Mack_George的个人主页 - 老虎社区

Mack_George

Mack_George

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IP属地：浙江

127关注

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1主题

0勋章

2020-09-28

涨吧

计划于2022年底建成投产，小鹏汽车广州智造基地奠基

2020-11-29

周末股市不开盘好无聊

2020-11-27

我特么发了帖子了

2020-11-27

今天看新能源跳水吧

2020-11-26

今晚休市不用看了各位

2020-11-25

五菱给力赚了点小钱

2020-11-24

看戏中吧这么

2020-11-23

坐等五菱翻倍

2020-11-20

今晚翻倍不是梦

2020-11-19

暴涨来一波

2020-11-18

今天还行吧

2020-11-16

坐等疫苗打脸

2020-11-14

说的啥

@互联网怪盗团:三季报之前乱传“腾讯游戏收入同比下滑”的小朋友，可以找块豆腐把自己撞醒吗？

2020-11-13

蔚来要跌了

2020-11-12

又一轮踏空

2020-11-11

今天疫苗亏惨了

2020-11-10

这个牛逼了

国家砸下反垄断重拳，互联网巨头时代要“终结”？

2020-11-10

今天大面好吃么

2020-11-09

大张了啊牛逼

2020-11-07

辞职做投资需要什么条件？

去老虎APP查看更多动态

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21:18","market":"us","language":"zh","title":"国家砸下反垄断重拳，互联网巨头时代要“终结”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1126997907","media":"环球老虎财经app","summary":"“巨头经济”的玩法，到了不得不变的时刻。","content":"<blockquote>不论是从“百团大战”人堆里爬出来的美团，“猫狗之战”正酣的电商两寡头，亦或把所有对手链接都当做“诱导分享”的腾讯，利用垄断地位胁得竞争优势，均为平台型巨头多年的“不宣之秘”。终于，在今年“双十一”前，首个针对平台型经济垄断的规则得到下发，“巨头经济”的玩法，到了不得不变的时刻。</blockquote><p>11月10日，国家市场监管总局就《关于平台经济领域的反垄断指南(征求意见稿)》（下称《征求意见稿》）公开征求意见。而此举标志着约束平台型企业借助垄断地位，采用“二选一”或“大数据杀熟”等方式进行不正当竞争的行为的法律法规，已经从《电商法》框架下的狭义电商，向广义平台型经济延伸触角。</p><p>《征求意见稿》中指出，平台经济领域垄断协议主要是指平台经营者、平台内经营者排除、限制竞争的协议、决定或者其他协同行为。其中涵盖了对于市场支配地位、不公平价格行为、低于成本销售、限定交易、差别待遇（大数据杀熟）、搭售或者附加不合理交易条件等行为的认定。</p><p>《征求意见稿》一经发布，资本市场上有所反应。互联网巨头股价日内集体下挫，京东、美团盘中股价一度跌超10%。截至收盘，美团跌10.5%、京东集团跌8.78%、阿里巴巴跌超5%。</p><p>目前各大电商正值“双十一”促销时节。虽然电商胁迫店家签署“排他协议”的行为已经在2019新《电商法》颁布后作古，但在尚未明令禁止的领域，平台型企业仍然不断通过“排他协议”获得不对称竞争优势。</p><p>此前，蚂蚁集团因旗下蚂蚁财富于销售蚂蚁集团配售基金过程中签订独家代理协议，而于金融圈被推至风口浪尖。