过去一年里,搜索和媒体集团百度在移动领域的收购也十分活跃,其在并购交易上动用的资金不在阿里巴巴之下,包括斥资19亿美元收购中国一家流行的应用商店。
Among Alibaba’s defensive plays, Mr Clendenin says, was its purchase last April of 18 per cent in Nasdaq-listed Sina Weibo. The Twitter-like microblogging site lets Alibaba mix more social media with its ecommerce, moving into the same area as WeChat. “They had a blind spot and they were getting their butt kicked by Weixin [WeChat],” he says. “Weibo was a blocking manoeuvre.”
克伦德宁表示,阿里巴巴的防御性举措之一是去年4月购得在纳斯达克(Nasdaq)上市的新浪微博(Weibo) 18%股权。新浪微博是一个类似推特(Twitter)的微博网站,让阿里巴巴能在其电子商务业务中加入更多社交网络元素,从而进入微信所在的领域。他表示:“过去,他们的业务存在盲区,这让他们被微信打得无法还手。入股新浪微博是一个招架动作。”
Part of the challenge for Alibaba, analysts say, is that the large scale of its core ecommerce business means accelerating growth relative to the market will take substantial new business. Despite such worries, Alibaba’s revenues last quarter increased by more than half over a year ago.
分析人士表示,阿里巴巴面临的部分挑战在于,该公司核心的电子商务业务规模太大,这意味着该公司必须开拓大量新业务才能实现相对于市场的加速增长。不过,尽管存在这种担忧,阿里巴巴上季度的营收增幅同比还是超过了一半。
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