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滕斌圣:阿里估值超2500亿美元不离谱

来源: 南方日报网络版     时间: 2019年09月19日 18:33:23
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哪有腾讯分分彩平台直招龙虎代理客服QQ/微信【421618535】诚招代理【在线开户网址um996.com】龙虎和龙虎1赔2.211合1赔9.95,定位胆1赔9.95腾讯分分彩,5分,10分彩,最高返水100反9快,最高赔率,正规信誉大平台平台24h提供注册及登录。滕斌圣:阿里估值超2500亿美元不离谱

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(  长)(江)(商)(学)(院)(战)(略)(学)(副)(教)(授)(滕)(斌)(圣)(接)(受)(长)(江)(商)(学)(院)(知)(识)(中)(心)(采)(访)(时)(,对)(阿)(里)(巴)(巴)(的)(信)(息)(披)(露)(、治)(理)(结)(构)(、公)(司)(估)(值)(等)(众)(多)(问)(题)(进)(行)(了)(分)(析)(。
  以)(下)(为)(采)(访)(概)(要)(:
  问)(:你)(如)(何)(对)(比)(阿)(里)(巴)(巴)(与)(亚)(马)(逊)(、eBay或)(谷)(歌)(等)(互)(联)(网)(或)(电)(子)(商)(务)(巨)(头)(?
  答)(:首)(先)(,相)(对)(于)(美)(国)(或)(世)(界)(上)(其)(他)(电)(子)(商)(务)(公)(司)(而)(言)(,阿)(里)(巴)(巴)(的)(规)(模)(十)(分)(巨)(大)(。例)(如)(,该)(公)(司)(的)(营)(收)(比)(eBay和)(亚)(马)(逊)(的)(总)(和)(还)(多)(。由)(于)(中)(国)(的)(GDP小)(于)(美)(国)(,表)(明)(阿)(里)(巴)(巴)(的)(表)(现)(远)(好)(于)(美)(国)(同)(行)(。
  问)(:你)(认)(为)(阿)(里)(巴)(巴)(能)(否)(在)(国)(际)(市)(场)(复)(制)(它)(的)(成)(功)(?
  答)(:短)(期)(内)(恐)(怕)(不)(行)(。阿)(里)(巴)(巴)(发)(展)(之)(初)(充)(当)(了)(中)(国)(与)(世)(界)(其)(他)(地)(方)(的)(桥)(梁)(。该)(公)(司)(原)(本)(是)(一)(个)(方)(便)(世)(界)(其)(他)(地)(方)(的)(中)(小)(进)(口)(商)(寻)(找)(中)(国)(出)(口)(商)(的)(进)(出)(口)(平)(台)(。暂)(时)(来)(看)(,阿)(里)(巴)(巴)(可)(能)(仍)(将)(集)(中)(精)(力)(发)(展)(它)(在)(中)(国)(的)(电)(子)(商)(务)(平)(台)(,并)(继)(续)(充)(当)(中)(西)(方)(的)(桥)(梁)(。
  问)(:你)(认)(为)(阿)(里)(巴)(巴)(受)(制)(于)(中)(国)(的)(监)(管)(规)(定)(而)(限)(制)(信)(息)(披)(露)(的)(做)(法)(,将)(对)(重)(要)(国)(际)(机)(构)(投)(资)(者)(产)(生)(何)(种)(影)(响)(?
  答)(:不)(会)(有)(太)(大)(影)(响)(。首)(先)(,阿)(里)(巴)(巴)(旗)(下)(最)(敏)(感)(的)(业)(务)(是)(支)(付)(宝)(,因)(为)(它)(事)(关)(中)(国)(金)(融)(系)(统)(的)(稳)(定)(。由)(于)(该)(业)(务)(并)(非)(IPO的)(一)(部)(分)(,这)(项)(业)(务)(的)(细)(节)(不)(会)(在)(此)(次)(IPO中)(披)(露)(。出)(于)(国)(家)(安)(全)(的)(考)(虑)(,阿)(里)(巴)(巴)(平)(台)(上)(的)(数)(十)(亿)(笔)(交)(易)(的)(信)(息)(和)(数)(据)(也)(不)(会)(披)(露)(。机)(构)(投)(资)(者)(会)(理)(解)(这)(一)(点)(,毕)(竟)(这)(些)(数)(据)(都)(很)(敏)(感)(,而)(且)(百)(度)(等)(之)(前)(上)(市)(的)(中)(国)(互)(联)(网)(公)(司)(也)(面)(临)(类)(似)(的)(信)(息)(披)(露)(限)(制)(。
  问)(:围)(绕)(该)(公)(司)(的)(结)(构)(以)(及)(权)(力)(集)(中)(程)(度)(也)(存)(在)(一)(些)(担)(忧)(,你)(认)(为)(这)(是)(否)(会)(带)(来)(潜)(在)(问)(题)(?
