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“AT”竞争分水岭:解析2016年业绩核心指标 阿里全面超越腾讯

2017-05-18 21:02:11   国际在线

蚂蚁金服领跑中国互联网金融服务,在一年前估值已经达到600亿美元,这个超级独角兽已有取代百度、将BAT变为ATM的趋势。

菜鸟网络作为大数据平台,实现了几何级数增长。以菜鸟联盟智能仓配网络为例,已经可以为超过1000个区县提供当日达、次日达服务。2016年“双十一”期间,5天内发货超过1亿件,成为中国最大开放仓配网络。

阿里云已连续第7个季度保持三位数营收增幅,将国内其他云计算公司远远甩在身后,在国际市场上与亚马逊和微软构成云计算的3A阵营(AWS、AlibabaCloud、Azure)。

2016年,阿里生态又孕育繁衍出文化娱乐生态,“3+X”的业务矩阵包括大优酷事业群、大UC事业群、土豆事业群三大用户平台引擎,以及阿里影业、阿里音乐、阿里文学、阿里游戏、大麦网在内的多个垂直业务纵队,让整个阿里生态体系更加丰满,显示出阿里打造文化娱乐产业新基础设施的野心。

阿里巴巴也是“新零售”的定义者和引领者。近年来,阿里先后投资布局银泰、苏宁、三江购物等线下零售企业,战略合作全业态零售集团百联,以大数据为基础,将线上、线下及现代物流紧密契合,打造出全渠道融合商业体,商业的未来即蕴含其中。

阿里巴巴集团董事局主席马云曾表示:“我们在创造一个历史从来没有诞生过的,跨边界跨时空和跨国界的经济体。”阿里巴巴集团CEO张勇同样将当下的阿里定义为:“实打实的、数据驱动的、100%透明的经济实体。”

通过大数据云计算、支付和金融、物流、大文娱、农村淘宝等一系列布局,阿里初步具备了向整个商业社会提供互联网基础设施并持续升级的能力。更给自身带来了广阔的发展前景。

阿里巴巴打造的全新经济体,模糊了线上线下的界限,也打破了地域和族群的边界,源于阿里平台又远远超越平台,以阿里搭建的商业基础和商业服务为共同纽带,万物智慧互联并大规模网状协作,想象空间无限。

舒适区里的腾讯

与阿里五年来的狂飙突进不同,腾讯已经在相当长一段时间内处于自己“最好的时光”之中。与马云不停的折腾、寻找新边界不同,马化腾在专注于持续吞噬游戏市场这块大蛋糕。马化腾曾表示:“过去大家都以为腾讯什么都会做,我们也走了一段弯路。这两年我们变化很大,把越来越多业务都砍掉了......自从进入手游运营后,很多精力都在布局全球手游,这是我们的主业。”

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