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CEO","person-tim-cook","段永平评价库克，核心是理性、理解乔布斯追求、延续苹果文化，并把苹果从乔布斯时代带入更大规模的长期经营。",5230,{"title":771,"slug":772,"description":773,"category":676,"order":774,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"马云：段永平为什么一直认为他了不起","person-mayun","段永平对马云的评价长期很高：他看重马云兼具理想主义和现实主义，也欣赏其勇气和企业文化意识；但这不等于他对阿里没有保留。",5240,{"title":776,"slug":777,"description":778,"category":676,"order":779,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"丁磊：段永平为什么说他很有悟性","person-dinglei","段永平评价丁磊，核心是“很有悟性”、单纯、不算计人，而且在网易现金很多时没有犯大错。",5250,{"title":781,"slug":782,"description":783,"category":676,"order":784,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"马化腾：段永平为什么正面评价他","person-mahuateng","段永平对马化腾的评价简洁但重要：人不错、年轻，并且微信和微信支付的影响非常大且深远。",5260,{"title":786,"slug":787,"description":788,"category":676,"order":789,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"俞敏洪：段永平为什么说他是条汉子","person-yuminhong","段永平欣赏俞敏洪的韧性和面对问题的能力，甚至说他是“条汉子”；但也认为俞离顶级企业家还有距离，新东方生意模式不是自己特别喜欢的类型。",5270,{"title":791,"slug":792,"description":793,"category":676,"order":794,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"季克良：段永平为什么说他对茅台至关重要","person-jikeliang","段永平评价季克良，核心是质量文化和造钟人作用：季克良让茅台成为今天的茅台，功不可没。",5280,{"title":796,"slug":797,"description":798,"category":676,"order":799,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"黄仁勋：段永平为什么欣赏他","person-huangrenxun","段永平欣赏黄仁勋，重点在真诚、有能量、长期方向一致，以及带领英伟达形成强生态；但他仍然区分“欣赏人”和“看懂英伟达十年护城河”。",5290,{"title":801,"slug":802,"description":803,"category":676,"order":804,"type":805,"volume":9,"volumeOrder":9,"chapterOrder":9},"段永平高度评价过的公司","topic-highly-rated-companies","段永平高度评价公司时，核心标准不是名气，而是能否长期做对事情：好产品、好商业模式、好文化、好管理层和可理解的未来现金流。",5300,"topic",{"title":807,"slug":808,"description":809,"category":676,"order":810,"type":805,"volume":9,"volumeOrder":9,"chapterOrder":9},"段永平高度评价过的人","topic-highly-rated-people","段永平评价人，重点不是名气，而是这个人是否理性、真诚、关注本质、能长期做对事情，并能把个人能力沉淀为组织能力。",5310,{"title":812,"slug":813,"description":814,"category":676,"order":815,"type":805,"volume":9,"volumeOrder":9,"chapterOrder":9},"段永平正在重估的公司","topic-revaluated-companies","段永平的重估案例最值得看的是变化过程：他会承认看不懂，也会在新证据出现后调整判断，但始终保留能力圈和长期现金流边界。",5320,{"id":817,"title":601,"body":818,"category":427,"chapterOrder":62,"date":9,"description":603,"editor":1989,"extension":1990,"meta":1991,"navigation":1992,"order":604,"path":1993,"publishedAt":9,"seo":1994,"seoDescription":603,"seoTitle":1995,"slug":602,"source":9,"sourceAuthor":1495,"sourceDate":9,"sourceNote":1996,"sourceStatus":1997,"sourceUrl":9,"sources":1998,"stem":1999,"summary":603,"tags":2000,"type":435,"updatedAt":2003,"volume":564,"volumeOrder":36,"__hash__":2004,"_collection":2005},"dao\u002Fdao\u002Fqanda\u002Fwenda-company-alibaba-yahoo.md",{"type":819,"value":820,"toc":1980},"minimark",[821,826,830,841,844,853,865,878,881,884,887,890,895,898,905,908,911,919,926,934,937,942,945,950,953,958,961,967,970,973,976,987,995,998,1003,1006,1015,1018,1023,1026,1031,1038,1041,1046,1055,1060,1063,1068,1071,1079,1082,1087,1093,1098,1101,1106,1109,1118,1122,1125,1130,1133,1141,1144,1149,1152,1157,1160,1165,1168,1175,1178,1181,1186,1189,1192,1197,1200,1207,1212,1215,1220,1229,1232,1235