_三国志(转载)

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  阿里·腾讯·百度【三国志】
  “Three Kingdoms”
  过去几个月里,在北京的交通高峰时段很难打到出租车。司机不愿为招手的乘客停车,他们要追求更大的奖励——那些下载了打车应用到智能手机上的乘客,因为这些应用会为每一单的司机和乘客双方都提供奖励。
  打车应用给予乘客车费返款,并给司机发放补贴。这对出租车司机有帮助,因为他们长期以来一直在抱怨车费被行政命令人为压低了。许多司机在高峰时段根本不载客,除非乘客是在网上订车。有了打车软件之后,用户可以预先选择向司机支付额外小费,由此形成前所未有的出租车市场价格。
  嘀嘀打车和快的打车是两款彼此竞争的打车应用,分别得到两家互为对手的中国互联网集团的支持,目前乘客和司机都从中尝到了甜头。这两款应用已花掉了投资人的数百万资金。
  低价出租车只是中国互联网三巨头(合称“BAT”)之间一场新战争带来的好处之一。在三巨头中,百度是占主导地位的搜索引擎,阿里巴巴控制了中国电子商务市场80%的份额,腾讯是市值为1320亿美元的游戏和社交媒体巨擘。在投资银行易凯资本的创始人、知名博主王冉看来,腾讯嘀嘀打车与阿里巴巴快的打车之争,可谓“中国互联网的第一次大战”的第一场战役。
  有两个因素搅动了中国互联网行业安逸的氛围。其一,互联网公司已成为中国市值与营收最高的民营公司,手握巨额现金。其二,移动互联网的到来,让互联网公司有了争斗的领域。将近5亿中国人用智能手机上网,他们的手机有的只要50美元。
  研究集团龙洲经讯的葛艺豪说:“以前,这几家公司都有各自独特的势力范围,但随着移动互联网的到来,它们越来越向同一个模式靠拢,业务领域的重叠也越来越多。”
  它们近期的收购举动大多出于发展移动互联网业务的考量。百度去年7月斥资19亿美元收购了应用商店91无线,旨在让百度在移动用户那里赢得优势。阿里巴巴购入了中国头号手机浏览器——UC浏览器的股权,具体股权份额未对外披露。上月,阿里巴巴提出收购地图应用提供商高德软件,对高德的估值达到16亿美元,此交易将使高德能与百度的手机地图应用展开针锋相对的争夺。
  腾讯已经收购国内最知名餐馆评分点评类网站——大众点评网 20%的股份。3月10日,腾讯也收购京东商城15%的股份。随后一直有媒体报道称,腾讯正在与中国第三大视频平台搜狐商谈,希望合并双方在线视频业务。
  去哪儿网的钱臻说:“目前确实存在业务趋同的情况。大家争着提供最便利的用户体验,都有这样一种担忧,‘如果我不提供在线旅行服务,腾讯或其他公司就会提供’。巨头们现在可能轻松坐享当前事实上的垄断地位和可观的利润率,但这不会持续很长时间。这也是他们急于收购的原因。”去哪儿网是中国流量排名第一的在线旅行网站,而百度持有该公司股份。
  美奇金投资咨询公司分析师杨思安指出,中国互联网巨头正变成“科技企业集团 ”。这个词原来是指20世纪里涉足多个行业、主宰了日本经济的全国性领军企业。她说:“当中国的企业发展到如此大的规模之后,公有和私有的差别已不太重要。无论从哪方面来看,这些公司已变成了国家的‘互联网部’。”
  BAT三巨头也向传统经济领域扩张,首当其冲的是金融服务业。阿里巴巴去年夏季开始发难,推出了货币基金“余额宝”,其收益率达到官方设定的银行存款利率的数倍。阿里巴巴声称,余额宝刚推出9个月时间,便已吸引了逾5000亿元人民币(合810亿美元)的资金。腾讯也推出了类似的货币基金——理财通。百度也通过旗下的百度理财推出了同类产品。
  Over the past few months, it is difficult to get a taxi at rush traffic hour in Beijing. Drivers do not want to stop for the waving passengers, because they want to pursue a greater reward – passengers who downloaded the app to the smart phones. What is more, these applications will both provide incentives for drivers and passengers.
