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2025-06-23

有什么用

阿里巴巴：6月20日于纽约证券交易所回购70.56万股，耗资约1000万美元。

2025-05-28

$阿里巴巴(BABA)$ 天天跌

2025-05-27

Sap是哪里的公司

SAP与阿里巴巴达成战略合作，加速AI驱动的数字化转型

2025-05-23

是什么东西下跌？

【阿里巴巴BABA 3.25 02/09/61价格下跌1.275%报58.660】5月23日由阿里巴巴发行的BABA 3.25 02/09/61现价58.660下跌-1.275%收益率6.107%。

2025-05-07

要乘以8的，一样的

阿里巴巴回购62万股金额999万美元

2025-04-15

长期看好港股是绝对的正确

2025-04-05

$阿里巴巴(BABA)$ 机会

2025-04-04

$阿里巴巴(BABA)$ 支付宝不缺钱

2025-04-04

$阿里巴巴(BABA)$ 多

2025-04-04

$阿里巴巴(BABA)$ 绝对涨

2025-03-29

$阿里巴巴(BABA)$ 长期看好

2025-03-27

上过学么，乱写

电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长

2025-03-27

阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。约等于半拼多多，乱写，拼多多明明3000多亿

电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长

2025-03-26

阿里发力啊，跌148到132啊

宝马宣布与阿里达成AI领域战略合作共同研发大模型

2025-03-26

会涨，阿里云，ai.金融，电商都牛逼，特能盈利

2025-03-08

$阿里巴巴(BABA)$ 发力

2025-03-08

阿里多少位，没说呀

最新全球消费级AI应用排名：中国公司深度求索、阿里、美图上榜

2025-03-07

$阿里巴巴(BABA)$ 啊

2025-03-07

$阿里巴巴(BABA)$ 多

2025-02-25

$拼多多(PDD)$ 买了，中概一片大涨

去老虎APP查看更多动态

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天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439913845797672","isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439582372426104,"gmtCreate":1748348017359,"gmtModify":1748348019426,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"Sap是哪里的公司","listText":"Sap是哪里的公司","text":"Sap是哪里的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/439582372426104","repostId":"1167008820","repostType":2,"repost":{"id":"1167008820","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748336789,"share":"https://www.laohu8.com/m/news/1167008820?lang=zh_CN&edition=full","pubTime":"2025-05-27 17:06","market":"us","language":"zh","title":"SAP与阿里巴巴达成战略合作，加速AI驱动的数字化转型","url":"https://stock-news.laohu8.com/highlight/detail?id=1167008820","media":"老虎资讯综合","summary":"初期聚焦于中国市场，并逐步扩展。","content":"<html><head></head><body><p>阿里巴巴集团与SAP宣布达成战略合作，将SAP行业领先的企业级软件与阿里云基础设施及AI能力结合，加速企业客户的创新和数字化转型。SAP将探索接入通义千问大模型，并支持企业在阿里云上部署SAP ERP云及SAP ERP私有云版本。双方将共同扩展企业级市场客户，初期聚焦于中国市场，并逐步扩展至东南亚、中东和非洲。</p><p>作为SAP超大规模云服务提供商，阿里云将支持企业部署SAP ERP云上及SAP ERP私有云版本，为各行各业的企业级客户提供可扩展、安全且智能的解决方案。企业能够部署“SAP集成业务计划云”，并开启RISE with SAP和GROW with SAP旅程。阿里云也将加入最新的 SAP 基础设施即服务（IaaS）认证计划，全面支持客户运行 SAP 企业解决方案。</p><p>该合作还在企业级AI方面迈出重要一步。SAP探索将通义千问大模型接入SAP AI Core中的生成式AI Hub， 使企业客户可以在SAP应用及定制AI应用中使用本地化生成式AI功能。</p><p>同时，阿里巴巴集团还计划部署SAP 商业AI、SAP业务技术云平台（BTP）、SAP采购云（Ariba）、SAP集成业务计划云（Integrated Business Planning）、SAP HR云（SuccessFactors）、SAP 费用管理云（Concur）和SAP Emarsys解决方案，进一步优化企业基础设施。</p><p>“与 SAP 的合作，进一步增强了我们用世界级技术赋能全球企业的决心。”阿里巴巴集团董事会主席蔡崇信表示，“通过将 SAP 的企业级软件与阿里云强大的基础设施和AI能力结合，我们正在助力客户打造更智能、更敏捷的运营体系。”</p><p>SAP全球CEO柯睿安（Christian Klein）表示：“与阿里巴巴集团的这样具有全球影响力的知名品牌携手合作，是对 SAP 云解决方案实力与灵活性的有力印证。我们的联合市场拓展战略将为企业打开新局面，为他们的带来全方位的工具与服务。我们期待与阿里巴巴携手，帮助双方共同的客户推动创新、优化运营表现、打造竞争优势，共同引领云技术驱动的数字化转型未来。”</p></body></html>","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>SAP与阿里巴巴达成战略合作，加速AI驱动的数字化转型</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\">\nSAP与阿里巴巴达成战略合作，加速AI驱动的数字化转型\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-27 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿里巴巴集团与SAP宣布达成战略合作，将SAP行业领先的企业级软件与阿里云基础设施及AI能力结合，加速企业客户的创新和数字化转型。SAP将探索接入通义千问大模型，并支持企业在阿里云上部署SAP ERP云及SAP ERP私有云版本。双方将共同扩展企业级市场客户，初期聚焦于中国市场，并逐步扩展至东南亚、中东和非洲。</p><p>作为SAP超大规模云服务提供商，阿里云将支持企业部署SAP ERP云上及SAP ERP私有云版本，为各行各业的企业级客户提供可扩展、安全且智能的解决方案。企业能够部署“SAP集成业务计划云”，并开启RISE with SAP和GROW with SAP旅程。阿里云也将加入最新的 SAP 基础设施即服务（IaaS）认证计划，全面支持客户运行 SAP 企业解决方案。</p><p>该合作还在企业级AI方面迈出重要一步。SAP探索将通义千问大模型接入SAP AI Core中的生成式AI Hub， 使企业客户可以在SAP应用及定制AI应用中使用本地化生成式AI功能。</p><p>同时，阿里巴巴集团还计划部署SAP 商业AI、SAP业务技术云平台（BTP）、SAP采购云（Ariba）、SAP集成业务计划云（Integrated Business Planning）、SAP HR云（SuccessFactors）、SAP 费用管理云（Concur）和SAP Emarsys解决方案，进一步优化企业基础设施。</p><p>“与 SAP 的合作，进一步增强了我们用世界级技术赋能全球企业的决心。”阿里巴巴集团董事会主席蔡崇信表示，“通过将 SAP 的企业级软件与阿里云强大的基础设施和AI能力结合，我们正在助力客户打造更智能、更敏捷的运营体系。”</p><p>SAP全球CEO柯睿安（Christian Klein）表示：“与阿里巴巴集团的这样具有全球影响力的知名品牌携手合作，是对 SAP 云解决方案实力与灵活性的有力印证。我们的联合市场拓展战略将为企业打开新局面，为他们的带来全方位的工具与服务。我们期待与阿里巴巴携手，帮助双方共同的客户推动创新、优化运营表现、打造竞争优势，共同引领云技术驱动的数字化转型未来。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d31fa93c8e44535b9138318f9714cca","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","SAP":"SAP SE"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167008820","content_text":"阿里巴巴集团与SAP宣布达成战略合作，将SAP行业领先的企业级软件与阿里云基础设施及AI能力结合，加速企业客户的创新和数字化转型。SAP将探索接入通义千问大模型，并支持企业在阿里云上部署SAP ERP云及SAP ERP私有云版本。双方将共同扩展企业级市场客户，初期聚焦于中国市场，并逐步扩展至东南亚、中东和非洲。作为SAP超大规模云服务提供商，阿里云将支持企业部署SAP ERP云上及SAP ERP私有云版本，为各行各业的企业级客户提供可扩展、安全且智能的解决方案。企业能够部署“SAP集成业务计划云”，并开启RISE with SAP和GROW with SAP旅程。阿里云也将加入最新的 SAP 基础设施即服务（IaaS）认证计划，全面支持客户运行 SAP 企业解决方案。该合作还在企业级AI方面迈出重要一步。SAP探索将通义千问大模型接入SAP AI Core中的生成式AI Hub， 使企业客户可以在SAP应用及定制AI应用中使用本地化生成式AI功能。同时，阿里巴巴集团还计划部署SAP 商业AI、SAP业务技术云平台（BTP）、SAP采购云（Ariba）、SAP集成业务计划云（Integrated Business Planning）、SAP HR云（SuccessFactors）、SAP 费用管理云（Concur）和SAP Emarsys解决方案，进一步优化企业基础设施。“与 SAP 的合作，进一步增强了我们用世界级技术赋能全球企业的决心。”阿里巴巴集团董事会主席蔡崇信表示，“通过将 SAP 的企业级软件与阿里云强大的基础设施和AI能力结合，我们正在助力客户打造更智能、更敏捷的运营体系。”SAP全球CEO柯睿安（Christian Klein）表示：“与阿里巴巴集团的这样具有全球影响力的知名品牌携手合作，是对 SAP 云解决方案实力与灵活性的有力印证。我们的联合市场拓展战略将为企业打开新局面，为他们的带来全方位的工具与服务。