,1238,1244,1247,1251,1263,1266,1269,1272,1275,1278,1281,1284,1291,1294,1297,1300,1312,1325,1330,1333,1340,1343,1350,1356,1362,1372,1378,1381,1384,1391,1397,1400,1410,1416,1419,1424,1427,1433,1442,1452,1455,1470,1473,1476,1480,1483,1488,1491,1501,1504,1511,1514,1517,1522,1525,1528,1531,1536,1539,1542,1547,1550,1555,1558,1563,1568,1571,1576,1579,1582,1587,1590,1595,1604,1615,1618,1621,1624,1628,1631,1636,1645,1648,1653,1656,1661,1664,1669,1672,1675,1680,1683,1688,1698,1706,1712,1721,1730,1741,1748,1754,1762,1770,1776,1785,1790,1797,1801,1808,1817,1826,1831,1845,1859,1862,1867,1870,1875,1878,1883,1886,1891,1894,1897,1900,1905,1913,1916,1924,1930,1935,1941,1944,1952,1961,1964,1969,1972,1975],[822,823,825],"h2",{"id":824},"第一节-买雅虎就是买阿里","第一节 买雅虎就是买阿里",[827,828,829],"p",{},"网友：雅虎有什么优势么？",[827,831,832,836,837,840],{},[833,834,835],"strong",{},"段永平："," 我想我从一开始就说得很清楚，我买雅虎是为了买淘宝和",[833,838,839],{},"阿里巴巴","集团。所以雅虎只要过得去就可以了。(2010-05-29)",[827,842,843],{},"我已经买了不少雅虎了，如果价位在这附近或更低，我应该还会再买些，就看其他资源调配的情况。我觉得雅虎便宜的理由非常简单。",[827,845,846,847,849,850,852],{},"1.现有资产情况(美元):现在雅虎的市值是215亿左右，现金45亿左右，雅虎日本和",[833,848,839],{},"香港上市公司属于雅虎的部分大概有100亿。所以按市值算，现在买雅虎实际上只要花70亿左右。这里的不确定因素是雅虎日本和",[833,851,839],{},"上市部分的市值是有可能变化的。",[827,854,855,856,860,861,864],{},"2.70亿市值(价格)的雅虎值(价值)多少钱？现在雅虎的盈利能力不强，但也有5-7亿\u002F年，",[857,858,88],"a",{"href":859},"\u002Fxianjinliu","还要多些。和",[833,862,863],{},"微软","的合作如果开始的话，还可以每年节省5-6亿\u002F年(10年以后不知道，但也不重要)，这样的话，雅虎一年的盈利应该在10亿以上。",[827,866,867,868,870,871,874,875,877],{},"这里的问题是，雅虎的盈利能力能持续吗？和",[833,869,863],{},"的合作会被批吗？我个人的观点是：现在的CEO在管理和战略上比以前强，而且没有包袱，容易",[857,872,18],{"href":873},"\u002Fpingchangxin","去做正确的事。处在一个上升的市场里，以雅虎现在的策略，我感觉他们的盈利能力没道理下降。至于和",[833,876,863],{},"的合作，我想不出任何欧美政府会反对的理由。",[827,879,880],{},"综上所述，以雅虎这个价(格)就不贵呀。我看美国很多机构投资者买雅虎的理由也差不多就上面这些。",[827,882,883],{},"对了，忘了说淘宝和支付宝。我说不清淘宝和支付宝值多少钱，但好像没那么重要，因为无论值多少都是白给的。不过也不是那么不重要，因为这是我买雅虎的最大理由。",[827,885,886],{},"我个人认为淘宝加支付宝可能值500亿。在未来5-10年里市场大概会反映出来的。呵呵，市场的反映永远都是不知道的，也许只要5-10天啊，如果他们明天上市的话。(2010-02-07)",[827,888,889],{},"网友：不过淘宝加支付宝的那个500亿是咋估计的呢？ebay也只卖300亿呢。",[827,891,892,894],{},[833,893,835],{}," 我这500亿完全没有科学依据，纯粹拍脑袋的。我只是觉得若干年后淘宝的盈利能力超过现在的ebay是非常有可能的。ebay早期是个非常不错的公司，但由于上市公司的压力，他们犯了一些很奇怪的错误，被amazon抢了不少生意。我对淘宝的担心主要是如果他们太强势的情况下会不会作恶的问题。现在淘宝的成长非常好，但对假冒伪劣产品的打击好像还不够认真。",[827,896,897],{},"虽然“国情”是个不错的借口，但如果找不到长期有效的办法去限制和杜绝的话，淘宝有可能会成为一个假冒伪劣产品的集散地，这对在淘宝上认真做生意的大多数商家来讲会有很大伤害，同时也会摧毁淘宝的reputation。不过，以我对马云的认识，我觉得他绝对不是个短视的人，一定会找到办法解决的（或许他们已经找到办法，现在正在实施中？）。",[827,899,900,901,904],{},"另外，我不认为淘宝会马上上市，因为我实在想不出有什么理由会让他们这么做。但如果现在他们上市的话，市场也许不会给到500亿这么多，如果让我猜的话，我会猜150亿以内。但如果淘宝的盈利模式清晰以后再上市的话，可能结果会完全不同。呵呵，太多如果了。",[833,902,903],{},"我猜若干年后阿里巴巴集团或腾讯会是中国最早到500亿，甚至1000亿美金市值的民营上市公司"," 。",[827,906,907],{},"（2010-02-09）",[827,909,910],{},"网友：我在一篇报道里看到您说觉得雅虎“怎么看都值30美元”，是您的原话吗？",[827,912,913,915,916,918],{},[833,914,835],{}," 是的。我毛估估地认为美国雅虎值15左右，其他投资价值也值15左右(包括雅虎日本和",[833,917,839],{},"集团雅虎所占部分)。(2010-03-01)",[827,920,921,922,925],{},"网友：您的意思是，即使没有阿里集团，现在买入雅虎也不算亏，这是",[857,923,101],{"href":924},"\u002Fanquanbianji","所在。",[827,927,928,930,931,933],{},[833,929,835],{}," 没有",[833,932,839],{},"集团的话，雅虎就不便宜了。(2010-03-03)",[827,935,936],{},"网友：YHOO最近一直涨，我之前买的不多，想等它再到15以下的时候补一点儿，最近越来越担心看不到这种机会了，总在犹豫要不要赶紧调集力量把坑占上。