  答)(:这)(绝)(对)(是)(个)(重)(要)(问)(题)(,这)(也)(是)(阿)(里)(巴)(巴)(最)(终)(选)(择)(到)(美)(国)(上)(市)(的)(原)(因)(。(香)(港)(不)(接)(受)(这)(种)(公)(司)(治)(理)(结)(构)(。)与)(此)(同)(时)(,我)(相)(信)(这)(种)(结)(构)(的)(确)(有)(正)(当)(的)(理)(由)(。首)(先)(,你)(可)(以)(看)(看)(百)(度)(和)(其)(他)(之)(前)(上)(市)(的)(中)(国)(公)(司)(,他)(们)(都)(采)(用)(了)(类)(似)(的)(“二)(元)(制)(”结)(构)(,所)(以)(这)(并)(不)(是)(新)(问)(题)(。其)(次)(,如)(果)(软)(银)(和)(雅)(虎)(等)(利)(益)(相)(关)(者)(的)(投)(票)(权)(大)(于)(马)(云)(和)(他)(的)(团)(队)(,肯)(定)(会)(从)(一)(定)(程)(度)(上)(削)(弱)(管)(理)(层)(的)(信)(心)(。所)(以)(,这)(正)(是)(马)(云)(和)(他)(的)(团)(队)(极)(力)(追)(求)(这)(种)(结)(构)(,设)(立)(这)(种)(保)(护)(机)(制)(的)(原)(因)(。正)(是)(出)(于)(这)(种)(考)(虑)(,他)(们)(宁)(愿)(以)(更)(低)(的)(估)(值)(在)(美)(国)(上)(市)(,而)(不)(愿)(凭)(借)(标)(准)(的)(公)(司)(治)(理)(结)(构)(在)(香)(港)(获)(得)(更)(高)(的)(估)(值)(。
  问)(:在)(公)(开)(市)(场)(对)(阿)(里)(巴)(巴)(进)(行)(估)(值)(时)(,有)(几)(个)(关)(键)(问)(题)(将)(决)(定)(该)(公)(司)(只)(能)(值)(1200亿)(美)(元)((这)(是)(该)(公)(司)(目)(前)(的)(内)(部)(估)(值)(),还)(是)(可)(以)(达)(到)(某)(些)(分)(析)(师)(预)(测)(的)(2500亿)(美)(元)(。例)(如)(,阿)(里)(巴)(巴)(营)(收)(的)(季)(节)(性)(趋)(势)(不)(断)(加)(深)(,将)(对)(业)(绩)(增)(长)(的)(计)(算)(方)(式)(和)(投)(资)(者)(预)(期)(产)(生)(何)(种)(影)(响)(?
  答)(:估)(值)(一)(直)(以)(来)(都)(是)(IPO中)(的)(一)(大)(棘)(手)(问)(题)(。与)(并)(购)(一)(样)(,无)(法)(套)(用)(一)(个)(简)(单)(的)(公)(式)(来)(计)(算)(公)(司)(的)(估)(值)(。尽)(管)(部)(分)(互)(联)(网)(公)(司)(面)(临)(着)(季)(节)(性)(风)(险)(,但)(阿)(里)(巴)(巴)(过)(去)(几)(年)(已)(经)(实)(现)(了)(稳)(定)(而)(持)(续)(的)(增)(长)(。只)(要)(增)(长)(潜)(力)(摆)(在)(那)(里)(,而)(且)(其)(主)(导)(平)(台)(继)(续)(控)(制)(中)(国)(电)(子)(商)(务)(市)(场)(,投)(资)(者)(就)(可)(以)(判)(断)(它)(的)(价)(值)(。当)(然)(,你)(还)(需)(要)(通)(过)(与)(亚)(马)(逊)(、eBay和)(奇)(虎)(360等)(上)(市)(公)(司)(进)(行)(对)(比)(来)(判)(断)(它)(的)(估)(值)(。所)(以)(我)(认)(为)(,如)(果)(你)(看)(看)(这)(些)(同)(类)(企)(业)(,即)(使)(阿)(里)(巴)(巴)(的)(估)(值)(超)(过)(2500亿)(美)(元)(,也)(不)(算)(太)(离)(谱)(。
  问)(:阿)(里)(巴)(巴)(目)(前)(的)(多)(数)(利)(润)(都)(来)(自)(PC业)(务)(,但)(我)(们)(过)(去)(几)(年)(也)(看)(到)(PC端)(向)(移)(动)(端)(的)(转)(型)(。这)(是)(否)(会)(对)(阿)(里)(巴)(巴)(产)(生)(负)(面)(影)(响)(?
