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大海的天地

利空除尽

@思辨财经：如何看待阿里被处罚182.28亿元。 1.最后的靴子终于落地，对阿里利空基本出尽。 2.“二选一”头次在行政处罚中明确，处罚也踩到了底，未来阿里以及行业都要拆掉人工构建竞争壁垒，行业要进入新一轮竞争。 3.对阿里不能过分利空，公司基本面良好，这么多年的电商运营以及人才储备都是国内顶级，企业其实要从“二选一”的舒适竞争，调整到运营为王，还是有机会的。 4.行业也未必都可以得利，对阿里的处罚其实是针对全行业，不仅阿里，哪家平台在细分领域独大后，都有签独家，专攻平台，给特价的做法呢？这以后又怎么鉴定呢？

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