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互联网行业拐点到来

来源: 南方日报网络版     时间: 2019年09月16日 14:03:57
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(这)(对)(数)(量)(为)(历)(年)(之)(最)(的)(860万)(2019届)(应)(届)(毕)(业)(生)(来)(说)(,确)(实)(是)(个)(打)(击)(。巨)(头)(都)(在)(节)(衣)(缩)(食)(,互)(联)(网)(寒)(冬)(真)(的)(来)(了)(?
互)(联)(网)(红)(利)(已)(过)(,企)(业)(谋)(求)(转)(型)(
互)(联)(网)(行)(业)(的)(高)(速)(发)(展)(,离)(不)(开)(移)(动)(互)(联)(网)(的)(大)(规)(模)(扩)(张)(和)(人)(口)(流)(量)(红)(利)(。
从)(全)(球)(来)(看)(,移)(动)(互)(联)(网)(的)(增)(长)(已)(经)(遇)(到)(瓶)(颈)(。2018年)(,全)(球)(76亿)(人)(中)(,约)(2/3已)(经)(拥)(有)(手)(机)(,且)(超)(过)(半)(数)(为)(“智)(能)(型)(”设)(备)(。而)(剩)(下)(的)(普)(及)(率)(还)(不)(太)(高)(的)(非)(洲)(国)(家)(也)(正)(迎)(头)(赶)(上)(,每)(年)(以)(20%的)(速)(度)(增)(长)(。
中)(国)(市)(场)(也)(趋)(于)(饱)(和)(,智)(能)(手)(机)(出)(货)(量)(连)(续)(下)(滑)(。
中)(国)(信)(息)(通)(信)(研)(究)(院)(报)(告)(显)(示)(,2018年)(1-9月)(,国)(内)(手)(机)(市)(场)(出)(货)(量)(为)(3.05亿)(部)(,同)(比)(下)(降)(17.0%。9月)(中)(国)(手)(机)(出)(货)(量)(同)(比)(下)(降)(近)(12%,是)(连)(续)(第)(四)(个)(月)(两)(位)(数)(下)(滑)(!2011年)(到)(2017年)(,手)(机)(网)(民)(增)(长)(率)(由)(17.43%缩)(小)(为)(8.2%。
因)(此)(,几)(乎)(所)(有)(互)(联)(网)(公)(司)(都)(感)(受)(到)(了)(流)(量)(的)(压)(力)(,不)(管)(是)(视)(频)(、电)(商)(、游)(戏)(,还)(是)(直)(播)(、社)(交)(、新)(闻)(,流)(量)(都)(在)(下)(降)(。
增)(量)(遇)(到)(瓶)(颈)(,只)(能)(从)(存)(量)(上)(下)(功)(夫)(,说)(白)(了)(就)(是)(抢)(用)(户)(。
2017年)(,我)(国)(网)(民)(空)(闲)(时)(间)(只)(有)(4个)(小)(时)(左)(右)(,这)(4个)(小)(时)(就)(成)(了)(互)(联)(网)(巨)(头)(抢)(夺)(的)(主)(战)(场)(。
怎)(么)(抢)(?跨)(界)(竞)(争)(。巨)(头)(们)(的)(app做)(的)(越)(来)(越)(相)(似)(,仿)(佛)(不)(做)(到)(集)(出)(行)(、外)(卖)(、金)(融)(、零)(售)(等)(于)(一)(身)(的)(功)(能)(会)(就)(不)(配)(成)(为)(巨)(头)(。
过)(去)(十)(年)(,以)(腾)(讯)(和)(阿)(里)(为)(代)(表)(的)(巨)(头)(公)(司)(将)(炒)(房)(团)(的)(精)(神)(发)(挥)(到)(了)(极)(致)(,招)(兵)(买)(马)(、大)(举)(收)(购)(,不)(放)(过)(能)(用)(钱)(搞)(定)(的)(每)(一)(条)(赛)(道)(、每)(一)(个)(风)(口)(。此)(外)(,互)(联)(网)(巨)(头)(们)(也)(迫)(不)(及)(待)(地)(拓)(展)(线)(下)(市)(场)(,包)(括)(新)(零)(售)(、共)(享)(经)(济)(、智)(慧)(城)(市)(等)(等)(,将)(持)(续)(向)(纵)(深)(化)(推)(进)(。
当)(然)(,即)(使)(是)(这)(样)(,互)(联)(网)(公)(司)(也)(很)(焦)(虑)(,都)(在)(寻)(求)(转)(型)(。
国)(庆)(节)(前)(一)(天)(,腾)(讯)(公)(布)(了)(新)(的)(组)(织)(架)(构)(调)(整)(。原)(有)(的)(7大)(事)(业)(群)(整)(合)(成)(为)(新)(的)(6大)(事)(业)(群)(。这)(是)(腾)(讯)(重)(大)(的)(战)(略)(变)(革)(和)(组)(织)(调)(整)(,马)(化)(腾)(称)(之)(为)(“迈)(向)(下)(一)(个)(20年)(的)(新)(起)(点)(。”
