价补贴赚吆喝，而是往更健康的增长模式走。</p><p><strong>二是行业大环境给了机会，</strong>根据商务部研究院预测，2026年中国即时零售规模会突破1万亿元，到2030年更是能达到2万亿元。这么大的蛋糕，谁都想分最大的一块。</p><p><strong>现在阿里明确2026年的战略就是份额增长，坚定加大投入。用阿里中国电商事业群CEO蒋凡的话说，就是“不能抛开规模谈效率”。意思很明白：现阶段别跟我谈赚钱，先把地盘圈起来再说。</strong></p><p>现在的即时零售赛道，早就不是一家独大的局面了。之前有数据显示，美团目前还占据着42%的市场份额，是行业老大哥，而淘宝闪购的份额大概在30%左右，京东则不足10%。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。</p><p>到了2025年冬天，行业风向已经变了。之前各大平台疯狂烧钱打价格战，到了四季度，美团和阿里都默契地收缩了补贴，<strong>从“价格战”转向了“效率战”，</strong>没事什么事都不好像以前一样烧钱玩。这种情况下，淘宝闪购要冲第一，靠的就不是补贴，而是运营效率和用户粘性了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b615f5fab5588fd9772a52f7686d28b9\" tg-width=\"913\" tg-height=\"701\"></p><p><strong>只不过无论如何，这场“第一之争”最终受益的还是消费者。</strong>平台要抢份额，就会在配送时效、商品品类、服务质量上不断升级。比如现在淘宝闪购重点发力非餐零售，以后我们买日用百货、生鲜果蔬，不说会更便宜，但一定会有更多选择，配送也会更快。</p><p>小雷最后瞎聊几句。这种巨头烧钱大战，咱们一边蹭优惠一边看戏就好。但有个道理越来越清楚：<strong>在互联网的下半场，现金流才是<a href=\"https://laohu8.com/S/EDTK\">王道</a>。有粮的才能持续打仗，没粮的再猛的攻势也得歇菜。</strong></p><p>阿里现在敢这么搞，5700亿的现金储备就是它的底气。毕竟光靠补贴是走不远的，最后还得拼效率、拼生态、拼用户体验。谁能在烧钱之后，真正把用户留下来，那才是最后的赢家。</p>","source":"lsy1582507589608","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>不装了！阿里2026新目标：砸钱让淘宝闪购当一哥</title>\n<style 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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不装了！阿里2026新目标：砸钱让淘宝闪购当一哥\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 16:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是美团、京东们开始倒吸凉气了。但要说阿里敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601351494","content_text":"1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是美团、京东们开始倒吸凉气了。但要说阿里敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励的时候，有测算说，美团和淘宝闪购两家加起来一天就能亏超10亿；高盛更直接预测，这几家平台一年下来可能要烧掉近千亿。当然烧钱的代价很快就显现出来了。2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。三家的现金流都受了不小影响，连线下实体店都被这场价格战波及，最后行业还因为恶性竞争被约谈了好几次。但即便如此，阿里作为互联网圈的“现金王”，到了季度末手里还有5700多亿现金，或许这就是它敢喊出“拿下市场绝对第一”的底气。可能有人会问，淘宝闪购凭什么突然有这么大底气？其实看它2025年四季度的表现就知道了。根据Q4前瞻纪要，去年四季度淘宝闪购的增长势头一直很猛，非餐即时零售业务推进得飞快，更关键的是，它的亏损收敛速度比竞争对手还快。尤其是12月那个季度的亮眼表现，直接让阿里下定决心要加码投入。小雷看来，这背后有两个关键原因：一是业务结构在变好，现在高客单价订单占比越来越高，非茶饮类订单已经占到75%以上，这意味着它不再只靠低价补贴赚吆喝，而是往更健康的增长模式走。二是行业大环境给了机会，根据商务部研究院预测，2026年中国即时零售规模会突破1万亿元，到2030年更是能达到2万亿元。这么大的蛋糕，谁都想分最大的一块。现在阿里明确2026年的战略就是份额增长，坚定加大投入。用阿里中国电商事业群CEO蒋凡的话说，就是“不能抛开规模谈效率”。意思很明白：现阶段别跟我谈赚钱，先把地盘圈起来再说。现在的即时零售赛道，早就不是一家独大的局面了。之前有数据显示，美团目前还占据着42%的市场份额，是行业老大哥，而淘宝闪购的份额大概在30%左右，京东则不足10%。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。到了2025年冬天，行业风向已经变了。之前各大平台疯狂烧钱打价格战，到了四季度，美团和阿里都默契地收缩了补贴，从“价格战”转向了“效率战”，没事什么事都不好像以前一样烧钱玩。这种情况下，淘宝闪购要冲第一，靠的就不是补贴，而是运营效率和用户粘性了。只不过无论如何，这场“第一之争”最终受益的还是消费者。平台要抢份额，就会在配送时效、商品品类、服务质量上不断升级。比如现在淘宝闪购重点发力非餐零售，以后我们买日用百货、生鲜果蔬，不说会更便宜，但一定会有更多选择，配送也会更快。小雷最后瞎聊几句。这种巨头烧钱大战，咱们一边蹭优惠一边看戏就好。但有个道理越来越清楚：在互联网的下半场，现金流才是王道。有粮的才能持续打仗，没粮的再猛的攻势也得歇菜。