阿里腾讯世纪大和解，巨头流量终于不再内卷？

罗超频道2021-07-14

来自道琼斯的新闻称，阿里巴巴和腾讯考虑互相开放生态系统，阿里巴巴的初步举措可能包括将腾讯控股的微信支付引入淘宝和天猫；双方都在分别制定放松限制的计划。受此消息影响，阿里股价盘前大涨。如果传言为真，这绝对称得上是中国互联网的“世纪大和解”。世纪大和解？ 2014年春节，因为微信一个员工的idea，微信做出了微信红包，虽然事后证明当年微信红包以及其带来的支付绑卡用户数量不大，但依然让阿里感受...

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夜色温柔
2021-07-15
夜色温柔
反壟斷的力量
CalebNgor
2021-07-14
CalebNgor
Up up up
- CalebNgor:
  什么哦
CDED
2021-07-14
CDED
呵呵

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“今天，平台经济发展进入全新阶段，深入到人们的日常生活，关系到社会经济的方方面面。时代和社会对平台企业提出了全新的要求，我们深刻认识到平台企业在国家经济社会发展中的责任。同时我们会牢记，平台的价值是整合、分享资源，是通过帮助他人成功而取得成功，是不断为社会创造价值而实现自我价值。”\n\n今年发生的种种事件，更是“当头棒喝”，所有头部平台型互联网企业都要认真思考阿里在公开信中的这席话。\n阿里与腾讯如若互相开放生态，很可能是“主动推倒篱笆”，这相对于在外部力量强制要求下的被动作为，对彼此损失都会更小。阿里与腾讯互相开放，对互联网行业是好事，促进竞争，支持创新。\n对于阿里来说，利大于弊。电商的原点是流量，流量的尽头是电商。因为阿里缺流量、腾讯特别是微信是中国最大的流量黑洞，阿里自然愿意付出更大代价去获取这些流量。这几年逼阿里很紧的京东、拼多多和美团，很大程度是因为有来自腾讯系的流量加持（阿里则只能“望鹅兴叹”）。如果这道高墙不打开，阿里一直被隔离在外，对其来说长期来说是很不利的。\n对于腾讯来说，微信支付可在淘系用，只能说是有可观的增量，却不会影响核心业务逻辑。但如果主动开放生态，对腾讯来说又是利大于弊的明智决策，直接来看是减轻监管压力，长期来看，则是主动拥抱与营造更良性的竞争环境，字节跳动的崛起已让腾讯感受到危机。\n如果腾讯对阿里开放流量生态，减轻对自有流量路径的依赖，或许反而可以促进腾讯系的再创新。如果传言为真，这也能再次反映出腾讯领导层的魄力，因为这将是一个跟2013年“将半条命交出去”的开放战略一样重要的决策，一样艰难，一样影响深远。腾讯总是可以在关键时刻做出正确的决定。\n不过，两个巨头如果真的“和解”，当初因为巨头大战而获益的相关企业，恐怕将是几家欢喜几家愁。资本市场最是立竿见影，受益于腾讯系流量的平台如京东、拼多多股价盘前均已出现下跌。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":144519966,"gmtCreate":1626305690955,"gmtModify":1703757389063,"author":{"id":"3565496446226131","authorId":"3565496446226131","name":"夜色温柔","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3565496446226131","authorIdStr":"3565496446226131"},"htmlText":"反壟斷的力量","listText":"反壟斷的力量","text":"反壟斷的力量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144519966","repostId":1191042641,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":144123738,"gmtCreate":1626272442024,"gmtModify":1703756853892,"author":{"id":"3578392343009601","authorId":"3578392343009601","name":"CalebNgor","avatar":"https://static.tigerbbs.com/a3362eced7aefff53d8f8605eea0d336","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3578392343009601","authorIdStr":"3578392343009601"},"htmlText":"Up 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