Because Alibaba and the pattern of Tecent are different!
Above all, we will see Alibaba, full name is Alibaba group, tecent, tecent accuses. Alibaba the United States appears on the market the company is an electric business in A only Wu, include to clean out cat of treasure, day, get together be to one's profit, (estimation also has idle fish this kind secondhand electric business trades platform) and cloud computation business bales appear on the market, the market prise of one billion seven hundred and eighty-three million seven hundred and ninety-three thousand six hundred and sixty-four dollars is electric business Wu and cloud are calculated only actually just, other asset belongs to Alibaba of the group! Nevertheless electric business Wu occupies the battalion in A to close 80% , make money or rely on electric business, but the Babaji in A is round giant with value it is the market prise of that one billion seven hundred and eighty-three million seven hundred and ninety-three thousand six hundred and sixty-four dollars that the United States appears on the market not merely absolutely, take out a business casually, although may not gain but value and appraise value are great fearsome! See Tecent again, the main body that appears on the market in Hong Kong calls Tecent to accuse, this already include all business of Tecent, with respect to Lian Wei the letter also belongs to Tecent to accuse one part, unless business comes off alone,come out to appear on the market independently! Farewell head sees Alibaba group, gao De, public praise, hungry, science and technology of industry of the movie in small, A, first signs waits unripe electron of actor cruel, dried, constant, culmination a moment is Alibaba the asset of the group, appear on the market with the United States main body concerns without what!
Next, alibaba all the time according to train of thought is layout a whole modes of life and relation to their environment closes catenary, and interior is to use the pattern that platform changes to undertake! Gold of platform of alliance of advertisement of the mom in platform of computation of platform of platform of platform of the C2C that clean out treasure, day cat B2C, 1688B2B platform, public praise O2O, cloud, A, ant takes other people of network of bird of Internet finance platform, dish to shed platform, each large platform is independence also can be extend to extension, collaboration of OK still and mutual series connection forms a piece of network, this formed the zoology chain of a closed circuit! They cooperate each other, harmonious sex and executive force is very powerful, once what circumstance can bring the resource of whole group into play to fight in coordination! The world cup that just ended recently for instance, the can shift complete works group quickly resource in A undertakes conduct propaganda! The dominant position that develops platform strategy is apparent! There still is a strategy to call pedrail the strategy in A, it is every period can have a platform the Babaji in appropriative A's round engine, it is to clean out treasure to carry big banner 10 years ago, day cat became to had received baton 5 years ago, this everybody can be experienced, no matter be at ordinary times the speech of conduct propaganda or Ma Yun in world each district or the last few years is annual double 11, day cat became protagonist, cleaned out treasure to be changed by the brim! Arrived now, be with paying the ant gold that treasure gives priority to to take in appropriative A the 3rd engine of pedrail strategy, now a lot of investment in A take combination to become a shareholder with ant gold, facing the competition that small letter pays to pay treasure also is to contend for sharp edge opposite, layout Internet finance let the appraise cost that ant gold takes reach 150 billion dollar, after cost of the appraise before appearing on the market appears on the market so high, that is returned Oh, market prise of 200 billion dollar will be to start then valence, giving bit of time give somebody a new lease on life again also is not impossible in an A! And after coming 5 years, the world other people that is core with dish bird network sheds backbone net to will grow to join extremely big tree, the importance that content sheds is self-evident, want the mankind to still have economic activity only, do not have merchandise with respect to the all the time buy, exchange and carry, and when after the world other people of dish bird sheds backbone net to build, the world will belong to A in! Final engine will be A Liyun! Computation of the Yun Shiyun in A increases the tie of data, ma Yun emphasizes repeatedly in the speech, alibaba is met in the future is company of a data, this is not to say just! With Alibaba's giant zoology chain, the data of smooth internal generation is voluminous without can imagine, more pay treasure to return a butt joint what is more,the rather that outside the interface, company outside is entered be stationed in be in pay treasure inside, the content of butt joint of dish bird platform sheds platform of company, A Liyun to go up migratory perhaps enter directly be stationed in the enterprise that come over, can say Alibaba can the data that include collects whole society, what analyse classification to offer individuation to the individual finally again next is custom-built! Want this data only need not at the enterprise or between the individual traffic, use legally, the value of data will be boundless! Be in all the time in A so layout, be in all the time deepness is shirt-sleeve, the company should appear on the market for certain, because a company appears on the market,be for financing only not just, to the brand model and promotion and user are right of the brand approbate have very big effect! But Alibaba is not urgent, do not be eager to subsidiary appearing on the market!
See Tecent again, everything of Tecent spreads out around gregarious platform, QQ position dropped, small letter became the edge tool that Tecent reaps! This is in the gregarious user of billion China is not to have solution simply, of gregarious platform exceed agglutinantly strong, the user can produce in a steady stream to be used ceaselessly not the discharge of exhaust, and Tecent uses these flow change now, say Tecent is a company that sells flow so also had not been! Change showing pattern has a lot of, complain external become a shareholder adscititious open diversion of small letter window to you, interior changes best case is game industry, everybody is in a gregarious pond, date of a QQ can log onto all game of Tecent, simple and quick, and game couplet net makes interest sex increases, everybody plays to compare a rank together together, add Tecent game a few play a way, change showing ability is to imprint simply money! Since the mode of Tecent everything is to use gregarious user base to get discharge to change next now, so urgent company appears on the market understandable also, partner people collective apiration!
