阿里整合饿了么淘宝闪购，打响即时零售全域战役。 作者：杨木森 来源：创业邦 ID：ichuangyebang 今年盛夏，即时零售赛道打响了一场罕见的"夏季战役"，如同烈日下的热浪，迅速席卷了整个行业。在这场高强度对垒中，淘宝闪购展现出了令人侧目的 组织协同性与强大战斗力。 公开数据是最好的注脚：淘宝闪购8月日订单峰值达到1.2亿单，月度交易买家3亿，最新笔单价环比8月上涨超过两位数，证明了平台正在从前期的铺量走 向提质。根据摩根大通的最新测算，阿里巴巴在中国外卖市场的份额上升至42%。 这些数字不仅为"饿了么+淘宝"的组合拳打出了声势，撑起了淘宝闪购这块新品牌的长期价值，更让外界开始重新审视：在即时零售这片兵家必争之地， 阿里究竟有着怎样的决心与潜力？ 新动向也接踵而来。战役之后，"饿了么将升级为淘宝闪购"的消息，几乎成了业内心照不宣的共识。对于普通用户而言，这或许只是手机屏幕上蓝色图标 向橙色的一次更迭。然而，对于那些亲历了外卖行业十余年沉浮的饿了么早期核心员工来说，升级的意义远不止于此。它代表着在经历激烈的内外部博弈 后，一个水到渠成的必然选择。一位早期成员特地撰文肯定："这是饿了么长期积累的配送能力、商 ...

公开数据是最好的注脚 ： 淘宝闪购8月 日订单峰值 达到 1.2亿单， 月度交易买家3亿 ， 最新 笔单 价环比8月上涨超过两位数， 证明了 平台正在从 前期的 铺量走向提质 。根据摩根大通的最新测 算，阿里巴巴在中国外卖市场的份额上升至42% 。 这些数字不仅为"饿了么+淘宝"的组合拳打出了声势， 撑起了淘宝闪购这块新品牌的长期价值， 更 让外界开始重新审视：在即时零售这片兵家必争之地，阿里究竟有着怎样的决心与潜力 ？ 作者丨 杨木森 编辑丨 刘恒涛 今年盛夏，即时零售赛道打响了一场罕见的"夏季战役"，如同烈日下的热浪，迅速席卷了整个行业。 在这场高强度对垒中，淘宝闪购展现出了令人侧目的组织协同性与强大战斗力。 新动向也接踵而来。 战役之后，"饿了么将升级为淘宝闪购"的消息，几乎成了业内心照不宣的共 识。对于普通用户而言，这或许只是手机屏幕上蓝色 图标 向橙色的一次更迭。然而，对于那些亲历 了外卖行业十余年沉浮的饿了么早期核心员工来说，升级的意义远不止于此。它代表着在经历激烈的 内外部博弈后，一个水到渠成的必然选择。一位早期成员特地撰文肯定："这是饿了么长期积累的配 送能力、商家供给网络和用户心智，与阿里巴 ...

Group 1 - Nvidia's CEO Jensen Huang personally recruited two AI experts from Tsinghua University to join the company, with one taking on the role of Chief Research Scientist [1][2] - OpenAI's GPT-5 is expected to launch in July, featuring multi-modal capabilities and advanced reasoning abilities, while OpenAI has started renting Google's AI chips for its operations [5][6] - ByteDance's Seed team is accelerating its focus on robotics by recruiting key positions and forming an independent company, indicating a strategic shift in their business [9][10] Group 2 - Meta has successfully recruited four top AI researchers from OpenAI, highlighting the ongoing talent competition in the AI sector [11][12] - Tesla's AI engineers are reportedly resistant to offers from competitors, emphasizing their commitment to the company's vision under Elon Musk [13] - Neuralink has announced significant advancements in brain-machine interface technology, with plans for extensive electrode implantation by 2028 [14][15][16][17] Group 3 - Yushutech's CEO reported that the company has around 1,000 employees and annual revenue exceeding 1 billion yuan, reflecting growth in the embodied intelligence sector [18] - Xiaomi's new AI glasses were launched at a starting price of 1,999 yuan, showcasing the company's entry into the wearable tech market [30] - Alibaba has merged Ele.me and Fliggy into its Chinese e-commerce division, marking a strategic shift towards becoming a comprehensive consumer platform [24][25] Group 4 - Google's Gemini API has launched Imagen4, a significant advancement in text-to-image generation, which is expected to enhance the capabilities of developers in the AIGC field [27][28] - IBM has introduced an AI chat assistant for Wimbledon, enhancing fan engagement through real-time interaction and match predictions [34][35] - Ele.me's AI assistant "Xiao E" has been deployed nationwide, providing significant support to delivery riders and demonstrating the practical applications of AI in logistics [33]