云半的个人主页 - 老虎社区

云半

互联网从业者；

IP属地：北京

62关注

3粉丝

1主题

0勋章

07-25

我开仓了500.0股$OSL集团(00863)$ ,来看看我最新分享的订单！@小虎看单

03-26

手机客户端升级后卡的要死，其他人有这个问题么

03-05

$美国短期国债ETF-iShares(SHV)$ 这个分红什么时候到账？

2024-12-30

这文章到底在说啥……

腾讯隐身，令人生畏

2024-11-20

$特斯拉(TSLA)$ 准备获利了结

2018-08-23

$英伟达(NVDA)$ 老虎平台费用这么高！！

2017-11-13

$京东(JD)$京东第三季度经调整后每ADS盈利23美分，预期10美分。京东预计全年营收+35％至+39％，预计第四季度营收为1070~1100亿元人民币。

2017-07-28

运气不错

$京东(JD)$ 本来已经不抱希望了，结果却活过来了，真够刺激的#每日一单#

去老虎APP查看更多动态

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,来看看我最新分享的订单！@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/460288657080448","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417612913684888,"gmtCreate":1742997358008,"gmtModify":1742997359667,"author":{"id":"3437772604110231","authorId":"3437772604110231","name":"云半","avatar":"https://static.tigerbbs.com/3d9c7bbbee375fd5dd6ed0e151bc8250","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3437772604110231","authorIdStr":"3437772604110231"},"themes":[],"htmlText":"手机客户端升级后卡的要死，其他人有这个问题么","listText":"手机客户端升级后卡的要死，其他人有这个问题么","text":"手机客户端升级后卡的要死，其他人有这个问题么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417612913684888","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410332865970656,"gmtCreate":1741188899737,"gmtModify":1741188901078,"author":{"id":"3437772604110231","authorId":"3437772604110231","name":"云半","avatar":"https://static.tigerbbs.com/3d9c7bbbee375fd5dd6ed0e151bc8250","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3437772604110231","authorIdStr":"3437772604110231"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SHV\">$美国短期国债ETF-iShares(SHV)$</a> 这个分红什么时候到账？","listText":"<a href=\"https://laohu8.com/S/SHV\">$美国短期国债ETF-iShares(SHV)$</a> 这个分红什么时候到账？","text":"$美国短期国债ETF-iShares(SHV)$ 这个分红什么时候到账？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410332865970656","isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386977512530408,"gmtCreate":1735521809022,"gmtModify":1735522959566,"author":{"id":"3437772604110231","authorId":"3437772604110231","name":"云半","avatar":"https://static.tigerbbs.com/3d9c7bbbee375fd5dd6ed0e151bc8250","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3437772604110231","authorIdStr":"3437772604110231"},"themes":[],"htmlText":"这文章到底在说啥……","listText":"这文章到底在说啥……","text":"这文章到底在说啥……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386977512530408","repostId":"2494785642","repostType":2,"repost":{"id":"2494785642","kind":"news","pubTimestamp":1735209665,"share":"https://www.laohu8.com/m/news/2494785642?lang=&edition=full","pubTime":"2024-12-26 