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2021-03-26
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阿里巴巴已经把腾讯逼到了十字路口
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11:42","market":"us","language":"zh","title":"阿里巴巴已经把腾讯逼到了十字路口","url":"https://stock-news.laohu8.com/highlight/detail?id=2122423430","media":"新浪财经-自媒体综合","summary":"3月17日,有多家媒体爆料称,阿里巴巴计划在腾讯微信上开通淘宝特价版小程序。3","content":"<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>居然历史性地向<a href=\"https://laohu8.com/S/00700\">腾讯</a>低头了。</p><p>但这显然不是臣服,而是在反垄断背景下,向腾讯发起的一次降维攻击。</p><p>3月17日,有多家媒体爆料称,阿里巴巴计划在腾讯微信上开通淘宝特价版小程序。</p><p>3月25日,阿里巴巴副总裁、C2M事业部总经理七公对外正式承认:</p><p>的确提交了淘宝特价版小程序的申请,期待和腾讯的合作,但申请仍在审批中。</p><p><img src=\"http://k.sinaimg.cn/n/spider2021326/154/w700h254/20210326/bdc2-kmvwsvy1308265.jpg/w720fin.jpg\" tg-width=\"700\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p>这是罕见的一幕。</p><p>外界普遍认为,这次阿里主动向腾讯缴械投降,是阿里在<a href=\"https://laohu8.com/S/PDD\">拼多多</a>快速增长压力下的无奈之举,更是在反垄断压力下,向监管释放对外合作的信号。</p><p>但3号技师完全不赞同这样的观点:</p><p>淘宝不是真诚地想与微信合作,腾讯也不欢迎淘宝特价版的到来。</p><p>因为,这本质上是一场不符合商业逻辑的表演。</p><p>看似冰释前嫌的背后,目的是掀起一场更大的战争:</p><p>将反垄断之火烧向腾讯。</p><p>阿里匍匐进攻,腾讯进退两难。</p><p>周鸿祎说,哪家公司都不要忽视,除了腾讯。</p><p>这句话,同样适用于阿里。</p><p>1</p><p>阿里根本不会想要微信的流量,因为这是阿里的底牌。</p><p>“那些被淘宝打掉的假货,都去了哪里呢?微信里,朋友圈里,络绎不绝”,2017年,阿里巴巴高管的这段公开言论,真实地体现了阿里对腾讯的态度。</p><p>在这充满情绪化的对话背后,其实是商业利益使然:</p><p>阿里是个独特商业模式的公司,它不依靠卖货赚钱,而是靠卖流量赚钱,依赖此模式,它积累下巨额的财富。</p><p>淘宝的收入主体是广告,通过自己获取的流量变现,流量越闭环,商业溢价能力就越高。</p><p><img src=\"http://k.sinaimg.cn/n/spider2021326/182/w700h282/20210326/af9d-kmvwsvy1308282.jpg/w720fin.jpg\" tg-width=\"700\" tg-height=\"282\" referrerpolicy=\"no-referrer\"></p><p>相对应的,对那些不在阿里巴巴掌控之中的流量,它就会极为排斥,因为会对淘宝的流量定价权产生冲击。</p><p>2013年,手机淘宝就曾屏蔽了微信跳转至淘宝页面的通道,在封杀微信之前,阿里巴巴先封杀了购物分享网站美丽说和<a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>。在2008年的时候,淘宝甚至也屏蔽了<a href=\"https://laohu8.com/S/BIDU\">百度</a>搜索。</p><p>同时,阿里在过去多年购买了大量的流量型公司,比如<a href=\"https://laohu8.com/S/WB\">微博</a>,优酷等,而且都要求拥有绝对控制权。</p><p>这么做的目的就是为了让这些外部公司的流量,能够在阿里母体里充分变现。</p><p>如果像微信或者<a href=\"https://laohu8.com/S/BIDU\">百度</a>这样的第三方,撕开了一道新兴的免费流量口,将对阿里造成底层商业模式上的冲击。</p><p>一个简单的例子是:如果淘宝的小商家们在微信的免费私域流量风声水起,它还愿意回到淘宝吗?还会继续缴纳在阿里的坑位费?</p><p>因此,如果淘宝进入微信,那不叫寻找新增流量,而是:</p><p>自废武功。</p><p>绝顶聪明的阿里,断然不会这么“傻”。