  答)(:当)(然)(,这)(会)(给)(阿)(里)(巴)(巴)(的)(增)(长)(前)(景)(打)(上)(一)(个)(大)(大)(的)(问)(号)(。不)(过)(,我)(个)(人)(相)(信)(阿)(里)(巴)(巴)(可)(以)(将)(它)(的)(业)(务)(从)(PC端)(转)(向)(移)(动)(端)(,因)(为)(它)(拥)(有)(忠)(诚)(且)(极)(具)(粘)(性)(的)(用)(户)(。例)(如)(,如)(果)(你)(使)(用)(PC时)(喜)(欢)(到)(淘)(宝)(购)(物)(,那)(就)(更)(有)(可)(能)(继)(续)(使)(用)(淘)(宝)(的)(移)(动)(应)(用)(,而)(不)(会)(转)(换)(成)(其)(他)(的)(电)(子)(商)(务)(公)(司)(。所)(以)(我)(认)(为)(从)(PC端)(向)(手)(机)(端)(的)(转)(型)(起)(初)(将)(影)(响)(所)(有)(的)(科)(技)(公)(司)(,但)(只)(要)(平)(台)(自)(身)(有)(价)(值)(,而)(且)(发)(展)(稳)(定)(,同)(时)(还)(能)(令)(用)(户)(满)(意)(,他)(们)(就)(会)(继)(续)(使)(用)(同)(一)(家)(公)(司)(。
  问)(:为)(了)(接)(纳)(重)(要)(的)(外)(国)(投)(资)(者)(,阿)(里)(巴)(巴)(将)(在)(开)(曼)(群)(岛)(使)(用)(极)(其)(复)(杂)(的)(结)(构)(。你)(认)(为)(这)(是)(否)(会)(降)(低)(该)(公)(司)(的)(估)(值)(?
  答)(:不)(会)(。中)(国)(的)(其)(他)(大)(型)(科)(技)(公)(司)(也)(都)(使)(用)(这)(种)(结)(构)(,所)(以)(任)(何)(的)(相)(关)(影)(响)(都)(已)(经)(体)(现)(在)(估)(值)(中)(——这)(不)(是)(什)(么)(新)(模)(式)(。所)(以)(我)(认)(为)(机)(构)(投)(资)(者)(肯)(定)(明)(白)(,这)(并)(不)(是)(一)(种)(高)(风)(险)(的)(模)(式)(。
  问)(:除)(了)(IPO和)(商)(业)(战)(略)(外)(,商)(业)(领)(袖)(还)(应)(当)(关)(注)(阿)(里)(巴)(巴)(的)(哪)(些)(方)(面)(?
  答)(:商)(业)(领)(袖)(应)(当)(关)(注)(该)(公)(司)(的)(整)(体)(协)(同)(效)(应)(,因)(为)(支)(付)(宝)(并)(不)(包)(含)(在)(此)(次)(IPO中)(,但)(它)(却)(是)(最)(充)(满)(活)(力)(且)(最)(有)(潜)(力)(的)(部)(门)(之)(一)(。因)(此)(,阿)(里)(巴)(巴)(的)(上)(市)(业)(务)(将)(依)(靠)(支)(付)(宝)(,而)(且)(要)(与)(之)(形)(成)(协)(同)(效)(应)(。
(文)(章)(来)(源)(:长)(江)(商)(学)(院)()点)(击)(进)(入)(【股)(友)(会)(】参)(与)(讨)(论)(
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