财报发布后，美团预告说今年一季度单均亏损将比四季度显著改善。代价是，美团在外卖市场的成交 额占比从常年超过 70% 收缩到 "稳定保持 60% 以上"。 不同于以往对手，阿里集团更坚决也更有钱，账上现金 4 倍于美团。阿里管理层在年初明确 2026 年 要继续 大投入淘宝闪购 "直至份额超过美团" ，其电商事业群 CEO 蒋凡 也在上周业绩会上重申坚定 投入淘宝闪购。 美团希望以更高效率消耗淘宝闪购的补贴，拖到阿里对持续亏损失去耐心。淘宝闪购则 效仿美团 ， 组建更大的骑手团队、覆盖全国市场以构成规模效应，提高配送效率。 美团一战再战，这一次的对手们比过去更有钱，也更有决心。 文 丨 沈方伟 管艺雯 编辑 丨 黄俊杰 "不可胜在己，可胜在敌。" 美团创始人、CEO 王兴曾引述孙子兵法说，美团没有打赢团购大战，是 对手把自己绊倒了。外卖大战一年后，这也是美团应对阿里的战略。 去年秋季补贴大战结束后，美团放弃和阿里全面拼订单量，更动态调整补贴、保高价值订单。 美团 3 月 26 日发布的 2025 年业绩显示， 其核心本地商业板块（外卖和到店）四季度经营亏损约 100 亿 元，比三季度少亏三成。 美团和阿里的敌人 ...

Welcome back to Market on Close. I'm Sam Bardis on the floor of the New York Stock Exchange. Joining us now, I'm very pleased to say, is Rah Matani who's the head of marketing and commercial strategy US at Alibaba.com. Ra, so nice of you to join the program. So this week you guys came out with your new AI agent, Axio. It's been described as like the chat GPT of sourcing. Just give us a sense of what exactly this is. Yeah, it's quite close to how you described it, Sam. But we've taken it a step further and l ...

Alibaba's Chief People Officer, Jiang Fang, sold 16,848 shares, indicating potential internal concerns amidst the company's stock decline.Susquehanna analyst maintains a Positive rating on Alibaba with a price target of $170, suggesting a substantial upside despite recent performance.Alibaba's strategic shift towards AI and cloud technologies aims to generate over $100 billion in annual revenue, highlighting its long-term growth focus despite current challenges.Alibaba Group Holding Ltd (NYSE:BABA) is a maj ...

Alibaba (BABA) isn’t having a great start to the year. Down about 15% on earnings, competition, and its recent failure to reassure markets that AI progress is outweighing weakness in other parts of its business, investors are turning away from BABA stock. www.barchart.com Granted, management just iterated a goal to generate more than $100 billion in annual revenue from its cloud and AI business over the next few years. Alibaba also reported cloud revenue growth of about 36% year-over-year (YOY) to $6.2 b ...

本文字数：811，阅读时长大约1分钟 作者 | 第一财经 陈杨园 "2025年，全国即时配送订单量首次超过600亿。"中国物流与采购联合会同城即时物流分会近日发布 《2026中国即时物流行业发展报告》，报告测算，2025年即时零售订单量增长25%，市场规模逼近 万亿元。 2026.03. 26 "即时零售已成为电商重要增长引擎，但要让即时零售能够持续带动电商增长，行业仍然要深耕供应 链、精细化履约、推进全域协同。"张毅表示。 报告显示，即时零售行业正在由餐饮延伸至商超、生鲜、药品等领域，3C、服饰等非标品的接入成 趋势。同时，外卖员作为新职业的社会认可度上升，调研数据显示，2025 年连续四个季度，骑士群 体中本地户籍（含本市城镇和本市农村）占比超过一半。 快速增长的即时零售行业从哪里找到增长，又面临哪些挑战？ 艾媒咨询集团CEO兼首席分析师张毅对记者分析，从艾媒CMDAS系统监测的市场数据看，即时零售 增速最快的是医药、美妆、3C配件、酒水、母婴宠物等非餐品类，外卖新增量的客群主要是年轻群 体、银发人群和下沉市场的需求增长。 与此同时，外卖行业面临的挑战也在与日俱增。张毅表示，行业目前的核心挑战是履约成本高 ...

I started buying shares in Alibaba ( BABA ) back in 2023, when I thought that there was an asymmetric opportunity considering the great business that it was and a share price of around $70. AfterAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has bee ...

I started buying shares in Alibaba ( BABA ) back in 2023, when I thought that there was an asymmetric opportunity considering the great business that it was and a share price of around $70. AfterAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has bee ...

记者|杜波 每经记者｜杜波 每经编辑｜程鹏 纳斯达克中国金龙指数一度下跌2%，截至发稿，跌1.51%。 编辑|程鹏 杜恒峰 校对|段炼 北京时间3月26日晚，美股三大指数集体低开，纳指跌1.08%，道指跌0.18%，标普500指数跌0.55%。 截至发稿，道指翻红涨0.11%，纳指跌0.56%，标普500指数跌0.32%。3002只个股上涨，2089只个股下跌。 美股芯片存储板块普跌，闪迪跌6.6%，西部数据、美光科技、希捷科技均跌超4%。 | 交易中 03/26 10:13:29 (美东) | | | | 三十分 | | --- | --- | --- | --- | --- | | 最高 4641.491+ | | 4753.519 今 开 | | 4705.282 | | 最低 -220.415 -4.53% | | 4623.265 昨 收 | | 4861.906 | | 成交量 2038.51万股 市盈率(静） | | 68.04 市 值 | | 7235.93亿 | | 成交额 84.84亿 换手率 | | 0.92% 流通值 | | 6978.39亿 | | 上 涨 | 1 平 盘 | -- ...

Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67% - 24/7 Wall St. S&P 5006,576.40 -0.38% Dow Jones46,550.40 +0.16% Nasdaq 10024,034.40 -0.67% Russell 20002,532.09 -0.10% FTSE 10010,022.20 -0.93% Nikkei 22553,439.50 -0.79% Stock Market Live March 26, 2026: S&P 500 (SPY) Slips on Oil Again Investing Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67% By Joel SouthPublished Mar 26, 10:08AM EDT Quick Read Alibaba (BABA) reported Q3 FY2026 non-GAAP n ...

重视 AIDC&光纤光缆新变化 20260326 摘要 康宁 G.657.A2 光纤涨价达 60%，G.652.D 预期突破 300 元/芯公里， 光棒产能受环评与设备周期限制，高价将维持至 2026 年。 AIDC 需求因 Token 消耗量爆炸式增长而加速爆发，字节跳动日均 Token 消耗量已跻身全球前三，引发阿里、腾讯对算力资源的白热化争 夺。 腾讯、阿里由自建转向大规模租赁第三方 AIDC 资源，主因 AIGC 需求 增速远超自建能力（年增需求达 10GW），行业进入量价齐升周期。 传统 IDC 面临"无效过剩"，符合 AIDC 标准（单机房>30MW、单基 地>100MW、绿电>80%）的稀缺资源在 2026-2027 年将出现供需逆 转。 AIDC 估值锚点为 1GW 储备对应 500 亿市值，核心变量在于是否锁定 头部客户及是否布局"东数西算"核心节点。 首推光环新网，其作为"字节 Token 工厂"拥有 2GW 储备资源，深度 绑定火山引擎，且天津、呼和浩特项目均位于核心算力节点。 腾讯近期在 AIDC 领域的布局策略有何重大变化，这对整个第三方 AIDC 行业 可能产生什么深远影响？ Q& ...