腾讯阿里有意开放边界？业内人士称或将有利于SaaS产业发展

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腾讯阿里有意开放边界？业内人士称或将有利于SaaS产业发展

证券日报网2021-07-21

本报记者施露　　近日，关于腾讯、阿里互相开放生态的消息不绝于耳。传言称淘宝即将引入微信财付通，后者则开放淘系连接。消息一出，各种关于电商平台排名即将颠覆的声音不断出现。　　阿里腾讯开放边界，让互联网行业为之一震，一个是占了电商七成销售份额的巨头，一个是国内最大的社交软件巨头，二者相互开放生态势必引来互联网行业不小的震动。　　微盟集团作为SaaS行业（SaaS产业主要是软件即服务行业，是云计算的...

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Industry insiders said that it will benefit the development of SaaS industry","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00700":1,"TCEHY":1,"QNETCN":0.6},"content_text":"本报记者 施露　　近日，关于腾讯、阿里互相开放生态的消息不绝于耳。传言称淘宝即将引入微信财付通，后者则开放淘系连接。消息一出，各种关于电商平台排名即将颠覆的声音不断出现。　　阿里腾讯开放边界，让互联网行业为之一震，一个是占了电商七成销售份额的巨头，一个是国内最大的社交软件巨头，二者相互开放生态势必引来互联网行业不小的震动。　　微盟集团作为SaaS行业（SaaS产业主要是软件即服务行业，是云计算的一种服务模式）的代表，也是腾讯生态旗下重要成员之一，在此番腾讯阿里开放边界影响中被热议。其中，两大巨头开放边界是否会对微盟的业务产生冲击成为外界质疑的焦点。　　对于外界的质疑，微盟集团CEO孙涛勇对《证券日报》记者称：“美国有非常开放的生态系统，丝毫不阻碍Shopify成为伟大的企业，我们期待中国也能有这样的开放生态系统，商家选择私域流量代表――微盟集团，从来不是因为阿里的封闭，而是商业模式的根本性变革。中国生态系统的开放，对商家，对互联网平台，对微盟都是幸事，我们期待中国的互联网生态自由、开放、连接的未来。”　　对于腾讯阿里开放边界是否会误伤SaaS行业，深度科技研究院院长张孝荣对《证券日报》记者表示：“腾讯阿里开放边界暂时看来对SaaS行业影响不大。如果真要开放，必然也是小范围开放，试点性开放某些个数据接口，能够让app数据相互‘沟通’，比如小程序，焦点应该在于微信平台，仅此而已，但核心数据不会开放，核心生态也很难共享。从微信流入淘宝天猫等平台的数据也应该在可控范围内，不会对腾讯系电商产业链上的企业造成太大冲击。”　　老虎证券投研团队负责人王珊对记者表示，“对微盟不会有影响，腾讯阿里互相开放，也只是不再拦截（此前是完全拦截屏蔽）。而微盟本身只是为依托微信生态的小程序、微店等做系统服务，目前看起来就算微信不拦截阿里系，也不会对微盟自己的小程序微商有什么冲突。”　　对于腾讯和阿里来说，互相开放生态，也许是一种资源的优化配置，市场对此看法则较为正面，二者开放边界消息一出，两家公司股价都有所上涨。反而是之前受益于腾讯阿里生态割裂的一些公司，股价下跌。　　业内人士认为，腾讯阿里开放边界对SasS行业是巨大利好，任何一个平台都有利益和诉求，最终会是流量、利益交换的平衡，这意味着每一家平台依然会积极扶持自己的小店小程序，受益最大的是商家。对于淘宝而言，数以百万计的商家将接触到微信流量，对于整个微信电商生态是件大好事。商家在淘宝还是公域或者平台模式，不掌握客户和数据，而微盟这样的私域流量平台，或能给商家更多渠道变现。 \n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：yfh","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":178790981,"gmtCreate":1626835450843,"gmtModify":1703766115898,"author":{"id":"4088046341544430","authorId":"4088046341544430","name":"Yunfang","avatar":"https://community-static.tradeup.com/news/1458ef9bd34d587d1fcf10b5e4b9fc21","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"4088046341544430","authorIdStr":"4088046341544430"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178790981","repostId":2153615562,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5437318,"gmtCreate":1628172300947,"gmtModify":1663231977039,"authorId":4088046341544430,"author":{"id":4088046341544430,"idStr":"4088046341544430","authorId":4088046341544430,"name":"Yunfang","avatar":"https://community-static.tradeup.com/news/1458ef9bd34d587d1fcf10b5e4b9fc21","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":178790981,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}