投行Jefferies：阿里巴巴结构调整可能旨在打造一站式消费者应用维持买入评级

金融界2025-07-01

Jefferies分析师在一份报告中称，阿里巴巴在近期进行结构性调整后，可能旨在为多种消费场景打造一款涵盖多种消费场景的一站式消费应用。阿里巴巴最近将外卖业务饿了么和旅游预订平台飞猪并入其电商业务。Jefferies预计，阿里巴巴将释放不同业务部门之间的协同效应，在提供传统电商服务的同时，按需提供本地服务。这项整合已取得了坚实进展，并可能推动用户增长和购买频率的提升。这些分析师指出，6月23日，...

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al
2025-07-01
al
真的吗

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投行Jefferies：阿里巴巴结构调整可能旨在打造一站式消费者应用 维持买入评级

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投行Jefferies：阿里巴巴结构调整可能旨在打造一站式消费者应用维持买入评级