腾讯阿里互联互通后，有赞、微盟该何去何从？

探客财经2021-09-30

■腾讯阿里“讲和”，谁是最大的受害者？前不久，工信部召开行政指导会，要求包括腾讯、阿里在内的互联网企业，停止“屏蔽网址链接”行为。这就意味着在未来腾讯与阿里有望实现互联互通，中国互联网的大门也将从坚不可摧出现了一个罕见的开放。但是两家互通对于其他的互联网企业未必是好消息，互通消息刚传出后，中国SaaS服务商的两大巨头有赞和微盟就开启了“暴跌模式”。 01背靠微信，有赞微盟崛起不论是有赞...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Linda2240
2021-10-01
Linda2240
[微笑]
- Linda2240:
  [微笑]
hangyuliang
2021-10-01
hangyuliang
[微笑]
- hangyuliang:
  [微笑]
yuliang559
2021-10-01
yuliang559
[微笑]
- yuliang559:
  [微笑]
liuxiangwei
2021-10-01
liuxiangwei
[微笑]
- liuxiangwei:
  [微笑]
Mingzu
2021-09-30
Mingzu
[微笑]
- Mingzu:
  [微笑]
wee0120
2021-09-30
wee0120
加油加油
- Bryantian:
  Jiayou

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1166399459?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/a1c5a7e7d997b5586a963daf51a2a709","is_english":false,"pubTime":"2021-09-30 23:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1166399459","market":"hk","top_or_hot":-1,"title":"腾讯阿里互联互通后，有赞、微盟该何去何从？","media":"探客财经","content":"<div>\n<p>■腾讯阿里“讲和”，谁是最大的受害者？\n\n前不久，工信部召开行政指导会，要求包括腾讯、阿里在内的互联网企业，停止“屏蔽网址链接”行为。\n这就意味着在未来腾讯与阿里有望实现互联互通，中国互联网的大门也将从坚不可摧出现了一个罕见的开放。\n但是两家互通对于其他的互联网企业未必是好消息，互通消息刚传出后，中国SaaS服务商的两大巨头有赞和微盟就开启了“暴跌模式”。\n\n01背靠微信，有赞微盟崛起\n不论是有赞...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dmN4kBPL2enH2t3VE2Jr3g\">网页链接</a>\n\n</div>\n","source":"lsy1629355014760","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>腾讯阿里互联互通后，有赞、微盟该何去何从？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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腾讯阿里互联互通后，有赞、微盟该何去何从？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 23:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dmN4kBPL2enH2t3VE2Jr3g><strong>探客财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>■腾讯阿里“讲和”，谁是最大的受害者？\n\n前不久，工信部召开行政指导会，要求包括腾讯、阿里在内的互联网企业，停止“屏蔽网址链接”行为。\n这就意味着在未来腾讯与阿里有望实现互联互通，中国互联网的大门也将从坚不可摧出现了一个罕见的开放。\n但是两家互通对于其他的互联网企业未必是好消息，互通消息刚传出后，中国SaaS服务商的两大巨头有赞和微盟就开启了“暴跌模式”。\n\n01背靠微信，有赞微盟崛起\n不论是有赞...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dmN4kBPL2enH2t3VE2Jr3g\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"08083","symbol_name":"中国有赞","start_time":0,"source_url":"https://mp.weixin.qq.com/s/dmN4kBPL2enH2t3VE2Jr3g","article_id":"1166399459","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/a1c5a7e7d997b5586a963daf51a2a709"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1166399459","pubTimestamp":1633016100,"sourceInfo":{"source_id":"lsy1629355014760","name":"探客财经"},"weMediaInfo":null,"summary":"■腾讯阿里“讲和”，谁是最大的受害者？\n\n前不久，工信部召开行政指导会，要求包括腾讯、阿里在内的互联网企业，停止“屏蔽网址链接”行为。\n这就意味着在未来腾讯与阿里有望实现互联互通，中国互联网的大门也将","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"08083":"中国有赞","00700":"腾讯控股","BABA":"阿里巴巴"},"translate_title":"After Tencent Ali is interconnected, where should Youzan and Weimeng go?