此后市场传言，中国证监会正在支付宝在此事中的角色展开调查，亦有传言蚂蚁集团因此被暂停IPO。</p><p>由于《电商法》框定“二选一”违法后，电商圈“二选一”现象已经部分止息干戈。但电商圈之外仍然有类似打车，支付，理财，外卖等平台型经济为“法外之地”，前述《征求意见稿》的出台，将约束相关领域法律法规的真空。</p><p>实际上，针对关于利用市场支配地位实施不正当竞争行为，市场监管总局、中央网信办、税务总局三部门已提前发出“严监管”信号。</p><p>据悉，11月6日，上述三部门联合召开规范线上经济秩序行政指导会，京东、美团、58同城腾讯等27家主要互联网平台企业代表参加会议。会议给互联网企业划出多条经营红线，明确指出不得滥用优势地位强迫商家站队“二选一”，不得依托算法推荐、人工智能和大数据分析进行“隐形”不正当竞争行为。</p><p>而事实上，各家互联网机构的不正当竞争行为，已经贯穿十年之久。</p><p><b>阿里巴巴：支付与电商的基础设施，排他性销售基金引发争议</b></p><p>在第三方移动支付交易规模市场份额中，蚂蚁集团的支付宝和微信的财付通，分别以55.6%、38.8%的占比，排名第一、第二。其中，支付宝超过一半的市场份额，牢牢占据市场支配地位，并且以互联网支付基础设施的形式，绑定大多数人的生活；并且，支付宝目前已经成为蚂蚁集团旗下小贷业务的导流入口。</p><p>显而易见的例证，是蚂蚁集团上市之前，旗下的蚂蚁基金销售独家代销的5只参与战略配售蚂蚁新股的创新未来基金在支付宝平台独家销售，5只定向战略配售基金的“排他性销售”引发市场非议，而这正是由于自身平台体量较大，因而有充足的底气进行排他性销售。同时，由于支付宝高度绑定天猫淘宝，及其众多支付场景，因而会给用户附加较高的锁定效应，使得用户在互联网公司之间转换的时间成本较高，无形之间给用户作出选择提高了门槛。</p><p>此外，在电商领域，主要分为淘宝天猫及其附属的物流体系。其中，淘宝和天猫在2019年占据接近56%的GMV,处在支配地位，因而借市场地位与商家进行所谓“独家绑定”也成为了可能。今年10月9日，最高人民法院在中国裁判文书网公布的一份管辖权异议裁定书，二审认定北京市高院对此案有管辖权，驳回天猫上诉，将京东起诉天猫的“二选一”诉讼置于公众视野。</p><p>京东起诉称，2013年以来，天猫不断以“签订独家协议”“独家合作”等方式，要求在天猫商城开设店铺的服饰、家居等众多品牌商家不得在京东商城参加促销活动、不得在京东商城开设店铺进行经营。这无疑是天猫借体量优势绑定商家，进行恶意市场竞争的明证。</p><p>在电商下游的快递行业，旗下菜鸟联盟的物流体系因为背靠淘宝电商件而随之做大，二者共同构成电商领域的“基础设施”，更不用论近两年兴起的直播电商，淘宝直播亦是最大的电商直播平台之一。抛开淘宝扩张初期假货横行的乱象，一年比一年复杂的双十一规则，让用户为了享受不多的折扣而花费过多的时间成本，而且销售平台选择的匮乏无形中也限制了用户的余地。</p><p><b>京东：大数据杀熟与白条诈骗负面缠身，京东数科“科技股”属性存疑</b></p><p>对于京东来说，旗下主要为京东商城、京东物流与京东数科三大板块。但京东由于重资产的自营模式占据很大比重，在体量上无法与淘宝相比，在国内占据20%左右的GMV，但其京东快递和自营产品的独特体验是其护城河。从这个角度来说，京东及其物流体系的存在与淘宝系构成了寡头竞争的局面，这在某种程度上对市场的良性发展是种好事。</p><p>但京东亦有其自身的问题。京东由于其大数据方面的技术优势，会根据用户的购物频次实行价格歧视。因此“大数据杀熟”的负面新闻时常出现。并且，随着电商领域日渐寡头化，让消费者“无处可去”，才出狼爪，又入虎口。