18:41","market":"us","language":"zh","title":"腾讯隐身，令人生畏","url":"https://stock-news.laohu8.com/highlight/detail?id=2494785642","media":"蓝鲸财经","summary":"事实上，与其说腾讯隐身了，还不如说，腾讯业已开始将发展的重点从互联网时代的C端，转移到了后互联网时代的B端了。当这一迹象开始在腾讯身上越来越多地发生，腾讯需要做的，是找到与产业互联网时代相契合的打法。透过腾讯的隐身，我们并不仅仅只是应当看到腾讯一家公司整体战略的转变，而是应当看到整个互联网行业正在发生着的深刻而又彻底的变化。毫无夸张地说，隐身的腾讯，令人生畏。","content":"<html><body><blockquote>\n<p>文｜辉常观察</p>\n</blockquote>\n<p>用“转折点”来形容现在的互联网行业，或许是一点都不为过的。</p>\n<p>所谓的“转折点”的具体的体现就在于，以往经典意义上的互联网模式的失效，以及以反互联网模式为代表的新模式的崛起。</p>\n<p>即使如此，一众的互联网玩家们，依然还在将流量看成是终极追求，依然还在将平台看成是商业形态。</p>\n<p>然而，正是在这样一个情况下，我们却看到了<a href=\"https://laohu8.com/S/00700\">腾讯</a>的隐身。</p>\n<p>事实上，与其说腾讯隐身了，还不如说，腾讯业已开始将发展的重点从互联网时代的C端，转移到了后互联网时代的B端了。</p>\n<p>如果用腾讯汤道生的话讲，腾讯正在从消费互联网时代进入到产业互联网时代。</p>\n<p>当这一迹象开始在腾讯身上越来越多地发生，腾讯需要做的，是找到与产业互联网时代相契合的打法。</p>\n<p>透过腾讯的隐身，我们并不仅仅只是应当看到腾讯一家公司整体战略的转变，而是应当看到整个互联网行业正在发生着的深刻而又彻底的变化。</p>\n<p>毫无夸张地说，隐身的腾讯，令人生畏。</p>\n<p>一</p>\n<p>事实上，流量的见顶，经典互联网模式的逐渐失灵，正在开始越来越多地出现。</p>\n<p>对于腾讯来讲，仅仅只是延续以往的发展模式，要么会将自身的发展带入到死胡同里，要么会在原有的发展模式之下亦步亦趋，难有成就。</p>\n<p>与其这样，还不如借助自身在互联网时代的积累，去开辟一条全新的道路。</p>\n<p>正是在这样一个大背景下，我们看到了腾讯方面对于B端的持续加码和投入。</p>\n<p>借助AI的方式对于腾讯现有的产业链和业务版块进行重整，自然是不必说了。</p>\n<p>现在，我们看到腾讯越来越多的产品线开始出现AI的影子，我们看到腾讯越来越多的业务版块因为有了AI的加持而焕新。</p>\n<p>可以说，腾讯将大船的航向掉头的一个最为直接的体现，便是借助以AI为主导的新技术，对于腾讯自身发起一场深度而彻底的改变。</p>\n<p>用“刮骨疗毒”来形容现在的腾讯，或许是再合适不过了。</p>\n<p>除了不断地强化对于自身业务和产品的改造之外，腾讯同样在不断地强化自身与金融、教育、零售等诸多产业的深度融合。</p>\n<p>其中，腾讯与这些产业进行深度融合的一个最为直接的体现，便是对生长于这些产业的B端用户进行深度赋能和改造。</p>\n<p>综上，如果我们对于腾讯对于B端市场的投入进行总结和定义的话，一方面，对于自身进行深度的影响和改造，另外一方面，对于与自身相关的B端产业用户进行深度的影响和改造。</p>\n<p>无论是从自身着手，还是从外部的B端用户着手，有一点可以确认的是，腾讯不再关注纵向上的规模增长，而是开始关心纵向上的产业深度的增长。</p>\n<p>当腾讯开始挖深井的时候，它需要的不再是像以往那样冲到台前，而是开始更多地去关注内在，开始更多地思考自身从底部赋能产业的方式和方法。</p>\n<p>正是在这样一种情况下，我们才看到了腾讯的隐身。</p>\n<p>一边敢于对自己动刀，一边敢于对相关产业动刀，这样的腾讯，着实让人害怕。</p>\n<p>二</p>\n<p>如果说目标对象的转移让腾讯开始隐身的话，那么，商业模式的嬗变，则决定了腾讯不再需要像以往那样走到前台。</p>\n<p>回顾以往腾讯的商业模式，其实就是需要将尽可能多的流量吸引到自身的平台上，然后对这些流量进行转化来实现自身的商业价值。