我们期待与阿里巴巴携手，帮助双方共同的客户推动创新、优化运营表现、打造竞争优势，共同引领云技术驱动的数字化转型未来。”","news_type":1,"symbols_score_info":{"SAP":1.1,"BABA":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437963611938944,"gmtCreate":1747959870496,"gmtModify":1747959871887,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"是什么东西下跌？","listText":"是什么东西下跌？","text":"是什么东西下跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437963611938944","repostId":"2537922361","repostType":2,"repost":{"id":"2537922361","kind":"news","pubTimestamp":1747944286,"share":"https://www.laohu8.com/m/news/2537922361?lang=zh_CN&edition=full","pubTime":"2025-05-23 04:04","market":"hk","language":"zh","title":"【阿里巴巴BABA 3.25 02/09/61价格下跌1.275%报58.660】5月23日由阿里巴巴发行的BABA 3.25 02/09/61现价58.660下跌-1.275%收益率6.107%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2537922361","media":"金融界","summary":"5月23日由阿里巴巴发行的BABA 3.25 02/09/61现价58.660下跌-1.275%收益率6.107%。","content":"<html><body><div>5月23日由<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>发行的BABA 3.25 02/09/61现价58.660下跌-1.275%收益率6.107%。</div></body></html>","source":"jinrongjie_stock","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>【阿里巴巴BABA 3.25 02/09/61价格下跌1.275%报58.660】5月23日由阿里巴巴发行的BABA 3.25 02/09/61现价58.660下跌-1.275%收益率6.107%。</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; 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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【阿里巴巴BABA 3.25 02/09/61价格下跌1.275%报58.660】5月23日由阿里巴巴发行的BABA 3.25 02/09/61现价58.660下跌-1.275%收益率6.107%。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-23 04:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://24h.jrj.com.cn/2025/05/23040450602615.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月23日由阿里巴巴发行的BABA 3.25 02/09/61现价58.660下跌-1.275%收益率6.107%。</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/05/23040450602615.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4524":"宅经济概念","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4581":"高盛持仓","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4543":"AI","BK4526":"热门中概股","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","09988":"阿里巴巴-W","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) 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02/09/61现价58.660下跌-1.275%收益率6.107%。","news_type":1,"symbols_score_info":{"09988":0.6,"ALBmain":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432499189608904,"gmtCreate":1746624049548,"gmtModify":1746624051398,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"要乘以8的，一样的","listText":"要乘以8的，一样的","text":"要乘以8的，一样的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/432499189608904","repostId":"2533863919","repostType":2,"repost":{"id":"2533863919","kind":"news","pubTimestamp":1746616223,"share":"https://www.laohu8.com/m/news/2533863919?lang=zh_CN&edition=full","pubTime":"2025-05-07 19:10","market":"us","language":"zh","title":"阿里巴巴回购62万股 金额999万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533863919","media":"财中社","summary":"5月7日，阿里巴巴（09988/89988/BABA）发布公告，公司于2025年5月6日在纽约证券交易所回购股份62万股，回购价格在15.94美元至16.21美元之间，合计付出金额999万美元。根据回购授权的决议，公司可回购的股份总数为18.74亿股，已回购股份3.17亿股，占回购授权决议通过时已发行股份的1.69%。","content":"<html><body><article><p>5月7日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（09988/89988/BABA）发布公告，公司于2025年5月6日在纽约证券交易所<span>回购</span>股份62万股，回购价格在15.94美元至16.21美元之间，合计付出金额999万美元。</p><p>根据回购授权的决议，公司可回购的股份总数为18.74亿股，已回购股份3.17亿股，占回购授权决议通过时已发行股份的1.69%。</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>阿里巴巴回购62万股 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505071911159751df56&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":{"LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4220":"综合零售","BK4524":"宅经济概念","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4554":"元宇宙及AR概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","BK4543":"AI","BK4527":"明星科技股","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4531":"中概回港概念","BK4526":"热门中概股","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","09988":"阿里巴巴-W","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4585":"ETF&股票定投概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" 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绝对涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420520985362632","isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418371451211984,"gmtCreate":1743182733638,"gmtModify":1743182734843,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看好","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看好","text":"$阿里巴巴(BABA)$ 长期看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418371451211984","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417658902372472,"gmtCreate":1743009201384,"gmtModify":1743009203439,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"上过学么，乱写","listText":"上过学么，乱写","text":"上过学么，乱写","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417658902372472","repostId":"2521326247","repostType":2,"repost":{"id":"2521326247","kind":"news","pubTimestamp":1742692500,"share":"https://www.laohu8.com/m/news/2521326247?lang=zh_CN&edition=full","pubTime":"2025-03-23 09:15","market":"sh","language":"zh","title":"电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2521326247","media":"TechWeb","summary":"　　过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。这些都在财报中有所体现。　　3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季业绩，年报数据暂不完整。　　拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。","content":"<html><head></head><body><p>来源：TechWeb</p><p>过去一年，电商“三巨头”动作不断。<a href=\"https://laohu8.com/S/JD\">京东</a>坚持低价，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。</p><p>3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。</p><p>2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？</p><h2 id=\"id_1988428463\">京东营收突破1.15万亿 拼多多增速远超“猫狗”</h2><p>总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。</p><p>阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cc3326caa4cd1c4176f4aba46b69c8c\" tg-width=\"550\" tg-height=\"167\"/></p><p>“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。