</p><p>此外，京东数科旗下的京东白条与京东金条，在2C业务端，近期出现诈骗团伙冒充京东金融客服，欺骗用户套现的诈骗案件；此外，京东白条被盗刷亦层出不穷。虽然京东数科对外宣传，主要依靠于传统企业（无论是商户、金融机构还是政府）向数字化转型的需求，但京东白条与金条仍然占据京东数科近半的营收。</p><p><b>美团：“下架”支付宝，强制“二选一”</b></p><p>而美团作为生活服务巨头，在外卖、酒店、到店消费等领域拥有绝对话语权，此前市值曾一度超过工商银行，足见市场对其前景的看好。</p><p>但另一面，是美团“高处不胜寒”之后，开始利用自己的平台优势，攫取一些本属于消费者的权利。</p><p>2018年，有媒体报道，美团于7月16日陆续关闭银盒宝成，辰森等服务商的服务接口，这批被关闭的服务商大多与其他外卖APP有着深度合作。</p><p>此前，商户可以使用这些服务商提供的收银系统平台，将线上各个平台的订单与线下订单统一管理统计。这些平台服务接口关闭后，商户如果想要在美团外卖继续接单，必须更换其他方式，美团方面开启原有商家端接单方式。但这也意味着商户无法使用统一的方式平台订单，工作效率势必降低。</p><p>截至2020年第二季度，美团和饿了么两家已包揽了外卖市场近95%市场份额，其中美团占有率64.1%，饿了么与星选共同占有率为33.7%。外卖领域“基础设施”级的统治力，使其在支付手段上做起了文章。</p><p>2020年7月29日，有用户在使用美团支付时发现，美团月付和银行卡支付占据优先位置，不再显示支付宝支付了，而微信支付和ApplePay还在支付选择列表上。而这已经不是美团第一次取消支付宝支付。2016年、2018年分别有过两次用户反映美团点餐无法使用支付宝支付。</p><p>诚然，面对支付宝的来势汹汹，美团筑起支付壁垒本无可厚非。但是其手段侵害用户的合法选择权亦是事实。提升自己的竞争力完全可以通过提高用户体验等方式完成，让消费者自主选择，而非简单的“物理消灭”，使其不得不“二选一”。</p><p><b>腾讯：背靠流量，筑起高墙</b></p><p>腾讯作为社交及其衍生领域的“基础设施”建设者，通过QQ和微信掌控着业界无出其右的用户流量。因此，在基于社交关系衍生的信息分享层面，亦有借支配地位行垄断之实的现象。</p><p>以分享外链为例，拼多多和京东金融可以正大光明地分享给微信好友，天猫与百度的链接只能复制口令到微信里；同样是短视频，快手可以随意分享给微信好友，抖音却不行。</p><p>此外，与阿里系的竞争远不止于此。3月3日，微信封杀钉钉的消息上了热搜，起因就是24个省市的“健康码”无法在微信端打开了，“健康码”的技术提供方阿里方面核实了这一消息：“原因是微信全面封杀钉钉的域名”。字节跳动的飞书，也因为竞品关系遭到腾讯封杀。</p><p>在网络安全领域，腾讯与奇虎360的竞争甚至到了对簿公堂的程度。2010年11月，腾讯宣布在装有360软件的电脑上停止运行QQ软件，用户必须卸载360软件才可登录QQ，强迫用户“二选一”。此后，双方为了各自的利益，从2010年到2014年，两家公司上演了一系列互联网之战，并走上了诉讼之路。而在两大企业相争的同时，不仅让两家自己的利益走上困境，也让双方用户左右为难。最终在工信部的出面调停下，两家公司停止相互攻击，确保软件的正常使用。在这场旷世空前的3Q大战结束后，腾讯在法律层面完胜360，但在用户层面却遭到不少诟病。</p><p>此外，在腾讯起家的游戏行业，“什么火抄什么”，通过复刻同业热门游戏的玩法，进而通过用户优势逐渐压垮，最终取而代之，也是腾讯起家时期的惯用做法。在古早的端游时代，QQ堂、QQ飞车等产品无不如此。</p><p>进入手游时代之后，由于端游时代攒下的本钱，腾讯开始以收购作为主导手段，收购了英雄联盟母公司RIOT,皇室战争母公司supercell等等，通过收购“洗白”自身。