BABA(HK:09988) Mei Ri Jing Ji Xin Wen·2025-09-12 12:25Group 1: Alibaba and Gaode's New Initiative - Gaode, a subsidiary of Alibaba, launched the "Gaode Street Ranking," the world's first ranking based on user behavior data, emphasizing that it will "never be commercialized" [2][4] - The initiative aims to "rebuild the offline service credit system" and includes the "Firewood Good Store Support Plan," which offers 200 million yuan in ride-hailing vouchers, 950 million yuan in consumption vouchers, and 30 million yuan in cash incentives [2][4] - The ranking utilizes a "trustworthy algorithm" based on real user behavior data, ensuring authenticity and fairness, allowing small shops to gain visibility without incurring traffic costs [2][4] Group 2: Challenges and Future Potential - The model faces challenges, including data collection blind spots for certain demographics, such as elderly consumers, which may lead to underrepresentation of local shops [2] - The AI's logic for identifying "abnormal reviews" remains unclear to users and merchants, potentially leading to misjudgments of unique small shops [2][3] Group 3: Strategic Implications - The launch of the "Gaode Street Ranking" is a strategic move by Alibaba to deepen its local life services, focusing on rebuilding offline service credibility and enhancing user engagement [4] - The "Firewood Good Store Support Plan" not only empowers small shops to stimulate consumption but also helps Gaode accumulate scene traffic [4]