</p>\n<p>为了达到这一点，腾讯就需要不断地延伸自身的边界，就需要不断地做大自己的规模，就需要不断地丰富自己的产品线和业务模块。</p>\n<p>正是在这样一个大背景下，我们才看到了腾讯的规模一点一点地开始变大，腾讯从一个瘦小的企鹅，变成了一个笨重的大企鹅。</p>\n<p>当互联网的转折点来临，特别是当规模增长的天花板日益迫近，仅仅只是靠规模效益的商业模式开始受到越来越多的挑战。</p>\n<p>我们看到的，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>被资产化所拖累的想象，其实同样在腾讯的身上发生着。</p>\n<p>对于腾讯来讲，必然需要改变以规模效益为主导的商业模式，才能将自身的发展带入到一个全新阶段。</p>\n<p>正是在这样一个大背景下，我们才看到了腾讯的商业模式开始了一场深度嬗变。</p>\n<p>如果对这样一场嬗变进行总结和定义的话，不再追求规模的增长，而是开始以产业的改变来寻找新的增长点，无疑是再合适不过的了。</p>\n<p>以产业的改变来寻找新的增长，其实，就是腾讯的增长，不再是以腾讯的增长为主要体现的，而是以腾讯所赋能的产业的增长为主要体现的。</p>\n<p>在这个时候，腾讯不需要走在前台，而是更多地需要站在这些产业的身后，更多地需要对这些产业进行深度的赋能。</p>\n<p>当这些产业改变了，当这些产业的供给与用户的需求实现对接了，成交达成了，那么，腾讯同样可以通过上游的赋能和改造来分得一杯羹。</p>\n<p>换句话说，腾讯现在的商业模式，其实是数实融合的商业模式。</p>\n<p>在这样一种商业模式之下，腾讯不需要做大自身，而是需要建立与诸多行业和场景的连接。</p>\n<p>借助这一点，腾讯同样可以实现规模的增长，只不过是这样一种规模的增长，并不是以传统意义上的自我的规模的增长为体现的，而是以与之联系的产业的嬗变和增长为体现的。</p>\n<p>正是因为如此，我们才看到了腾讯的隐身。</p>\n<p>三</p>\n<p>除了腾讯的目标对象的转移、商业模式的跃迁导致了它的隐身之外，导致腾讯隐身的另外一个原因在于，腾讯的底层驱动技术的变革。</p>\n<p>如果我们对以往腾讯的底层驱动技术进行总结的话，互联网技术，无疑是再合适不过的了。</p>\n<p>当互联网技术是腾讯的底层驱动技术的时候，腾讯就需要不断地通过“互联网+”的方式来不断地将自身的触角深入到不同的场景，不同的业务，不同的产品当中。</p>\n<p>在这个过程当中，腾讯必然会走到前台，必然会不断地扩大自身的规模。</p>\n<p>当互联网技术开始蜕变，以大数据、云计算、区块链和AI为代表的新技术开始逐渐成熟和完善。</p>\n<p>在这样一种情况下，腾讯的底层驱动技术，同样开始从互联网技术，蜕变成为了这些新的技术。</p>\n<p>同互联网技术需要不断地“+”不同，以大数据、云计算、区块链和AI为代表的技术，更多地需要的是与产业的深度融合，让产业本身发生嬗变，才能发挥自身的效力。</p>\n<p>这个时候，腾讯不再需要像以往那样持续不断地用“互联网+”来扩大规模，而是需要不断地用大数据、云计算、区块链和AI技术来深入到产业的内部，对产业内部的元素、流程和环节进行改造，从而带来产业的升级，以此来达成供给侧的升级，最终满足消费者的需求。</p>\n<p>这时，腾讯是不需要走到前台的，而是需要深入到产业之中的，而是需要强化对产业的融合的。</p>\n<p>正是在这样一个大背景下，我们才看到了腾讯的隐身。</p>\n<p>当腾讯甘愿走到幕后，特别是当腾讯敢于当产业的“孺子牛”，这样的腾讯，其实是令人生畏的。</p>\n<p>结语</p>\n<p>毋庸置疑的是，现在的互联网行业，正在发生一次转折。</p>\n<p>正是在这样一个转折点上，我们看到的是，曾经真正意义上的头部——腾讯开始一点一点地隐身。</p>\n<p>说到底，腾讯目标对象的改变、商业模式的嬗变以及底层技术的跃迁，最终导致了这一点。</p>\n<p>由此来看，隐身的腾讯，远比走到台前的腾讯，更加令人生畏。</p>\n<p>它，预示着腾讯的嬗变正在发生，同样暗示着行业的风向，正悄然改变。</p>\n<p>腾讯尚且如此，更何况其他的玩家们呢？</p>\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯隐身，令人生畏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-26 18:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/247852><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜辉常观察\n\n用“转折点”来形容现在的互联网行业，或许是一点都不为过的。\n所谓的“转折点”的具体的体现就在于，以往经典意义上的互联网模式的失效，以及以反互联网模式为代表的新模式的崛起。\n即使如此，一众的互联网玩家们，依然还在将流量看成是终极追求，依然还在将平台看成是商业形态。\n然而，正是在这样一个情况下，我们却看到了腾讯的隐身。\n事实上，与其说腾讯隐身了，还不如说，腾讯业已开始将发展的重点从...