外卖大战，饿了么要被打没了？ 近日，有用户发现饿了么App更新后（版本号12.0.1），名称悄然变为"淘宝闪购"。App的图标也随之发 生变化：新版图标主体为橙色的淘宝闪购，只在底部保留了一抹蓝色和很小的饿了么字样。 中国新闻周刊就此消息及新版本后续推送规划等询问饿了么方面，对方表示更名事宜暂未确定。 不过在业内看来，这场更名测试并非偶然。随着外卖大战降温、即时零售战事继续，饿了么从前台退居 幕后，或许只是时间问题。 彼时，正值美团喊出"30分钟万物到家"口号，正式发布即时零售品牌"美团闪购"。艾媒咨询CEO兼首席 分析师张毅曾对中国新闻周刊表示，美团闪购模糊了本地生活和电商的边界，可能对淘宝主站的服饰、 美妆、日化等业务造成冲击，淘宝闪购是阿里的反制之举。 这也是淘宝与饿了么间首次真正意义上的协同。据晚点报道，2018年被收购后，饿了么长期与淘宝天猫 分属不同业务单元，淘宝做即时配送的淘鲜达要自己找骑手，饿了么也从没有获得过淘宝首屏的流量曝 光。淘宝闪购的出现，让二者的资源得以打通。 淘宝闪购从诞生起，便伴随着外卖补贴。初期是上线大额红包、免单卡、限量版请客卡等活动；7月， 其官宣500亿元补贴计划，掀起了 ...

骑手已同步更换为淘宝橙工服】近日，有部分用户发现，"饿了么"App更名为"淘宝闪购"。#饿了么APP 更名为淘宝闪购#查询手机应用平台发现，目前"饿了么"app图标中已显示"双11 淘宝闪购"字样。据媒体 报道，目前"淘宝闪购"正处于灰度测试阶段，仅对部分用户开放体验。灰度测试期间，部分用户可通 过"淘宝闪购"体验餐饮外卖及日用百货等即时配送服务。目前，饿了么的配送运力已全面承接淘宝闪购 订单，覆盖更多品类。饿了么客服中心工作人员表示，此次调整仅为名称变更，用户消费权益、数据隐 私政策均保持不变，配送运力也正常运转，商家数量以实际体验为准，目前暂无查询到有相关平台活动 举行。#饿了么骑手已更换橙黑新工服# 【"饿了么"将更名为"淘宝闪购" 0:00 ...

11月4日消息，据媒体报道，饿了么App最新的内测版本已更名为"淘宝闪购"，版本号更新至12.0.1。 此次更新的"淘宝闪购"标语为"外卖放心点，美食准时达"。 不过，目前"淘宝闪购"正处于灰度测试阶段，仅对部分用户开放体验。 灰度测试期间，部分用户可通过"淘宝闪购"体验餐饮外卖及日用百货等即时配送服务。 此次整合被视为阿里应对美团、京东等对手的"即时零售"竞争举措，通过资源集中和品牌统一，提升配 送效率与用户体验。 值得一提的是，淘宝闪购为2025年4月30日淘宝推出的即时零售业务品牌，由淘宝"小时达"升级而来， 饿了么提供供给、运力及技术支撑。今年也将是淘宝闪购参与的第一个双11。 【来源：快科技】 目前，饿了么的配送运力已全面承接淘宝闪购订单，覆盖更多品类。 据悉，此次更名是阿里集团即时零售战略整合的一部分，旨在强化"淘宝闪购"作为统一品牌的定位。 阿里此次调整将饿了么从独立的外卖平台转变为"即时零售"的履约基础设施，与淘宝流量入口协同，实 现"30分钟送万物"的目标。 ...

11月3日，饿了么App最新的内测版本已更名为"淘宝闪购"，版本号更新至12.0.1。此次更新的"淘宝闪 购"标语为"外卖放心点，美食准时达"。目前"淘宝闪购"正处于灰度测试阶段，仅对部分用户开放体 验。 对此，新浪科技询问饿了么客服。客服表示，更名后用户账户的使用不会受到影响，所有权益，包括会 员等级、吃货豆、红包、优惠券、账户余额等等都保持现有权益不变。 责任编辑：李昂 ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇11月4日｜综合市场消息，11月3日，不少用户发现，饿了么App完成版本号更新至12. 0.1后，已 正式更名为"淘宝闪购"。据悉，目前"淘宝闪购"正处于灰度测试阶段，仅对部分用户开放体验。此次更 新的"淘宝闪购"标语为"外卖放心点，美食准时达"。灰度测试期间，部分用户可通过"淘宝闪购"体验餐 饮外卖及日用百货等即时配送服务。目前，饿了么的配送运力已全面承接淘宝闪购订单，覆盖更多品 类。 ...