学长您认为20块钱的YHOO还算不算便宜货呢？",[827,938,939,941],{},[833,940,835],{}," 你这是想买涨啊。其实是不是便宜货应该是由每个人根据自己的机会成本来定。我个人觉得20块的yahoo也算过得去，但我未必会买了。当然手里如果确实还有多余钱，又没有更好的目标时，还是可以考虑的。我手里yahoo已经够多的了，但如果还有机会更便宜的话，我还会再来一些的。（2010-03-11）",[827,943,944],{},"网友：有条件可以控股雅虎。",[827,946,947,949],{},[833,948,835],{}," 呵呵，我有200亿美元我就把雅虎买下来。(2010-03-26)",[827,951,952],{},"网友：段总：请教下如何分析yahoo，看看它的业绩实在不怎么样，它所拥有的股权除了阿里巴巴以外还有哪些？能否计算出价值？怎么得到30多美金／股的结论？",[827,954,955,957],{},[833,956,835],{}," 大概说下：",[827,959,960],{},"每股（都是大概数，没细算过）：现金3，yahoo以外上市部分属于yahoo的部分（包括yahoo Japan约30%和阿里巴巴B2B香港上市部分约30%）4.6+2.1=6.7。",[827,962,963,964,966],{},"yahoo本身现在的",[857,965,88],{"href":859},"大概有每股1.4\u002F年，估计盈利大概在0.8左右，在Internet这样一个成长的市场里，yahoo的广告总量还是有很大可能成长的，所以我给这部分12倍的pe（这里给多少都可以，看每个人对他们业务的理解），这就是9.6。以上总和是3+6.7+9.6=19.3。",[827,968,969],{},"所以我认为yahoo现在的市场的fair price大概就在18-20块之间，所以我认为yahoo不贵。",[827,971,972],{},"另外，yahoo拥有40%阿里巴巴集团的股份（所有没上市部分，包括淘宝，支付宝还有他们的妈妈等），我也不知道那一块到底值多少钱，反正是送的。如果整个阿里巴巴没上市这块值到500亿的话，yahoo就一定在30块以上了。如果值200亿的话，yahoo大概值25-6块。",[827,974,975],{},"不管大家对淘宝的前景怎么看，我对美国大部分投资者的理解是他们根本还没开始看淘宝呢。也许这才是yahoo可以便宜的机会吧。等个几年之后，也许大家就慢慢注意到那一块了。（2010-04-03）",[827,977,978,979,982,983,986],{},"网友X：段总你好：请问——以上总和是3+6.7+9.6=19.3你这里算的现金3，是去掉",[857,980,64],{"href":981},"\u002Ffuzhai","后的",[857,984,79],{"href":985},"\u002Fjingxianjin","吗？谢谢！",[827,988,989,991,992,994],{},[833,990,835],{}," 我说现金一般就是指",[857,993,79],{"href":985},"，不然就不知道什么意思了。（2010-04-06）",[827,996,997],{},"网友：段总好像说过净资产是产生利润的条件之一，不必重复计算在公司价值之内，而雅虎又挺重视净资产的，我就是不明白什么时候要把净资产计算在价值内，什么时候不计算在价值内。",[827,999,1000,1002],{},[833,1001,835],{}," 呵呵，你提的问题是个非常好的问题。",[827,1004,1005],{},"我说的雅虎的这些资产的盈利(能力)并没有反映在报表里，所以要计算。",[827,1007,1008,1009,1011,1012,1014],{},"雅虎现在的盈利是没有包括雅虎日本、香港",[833,1010,839],{},"和",[833,1013,839],{},"集团现在的利润(和将来的成长)的。总而言之，尽量不要重复计算。(2010-05-11)",[827,1016,1017],{},"网友：跟风买YAHOO，把钱分成3份，每跌1块钱买1份。",[827,1019,1020,1022],{},[833,1021,835],{}," yahoo就是个例子，里面还有很多变数，自己好自为之。看了查理宝典之后，总觉得对我而言，yahoo并不是最理想的投资。（2010-05-16）",[827,1024,1025],{},"网友：请问“看了查理宝典之后，总觉得对我而言，yahoo并不是最理想的投资”这句话怎么理解？",[827,1027,1028,1030],{},[833,1029,835],{}," 呵呵，我也觉得这种产品市场的变化很多。买yahoo的假设前提是yahoo本身不能出太大的问题，比如不能亏钱（现在看起来一时半会好像确实不会，但10年以后就不知道了）。理想的目标是自己能觉得自己能清楚地看到10年或更长时间。对阿里巴巴，我觉得10年以上我不太担心，但yahoo本身却说不清，有一些问题。",[827,1032,1033,1034,1037],{},"呵呵，最理想的就是可以",[857,1035,120],{"href":1036},"\u002Fzhangqichiyou","，永远不想卖的股票（老巴讲的）。（2010-05-16）",[827,1039,1040],{},"网友S：段大哥，其实我现在心里最没底的地方在于虽然知道阿里巴巴集团很值钱，但是值钱到什么地步，没有数据可以估计。",[827,1042,1043,1045],{},[833,1044,835],{}," 用一用他们的产品，看一看他们的市场。（2010-07-25）",[827,1047,1048,1049,1011,1051,1054],{},"网友：前一阵那个",[833,1050,839],{},[833,1052,1053],{},"雅虎","股权纠纷您怎么看啊，遇到这种问题您希望怎么解决矛盾最好？",[827,1056,1057,1059],{},[833,1058,835],{}," 你问的是站在谁的角度？我的还是马云还是巴茨？再说有些矛盾是不需要解决的，一解决就错了，会产生更大的矛盾。（2010-10-08）",[827,1061,1062],{},"网友：我也想知道您站在投资者的角度怎么看这个事情？",[827,1064,1065,1067],{},[833,1066,835],{}," 呵呵，我觉得在拿了别人投资的钱以后再说不需要别人的钱总是不够厚道吧？（2010-10-08）",[827,1069,1070],{},"网友J：我想大道用非常便宜的价格买了个一般的公司——yhoo。不知这么想对不？",[827,1072,1073,1075,1076,1078],{},[833,1074,835],{}," 这个说法可以接受。从未来",[857,1077,88],{"href":859},"折现的角度看，这公司的未来有点不太靠谱，最值钱的未来都会被不懂事会卖掉，所以最后不会成为特别好的投资。（2012-02-08）",[827,1080,1081],{},"网友：段总美国雅虎业务还能维持多少年啊？",[827,1083,1084,1086],{},[833,1085,835],{}," 这个价钱下这个问题其实没那么重要。