</p>\n\n<a href=\"https://www.lanjinger.com/d/247852\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK1531":"手游股","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia 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SGD"},"source_url":"https://www.lanjinger.com/d/247852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494785642","content_text":"文｜辉常观察\n\n用“转折点”来形容现在的互联网行业，或许是一点都不为过的。\n所谓的“转折点”的具体的体现就在于，以往经典意义上的互联网模式的失效，以及以反互联网模式为代表的新模式的崛起。\n即使如此，一众的互联网玩家们，依然还在将流量看成是终极追求，依然还在将平台看成是商业形态。\n然而，正是在这样一个情况下，我们却看到了腾讯的隐身。\n事实上，与其说腾讯隐身了，还不如说，腾讯业已开始将发展的重点从互联网时代的C端，转移到了后互联网时代的B端了。\n如果用腾讯汤道生的话讲，腾讯正在从消费互联网时代进入到产业互联网时代。\n当这一迹象开始在腾讯身上越来越多地发生，腾讯需要做的，是找到与产业互联网时代相契合的打法。\n透过腾讯的隐身，我们并不仅仅只是应当看到腾讯一家公司整体战略的转变，而是应当看到整个互联网行业正在发生着的深刻而又彻底的变化。\n毫无夸张地说，隐身的腾讯，令人生畏。\n一\n事实上，流量的见顶，经典互联网模式的逐渐失灵，正在开始越来越多地出现。\n对于腾讯来讲，仅仅只是延续以往的发展模式，要么会将自身的发展带入到死胡同里，要么会在原有的发展模式之下亦步亦趋，难有成就。\n与其这样，还不如借助自身在互联网时代的积累，去开辟一条全新的道路。\n正是在这样一个大背景下，我们看到了腾讯方面对于B端的持续加码和投入。\n借助AI的方式对于腾讯现有的产业链和业务版块进行重整，自然是不必说了。\n现在，我们看到腾讯越来越多的产品线开始出现AI的影子，我们看到腾讯越来越多的业务版块因为有了AI的加持而焕新。\n可以说，腾讯将大船的航向掉头的一个最为直接的体现，便是借助以AI为主导的新技术，对于腾讯自身发起一场深度而彻底的改变。\n用“刮骨疗毒”来形容现在的腾讯，或许是再合适不过了。\n除了不断地强化对于自身业务和产品的改造之外，腾讯同样在不断地强化自身与金融、教育、零售等诸多产业的深度融合。\n其中，腾讯与这些产业进行深度融合的一个最为直接的体现，便是对生长于这些产业的B端用户进行深度赋能和改造。\n综上，如果我们对于腾讯对于B端市场的投入进行总结和定义的话，一方面，对于自身进行深度的影响和改造，另外一方面，对于与自身相关的B端产业用户进行深度的影响和改造。\n无论是从自身着手，还是从外部的B端用户着手，有一点可以确认的是，腾讯不再关注纵向上的规模增长，而是开始关心纵向上的产业深度的增长。\n当腾讯开始挖深井的时候，它需要的不再是像以往那样冲到台前，而是开始更多地去关注内在，开始更多地思考自身从底部赋能产业的方式和方法。\n正是在这样一种情况下，我们才看到了腾讯的隐身。\n一边敢于对自己动刀，一边敢于对相关产业动刀，这样的腾讯，着实让人害怕。\n二\n如果说目标对象的转移让腾讯开始隐身的话，那么，商业模式的嬗变，则决定了腾讯不再需要像以往那样走到前台。\n回顾以往腾讯的商业模式，其实就是需要将尽可能多的流量吸引到自身的平台上，然后对这些流量进行转化来实现自身的商业价值。\n为了达到这一点，腾讯就需要不断地延伸自身的边界，就需要不断地做大自己的规模，就需要不断地丰富自己的产品线和业务模块。\n正是在这样一个大背景下，我们才看到了腾讯的规模一点一点地开始变大，腾讯从一个瘦小的企鹅，变成了一个笨重的大企鹅。\n当互联网的转折点来临，特别是当规模增长的天花板日益迫近，仅仅只是靠规模效益的商业模式开始受到越来越多的挑战。\n我们看到的，阿里巴巴被资产化所拖累的想象，其实同样在腾讯的身上发生着。\n对于腾讯来讲，必然需要改变以规模效益为主导的商业模式，才能将自身的发展带入到一个全新阶段。\n正是在这样一个大背景下，我们才看到了腾讯的商业模式开始了一场深度嬗变。\n如果对这样一场嬗变进行总结和定义的话，不再追求规模的增长，而是开始以产业的改变来寻找新的增长点，无疑是再合适不过的了。\n以产业的改变来寻找新的增长，其实，就是腾讯的增长，不再是以腾讯的增长为主要体现的，而是以腾讯所赋能的产业的增长为主要体现的。\n在这个时候，腾讯不需要走在前台，而是更多地需要站在这些产业的身后，更多地需要对这些产业进行深度的赋能。\n当这些产业改变了，当这些产业的供给与用户的需求实现对接了，成交达成了，那么，腾讯同样可以通过上游的赋能和改造来分得一杯羹。\n换句话说，腾讯现在的商业模式，其实是数实融合的商业模式。\n在这样一种商业模式之下，腾讯不需要做大自身，而是需要建立与诸多行业和场景的连接。