阿里现在敢这么搞，5700亿的现金储备就是它的底气。毕竟光靠补贴是走不远的，最后还得拼效率、拼生态、拼用户体验。谁能在烧钱之后，真正把用户留下来，那才是最后的赢家。","news_type":1,"symbols_score_info":{"BABA":1.95,"09988":1.95}},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511277936783824,"gmtCreate":1765850695296,"gmtModify":1765851850716,"author":{"id":"3558090050626478","authorId":"3558090050626478","name":"ano","avatar":"https://static.tigerbbs.com/0316dceb7ac825d6cef5ca8ed92d29f8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558090050626478","authorIdStr":"3558090050626478"},"themes":[],"title":"","htmlText":"这个历史新高怎么算的啊","listText":"这个历史新高怎么算的啊","text":"这个历史新高怎么算的啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511277936783824","repostId":"2591763106","repostType":2,"repost":{"id":"2591763106","kind":"news","pubTimestamp":1765847321,"share":"https://www.laohu8.com/m/news/2591763106?lang=zh_CN&edition=full","pubTime":"2025-12-16 09:08","market":"us","language":"zh","title":"特斯拉股价创历史新高，人形机器人或迎来商业化元年","url":"https://stock-news.laohu8.com/highlight/detail?id=2591763106","media":"腾讯自选股综合","summary":"隔夜特斯拉股价创下历史新高。分析认为，此次股价突破核心逻辑包括公司人形机器人Optimus进展超预期及行业政策红利催化。产业链方面，人形机器人成本70%集中于上游核心部件，执行器、精密电机、减速器及传感器为核心增量环节，其中特斯拉Optimus单手需26个执行器，双手共需50多个微型丝杠，相关零部件供应商将直接受益于量产落地。","content":"<html><body><article><p>隔夜<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价创下历史新高。</p><p>分析认为，此次股价突破核心逻辑包括公司人形机器人Optimus进展超预期及行业政策红利催化。马斯克此前披露，Optimus计划2025年底部署数千台至旗下工厂，4-5年内实现百万台年产能，弗里蒙特工厂试生产线已正式曝光。</p><p>相较于此前仅聚焦技术展示，此次增量信息集中于量产落地推进：供应链订单落地、检测标准明确及2026年一季度Gen3机器人发布计划，标志着项目从研发阶段迈入规模化生产筹备期。</p><p><a href=\"https://laohu8.com/S/600958\">东方证券</a>表示，美国或加码人形机器人产业政策支持，特斯拉作为行业标杆，其量产进展将带动全产业链加速发展，当前核心部件供应链建设已进入关键阶段，增量环节价值量显著提升。</p><p>华龙证券认为，Optimus跑步视频的发布验证了核心技术成熟度，人形机器人已从实验室走向实际应用，随着电机、齿轮箱等专属部件量产，设计增量环节将迎来确定性机会，行业成长逻辑从概念转向业绩兑现。</p><p>产业链方面，人形机器人成本70%集中于上游核心部件，执行器、精密电机、减速器及传感器为核心增量环节，其中特斯拉Optimus单手需26个执行器，双手共需50多个微型丝杠，相关零部件供应商将直接受益于量产落地。</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>特斯拉股价创历史新高，人形机器人或迎来商业化元年</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216090740a45003b4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4516":"特朗普概念","TSYW.SI":"TESLA 3xLongSG261006","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4592":"伊斯兰概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4612":"AI芯片","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216090740a45003b4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2591763106","content_text":"隔夜特斯拉股价创下历史新高。分析认为，此次股价突破核心逻辑包括公司人形机器人Optimus进展超预期及行业政策红利催化。马斯克此前披露，Optimus计划2025年底部署数千台至旗下工厂，4-5年内实现百万台年产能，弗里蒙特工厂试生产线已正式曝光。相较于此前仅聚焦技术展示，此次增量信息集中于量产落地推进：供应链订单落地、检测标准明确及2026年一季度Gen3机器人发布计划，标志着项目从研发阶段迈入规模化生产筹备期。东方证券表示，美国或加码人形机器人产业政策支持，特斯拉作为行业标杆，其量产进展将带动全产业链加速发展，当前核心部件供应链建设已进入关键阶段，增量环节价值量显著提升。