淘宝8月6日上线全新的大会员体系，打通饿了么、飞猪等阿里系资源，全面覆盖吃喝玩乐、衣食住行等 生活场景。 业内人士称，这是阿里巴巴从电商走向大消费平台的关键一步。融合电商、本地生活、旅游、出行等多 个板块，阿里巴巴将逐步构建起一个覆盖吃喝玩乐、衣食住行等全场景的消费生态。 分析人士认为，淘宝大会员体系有望提高淘宝主站用户活跃度。通过统一会员体系，淘宝能够提高用户 在不同场景下的消费频次，提升用户黏性，从而带来更长的用户生命周期和更高的客户终身价值，为商 家创造生意新红利。 今年6月，阿里巴巴宣布饿了么、飞猪合并入中国电商事业群。阿里巴巴集团CEO吴泳铭表示："这是我 们从电商平台走向大消费平台的战略升级。未来，我们将更多从用户角度出发优化整合业务模式和组织 形态，为用户创造更丰富优质的生活消费体验。" 此次淘宝大会员体系的推出，标志着其在整合资源、打通场景、提升用户体验方面迈出了实质性进展。 淘宝方面表示，未来还会持续从用户角度出发，优化会员权益设计，创造更丰富优质的生活消费体验。 据介绍，淘宝大会员体系覆盖所有用户，共分为6个等级：青铜、白银、黄金、铂金、钻石和黑钻。铂 金及以上会员可以88元开通88VIP ...

Core Viewpoint - Alibaba is transitioning from an e-commerce platform to a comprehensive consumer platform by launching a new membership system that integrates various services, enhancing user experience across multiple lifestyle scenarios [2][3]. Group 1: Membership System Overview - The new membership system, launched on August 6, includes integration with Alibaba's resources such as Ele.me and Fliggy, covering various lifestyle aspects like dining, entertainment, and travel [1][2]. - The membership is structured into six tiers: Bronze, Silver, Gold, Platinum, Diamond, and Black Diamond, with Platinum and above members able to subscribe to 88VIP for 88 yuan [3]. - Different membership levels offer exclusive discounts and services, including shopping discounts, food delivery benefits, travel perks, and ride-hailing discounts, all available for free to users [3]. Group 2: Strategic Implications - Analysts believe the membership system will enhance user engagement on Taobao, increasing consumption frequency across different scenarios and improving user retention [3]. - The integration of Ele.me and Fliggy into Alibaba's e-commerce group signifies a strategic upgrade towards a broader consumer platform, focusing on user-centric business model optimization [2][3]. - The launch of the membership system marks a significant step in resource integration, scenario connectivity, and user experience enhancement for Alibaba [3].

8月6日，淘宝上线了全新的大会员体系，打通饿了么、飞猪等阿里系资源，全面覆盖各类生活场景。 淘宝方面表示，未来还会持续从用户角度出发，优化会员权益设计，创造更丰富优质的生活消费体验。 据了解，淘宝大会员体系覆盖所有用户，共分为6个等级：青铜、白银、黄金、铂金、钻石和黑钻。铂金及以 上会员可以88元开通88VIP。 根据过去12个月的淘气值，淘宝已自动为每位用户确定了初始的大会员等级。用户现在只需打开淘宝App， 搜索"淘宝大会员"，即可查看自己的当前等级及对应权益。此后，大会员等级将每季度根据最新的淘气值自 动更新。 淘宝大会员不同等级对应不同的专属优惠和服务，用户均可免费获取，涵盖购物折扣、外卖权益、旅行礼 遇、打车优惠等。 以第三档黄金会员为例，官方海报显示，黄金会员每月可享超12项权益，淘宝购物红包天天领，飞猪免费升 房5次/年、延迟退房4次/年，还有高德打车每月80元的出行券包。 随着会员等级升高，权益也不断升级。铂金会员在黄金会员权益基础上，可享受淘宝百亿补贴88折券，飞猪 不限次延迟退房；而等级最高的黑钻会员，每月可享超14项权益，直通飞猪F5会员，拥有31家酒店集团金卡 权益，还有专属客户经理， ...