\n借助这一点，腾讯同样可以实现规模的增长，只不过是这样一种规模的增长，并不是以传统意义上的自我的规模的增长为体现的，而是以与之联系的产业的嬗变和增长为体现的。\n正是因为如此，我们才看到了腾讯的隐身。\n三\n除了腾讯的目标对象的转移、商业模式的跃迁导致了它的隐身之外，导致腾讯隐身的另外一个原因在于，腾讯的底层驱动技术的变革。\n如果我们对以往腾讯的底层驱动技术进行总结的话，互联网技术，无疑是再合适不过的了。\n当互联网技术是腾讯的底层驱动技术的时候，腾讯就需要不断地通过“互联网+”的方式来不断地将自身的触角深入到不同的场景，不同的业务，不同的产品当中。\n在这个过程当中，腾讯必然会走到前台，必然会不断地扩大自身的规模。\n当互联网技术开始蜕变，以大数据、云计算、区块链和AI为代表的新技术开始逐渐成熟和完善。\n在这样一种情况下，腾讯的底层驱动技术，同样开始从互联网技术，蜕变成为了这些新的技术。\n同互联网技术需要不断地“+”不同，以大数据、云计算、区块链和AI为代表的技术，更多地需要的是与产业的深度融合，让产业本身发生嬗变，才能发挥自身的效力。\n这个时候，腾讯不再需要像以往那样持续不断地用“互联网+”来扩大规模，而是需要不断地用大数据、云计算、区块链和AI技术来深入到产业的内部，对产业内部的元素、流程和环节进行改造，从而带来产业的升级，以此来达成供给侧的升级，最终满足消费者的需求。\n这时，腾讯是不需要走到前台的，而是需要深入到产业之中的，而是需要强化对产业的融合的。\n正是在这样一个大背景下，我们才看到了腾讯的隐身。\n当腾讯甘愿走到幕后，特别是当腾讯敢于当产业的“孺子牛”，这样的腾讯，其实是令人生畏的。\n结语\n毋庸置疑的是，现在的互联网行业，正在发生一次转折。\n正是在这样一个转折点上，我们看到的是，曾经真正意义上的头部——腾讯开始一点一点地隐身。\n说到底，腾讯目标对象的改变、商业模式的嬗变以及底层技术的跃迁，最终导致了这一点。\n由此来看，隐身的腾讯，远比走到台前的腾讯，更加令人生畏。\n它，预示着腾讯的嬗变正在发生，同样暗示着行业的风向，正悄然改变。\n腾讯尚且如此，更何况其他的玩家们呢？","news_type":1,"symbols_score_info":{"80700":0.6,"00700":1,"HTCD.SI":0.6,"TCEHY":1}},"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373038006345792,"gmtCreate":1732101559641,"gmtModify":1732108295914,"author":{"id":"3437772604110231","authorId":"3437772604110231","name":"云半","avatar":"https://static.tigerbbs.com/3d9c7bbbee375fd5dd6ed0e151bc8250","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3437772604110231","authorIdStr":"3437772604110231"},"themes":[],"htmlText":"<a 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18:41","market":"us","language":"zh","title":"腾讯隐身，令人生畏","url":"https://stock-news.laohu8.com/highlight/detail?id=2494785642","media":"蓝鲸财经","summary":"事实上，与其说腾讯隐身了，还不如说，腾讯业已开始将发展的重点从互联网时代的C端，转移到了后互联网时代的B端了。当这一迹象开始在腾讯身上越来越多地发生，腾讯需要做的，是找到与产业互联网时代相契合的打法。透过腾讯的隐身，我们并不仅仅只是应当看到腾讯一家公司整体战略的转变，而是应当看到整个互联网行业正在发生着的深刻而又彻底的变化。毫无夸张地说，隐身的腾讯，令人生畏。","content":"<html><body><blockquote>\n<p>文｜辉常观察</p>\n</blockquote>\n<p>用“转折点”来形容现在的互联网行业，或许是一点都不为过的。</p>\n<p>所谓的“转折点”的具体的体现就在于，以往经典意义上的互联网模式的失效，以及以反互联网模式为代表的新模式的崛起。</p>\n<p>即使如此，一众的互联网玩家们，依然还在将流量看成是终极追求，依然还在将平台看成是商业形态。</p>\n<p>然而，正是在这样一个情况下，我们却看到了<a href=\"https://laohu8.com/S/00700\">腾讯</a>的隐身。</p>\n<p>事实上，与其说腾讯隐身了，还不如说，腾讯业已开始将发展的重点从互联网时代的C端，转移到了后互联网时代的B端了。</p>\n<p>如果用腾讯汤道生的话讲，腾讯正在从消费互联网时代进入到产业互联网时代。