阿里巴巴的增长战略不明

2014-10-09 17:37:58来源：可可英语

　　Right now, Alibaba appears to be pursuing a two-part approach to foreign expansion. Indeveloping markets such as Russia and Brazil, it wants to challenge eBay, Amazon, and localplayers to become a major or dominant competitor. In the U.S., it’s not clear if Alibaba ismaking scattered investments to diversify its holdings or if it wants to replicate its core e-commerce business. In the former category, it’s taken stakes in Lyft, a car-sharing service,and retail site ShopRunner. But it has also launched its own shopping platform, 11Main.com,a move that may foreshadow the creation of a full suite of e-commerce platforms in the U.S.

　　目前看来，阿里巴巴正在通过两条途径实现海外扩张。在俄罗斯和巴西等发展中市场，它想挑战eBay、亚马逊(Amazon)和当地电商，从而成为主要竞争者，乃至占据主导地位。在美国，还不清楚阿里巴巴是在四处投资以实现业务多元化;还是说它想复制自己的核心电商业务。该公司已经持有租车服务公司Lyft和零售网站ShopRunner的股份，这属于多元化。但它也推出了自己的购物网站11Main.com，这也许是其在美国打造全方位电商平台的先兆。

　　Investors, take note: Alibaba’s global expansion won’t be nearly as profitable as its fabulousbusiness in China, the source of 93% of its revenues. “I have great confidence about theirability to beat Amazon in China, and very little confidence in their ability to beat Amazon inthe U.S.,” says Green.

　　投资者请注意，和阿里巴巴惊人的中国业务(为该公司贡献了93%的收入)相比，其全球扩张的盈利水平远不会像前者那么高。格林指出：“我完全相信阿里巴巴能在中国击败亚马逊，但我不大相信他们能在美国做到这一点。”

　　Green worries most that Alibaba will suffer not so much from a slowdown in China, but ratherfrom a “self-inflicted wound” caused by pursuing the wrong strategy. It’s all about how Alibabauses its capital. Pouring money into China has been a winner. Lavishing capital in places wheretough competitors all want a piece could be a loser. For Alibaba, a global strategy may indeedbe the wrong one.

　　格林认为，中国经济减速并不会给阿里巴巴带来多大的不利影响，他最担心的是阿里巴巴由于采取了错误的战略而自讨苦吃，以至于元气大伤。说到底，问题在于阿里巴巴如何运用自身资金。把大量资金投入中国市场令该公司大获成功。而在强手如林、人人都想分一杯羹的地方一掷千金则可能一败涂地。对阿里巴巴来说，全球化战略或许真的是个错误。

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