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2019-12-20
没有对未来做预测！视角独特，逻辑清晰！
阿里巴巴 vs 亚马逊！谁才是最大的数字商业帝国？
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2019-12-10
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阿里巴巴 vs 亚马逊:财务全面对比</span></p><p><span>2 第一层飞轮(核心电商):淘宝天猫 vs Amazon.com</span></p><p><span>2.1 阿里 vs 亚马逊:全域电商布局</span></p><p><span>2.2 阿里 vs 亚马逊:核心 2C 电商平台</span></p><p><span>2.3 阿里 vs 亚马逊:区域扩张和渠道铺展</span></p><p><span>2.4 阿里 vs 亚马逊:长尾流量</span></p><p><span>3 第二层飞轮(平台导流):蚂蚁+88VIP vs Prime</span></p><p><span>3.1 金融服务:蚂蚁金服 vs 亚马逊金融</span></p><p><span>3.2 会员服务:亚马逊 Prime vs 阿里 88VIP</span></p><p><span>4 第三层飞轮(物流网络):菜鸟网络 vs FBA</span></p><p><span>4.1 两个物流王国的较量</span></p><p><span>4.2 菜鸟网络:阿里物流赋能</span></p><p><span>4.3 FBA:亚马逊核心竞争力</span></p><p><span>5 第四层飞轮(云计算):阿里云VSAWS</span></p><p><span>5.1 云计算:产业互联网时代的商业操作系统</span></p><p><span>5.2 阿里云 vs AWS:基本框架</span></p><p><span>5.3 阿里云 vs AWS:市场地位</span></p><p><span>6 第五层飞轮(赋能万物):阿里 IoT vs 亚马逊 IoT</span></p><p><span>6.1 2T 物联网:唤醒万物的互联网终极形态</span></p><p><span>6.2 阿里的物联网布局</span></p><p><span>6.3 亚马逊的物联网布局</span></p><p><span>7 我们的世界观:互联网工业的本质是网络效应</span></p><p><span>7.1 传统工业时代(规模效应)vs 互联网工业时代(网络效应)</span></p><p><span>7.2 网络效应:互联网竞争格局的底层逻辑</span></p><p><img 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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>阿里巴巴 vs 亚马逊！谁才是最大的数字商业帝国？</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; 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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阿里巴巴 vs 亚马逊！谁才是最大的数字商业帝国？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-20 18:55 北京时间 <a href=https://mp.weixin.qq.com/s/-TZ7JT8h1i8qlnXHsSNGbw><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里$(BABA)$和亚马逊$(AMZN)$分别作为中美两国最大的数字商业帝国，从最底层的“使命、愿景和价值观”到驱动公司长期增长的飞轮模型都具有极强相似性。二者都以客户为中心，选择以电商业务作为底层飞轮并向外衍生出相似的成长飞轮，基于电商业务同时服务C端客户和B端商户的双边网络效应，直接塑造了两者“赋能者”的底层性格，最终造就了中美两国的B端之王。整体而言，阿里和亚马逊在各细分业务上各有千秋，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-TZ7JT8h1i8qlnXHsSNGbw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da8abad1e47f6e30aaf59f575a40435c","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/-TZ7JT8h1i8qlnXHsSNGbw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124528838","content_text":"阿里$(BABA)$和亚马逊$(AMZN)$分别作为中美两国最大的数字商业帝国，从最底层的“使命、愿景和价值观”到驱动公司长期增长的飞轮模型都具有极强相似性。二者都以客户为中心，选择以电商业务作为底层飞轮并向外衍生出相似的成长飞轮，基于电商业务同时服务C端客户和B端商户的双边网络效应，直接塑造了两者“赋能者”的底层性格，最终造就了中美两国的B端之王。