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fdaf3937c35075d406441f942054dae2","symbols_score_info":{"00700":0.9,"08083":0.9,"BABA":0.9},"content_text":"■腾讯阿里“讲和”，谁是最大的受害者？\n\n前不久，工信部召开行政指导会，要求包括腾讯、阿里在内的互联网企业，停止“屏蔽网址链接”行为。\n这就意味着在未来腾讯与阿里有望实现互联互通，中国互联网的大门也将从坚不可摧出现了一个罕见的开放。\n但是两家互通对于其他的互联网企业未必是好消息，互通消息刚传出后，中国SaaS服务商的两大巨头有赞和微盟就开启了“暴跌模式”。\n\n01背靠微信，有赞微盟崛起\n不论是有赞还是微盟，之所以能够崛起，很大程度上得益于腾讯与阿里的“互封”大战。\n2013年开始，阿里和腾讯为了争夺C端流量，有长达8年数据不互通的日子。\n这样的做法，对于消费者最直接的影响就是，在使用阿里系或者腾讯系的产品时，不得不面临二选一的问题，在网购体验以及支付上有诸多不便。\n例如，在阿里的淘宝和天猫支付系统中，用户无法用微信进行支付，而用户在通过微信小程序等渠道进行购物时，也无法使用支付宝。\n同样，用户通过微信分享淘宝、天猫的购物链接时，也无法直接跳转打开，只能复制一长串的淘口令，然后将口令在淘宝、天猫App内打开。\n而有赞和微盟都致力于为商家搭建自有平台，为商家提供电商解决方案，承担了微信这个社交平台上的电商功能。\n这样的服务可以帮助那些在中心化电商平台上被挤压，难以出头的商家，在去中心化的电商平台上进行私域流量、私域经营。\n在腾讯阿里互封的背景下，依托微信上的流量入口，以及其构建的强大的生活消费场景，有赞、微盟等微信生态电商崛起。\n02腾讯阿里打通，有赞微盟何去何从\n而如今，成也微信，败也微信。\n腾讯与阿里的握手言和最大的受益者可想而知，但对于背靠微信生态模式的SaaS服务商而来说，这不仅不是好事，甚至是噩耗。\n当腾讯与阿里生态互通消息一出，有赞和微盟就开启了“暴跌模式”，其中，有赞的股价一天之内就跌去了12%，微盟也是一度跌超4%。\n业务也受到了冲击。据有赞财报披露，有赞的业务主要分为SaaS订阅解决方案和支付业务，其中SaaS订阅解决方案占比较大，约60%。\n微盟的处境也并不乐观。公开资料显示，微盟的业务主要由SaaS产品和精准营销，其中精准营销收入占比高达70%，业务的主要内容类似微信内部流量的买卖。\n一旦腾讯与阿里达成生态融合，微信用户将可以直接通过链接打开淘宝的店铺，无需通过小程序，在这一番操作下，商家无需在微信搭建自有平台；而一部分阿里的商家也不必再花大价钱在微信做精准营销。\n那么长此以往，依赖于微信生态的有赞、微盟们业务势必会被稀释掉，未来又该何去何从。\n03是危机也是机遇\n腾讯已无法决定有赞和微盟的未来。\n虽然微信生态为有赞、微盟的迅速壮大提供了土壤，但在去中心化的趋势下，商家对私域流量的运营需求更激烈，场景多元化的趋势也势必加剧。\n对于有赞、微盟等SaaS服务商来说，只有不断创新，满足多生态、一体化的运营需求，才能继续在市场中获得一席之地。\n从企业的角度来说，虽然京东、拼多多等电商平台早已入驻微信生态，通过京东、拼多多等电商小程序就可以完成交易，但这些小程序的本质还是公域平台，商家依旧需要花费大量的推广费、运营费。\n同时，通过电商平台小程序交易的方式，也不能直接为企业进行倒流并满足商家私域运营的需求。\n从宏观的角度来看，SaaS服务商：Shopify和Saleforce两大巨头都受益于生态融合红利，打造了一个互惠共赢的局面。\n其中，Shopify建立了全场景、全渠道的业务布局，满足了商家多维度的营销需求。\n所以，有赞和微盟作为国内版的Shopify，也可以走全渠道业务布局模式，寻求其他维度的增长。\n\n对于腾讯与阿里的开放互通，业界有诸多不同的看法和声音，但不论怎样，确信无疑的是，在新形势下，对微盟和有赞而言是危机，也或许是另一个机会。\n如果有赞、微盟们能抓住这个机会，激发创新动力，打破电商SaaS当下的竞争格局，亦可开辟新领土。\n至于最终会产生怎样的影响，还要看有赞、微盟自己。","kind":null,"is_publish_news":true,"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":865716836,"gmtCreate":1633017890191,"gmtModify":1633017890337,"author":{"id":"3581665781703479","authorId":"3581665781703479","name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865716836","repostId":1166399459,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6051793,"gmtCreate":1633017895463,"gmtModify":1634725480368,"authorId":3581665781703479,"author":{"id":3581665781703479,"authorId":3581665781703479,"name":"Linda2240","avatar":"https://static.tigerbbs.com/f18a9b60dbd0321aa6fc8321e7a05a0d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865716836,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":865718400,"gmtCreate":1633017808782,"gmtModify":1633017809011,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865718400","repostId":1166399459,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6051778,"gmtCreate":1633017813819,"gmtModify":1634725481780,"authorId":3581648325885484,"author":{"id":3581648325885484,"authorId":3581