阿里巴巴的增长战略不明

2014-10-09 17:37:58来源：可可英语

　　“It’s not clear what their strategy is,” says Josh Green, co-founder and CEO of Panjiva, a firmthat provides global trade data to corporate customers. “The prospectus is all aboutopportunities in China, and Ma is now talking about his global ambitions. It may be all right fornow because they’re doing so well, but in the medium-term, investors will look with a waryeye on any investment that doesn’t have a coherent strategy.”

　　对此，服务企业用户的全球贸易数据供应商Panjiva联合创始人兼首席执行官乔希o格林表示：“他们的战略不清晰。招股书中大书特书在中国的机会，而马云现在讲的却是全球发展大计。现在阿里巴巴如日中天，这样做也许没问题。但中期而言，如果投资战略前后不一，将招来投资者警惕的目光。”

　　Green believes that Alibaba ought to deepen its dominance in China. “They’re in a networkbusiness,” he says. “The more customers they attract at home, the more businesses follow,then more customers want the new products, and the customer base grows in a mutuallyreinforcing cycle.”

　　格林认为，阿里巴巴应该巩固在中国的主导地位。他表示：“他们从事的是网络业务，在本土吸引的消费者越多，随之而来的商户就越多，而新的产品反过来又会吸引更多消费者，用户群的增长会呈现相辅相成之势。”

　　Investing in Alibaba constitutes a bet on a single nation, and the China of tomorrow may notprove the juggernaut of the past decade, particularly given the recent news of its slowinggrowth rate and the threat of a downward spiral in real estate prices and construction. Still,getting stronger in the areas in which you’re already a leader makes sense.

　　投资阿里巴巴就相当于把宝全押在中国身上，而明天的中国也许不会像过去十年那样风光无限，特别是考虑到近来中国经济增长放缓、房产价格和建设规模存在螺旋下跌风险。不过，在自己已经是龙头的领域进一步做强合情合理。

　　Surprisingly, Alibaba—by its action, rather than its words—isn’t showing a lot of confidence inthe next phase of China’s e-commerce miracle. Rather than concentrating solely on digital, itis buying lots of unrelated businesses, including a movie studio, an appliance manufacturer, anda soccer team.

　　让人意外的是，虽然嘴上不那么说，但阿里巴巴的行动表明，该公司对中国电商发展奇迹的未来并不是特别有信心。阿里巴巴并没有把注意力完全放在数字领域，而是收购了许多和电商无关的业务，包括电影公司、家电制造商和足球俱乐部。

　　“I’d like to ask Alibaba if they’re bullish or bearish on China,” asks Green. “If they’re bullish,they’d use their poll position to do everything to exploit their dominance.”

　　格林说：“我想问问阿里巴巴，他们对中国的态度是乐观还是悲观。如果乐观，他们就应该利用自己的领先地位，竭尽全力发挥主导优势。”

　　If Alibaba does things to become more powerful at home, such as continuing its purchases oflogistics specialists, that’s all to the good. But its current acquisition march looks more likea campaign to diversify away from e-commerce.

　　如果阿里巴巴的举措是为了巩固在中国的领先地位，比如继续收购专业物流公司，那是好事。但现在，该公司的收购行动看着像是要脱离电商领域实现多元化。

　　So far, Alibaba’s attempts at global expansion haven’t worked, and they’re unlikely toproduce anything resembling its success in China, even if they are supported by giganticinvestments. Alibaba actually started as a global business-to-business marketplace,Alibaba.com. “From its earliest days, Alibaba.com struggled outside China,” says Green. Localcompanies proved formidable competitors. “So Alibaba pivoted back to China when theyrealized their unique position to capitalize on the consumer side.”

　　到目前为止，阿里巴巴在全球扩张方面做出的尝试都还没有成功，就算有巨额资金支持，这些措施也不太可能重现阿里巴巴在中国取得的成功。实际上，阿里巴巴最初起步时是一个全球B2B平台——Alibaba.com。格林说：“最初，Alibaba.com在海外苦苦挣扎。”实际情况证明，海外市场的竞争对手很难对付。“因此，阿里巴巴意识到自身在利用消费端的独特地位后，就把重心转移到了国内。”

本文关键字: 阿里巴巴的增长战略不明