</p><p>无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。</p><p>2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82e35bc8369f574a28d9c161ee88fc24\" tg-width=\"550\" tg-height=\"299\"/></p><p>此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。</p><p>具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。</p><p>2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。</p><p>京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。</p><h2 id=\"id_2431792391\">日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍</h2><p>净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。</p><p>Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。</p><p>整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。</p><p>京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”</p><p>三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”</p><p>京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。</p><p>拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8ed9b5fedbeac3ee9a1695a106aace2\" tg-width=\"550\" tg-height=\"311\"/></p><p>拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。</p><h2 id=\"id_3504592953\">电商格局洗牌 抖音电商市场份额升至行业第三</h2><p>中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。</p><p>据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。</p><p>2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。</p><p>需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与<a href=\"https://laohu8.com/S/02618\">京东物流</a>、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。</p><p>正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”</p><p>京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。</p><p>相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。</p><p><strong>写在最后：</strong></p><p>总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。</p><p>阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。</p><p>可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。</p><p>新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</p><p>海量资讯、精准解读，尽在新浪财经APP</p></body></html>","source":"sina","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\" 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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电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 09:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/289b82a155026055831ebe486b902c66","relate_stocks":{"BABA":"阿里巴巴","PK":"Park Hotels & Resorts Inc.","JD":"京东","09618":"京东集团-SW","PDD":"拼多多"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2521326247","content_text":"来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？京东营收突破1.15万亿 拼多多增速远超“猫狗”总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。电商格局洗牌 抖音电商市场份额升至行业第三中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。高盛报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与京东物流、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。写在最后：总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"09618":1,"BABA":1,"PDD":1,"JD":1,"PK":1}},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417660214522416,"gmtCreate":1743009176707,"gmtModify":1743009629387,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。约等于半拼多多，乱写，拼多多明明3000多亿","listText":"阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。约等于半拼多多，乱写，拼多多明明3000多亿","text":"阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。约等于半拼多多，乱写，拼多多明明3000多亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417660214522416","repostId":"2521326247","repostType":2,"repost":{"id":"2521326247","kind":"news","pubTimestamp":1742692500,"share":"https://www.laohu8.com/m/news/2521326247?lang=zh_CN&edition=full","pubTime":"2025-03-23 09:15","market":"sh","language":"zh","title":"电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2521326247","media":"TechWeb","summary":"　　过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。这些都在财报中有所体现。　　3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季业绩，年报数据暂不完整。　　拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。","content":"<html><head></head><body><p>来源：TechWeb</p><p>过去一年，电商“三巨头”动作不断。<a href=\"https://laohu8.com/S/JD\">京东</a>坚持低价，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。</p><p>3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。</p><p>2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？</p><h2 id=\"id_1988428463\">京东营收突破1.15万亿 拼多多增速远超“猫狗”</h2><p>总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。</p><p>阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cc3326caa4cd1c4176f4aba46b69c8c\" tg-width=\"550\" tg-height=\"167\"/></p><p>“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。</p><p>无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。</p><p>2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82e35bc8369f574a28d9c161ee88fc24\" tg-width=\"550\" tg-height=\"299\"/></p><p>此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。</p><p>具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。</p><p>2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。</p><p>京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。</p><h2 id=\"id_2431792391\">日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍</h2><p>净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。</p><p>Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。</p><p>整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。</p><p>京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”</p><p>三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”</p><p>京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。