华龙证券认为，Optimus跑步视频的发布验证了核心技术成熟度，人形机器人已从实验室走向实际应用，随着电机、齿轮箱等专属部件量产，设计增量环节将迎来确定性机会，行业成长逻辑从概念转向业绩兑现。产业链方面，人形机器人成本70%集中于上游核心部件，执行器、精密电机、减速器及传感器为核心增量环节，其中特斯拉Optimus单手需26个执行器，双手共需50多个微型丝杠，相关零部件供应商将直接受益于量产落地。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442817855070448,"gmtCreate":1749132027746,"gmtModify":1749132265056,"author":{"id":"3558090050626478","authorId":"3558090050626478","name":"ano","avatar":"https://static.tigerbbs.com/0316dceb7ac825d6cef5ca8ed92d29f8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558090050626478","authorIdStr":"3558090050626478"},"themes":[],"htmlText":"89美元","listText":"89美元","text":"89美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442817855070448","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":519762839893376,"gmtCreate":1767916484888,"gmtModify":1767921870830,"author":{"id":"3558090050626478","authorId":"3558090050626478","name":"ano","avatar":"https://static.tigerbbs.com/0316dceb7ac825d6cef5ca8ed92d29f8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558090050626478","authorIdStr":"3558090050626478"},"themes":[],"title":"","htmlText":"互联网价格战野蛮对商业地产造成永久性折价","listText":"互联网价格战野蛮对商业地产造成永久性折价","text":"互联网价格战野蛮对商业地产造成永久性折价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519762839893376","repostId":"2601351494","repostType":2,"repost":{"id":"2601351494","kind":"news","pubTimestamp":1767860534,"share":"https://www.laohu8.com/m/news/2601351494?lang=zh_CN&edition=full","pubTime":"2026-01-08 16:22","market":"us","language":"zh","title":"不装了！阿里2026新目标：砸钱让淘宝闪购当一哥","url":"https://stock-news.laohu8.com/highlight/detail?id=2601351494","media":"雷科技","summary":"1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。","content":"<p>1月8日，<a href=\"https://laohu8.com/S/BABA\">阿里</a>扔出了个重磅消息：<strong>淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。</strong></p><p>这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、京东们开始倒吸凉气了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccb05ee17aebd9c65076c0b76af9c828\" tg-width=\"2277\" tg-height=\"1280\"></p><p>但要说<a href=\"https://laohu8.com/S/09988\">阿里</a>敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。</p><p>最早是<a href=\"https://laohu8.com/S/JD\">京东</a>先下场，紧接着<a href=\"https://laohu8.com/S/03690\">美团</a>、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励的时候，有测算说，<strong>美团和淘宝闪购两家加起来一天就能亏超10亿；</strong><a href=\"https://laohu8.com/S/GS\">高盛</a>更直接预测，这几家平台一年下来可能要烧掉近千亿。</p><p>当然烧钱的代价很快就显现出来了。<strong>2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。</strong>三家的现金流都受了不小影响，连线下实体店都被这场价格战波及，最后行业还因为恶性竞争被约谈了好几次。</p><p><strong>但即便如此，阿里作为互联网圈的“现金王”，到了季度末手里还有5700多亿现金，或许这就是它敢喊出“拿下市场绝对第一”的底气。