阿里巴巴的增长战略不明

2014-10-09 17:37:58来源：可可英语

　　No one disputes that to reward investors, Alibabamust keep growing at tremendous speed in the yearsto come, least of all its chairman Jack Ma. Thequestion is, where will Alibaba concentrate itsinvestments and manpower to generate the fast-rising revenues and profits it’s promising?

　　今后几年，阿里巴巴(Alibaba)必须保持飞速增长，以回馈投资者，对于这一点，没人会提出异议，阿里巴巴董事长马云更不会有异议。但问题在于，要实现其承诺的收入和利润快速增长，阿里巴巴应该把财力和人力集中在哪里?

　　That challenge will require a highly focused growthstrategy. Right now, Alibaba’s plans for expansion are a muddle.

　　要应对这项挑战，需要有高度集中的增长战略。而眼下，阿里巴巴的扩张计划可谓一团乱麻。

　　Investors are confused—or if they’re not, they should be—by the dissonance betweenAlibaba’s long-standing goal of dominating its home market and its newfound mission tobecome a major force around the globe. In its most recent IPO prospectus, filed on September5, the e-commerce phenomenon makes little mention of plans to expand outside its homemarket. Instead, it touts Alibaba’s commanding position in China and its ideal positioning toride the growth wave in digital shopping, which is one of the great consumer trends in history.

　　阿里巴巴长期以来的目标是主导本土市场，然而，最近该公司又决心在全球市场上大展宏图，这两项使命之间的偏差令投资者困惑。他们也确实应该感到困惑。在9月5日提交的招股说明书里，电子商务巨头阿里巴巴几乎没有提到海外扩张计划。相反，招股书大谈特谈阿里巴巴在国内占据主导地位，并且其定位绝佳，可从数字购物增长浪潮中获益良多。数字购物浪潮可谓史上一大消费趋势。

　　To make its point, the prospectus is famously packed with staggering statistics, among themthat Alibaba handles $298 billion a year in online retail orders and controls 86% of themushrooming mobile marketplace. Put simply, you could summarize the 665-page prospectusin four words, “China is our future.”

　　为说明这一点，招股书列举了一系列令人咋舌的数据，这也是招股书的亮点之一。这些数据包括：阿里巴巴一年处理的线上订单额高达2980亿美元;在蓬勃发展的移动购物领域，阿里巴巴控制着86%的市场份额。简单来说，这份长达665页的招股书可以用一句话来概括，那就是“中国是我们的未来”。

　　But on its recent IPO roadshow, Ma has been selling a totally different strategy. On September15 in Hong Kong, Ma told reporters that Alibaba harbors big growth ambitions in the U.S. andEurope. And later in San Francisco, he lauded Alibaba’s prospects in Russia and Brazil.

　　然而，在最近的IPO路演上，马云一直在宣扬另一种截然不同的战略。9月15日，他在香港对记者表示，阿里巴巴意欲在美国和欧洲大展拳脚。随后，他又在旧金山盛赞阿里巴巴在俄罗斯和巴西发展前景广阔。

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