午後市場傳出消息，阿

午後市場傳出消息，阿里將於明後天正式宣佈上線全新團購產品及評價體系，直接對標美團核心業務。
我們猜測這一輪大動作，還是與之前做外賣的核心邏輯一致，即與美團爭奪即時零售市場份額與用戶心智。
從即時零售角度看，阿里高德做團購業務的核心目的可總結爲三點：
1. 抓即時零售紅利：借自身流量基礎，切入高頻即時消費場景，把導航用戶轉化爲團購消費者，開闢新盈利點。
2. 補生態協同短板：與餓了麼共享商家、配送資源，用高德的出行數據+餓了麼的消費數據優化推薦，提升即時零售服務效率。
3. 搶市場破格局：以“導航+團購”的差異化模式，爭奪美團佔據的即時零售市場份額，強化阿里在本地生活領域的競爭力。
$阿里巴巴(BABA)$ $美團-W(03690)$

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