但高度模仿英雄联盟玩法的“王者荣耀”，凭借背靠腾讯系的流量，一直占据腾讯手游营收的头把交椅，仍没有逃出利用社交优势行垄断之实的窠臼。</p><p>自身坐拥互联网领域最大流量，是腾讯最得天独厚的优势。其他巨头求之而不得，因而遭到腾讯筑起的“社交壁垒”的狙击。</p><p><b>滴滴、嘀嗒互呛</b></p><p>滴滴作为出行领域的龙头，在近年来与嘀嗒摩擦不断。但有趣的是，后来者的嘀嗒在10月份传出赴港上市的消息，但老大哥“滴滴”却仍无动静，在上市征程上，嘀嗒在某种程度上实现了“弯道超车”。而在2018年之前，嘀嗒的体量与滴滴相比，如蚍蜉之于大树。</p><p>而滴滴便被嘀嗒曝光，2017年12月，嘀嗒拼车在官方微博发布公开信称，深圳有6位安装了嘀嗒出租车司机端App的司机接到了滴滴的客服电话，被要求在两者之间“二选一”。虽然滴滴在第一时间予以否认，但其后爆出对用户信息的褫夺却是不争的事实。</p><p>根据滴滴出租司机端的服务协议，滴滴平台可以收集司机的姓名、身份证明、电话号码、生物特征等能够用来识别身份的信息。除此之外，几乎所有关于软件和操作系统的信息也将被收集上来，比如设备型号、操作系统版本、在线状态及接单行为等等。</p><p>通过对手机信息的手机，让滴滴对司机用户是否被其他同业竞争者渗透，有了充分了解。借助自家平台对司机进行二选一“提醒”，比直接打电话更为有效。而不管怎么操作，最终的成本，亦只会转嫁到司机身上。</p><p>但互联网之所以存在，是因为其创新和包容的特性。而现在的巨头，更多依靠前期野蛮生长铸就的体格，不断汲取养分，欺压和收编后来者，亦是对市场支配地位的滥用。《反垄断指南》使平台的行为更加细化，以适应不断萌生的互联网新型商业模式与业态。</p><p>移动互联网时代自兴起至今已逾5年，阿里、美团、京东等平台型互联网企业均深度参与其中。大众生活在受益的同时，生活的边界在不知不觉中亦被这些巨头渗透。无论是个人信息，抑或是平台选择权，大多数普通用户在贡献消费的同时，亦在其中充当巨头们无边界扩张的筹码与资源。</p><p>而《反垄断指南》的出台，无疑标志着此前无序扩张与竞争的旧时代正在走向终结。</p>","source":"lsy1605014229936","collect":0,"html":"<!DOCTYPE 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}\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国家砸下反垄断重拳，互联网巨头时代要“终结”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-10 21:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/IWTSUweR8ip2Xcvn-9n8ug><strong>环球老虎财经app</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不论是从“百团大战”人堆里爬出来的美团，“猫狗之战”正酣的电商两寡头，亦或把所有对手链接都当做“诱导分享”的腾讯，利用垄断地位胁得竞争优势，均为平台型巨头多年的“不宣之秘”。终于，在今年“双十一”前，首个针对平台型经济垄断的规则得到下发，“巨头经济”的玩法，到了不得不变的时刻。11月10日，国家市场监管总局就《关于平台经济领域的反垄断指南(征求意见稿)》（下称《征求意见稿》）公开征求意见。而此举...