CalebNgor personal page - To The Moon

CalebNgor

CalebNgor

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2021-06-23

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2021-07-14

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阿里腾讯世纪大和解，巨头流量终于不再内卷？

2021-06-30

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2021-06-11

11

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up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144123738","repostId":"1191042641","repostType":4,"repost":{"id":"1191042641","kind":"news","pubTimestamp":1626268350,"share":"https://ttm.financial/m/news/1191042641?lang=&edition=fundamental","pubTime":"2021-07-14 21:12","market":"hk","language":"zh","title":"阿里腾讯世纪大和解，巨头流量终于不再内卷？","url":"https://stock-news.laohu8.com/highlight/detail?id=1191042641","media":"罗超频道","summary":"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。\n\n受此消息影响，阿里股价盘前大涨。\n\n如果传言为","content":"<p>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。</p>\n<p><img src=\"https://static.tigerbbs.com/b7ff5fd187115ebb03ade00bbb8d1854\" tg-width=\"1080\" tg-height=\"665\" referrerpolicy=\"no-referrer\"></p>\n<p>受此消息影响，阿里股价盘前大涨。</p>\n<p><img src=\"https://static.tigerbbs.com/38366b9edd0c99cc153b1aad8eacf67c\" tg-width=\"899\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p>如果传言为真，这绝对称得上是中国互联网的“<b>世纪大和解</b>”。</p>\n<p><b>世纪大和解？</b></p>\n<p>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，但依然让阿里感受到了前所未有的危机。</p>\n<p>马云号令阿里员工春节回来加班，称腾讯此举为“珍珠港袭击”，后来阿里通过做来往等手段反制，却都没有效果。当初做来往的无招后来带团队做出了钉钉。</p>\n<p>还好阿里电商移动化取得成功，支付宝也算争气，与微信支付平分秋色，再加上阿里云与菜鸟等王牌业务，阿里巴巴跟腾讯依然不分仲伯。</p>\n<p>2014年春节是一个标志性起点，此后阿里与腾讯两大“互联网帝国”不断通过“生态扩张”将盘子越做越大。腾讯的思路是将半条命交出去的“开放”，拿流量、资金以及部分非核心业务去换外部公司股权，不控股只占股，如京东、拼多多、美团等；阿里则是收购为主，如优酷、UC、高德等，再将业务整合到自有业务生态。</p>\n<p><img src=\"https://static.tigerbbs.com/158028794b49715b63423c437e19eaef\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"></p>\n<p>经历耗时7年的“两马战”，阿里与腾讯两大巨头的业务触角在互联网行业已无处不在，且正在向现实世界无孔不入地渗透，阿里要做“数字化操作系统”，腾讯要做“数字化助手”。</p>\n<p><b>“流量篱笆”的后患</b></p>\n<p>出于利益最大化的考量，阿里与腾讯逐渐圈建起了自己的流量篱笆，淘宝不用微信支付，微信禁止淘系链接……各自形成所谓“流量闭环”。在产品互相限制的表象下，两个巨头的“世纪对决”更多是一场场代理人大战，饿了么VS美团，优酷VS腾讯视频，来往VS企业微信，支付宝VS微信支付，淘票票VS猫眼，飞猪VS同程，哈啰VS滴滴，淘宝VS拼多多/京东……</p>\n<p><b>不可否认，这种独特的“双巨头竞争”，加速了互联网服务的渗透，互联网经济近年来高度繁荣与这种竞争不无关系。然而，这种竞争的“后遗症”越到后面越明显。</b></p>\n<p>每个巨头都在圈建自己的篱笆，建立自己的后花园，里面有用户，内容、服务与商家。因为有了篱笆，花园变得井然有序，然而却少了大自然中的斑驳陆离。更严重的后果是，当每个平台都能自行决定封禁什么、允许什么时，这种权力难免会成为打压对手、限制竞争、获取利益的手段，毕竟，不是每个企业都有自己的“节操”。</p>\n<p>有一句话说的很好：<b>对于大多数企业来说，道德是上限，法律才是下限。</b></p>\n<p>当所有互联网巨头都圈建篱笆，当内容被限制在一个个孤岛里面的时候，当内容不再能在不同平台间最高效流动时，当内容与服务的连接成本变高时，移动互联网就不再具有“开放”特性。</p>\n<p><b>唯有开放，才能“互联互通”，这正是互联网的底层精神。</b></p>\n<p><b>全新的起点</b></p>\n<p>2020年，是互联网反垄断周期的起点，我当时判断是“巨头们都将主动或被强制拆除花园的篱笆，从而走向真正的开放，促进公平竞争，支持行业创新。”现在看来，这一切正在发生。</p>\n<p>阿里巴巴被调查后在公开信中说：</p>\n<blockquote>\n “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</blockquote>\n<p>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。</p>\n<p>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。<b>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。