雅虎的生意应该还可以维持很多年，但很难有成长。（2012-02-25）",[827,1088,1089,1090,1092],{},"网友：",[833,1091,839],{},"最近一轮融资后，有传言将其估值定为430亿美元，几个月之后大摩又给阿里定了660亿到1280亿这么个伸缩性极大的估值，如果是你，你给阿里估值多少呢？",[827,1094,1095,1097],{},[833,1096,835],{}," 你看我几年前的说法，我认为阿里会是1000亿美元的公司，当然包括支付宝在内。觉得阿里是1000亿的理由是因为我认为阿里早晚能赚100亿或以上的。(2013-03-19)",[827,1099,1100],{},"网友：阿里应该值1000亿美元，淘宝一年就应该赚个上百亿人民币。",[827,1102,1103,1105],{},[833,1104,835],{}," 只赚100亿人民币是不可能值1000亿美元的。我的意思是阿里早晚一年能赚 100亿美元以上，这个数字可能在5年左右就能看到了。(2013-03-20)",[827,1107,1108],{},"网友：想起当初跟着学长为了阿里买雅虎股票的往事。",[827,1110,1111,1113,1114,1117],{},[833,1112,835],{}," 当时雅虎拿着40%的阿里，却只有100多亿美元市值，比白送还便宜，所以当时想的是，只要他们不瞎折腾就好，但他们就是瞎折腾了。这家南非公司倒是没听说有过折腾",[833,1115,1116],{},"腾讯","的事情。(2022-05-23)",[822,1119,1121],{"id":1120},"第二节-雅虎本身董事会ceo与文化","第二节 雅虎本身：董事会、CEO与文化",[827,1123,1124],{},"网友：今天在图书馆看了一本98年出的关于Carol Bartz的书，感觉她的思路很清晰，企业毕竟都是人做出来的，我觉得Esquire这篇文章里Carol举的苹果例子还挺好的，苹果前几年也是没啥创造力。",[827,1126,1127,1129],{},[833,1128,835],{}," Carol是我最后下决心买yahoo的原因之一，至少觉得她有机会不把yahoo继续往深渊里带。投资就是这样，很难找到一个完美的目标。（2010-05-05）",[827,1131,1132],{},"网友：雅虎中国的新闻做得真的不如新浪，也不知道马云到底能不能给整合出来，当年刚并购的时候可是雄心勃勃的，过了2-3年后他的言语中有后悔的意思，不过他好像不服气，因为他感觉自己做的企业还没失败过。",[827,1134,1135,1137,1138,1140],{},[833,1136,835],{}," 呵呵，不服气是因为年轻啊。我觉得这可能又是个投币器的故事。人要",[857,1139,18],{"href":873},"其实不容易。(2010-05-13)",[827,1142,1143],{},"网友：段先生看中是YAHOO手中阿里集团股权。YAHOO看起似乎基本上也出不了什么乱子。",[827,1145,1146,1148],{},[833,1147,835],{}," 是的。事实上，我觉得新的CEO还行，做的事情我比较认同，不然也不敢下手。（2010-06-20）",[827,1150,1151],{},"网友：段老师，能谈谈您对雅虎的现有企业文化的理解吗？",[827,1153,1154,1156],{},[833,1155,835],{}," 以前的yahoo的文化不太好，有点乱。现在在调整过程当中，至少开始聚焦了。总而言之，yahoo目前还没有很强大的好的文化，似乎以后也不容易有。（2010-06-20）",[827,1158,1159],{},"网友：怎么看出比较乱的？",[827,1161,1162,1164],{},[833,1163,835],{}," 观察所有的东西。(2010-06-21)",[827,1166,1167],{},"“雅虎高管：今年将有重大收购。”(新闻)",[827,1169,1170,1171,1174],{},"这个看着有点恐怖，不知道这个“重大”到底有多大。",[857,1172,135],{"href":1173},"\u002Fqiyewenhua","很弱，收购的结果很难太好，个人认为长期而言出问题的概率大。(2011-03-28)",[827,1176,1177],{},"“雅虎高管认为，未来几年显示广告营收增长率可达13%-16%。”(新闻)",[827,1179,1180],{},"看不懂，“未来几年”的成长率是怎么得出来的？而且还可以准确到13%-16%，真是神啊。自己做企业这么多年，从来就没有过“未来几年的营收成长率13%-16%”的感觉，所以觉得他们可能是在乱讲。(2011-05-27)",[827,1182,1183,1185],{},[833,1184,835],{}," 看来yhoo的董事会确实不太灵，不过短期可能对股票好，他们一定会想办法把yhoo的价值体现出来的，长期来讲，美国yhoo确实麻烦多多啊。（2011-09-07）",[827,1187,1188],{},"网友：今天早上又看到微博上说Carol Bartz（卡罗尔·巴茨）被炒鱿鱼了，巴茨被炒鱿鱼，一是觉得这种炒的方式感觉董事会做法十分欠妥，二是觉得雅虎临阵换帅也不是啥好事……YAHOO（雅虎）没有一个好董事会：太在乎短期的效益（投资回报率之类的）及其外在市场评价，也没有很好的文化。",[827,1190,1191],{},"估计无论以后找到什么样的新CEO，要在董事会和文化的双重制约下，理性的制订、实施战略抉择都将会变得比较困难。",[827,1193,1194,1196],{},[833,1195,835],{}," 这种做法大概是为了保密，当时大家没办法见面，这个办法是最快的。如果巴茨确实不是合适人选，什么时候换都是对的，而且应该是越早越好。不过，我觉得巴茨其实为yhoo做了不少工作，大战略也许是对的，只是工作方式有点老，似乎不太适合互联网行业。",[827,1198,1199],{},"网友：我是比较看好这次炒鱿鱼的，令人精神振奋，不破不立嘛，哈哈。我觉得的还是杨致远当CEO的比较好，谁最Care（在乎）公司，谁会最用心，杨致远肯定是最Care雅虎的人。雅虎中兴还有很大的机会的，至少在内容提供方面，雅虎是不二品牌。搜索也不是互联网的全部，搜来搜去，还不要到内容和服务上去吗？",[827,1201,1202,1203,1206],{},"希望雅虎出来个乔布斯，搞个AppStore（应用商店）之类的，就是把现有资源开放出来也了不得，有钱大家赚嘛。Google和苹果的强大就在于开放，人家想的是建",[857,1204,171],{"href":1205},"\u002Fshengtaixitong","，而不是想把利益都一家独吞……雅虎和微软都太封闭了现在，至少草根跟着他们是赚不了啥钱的。",[827,1208,1209,1211],{},[833,1210,835],{}," 杨致远是被证明不合适的了。（2011-09-08）",[827,1213,1214],{},"网友：你曾说过巴茨是你投雅虎的一个很重要的理由，现在她不在了是否意味着你也要重新考虑考虑是否撤了？",[827,1216,1217,1219],{},[833,1218,835],{}," 你大概没看前言后语吧？