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/IWTSUweR8ip2Xcvn-9n8ug\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/87bf9dc341a8ab437371c1064aa392ca","relate_stocks":{"03690":"美团-W","BABA":"阿里巴巴","JD":"京东","00700":"腾讯控股","MPNGY":"美团ADR"},"source_url":"https://mp.weixin.qq.com/s/IWTSUweR8ip2Xcvn-9n8ug","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126997907","content_text":"不论是从“百团大战”人堆里爬出来的美团，“猫狗之战”正酣的电商两寡头，亦或把所有对手链接都当做“诱导分享”的腾讯，利用垄断地位胁得竞争优势，均为平台型巨头多年的“不宣之秘”。终于，在今年“双十一”前，首个针对平台型经济垄断的规则得到下发，“巨头经济”的玩法，到了不得不变的时刻。11月10日，国家市场监管总局就《关于平台经济领域的反垄断指南(征求意见稿)》（下称《征求意见稿》）公开征求意见。而此举标志着约束平台型企业借助垄断地位，采用“二选一”或“大数据杀熟”等方式进行不正当竞争的行为的法律法规，已经从《电商法》框架下的狭义电商，向广义平台型经济延伸触角。《征求意见稿》中指出，平台经济领域垄断协议主要是指平台经营者、平台内经营者排除、限制竞争的协议、决定或者其他协同行为。其中涵盖了对于市场支配地位、不公平价格行为、低于成本销售、限定交易、差别待遇（大数据杀熟）、搭售或者附加不合理交易条件等行为的认定。《征求意见稿》一经发布，资本市场上有所反应。互联网巨头股价日内集体下挫，京东、美团盘中股价一度跌超10%。截至收盘，美团跌10.5%、京东集团跌8.78%、阿里巴巴跌超5%。目前各大电商正值“双十一”促销时节。虽然电商胁迫店家签署“排他协议”的行为已经在2019新《电商法》颁布后作古，但在尚未明令禁止的领域，平台型企业仍然不断通过“排他协议”获得不对称竞争优势。此前，蚂蚁集团因旗下蚂蚁财富于销售蚂蚁集团配售基金过程中签订独家代理协议，而于金融圈被推至风口浪尖。此后市场传言，中国证监会正在支付宝在此事中的角色展开调查，亦有传言蚂蚁集团因此被暂停IPO。由于《电商法》框定“二选一”违法后，电商圈“二选一”现象已经部分止息干戈。但电商圈之外仍然有类似打车，支付，理财，外卖等平台型经济为“法外之地”，前述《征求意见稿》的出台，将约束相关领域法律法规的真空。实际上，针对关于利用市场支配地位实施不正当竞争行为，市场监管总局、中央网信办、税务总局三部门已提前发出“严监管”信号。据悉，11月6日，上述三部门联合召开规范线上经济秩序行政指导会，京东、美团、58同城腾讯等27家主要互联网平台企业代表参加会议。会议给互联网企业划出多条经营红线，明确指出不得滥用优势地位强迫商家站队“二选一”，不得依托算法推荐、人工智能和大数据分析进行“隐形”不正当竞争行为。而事实上，各家互联网机构的不正当竞争行为，已经贯穿十年之久。阿里巴巴：支付与电商的基础设施，排他性销售基金引发争议在第三方移动支付交易规模市场份额中，蚂蚁集团的支付宝和微信的财付通，分别以55.6%、38.8%的占比，排名第一、第二。其中，支付宝超过一半的市场份额，牢牢占据市场支配地位，并且以互联网支付基础设施的形式，绑定大多数人的生活；并且，支付宝目前已经成为蚂蚁集团旗下小贷业务的导流入口。显而易见的例证，是蚂蚁集团上市之前，旗下的蚂蚁基金销售独家代销的5只参与战略配售蚂蚁新股的创新未来基金在支付宝平台独家销售，5只定向战略配售基金的“排他性销售”引发市场非议，而这正是由于自身平台体量较大，因而有充足的底气进行排他性销售。同时，由于支付宝高度绑定天猫淘宝，及其众多支付场景，因而会给用户附加较高的锁定效应，使得用户在互联网公司之间转换的时间成本较高，无形之间给用户作出选择提高了门槛。