大摩：阿里巴巴-W(09988)高德地图业务的革新或是重推到店服务的第一步

Core Insights - Morgan Stanley reports that Alibaba's Gaode Map business innovation may be the first step in the group's reintroduction of in-store services [1] - The competition in the instant delivery sector could extend to in-store services, as indicated by Quest Mobile's data [1] - Following the AI upgrade, Gaode Map remains the largest navigation app in China, with nearly 200 million daily active users (DAU) [1] - Morgan Stanley believes this could signal Alibaba's strategic repositioning in the in-store service sector, with potential for more related services in the future [1]