</p><p>2</p><p>微信确实是个诱人的流量池,因为在这片土壤里,滋养了阿里最大的对手——<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。</p><p>拼多多最新的财报显示,拼多多年度活跃用户已经超过了阿里巴巴。</p><p><img src=\"http://k.sinaimg.cn/n/spider2021326/0/w600h1000/20210326/5166-kmvwsvy1308283.jpg/w720fin.jpg\" tg-width=\"600\" tg-height=\"1000\" referrerpolicy=\"no-referrer\"></p><p>这可能是中国互联网的转折点:</p><p>一家跟淘宝差异并不大的新兴电商公司,可以在如此短时间里实现复制和超越。</p><p>这种现象级的增长,背后的核心原因只有一个:</p><p>微信的流量。</p><p>腾讯曾经因为失败的产品,折戟电商,因此外界普遍认为腾讯不具有电商基因。</p><p>然而在过去几年,购物流量的类型已经从主动购买流量,逐渐向朋友推荐型流量迈进。</p><p>腾讯迎来了社交流量导入电商的最佳时机,拼多多和小程序零售正在成为腾讯做电商的典型案例。</p><p>所以与其说这是拼多多与淘宝的战争,不如说是腾讯与阿里的战斗。</p><p>但是,如果因为拼多多的案例,就认为微信可以接受淘宝特价版的到来,那就未免太天真。</p><p>第一,微信的流量虽然免费的,但拼多多为了能够获得腾讯的支持,付出了16.5%的股权。这是相对合理的价码,也是商业法则。</p><p>第二,微信其本质还是社交工具,张小龙保护已久,过去很多年排斥微信的过度商业化,如果大量电商营销内容充斥微信,必定会引起微信的反弹。</p><p>第三,过去多年,阿里和腾讯泾渭分明,更是互联网世界里的两极公司,各自都视对方为最大的战略对手。</p><p>如果腾讯接受阿里的进入,那么阿里是否能够接受腾讯产品进入阿里呢?</p><p>目前来看,这个事情是无解的,因为大家都心知肚明,淘宝特价版与微信的合作,只是一场刻意而为的表演。</p><p>如今的腾讯,我想应该处于了进退两难的境地:</p><p>接受阿里,不符合公司商业逻辑。</p><p>不接受阿里,陷入反垄断讨伐。</p><p>3</p><p>一定程度上说,未来几年的商业竞争,商业本身是其次的,每家大公司,其实都是在反垄断的压力下,如履薄冰。</p><p>蚂蚁IPO,能够在这么短的时间里被叫停,折射出了顶层对遏制强大的技术平台和科技行业无序扩张的决心。</p><p>阿里前车之鉴,让腾讯更是战战兢兢。就在昨天的财报会上,马化腾也首次回应反垄断:将积极配合监管。</p><p>淘宝特价版申请进入微信小程序,无疑是将腾讯逼到了十字路口。</p><p>接下来,淘宝特价版和微信的走向可能存在两个可能性:</p><p>第一、腾讯基于商业目的,拒绝阿里,腾讯引起舆论反垄断的讨伐。</p><p>第二、腾讯真正与阿里达成合作,背后推动者应该是更神秘的力量。</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴已经把腾讯逼到了十字路口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 11:42 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-03-26/doc-ikkntiam8387068.shtml><strong>新浪财经-自媒体综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴居然历史性地向腾讯低头了。但这显然不是臣服,而是在反垄断背景下,向腾讯发起的一次降维攻击。3月17日,有多家媒体爆料称,阿里巴巴计划在腾讯微信上开通淘宝特价版小程序。3月25日,阿里巴巴副总裁、C2M事业部总经理七公对外正式承认:的确提交了淘宝特价版小程序的申请,期待和腾讯的合作,但申请仍在审批中。这是罕见的一幕。外界普遍认为,这次阿里主动向腾讯缴械投降,是阿里在拼多多快速增长压力下的无奈...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-03-26/doc-ikkntiam8387068.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/170da53ca50416ee9f9e6a60364fa1be","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR","BABA":"阿里巴巴","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-03-26/doc-ikkntiam8387068.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122423430","content_text":"阿里巴巴居然历史性地向腾讯低头了。但这显然不是臣服,而是在反垄断背景下,向腾讯发起的一次降维攻击。3月17日,有多家媒体爆料称,阿里巴巴计划在腾讯微信上开通淘宝特价版小程序。