对阿里巴巴而言,这场支付之战发生在一个尴尬的时刻。阿里巴巴正在重组其与蚂蚁金服的关系,将利润分享安排转换为持有蚂蚁金服33%的股权。
Pony Ma, Tencent chairman and chief executive, insisted the competition was “healthy”. In the case of payments, this meant helping foster a market that is far and away the biggest in the world.
腾讯董事长兼首席执行官马化腾(Pony Ma)坚称,竞争是“健康的”。在支付方面,这意味着帮助培育一个遥遥领先的世界最大市场。
Benjamin Wu, analyst at Pacific Epoch, welcomed Tencent’s continued spending, saying that while it would lower margins it would also accelerate expansion.
弘亚世代(Pacific Epoch)的分析师Benjamin Wu对腾讯的持续支出表示欢迎。他表示,尽管这会降低利润率,但也将让腾讯加速扩张。
He added the company and Alibaba would follow different paths, with the latter looking more overseas. “We think Tencent can spread its payments to lower-tier cities [in China], like tiers 5 and 6, and get faster expansion,” he said.
他接着说,腾讯和阿里巴巴将走上不同的道路,后者将更多目光投向海外。“我们认为,腾讯可能将其支付业务覆盖到国内较小城市,比如五、六线城市,从而加快扩张速度,”他说。
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