除了争夺客户外,双方也在竞相投资。过去几个月,阿里巴巴把对Lazada的持股增加至83%,并且投资了印度尼西亚电商集团Tokopedia;腾讯据称投资了印尼叫车初创企业Go-Jek;Expedia投资了该地区的在线旅游集团Traveloka。
“There’s a lot of deal activity now,” says Florian Hoppe, partner at Bain & Co in Singapore. “It’s clearly an escalating battle and the impacted sectors are getting broader and broader.”
“现在有很多交易活动,”贝恩公司驻新加坡合伙人弗洛里安?霍珀(Florian Hoppe)表示,“这明显是一场日益白热化的战争,受影响的领域越来越多。”
That wide frontline sees the groups stretching their tentacles into the ecosystems around ecommerce, such as payments and logistics, while offering other services to keep consumers hooked within a single app — such as gaming, food delivery and messaging — to capture more of their time and money.
在这条广泛的战线上,这些企业把触角伸向围绕支付和物流等电商服务的生态系统,同时它们还提供其他服务——比如游戏、外卖和通讯服务——把消费者牢牢吸引到单一应用内,以此进一步赢得客户的时间和金钱。
These models mirror those pioneered by Tencent and Alibaba in China. The Western multinationals, while increasingly flirting with similar models, are counting on customising their international offerings to capitalise on the region.
【中国和西方科技巨头的东南亚对决】相关文章:
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