</p><p>拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8ed9b5fedbeac3ee9a1695a106aace2\" tg-width=\"550\" tg-height=\"311\"/></p><p>拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。</p><h2 id=\"id_3504592953\">电商格局洗牌 抖音电商市场份额升至行业第三</h2><p>中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。</p><p>据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。</p><p>2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。</p><p>需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与<a href=\"https://laohu8.com/S/02618\">京东物流</a>、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。</p><p>正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”</p><p>京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。</p><p>相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。</p><p><strong>写在最后：</strong></p><p>总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。</p><p>阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。</p><p>可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。</p><p>新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</p><p>海量资讯、精准解读，尽在新浪财经APP</p></body></html>","source":"sina","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\" 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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电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 09:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/289b82a155026055831ebe486b902c66","relate_stocks":{"BABA":"阿里巴巴","PK":"Park Hotels & Resorts Inc.","JD":"京东","09618":"京东集团-SW","PDD":"拼多多"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2521326247","content_text":"来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？京东营收突破1.15万亿 拼多多增速远超“猫狗”总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。电商格局洗牌 抖音电商市场份额升至行业第三中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。高盛报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与京东物流、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。写在最后：总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"09618":1,"BABA":1,"PDD":1,"JD":1,"PK":1}},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417736115749112,"gmtCreate":1742985548299,"gmtModify":1742985550447,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"阿里发力啊，跌148到132啊","listText":"阿里发力啊，跌148到132啊","text":"阿里发力啊，跌148到132啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417736115749112","repostId":"2522920378","repostType":2,"repost":{"id":"2522920378","kind":"news","pubTimestamp":1742955900,"share":"https://www.laohu8.com/m/news/2522920378?lang=zh_CN&edition=full","pubTime":"2025-03-26 10:25","market":"hk","language":"zh","title":"宝马宣布与阿里达成AI领域战略合作 共同研发大模型","url":"https://stock-news.laohu8.com/highlight/detail?id=2522920378","media":"CNMO","summary":"宝马宣布与阿里达成AI领域战略合作 共同研发大模型3月26日，宝马集团宣布与阿里巴巴达成AI领域战略合作。宝马表示，正推进与中国的深度合作，从“在中国制造”转向“在中国共创”，以更好地满足客户需求。此外，宝马中国也与华为终端联合宣布达成战略合作，双方将基于HarmonyOS NEXT系统共同开发智能应用生态。目前，宝马集团已宣布在中国启动360全链AI战略，涵盖提升用户体验、赋能业务流程、供应链合作和AI企业理念等方面。","content":"<p>宝马宣布与阿里达成AI领域战略合作 共同研发大模型</p><p>【CNMO科技消息】3月26日，宝马集团宣布与<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>达成AI领域战略合作。双方将借助先进的软件架构和跨域数据源智能网络，提升客户体验，打造更强大的车载体验。宝马表示，正推进与中国的深度合作，从“在中国制造”转向“在中国共创”，以更好地满足客户需求。双方将共同在AI大语言模型和智能语音交互领域展开研发。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15f6f4f47e10c2fa6e6b2d5e940248e0\" tg-width=\"600\" tg-height=\"410\"></p><h2 id=\"id_1618642603\"></h2><p>据悉，全新BMW智能个人助理将融合宝马和阿里巴巴共同研发的大语言模型，能更快更精准地响应复杂语音指令。</p><p>此外，宝马中国也与华为终端联合宣布达成战略合作，双方将基于HarmonyOS NEXT系统共同开发智能应用生态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb36eb9f64d7428cf01817917ae66a4b\" tg-width=\"600\" tg-height=\"397\"></p><h2 id=\"id_1856589865\"></h2><p>目前，宝马集团已宣布在中国启动360全链AI战略，涵盖提升用户体验、赋能业务流程、供应链合作和AI企业理念等方面。2026年，首款国产新世代车型将搭载AI大语言模型和AI智能体。宝马集团透露，该车型将首次以AI大语言模型赋能全新BMW智能个人助理，把AI智能体引入座舱，还将首次推出主动交互推荐功能。基于技术开放性路线，这些AI技术和体验将覆盖宝马全动力系统和全车型阵列。</p><p>宝马集团大中华区总裁兼首席执行官高翔称：“作为现阶段AI战略的中心任务，宝马集团将在新世代技术集群的基础上持续创新，不断完善和丰富中国用户的全场景智能体验。”</p>","source":"sina_tech","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>宝马宣布与阿里达成AI领域战略合作 共同研发大模型</title>\n<style 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href=\"https://tech.sina.cn/mobile/xp/2025-03-26/detail-ineqxyiq6181439.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20250326/210/w600h410/20250326/f3b6-32b1b3faad53ebf1761880e2065778ee.png/w120h90l50t14f0.jpg","relate_stocks":{"LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4538":"云计算","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4614":"Manus概念股","BK4579":"人工智能","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4548":"巴美列捷福持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 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共同研发大模型【CNMO科技消息】3月26日，宝马集团宣布与阿里巴巴达成AI领域战略合作。双方将借助先进的软件架构和跨域数据源智能网络，提升客户体验，打造更强大的车载体验。宝马表示，正推进与中国的深度合作，从“在中国制造”转向“在中国共创”，以更好地满足客户需求。双方将共同在AI大语言模型和智能语音交互领域展开研发。据悉，全新BMW智能个人助理将融合宝马和阿里巴巴共同研发的大语言模型，能更快更精准地响应复杂语音指令。此外，宝马中国也与华为终端联合宣布达成战略合作，双方将基于HarmonyOS NEXT系统共同开发智能应用生态。目前，宝马集团已宣布在中国启动360全链AI战略，涵盖提升用户体验、赋能业务流程、供应链合作和AI企业理念等方面。2026年，首款国产新世代车型将搭载AI大语言模型和AI智能体。宝马集团透露，该车型将首次以AI大语言模型赋能全新BMW智能个人助理，把AI智能体引入座舱，还将首次推出主动交互推荐功能。基于技术开放性路线，这些AI技术和体验将覆盖宝马全动力系统和全车型阵列。宝马集团大中华区总裁兼首席执行官高翔称：“作为现阶段AI战略的中心任务，宝马集团将在新世代技术集群的基础上持续创新，不断完善和丰富中国用户的全场景智能体验。”","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417635826757720,"gmtCreate":1742960917832,"gmtModify":1742965440907,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"会涨，阿里云，ai.金融，电商都牛逼，特能盈利","listText":"会涨，阿里云，ai.金融，电商都牛逼，特能盈利","text":"会涨，阿里云，ai.