Core Insights - The article discusses the potential of AI to create incremental demand and its implications for investment opportunities, drawing parallels with the previous mobile internet boom [1][5][35]. Group 1: AI's Current Market Dynamics - A significant portion of the U.S. economic growth is driven by data center investments, which raises concerns about whether these investments will lead to actual consumer demand or merely replace existing supply [5]. - Current AI applications primarily follow a substitution logic rather than creating new demand, as seen in examples like Perplexity and various AI-generated content platforms [2][3]. - The value chain's upstream players, such as Nvidia, are profiting significantly from the current AI trend, while many application-level companies struggle to monetize effectively [3]. Group 2: Understanding Incremental Demand - Incremental demand is defined as the increased willingness and ability of consumers to purchase more products or services [5][6]. - Consumer willingness to spend is heavily influenced by the effectiveness of advertising and information dissemination [6][8]. - Economic conditions, such as rising incomes during macroeconomic upturns, can lead to the emergence of new consumer demands [9][12]. Group 3: Historical Context from Mobile Internet - The initial wave of mobile internet growth was characterized by the introduction of smartphones, which increased user engagement and time spent on devices [17][19]. - Subsequent innovations focused on reducing delivery costs and enhancing service accessibility, allowing a broader audience to benefit from previously exclusive services [19][20]. - The evolution of mobile internet also saw a rise in new consumer needs as economic conditions improved, leading to a surge in new service offerings [21][23]. Group 4: Future Opportunities in AI - Future growth in AI may hinge on new devices that can further engage users, such as augmented reality glasses [27]. - Enhancing conversion efficiency through advanced advertising techniques is a potential growth area, as demonstrated by companies like AppLovin [30]. - Reducing delivery costs through AI can democratize access to services that were once only available to wealthier individuals, creating new market opportunities [32]. - The rise of "super individuals" or freelancers empowered by AI may lead to new consumer demands, although immediate large-scale consumption increases may not be guaranteed [33]. Conclusion - The article concludes that while AI has the potential to generate incremental demand, it may take time to realize this potential fully, similar to the mobile internet's evolution over nearly a decade [35].

Investment Rating - The investment rating for Alibaba is "Buy" and is maintained [6]. Core Views - The recent financial report highlights operational strengths, including significant contributions from Taobao Flash Sales and cloud business growth exceeding expectations. The ongoing capital expenditure is expected to drive user engagement and open a second growth curve for the cloud business, indicating a positive investment outlook for the company [2][7]. Financial Performance Summary - For FY2026 Q1, Alibaba reported revenue of 247.7 billion RMB, a year-on-year increase of 2%. Excluding disposed businesses, revenue growth was 10%. Non-GAAP net profit reached 33.5 billion RMB, down 18% year-on-year [4][7]. - The e-commerce segment saw customer management revenue grow by 10%, driven by an increase in take rate. Instant retail revenue, including Taobao Flash Sales and Ele.me, reached 14.8 billion RMB, up 12% year-on-year. The number of 88VIP members grew by double digits, exceeding 53 million [7]. - The international digital commerce segment reported a 19% revenue increase, with international retail and wholesale businesses growing by 20% and 13%, respectively. EBITA losses were significantly reduced by 3.6 billion RMB, attributed to improved logistics and operational efficiency [7]. - The cloud computing business achieved revenue of 33.4 billion RMB, a 26% year-on-year increase, driven by public cloud services and AI-related product adoption. EBITA for the cloud segment was 2.95 billion RMB, also up 26% year-on-year [7]. - Capital expenditures for FY2026 Q1 were 38.7 billion RMB, a 220% increase year-on-year, leading to a net cash outflow of 18.8 billion RMB [7]. Financial Forecast - The forecast for Non-GAAP net profit for FY2026-2028 is projected at 125.6 billion RMB, 172.9 billion RMB, and 204.5 billion RMB, respectively [7].

金十数据4月30日讯，外卖战场的热度再度加码。4月30日，饿了么宣布进一步加大平台补贴力度，即日 起开启平台"饿补超百亿"大促。针对补贴，饿了么表示不打竞争口水仗，"只发真福利"。目前，饿了么 App已上线"超百亿"口令词入口。 饿了么宣布超百亿补贴加入外卖战局 ...