整体而言，阿里和亚马逊在各细分业务上各有千秋，阿里的电商业务略胜一筹，云计算亚马逊保持领先，其他业务总体旗鼓相当。由于中国的消费纵深和潜力远超美国，未来阿里的电商业务有望保持领先，而云计算随着整体信息化的提高，将逐步缩小与亚马逊的差距。今天推荐来自西南证券的一篇全球科技行业专题报告：《阿里巴巴 vs 亚马逊：全景研究》，作者陈杭。具体内容如下：1 阿里巴巴 vs 亚马逊:全景对比1.1 阿里巴巴 vs 亚马逊:使命、价值观、愿景1.2 阿里巴巴 vs 亚马逊:财务全面对比2 第一层飞轮(核心电商):淘宝天猫 vs Amazon.com2.1 阿里 vs 亚马逊:全域电商布局2.2 阿里 vs 亚马逊:核心 2C 电商平台2.3 阿里 vs 亚马逊:区域扩张和渠道铺展2.4 阿里 vs 亚马逊:长尾流量3 第二层飞轮(平台导流):蚂蚁+88VIP vs Prime3.1 金融服务:蚂蚁金服 vs 亚马逊金融3.2 会员服务:亚马逊 Prime vs 阿里 88VIP4 第三层飞轮(物流网络):菜鸟网络 vs FBA4.1 两个物流王国的较量4.2 菜鸟网络:阿里物流赋能4.3 FBA:亚马逊核心竞争力5 第四层飞轮(云计算):阿里云VSAWS5.1 云计算:产业互联网时代的商业操作系统5.2 阿里云 vs AWS:基本框架5.3 阿里云 vs AWS:市场地位6 第五层飞轮(赋能万物):阿里 IoT vs 亚马逊 IoT6.1 2T 物联网:唤醒万物的互联网终极形态6.2 阿里的物联网布局6.3 亚马逊的物联网布局7 我们的世界观:互联网工业的本质是网络效应7.1 传统工业时代(规模效应)vs 互联网工业时代(网络效应)7.2 网络效应:互联网竞争格局的底层逻辑","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":910293634,"gmtCreate":1575969291628,"gmtModify":1704730228383,"author":{"id":"3535453700653490","authorId":"3535453700653490","name":"Xstreet","avatar":"https://static.tigerbbs.com/04849dc1203e3b3c694a035ad5df0bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"冬天空头牌电风扇","listText":"冬天空头牌电风扇","text":"冬天空头牌电风扇","images":[{"img":"https://static.tigerbbs.com/92d4fc265ccfe477a76cb040f6daa468","width":"660","height":"577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/910293634","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心]，虎妞已给你送上100虎币，请前往商城领取哦； 希望更多虎友看到您的帖子，可以尝试用＄关联相关股票，或者发布在相关话题下面。 此外如果您想创作优质文章，这里有一份老虎社区创作指引给到您，希望能对您有帮助！","text":"终于等到了您的初发帖[比心]，虎妞已给你送上100虎币，请前往商城领取哦； 希望更多虎友看到您的帖子，可以尝试用＄关联相关股票，或者发布在相关话题下面。 此外如果您想创作优质文章，这里有一份老虎社区创作指引给到您，希望能对您有帮助！","html":"终于等到了您的初发帖[比心]，虎妞已给你送上100虎币，请前往商城领取哦； 希望更多虎友看到您的帖子，可以尝试用＄关联相关股票，或者发布在相关话题下面。 此外如果您想创作优质文章，这里有一份老虎社区创作指引给到您，希望能对您有帮助！"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":910293634,"gmtCreate":1575969291628,"gmtModify":1704730228383,"author":{"id":"3535453700653490","authorId":"3535453700653490","name":"Xstreet","avatar":"https://static.tigerbbs.com/04849dc1203e3b3c694a035ad5df0bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"冬天空头牌电风扇","listText":"冬天空头牌电风扇","text":"冬天空头牌电风扇","images":[{"img":"https://static.tigerbbs.com/92d4fc265ccfe477a76cb040f6daa468","width":"660","height":"577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/910293634","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心]，虎妞已给你送上100虎币，请前往商城领取哦； 希望更多虎友看到您的帖子，可以尝试用＄关联相关股票，或者发布在相关话题下面。 此外如果您想创作优质文章，这里有一份老虎社区创作指引给到您，希望能对您有帮助！","text":"终于等到了您的初发帖[比心]，虎妞已给你送上100虎币，请前往商城领取哦； 希望更多虎友看到您的帖子，可以尝试用＄关联相关股票，或者发布在相关话题下面。 