新富成颐
2021-04-11
這篇文章不錯,轉發給大家看看
@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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新富成颐
2021-04-11
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