此外，在电商领域，主要分为淘宝天猫及其附属的物流体系。其中，淘宝和天猫在2019年占据接近56%的GMV,处在支配地位，因而借市场地位与商家进行所谓“独家绑定”也成为了可能。今年10月9日，最高人民法院在中国裁判文书网公布的一份管辖权异议裁定书，二审认定北京市高院对此案有管辖权，驳回天猫上诉，将京东起诉天猫的“二选一”诉讼置于公众视野。京东起诉称，2013年以来，天猫不断以“签订独家协议”“独家合作”等方式，要求在天猫商城开设店铺的服饰、家居等众多品牌商家不得在京东商城参加促销活动、不得在京东商城开设店铺进行经营。这无疑是天猫借体量优势绑定商家，进行恶意市场竞争的明证。在电商下游的快递行业，旗下菜鸟联盟的物流体系因为背靠淘宝电商件而随之做大，二者共同构成电商领域的“基础设施”，更不用论近两年兴起的直播电商，淘宝直播亦是最大的电商直播平台之一。抛开淘宝扩张初期假货横行的乱象，一年比一年复杂的双十一规则，让用户为了享受不多的折扣而花费过多的时间成本，而且销售平台选择的匮乏无形中也限制了用户的余地。京东：大数据杀熟与白条诈骗负面缠身，京东数科“科技股”属性存疑对于京东来说，旗下主要为京东商城、京东物流与京东数科三大板块。但京东由于重资产的自营模式占据很大比重，在体量上无法与淘宝相比，在国内占据20%左右的GMV，但其京东快递和自营产品的独特体验是其护城河。从这个角度来说，京东及其物流体系的存在与淘宝系构成了寡头竞争的局面，这在某种程度上对市场的良性发展是种好事。但京东亦有其自身的问题。京东由于其大数据方面的技术优势，会根据用户的购物频次实行价格歧视。因此“大数据杀熟”的负面新闻时常出现。并且，随着电商领域日渐寡头化，让消费者“无处可去”，才出狼爪，又入虎口。此外，京东数科旗下的京东白条与京东金条，在2C业务端，近期出现诈骗团伙冒充京东金融客服，欺骗用户套现的诈骗案件；此外，京东白条被盗刷亦层出不穷。虽然京东数科对外宣传，主要依靠于传统企业（无论是商户、金融机构还是政府）向数字化转型的需求，但京东白条与金条仍然占据京东数科近半的营收。美团：“下架”支付宝，强制“二选一”而美团作为生活服务巨头，在外卖、酒店、到店消费等领域拥有绝对话语权，此前市值曾一度超过工商银行，足见市场对其前景的看好。但另一面，是美团“高处不胜寒”之后，开始利用自己的平台优势，攫取一些本属于消费者的权利。2018年，有媒体报道，美团于7月16日陆续关闭银盒宝成，辰森等服务商的服务接口，这批被关闭的服务商大多与其他外卖APP有着深度合作。此前，商户可以使用这些服务商提供的收银系统平台，将线上各个平台的订单与线下订单统一管理统计。这些平台服务接口关闭后，商户如果想要在美团外卖继续接单，必须更换其他方式，美团方面开启原有商家端接单方式。但这也意味着商户无法使用统一的方式平台订单，工作效率势必降低。截至2020年第二季度，美团和饿了么两家已包揽了外卖市场近95%市场份额，其中美团占有率64.1%，饿了么与星选共同占有率为33.7%。外卖领域“基础设施”级的统治力，使其在支付手段上做起了文章。2020年7月29日，有用户在使用美团支付时发现，美团月付和银行卡支付占据优先位置，不再显示支付宝支付了，而微信支付和ApplePay还在支付选择列表上。而这已经不是美团第一次取消支付宝支付。2016年、2018年分别有过两次用户反映美团点餐无法使用支付宝支付。诚然，面对支付宝的来势汹汹，美团筑起支付壁垒本无可厚非。但是其手段侵害用户的合法选择权亦是事实。提升自己的竞争力完全可以通过提高用户体验等方式完成，让消费者自主选择，而非简单的“物理消灭”，使其不得不“二选一”。腾讯：背靠流量，筑起高墙腾讯作为社交及其衍生领域的“基础设施”建设者，通过QQ和微信掌控着业界无出其右的用户流量。