金融，电商都牛逼，特能盈利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417635826757720","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410978514452944,"gmtCreate":1741370142677,"gmtModify":1741370144061,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"<a 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发力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410978514452944","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410972429672800,"gmtCreate":1741368702474,"gmtModify":1741368961874,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"阿里多少位，没说呀","listText":"阿里多少位，没说呀","text":"阿里多少位，没说呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410972429672800","repostId":"2517367144","repostType":2,"repost":{"id":"2517367144","kind":"news","pubTimestamp":1741355820,"share":"https://www.laohu8.com/m/news/2517367144?lang=zh_CN&edition=full","pubTime":"2025-03-07 21:57","market":"hk","language":"zh","title":"最新全球消费级AI应用排名：中国公司深度求索、阿里、美图上榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2517367144","media":"大众证券报","summary":"本报综合消息 3月7日，全球知名风投机构Andreessen Horowitz发布最新全球消费级AI应用排名，包括深度求索、字节跳动、阿里、美图等多家中国公司的产品登榜。在移动端AI应用排行榜中，美图公司旗下的美图秀秀、BeautyPlus分别排在第17位和第20位。据悉，a16z发布的榜单每半年更新一次，分别是基于Similarweb月独立访问量排名评选前50大AI原生网页产品，基于Sensor Tower月活跃用户排名评选前50大AI原生移动应用。","content":"<html><body><article><p>本报综合消息 3月7日，全球知名风投机构Andreessen Horowitz(下称“a16z”)发布最新全球消费级AI应用排名，包括深度求索、字节跳动、阿里、美图等多家中国公司的产品登榜。</p><p>在移动端AI应用排行榜中，<a href=\"https://laohu8.com/S/01357\">美图公司</a>旗下的美图秀秀、BeautyPlus分别排在第17位和第20位。字节跳动的豆包排在第7位，深度求索的DeepSeek排在第14位。</p><p>在网页端AI应用排行榜中，深度求索旗下的DeepSeek排在全球第2名，仅次于ChatGPT。此外，字节跳动、月之暗面、MiniMax、快手的产品也都进入了前20位。</p><p>榜单发起者a16z表示，如今是“创造者的时代”，AI原生产品正以前所未有的速度扩张，并在用户体验和参与度上取得显著突破。a16z还提示说，市场竞争已进入白热化阶段，与此同时，AI公司的收入模式正在成型，将从“技术探索”阶段进入“商业落地”阶段。</p><p>据悉，a16z发布的榜单每半年更新一次，分别是基于Similarweb月独立访问量排名评选前50大AI原生网页产品，基于Sensor Tower月活跃用户排名评选前50大AI原生移动应用。</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>最新全球消费级AI应用排名：中国公司深度求索、阿里、美图上榜</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; 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class=\"title\">\n最新全球消费级AI应用排名：中国公司深度求索、阿里、美图上榜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-07 21:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250307222840963d89db&s=b><strong>大众证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报综合消息 3月7日，全球知名风投机构Andreessen Horowitz(下称“a16z”)发布最新全球消费级AI应用排名，包括深度求索、字节跳动、阿里、美图等多家中国公司的产品登榜。在移动端AI应用排行榜中，美图公司旗下的美图秀秀、BeautyPlus分别排在第17位和第20位。字节跳动的豆包排在第7位，深度求索的DeepSeek排在第14位。在网页端AI应用排行榜中，深度求索旗下的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250307222840963d89db&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":{"89988":"阿里巴巴-WR","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU1251922891.USD":"NINETY ONE GSF 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Tower月活跃用户排名评选前50大AI原生移动应用。</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>最新全球消费级AI应用排名：中国公司深度求索、阿里、美图上榜</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; 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class=\"title\">\n最新全球消费级AI应用排名：中国公司深度求索、阿里、美图上榜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-07 21:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250307222840963d89db&s=b><strong>大众证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报综合消息 3月7日，全球知名风投机构Andreessen Horowitz(下称“a16z”)发布最新全球消费级AI应用排名，包括深度求索、字节跳动、阿里、美图等多家中国公司的产品登榜。在移动端AI应用排行榜中，美图公司旗下的美图秀秀、BeautyPlus分别排在第17位和第20位。字节跳动的豆包排在第7位，深度求索的DeepSeek排在第14位。在网页端AI应用排行榜中，深度求索旗下的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250307222840963d89db&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":{"89988":"阿里巴巴-WR","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU1251922891.USD":"NINETY ONE GSF 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啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410890315931888","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407459191771640,"gmtCreate":1740495911086,"gmtModify":1740497481629,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>买了，中概一片大涨","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>买了，中概一片大涨","text":"$拼多多(PDD)$ 买了，中概一片大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407459191771640","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432499189608904,"gmtCreate":1746624049548,"gmtModify":1746624051398,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"要乘以8的，一样的","listText":"要乘以8的，一样的","text":"要乘以8的，一样的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/432499189608904","repostId":"2533863919","repostType":2,"repost":{"id":"2533863919","kind":"news","pubTimestamp":1746616223,"share":"https://www.laohu8.com/m/news/2533863919?lang=zh_CN&edition=full","pubTime":"2025-05-07 19:10","market":"us","language":"zh","title":"阿里巴巴回购62万股 金额999万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533863919","media":"财中社","summary":"5月7日，阿里巴巴（09988/89988/BABA）发布公告，公司于2025年5月6日在纽约证券交易所回购股份62万股，回购价格在15.94美元至16.21美元之间，合计付出金额999万美元。根据回购授权的决议，公司可回购的股份总数为18.74亿股，已回购股份3.17亿股，占回购授权决议通过时已发行股份的1.69%。","content":"<html><body><article><p>5月7日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（09988/89988/BABA）发布公告，公司于2025年5月6日在纽约证券交易所<span>回购</span>股份62万股，回购价格在15.94美元至16.21美元之间，合计付出金额999万美元。</p><p>根据回购授权的决议，公司可回购的股份总数为18.74亿股，已回购股份3.17亿股，占回购授权决议通过时已发行股份的1.69%。