8年对抗不如罚单8天！阿里腾讯真和解吗？

北京商报2021-07-15

两大互联网巨头传出的和解消息，在7月15日晨间如平地一声惊雷。数十年纠缠将一笑泯恩仇？据相关媒体报道，阿里和腾讯将考虑互相开放生态系统。图片来源：阿里巴巴集团官网截图可能淘宝和天猫将能微信支付将能进入，而阿里的电商内容也能在微信分享，或是以小程序形式进入微信。不过，无论双方真心示好，还是貌合神离，利益总是无法绕过的话题。图片来源：视觉中国老冤家变朋友？ “腾讯系”“阿里系”“字节系”...

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精彩评论

千金大女子
2021-07-16
千金大女子
上周二家创历史新低价，还能打？市值蒸发多少呀？
要学的还多着呢
2021-07-16
要学的还多着呢
[胜利]
Miaw
2021-07-15
Miaw
分手吧
- AliciaLing:
  😭
- 53570b80:
  哈哈分分合合貌合神离
- Gnehnusee:
  😢
liuxiangwei
2021-07-15
liuxiangwei
[微笑]
- liuxiangwei:
  [微笑]
Mingzu
2021-07-15
Mingzu
[微笑]
- Mingzu:
  [微笑]

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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\">\n8年对抗不如罚单8天！阿里腾讯真和解吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 23:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/uaM4yfXiPiL61RWynzkGCw><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>两大互联网巨头传出的和解消息，在7月15日晨间如平地一声惊雷。\n数十年纠缠将一笑泯恩仇？\n据相关媒体报道，阿里和腾讯将考虑互相开放生态系统。\n图片来源：阿里巴巴集团官网截图\n可能淘宝和天猫将能微信支付将能进入，而阿里的电商内容也能在微信分享，或是以小程序形式进入微信。\n不过，无论双方真心示好，还是貌合神离，利益总是无法绕过的话题。\n图片来源：视觉中国\n老冤家变朋友？\n“腾讯系”“阿里系”“字节系”...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/uaM4yfXiPiL61RWynzkGCw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/805005e12b5cff6e532fd1428a7a07b7","relate_stocks":{"09988":"阿里巴巴-W","TCEHY":"腾讯控股ADR","00700":"腾讯控股","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/uaM4yfXiPiL61RWynzkGCw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159805435","content_text":"两大互联网巨头传出的和解消息，在7月15日晨间如平地一声惊雷。\n数十年纠缠将一笑泯恩仇？\n据相关媒体报道，阿里和腾讯将考虑互相开放生态系统。\n图片来源：阿里巴巴集团官网截图\n可能淘宝和天猫将能微信支付将能进入，而阿里的电商内容也能在微信分享，或是以小程序形式进入微信。\n不过，无论双方真心示好，还是貌合神离，利益总是无法绕过的话题。\n图片来源：视觉中国\n老冤家变朋友？\n“腾讯系”“阿里系”“字节系”……这些人们耳熟能详的惯常称呼背后，映射出互联网巨头们数十年来孵化搭建的商业网和利益网是如此盘根错杂。淘宝与微信无法实现直接跳转，便是阿里和腾讯长达八年明争暗斗最为直观的缩影。\n图片来源：腾讯官网截图\n电商、实体零售、文娱、金融、支付……几乎各个领域都能瞧见两者以入股或收购手段，或明或暗地捉对比拼。仅以零售来说，虽然腾讯苦于供应链资源能力，却凭借庞大的社交流量拉拢京东、拼多多，扶持SaaS技术服务商微盟、有赞，认购美团股份等方式来扩展商业版图。\n据《南方周末》的统计数据显示，从2008-2020年，阿里与腾讯共投资企业分别为549家和763家。从共享单车、打车、外卖到社交团购，哪儿有新业态、新模式萌芽，哪儿就有巨头激烈交火。回顾历年来电商平台掀起的腥风血雨，如滴滴与快的高达24亿元的厮杀，美团、饿了么的补贴大战等等，可以说将烧钱换份额演绎到了极致。\n图片来源：阿里巴巴集团官网截图\n如今，对于市场传出两者互相示好的消息，截至发稿，阿里与腾讯相关负责人均未向北京商报记者进行回应。\n走向十字路口\n到底是打算真正冰释前嫌，还是迫于无奈握手言和，在当前复杂环境下，阿里和腾讯无疑需要进一步考量和权衡进退策略。\n资料显示，从2020年底，阿里与腾讯便相继认领各类罚单：2020年12月，阿里、阅文集团因未依法申报违法实施经营者集中案分别被罚50万元；2021年4月，阿里被市场监管总局责令整改滥用市场支配地位行为，并罚款182亿元；2021年7月，市场监管总局通报22起违法实施经营者集中案件，其中阿里占6起，腾讯占5起，两者分别被罚50万元。\n\n与此同时，7月2日，市场监管总局对《价格违法行为行政处罚规定(修订征求意见稿)》公开征求意见。低价倾销、大数据“杀熟”等新业态中常见手段将被定性为价格违法行为。\n一方面是政府监管加强，政策收紧，巨头曾屡试不爽的资本操作将戴上“紧箍咒”，而另一方面，尽管阿里与腾讯角力数十年间，双方投入不分上下，却仍难深入腹地，攻破彼此最擅长的领域。