648325885484,"name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865718400,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":865711888,"gmtCreate":1633017715749,"gmtModify":1633017715904,"author":{"id":"3581663680495191","authorId":"3581663680495191","name":"yuliang559","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865711888","repostId":1166399459,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6051762,"gmtCreate":1633017720505,"gmtModify":1634725482869,"authorId":3581663680495191,"author":{"id":3581663680495191,"authorId":3581663680495191,"name":"yuliang559","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865711888,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":865713452,"gmtCreate":1633017645400,"gmtModify":1633017645562,"author":{"id":"3582688457818684","authorId":"3582688457818684","name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865713452","repostId":1166399459,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6051747,"gmtCreate":1633017652830,"gmtModify":1634725483743,"authorId":3582688457818684,"author":{"id":3582688457818684,"authorId":3582688457818684,"name":"liuxiangwei","avatar":"https://static.tigerbbs.com/2769f9b0cdb3c39664fc7b74a5de5f0d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865713452,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":865719725,"gmtCreate":1633017556354,"gmtModify":1633017556539,"author":{"id":"3582685386479633","authorId":"3582685386479633","name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865719725","repostId":1166399459,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6051707,"gmtCreate":1633017561472,"gmtModify":1634725485927,"authorId":3582685386479633,"author":{"id":3582685386479633,"authorId":3582685386479633,"name":"Mingzu","avatar":"https://static.tigerbbs.com/c629c36c53878360c505d837193f9e79","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865719725,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"CN"},{"id":865409421,"gmtCreate":1633008534224,"gmtModify":1633008534343,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","vip":1,"crmLevel":8,"crmLevelSwitch":0},"htmlText":"加油加油","listText":"加油加油","text":"加油加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865409421","repostId":1166399459,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6050571,"gmtCreate":1633010803084,"gmtModify":1634725578520,"authorId":3562240180202268,"author":{"id":3562240180202268,"authorId":3562240180202268,"name":"Bryantian","avatar":"https://static.tigerbbs.com/eacd542609b53d5e0932897463021ab7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865409421,"type":1,"supId":0,"prevId":0,"content":"Jiayou","text":"Jiayou","html":"Jiayou"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":49,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1166399459"}