</p>\n<p>当这一迹象开始在腾讯身上越来越多地发生，腾讯需要做的，是找到与产业互联网时代相契合的打法。</p>\n<p>透过腾讯的隐身，我们并不仅仅只是应当看到腾讯一家公司整体战略的转变，而是应当看到整个互联网行业正在发生着的深刻而又彻底的变化。</p>\n<p>毫无夸张地说，隐身的腾讯，令人生畏。</p>\n<p>一</p>\n<p>事实上，流量的见顶，经典互联网模式的逐渐失灵，正在开始越来越多地出现。</p>\n<p>对于腾讯来讲，仅仅只是延续以往的发展模式，要么会将自身的发展带入到死胡同里，要么会在原有的发展模式之下亦步亦趋，难有成就。</p>\n<p>与其这样，还不如借助自身在互联网时代的积累，去开辟一条全新的道路。</p>\n<p>正是在这样一个大背景下，我们看到了腾讯方面对于B端的持续加码和投入。</p>\n<p>借助AI的方式对于腾讯现有的产业链和业务版块进行重整，自然是不必说了。</p>\n<p>现在，我们看到腾讯越来越多的产品线开始出现AI的影子，我们看到腾讯越来越多的业务版块因为有了AI的加持而焕新。</p>\n<p>可以说，腾讯将大船的航向掉头的一个最为直接的体现，便是借助以AI为主导的新技术，对于腾讯自身发起一场深度而彻底的改变。</p>\n<p>用“刮骨疗毒”来形容现在的腾讯，或许是再合适不过了。</p>\n<p>除了不断地强化对于自身业务和产品的改造之外，腾讯同样在不断地强化自身与金融、教育、零售等诸多产业的深度融合。</p>\n<p>其中，腾讯与这些产业进行深度融合的一个最为直接的体现，便是对生长于这些产业的B端用户进行深度赋能和改造。</p>\n<p>综上，如果我们对于腾讯对于B端市场的投入进行总结和定义的话，一方面，对于自身进行深度的影响和改造，另外一方面，对于与自身相关的B端产业用户进行深度的影响和改造。</p>\n<p>无论是从自身着手，还是从外部的B端用户着手，有一点可以确认的是，腾讯不再关注纵向上的规模增长，而是开始关心纵向上的产业深度的增长。</p>\n<p>当腾讯开始挖深井的时候，它需要的不再是像以往那样冲到台前，而是开始更多地去关注内在，开始更多地思考自身从底部赋能产业的方式和方法。</p>\n<p>正是在这样一种情况下，我们才看到了腾讯的隐身。</p>\n<p>一边敢于对自己动刀，一边敢于对相关产业动刀，这样的腾讯，着实让人害怕。</p>\n<p>二</p>\n<p>如果说目标对象的转移让腾讯开始隐身的话，那么，商业模式的嬗变，则决定了腾讯不再需要像以往那样走到前台。</p>\n<p>回顾以往腾讯的商业模式，其实就是需要将尽可能多的流量吸引到自身的平台上，然后对这些流量进行转化来实现自身的商业价值。</p>\n<p>为了达到这一点，腾讯就需要不断地延伸自身的边界，就需要不断地做大自己的规模，就需要不断地丰富自己的产品线和业务模块。</p>\n<p>正是在这样一个大背景下，我们才看到了腾讯的规模一点一点地开始变大，腾讯从一个瘦小的企鹅，变成了一个笨重的大企鹅。</p>\n<p>当互联网的转折点来临，特别是当规模增长的天花板日益迫近，仅仅只是靠规模效益的商业模式开始受到越来越多的挑战。</p>\n<p>我们看到的，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>被资产化所拖累的想象，其实同样在腾讯的身上发生着。</p>\n<p>对于腾讯来讲，必然需要改变以规模效益为主导的商业模式，才能将自身的发展带入到一个全新阶段。</p>\n<p>正是在这样一个大背景下，我们才看到了腾讯的商业模式开始了一场深度嬗变。</p>\n<p>如果对这样一场嬗变进行总结和定义的话，不再追求规模的增长，而是开始以产业的改变来寻找新的增长点，无疑是再合适不过的了。</p>\n<p>以产业的改变来寻找新的增长，其实，就是腾讯的增长，不再是以腾讯的增长为主要体现的，而是以腾讯所赋能的产业的增长为主要体现的。</p>\n<p>在这个时候，腾讯不需要走在前台，而是更多地需要站在这些产业的身后，更多地需要对这些产业进行深度的赋能。</p>\n<p>当这些产业改变了，当这些产业的供给与用户的需求实现对接了，成交达成了，那么，腾讯同样可以通过上游的赋能和改造来分得一杯羹。</p>\n<p>换句话说，腾讯现在的商业模式，其实是数实融合的商业模式。</p>\n<p>在这样一种商业模式之下，腾讯不需要做大自身，而是需要建立与诸多行业和场景的连接。</p>\n<p>借助这一点，腾讯同样可以实现规模的增长，只不过是这样一种规模的增长，并不是以传统意义上的自我的规模的增长为体现的，而是以与之联系的产业的嬗变和增长为体现的。</p>\n<p>正是因为如此，我们才看到了腾讯的隐身。</p>\n<p>三</p>\n<p>除了腾讯的目标对象的转移、商业模式的跃迁导致了它的隐身之外，导致腾讯隐身的另外一个原因在于，腾讯的底层驱动技术的变革。</p>\n<p>如果我们对以往腾讯的底层驱动技术进行总结的话，互联网技术，无疑是再合适不过的了。</p>\n<p>当互联网技术是腾讯的底层驱动技术的时候，腾讯就需要不断地通过“互联网+”的方式来不断地将自身的触角深入到不同的场景，不同的业务，不同的产品当中。</p>\n<p>在这个过程当中，腾讯必然会走到前台，必然会不断地扩大自身的规模。