三天后，阿里、腾讯的命运或将被彻底改写

虎嗅2021-09-14

出品｜虎嗅商业、消费与机动组作者｜黄青春 9月9日，一场对互联网影响深远的会议在工信部组织下召开。参会企业包括阿里巴巴、腾讯、字节跳动、百度、华为、小米、陌陌、360、网易等，会议精神主要涉及三个方面： 1、对于用户分享的同种类型产品或服务的网址链接，展示和访问形式应保持一致； 2、用户在即时通信中发送和接收合法网址链接，点击链接后，在应用内以页面的形式直接打开； 3、不能对特定的产品或服务...

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Comment（28）

期权淘金者
·2021-09-15
誇張了吧
Reply
1
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幸运小龙龙
·2021-09-15
還要跌一輪
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1
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plaispool
·2021-09-15
閱
Reply
2
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Youn7276
·2021-09-15
閱
Reply
3
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星光满天
·2021-09-14
d咬d，沒啥好說的
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2
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nbox
·2021-09-14
爲什麼不需要支付寶二維碼？存在即是合理
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3
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6f253c13
·2021-09-14
騰訊跌停
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2
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杂烩饭大人
·2021-09-14
利好呀
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1
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机智的小涛
·2021-09-14
互聯網大佬如果按不要臉排個名次，麻花騰絕對力壓羣雄
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3
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beencake
·2021-09-14
垃圾麻花騰企鵝不倒天理難容，支持抖音！！！
Reply
1
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阳光小韭
·2021-09-14
就是各自做好自己的領域不要總想着搶地盤了[笑哭]
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1
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黑夜萤火
·2021-09-14
即時通信接口應該開放
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莲花山_8997
·2021-09-14
阿里吃了苦頭終於也賺到了
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行天下639800
·2021-09-14
說得清楚明瞭，好文章！[強] [強] [強]
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被幸运女神眷顾的男人
·2021-09-14
抖音是最大的收益者可惜沒有上市
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1
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Fold Replies
- 阳光小韭:
  流量上是，电商是打击
  2021-09-14
  Reply
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可爱小关
·2021-09-14
這個不是主要針對微信麼，在微信內的下載app或者跳轉app內頁必須在瀏覽器內才行，這個淘寶，字節有什麼關係
Reply
1
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清茶一杯_0228
·2021-09-14
淘寶垂死掙扎
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2
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无知的自己
·2021-09-14
張一名，張勇馬雲都是真小人
Reply
4
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Fold Replies
- 无知的自己:
  实事求是不迷信，我要写正确他名字干啥？
  2021-09-14
  Reply
  Report
- 山安Replying tobeencake:
  抄袭怎么是恬不知耻，难道谁先发明就是谁的？别人就不可以应用？
  2021-09-14
  Reply
  Report
- beencake:
  实诚个屁，天天恬不知耻抄袭还实诚
  2021-09-14
  Reply
