过去二十年,阿里的商业位置始终稳定:它距离交易最近,但距离用户最远。在PC互联网与移动互联网时代,平台分工逐渐清晰——内容平台掌握注意力,社交平台掌握关系链,信息流与搜索承担意图表达,而电商与本地生活平台完成最终交易。阿里长期处在链条末端:用户已经决定“买什么”“去哪里”,平台才开始工作。这一结构使阿里具备极强的履约与转化能力,却也意味着它对需求产生的过程几乎没有影响力。用户在抖音、小红书或微信...
Source Link过去二十年,阿里的商业位置始终稳定:它距离交易最近,但距离用户最远。在PC互联网与移动互联网时代,平台分工逐渐清晰——内容平台掌握注意力,社交平台掌握关系链,信息流与搜索承担意图表达,而电商与本地生活平台完成最终交易。阿里长期处在链条末端:用户已经决定“买什么”“去哪里”,平台才开始工作。这一结构使阿里具备极强的履约与转化能力,却也意味着它对需求产生的过程几乎没有影响力。用户在抖音、小红书或微信...
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