</b></p>\n<p><b>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。</b>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。</p>\n<p>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，<b>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。</b></p>\n<p>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。</p>\n<p>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。</p>\n<p><img src=\"https://static.tigerbbs.com/63a1b3d30e4bdf8fe4066267b01e0dba\" tg-width=\"899\" tg-height=\"640\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3f1c5b664e69c631bb88559f1deea6f1\" tg-width=\"899\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>","source":"luochaotmt","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里腾讯世纪大和解，巨头流量终于不再内卷？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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阿里腾讯世纪大和解，巨头流量终于不再内卷？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/gYdFuI22Lpp82k_81t5YAg><strong>罗超频道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。\n\n受此消息影响，阿里股价盘前大涨。\n\n如果传言为真，这绝对称得上是中国互联网的“世纪大和解”。\n世纪大和解？\n2014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...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/gYdFuI22Lpp82k_81t5YAg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b7ff5fd187115ebb03ade00bbb8d1854","relate_stocks":{"BABA":"阿里巴巴","00700":"腾讯控股","TCEHY":"腾讯控股ADR","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s/gYdFuI22Lpp82k_81t5YAg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191042641","content_text":"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。\n\n受此消息影响，阿里股价盘前大涨。\n\n如果传言为真，这绝对称得上是中国互联网的“世纪大和解”。\n世纪大和解？\n2014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，但依然让阿里感受到了前所未有的危机。\n马云号令阿里员工春节回来加班，称腾讯此举为“珍珠港袭击”，后来阿里通过做来往等手段反制，却都没有效果。当初做来往的无招后来带团队做出了钉钉。\n还好阿里电商移动化取得成功，支付宝也算争气，与微信支付平分秋色，再加上阿里云与菜鸟等王牌业务，阿里巴巴跟腾讯依然不分仲伯。\n2014年春节是一个标志性起点，此后阿里与腾讯两大“互联网帝国”不断通过“生态扩张”将盘子越做越大。腾讯的思路是将半条命交出去的“开放”，拿流量、资金以及部分非核心业务去换外部公司股权，不控股只占股，如京东、拼多多、美团等；阿里则是收购为主，如优酷、UC、高德等，再将业务整合到自有业务生态。\n\n经历耗时7年的“两马战”，阿里与腾讯两大巨头的业务触角在互联网行业已无处不在，且正在向现实世界无孔不入地渗透，阿里要做“数字化操作系统”，腾讯要做“数字化助手”。\n“流量篱笆”的后患\n出于利益最大化的考量，阿里与腾讯逐渐圈建起了自己的流量篱笆，淘宝不用微信支付，微信禁止淘系链接……各自形成所谓“流量闭环”。在产品互相限制的表象下，两个巨头的“世纪对决”更多是一场场代理人大战，饿了么VS美团，优酷VS腾讯视频，来往VS企业微信，支付宝VS微信支付，淘票票VS猫眼，飞猪VS同程，哈啰VS滴滴，淘宝VS拼多多/京东……\n不可否认，这种独特的“双巨头竞争”，加速了互联网服务的渗透，互联网经济近年来高度繁荣与这种竞争不无关系。然而，这种竞争的“后遗症”越到后面越明显。\n每个巨头都在圈建自己的篱笆，建立自己的后花园，里面有用户，内容、服务与商家。因为有了篱笆，花园变得井然有序，然而却少了大自然中的斑驳陆离。更严重的后果是，当每个平台都能自行决定封禁什么、允许什么时，这种权力难免会成为打压对手、限制竞争、获取利益的手段，毕竟，不是每个企业都有自己的“节操”。\n有一句话说的很好：对于大多数企业来说，道德是上限，法律才是下限。\n当所有互联网巨头都圈建篱笆，当内容被限制在一个个孤岛里面的时候，当内容不再能在不同平台间最高效流动时，当内容与服务的连接成本变高时，移动互联网就不再具有“开放”特性。\n唯有开放，才能“互联互通”，这正是互联网的底层精神。\n全新的起点\n2020年，是互联网反垄断周期的起点，我当时判断是“巨头们都将主动或被强制拆除花园的篱笆，从而走向真正的开放，促进公平竞争，支持行业创新。”现在看来，这一切正在发生。