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a73fa8c0d34b6765cb9239344867526\" tg-width=\"3992\" tg-height=\"2398\"></p><p>可能有人会问，淘宝闪购凭什么突然有这么大底气？其实看它2025年四季度的表现就知道了。</p><p>根据Q4前瞻纪要，去年四季度淘宝闪购的增长势头一直很猛，非餐即时零售业务推进得飞快，更关键的是，它的亏损收敛速度比竞争对手还快。尤其是12月那个季度的亮眼表现，直接让阿里下定决心要加码投入。</p><p>小雷看来，这背后有两个关键原因：</p><p><strong>一是业务结构在变好，</strong>现在高客单价订单占比越来越高，非茶饮类订单已经占到75%以上，这意味着它不再只靠低价补贴赚吆喝，而是往更健康的增长模式走。</p><p><strong>二是行业大环境给了机会，</strong>根据商务部研究院预测，2026年中国即时零售规模会突破1万亿元，到2030年更是能达到2万亿元。这么大的蛋糕，谁都想分最大的一块。</p><p><strong>现在阿里明确2026年的战略就是份额增长，坚定加大投入。用阿里中国电商事业群CEO蒋凡的话说，就是“不能抛开规模谈效率”。意思很明白：现阶段别跟我谈赚钱，先把地盘圈起来再说。</strong></p><p>现在的即时零售赛道，早就不是一家独大的局面了。之前有数据显示，美团目前还占据着42%的市场份额，是行业老大哥，而淘宝闪购的份额大概在30%左右，京东则不足10%。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。</p><p>到了2025年冬天，行业风向已经变了。之前各大平台疯狂烧钱打价格战，到了四季度，美团和阿里都默契地收缩了补贴，<strong>从“价格战”转向了“效率战”，</strong>没事什么事都不好像以前一样烧钱玩。这种情况下，淘宝闪购要冲第一，靠的就不是补贴，而是运营效率和用户粘性了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b615f5fab5588fd9772a52f7686d28b9\" tg-width=\"913\" tg-height=\"701\"></p><p><strong>只不过无论如何，这场“第一之争”最终受益的还是消费者。</strong>平台要抢份额，就会在配送时效、商品品类、服务质量上不断升级。比如现在淘宝闪购重点发力非餐零售，以后我们买日用百货、生鲜果蔬，不说会更便宜，但一定会有更多选择，配送也会更快。</p><p>小雷最后瞎聊几句。这种巨头烧钱大战，咱们一边蹭优惠一边看戏就好。但有个道理越来越清楚：<strong>在互联网的下半场，现金流才是<a href=\"https://laohu8.com/S/EDTK\">王道</a>。有粮的才能持续打仗，没粮的再猛的攻势也得歇菜。</strong></p><p>阿里现在敢这么搞，5700亿的现金储备就是它的底气。毕竟光靠补贴是走不远的，最后还得拼效率、拼生态、拼用户体验。谁能在烧钱之后，真正把用户留下来，那才是最后的赢家。</p>","source":"lsy1582507589608","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>不装了！阿里2026新目标：砸钱让淘宝闪购当一哥</title>\n<style 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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不装了！阿里2026新目标：砸钱让淘宝闪购当一哥\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 16:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是美团、京东们开始倒吸凉气了。但要说阿里敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601351494","content_text":"1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是美团、京东们开始倒吸凉气了。但要说阿里敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励的时候，有测算说，美团和淘宝闪购两家加起来一天就能亏超10亿；高盛更直接预测，这几家平台一年下来可能要烧掉近千亿。当然烧钱的代价很快就显现出来了。2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。三家的现金流都受了不小影响，连线下实体店都被这场价格战波及，最后行业还因为恶性竞争被约谈了好几次。但即便如此，阿里作为互联网圈的“现金王”，到了季度末手里还有5700多亿现金，或许这就是它敢喊出“拿下市场绝对第一”的底气。可能有人会问，淘宝闪购凭什么突然有这么大底气？其实看它2025年四季度的表现就知道了。根据Q4前瞻纪要，去年四季度淘宝闪购的增长势头一直很猛，非餐即时零售业务推进得飞快，更关键的是，它的亏损收敛速度比竞争对手还快。尤其是12月那个季度的亮眼表现，直接让阿里下定决心要加码投入。小雷看来，这背后有两个关键原因：一是业务结构在变好，现在高客单价订单占比越来越高，非茶饮类订单已经占到75%以上，这意味着它不再只靠低价补贴赚吆喝，而是往更健康的增长模式走。二是行业大环境给了机会，根据商务部研究院预测，2026年中国即时零售规模会突破1万亿元，到2030年更是能达到2万亿元。这么大的蛋糕，谁都想分最大的一块。现在阿里明确2026年的战略就是份额增长，坚定加大投入。用阿里中国电商事业群CEO蒋凡的话说，就是“不能抛开规模谈效率”。意思很明白：现阶段别跟我谈赚钱，先把地盘圈起来再说。现在的即时零售赛道，早就不是一家独大的局面了。之前有数据显示，美团目前还占据着42%的市场份额，是行业老大哥，而淘宝闪购的份额大概在30%左右，京东则不足10%。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。