淘宝进入"大会员"时代。8月7日，淘宝88VIP宣布会员权益再升级，在原有权益基础上，叠加七周年庆 和淘宝大会员带来的额外权益。同时88VIP首次与盒马会员体系打通。即日起，所有淘宝88VIP会员均 可免费领取一张有效期为90天的盒马X会员权益，可享受盒马会员日线上线下88折、每日免运费1次、 免费领菜等，领取时间持续至9月10日。 淘天集团在今年618公布的数据显示，过去一年，淘宝88VIP持续保持双位数增长，会员人数已突破 5000万。 随着淘宝大会员体系的上线，88VIP也将获得额外的叠加权益，在饿了么、飞猪、高德等方面的权益将 更加丰富，如饿了么优先接单、慢必赔；飞猪F3及以上会员福利，如免费早餐、免费升房、机场贵宾 厅、快速安检等；机酒优惠大额券1500元起；百亿补贴88折起；观影优惠18元/月；高德出行券包卡140 元起……超10项专属权益。升级后，88VIP各项权益已累计超20项，覆盖吃喝玩乐、衣食住行等全场 景。 在8月3日举办的2025企业家太阳岛年会主论坛上，阿里巴巴集团副总裁项煌妹指出："新型服务业电商 将成为拉动内需的新引擎，阿里计划一年内投入500亿元打造新型服务电商平台，再造一个服 ...

"从即时消费现象中，我们洞察到两个明显的新消费趋势。"项煌妹说，一是，即时性消费需求旺盛。第 三方调研数据显示，61%的"Z世代"消费者希望商品和服务能分钟级送货、半小时达、当日到货。二 是，"服务业上平台"趋势明显。数据显示，2024年淘宝、闲鱼等平台已有超过1000万商家发布服务业供 给，涵盖各地多元服务业态，购买这些服务的消费者的GMV（交易总额）增长率远超实物商品。 新华财经北京8月5日电（记者丁雅雯）阿里巴巴集团副总裁项煌妹日前在接受记者采访时表示，新型服 务业电商将成为拉动内需的新引擎。 她表示，阿里巴巴秉持"用户为先，AI驱动"战略，将在三年内投入3800亿元AI研发，在一年内投入500 亿元打造新型服务电商平台，再造一个"服务业淘宝"。同时，阿里巴巴将构建可持续的良好的市场秩序 和新消费生态，相信新型服务业电商会成为拉动内需的新引擎。 她表示，这些趋势的背后，是AI科技的辅助决策支持、复杂大数据在多场景的应用落地，以及仓配和 配送网络基础设施的完善作为支撑。 （文章来源：新华财经） ...

对于如何抓住这一趋势，项煌妹介绍，阿里巴巴秉持"用户为先，AI驱动"战略，将在三年内投入3800亿 AI研发，在一年内投入500亿打造新型服务电商平台，再造一个服务业淘宝。同时，阿里巴巴将构建可 持续的良好的市场秩序和新消费生态，欢迎更多参与者加入，坚信新型服务业电商会成为拉动内需的新 引擎。 作为兼具思想价值、科技价值和产业价值的全国性对话交流活动，2025企业家太阳岛年会吸引来自政商 学研企等领域的嘉宾共赴"冰城"，为经济社会高质量发展提供新思路、激荡新智慧、注入新动能。年会 由新华社品牌工作办公室、新华网、新华社黑龙江分社、哈尔滨马迭尔文化旅游投资集团有限公司主 办。 （文章来源：新华网） 8月3日上午，以"新质生产力：新智造新消费新生态"为主题的2025企业家太阳岛年会主论坛在哈尔滨举 行。在主论坛"思客对话"环节，阿里巴巴集团副总裁项煌妹围绕新消费趋势及根源以及如何抓住趋势推 进中国新质生产力展开阐述。她表示，技术驱动的效率变革是新消费趋势的核心，新型服务业电商将成 为拉动内需的新引擎，阿里将再造一个服务业淘宝。 项煌妹表示，从外卖等即时消费现象中，平台洞察到两个明显的新消费趋势：其一是"即时性"。 ...