腾)(讯)(云)(与)(智)(慧)(产)(业)(事)(业)(群)((CSIG)的)(成)(立)(,表)(明)(它)(开)(始)(从)(一)(家)(ToC的)(消)(费)(互)(联)(网)(公)(司)(转)(向)(ToB的)(产)(业)(互)(联)(网)(公)(司)(。
阿)(里)(早)(就)(开)(始)(深)(耕)(云)(计)(算)(和)(大)(数)(据)(,阿)(里)(云)(只)(用)(了)(9年)(时)(间)(就)(成)(为)(仅)(次)(于)(亚)(马)(逊)(和)(微)(软)(的)(云)(服)(务)(供)(应)(商)(。就)(在)(过)(去)(两)(年)(间)(,阿)(里)(云)(估)(值)(一)(路)(飙)(升)(从)(最)(初)(的)(390亿)(美)(元)(升)(值)(至)(670亿)(美)(元)(。
为)(何)(今)(年)(不)(好)(过)(,还)(是)(与)(大)(环)(境)(有)(关)(
从)(2015年)(开)(始)(,三)(四)(线)(城)(市)(异)(军)(突)(起)(,消)(费)(下)(沉)(,互)(联)(网)(延)(续)(了)(往)(日)(的)(繁)(荣)(。
让)(人)(印)(象)(最)(深)(的)(就)(是)(快)(手)(、拼)(多)(多)(的)(崛)(起)(。拼)(多)(多)(用)(两)(年)(时)(间)(获)(得)(全)(年)(GMV超)(过)(1000亿)(的)(成)(绩)(,同)(样)(的)(数)(据)(淘)(宝)(用)(了)(5年)(,京)(东)(用)(了)(10年)(。
然)(而)(,人)(生)(总)(会)(起)(起)(伏)(伏)(,行)(业)(也)(会)(潮)(起)(潮)(落)(。缺)(钱)(,成)(了)(普)(遍)(现)(象)(。
在)(今)(年)(金)(融)(去)(杠)(杆)(的)(大)(环)(境)(下)(,互)(联)(网)(企)(业)(没)(了)(往)(日)(的)(投)(资)(人)(众)(星)(捧)(月)(的)(盛)(况)(。
于)(是)(我)(们)(看)(到)(2018年)(资)(本)(市)(场)(有)(一)(个)(“独)(特)(”的)(现)(象)(,数)(十)(家)(移)(动)(互)(联)(网)(和)(“独)(角)(兽)(”企)(业)(几)(乎)(同)(时)(开)(启)(了)(“竞)(相)(IPO”模)(式)(,其)(中)(就)(包)(括)(小)(米)(、美)(团)(这)(种)(“大)(型)(独)(角)(兽)(”企)(业)(,雷)(军)(更)(是)(为)(此)(打)(破)(了)(“五)(年)(不)(上)(市)(”的)(承)(诺)(。
过)(去)(一)(年)(,共)(有)(32家)(中)(国)(互)(联)(网)(公)(司)(境)(外)(上)(市)(,香)(港)(联)(交)(所)(有)(12家)(,纽)(交)(所)(11家)(,纳)(斯)(达)(克)(9家)(。32家)(公)(司)(上)(市)(的)(互)(联)(网)(公)(司)(中)(,视)(频)(4家)(,互)(联)(网)(金)(融)(8家)(,互)(联)(网)(+7家)(,互)(联)(网)(教)(育)(3家)(,总)(计)(占)(了)(65.6%。
屋)(漏)(偏)(遭)(连)(夜)(雨)(,无)(奈)(国)(际)(环)(境)(也)(不)(好)(,外)(国)(投)(资)(者)(腰)(包)(也)(紧)(张)(。
截)(至)(2018年)(9月)(30日)(,股)(价)(破)(发)(的)(公)(司)(24家)(,破)(发)(率)(75%,在)(港)(交)(所)(上)(市)(的)(12家)(公)(司)(目)(前)(股)(价)(全)(部)(低)(于)(发)(行)(价)(。
不)(仅)(是)(新)(上)(市)(的)(互)(联)(网)(公)(司)(,此)(前)(走)(牛)(的)(互)(联)(网)(巨)(头)(今)(年)(也)(纷)(纷)(遇)(“股)(劫)(”。阿)(里)(市)(值)(缩)(水)(10%、腾)(讯)(26%,而)(京)(东)(、网)(易)(、百)(度)(年)(内)(市)(值)(也)(分)(别)(缩)(水)(40%、35%、12%。
融)(资)(环)(境)(趋)(紧)(,争)(相)(扎)(堆)(上)(市)(还)(遭)(遇)(破)(发)(,互)(联)(网)(行)(业)(寒)(意)(料)(峭)(。唯)(一)(的)(办)(法)(就)(是)(一)(边)(节)(衣)(缩)(食)(,裁)(员)(收)(缩)(,一)(边)(谋)(求)(转)(型)(寻)(找)(新)(的)(突)(破)(口)(。
互)(联)(网)(行)(业)(的)(冬)(天)(怎)(么)(过)(?投)(奔)(巨)(头)(!
