大摩：阿里巴巴-W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's report indicates 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 suggested by the report [1] Company Analysis - Gaode Map remains the largest navigation app in China, with nearly 200 million daily active users (DAU) following its AI upgrade [1] - The potential for Alibaba to re-establish its presence in the in-store service market is highlighted, with expectations for more related services to be launched in the future [1]