（2011-09-08）",[827,1221,1222,1224,1225,1228],{},[833,1223,835],{}," 韩非子曰「",[833,1226,1227],{},"宰相必起于州部，猛将必发于卒伍"," 」，雅虎这么老从外面找CEO的办法说明美国雅虎董事会确实很烂啊。今年好像是换CEO的念头哈，google换了、苹果换了、yhoo也换了。（2011-09-08）",[827,1230,1231],{},"“雅虎杨致远发备忘录，将在数月内确定战略选择…”(新闻)",[827,1233,1234],{},"从外面请顾问对自己公司做战略评估一定是件非常有趣的事情。很难理解当自己都不知道该用什么战略时别人可以帮得上忙，不管别人都是谁。旁观者清的情况下，旁观者或许可以指出错误，但要教会自己该干嘛，大概是不可能的事。还有就是，让问题自己找问题大概是不会找到问题的。",[827,1236,1237],{},"雅虎“不懂事会”搞来搞去的给雅虎的价值增加了很多不确定性，太高比例持有似乎也不太合适了，但如果有什么生机的话，也许股价会有一定升幅，但如果是卖亚洲资产带来的升幅实际上已经变得没意义了。",[827,1239,1240,1241,1243],{},"雅虎的风险在于董事会。由于没有好的强大的",[857,1242,135],{"href":1173},"，又失去了梦想，美国雅虎本身很难东山再起。不过雅虎自己的业务也不容易出现崩溃性下滑，加上其亚洲资产的价值，雅虎可能是个很好的卖coveredcall 的目标。只是买call 的人越来越少，钱都被我们这些卖call 的人拿走了，后面的premium越来越没有吸引力了。",[827,1245,1246],{},"(2012-02-03)",[822,1248,1250],{"id":1249},"第三节-阿里的使命愿景与企业文化","第三节 阿里的使命、愿景与企业文化",[827,1252,1253,1254,1256,1257,1259,1260,1262],{},"一般来讲，公司的",[857,1255,135],{"href":1173},"是由三个部分组成的：使命、愿景以及核心价值观。使命指的是企业存在的意义，愿景是企业内大家的共同远景。大家可以看看",[833,1258,839],{},"集团的",[857,1261,135],{"href":1173},"。",[827,1264,1265],{},"使命：让天下没有难做的生意",[827,1267,1268],{},"愿景：做一家经营102年的企业",[827,1270,1271],{},"成为世界最大的电子商务服务提供商",[827,1273,1274],{},"成为世界最优秀的雇主",[827,1276,1277],{},"价值观：客户第一、员工第二、股东第三",[827,1279,1280],{},"客户第一：关注客户的关注点，为客户提供建议和资讯，帮助客户成长团队合作：共享共担，以小我完成大我",[827,1282,1283],{},"拥抱变化：突破自我，迎接变化",[827,1285,1286,1287,1290],{},"诚信：诚实",[857,1288,217],{"href":1289},"\u002Fzhengzhi","，信守承诺",[827,1292,1293],{},"激情：永不言弃，乐观向上",[827,1295,1296],{},"敬业：以专业的态度和平常的心态做非凡的事情",[827,1298,1299],{},"我理解这里的102年是形象解释基业长青或百年老店的意思，是从每一天开始算，而不是从1999年开始算的102年，不然现在就只有91年了。",[827,1301,1302,1303,1305,1306,1308,1309,1311],{},"“平常的心态”大概就是我们常说的",[857,1304,18],{"href":873},"吧。这里的“诚信”指的就是integrity。",[833,1307,839],{},"的",[857,1310,135],{"href":1173},"是我在中国企业里迄今见到的写得最好的。",[827,1313,1314,1315,1317,1318,1321,1322,1324],{},"拥有这么好的",[857,1316,135],{"href":1173},"再加上已经找到的这么好的",[833,1319,1320],{},"生意模式","，",[833,1323,839],{},"想不成功都不容易啊。这也是我愿意买雅虎的最重要的原因！(2010-04-03)",[827,1326,1327,1329],{},[833,1328,835],{}," 这是我无意看到的一篇文章，看完后觉得有很多对马云的说法有点不大对，所以上来加点自己的理解。我其实并不觉得马云是十全十美的，人无完人嘛。我也不是说阿里集团就已经可以高枕无忧了。其实阿里才刚刚开始，其最后到底是个102年的老店或只是个像过去很多曾经风生水起一时然后消失的企业其实现在还无人能下结论。",[827,1331,1332],{},"但从下面明显带负面意向的文章里，我们做企业的人依然可以学到马云的很多东西，如果你能看懂的话。总而言之，可能正是马云对企业文化的理解和不懈地传播才有了今天的淘宝和整个阿里集团。",[827,1334,1335,1336,1339],{},"摘录：多位业内人士和阿里巴巴的内部员工说，马云其实是一个很敏感的人。一位曾经在早期采访过马云的记者如此转述马云自己的表述：“经常坐立不安；如果有人突然推门进来，会吓一跳。”一个是无安全感的马云（",[833,1337,1338],{},"点评：好的企业家一般都是居安思危的，也就是没有安全感的意思"," ），他首先把自己塑造成“出手无招”的风清扬，并把两万多人的公司变成一个奇特的武侠江湖。",[827,1341,1342],{},"他的阿里巴巴公司办公室，全是武侠小说里的武林圣地：“光明顶”、“达摩院”、“桃花岛”、“罗汉堂”、“聚贤庄”、“半山亭”、“侠客岛”等等，甚至洗手间叫“听雨轩”。他那叫做“光明顶”的会议室，挂着金庸书写的：“临渊羡鱼，不如退而结网”。淘宝社区叫淘江湖，负责论坛的也用掌门和帮派来定义，每个新进员工都要取一个“花名”。",[827,1344,1345,1346,1349],{},"（",[833,1347,1348],{},"点评：起花名这个办法是阿里传播企业文化中的一绝。我们老中见人都不习惯叫名字，一定要加个头衔，于是人与人之间就没法平等了。起个花名后的感觉马上会不同。"," ）",[827,1351,1352,1353,1349],{},"马云在公司治理上不仅求诸于武侠梦，更求诸于宏大的口号、舆论控制、思想洗礼、人治导向、“政治挂帅”的业务体系、战争式的话语体系和充满斗争思想战略路径。（",[833,1354,1355],{},"点评：其实这些都是阿里建立企业文化的一些有效技巧，不懂企业文化的人是看不懂的。",[827,1357,1358,1359,1349],{},"2009年，《马云管理日志》出版。该书中很多地方都或直接或间接地与mmm思想挂钩，如“延安整风”、“万里长征”、“打持久战”、“集中优势兵力”、“建立根据地”等等。