</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>阿里巴巴回购62万股 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202505071911159751df56&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":{"LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4220":"综合零售","BK4524":"宅经济概念","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4554":"元宇宙及AR概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","BK4543":"AI","BK4527":"明星科技股","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4531":"中概回港概念","BK4526":"热门中概股","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","09988":"阿里巴巴-W","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4585":"ETF&股票定投概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" 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17:06","market":"us","language":"zh","title":"SAP与阿里巴巴达成战略合作，加速AI驱动的数字化转型","url":"https://stock-news.laohu8.com/highlight/detail?id=1167008820","media":"老虎资讯综合","summary":"初期聚焦于中国市场，并逐步扩展。","content":"<html><head></head><body><p>阿里巴巴集团与SAP宣布达成战略合作，将SAP行业领先的企业级软件与阿里云基础设施及AI能力结合，加速企业客户的创新和数字化转型。SAP将探索接入通义千问大模型，并支持企业在阿里云上部署SAP ERP云及SAP ERP私有云版本。双方将共同扩展企业级市场客户，初期聚焦于中国市场，并逐步扩展至东南亚、中东和非洲。</p><p>作为SAP超大规模云服务提供商，阿里云将支持企业部署SAP ERP云上及SAP ERP私有云版本，为各行各业的企业级客户提供可扩展、安全且智能的解决方案。企业能够部署“SAP集成业务计划云”，并开启RISE with SAP和GROW with SAP旅程。阿里云也将加入最新的 SAP 基础设施即服务（IaaS）认证计划，全面支持客户运行 SAP 企业解决方案。</p><p>该合作还在企业级AI方面迈出重要一步。SAP探索将通义千问大模型接入SAP AI Core中的生成式AI Hub， 使企业客户可以在SAP应用及定制AI应用中使用本地化生成式AI功能。</p><p>同时，阿里巴巴集团还计划部署SAP 商业AI、SAP业务技术云平台（BTP）、SAP采购云（Ariba）、SAP集成业务计划云（Integrated Business Planning）、SAP HR云（SuccessFactors）、SAP 费用管理云（Concur）和SAP Emarsys解决方案，进一步优化企业基础设施。</p><p>“与 SAP 的合作，进一步增强了我们用世界级技术赋能全球企业的决心。”阿里巴巴集团董事会主席蔡崇信表示，“通过将 SAP 的企业级软件与阿里云强大的基础设施和AI能力结合，我们正在助力客户打造更智能、更敏捷的运营体系。”</p><p>SAP全球CEO柯睿安（Christian 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17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿里巴巴集团与SAP宣布达成战略合作，将SAP行业领先的企业级软件与阿里云基础设施及AI能力结合，加速企业客户的创新和数字化转型。SAP将探索接入通义千问大模型，并支持企业在阿里云上部署SAP ERP云及SAP ERP私有云版本。双方将共同扩展企业级市场客户，初期聚焦于中国市场，并逐步扩展至东南亚、中东和非洲。</p><p>作为SAP超大规模云服务提供商，阿里云将支持企业部署SAP ERP云上及SAP ERP私有云版本，为各行各业的企业级客户提供可扩展、安全且智能的解决方案。企业能够部署“SAP集成业务计划云”，并开启RISE with SAP和GROW with SAP旅程。阿里云也将加入最新的 SAP 基础设施即服务（IaaS）认证计划，全面支持客户运行 SAP 企业解决方案。</p><p>该合作还在企业级AI方面迈出重要一步。SAP探索将通义千问大模型接入SAP AI Core中的生成式AI Hub， 使企业客户可以在SAP应用及定制AI应用中使用本地化生成式AI功能。</p><p>同时，阿里巴巴集团还计划部署SAP 商业AI、SAP业务技术云平台（BTP）、SAP采购云（Ariba）、SAP集成业务计划云（Integrated Business Planning）、SAP HR云（SuccessFactors）、SAP 费用管理云（Concur）和SAP Emarsys解决方案，进一步优化企业基础设施。</p><p>“与 SAP 的合作，进一步增强了我们用世界级技术赋能全球企业的决心。”阿里巴巴集团董事会主席蔡崇信表示，“通过将 SAP 的企业级软件与阿里云强大的基础设施和AI能力结合，我们正在助力客户打造更智能、更敏捷的运营体系。”</p><p>SAP全球CEO柯睿安（Christian Klein）表示：“与阿里巴巴集团的这样具有全球影响力的知名品牌携手合作，是对 SAP 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长期看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418371451211984","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417736115749112,"gmtCreate":1742985548299,"gmtModify":1742985550447,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"阿里发力啊，跌148到132啊","listText":"阿里发力啊，跌148到132啊","text":"阿里发力啊，跌148到132啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417736115749112","repostId":"2522920378","repostType":2,"repost":{"id":"2522920378","kind":"news","pubTimestamp":1742955900,"share":"https://www.laohu8.com/m/news/2522920378?lang=zh_CN&edition=full","pubTime":"2025-03-26 10:25","market":"hk","language":"zh","title":"宝马宣布与阿里达成AI领域战略合作 共同研发大模型","url":"https://stock-news.laohu8.com/highlight/detail?id=2522920378","media":"CNMO","summary":"宝马宣布与阿里达成AI领域战略合作 共同研发大模型3月26日，宝马集团宣布与阿里巴巴达成AI领域战略合作。宝马表示，正推进与中国的深度合作，从“在中国制造”转向“在中国共创”，以更好地满足客户需求。此外，宝马中国也与华为终端联合宣布达成战略合作，双方将基于HarmonyOS NEXT系统共同开发智能应用生态。目前，宝马集团已宣布在中国启动360全链AI战略，涵盖提升用户体验、赋能业务流程、供应链合作和AI企业理念等方面。","content":"<p>宝马宣布与阿里达成AI领域战略合作 共同研发大模型</p><p>【CNMO科技消息】3月26日，宝马集团宣布与<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>达成AI领域战略合作。双方将借助先进的软件架构和跨域数据源智能网络，提升客户体验，打造更强大的车载体验。宝马表示，正推进与中国的深度合作，从“在中国制造”转向“在中国共创”，以更好地满足客户需求。双方将共同在AI大语言模型和智能语音交互领域展开研发。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15f6f4f47e10c2fa6e6b2d5e940248e0\" tg-width=\"600\" tg-height=\"410\"></p><h2 id=\"id_1618642603\"></h2><p>据悉，全新BMW智能个人助理将融合宝马和阿里巴巴共同研发的大语言模型，能更快更精准地响应复杂语音指令。</p><p>此外，宝马中国也与华为终端联合宣布达成战略合作，双方将基于HarmonyOS NEXT系统共同开发智能应用生态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb36eb9f64d7428cf01817917ae66a4b\" tg-width=\"600\" tg-height=\"397\"></p><h2 id=\"id_1856589865\"></h2><p>目前，宝马集团已宣布在中国启动360全链AI战略，涵盖提升用户体验、赋能业务流程、供应链合作和AI企业理念等方面。2026年，首款国产新世代车型将搭载AI大语言模型和AI智能体。宝马集团透露，该车型将首次以AI大语言模型赋能全新BMW智能个人助理，把AI智能体引入座舱，还将首次推出主动交互推荐功能。基于技术开放性路线，这些AI技术和体验将覆盖宝马全动力系统和全车型阵列。</p><p>宝马集团大中华区总裁兼首席执行官高翔称：“作为现阶段AI战略的中心任务，宝马集团将在新世代技术集群的基础上持续创新，不断完善和丰富中国用户的全场景智能体验。”</p>","source":"sina_tech","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>宝马宣布与阿里达成AI领域战略合作 共同研发大模型</title>\n<style 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href=\"https://tech.sina.cn/mobile/xp/2025-03-26/detail-ineqxyiq6181439.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20250326/210/w600h410/20250326/f3b6-32b1b3faad53ebf1761880e2065778ee.png/w120h90l50t14f0.jpg","relate_stocks":{"LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4538":"云计算","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4614":"Manus概念股","BK4579":"人工智能","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4548":"巴美列捷福持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 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共同研发大模型【CNMO科技消息】3月26日，宝马集团宣布与阿里巴巴达成AI领域战略合作。双方将借助先进的软件架构和跨域数据源智能网络，提升客户体验，打造更强大的车载体验。宝马表示，正推进与中国的深度合作，从“在中国制造”转向“在中国共创”，以更好地满足客户需求。双方将共同在AI大语言模型和智能语音交互领域展开研发。据悉，全新BMW智能个人助理将融合宝马和阿里巴巴共同研发的大语言模型，能更快更精准地响应复杂语音指令。此外，宝马中国也与华为终端联合宣布达成战略合作，双方将基于HarmonyOS NEXT系统共同开发智能应用生态。目前，宝马集团已宣布在中国启动360全链AI战略，涵盖提升用户体验、赋能业务流程、供应链合作和AI企业理念等方面。2026年，首款国产新世代车型将搭载AI大语言模型和AI智能体。宝马集团透露，该车型将首次以AI大语言模型赋能全新BMW智能个人助理，把AI智能体引入座舱，还将首次推出主动交互推荐功能。基于技术开放性路线，这些AI技术和体验将覆盖宝马全动力系统和全车型阵列。