搜狗进鹅厂，一场与搜狐的三赢游戏_老虎社区_美港股上老虎

搜狗进鹅厂，一场与搜狐的三赢游戏

锌财经2021-09-24

文／济止 9月24日，搜狗宣布完成《合并协议和计划》，合并后将从纽交所退市，成为腾讯间接全资拥有的私人控股公司。对于正式合并后搜狗将划分到腾讯哪个部门，锌财经就此事向搜狗公关部咨询，对方表示，要到下个月才交割，目前不清楚具体情况。十一年前，搜狗正式从搜狐独立出来。到2013年，腾讯又以4.48亿美元的资金和旗下的搜搜业务战略入股搜狗。十一年过去了，狐还是完全卖掉了狗，鹅也最终完全买下了狗。 ...

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KIM1450
·2021-09-24
Wahaha
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hangyuliang
·2021-09-24
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Linda2240
·2021-09-24
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Mingzu
·2021-09-24
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liuxiangwei
·2021-09-24
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yuliang559
·2021-09-24
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我是歌手
·2021-09-24
都垄断了。。。
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href=http://finance.sina.com.cn/tech/csj/2021-09-24/doc-iktzscyx6147972.shtml><strong>锌财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文／济止\n9月24日，搜狗宣布完成《合并协议和计划》，合并后将从纽交所退市，成为腾讯间接全资拥有的私人控股公司。\n对于正式合并后搜狗将划分到腾讯哪个部门，锌财经就此事向搜狗公关部咨询，对方表示，要到下个月才交割，目前不清楚具体情况。\n十一年前，搜狗正式从搜狐独立出来。到2013年，腾讯又以4.48亿美元的资金和旗下的搜搜业务战略入股搜狗。\n十一年过去了，狐还是完全卖掉了狗，鹅也最终完全买下了狗。\n...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-09-24/doc-iktzscyx6147972.shtml\">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":"SOGO","symbol_name":"搜狗","start_time":0,"source_url":"http://finance.sina.com.cn/tech/csj/2021-09-24/doc-iktzscyx6147972.shtml","article_id":"1179840861","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/84af57743b0559254498b20467f0a728"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1179840861","pubTimestamp":1632493388,"columns":[],"sourceInfo":{"source_id":"lsy1568892980557","name":"锌财经"},"weMediaInfo":null,"summary":"总体而言，腾讯收购搜狗，王小川、搜狐和腾讯都是受益方。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SOGO":"搜狗","SOHU":"搜狐","00700":"腾讯控股"},"translate_title":"Sogou Inc. enters goose factory, a win-win game with Sohu.com","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/449fc90b622cc409736bce92241633c0","symbols_score_info":{"00700":0.9,"SOGO":0.9,"SOHU":0.9},"content_text":"文／济止\n9月24日，搜狗宣布完成《合并协议和计划》，合并后将从纽交所退市，成为腾讯间接全资拥有的私人控股公司。