The companies published more recent figures which suggest the gap has closed slightly. Baidusaid it had 35m active users for Baidu Wallet at the end of June, while Alipay said it had 400m.
根据易观国际发表的最新数据显示,百度钱包与支付宝之间的差距已有小幅缩短。百度表示至6月底,百度钱包的活跃用户达到3500万名,支付宝则表示同期其活跃用户为4亿名。
“People are concerned that Baidu is not going to be able to move to online-to-offline becausetheir payment system is a lot weaker than Tencent and Alibaba, said Shaun Rein of ChinaMarket Research Group in Shanghai.Investments in things like movie tickets and other “online-to-offline businesses are “something they haven’t proved they are good at, he added.
上海咨询公司中国市场研究集团(China Market Research Group)的雷小山(Shaun Rein)表示:“人们担心的是,百度无法向O2O转型,因为他们的支付系统比腾讯(Tencent)和阿里巴巴弱太多。他还说,百度在电影票以及其他“O2O业务上的投资,“还无法证明他们擅长于此。
“They’re getting hammered because they’re making the investment they need to potentiallythrive in the next five to 10 years. The concern is, are they making the right investments, andare they going to be good at those new businesses?
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