  The application gives passengers a taxi fare refund and the subsidies to the drivers. This will help taxi driver, because they have long been complaining about the low fares by artificially executive. Many drivers do not pick up the passengers during peak hours, unless the passenger order a car online. After the taxi software, users can choose to pay an extra tip to the driver in advance, thus forming an unprecedented taxi market prices.
  Didi Dache and Kuadi Dache are two competing taxi applications, respectively obtain the support of two mutually rival China Internet Group. Currently the passengers and drivers can get benefits from these two applications. Both applications have spent millions of investor funds.
  One of the benefits of the new war between ChinaBAT is the cheap taxis free. Among the three internet giant companies, Baidu is the in dominant position in search engine while Alibaba controls 80 percent of the Chinese e-commerce market and the Tencent is the super company with a market capitalization of $ 132 billion in gaming and social media. In the view of the founder and of China ECapital and the well-known blogger Ran Wang, the dispute between Didi Dache of Tencent and the Kuadi Dache of Alibaba is described as the the first battle of China’s Internet First World War.
  There are two factors that stirring the Chinese Internet industry cozy atmosphere. First, Internet company has become the the private company with the highest market capitalization and revenue, holding large amount of cash. Second, the arrival of the mobile Internet make Internet companies having the battle field. Nearly 500 million Chinese people use smart mobile Internet, and some of their mobile phones only worth $ 50.
  Arthur Kroeber, the staff of the Research Group GaveKal Dragonomics, said, In the past, these companies have their own unique sphere of influence, but with the advent of the mobile Internet, they are increasingly closer to the same pattern and the overlapping business areas are more and more.
  Their acquisition move mostly considerate for the development of mobile Internet services. Baidu in July last year spent $ 1.9 billion acquisition for the application store 91 wireless, aiming to win the advantage from the mobile users. Alibaba has acquired a Chinese first mobile browser – UC Web stake, but the the specific equity share has not yet exposed. Last month, Alibaba tookover Maps application provider AutoNavi Holdings, and its valuation reached $ 1.6 billion. This transaction will enable AutoNavi to compete with Baidu ‘s mobile map application.
  Tencent has acquired the most famous restaurants Rating Review websites – 20% shares of the Dianping. On March 10, Tencent also has acquired JD.com 15% stake. Subsequently, there have been media reports that Tencent made negotiations with the third-largest video platform in China Sohu, hoping to merge their online video business.
  Jenna Qian in Qunar, said,on the current situation, it does exist business convergence. Everyone scrambles to provide the most convenient user experience. So there is such a concern that if I do not provide online travel services, Tencent or other companies will do. ‘ The giants may now easily reap the current monopoly and considerable margin, but it will not last for a long time, which is also the reason they rush to the acquisition. The Qunar ranks the first of China’s traffic travel website, and Baidu owns the shares of the company.
  The analyst Anne Stevenson-Yang from J Capital Research noted that Chinese Internet giant becomes the tech Kereitsus. The word originally refers to the Japan domination company that involved in a number of industries in the 20th century. She said, When the Chinese enterprises develop such a large scale, the difference between public and private has been less important. Regardless of which perspective, these companies have become the country’s ‘Internet department ‘ .
  BAT also expand the traditional economic sectors, and the financial services industry is bearing the brunt. Alibaba launched an attack last summer, launching the Yu’ebao, whose interest reached its official-set bank deposit rate several times. Alibaba claimed that after its launching nine months time, it had already attracted more than 500 billion yuan (about 81 billion U.S. dollars ) in funding. Tencent also launched a similar Monetary Fund – Licaitong. Baidu also introduced a similar product through its Baidu Wealth Management.
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