\n对于正式合并后搜狗将划分到腾讯哪个部门，锌财经就此事向搜狗公关部咨询，对方表示，要到下个月才交割，目前不清楚具体情况。\n十一年前，搜狗正式从搜狐独立出来。到2013年，腾讯又以4.48亿美元的资金和旗下的搜搜业务战略入股搜狗。\n十一年过去了，狐还是完全卖掉了狗，鹅也最终完全买下了狗。\n不过，这也许是最好的结局。搜狗卖身，正式嫁入豪门腾讯，其被低估的市值有望翻身；搜狐拿钱，或将从此次交易中获得11.8亿美元现金，解决现金流问题；腾讯进击搜索，整合搜狗的技术能力与自己的内容端相融合。\n搜狗入鹅厂终是尘埃落定，以三方共赢的结果完美的收场，倒也不失为一桩好事。\n聚焦之后，搜狐具备规模化发展潜力\n曾经作为搜狐体系中的重要一员，搜狗对于搜狐的意义不言而喻。但天要下雨娘要嫁人，尽管有很多不舍，搜狐终究还需往下走。\n这一次，搜狐将更加专注。\n艾媒咨询CEO张毅告诉锌财经，在出售搜狗剥离巨大成本后，对搜狐今后的战略布局将有极大的帮助，轻装上阵的搜狐未来的目标将更加清晰明确。\n张毅指出，搜狐接下来的道路并不轻松，因为不论是媒体、视频还是游戏业务，都是需要高投入的，尤其是视频业务。因此，做减法是搜狐比较合适的选择和方法。\n\n作为中国互联网元老级成员，搜狐经历了Web1.0时代的高光发展。但随着移动互联网时代的到来，各互联网厂商已从早期的产品多元化有序布局，发展到愈发疯狂的无边界扩张。\n在重新找准定位后，搜狐从2020年开始到今年第二季度，业绩处于持续回暖状态。\n对此，搜狐董事长兼首席执行官张朝阳不止一次的将业绩回暖归功于严控成本以及在线游戏业务的稳健表现。同时，搜狐视频的“长视频+短视频+直播”模式也获得了不错的效果。\n锌财经了解到，在原有业务上创新，是搜狐自去年以来努力的方向，其中，直播成为控制成本的新武器。\n在去年的财报总结会上，张朝阳曾指出，搜狐对直播技术的应用，使得在用户规模没有显著成长的情况下，守住了广告，控制住了成本。\n除了直播，搜狐下功夫的另一大方向就是用户粘性。今年五月份，搜狐推出了首个明星“数字人”，应用在搜狐新闻客户端，增加了用户的视听化体验；而狐友形成了校友圈、粉丝圈、用户群，保证了极高的留存率。\n\n产业时评人张书乐表示，搜狐放下了搜索的执念，做减法为自己在泛娱乐领域的拓展寻找加法。\n据搜狐公布的2021年第二季度财报显示，该季度总收入为2.04亿美元，同比增长28%；净利润2500万美元，超预期。其中，品牌广告收入为3700万美元，较上一季度增长20%；在线游戏收入为1.51亿美元，同比增长43%。\n可见，搜狐的种种努力已见效果，在剥离搜狗后，搜狐可以更加专注现有主营业务。\n此外，在出售搜狗股票后，搜狐可获得11.8亿美元的资金。在张毅看来，这笔资金对近期的搜狐来讲，减轻了不少压力，可以活的相对自在一点。但从长远看，视频行业还是烧钱的大坑，未来的包袱还是有些重的。\n怎么减轻包袱，或许还得落到畅游身上。张毅指出，畅游本质上是优质的企业，在游戏这个赛道，还是有比较好的IP。但现在新生代的用户对这个IP的熟悉程度并不是太高，所以畅游还需要重新激活一下IP。\n同时，还要唤醒老用户，主要是70、80年代的这批老用户，如果能够把他们重新激活，对畅游来说也是一个巨大的机会。\n另外，就是渠道。现在畅游在国内的主要渠道是腾讯和应用商店，接下来畅游还需在渠道上有所突破。\n张朝阳在今年第二季度财报会上称，希望畅游明年可以在港交所上市。可见，张朝阳和他的搜狐对畅游仍寄予了很大期望，畅游的未来仍有很大的想象空间。\n“塞翁失马，焉知非福”，失去了搜狗，更加专注的搜狐可打的牌还有很多，也更加具备规模化发展的可能。\n腾讯从未放弃搜索\n国内的几家互联网巨头，可以说是从未放弃过对搜索业务的追赶，比如腾讯。\n事实上，早在2006年3月，腾讯就发布过其搜索引擎“搜搜”，此引擎功能包含了网页、图片、视频、电子地图等搜索。但在“搜搜”的早期发展时段，其搜索结果页面显示的是“由谷歌提供”，再后来，逐渐转为了腾讯独立研发。\n经过多年“尝试”，搜搜仍未成长为腾讯的关键业务。\n2013年9月，腾讯宣布以4.48亿美元战略入股搜狗，并将旗下的搜索和QQ输入法并入搜狗业务。随后的几年里，虽然腾讯表面上没有再对搜索业务有太大的动作，但实际上，其子业务微信，已经在做新的尝试了。\n\n2017年4月，腾讯微信内部新成立了一个部门，取名搜索应用部，主要目的为开放外部信息搜索。在此之前，微信用户用微信搜索，只能搜索到聊天、朋友圈、公众号等微信内部信息。但在开放外部信息后，用户可以再微信上搜到主流的门户网站，譬如知乎、豆瓣等内容信息平台。\n直到2019年，微信搜索团队首次公开亮相。同年年底，“微信搜索”也正式更名为“微信搜一搜”，并成功接入搜狗搜索。\n这对腾讯来说，是一次成功的升级。\n腾讯可以说一直占据着互联网流量的半壁江山。而这样一个拥有最丰富流量体系的巨头，之所以不断尝试搜索业务，是因为完善的搜索技术，可以良好的解决不同场景下，把不同的内容呈给用户的问题。