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阿里150亿入股分众传媒是怎样一步棋?

Ali 15 billion investment focus media is how to move?

2018-07-23 09:55:00来源: 品途网

来源:阿尔法工场作者:羊羊007阿里(NYSE:BABA)150亿元重金战略投资分众传媒(SZ:002027)是最近资本市场的焦点事件。 作为分众的长期跟踪者,我来谈谈我的理解。 既是业务需要,也是关系使然 这笔交易,既是业务需要,也是关系使然。 分众一直是阿里的重要流量入口,而阿里也是分众的最重要客户。从股东关系看,复星(HK:00656)参与了分众的私有化,陪伴分众走了很长的路,而马云、郭广昌与江南春同属于浙商派系,有着千丝万缕的关系。 站在媒体的角度,分众以一个中立的立场,确实有可能接到最多客户的订单,但显然阿里已经渴望分众这个入口很久了,一直在等待时机。 分众虽然表面...

Source: alpha works the author: goat ali (NYSE: BABA) $007 to $15 billion on strategic investment focus media (SZ: 002027) is the most recent event in the capital markets. As a focus of long-term tracking, let me talk about my understanding. The special relationship, as well as business needs The deal, is not only the business needs, the special relationship. Focus has been the important traffic entrance ali, ali and is also the most important customer focus. From the relationship between shareholders, fosun (HK: 00656) participated in the focus of privatization, company focus walked a long way, and jack ma, Mr Guo and Mr. Jiang are of zheshang faction, strong relationships. Standing in the perspective of media focus in a neutral position, indeed most likely received customer orders, but apparently ali has been eager to focus this entrance for a long time, have been waiting for the opportunity. Although focus surface...