（",[833,1360,1361],{},"点评：mmm是伟大的战略家，马云也确实是个极厉害的战略家。",[827,1363,1364,1365,1368,1369,1349],{},"马云说，通过运动，把跟我们没有共同价值观，没有共同使命感的人，统统开除出我们公司。（",[833,1366,1367],{},"点评：要想建立企业文化，不这样是不行的"," ）世界上鲜有一个公司有如此多的“文化”：阿里巴巴的“笑脸”文化，支付宝的“手印”文化，淘宝的“倒立”文化，雅虎中国的“光脚”文化。（",[833,1370,1371],{},"点评：世界上好公司本来就不多。",[827,1373,1374,1375,1349],{},"2万人还拥有一整套显性价值规则，即被马云冠以“六脉神剑”的“客户第一、拥抱变化、团队合作、激情、诚信、敬业”。（",[833,1376,1377],{},"点评：这是宣导企业核心价值观的最好办法。",[827,1379,1380],{},"2001年到2003年，在阿里巴巴最为艰难也最为关键的三年内，马云就曾以“整风运动”来统一价值观、统一理想。马云说：“通过运动，把跟我们没有共同价值观，没有共同使命感的人，统统开除出我们公司。”同时，他还以“抗日军政大学”来培训干部团队的管理能力，以“南泥湾开荒”培养销售人员面对客户应有的观念、方法和技巧。",[827,1382,1383],{},"一位阿里巴巴华南区的客户至今对其销售人员的素质感到不可思议。“他们有一套又一套训练有素的思想，我觉得完全不像是销售，倒像是公关。”这样的销售人员在阿里巴巴以万计数。事实上，如同从“员工第一”到“客户第一”，马云一直在价值观上不断进行修订。",[827,1385,1386,1387,1390],{},"“以前是九大价值观，后来又精简为六大价值观，这对于我这样的员工来说要求实在是太高了，我有时候觉得阿里巴巴两三万人就马云一个人在孤军奋战，因为卫哲都不符合要求啊。”阿里巴巴一位前员工K（",[833,1388,1389],{},"点评：知道K为什么是前员工了吧？"," ）说：“‘倒立’刚开始也就是大家娱乐娱乐，结果马云觉得那代表着一种思想的境界，于是当作‘政治任务’内部推行，还有倒立墙，每一个人都要学会。”马云描述“倒立”文化，“每个人都要学会倒立，因为当你倒立起来，血液涌进大脑，看世界的角度和平时完全不一样，想问题，也就能找到一个不可思议的角度。”",[827,1392,1393,1394,1349],{},"阿林说，他所在区域的销售部门“不止一次的发生过人员清洗，都是以各种价值观问题为理由。我相信，卫哲其实也是价值观的牺牲品之一。”（",[833,1395,1396],{},"点评：卫哲在价值观的建立上确实没过关嘛",[827,1398,1399],{},"春节期间，马云来到福建龙岩市上杭县，1929年12月召开“古田会议”的毛公山。那次会议的主要任务是克服红四军中出现的各种非无产阶级思想，加强党对军队的领导。两天的会议通过了由毛泽东主持起草的决议案，确立了“思想建党”、“政治建军”原则。马云通过媒体解释：“军事是业绩导向，业绩和政治思想是对立的，但是毛泽东把它们合起来。",[827,1401,1402,1403,1406,1407,1349],{},"这就是当年红军为什么能够成功的原因，它不是纯粹打仗的组织，而是一个完成政治任务的组织。”“业绩与价值观对立，这事儿不通。”马云说（",[833,1404,1405],{},"点评：很对"," ）。“但是，当年红军的价值观是革命事业的终极目标，马云的诚信难道就是阿里巴巴的终极目标吗？”前述离职员工K说。“如果是这样，为什么阿里需要上万的SALES（销售），每个人每天都要发疯的打几十上百个电话？”（",[833,1408,1409],{},"点评：这个K确实不明白啊",[827,1411,1412,1413,1349],{},"同样让人感到困惑的是，马云和卫哲相交多年，如果卫哲是个追求短期利润的人，以马云的聪明，他不可能在十年后才看清。（",[833,1414,1415],{},"点评：怎么把卫哲说得像个坏人？卫哲其实只是对价值观的理解没到骨子里，事到临头时不够敏感而已。",[827,1417,1418],{},"阿里巴巴的成长，就一直是在长尾理论基础上的“农村包围城市”的成长。在攻下中小企业之后，现在的马云正在剪下长尾，进城见贵客。虽然马云讲了很多次，很多人至今还是没搞清楚马云心中到底什么最重要。",[827,1420,1345,1421,1349],{},[833,1422,1423],{},"点评：马云其实讲得很清楚啊，不过股东第3的说法有时候让人不舒服，但我很同意客户第一的原则——其实就是消费者导向的意思，如果马云说过其他的顺序，那就说明他后来进步了。其实从不受股东短期利益驱动的影响的角度看，我也同意股东第3的说法。",[827,1425,1426],{},"2001年马云的经典语录是：“我认为，员工第一，客户第二。没有他们，就没有这个网站。”而现在，马云说，“十年以来，我们活下来的其中一个理由，就是我们坚持客户第一、员工第二、股东第三。”（2011-05-18）",[827,1428,1429,1430,1432],{},"网友：阿里新的",[857,1431,135],{"href":1173},"已经改成“我们不追求大，不追求强，我们追求成为一家活102年的好公司”。如大道所说，阿里已经不追求大了，但是也不追求强，感觉又变得有点问题。我觉得强还是应该追求的，强一般都是指的公司能力。",[827,1434,1435,1437,1438,1441],{},[833,1436,835],{}," 我觉得追求102年的意思就是要",[857,1439,23],{"href":1440},"\u002Fzuoduideshiqing","，就是凡是有违长远的事情都不做的意思。",[827,1443,1444,1445,1447,1448,1451],{},"强和大都是结果，如果有人能一直坚持",[857,1446,23],{"href":1440},"102年，你觉得他们会不强不大么？尤其是那些",[857,1449,70],{"href":1450},"\u002Fshangyemoshi","已经很好的公司，想不强不大恐怕都不太可能吧？(2020-09-02)",[827,1453,1454],{},"网友：据称阿里某高管在内部强调，如果只能听一个人的声音那就是用户的声音，将告别过去以GMV(商品交易总额)导向的发展模式转向为以消费者为中心。大道对此有何看法吗？“如果只能听一个人的声音那就是用户的声音”，其实如果还能听第二个人的声音，那也应该是消费者的声音，依此类推。",[827,1456,1457,1459,1460,1463,1464,1466,1467,1469],{},[833,1458,835],{}," “我们砸了自己的脚，我们过去忽视了",[857,1461,156],{"href":1462},"\u002Fyonghutiyan","，过去几年里，阿里落后了，淘天集团的问题在于忽视",[857,1465,156],{"href":1462},"，整个集团已经为此进行了重组……”(",[833,1468,839],{},"联合创始人蔡崇信专访)",[827,1471,1472],{},"也许“让天下没有难做的生意”要做一些调整了，因为这句话里面最终体现不出来用户？",[827,1474,1475],{},"从第一次看到这句就觉得不太合适，我很久以前应该在雪球也提过。",[822,1477,1479],{"id":1478},"第四节-马云其人","第四节 马云其人",[827,1481,1482],{},"网友：对不起段老师，只是实在看不惯马云上班的时候老拿着一根鞭子，和您的和蔼相亲大相径庭。",[827,1484,1485,1487],{},[833,1486,835],{}," 呵呵，说我和蔼可亲可能是来源于对我的误解吧？