在蒋凡的带领下，东南_老虎社区_美港股上老虎

刀哥拉丝
2023-05-06

在蒋凡的带领下，东南亚放松疫情管制后，线下消费恢复，线上电商业绩下降，在疫情期间扩张的Shopee，不得不开始降本增效，如减少补贴、裁撤部门等。Bjorn指出，近期来看，Shopee已经取消免运费的补贴政策，而Lazada仍在补贴运费，这使得部分买家偏向使用Lazada，短线来说，对 $阿里巴巴(BABA)$ 算是一个不大不小的利好

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