Morgan Stanley: Alibaba-W's innovation in Gaode Map business may be the first step to reintroducing in-store services

Zhitong
2025.09.11 03:16
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Morgan Stanley released a research report stating that Alibaba-W's innovation in the Amap business may be the first step for the group to reintroduce in-store services. Morgan Stanley believes that competition in the instant delivery sector could extend to in-store services. According to Quest Mobile data, after this artificial intelligence upgrade, Amap remains the largest navigation map application in China, with nearly 200 million daily active users (DAU). Morgan Stanley believes this could be the first step for Alibaba to reposition its in-store services, with more related services potentially being launched in the future

According to Zhitong Finance APP, Morgan Stanley released a research report stating that Alibaba-W (09988)'s innovation in the Gaode Map business may be the first step for the group to reintroduce in-store services. Morgan Stanley believes that competition in the instant delivery sector may extend to in-store services. According to Quest Mobile data, after this artificial intelligence upgrade, Gaode Map remains China's largest navigation map application, with nearly 200 million daily active users (DAU). Morgan Stanley believes this could be the first step for Alibaba to reposition its in-store services, with more related services potentially being launched in the future