到了2025年冬天，行业风向已经变了。之前各大平台疯狂烧钱打价格战，到了四季度，美团和阿里都默契地收缩了补贴，从“价格战”转向了“效率战”，没事什么事都不好像以前一样烧钱玩。这种情况下，淘宝闪购要冲第一，靠的就不是补贴，而是运营效率和用户粘性了。只不过无论如何，这场“第一之争”最终受益的还是消费者。平台要抢份额，就会在配送时效、商品品类、服务质量上不断升级。比如现在淘宝闪购重点发力非餐零售，以后我们买日用百货、生鲜果蔬，不说会更便宜，但一定会有更多选择，配送也会更快。小雷最后瞎聊几句。这种巨头烧钱大战，咱们一边蹭优惠一边看戏就好。但有个道理越来越清楚：在互联网的下半场，现金流才是王道。有粮的才能持续打仗，没粮的再猛的攻势也得歇菜。阿里现在敢这么搞，5700亿的现金储备就是它的底气。毕竟光靠补贴是走不远的，最后还得拼效率、拼生态、拼用户体验。谁能在烧钱之后，真正把用户留下来，那才是最后的赢家。","news_type":1,"symbols_score_info":{"BABA":1.95,"09988":1.95}},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511277936783824,"gmtCreate":1765850695296,"gmtModify":1765851850716,"author":{"id":"3558090050626478","authorId":"3558090050626478","name":"ano","avatar":"https://static.tigerbbs.com/0316dceb7ac825d6cef5ca8ed92d29f8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558090050626478","authorIdStr":"3558090050626478"},"themes":[],"title":"","htmlText":"这个历史新高怎么算的啊","listText":"这个历史新高怎么算的啊","text":"这个历史新高怎么算的啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511277936783824","repostId":"2591763106","repostType":2,"repost":{"id":"2591763106","kind":"news","pubTimestamp":1765847321,"share":"https://www.laohu8.com/m/news/2591763106?lang=zh_CN&edition=full","pubTime":"2025-12-16 09:08","market":"us","language":"zh","title":"特斯拉股价创历史新高，人形机器人或迎来商业化元年","url":"https://stock-news.laohu8.com/highlight/detail?id=2591763106","media":"腾讯自选股综合","summary":"隔夜特斯拉股价创下历史新高。分析认为，此次股价突破核心逻辑包括公司人形机器人Optimus进展超预期及行业政策红利催化。产业链方面，人形机器人成本70%集中于上游核心部件，执行器、精密电机、减速器及传感器为核心增量环节，其中特斯拉Optimus单手需26个执行器，双手共需50多个微型丝杠，相关零部件供应商将直接受益于量产落地。","content":"<html><body><article><p>隔夜<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价创下历史新高。</p><p>分析认为，此次股价突破核心逻辑包括公司人形机器人Optimus进展超预期及行业政策红利催化。马斯克此前披露，Optimus计划2025年底部署数千台至旗下工厂，4-5年内实现百万台年产能，弗里蒙特工厂试生产线已正式曝光。</p><p>相较于此前仅聚焦技术展示，此次增量信息集中于量产落地推进：供应链订单落地、检测标准明确及2026年一季度Gen3机器人发布计划，标志着项目从研发阶段迈入规模化生产筹备期。</p><p><a href=\"https://laohu8.com/S/600958\">东方证券</a>表示，美国或加码人形机器人产业政策支持，特斯拉作为行业标杆，其量产进展将带动全产业链加速发展，当前核心部件供应链建设已进入关键阶段，增量环节价值量显著提升。</p><p>华龙证券认为，Optimus跑步视频的发布验证了核心技术成熟度，人形机器人已从实验室走向实际应用，随着电机、齿轮箱等专属部件量产，设计增量环节将迎来确定性机会，行业成长逻辑从概念转向业绩兑现。</p><p>产业链方面，人形机器人成本70%集中于上游核心部件，执行器、精密电机、减速器及传感器为核心增量环节，其中特斯拉Optimus单手需26个执行器，双手共需50多个微型丝杠，相关零部件供应商将直接受益于量产落地。</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>特斯拉股价创历史新高，人形机器人或迎来商业化元年</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216090740a45003b4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4516":"特朗普概念","TSYW.SI":"TESLA 3xLongSG261006","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4592":"伊斯兰概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4612":"AI芯片","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) 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