Again, what Alibaba pursues all the time is a client the first, employee the 2nd, partner tertiary principle, the control of the group firmly that the copartner system in A lets Ma Yun is worn this group, although large stockholder has chair of board of directors to have voting right, but it is normal to cannot intervene the development strategy of the company is mixed move, still want ability of equestrian cloud clappers to carry out finally go down! On problem of share out bonus, appear on the market to have up to now 5 years in A however of miserly did not share out bonus one minute money, partner people return have no other way, only way moves namely the share in him hand is covered now! But partner affirms not reconciled to, because of what can enter a board of directors what perhaps take in the hand of the share in hold A is share, it is the Babaji in A's round share, it is dry! is not so called the share that after appearing on the market, buys! The Alibaba that respecting appears on the market in the United States in front main body just mixes electric business Wu cloud computation business bales appear on the market, with whole Alibaba the group is having substaintial distinction, cover before the other business of the group returns Alibaba to did not appear on the market show the group in A to work the person affirms what must have a deficit to remain underpants only! This also perhaps is the reason that Alibaba is not eager to allowing other business or subsidiary appears on the market! No matter be,be bought or ego egg is changed, in-house confluence needs only in A, make this zoology closed circuit more be just like be eager to appearing on the market many what let partner cut a few leek to be close friends!
See Tecent again, besides group of similar Tecent music this kind comes off outside the business that go out, all business of Tecent already include was in appear on the market company Tecent accuses this inside! Although Tecent follows,also can saying euqally in A is miser, share out bonus every year little pity, but Ma Huateng's group affirms the equestrian cloud group that was inferior to implementing copartner system to the control force of Tecent, large stockholder is changed to the horse those who vacate is decision-making have very big effect, this also why Ma Yun says Alibaba chairman of group board of directors and Ma Huateng is Tecent CEO only the reason of presiding apparitor, ma Huateng accepts the obligation of the board of directors! Ma Huateng's position just is equivalent to Zhang Yong of the CEO in A, of course influence wants than Zhang Yong for certain many big, the CEO in A may be changed by Ma Yun, but somebody of CEO may not is capable to change him! So Ma Huateng wants to be in charge of to Tecent board of directors, in other words he should be in charge of to large stockholder of board of directors, once partner wants to encircle the method of money to cover through appearing on the market,show so, tecent also must can the apiration according to them, be eager to seeking appear on the market!
Finally, alibaba and the investment style of Tecent are different. All investment of Alibaba are around wear what oneself core business spreads out, electronic business affairs (new retail) , Internet finance (pay) , the cloud is calculated (big data) , content flows (storage) , media of big entertainment, healthy industry, news, clarity of train of thought, the target is specific, affirming to science and technology of a few forward position of course also should invest layout! The investment of Tecent also is spreading out around its core business actually, recreation of gregarious, game, extensive, position of Tecent of these 3 domains is very late! But outside dividing these 3 territories, I discover the other investment of Tecent is very confused, with respect to the new retail antagonism that began for instance last year, with Alibaba race is worn horse race encircles the ground, electric business is done to make goods business one's previous experience in family A, it is themselves put forward upgrade the idea is new retail, layout these are success will come when conditions are ripe, the obstruction among and crooked road will be a lot of less, after all moving experience of 10 years is in just a little over there, and Tecent also is in the mad investment that spend money, but you all new retail investment are last neither one carrier, just search new setting to pay for small letter merely? That too was in an unfavorable situation! Alibaba position is new retail because on-line cable business has gotten on for the ceiling,that is need lays progress to the line, and the line issues giant disbursement setting also is A in or ant place takes a fancy to, consume finance extend need these! And can distribution content flows deserve to send extreme, the content of platform of perfect dish bird sheds a network, still can obtain the heavy consumption data below the line finally, this is with one action 3 even 4 gotten benefit, tecent however can kill two birds with one stone!
Alibaba is slow and steady, even if is bought company lost market share, but those companies are already deep blended in this zoology in A to plant went among them one part! Tecent looks to invest a company like more more now, although advocate business Wu still is so strong, but investing a respect is the net of all over the sky of discharge overlord position that relies on it truly, a lot of investment just also invest merely, and advocate business Wu be in harmony is less than one case, cannot develop synergism! Such investment can have an objective only logically, the company that allows investment appears on the market, can get get one's own back of high specified number through the stock market next, this is the logic that wind casts completely!
The label that so everybody sticks to Tecent is game company, gregarious platform, sell the company of discharge, investment firm, these a few very figure! A word, tecent too eager for quick success and instant benefit, be willing to earn fast money only, do not have patience!