宝马集团大中华区总裁兼首席执行官高翔称：“作为现阶段AI战略的中心任务，宝马集团将在新世代技术集群的基础上持续创新，不断完善和丰富中国用户的全场景智能体验。”","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417635826757720,"gmtCreate":1742960917832,"gmtModify":1742965440907,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"会涨，阿里云，ai.金融，电商都牛逼，特能盈利","listText":"会涨，阿里云，ai.金融，电商都牛逼，特能盈利","text":"会涨，阿里云，ai.金融，电商都牛逼，特能盈利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417635826757720","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449185258537008,"gmtCreate":1750690775786,"gmtModify":1750690777328,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"有什么用","listText":"有什么用","text":"有什么用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449185258537008","repostId":"2545413015","repostType":2,"repost":{"id":"2545413015","kind":"news","pubTimestamp":1750675454,"share":"https://www.laohu8.com/m/news/2545413015?lang=zh_CN&edition=full","pubTime":"2025-06-23 18:44","market":"hk","language":"zh","title":"阿里巴巴：6月20日于纽约证券交易所回购70.56万股，耗资约1000万美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2545413015","media":"金融界","summary":"阿里巴巴：6月20日于纽约证券交易所回购70.56万股，耗资约1000万美元。","content":"<html><body><div><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：6月20日于纽约<span>证券</span>交易所回购70.56万股，耗资约1000万美元。</div></body></html>","source":"jinrongjie_stock","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>阿里巴巴：6月20日于纽约证券交易所回购70.56万股，耗资约1000万美元。</title>\n<style 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href=\"https://24h.jrj.com.cn/2025/05/23040450602615.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4524":"宅经济概念","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4581":"高盛持仓","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4543":"AI","BK4526":"热门中概股","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","09988":"阿里巴巴-W","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) 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绝对涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420520985362632","isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417658902372472,"gmtCreate":1743009201384,"gmtModify":1743009203439,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"上过学么，乱写","listText":"上过学么，乱写","text":"上过学么，乱写","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417658902372472","repostId":"2521326247","repostType":2,"repost":{"id":"2521326247","kind":"news","pubTimestamp":1742692500,"share":"https://www.laohu8.com/m/news/2521326247?lang=zh_CN&edition=full","pubTime":"2025-03-23 09:15","market":"sh","language":"zh","title":"电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2521326247","media":"TechWeb","summary":"　　过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。这些都在财报中有所体现。　　3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季业绩，年报数据暂不完整。　　拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。","content":"<html><head></head><body><p>来源：TechWeb</p><p>过去一年，电商“三巨头”动作不断。<a href=\"https://laohu8.com/S/JD\">京东</a>坚持低价，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。</p><p>3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。</p><p>2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？</p><h2 id=\"id_1988428463\">京东营收突破1.15万亿 拼多多增速远超“猫狗”</h2><p>总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。</p><p>阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cc3326caa4cd1c4176f4aba46b69c8c\" tg-width=\"550\" tg-height=\"167\"/></p><p>“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。</p><p>无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。</p><p>2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82e35bc8369f574a28d9c161ee88fc24\" tg-width=\"550\" tg-height=\"299\"/></p><p>此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。</p><p>具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。</p><p>2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。</p><p>京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。</p><h2 id=\"id_2431792391\">日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍</h2><p>净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。</p><p>Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。</p><p>整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。</p><p>京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”</p><p>三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”</p><p>京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。</p><p>拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8ed9b5fedbeac3ee9a1695a106aace2\" tg-width=\"550\" tg-height=\"311\"/></p><p>拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。</p><h2 id=\"id_3504592953\">电商格局洗牌 抖音电商市场份额升至行业第三</h2><p>中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。</p><p>据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。</p><p>2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。</p><p>需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与<a href=\"https://laohu8.com/S/02618\">京东物流</a>、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。</p><p>正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”</p><p>京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。</p><p>相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。</p><p><strong>写在最后：</strong></p><p>总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。</p><p>阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。</p><p>可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。