此外如果您想创作优质文章，这里有一份老虎社区创作指引给到您，希望能对您有帮助！","html":"终于等到了您的初发帖[比心]，虎妞已给你送上100虎币，请前往商城领取哦； 希望更多虎友看到您的帖子，可以尝试用＄关联相关股票，或者发布在相关话题下面。 此外如果您想创作优质文章，这里有一份老虎社区创作指引给到您，希望能对您有帮助！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":919484824,"gmtCreate":1576857012668,"gmtModify":1704272610679,"author":{"id":"3535453700653490","authorId":"3535453700653490","name":"Xstreet","avatar":"https://static.tigerbbs.com/04849dc1203e3b3c694a035ad5df0bc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"没有对未来做预测！视角独特，逻辑清晰！","listText":"没有对未来做预测！视角独特，逻辑清晰！","text":"没有对未来做预测！视角独特，逻辑清晰！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/919484824","repostId":"1124528838","repostType":4,"repost":{"id":"1124528838","pubTimestamp":1576839307,"share":"https://www.laohu8.com/m/news/1124528838?lang=&edition=full","pubTime":"2019-12-20 18:55","market":"us","language":"zh","title":"阿里巴巴 vs 亚马逊！谁才是最大的数字商业帝国？","url":"https://stock-news.laohu8.com/highlight/detail?id=1124528838","media":"智东西","summary":"阿里$(BABA)$和亚马逊$(AMZN)$分别作为中美两国最大的数字商业帝国，从最底层的“使命、愿景和价值观”到驱动公司长期增长的飞轮模型都具有极强相似性。二者都以客户为中心，选择以电商业务作为底层","content":"<p><span>阿里<a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a><a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>分别作为中美两国最大的数字商业帝国，从最底层的“使命、愿景和价值观”到驱动公司长期增长的飞轮模型都具有极强相似性。二者都以客户为中心，选择以电商业务作为底层飞轮并向外衍生出相似的成长飞轮，基于电商业务同时服务C端客户和B端商户的双边网络效应，直接塑造了两者“赋能者”的底层性格，最终造就了中美两国的B端之王。</span></p><p><span>整体而言，阿里和亚马逊在各细分业务上各有千秋，阿里的电商业务略胜一筹，云计算亚马逊保持领先，其他业务总体旗鼓相当。由于中国的消费纵深和潜力远超美国，未来阿里的电商业务有望保持领先，而云计算随着整体信息化的提高，将逐步缩小与亚马逊的差距。</span></p><p><span>今天推荐来自<a href=\"https://laohu8.com/S/600369\">西南证券</a>的一篇全球科技行业专题报告：《<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> vs 亚马逊：全景研究》，作者陈杭。具体内容如下：</span></p><p><span>1 阿里巴巴 vs 亚马逊:全景对比</span></p><p><span>1.1 阿里巴巴 vs 亚马逊:使命、价值观、愿景</span></p><p><span>1.2 阿里巴巴 vs 亚马逊:财务全面对比</span></p><p><span>2 第一层飞轮(核心电商):淘宝天猫 vs Amazon.com</span></p><p><span>2.1 阿里 vs 亚马逊:全域电商布局</span></p><p><span>2.2 阿里 vs 亚马逊:核心 2C 电商平台</span></p><p><span>2.3 阿里 vs 亚马逊:区域扩张和渠道铺展</span></p><p><span>2.4 阿里 vs 亚马逊:长尾流量</span></p><p><span>3 第二层飞轮(平台导流):蚂蚁+88VIP vs Prime</span></p><p><span>3.1 金融服务:蚂蚁金服 vs 亚马逊金融</span></p><p><span>3.2 会员服务:亚马逊 Prime vs 阿里 88VIP</span></p><p><span>4 第三层飞轮(物流网络):菜鸟网络 vs FBA</span></p><p><span>4.1 两个物流王国的较量</span></p><p><span>4.2 菜鸟网络:阿里物流赋能</span></p><p><span>4.3 FBA:亚马逊核心竞争力</span></p><p><span>5 第四层飞轮(云计算):阿里云VSAWS</span></p><p><span>5.1 