\n而其子业务微信，经过多年发展，其展现的内容也是越来越多，无论是从公众号，还是后来的小程序，以及游戏、短视频、音频等等，信息类目不断地在几何增长。而完善微信的搜索功能，这会使微信内容分发功能进一步强大。对于用户来说，通过微信搜索，将会接触到微信内外的各类内容。\n这样一来，就可以解决不同APP之间割裂、内容数据不能互通，给用户造成的信息孤岛问题。\n同时，中国新一轮的搜索竞争已经开始了。\n2020年2月，互联网新贵——字节跳动旗下的“头条搜索”上线独立APP，瞄准以“搜索+信息流”双引擎达到连接人与信息的目的。而就在同年6月，阿里创新业务事业群也成立了智能搜索业务部，由UC事业部总经理、书旗事业部总经理吴嘉担任负责人，围绕智能搜索APP夸克展开布局。\n身处这样的竞争中，腾讯拿下在2020年仍占据16.84%份额的搜狗，势在必行。\n\n相信搜狗并入腾讯后，无疑会进一步加强微信的搜索实力，让微信在新一轮的搜索竞争下，更快的实现其搜索布局，领先对手一步。\n这是一场三方共赢\n对于搜狗来说，仅仅受一条腾讯收购消息影响，股价就立马大涨48%，最新市值已升至33.08亿美元。\n另一方面，虽然在收购之前，也一直有腾讯和搜狐的支持，但百度多年下来的市场“地位”，仅凭两家的“支持”是很难撼动百度的。而且近两年，搜狗的搜索业务也遇到了发展困境，垂直搜索、内网信息搜索，都在分流通用搜索的内容搜索服务。缺乏强大营销体系支持的智能硬件，也未能获得满意的份额。市场的判断、精准的营销等方面的差距，让搜狗举步维艰。\n不过这一切在被腾讯收购后，就另当别论了。有了腾讯这位强有力的后台，相信搜狗搜索业务会更有底气挑战百度。并且，搜狗多年来执迷的人工智能技术，也有可能会大放异彩。如此看来，腾讯收购搜狗，对搜狗来说，是一条更加开阔、平坦的大道。\n而对于搜狐来说，最直接、最显而易见的，就是能获得充沛的现金流。\n\n作为搜狐的一个成功的内部孵化项目，搜狗这些年，给搜狐“赚”来了真金白银。一旦与腾讯的交易完成，搜狐所持有的搜狗33.8%股权价值约为12亿美元，这么一笔充裕的资金，完全可以支持张朝阳对搜狐未来的规划，方便“大施拳脚”，尤其是在其“搜狐视频”、“直播”、“自制剧”等业务上。而张朝阳带着搜狐扎根中国，增加更多就业机会，创造更多税收。\n最后对于腾讯来说，收购搜狗解决了搜索业务短板的问题，也在搜索引擎和第三方输入法市场上直接获得了市场第二的位置。在这即将一触即发的信息搜索大战中，搜狗将成为腾讯的一股强劲战力。\n总体而言，腾讯收购搜狗，王小川、搜狐和腾讯都是受益方。这是一场三方共赢的交易。","kind":"news","is_publish_news":false,"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":861289563,"gmtCreate":1632497713152,"gmtModify":1632715635911,"author":{"id":"3578661933290658","authorId":"3578661933290658","name":"KIM1450","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3578661933290658","idStr":"3578661933290658"},"htmlText":"Wahaha","listText":"Wahaha","text":"Wahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861289563","repostId":1179840861,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":861209159,"gmtCreate":1632495219371,"gmtModify":1632716461816,"author":{"id":"3581648325885484","authorId":"3581648325885484","name":"hangyuliang","avatar":"https://static.tigerbbs.com/666befce0f00a6a00c265bccefcc9033","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3581648325885484","idStr":"3581648325885484"},"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/861209159","repostId":1179840861,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus"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