天风问答 | 阿里巴巴天花板几何?

天风研究
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截至FY25Q1,阿里88VIP用户总数超过4200万,环比增长近700万,一线城市中每10人就有1人是88VIP,可见其已成为阿里GMV增长的核心驱动因素之一。据洞见数据研究院测算,2024年全年88VIP将贡献超2.3万亿GMV,占淘天总GMV比达25%,相当于抖音2023全年的GMV。那么阿里巴巴的天花板几何?今年有哪些重要变化?远期有哪些看点?天风研究特别推出【阿里巴巴·问答系列】,海外...

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