Core Points - The launch of the new Taobao membership system marks a significant step for Alibaba in integrating its resources across various platforms, including Ele.me and Fliggy, to create a comprehensive consumption ecosystem covering various lifestyle scenarios [3][4]. Group 1: Membership Structure - The Taobao membership system consists of six levels: Bronze, Silver, Gold, Platinum, Diamond, and Black Diamond, with Platinum and above members able to subscribe to 88VIP for 88 yuan [1]. - Each user is assigned an initial membership level based on their Taobao activity over the past 12 months, and this level will be updated quarterly [1][3]. Group 2: Member Benefits - Different membership levels offer various exclusive benefits, including shopping discounts, food delivery perks, travel privileges, and ride-hailing discounts [1][2]. - For example, Gold members enjoy over 12 benefits monthly, including daily shopping red envelopes and travel perks like free room upgrades and delayed check-outs [3]. Group 3: Integration and User Engagement - The new membership system aims to enhance user engagement on Taobao by increasing consumption frequency across different scenarios, thereby improving user stickiness and lifetime value [4]. - The integration of membership benefits across Taobao, Ele.me, and Fliggy allows users to earn Taobao activity points (Taobao Value) for all their spending, encouraging more frequent use of the platforms [3][4].

Core Points - Taobao has launched a new membership system that integrates resources from Alibaba's ecosystem, covering various lifestyle scenarios such as dining, entertainment, and travel [1][4] - The new membership system features six tiers: Bronze, Silver, Gold, Platinum, Diamond, and Black Diamond, with automatic tier assessment based on users' activity over the past 12 months [1][4] - The 88VIP membership, initially launched in 2018, has evolved to include multiple benefits and has surpassed 50 million members as of June 2023 [3] Membership System Details - The new membership system allows users to view their current tier and benefits through the Taobao app, with quarterly updates to membership levels based on activity [1] - Gold members enjoy over 12 benefits monthly, including shopping red envelopes and travel perks, while higher tiers like Platinum and Black Diamond offer additional exclusive benefits [1] - The 88VIP membership has been upgraded to include three types of cards: Life Card, Shopping Card, and All-in-One Card, maintaining original benefits while adding new ones [3] Strategic Integration - The launch of the new membership system signifies Alibaba's transition from an e-commerce platform to a comprehensive consumer platform, integrating e-commerce, local services, entertainment, and travel [4] - Recent organizational changes have consolidated Alibaba's local services, including Ele.me and Fliggy, under the China E-commerce Group to enhance operational efficiency and user experience [6] - The local services group reported a revenue of 67.076 billion yuan for FY2025, with a 12% year-on-year growth, and a significant reduction in adjusted EBITA losses [6]

天风证券指出，预计2026财年一季度阿里收入稳健增长，利润端或受闪购补贴影响。本季度海外科技大 厂资本支出超预期AI需求依旧强劲，预计公司本季度云业务维持高增速。东亚证券则表示，预计阿里 2026财年一季度经调整EBITA将按年增长13%，预料云业务将继续成为增长亮点，阿里云收入预料按年 增长23%，相信投资者将关注集团会否持续加大资本支出以支持云业务的算力需求增长。 本文源自：智通财经网 消息面上，8月6日，淘宝正式推出全新的大会员体系，打通饿了么飞猪盒马等阿里系资源，包含购物、 外卖、旅行、出行等权益，吃喝玩乐、衣食住行全面覆盖。88VIP用户权益将全面升级。这是饿了么、 飞猪并入中国电商事业群，阿里从电商走向大消费平台战略之后的标志性业务动作。 智通财经获悉，阿里巴巴-W(09988)午前拉升近3%，消息面上，涨2.07%，报118.4港元，成交额46.63亿 港元。 ...

Group 1 - The core idea of the article is the launch of a new membership system by Taobao, which integrates resources from Alibaba's ecosystem, covering various lifestyle scenarios such as dining, travel, and shopping [1][2][3] - The new Taobao membership system consists of six levels: Bronze, Silver, Gold, Platinum, Diamond, and Black Diamond, with Platinum and above members able to subscribe to 88VIP for 88 yuan [1] - Membership levels are determined based on the user's "Taoqi Value" over the past 12 months, and will be updated quarterly [1] - Each membership level offers different exclusive benefits, including shopping discounts, food delivery perks, travel privileges, and ride-hailing discounts [1] - For example, Gold members can enjoy over 12 benefits monthly, including daily shopping red envelopes and free upgrades on travel bookings [1] Group 2 - Future consumption across Taobao, Ele.me, and Fliggy will earn users corresponding Taoqi Value, enhancing the integration of services [2] - The 88VIP membership benefits have also been upgraded, providing richer rewards when combined with the new Taobao membership [2] - Alibaba aims to continuously optimize membership benefits from the user's perspective, creating a more comprehensive consumption experience [3] - The merger of Ele.me and Fliggy into Alibaba's China e-commerce group reflects a strategic move to enhance the overall consumer service ecosystem [3] - The launch of the Taobao membership system signifies Alibaba's transition from e-commerce to a broader consumption platform, integrating various sectors such as local services and travel [3]