云计算:产业互联网时代的商业操作系统</span></p><p><span>5.2 阿里云 vs AWS:基本框架</span></p><p><span>5.3 阿里云 vs AWS:市场地位</span></p><p><span>6 第五层飞轮(赋能万物):阿里 IoT vs 亚马逊 IoT</span></p><p><span>6.1 2T 物联网:唤醒万物的互联网终极形态</span></p><p><span>6.2 阿里的物联网布局</span></p><p><span>6.3 亚马逊的物联网布局</span></p><p><span>7 我们的世界观:互联网工业的本质是网络效应</span></p><p><span>7.1 传统工业时代(规模效应)vs 互联网工业时代(网络效应)</span></p><p><span>7.2 网络效应:互联网竞争格局的底层逻辑</span></p><p><img 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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>阿里巴巴 vs 亚马逊！谁才是最大的数字商业帝国？</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; 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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阿里巴巴 vs 亚马逊！谁才是最大的数字商业帝国？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-20 18:55 北京时间 <a href=https://mp.weixin.qq.com/s/-TZ7JT8h1i8qlnXHsSNGbw><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里$(BABA)$和亚马逊$(AMZN)$分别作为中美两国最大的数字商业帝国，从最底层的“使命、愿景和价值观”到驱动公司长期增长的飞轮模型都具有极强相似性。二者都以客户为中心，选择以电商业务作为底层飞轮并向外衍生出相似的成长飞轮，基于电商业务同时服务C端客户和B端商户的双边网络效应，直接塑造了两者“赋能者”的底层性格，最终造就了中美两国的B端之王。整体而言，阿里和亚马逊在各细分业务上各有千秋，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-TZ7JT8h1i8qlnXHsSNGbw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da8abad1e47f6e30aaf59f575a40435c","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/-TZ7JT8h1i8qlnXHsSNGbw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124528838","content_text":"阿里$(BABA)$和亚马逊$(AMZN)$分别作为中美两国最大的数字商业帝国，从最底层的“使命、愿景和价值观”到驱动公司长期增长的飞轮模型都具有极强相似性。二者都以客户为中心，选择以电商业务作为底层飞轮并向外衍生出相似的成长飞轮，基于电商业务同时服务C端客户和B端商户的双边网络效应，直接塑造了两者“赋能者”的底层性格，最终造就了中美两国的B端之王。整体而言，阿里和亚马逊在各细分业务上各有千秋，阿里的电商业务略胜一筹，云计算亚马逊保持领先，其他业务总体旗鼓相当。由于中国的消费纵深和潜力远超美国，未来阿里的电商业务有望保持领先，而云计算随着整体信息化的提高，将逐步缩小与亚马逊的差距。今天推荐来自西南证券的一篇全球科技行业专题报告：《阿里巴巴 vs 亚马逊：全景研究》，作者陈杭。具体内容如下：1 阿里巴巴 vs 亚马逊:全景对比1.1 阿里巴巴 vs 亚马逊:使命、价值观、愿景1.2 阿里巴巴 vs 亚马逊:财务全面对比2 第一层飞轮(核心电商):淘宝天猫 vs Amazon.com2.1 阿里 vs 亚马逊:全域电商布局2.2 阿里 vs 亚马逊:核心 2C 电商平台2.3 阿里 vs 亚马逊:区域扩张和渠道铺展2.4 阿里 vs 亚马逊:长尾流量3 第二层飞轮(平台导流):蚂蚁+88VIP vs Prime3.1 金融服务:蚂蚁金服 vs 亚马逊金融3.2 会员服务:亚马逊 Prime vs 阿里 88VIP4 第三层飞轮(物流网络):菜鸟网络 vs FBA4.1 两个物流王国的较量4.2 菜鸟网络:阿里物流赋能4.3 FBA:亚马逊核心竞争力5 第四层飞轮(云计算):阿里云VSAWS5.1 云计算:产业互联网时代的商业操作系统5.2 阿里云 vs AWS:基本框架5.3 阿里云 vs AWS:市场地位6 第五层飞轮(赋能万物):阿里 IoT vs 亚马逊 IoT6.1 2T 物联网:唤醒万物的互联网终极形态6.2 阿里的物联网布局6.3 亚马逊的物联网布局7 我们的世界观:互联网工业的本质是网络效应7.1 传统工业时代(规模效应)vs 互联网工业时代(网络效应)7.2 网络效应:互联网竞争格局的底层逻辑","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