</p>\n<p>当互联网技术开始蜕变，以大数据、云计算、区块链和AI为代表的新技术开始逐渐成熟和完善。</p>\n<p>在这样一种情况下，腾讯的底层驱动技术，同样开始从互联网技术，蜕变成为了这些新的技术。</p>\n<p>同互联网技术需要不断地“+”不同，以大数据、云计算、区块链和AI为代表的技术，更多地需要的是与产业的深度融合，让产业本身发生嬗变，才能发挥自身的效力。</p>\n<p>这个时候，腾讯不再需要像以往那样持续不断地用“互联网+”来扩大规模，而是需要不断地用大数据、云计算、区块链和AI技术来深入到产业的内部，对产业内部的元素、流程和环节进行改造，从而带来产业的升级，以此来达成供给侧的升级，最终满足消费者的需求。</p>\n<p>这时，腾讯是不需要走到前台的，而是需要深入到产业之中的，而是需要强化对产业的融合的。</p>\n<p>正是在这样一个大背景下，我们才看到了腾讯的隐身。</p>\n<p>当腾讯甘愿走到幕后，特别是当腾讯敢于当产业的“孺子牛”，这样的腾讯，其实是令人生畏的。</p>\n<p>结语</p>\n<p>毋庸置疑的是，现在的互联网行业，正在发生一次转折。</p>\n<p>正是在这样一个转折点上，我们看到的是，曾经真正意义上的头部——腾讯开始一点一点地隐身。</p>\n<p>说到底，腾讯目标对象的改变、商业模式的嬗变以及底层技术的跃迁，最终导致了这一点。</p>\n<p>由此来看，隐身的腾讯，远比走到台前的腾讯，更加令人生畏。</p>\n<p>它，预示着腾讯的嬗变正在发生，同样暗示着行业的风向，正悄然改变。</p>\n<p>腾讯尚且如此，更何况其他的玩家们呢？</p>\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯隐身，令人生畏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-26 18:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/247852><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜辉常观察\n\n用“转折点”来形容现在的互联网行业，或许是一点都不为过的。\n所谓的“转折点”的具体的体现就在于，以往经典意义上的互联网模式的失效，以及以反互联网模式为代表的新模式的崛起。\n即使如此，一众的互联网玩家们，依然还在将流量看成是终极追求，依然还在将平台看成是商业形态。\n然而，正是在这样一个情况下，我们却看到了腾讯的隐身。\n事实上，与其说腾讯隐身了，还不如说，腾讯业已开始将发展的重点从...</p>\n\n<a href=\"https://www.lanjinger.com/d/247852\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK1531":"手游股","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia 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SGD"},"source_url":"https://www.lanjinger.com/d/247852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494785642","content_text":"文｜辉常观察\n\n用“转折点”来形容现在的互联网行业，或许是一点都不为过的。\n所谓的“转折点”的具体的体现就在于，以往经典意义上的互联网模式的失效，以及以反互联网模式为代表的新模式的崛起。\n即使如此，一众的互联网玩家们，依然还在将流量看成是终极追求，依然还在将平台看成是商业形态。\n然而，正是在这样一个情况下，我们却看到了腾讯的隐身。\n事实上，与其说腾讯隐身了，还不如说，腾讯业已开始将发展的重点从互联网时代的C端，转移到了后互联网时代的B端了。\n如果用腾讯汤道生的话讲，腾讯正在从消费互联网时代进入到产业互联网时代。\n当这一迹象开始在腾讯身上越来越多地发生，腾讯需要做的，是找到与产业互联网时代相契合的打法。\n透过腾讯的隐身，我们并不仅仅只是应当看到腾讯一家公司整体战略的转变，而是应当看到整个互联网行业正在发生着的深刻而又彻底的变化。\n毫无夸张地说，隐身的腾讯，令人生畏。\n一\n事实上，流量的见顶，经典互联网模式的逐渐失灵，正在开始越来越多地出现。\n对于腾讯来讲，仅仅只是延续以往的发展模式，要么会将自身的发展带入到死胡同里，要么会在原有的发展模式之下亦步亦趋，难有成就。\n与其这样，还不如借助自身在互联网时代的积累，去开辟一条全新的道路。\n正是在这样一个大背景下，我们看到了腾讯方面对于B端的持续加码和投入。\n借助AI的方式对于腾讯现有的产业链和业务版块进行重整，自然是不必说了。\n现在，我们看到腾讯越来越多的产品线开始出现AI的影子，我们看到腾讯越来越多的业务版块因为有了AI的加持而焕新。\n可以说，腾讯将大船的航向掉头的一个最为直接的体现，便是借助以AI为主导的新技术，对于腾讯自身发起一场深度而彻底的改变。