</p><p>新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</p><p>海量资讯、精准解读，尽在新浪财经APP</p></body></html>","source":"sina","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\" 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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电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 09:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/289b82a155026055831ebe486b902c66","relate_stocks":{"BABA":"阿里巴巴","PK":"Park Hotels & Resorts Inc.","JD":"京东","09618":"京东集团-SW","PDD":"拼多多"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2521326247","content_text":"来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？京东营收突破1.15万亿 拼多多增速远超“猫狗”总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。电商格局洗牌 抖音电商市场份额升至行业第三中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。高盛报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与京东物流、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。写在最后：总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"09618":1,"BABA":1,"PDD":1,"JD":1,"PK":1}},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417660214522416,"gmtCreate":1743009176707,"gmtModify":1743009629387,"author":{"id":"4202363395360702","authorId":"4202363395360702","name":"蟑螂56856","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202363395360702","authorIdStr":"4202363395360702"},"themes":[],"htmlText":"阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。约等于半拼多多，乱写，拼多多明明3000多亿","listText":"阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。约等于半拼多多，乱写，拼多多明明3000多亿","text":"阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。约等于半拼多多，乱写，拼多多明明3000多亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417660214522416","repostId":"2521326247","repostType":2,"repost":{"id":"2521326247","kind":"news","pubTimestamp":1742692500,"share":"https://www.laohu8.com/m/news/2521326247?lang=zh_CN&edition=full","pubTime":"2025-03-23 09:15","market":"sh","language":"zh","title":"电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2521326247","media":"TechWeb","summary":"　　过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。这些都在财报中有所体现。　　3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季业绩，年报数据暂不完整。　　拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。","content":"<html><head></head><body><p>来源：TechWeb</p><p>过去一年，电商“三巨头”动作不断。<a href=\"https://laohu8.com/S/JD\">京东</a>坚持低价，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。</p><p>3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。</p><p>2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？</p><h2 id=\"id_1988428463\">京东营收突破1.15万亿 拼多多增速远超“猫狗”</h2><p>总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。</p><p>阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cc3326caa4cd1c4176f4aba46b69c8c\" tg-width=\"550\" tg-height=\"167\"/></p><p>“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。</p><p>无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。</p><p>2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82e35bc8369f574a28d9c161ee88fc24\" tg-width=\"550\" tg-height=\"299\"/></p><p>此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。</p><p>具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。</p><p>2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。</p><p>京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。</p><h2 id=\"id_2431792391\">日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍</h2><p>净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。</p><p>Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。</p><p>整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。</p><p>京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”</p><p>三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”</p><p>京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。</p><p>拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8ed9b5fedbeac3ee9a1695a106aace2\" tg-width=\"550\" tg-height=\"311\"/></p><p>拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。</p><h2 id=\"id_3504592953\">电商格局洗牌 抖音电商市场份额升至行业第三</h2><p>中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。</p><p>据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。</p><p>2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。</p><p>需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与<a href=\"https://laohu8.com/S/02618\">京东物流</a>、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。</p><p>正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”</p><p>京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。</p><p>相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。</p><p><strong>写在最后：</strong></p><p>总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。</p><p>阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。</p><p>可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。</p><p>新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</p><p>海量资讯、精准解读，尽在新浪财经APP</p></body></html>","source":"sina","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\" 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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电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 09:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/289b82a155026055831ebe486b902c66","relate_stocks":{"BABA":"阿里巴巴","PK":"Park Hotels & Resorts Inc.","JD":"京东","09618":"京东集团-SW","PDD":"拼多多"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2521326247","content_text":"来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？京东营收突破1.15万亿 拼多多增速远超“猫狗”总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。电商格局洗牌 抖音电商市场份额升至行业第三中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。高盛报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与京东物流、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。写在最后：总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"09618":1,"BABA":1,"PDD":1,"JD":1,"PK":1}},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}