蔡崇信和吴泳铭执掌阿里之后，阿里巴巴开始以肉眼可见的速度蜕变。徐雷淡出之后，京东同样开始了新的改变。如果寻找两家公司改变的内在逻辑，重构电商的新逻辑，在存量时代找到增长的新方式，无疑是非常确定的。阿里巴巴全面拥抱 AI，京东则推出了刘强东数字人和京东采销，正是这样一种逻辑的外在体现。无论怎样，阿里和京东还是在电商的战场竞技，不同的是，竞争的抓手变了，竞争的逻辑也变了。$阿里巴巴 (BABA.US) $京东 (JD.US)
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