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QQ保镖，很多模块被360安全卫士替换掉，如果腾讯当初不做这个决定，可能很快整个QQ关系链都要被360抢走。\n之后，在工信部的调停下，“3Q大战”宣告结束。但从事后看，“3Q大战”成为腾讯封闭与开放的分水岭，为后来腾讯庞大的生态搭建孕育了基因，也开了敦促巨头自省的先例。此后，阿里、新浪等众多中国互联网公司纷纷宣布实施开放平台策略，中国互联网真正意义上迎来开放时代，2011年因而被誉为中国互联网的“开放元年”。\n然而，以2013 年淘宝和微信相互屏蔽为节点，此后各大平台亲疏有别，阿里、腾讯之间的罅隙甚至覆盖了大半个互联网，选择性屏蔽外链几乎变成一种行业共识，大家画地为牢、自建围城，生态孤岛压力渐显——各家经济体分立，用户、数据、基础设施割裂，创新机制遭受抑制。\n直到2018年5月7日，“头腾大战”再一次将暗地厮杀搬上台面说事。\n张一鸣在朋友圈庆祝抖音Tik Tok（抖音的国际版）获得了Q1 App Store免费下载量的第一名，他写道：“celebrate small success”。除此之外，他还在留言区留言：“微信的借口封杀，微视的抄袭搬运挡不住抖音的步伐。”这句话直接被马化腾回怼：“可以理解为诽谤。”\n\n其实，张一鸣的说法不无道理。\n原本细分赛道的老大老二都有一个市场选择的过程，而腾讯把市场选择变成了“腾讯选择”——基于自己的商业策略干预其他产品的流量周期，把更多的资源倒灌给了嫡系。这会使得封闭平台有越来越多的资金，然后不断天量投放，进而无序扩张。而各个细分赛道的竞争也在站队的过程中变得越发“功利”和“野蛮”。\n本质上，这就是将公共流量变成自身平台的利益筹码，同时这种限制和屏蔽行为也影响了信息的自由流动和互联互通。\n所以，中国信息通信研究院政策与经济研究所监管研究部主任李强治认为，此次整治行动，工信部从互联互通视角出发去考虑，是对互联网基本精神的一种回归——一旦开放外链，用户的选择变多，参与竞争的企业也会更多。\n而且话说回来，不管怎么粉饰商业公司的精巧算计，本质上都是一种限制用户选择自由、损害用户权益的商业手段。\n对此，一位网友就指出，“微信屏蔽倒逼用户在抖音形成关系链，看看热门视频评论区有多少人在艾特朋友来看视频或者神评就知道了。本来这些人可以直接把视频分享给微信好友的。”\n所以，开放外链后，用户最先切身感受到的变化就是方便——再也不用复制一堆奇怪的字母和符号，可以直接打开链接，不需要另行打开APP才能进入他人分享的页面，简洁又迅速。\n也就是说，表面上解决的是生态开放的问题，实际上是在反流量垄断——反垄断的目标之一就是要消除巨头间割裂，使数字平台走向互联互通，从而为更多创新组织创造公平发展空间。\n不过，眼看“复制链接到浏览器打开”即将成为历史，不知张一鸣会不会怀念三年前向腾讯宣战的那个夏天。毕竟，两人隔空互呛犹在昨日，而“头腾大战”如今却要无疾而终，甚至连整个互联网版图都可能因此被改写。\n一些能预见的变化\n“对于视频号及腾讯身后一众小弟，妥妥的利空；但对于头条系，淘系绝对是利好。过去张一鸣领导下的头条，一个老大难问题就是微信，一旦外链屏蔽解除后问题迎刃而解，等于直接从微信被撕开了一条流量口子。”一位投资人对虎嗅表示。\n说实话，7月份阿里、腾讯生态互相开放的消息不胫而走时，确实有大部分人认为，拼多多会最先受到冲击，其次是京东。\n理由非常简单，它们作为腾讯身后的小弟，没少在商业竞争上受到腾讯的流量庇护，至少在电商格局里，不管是拼多多还是京东，两者的用户增长很大程度上都依赖于微信强大的流量漫灌。\n如今，外链壁垒不再，等到淘系登堂入室，那其赖以生存的流量池将被极大分流，用户增长曲线很可能因此扭头向下。至少朋友圈、公众号、微信群推荐转发里，不再只是“砍一刀”的天下。\n不过，这只是理论上存在的情况，京东、拼多多如今已在电商领域和淘系三分天下，腾讯流量对其有加持固然不假，但京东、拼多多的自身基因才是其崛起的关键。三者在运营策略、定价策略、流量获取策略上完全不同，自然也不会被轻易取而代之。\n\n况且，打铁还需自身硬。自从反垄断法陆续实施以来，淘宝特价版、天猫、闲鱼等产品也相继在微信上架小程序，等于一只脚已经试探性迈入了微信生态，但从目前其发展势头来看，似乎并不如预期乐观 。\n如果继续按照上述投资人的思路往下，当开放外链成为一种常态后，淘宝、抖音会迅速补齐自身社交关系链，两者无疑会迎来一波新的流量增长红利，而整个微信却会变得“管道化”——尤如中国联通、中国移动、中国电信，虽然也有庞大的用户基数，但其作为底层基础建设，商业化能力非常有限，别说挣钱甚至可能在运营层面赔钱。\n微信当然也有过这方面的担忧，所以两个战略级产品应运而生。\n第一个是前两年被寄予厚望的小程序。\n彼时，微信想法很简单，在自身体量几乎等于中国网民数量的今天，如果从人性角度出发，一旦用户可以直接在微信中完成购物、娱乐、消费、支付的闭环，为什么还要花力气去下载一堆五颜六色的独立APP？\n结果事与愿违，小程序承载能力有限，便捷性、丰富度均难以与独立APP媲美。而且，小程序初期原本是支持跳转App的，但后来腾讯为了锁住流量便不再提供小程序打开App的技术服务，此举多少能看出腾讯的私心。\n况且，企业对于小程序的担忧就如同运营者之于公众号的顾虑，等于要将命运交到腾讯手里，还需要不断适应平台规则才能生存，和寄人篱下没什么区别。所以在这种情况下，企业经营者天然会有强烈的不安全感，所以小程序最终就变成各大企业觊觎微信流量时，无奈“投诚”的引流工具。\n另一个，便是微信近两年大力提携的视频号。\n明眼人都能看出来，自从视频号推出起，微信除了流量倒灌外，还在功能模块的设置上不断提升其在微信生态的优先级，各种入口互通和置顶放权。\n但在开放外链后，视频号的战略性优势或将不复存在，因为抖音短视频在微信生态的传播将会变得更加便捷和畅通，届时视频号在内容不占优势、算法不占优势、体验不占优势的情况下，无论朋友圈还是群聊将会不同程度被抖音短视频攻陷，而这无疑会让原本就高开低走的视频号命运更加多舛。\n尤其，当下抖音正在发力电商、外卖、同城团购等业务，如果开放外链，等于帮助博主们省去了将粉丝导流到微信的步骤，直接就能够在抖音内完成视频观看、直播带货和订单成交的流量循环。\n除此之外，许多网友认为，“打开窗户进来了春风，也进来了苍蝇蚊子。”\n首先，开放外部链接后，各个平台上的网络诈骗、隐私泄露等问题会不同程度爆发。毕竟平台开放意味着用户个人信息会在多个平台之间“共享”，隐私空间越来越小，由此引发的电信诈骗会变得更加隐蔽和“逼真”。\n其次，开放外链后，平台会因为开放拿到更全面、更准确的用户信息数据，广告轰炸势必会变得更加频繁，信息污染也会变得更严重，届时用户无疑要耗费更大的精力及时间成本在信息辨识上。