Group 1 - Several games under NetEase experienced outages, including "Onmyoji," "Identity V," "Seven Days World," and "Dream of Jianghu" [1] Group 2 - Alibaba is launching a new membership system for Taobao that integrates services from Ele.me, Fliggy, and Hema, enhancing user engagement and loyalty [4] - The new membership will upgrade the benefits for 88VIP users, marking a significant move towards a comprehensive consumer platform strategy [4] Group 3 - The Supreme People's Court of China announced new regulations regarding social insurance, effective September 1, 2025, mandating that both employers and employees must participate in social insurance [6] - Employers who fail to pay social insurance will face legal consequences, including the obligation to compensate employees [6] Group 4 - Tesla CEO Elon Musk announced that drivers will soon be able to play video games while driving, pending regulatory approval, with a potential rollout in 3 to 6 months [9][10] - Despite the excitement around this feature, Tesla emphasizes that the responsibility for driving remains with the driver [10] Group 5 - Geely is undergoing a major restructuring of its internal smart driving teams, merging various brands and teams into a single entity focused on autonomous driving solutions [13] - The integration aims to enhance collaboration with strategic partner Qianli Technology to innovate and apply advanced driving assistance systems [13]

从8月4日起，淘宝88VIP新增一项会员权益，淘宝88VIP用户可领取一张有效期为90天的盒马X会员体验 卡，本次活动时间从8月4日持续到9月10日。 记者留意到，这是淘宝88VIP首次与盒马会员体系打通。此前淘宝的88VIP会员权益涵盖购物折扣、生 活服务、休闲娱乐等方面，如可享网易云音乐、菜鸟寄件、饿了么红包、夸克网盘等优惠。 在双方打通后，对淘宝88VIP而言，可体验盒马X会员的免运费、会员日88折、每日领取免费菜等福 利；对盒马而言，可依托淘宝88VIP高净值用户获得大量的体验会员，带来新增长。淘天集团今 年"618"期间发布的数据显示，当前"88VIP"会员已突破5000万。 记者留意到，从去年年底开始，阿里巴巴加速从电商平台向"大消费平台"转变。 今年以来，阿里巴巴再将饿了么和飞猪合并到电商事业群，4月底，淘天旗下即时零售业务"小时达"升 级为"淘宝闪购"，并与饿了么资源打通，进一步加大在大消费领域的投入，推动业务协同。 7月，"盒马鲜生"作为一级流量入口出现在淘宝闪购的首页，为正在加快扩张的盒马注入了更多流量， 此次双方会员体系的打通，盒马有望吸收更多高质量用户，带来长期增长。 至此，阿里巴巴首 ...

继外卖大战后，淘宝又接入飞猪"特价酒店"，优惠力度不小。有些高星级酒店300元就能入住，直接补贴至全网最低价。甚至不少住客500元一晚薅到了入 住万豪酒店的"羊毛"！ 真相又是如何？这一次阿里平台的"泼天流量"，飞猪会接住多少？空间秘探作了相关调查。 淘宝上线"特价酒店"，500元住万豪？ 作为淘龄多年的"资深玩家"，自然是不会错过这次的薅羊毛大战。在点开淘宝闪购准备买早餐时，发现主页面上多了新的补贴方向——"特价酒店"。 点进特价酒店界面，飞猪的顶部Banner广告图上打出"全网低价、特价5折"的slogan，下面是平台赠送的闪购专享券，而参加活动的酒店清一色被打上了闪 购标。 飞猪特价酒店页面 观察发现，此次淘宝闪购上线的"特价酒店"主要集中在"低价领域"，而这个低价领域分成三大类。 一种是以民宿/客栈为主的旅社，价格通常在30-200元左右。这类房源通常不成规模，大多是业主自营或者租赁商业用地开设，品牌概念弱，比较依赖 OTA的流量，也不会在各大OTA平台同步上线。比如独侠客青年旅舍杭州西湖店在携程上就搜索不到，美团上的价格也没有飞猪便宜，京东旅行上则显示 没有房源。 一种是以酒店集团旗下热门的知名经济 ...