3月25日,阿里巴巴副总裁、C2M事业部总经理七公对外正式承认:的确提交了淘宝特价版小程序的申请,期待和腾讯的合作,但申请仍在审批中。这是罕见的一幕。外界普遍认为,这次阿里主动向腾讯缴械投降,是阿里在拼多多快速增长压力下的无奈之举,更是在反垄断压力下,向监管释放对外合作的信号。但3号技师完全不赞同这样的观点:淘宝不是真诚地想与微信合作,腾讯也不欢迎淘宝特价版的到来。因为,这本质上是一场不符合商业逻辑的表演。看似冰释前嫌的背后,目的是掀起一场更大的战争:将反垄断之火烧向腾讯。阿里匍匐进攻,腾讯进退两难。周鸿祎说,哪家公司都不要忽视,除了腾讯。这句话,同样适用于阿里。1阿里根本不会想要微信的流量,因为这是阿里的底牌。“那些被淘宝打掉的假货,都去了哪里呢?微信里,朋友圈里,络绎不绝”,2017年,阿里巴巴高管的这段公开言论,真实地体现了阿里对腾讯的态度。在这充满情绪化的对话背后,其实是商业利益使然:阿里是个独特商业模式的公司,它不依靠卖货赚钱,而是靠卖流量赚钱,依赖此模式,它积累下巨额的财富。淘宝的收入主体是广告,通过自己获取的流量变现,流量越闭环,商业溢价能力就越高。相对应的,对那些不在阿里巴巴掌控之中的流量,它就会极为排斥,因为会对淘宝的流量定价权产生冲击。2013年,手机淘宝就曾屏蔽了微信跳转至淘宝页面的通道,在封杀微信之前,阿里巴巴先封杀了购物分享网站美丽说和蘑菇街。在2008年的时候,淘宝甚至也屏蔽了百度搜索。同时,阿里在过去多年购买了大量的流量型公司,比如微博,优酷等,而且都要求拥有绝对控制权。这么做的目的就是为了让这些外部公司的流量,能够在阿里母体里充分变现。如果像微信或者百度这样的第三方,撕开了一道新兴的免费流量口,将对阿里造成底层商业模式上的冲击。一个简单的例子是:如果淘宝的小商家们在微信的免费私域流量风声水起,它还愿意回到淘宝吗?还会继续缴纳在阿里的坑位费?因此,如果淘宝进入微信,那不叫寻找新增流量,而是:自废武功。绝顶聪明的阿里,断然不会这么“傻”。2微信确实是个诱人的流量池,因为在这片土壤里,滋养了阿里最大的对手——拼多多。拼多多最新的财报显示,拼多多年度活跃用户已经超过了阿里巴巴。这可能是中国互联网的转折点:一家跟淘宝差异并不大的新兴电商公司,可以在如此短时间里实现复制和超越。这种现象级的增长,背后的核心原因只有一个:微信的流量。腾讯曾经因为失败的产品,折戟电商,因此外界普遍认为腾讯不具有电商基因。然而在过去几年,购物流量的类型已经从主动购买流量,逐渐向朋友推荐型流量迈进。腾讯迎来了社交流量导入电商的最佳时机,拼多多和小程序零售正在成为腾讯做电商的典型案例。所以与其说这是拼多多与淘宝的战争,不如说是腾讯与阿里的战斗。但是,如果因为拼多多的案例,就认为微信可以接受淘宝特价版的到来,那就未免太天真。第一,微信的流量虽然免费的,但拼多多为了能够获得腾讯的支持,付出了16.5%的股权。这是相对合理的价码,也是商业法则。第二,微信其本质还是社交工具,张小龙保护已久,过去很多年排斥微信的过度商业化,如果大量电商营销内容充斥微信,必定会引起微信的反弹。第三,过去多年,阿里和腾讯泾渭分明,更是互联网世界里的两极公司,各自都视对方为最大的战略对手。如果腾讯接受阿里的进入,那么阿里是否能够接受腾讯产品进入阿里呢?目前来看,这个事情是无解的,因为大家都心知肚明,淘宝特价版与微信的合作,只是一场刻意而为的表演。如今的腾讯,我想应该处于了进退两难的境地:接受阿里,不符合公司商业逻辑。不接受阿里,陷入反垄断讨伐。3一定程度上说,未来几年的商业竞争,商业本身是其次的,每家大公司,其实都是在反垄断的压力下,如履薄冰。蚂蚁IPO,能够在这么短的时间里被叫停,折射出了顶层对遏制强大的技术平台和科技行业无序扩张的决心。阿里前车之鉴,让腾讯更是战战兢兢。就在昨天的财报会上,马化腾也首次回应反垄断:将积极配合监管。淘宝特价版申请进入微信小程序,无疑是将腾讯逼到了十字路口。接下来,淘宝特价版和微信的走向可能存在两个可能性:第一、腾讯基于商业目的,拒绝阿里,腾讯引起舆论反垄断的讨伐。第二、腾讯真正与阿里达成合作,背后推动者应该是更神秘的力量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":356029435,"gmtCreate":1616744836327,"gmtModify":1704798175318,"author":{"id":"3547461636949203","authorId":"3547461636949203","name":"Gloria123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547461636949203","authorIdStr":"3547461636949203"},"themes":[],"htmlText":"88","listText":"88","text":"88","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356029435","repostId":"2122423430","repostType":4,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}