\n说实话，这些担忧是此前微信也出现过的阶段性问题，放在五六年前张小龙可能还要皱下眉头，但按照今天微信的运营、服务及合规能力，绝对不会因为开放外链“重蹈覆辙”。即便是抖音、淘宝的内容，腾讯也完全可以通过对用户进行提示、给用户提供屏蔽措施来解决。\n\n当然，也有人觉得这会是一场多赢的局面，毕竟当腾讯、阿里、字节等新老巨头打破藩篱，势必会提升各自生产效率，进而为社会创造更大的价值。\n对此，一位媒体从业者就分析称，“腾讯、阿里、字节互通互联，可能会形成一个“娱乐属性+社交属性+交易属性”的产业协作形态——腾讯放大资源效能，阿里提升交易覆盖，字节强化算法推送。”\n即便短期无法达成如此契合的商业共振效用，但按照如今微信、淘宝、抖音三款产品的巨大用户体量，在完全互通后至少能在商业层面各取所需——腾讯进一步锻炼自身电商、视频能力；阿里充分转化新流量反哺交易，拉升GMV；抖音强化社交链以及电商属性。\n当然，以上都仅仅是猜测，至于开放外链能让当下的互联网走向何方，具体还要看落到实处的“尺度”：到底是局限于信息浏览，还是宽容到能购买支付，情况完全不同。\n不过，当微信扫支付宝二维码能支付成功时，还需要支付宝二维码吗？","kind":"news","is_publish_news":false,"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":882384166,"gmtCreate":1631662305855,"gmtModify":1676530601052,"author":{"id":"3560124841288139","authorId":"3560124841288139","name":"期权淘金者","avatar":"https://static.tigerbbs.com/d9eed4006b80b8fc85b7e4f62dddb139","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3560124841288139","authorIdStr":"3560124841288139"},"htmlText":"誇張了吧","listText":"誇張了吧","text":"誇張了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882384166","repostId":1132896041,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":882315705,"gmtCreate":1631661658407,"gmtModify":1676530600748,"author":{"id":"3572913701828718","authorId":"3572913701828718","name":"幸运小龙龙","avatar":"https://static.tigerbbs.com/4a8984634137b288ba65d89f6537c7d9","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3572913701828718","authorIdStr":"3572913701828718"},"htmlText":"還要跌一輪","listText":"還要跌一輪","text":"還要跌一輪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882315705","repostId":1132896041,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":882954599,"gmtCreate":1631657243711,"gmtModify":1676530599281,"author":{"id":"3560652149389543","authorId":"3560652149389543","name":"plaispool","avatar":"https://static.tigerbbs.com/4e73f25703acab79329cb615cff70000","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3560652149389543","authorIdStr":"3560652149389543"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882954599","repostId":1132896041,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":882928979,"gmtCreate":1631654461591,"gmtModify":1676530598806,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882928979","repostId":1132896041,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":882078918,"gmtCreate":1631634749934,"gmtModify":1676530596891,"author":{"id":"3475278403264974","authorId":"3475278403264974","name":"星光满天","avatar":"https://static.tigerbbs.com/4cddc10b7f0ccbb2eaad8faf10c6e254","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3475278403264974","authorIdStr":"3475278403264974"},"htmlText":"d咬d，沒啥好說的","listText":"d咬d，沒啥好說的","text":"d咬d，沒啥好說的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882078918","repostId":11328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