Wall Street is seeing green this week regarding theChinese e-commerce company Alibaba. It hopes toraise more than $20 billion.
华尔街十分看好本周阿里巴巴(Alibaba)上市的“钱景”,这家中国电子商务巨头有望募集逾200亿美元的资金。
How Silicon Valley views Alibaba is another matteraltogether. While respectful of Alibaba’s success inChina and all that capital it shortly will have in itscoffers, the U.S. tech scene views Alibaba as nearlya non-entity, now and for the foreseeable future,for potential competition in its core markets. Atthe same time, it sees Alibaba as already an active sparring partner for investments and,perhaps, acquisitions of tech startups.
但在硅谷眼中,对阿里巴巴的看法却另有不同。虽然它在中国取得了令人不可小觑的成功,而且很快还将筹集巨额资金,但在美国科技界看来,无论是现在还是可预见的未来,阿里巴巴都无法对其核心市场构成挑战。同时,他们也认为,阿里巴巴已经成为在投资和收购新创科技企业方面的活跃伙伴。
Like its major competitors Tencent and Baidu, Alibaba made its name—and its profits—in China.Non-Chinese revenues are about 10% of its total today, however, particularly coming fromAliExpress, its global e-commerce business. According to Alibaba’s IPO prospectus, which youcan read yourself if you have a few spare hours, Russia, Brazil and the U.S. are the highest-growth regions for AliExpress. (The other day The Wall Street Journal nicely covered Alibaba’sforay into Brazil.)
与其主要竞争对手腾讯(Tencent)和百度(Baidu)等一样,阿里巴巴的名气和利润都源自中国。目前,阿里巴巴只有约10%的营收来自中国市场之外,主要源自其国际电子商务业务全球速卖通。阿里巴巴的招股书显示,俄罗斯、巴西和美国是全球速卖通增长最快的地区。[《华尔街日报》(The Wall Street Journal)之前刚刚对阿里巴巴进军巴西市场进行了专题报道。]
Operating in the U.S. will be a different story. Silicon Valley executives absolutely are takingAlibaba seriously. But they tend to note that Alibaba and its peers thrived in a country that putits thumb on the scales in favor of Chinese Internet companies while keeping U.S. competitorsat a distance. Google, Facebook, and eBay all have had their problems in China, while theChinese giants haven’t yet really tried their hands meaningfully in the U.S.
但在美国做生意却截然不同。硅谷高管圈对阿里巴巴十足重视,但他们往往倾向于认为,阿里巴巴及其中国同行之所以能在国内市场繁荣壮大,源自当地政府对中资互联网企业的保护,而美国企业则遭到排挤。谷歌(Google)、Facebook和eBay都在中国遭遇了麻烦,而中国科技巨头也尚未在美国取得有意义的进展。
本文关键字: 硅谷内部圈子如何看阿里巴巴
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