在原则问题上我也很严厉。我倒觉得马云比我要和蔼可亲些，他还挺能搞气氛的，我比不了。（2010-04-04）",[827,1489,1490],{},"网友：马云的特点就是擅长“忽悠”。",[827,1492,1493,1496,1497,1500],{},[833,1494,1495],{},"段永平","： ",[833,1498,1499],{},"马云其实不忽悠。忽悠指的是自己不相信的东西却想让别人相信","。马云其实是个很好的鼓动家，能用很形象的语言或比喻去表达自己真实想表达的事情。虽然不是每一个比喻都100%恰当，但到目前为止，我看到的大多数比喻都说得非常好，至少比我强啊。(2010-07-15)",[827,1502,1503],{},"网友：相对于马云来讲，段永平先生更值得大家去学习和效仿，或者说段先生更接近大众，更有地气。只要你坚持底线，坚定去每天进步一点点，大家都有希望成为下一个段先生。如果换一个环境换一个时间段先生我想还能成为段先生，但马云却不一定能成为再成为现在的马云（没有贬低的意思）。",[827,1505,1506,1507,1510],{},"国人更喜欢榜样，马云就是榜样，但实际上最好的榜样是优秀的品质，只要拥有诚实，善良，坚定，",[857,1508,197],{"href":1509},"\u002Fnaixin","，理智等很传统的东西，加上一点好的运气，每个人都能成就一个事业，包括我自己这十年天天无所事事，我认为我都过得还不错。",[827,1512,1513],{},"马云从小就立志成为榜样，现在已经是了，但如果能从更长的时间（比方说百年）来看，那么你会发现最大的榜样是按部就班慢慢来的人，实际上这样的人往往在当时还并不是榜样，段先生就是一个，其实段大哥在我人生中给我最大的启发就是做自己就好，其实这样做下去就会成为榜样，而榜样就应该是自己，是自己的品格，坚毅有耐心，诚实和善良。",[827,1515,1516],{},"几千年我们一直在寻找各种各样的榜样，结果是我们进入了一个又一个陷阱，没有榜样的世界才是最好的世界，我们的榜样是一切优秀的品质，我们的榜样是遵守自然的规律，但绝不应该是一个活生生的人。",[827,1518,1519,1521],{},[833,1520,835],{}," 马云是我最欣赏的企业家。或许是我自己觉得我们对企业文化的理解在很多地方高度相似吧，但他的实施和表达在很多方面确实要强很多。",[827,1523,1524],{},"我不知道“榜样”的定义是什么，好像心里也没有个榜样。学习某个人并不是想要成为某个人，因为谁也不可能成为某个别人。我觉得其实也没有谁比谁更值得学习的说法，因为每个人从别人那里学到的应该是能够提高自己的东西。",[827,1526,1527],{},"我其实也有一些比马云强的东西，比如乒乓球或高尔夫，呵呵。所谓学习并不是“去其糟粕取其精华”式的学习，那样的学法只能让自己在自己原来的圈子里打转转，因为人们往往不知道哪些东西是精华。",[827,1529,1530],{},"补充一点，如果让马云从头再来一次，他依然有很大的概率再成功，我也差不多。如果你能静下心来好好看看马云，你也许能学到很多东西的。（2011-10-01）",[827,1532,1533,1535],{},[833,1534,835],{}," 昨天也去听了。马云讲得非常好，而且是用英语，真是厉害！",[827,1537,1538],{},"自己骑自行车去的，半道居然没气了，差点没赶上。（2011-10-01）",[827,1540,1541],{},"网友：马云岂止是个理想主义者，简直是个梦想家。最不可思议的是他能把这变为现实，这就很厉害。属伟人级别，为啥有教师背景的都那么优秀。",[827,1543,1544,1546],{},[833,1545,835],{}," 单纯的理想主义者走不远，单纯的现实主义者做不大。马云两个都是。这和教师背景未必有关吧？（2011-10-02）",[827,1548,1549],{},"网友S：对马云陡升敬意。",[827,1551,1552,1554],{},[833,1553,835],{}," 在中国企业家里，马云是我最佩服的，不是之一。（2013-01-12）",[827,1556,1557],{},"网友K：能简单地说下是什么原因让您这么看重马云？",[827,1559,1560,1562],{},[833,1561,835],{}," 我不明白为什么人们不看重马云，不知道大家认真看了没有。（2013-01-13）",[827,1564,1565,1567],{},[833,1566,835],{}," 也许这个视频可以告诉大家为什么我喜欢马云。经常有人告诉我马云如何如何的。Frankly，我是见过世面的人，I'm not that stupid，OK？",[827,1569,1570],{},"网友K：知道段大哥看重马云，只是不知他有哪几条原因让段大哥在这么多成功的企业家中最佩服他。这也是没经营过企业的人很困惑的。真的想听大哥解释几句。因为我们买股票分析公司管理层常常出错。",[827,1572,1573,1575],{},[833,1574,835],{}," 我觉得马云对企业文化的理解和推行在国内是首屈一指的。（2013-01-15）",[827,1577,1578],{},"那个面对一堆偷井盖的大汉还敢大吼一声的马云，每当想起这个时刻，我心里总有一丝感动。(2018-09-20)",[827,1580,1581],{},"网友：愿你出走半生，归来仍是少年！马云教授没变过。我高中时候认识的那个马老师，现在变成香港大学和东京大学的教授了！",[827,1583,1584,1586],{},[833,1585,835],{}," 其实我们都是年轻人！能开大音量听着梦龙唱“I bet my life, I bet mylife, I bet my life on you”的人们都是年轻人！(2023-12-05)",[827,1588,1589],{},"网友：觉得马老师选的人有些利润导向，不太重视用户，比如张勇和当年的卫哲。",[827,1591,1592,1594],{},[833,1593,835],{}," 哪个公司都可能有不合适的人，淘汰需要时间和事件。(2023-12-10)",[827,1596,1597,1598,1600,1601,1262],{},"网友：感觉平常人很难保持",[857,1599,18],{"href":873},"与",[857,1602,222],{"href":1603},"\u002Flixing",[827,1605,1606,1608,1609,1611,1612,1614],{},[833,1607,835],{}," 所以马云说",[857,1610,18],{"href":873},"就是不",[857,1613,18],{"href":873},"哈。