因此，在基于社交关系衍生的信息分享层面，亦有借支配地位行垄断之实的现象。以分享外链为例，拼多多和京东金融可以正大光明地分享给微信好友，天猫与百度的链接只能复制口令到微信里；同样是短视频，快手可以随意分享给微信好友，抖音却不行。此外，与阿里系的竞争远不止于此。3月3日，微信封杀钉钉的消息上了热搜，起因就是24个省市的“健康码”无法在微信端打开了，“健康码”的技术提供方阿里方面核实了这一消息：“原因是微信全面封杀钉钉的域名”。字节跳动的飞书，也因为竞品关系遭到腾讯封杀。在网络安全领域，腾讯与奇虎360的竞争甚至到了对簿公堂的程度。2010年11月，腾讯宣布在装有360软件的电脑上停止运行QQ软件，用户必须卸载360软件才可登录QQ，强迫用户“二选一”。此后，双方为了各自的利益，从2010年到2014年，两家公司上演了一系列互联网之战，并走上了诉讼之路。而在两大企业相争的同时，不仅让两家自己的利益走上困境，也让双方用户左右为难。最终在工信部的出面调停下，两家公司停止相互攻击，确保软件的正常使用。在这场旷世空前的3Q大战结束后，腾讯在法律层面完胜360，但在用户层面却遭到不少诟病。此外，在腾讯起家的游戏行业，“什么火抄什么”，通过复刻同业热门游戏的玩法，进而通过用户优势逐渐压垮，最终取而代之，也是腾讯起家时期的惯用做法。在古早的端游时代，QQ堂、QQ飞车等产品无不如此。进入手游时代之后，由于端游时代攒下的本钱，腾讯开始以收购作为主导手段，收购了英雄联盟母公司RIOT,皇室战争母公司supercell等等，通过收购“洗白”自身。但高度模仿英雄联盟玩法的“王者荣耀”，凭借背靠腾讯系的流量，一直占据腾讯手游营收的头把交椅，仍没有逃出利用社交优势行垄断之实的窠臼。自身坐拥互联网领域最大流量，是腾讯最得天独厚的优势。其他巨头求之而不得，因而遭到腾讯筑起的“社交壁垒”的狙击。滴滴、嘀嗒互呛滴滴作为出行领域的龙头，在近年来与嘀嗒摩擦不断。但有趣的是，后来者的嘀嗒在10月份传出赴港上市的消息，但老大哥“滴滴”却仍无动静，在上市征程上，嘀嗒在某种程度上实现了“弯道超车”。而在2018年之前，嘀嗒的体量与滴滴相比，如蚍蜉之于大树。而滴滴便被嘀嗒曝光，2017年12月，嘀嗒拼车在官方微博发布公开信称，深圳有6位安装了嘀嗒出租车司机端App的司机接到了滴滴的客服电话，被要求在两者之间“二选一”。虽然滴滴在第一时间予以否认，但其后爆出对用户信息的褫夺却是不争的事实。根据滴滴出租司机端的服务协议，滴滴平台可以收集司机的姓名、身份证明、电话号码、生物特征等能够用来识别身份的信息。除此之外，几乎所有关于软件和操作系统的信息也将被收集上来，比如设备型号、操作系统版本、在线状态及接单行为等等。通过对手机信息的手机，让滴滴对司机用户是否被其他同业竞争者渗透，有了充分了解。借助自家平台对司机进行二选一“提醒”，比直接打电话更为有效。而不管怎么操作，最终的成本，亦只会转嫁到司机身上。但互联网之所以存在，是因为其创新和包容的特性。而现在的巨头，更多依靠前期野蛮生长铸就的体格，不断汲取养分，欺压和收编后来者，亦是对市场支配地位的滥用。《反垄断指南》使平台的行为更加细化，以适应不断萌生的互联网新型商业模式与业态。移动互联网时代自兴起至今已逾5年，阿里、美团、京东等平台型互联网企业均深度参与其中。大众生活在受益的同时，生活的边界在不知不觉中亦被这些巨头渗透。无论是个人信息，抑或是平台选择权，大多数普通用户在贡献消费的同时，亦在其中充当巨头们无边界扩张的筹码与资源。而《反垄断指南》的出台，无疑标志着此前无序扩张与竞争的旧时代正在走向终结。","news_type":1},"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopSt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