从拼多多的崛起，到抖音、快手扩张电商业务，新势力正不断蚕食阿里和腾讯固守的防线——供应链能力或是社交流量。\n图片来源：字节跳动官网截图\n巨头们引以为傲的优势，或许并不是想象中那么固若金汤。7月15日，据相关媒体报道，抖音已开启外卖业务内测。在部分业内人士眼中，这意味着抖音不仅将进一步挑战饿了么、美团在外卖市场的“双寡头”格局，为商家再添销售渠道，短视频营销也会改变用户在餐饮外卖场景的体验心智。\n绕不开的利益顾虑\n不过，若是阿里能获得进入微信生态的机会，腾讯会开多大的口子，该如何平衡商业生态内合作伙伴与阿里的竞争关系，保护拼多多、京东、唯品会以及小程序商家等的利益，而阿里又将如何容纳微信支付与支付宝同处一室，又不短兵相接，将左右两者在实际业务推进上的难易程度。毕竟，后来者拼多多能快速跑马圈地，离不开腾讯社交生态的扶持，最终成长为阿里难以忽视的竞争对手。\n\n图片来源：腾讯官网截图\n“腾讯也许在流量开放上面会对阿里有所保留，可能会从开放一部分开始，比如小程序或者企业微信。”电商分析师鲁振旺认为，“因为现在微信的商业生态价值和它目前的体系有关，目前微信在推广企业微信，很多商家在微信上经营自己的用户，或是向微信投放广告吸引用户，这项业务也会逐渐变为微信重要的广告来源，但如果向淘宝开放，那商家在淘宝的用户便能直接导入微信，微信的广告业务可能会受到波及甚至需要改变它的业务体系。”\n巨头间明面的示好，背后仍有诸多利益顾虑。鲁振旺补充道，对于阿里来说，微信支付接入淘宝后，如果用户使用量超过支付宝，很有可能会影响蚂蚁金服的估值，所以阿里也会考量是否要真正开放支付系统。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":147526067,"gmtCreate":1626365230859,"gmtModify":1631894043315,"author":{"id":"3571927765735040","authorId":"3571927765735040","name":"要学的还多着呢","avatar":"https://static.tigerbbs.com/c2e2a83a29ccd085999cb02d827db079","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571927765735040","authorIdStr":"3571927765735040"},"htmlText":"[胜利]&nbsp;","listText":"[胜利]&nbsp;","text":"[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147526067","repostId":1159805435,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":147510180,"gmtCreate":1626363170840,"gmtModify":1631889801892,"author":{"id":"3569028586400878","authorId":"3569028586400878","name":"Miaw","avatar":"https://static.tigerbbs.com/bd318611f16b0eb6de098c8b733c85fd","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3569028586400878","authorIdStr":"3569028586400878"},"htmlText":"分手吧","listText":"分手吧","text":"分手吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/147510180","repostId":1159805435,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5583107,"gmtCreate":1629409579775,"gmtModify":1631889802798,"authorId":3558680293731120,"author":{"id":3558680293731120,"idStr":"3558680293731120","authorId":3558680293731120,"name":"AliciaLing","avatar":"https://static.tigerbbs.com/ca35384a8589b2187095e5d2d4706a00","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":147510180,"type":1,"supId":0,"prevId":0,"content":"😭","text":"😭","html":"😭"},{"id":5233258,"gmtCreate":1626390810135,"gmtModify":1631889802787,"authorId":3577397803511360,"author":{"id":3577397803511360,"idStr":"3577397803511360","authorId":3577397803511360,"name":"53570b80","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":147510180,"type":1,"supId":0,"prevId":0,"content":"哈哈 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