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The Alibaba Has Focused Its Future Goals On The World.

2016/9/18 11:44:00 30

AlibabaInternetTencent

Us time September 16, 2016 (Friday closing).

Alibaba

The group rose 0.18% in the NYSE, closing at $104.64, or about $266 billion 413 million.

Alibaba has topped the list of all Asian listed companies.

It is worth pondering that on the throne of the highest value company in Asia, traditional giants such as PetroChina, ICBC, Japan TOYOTA and India Tata have taken turns, while Ali has achieved the first time.

Internet

The company leads the breakthroughs in Asia.

This is in line with the trend of the world's largest market capitalization company, which has long been dominated by apple, Google, Microsoft and other Internet Co.

The Chinese Internet companies represented by Ali may have reached the stage of international competition when they go to sea.

The latest round of valuation is also worth $60 billion, which is almost all the market value of Baidu in the second camp of China Internet Corporation's market capitalization list.

It can be said that only from the market value, Ali has been leading.

tencent

The position of a Baidu, while all the other Internet Co and Ali and Tencent, are separated by an almost unreachable distance of almost $200 billion.

In addition to the absolute leading position in market value, it is worth noting that Ali has built a complete ecosystem through nearly ten years of continuous layout.

From the 2017 second quarter earnings report data analysis, we can see that the electricity supplier is still the head of Ali's revenue, but most of the investors are concerned about cloud computing, digital media and entertainment, and innovation projects are clearly defined as the "new three big engines".

The three big plates outside the core electricity business just reflect the plan of Ma Yun's "crawler forward" for Ali business, that is, its business takes turns to lead the way, according to the plan: in 2017~2019, the super Unicorn ant gold clothing has been leading the US $60 billion valuation now; in 2019~2021, Ali cloud took the baton; in 2021 ~2024, the rookie would take the lead.

Like relay athletes, Ali's business will take turns one by one.

A picture to understand Ali strategic ecology

 Alibaba

If you want to repair the roof on sunny days, when the scaffolding is removed, you will find that Ali has gone far beyond the concept of the electricity supplier company.

Through large data cloud computing, payment and finance, logistics, entertainment, rural Taobao and a series of layout, Ali initially has the ability to provide the Internet infrastructure to the entire business community and upgrade the overall business form.

As the two poles of China's Internet layout, Ali and Tencent are moving along two very different roads.

Ali focuses on business infrastructure and ecological construction, while Tencent chooses to use the best game business to complete liquidation in social and media content.

Tencent's two quarter earnings report is most focused on game revenue. According to Ma Huateng's own statement, "global hand tour is our main business."

Its online game income increased by 32% to RMB 17 billion 124 million yuan, which was the largest business in all income; the income of hand tour was about 9 billion 600 million yuan, up 114% from the same period, and the growth rate was far beyond the other business.

"Online games have long been a driving force for Tencent, which is also the key to understand Tencent's comprehensive revenue."

In July 2016, Tencent bought Finland mobile game developer Supercell for about $8 billion 600 million.

Through the acquisition of Supercell, Tencent's annual gaming revenue is expected to increase to $13 billion.

This not only means that Tencent will dominate 13% of the world's $99 billion 600 million gaming market.

At the same time, it also indicates that more than 70% of Tencent's revenue will come from online games.

The US magazine asserted: "Tencent will no longer be a social media magnate."

If Tencent is infinitely close to the goal of "the biggest game company in the world", Ali has positioned itself as a pure Internet Co with the driving force of big data as the core and Internet business infrastructure, and upgraded to the global Internet business form.

This goal can be seen in the early September of this year G20, Ma Yun's full initiative of eWTP (global e-commerce platform) to see.

EWTP was eventually written into the G20 communiqu, and WTO director general Azevedo paid special visits to Alibaba Hangzhou Xixi park. When facing Ma Yun, he expressed his hope to "work hand in hand" to upgrade the rules of international trade.

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