图为阿里巴巴集团副总裁项煌妹8月3日上午在2025企业家太阳岛年会主论坛思客对话环节进行发言。 项煌妹表示，从外卖等即时消费现象中，平台洞察到两个明显的新消费趋势：其一是"即时性"。"Z 世 代"作为互联网原生一代，消费习惯和消费金额在平台已成为重要消费主体，据第三方调研显示，61% 的"Z世代"消费者希望商品和服务能分钟级送货、半小时达、当日到货，即时性需求十分突出；其二 是"服务业上平台"。数据显示，2024年淘宝闲鱼等平台已有超过1000万商家发布服务业供给，涵盖各地 多元服务业态，购买这些服务的消费者的GMV（交易总额）增长率远超实物商品。 项煌妹表示，这些趋势的背后，是AI科技的辅助决策支持、复杂大数据在多场景的应用落地，以及仓 配和配送网络基础设施的完善作为支撑，"本质是技术驱动的效率变革"。 对于如何抓住这一趋势，项煌妹介绍，阿里巴巴秉持"用户为先，AI驱动"战略，将在三年内投入3800亿 AI研发，在一年内投入500亿打造新型服务电商平台，再造一个服务业淘宝。同时，阿里巴巴将构建可 持续的良好的市场秩序和新消费生态，欢迎更多参与者加入，坚信新型服务业电商会成为拉动内需的新 引擎。 作为兼具思想 ...

Core Viewpoint - Alibaba is significantly increasing its investment in AI and cloud infrastructure, with a total of 4 trillion yuan planned over the next three years, marking the largest investment in this sector by a private company in China [2][3][4]. Investment Plans - The 4 trillion yuan investment is aimed at AI and cloud infrastructure, while an additional 50 billion yuan is allocated to stimulate service consumption and domestic demand [2][6]. - These investments are seen as a response to both competitive pressures and a strong belief in the future growth of the Chinese market [3][4]. Confidence in Market Potential - Alibaba's leadership expresses confidence in the potential of AI and domestic demand as key growth drivers for the company [5][6]. - The company believes that the AI market in China will lead to significant innovation and application opportunities due to its large scale and rapid development in the field of large models [7]. AI Infrastructure and Innovation - The 4 trillion yuan investment will focus on essential infrastructure such as chips, servers, data centers, and AI technologies, which are crucial for supporting innovation across various industries [8]. - The development of the Tongyi Qianwen large model is highlighted as a key innovation driver, with a focus on reducing computational power consumption [9]. Open Source and Ecosystem Development - The Tongyi series of models is open-source, aiming to foster a thriving ecosystem and innovation across industries, with over 400 million downloads and more than 140,000 derivative models [10]. Impact on Service Industry - Alibaba aims to leverage technology to enhance service industry efficiency, with a focus on matching consumers and businesses more effectively [11]. - The company sees a significant growth opportunity in the service sector, estimating a market size exceeding 10 trillion yuan within the next two to three years [11]. Embracing Challenges and Opportunities - Alibaba views challenges in the AI landscape as opportunities for innovation, emphasizing the importance of human experience and service capabilities in manufacturing and service industries [12]. - The company is committed to using algorithms as tools for societal progress, focusing on how technology can address real-world problems [12].

Core Insights - The recent development in the food delivery and e-commerce sectors is characterized by a transformation rather than a competition, creating new opportunities for all stakeholders involved [1] - The growth in order volume and revenue in the food delivery sector has led to significant job creation, with businesses planning to expand their workforce in response to increased demand [1][2] - The rise of new service-oriented e-commerce is enhancing consumer convenience and driving a positive cycle of consumption and employment [2][3] Group 1 - The "new service industry e-commerce" is experiencing substantial market growth, significantly increasing consumption density and benefiting the entire supply chain [1] - "Wan Jia Zao An" reported a 30% increase in order volume and total revenue over the past two months, necessitating the hiring of additional staff across its 50 stores in Beijing [1] - The number of delivery orders at a specific station increased from approximately 4,000 to 9,000 in two months, leading to an increase in the number of riders from 100 to around 150 [2] Group 2 - The competitive landscape among platforms is enhancing consumer service accessibility, allowing for previously unachievable late-night consumption [2] - The emergence of new e-commerce models, such as Taobao Flash Purchase, is stimulating consumption and improving platform and merchant performance, as well as rider income [3] - The development of new service industry e-commerce is identified as a crucial method for promoting high-quality employment across various sectors, including logistics and manufacturing [3]