流)(量)(红)(利)(结)(束)(后)(,整)(个)(市)(场)(格)(局)(的)(变)(化)(会)(越)(来)(越)(小)(。
空)(调)(,冰)(箱)(,洗)(衣)(机)(等)(白)(电)(行)(业)(存)(量)(市)(场)(厮)(杀)(,我)(们)(已)(经)(见)(证)(过)(了)(,这)(就)(是)(一)(个)(“强)(者)(恒)(强)(、赢)(家)(通)(吃)(”的)(格)(局)(,新)(的)(公)(司)(机)(会)(很)(少)(。
互)(联)(网)(行)(业)(也)(一)(样)(,巨)(头)(们)(已)(经)(控)(制)(了)(我)(们)(的)(时)(间)(,马)(太)(效)(应)(愈)(加)(明)(显)(:尽)(管)(APP数)(量)(惊)(人)(,但)(总)(是)(离)(不)(开)(微)(信)(、淘)(宝)(、视)(频)(、新)(闻)(几)(个)(重)(要)(应)(用)(,而)(且)(依)(赖)(度)(、依)(存)(度)(越)(来)(越)(高)(。
这)(是)(普)(遍)(现)(象)(。
现)(在)(不)(仅)(是)(龙)(头)(互)(联)(网)(企)(业)(战)(略)(收)(缩)(,其)(他)(行)(业)(,例)(如)(房)(企)(、医)(药)(、消)(费)(、科)(技)(龙)(头)(大)(趋)(势)(都)(在)(战)(略)(收)(缩)(,收)(缩)(的)(同)(时)(还)(继)(续)(制)(造)(强)(者)(恒)(强)(的)(格)(局)(。
因)(此)(对)(于)(中)(小)(企)(业)(来)(说)(,最)(好)(的)(策)(略)(就)(是)(积)(极)(拥)(抱)(龙)(头)(。此)(前)(在)(创)(业)(者)(圈)(子)(里)(流)(传)(着)(这)(样)(一)(种)(说)(法)(:辛)(辛)(苦)(苦)(创)(业)(,公)(司)(做)(大)(了)(只)(能)(卖)(给)(BAT,创)(业)(还)(有)(什)(么)(意)(义)(?
现)(在)(来)(看)(,未)(来)(能)(卖)(给)(BAT的)(公)(司)(就)(算)(成)(功)(了)(,就)(像)(今)(年)(随)(着)(A股)(的)(不)(断)(下)(跌)(,很)(多)(上)(市)(公)(司)(都)(被)(国)(企)(收)(购)(,遭)(到)(了)(大)(家)(吐)(槽)(。殊)(不)(知)(,资)(质)(差)(的)(公)(司)(国)(企)(还)(不)(要)(,而)(卖)(身)(后)(的)(公)(司)(要)(钱)(有)(钱)(,要)(资)(源)(有)(资)(源)(,其)(实)(是)(很)(开)(心)(的)(。
目)(前)(情)(况)(对)(投)(资)(者)(的)(启)(发)(就)(是)(,投)(资)(龙)(头)(。
普)(通)(公)(司)(概)(念)(说)(的)(再)(好)(,情)(怀)(讲)(的)(再)(深)(,风)(险)(挨)(不)(过)(去)(,都)(没)(用)(。历)(史)(也)(证)(明)(,行)(业)(资)(源)(优)(势)(最)(终)(都)(会)(集)(中)(到)(几)(家)(公)(司)(手)(中)(,美)(国)(的)(科)(技)(股)(五)(大)(巨)(头)(,FANNG就)(是)(最)(好)(的)(例)(子)(。返)(回)(搜)(狐)(,查)(看)(更)(多)(
责)(任)(编)(辑)(:
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