\n阿里巴巴被调查后在公开信中说：\n\n “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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151014951,"gmtCreate":1625057419773,"gmtModify":1703735003634,"author":{"id":"3578392343009601","authorId":"3578392343009601","name":"CalebNgor","avatar":"https://static.tigerbbs.com/a3362eced7aefff53d8f8605eea0d336","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578392343009601","authorIdStr":"3578392343009601"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[{"img":"https://static.tigerbbs.com/b9e2dc67bc2a1e169e2671c24f88a633","width":"1080","height":"2101"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/151014951","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169562285,"gmtCreate":1623843712347,"gmtModify":1703821109211,"author":{"id":"3578392343009601","authorId":"3578392343009601","name":"CalebNgor","avatar":"https://static.tigerbbs.com/a3362eced7aefff53d8f8605eea0d336","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578392343009601","authorIdStr":"3578392343009601"},"themes":[],"htmlText":"H9e....","listText":"H9e....","text":"H9e....","images":[{"img":"https://static.tigerbbs.com/ef7cd97101b1bdde91fda5fc482f34ef","width":"1080","height":"2841"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169562285","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896492483,"gmtCreate":1628599628542,"gmtModify":1676529792012,"author":{"id":"3578392343009601","authorId":"3578392343009601","name":"CalebNgor","avatar":"https://static.tigerbbs.com/a3362eced7aefff53d8f8605eea0d336","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578392343009601","authorIdStr":"3578392343009601"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[{"img":"https://static.tigerbbs.com/da8df554902ad55ba4716bcca9d0678f","width":"1080","height":"2933"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896492483","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899867405,"gmtCreate":1628174340007,"gmtModify":1703502613843,"author":{"id":"3578392343009601","authorId":"3578392343009601","name":"CalebNgor","avatar":"https://static.tigerbbs.com/a3362eced7aefff53d8f8605eea0d336","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578392343009601","authorIdStr":"3578392343009601"},"themes":[],"htmlText":"H93.....","listText":"H93.....","text":"H93.....","images":[{"img":"https://static.tigerbbs.com/d73d1d96de568634d1cc707ed40915cf","width":"1080","height":"2842"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899867405","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":890153704,"gmtCreate":1628087931308,"gmtModify":1703501059217,"author":{"id":"3578392343009601","authorId":"3578392343009601","name":"CalebNgor","avatar":"https://static.tigerbbs.com/a3362eced7aefff53d8f8605eea0d336","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578392343009601","authorIdStr":"3578392343009601"},"themes":[],"htmlText":"H9e...","listText":"H9e...","text":"H9e...","images":[{"img":"https://static.tigerbbs.com/2073daa55bfcd2d5346456cd298514bd","width":"1080","height":"2847"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890153704","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":158524601,"gmtCreate":1625157812403,"gmtM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