这是半佛仙人的第1875篇原创 1 之前说过好几次了，阿里这次在商战中的表现，非常漂亮。 出招的时机漂亮，打的节奏也漂亮。 先 等 两 家 的 弹 药 耗 了 一 波 后 ， 再 冲 进 去 ， 集 中 资 源 提 升 对 抗 强 度 ， 搞 得 对 手 只 能 被 动 迎 战。 上一个这么会抓节奏出招的阿里，还是拳王阿里。 阶段性的战果，大家也看到了，非常顶。 但，依然，还有更大的目标，战役还未停歇。 思考一个问题，如果只是外卖业务，值得投这么多吗？ 对于阿里来说， 外卖就只是外卖吗？他们想要的是什么？ 淘宝闪购月活破三亿，是什么了不起的事儿吗？ 淘宝闪购日峰值订单过1 . 2亿，有什么好吹的吗？ 这么大手笔，就是给你补贴喝奶茶吗？ 不是。 是借着这阵仗，把外卖、电商、会员全部打通了，让你在同一个地儿就能买所有东西了。 当你想买任何东西的时候，第一反应都是打开淘宝。 买万物，只认这么一个入口。 这不是抢回用户，是重写用户的脑回路。 头等生意不是给消费者卖货，而是给消费者脑子里整出条件反射。 什么淘宝电商淘宝闪购的，什么这儿那儿的，都不重要。 我只知道，买东西，打开淘宝。 搞一个真正的全域大消费平台，这个才是 ...

Core Insights - The article emphasizes the shift from category competition to comprehensive consumption scenario competition in the retail industry [2] Group 1: Alibaba's Strategic Moves - Alibaba has expanded its traffic channels through initiatives like Taobao Flash Sale, which has increased daily active users to 419 million, a 16% growth since the beginning of the year [3] - The partnership between Xiaohongshu and Taobao has led to the "Red Cat Plan," allowing users to directly purchase products from Taobao through Xiaohongshu [3] - The launch of a membership system on Taobao has segmented users into six levels based on activity and spending, enhancing user engagement [3] Group 2: Traffic Conversion Strategies - The integration of near-field and far-field e-commerce through Flash Sale has significantly increased user engagement, with a 110% month-over-month growth in new brand entries [5] - Flash Sale has added over 12,000 new non-food brand stores, contributing to a monthly DAU increase of over 50 million [5] - Brands like Decathlon have successfully utilized Flash Sale for local fulfillment, doubling daily orders and achieving a 70% share of instant delivery orders [6] Group 3: Offline to Online Synergy - Brands with physical stores, such as Zhao Yiming Snacks, have seen a 240% increase in sales through Flash Sale, demonstrating the effectiveness of online traffic driving offline sales [7] - The "high-frequency driving low-frequency" model allows brands to capture potential demand through targeted advertising based on consumer behavior [8] Group 4: AI-Driven Marketing - AI has become a crucial tool for optimizing advertising strategies, allowing for more precise targeting based on user behavior data [9] - The AI capabilities of Alibaba's marketing platform have improved the efficiency of ad placements, leading to a more reliable return on investment [10] - AI's ability to analyze long-term consumer behavior has enhanced the prediction of purchasing intentions, allowing for timely marketing interventions [10] Group 5: Evolving E-commerce Landscape - The traditional single-event sales model is being replaced by a more dynamic and frequent marketing approach, as seen in the upcoming Double 11 sales event [14] - The introduction of multiple promotional events, such as Super 88, has increased user engagement and purchasing frequency [14] - The focus on long-term customer relationships and retention is becoming more critical as the industry evolves [17]