里昂：618购物节GMV仅增1% 电商竞争转向AI工具及品质

智通财经14:16

智通财经APP获悉，里昂发布研报称，第三方数据监测机构星图数据估算，今年中国618购物节主要电商平台总商品交易总额(GMV)仅同比增长约1%至8,366亿元人民币，远低于去年的约15%增幅。期内新零售(即时配送)GMV则同比急升112%至628亿元人民币。

报告引述行业专家指出，今年618销售环境具挑战性，抖音及拼多多(PDD.US) 表现持续优于同业，GMV同比增长20%至30%，受惠于更积极的商家扶持及品类扩张。淘宝/天猫GMV亦录得正增长，里昂对中国电商行业维持审慎看法，并偏好阿里巴巴(BABA.US,09988)，看好其AI云端业务的上行潜力。

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