\n用“刮骨疗毒”来形容现在的腾讯，或许是再合适不过了。\n除了不断地强化对于自身业务和产品的改造之外，腾讯同样在不断地强化自身与金融、教育、零售等诸多产业的深度融合。\n其中，腾讯与这些产业进行深度融合的一个最为直接的体现，便是对生长于这些产业的B端用户进行深度赋能和改造。\n综上，如果我们对于腾讯对于B端市场的投入进行总结和定义的话，一方面，对于自身进行深度的影响和改造，另外一方面，对于与自身相关的B端产业用户进行深度的影响和改造。\n无论是从自身着手，还是从外部的B端用户着手，有一点可以确认的是，腾讯不再关注纵向上的规模增长，而是开始关心纵向上的产业深度的增长。\n当腾讯开始挖深井的时候，它需要的不再是像以往那样冲到台前，而是开始更多地去关注内在，开始更多地思考自身从底部赋能产业的方式和方法。\n正是在这样一种情况下，我们才看到了腾讯的隐身。\n一边敢于对自己动刀，一边敢于对相关产业动刀，这样的腾讯，着实让人害怕。\n二\n如果说目标对象的转移让腾讯开始隐身的话，那么，商业模式的嬗变，则决定了腾讯不再需要像以往那样走到前台。\n回顾以往腾讯的商业模式，其实就是需要将尽可能多的流量吸引到自身的平台上，然后对这些流量进行转化来实现自身的商业价值。\n为了达到这一点，腾讯就需要不断地延伸自身的边界，就需要不断地做大自己的规模，就需要不断地丰富自己的产品线和业务模块。\n正是在这样一个大背景下，我们才看到了腾讯的规模一点一点地开始变大，腾讯从一个瘦小的企鹅，变成了一个笨重的大企鹅。\n当互联网的转折点来临，特别是当规模增长的天花板日益迫近，仅仅只是靠规模效益的商业模式开始受到越来越多的挑战。\n我们看到的，阿里巴巴被资产化所拖累的想象，其实同样在腾讯的身上发生着。\n对于腾讯来讲，必然需要改变以规模效益为主导的商业模式，才能将自身的发展带入到一个全新阶段。\n正是在这样一个大背景下，我们才看到了腾讯的商业模式开始了一场深度嬗变。\n如果对这样一场嬗变进行总结和定义的话，不再追求规模的增长，而是开始以产业的改变来寻找新的增长点，无疑是再合适不过的了。\n以产业的改变来寻找新的增长，其实，就是腾讯的增长，不再是以腾讯的增长为主要体现的，而是以腾讯所赋能的产业的增长为主要体现的。\n在这个时候，腾讯不需要走在前台，而是更多地需要站在这些产业的身后，更多地需要对这些产业进行深度的赋能。\n当这些产业改变了，当这些产业的供给与用户的需求实现对接了，成交达成了，那么，腾讯同样可以通过上游的赋能和改造来分得一杯羹。\n换句话说，腾讯现在的商业模式，其实是数实融合的商业模式。\n在这样一种商业模式之下，腾讯不需要做大自身，而是需要建立与诸多行业和场景的连接。\n借助这一点，腾讯同样可以实现规模的增长，只不过是这样一种规模的增长，并不是以传统意义上的自我的规模的增长为体现的，而是以与之联系的产业的嬗变和增长为体现的。\n正是因为如此，我们才看到了腾讯的隐身。\n三\n除了腾讯的目标对象的转移、商业模式的跃迁导致了它的隐身之外，导致腾讯隐身的另外一个原因在于，腾讯的底层驱动技术的变革。\n如果我们对以往腾讯的底层驱动技术进行总结的话，互联网技术，无疑是再合适不过的了。\n当互联网技术是腾讯的底层驱动技术的时候，腾讯就需要不断地通过“互联网+”的方式来不断地将自身的触角深入到不同的场景，不同的业务，不同的产品当中。\n在这个过程当中，腾讯必然会走到前台，必然会不断地扩大自身的规模。\n当互联网技术开始蜕变，以大数据、云计算、区块链和AI为代表的新技术开始逐渐成熟和完善。\n在这样一种情况下，腾讯的底层驱动技术，同样开始从互联网技术，蜕变成为了这些新的技术。\n同互联网技术需要不断地“+”不同，以大数据、云计算、区块链和AI为代表的技术，更多地需要的是与产业的深度融合，让产业本身发生嬗变，才能发挥自身的效力。\n这个时候，腾讯不再需要像以往那样持续不断地用“互联网+”来扩大规模，而是需要不断地用大数据、云计算、区块链和AI技术来深入到产业的内部，对产业内部的元素、流程和环节进行改造，从而带来产业的升级，以此来达成供给侧的升级，最终满足消费者的需求。\n这时，腾讯是不需要走到前台的，而是需要深入到产业之中的，而是需要强化对产业的融合的。\n正是在这样一个大背景下，我们才看到了腾讯的隐身。\n当腾讯甘愿走到幕后，特别是当腾讯敢于当产业的“孺子牛”，这样的腾讯，其实是令人生畏的。\n结语\n毋庸置疑的是，现在的互联网行业，正在发生一次转折。\n正是在这样一个转折点上，我们看到的是，曾经真正意义上的头部——腾讯开始一点一点地隐身。\n说到底，腾讯目标对象的改变、商业模式的嬗变以及底层技术的跃迁，最终导致了这一点。\n由此来看，隐身的腾讯，远比走到台前的腾讯，更加令人生畏。\n它，预示着腾讯的嬗变正在发生，同样暗示着行业的风向，正悄然改变。\n腾讯尚且如此，更何况其他的玩家们呢？","news_type":1,"symbols_score_info":{"80700":0.6,"00700":1,"HTCD.SI":0.6,"TCEHY":1}},"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}