对谁都不是件容易的事。",[827,1616,1617],{},"我不是太了解电商(包括拼多多)，但我喜欢马云身上的很多东西。",[827,1619,1620],{},"过去我觉得马云很了不起，今天我依然这么觉得，和股价无关。我眼里的马云就是那个骑着自行车随时准备逃跑但依然壮着胆子对着那几个偷井盖的大汉大吼一句的汉子。",[827,1622,1623],{},"这里说的是情怀，不是投资，不是投身家的事情。有一首歌叫作IBetMy Life 一 on you!是梦龙乐队(Imagine Dragons)的歌。我喜欢这首歌，我听这首歌的时候经常会想到投资。这里的bet看起来像是赌，但其实不是的。",[822,1625,1627],{"id":1626},"第五节-假货卫哲事件与二选一","第五节 假货、卫哲事件与“二选一”",[827,1629,1630],{},"网友：段总如何看待：卫哲离职这件事情，以及马云的公开信？",[827,1632,1633,1635],{},[833,1634,1495],{}," ：做对的事情就是--当发现错了就尽快改，不管多大的代价都是最小的代价。没觉得马云这样做有什么不对。（2011-02-21）",[827,1637,1638,1639,1641,1642,1644],{},"他们出这个问题我也多少有点意外，看起来在上市公司的业绩压力下，要坚持",[857,1640,23],{"href":1440},"不容易。从卫哲以前说的一些话来看，犯这种错误恐怕也不是偶然。好在马云很明白大是大非的问题，不然将来会有大麻烦的。从这事也能看出来，",[857,1643,135],{"href":1173},"的建立不是一朝一夕之功哦。",[827,1646,1647],{},"网友H：据郭广昌说，马云早在2010年年中就给郭广昌说要在阿里巴巴消灭职业经理人，开始郭广昌还不太明白马云的本意，怎么要消灭职业经理人呢？后来理解职业经理人应该站在股东企业家的角度去实施管理。可见马云可能早有了炒掉卫哲的想法，只是由于这个事件而选择了这个时机而已。",[827,1649,1650,1652],{},[833,1651,835],{}," 我想他说的“职业经理人”大概就是比较短视的那种，短视的意思就是很在乎这个季度、下个季度的业绩，很在乎自己公司的市值是不是会到500亿或者1000亿的那种。（2011-02-26）",[827,1654,1655],{},"网友H：卫哲是马云一手找来聘用和扶植起来的总裁，说明马云是认可卫哲的，并合作了5年以上，相互应该是非常了解的，发生了问题，是否也可以采取改造而非消灭的方式呢？马云的做法似乎也给天下职业经理人一个过河拆桥，卸磨杀驴的感觉。",[827,1657,1658,1660],{},[833,1659,835],{}," 你的意思是让人搞垮阿里巴巴以后再处理会好些？那时候就不是卸磨杀驴了，可能是卸磨杀马。（2011-03-01）",[827,1662,1663],{},"网友G：段大哥，其实在中国目前的大环境下，卫先生做得已经非常棒了。让职业经理人每天做改善人才留存环境、帮企业完善制度、改进标准以及提高消费者体验度、给同事灌传企业文化等等这些工作，试想想哪个不是慢活、累活、得罪人的活，而且不能直接出成绩，真正是劳神、劳身、费时间。能做到“无他、无我”这样的东家已经是凤毛麟角了，何况是掌柜了。",[827,1665,1666,1668],{},[833,1667,835],{}," 我不能理解的是为什么这种欺骗可以在那里存在那么久，难道没有投诉？这种零容忍的行为居然被容忍了这么久你居然还觉得不错？那你还有没有原则了？（2011-03-01）",[827,1670,1671],{},"网友G：抱歉上个帖子我没有表达清楚，我是想说现在好多掌柜都是骗吃骗喝不做事，临走了嘴里还要嘟嘟囔囔讲东家的不是，可卫先生没有这样做。那个公开信里也讲了，他并没有参与其中，并且也处理过部分违规的商家及员工，估计是手段软了、不坚决。现在他背着一身骂名辞职谢罪，也没有埋怨东家，算是做得不错了！",[827,1673,1674],{},"要说责任，最大东家责任大了，第一时间知道公司有欺诈行为，就该严肃警告掌柜并让其迅速处理，一并给受损客户鞠躬致歉，还有合理赔偿。（丰田先生对着镜头也鞠躬了。）",[827,1676,1677,1679],{},[833,1678,835],{}," 你前面说的够清楚。看来你确实没原则，属于不太明白大是大非的那种。马云确实比你强多了。",[827,1681,1682],{},"网友G：段大哥批评我太给力了，我有点明白自己“糊涂”在哪里了，比如：某掌柜把四鹿牛奶从三亿做到三百亿，后来产品里有三聚氰胺把顾客给吃坏了，东家觉着不对，不用掌柜了。您说的大是大非就是三聚氰胺，与从三亿做到多少没关系。",[827,1684,1685,1687],{},[833,1686,835],{}," 哈，你明白了。（2011-03-02）",[827,1689,1690,1691,1694,1695,1697],{},"网友：有些事情是很难做到",[857,1692,12],{"href":1693},"\u002Fbenfen","。拿淘宝来说，卖假货是肯定违背原则的，但如果真的一刀切不让卖假货，那淘宝肯定会被其他类似的网站打倒。所以，",[833,1696,839],{},"的问题非常难处理。理想主义者是很难生存的。",[827,1699,1700,1702,1703,1705],{},[833,1701,835],{}," 不知道哪些事是容易做到",[857,1704,12],{"href":1693},"的。最后能生存下来并活得好的其实大多是偏理想主义的。理想主义并不是远离现实，知道如何生存也并不是没有原则。比如，如果哪个真有办法做到绝对没有假货且买卖双方都很方便的话，那这个网站肯定可以超过eBay了。简单但不容易！(2011-03-06)",[827,1707,1708,1709,1711],{},"网友：您说得对，没有哪些事是容易做到",[857,1710,12],{"href":1693},"的。",[827,1713,1714,1716,1717,1720],{},[833,1715,835],{}," 我其实还不是很确定淘宝让人卖假货是文化问题还是技术和决心的问题。这次1688的事出来后，基本可以看出来应该是技术和决心的问题。有了决心后，技术可能就是个时间的问题，但要",[857,1718,28],{"href":1719},"\u002Fbashiqingzuodui","往往是非常不容易的。但如果是文化问题的话，那可能在企业的生命周期内都没办法解决。(2011-03-08)",[827,1722,1723,1724,1726,1727,1729],{},"网友：“",[833,1725,839],{},"CEO卫哲引咎辞职”，这件事是否也说明马云要的优秀的",[857,1728,135],{"href":1173},"还没有构筑得很坚固？",[827,1731,1732,1734,1735,1737,1738,1740],{},[833,1733,835],{}," 在",[833,1736,839],{},"里，马云比其他人更有",[857,1739,18],{"href":873},"而已。(2011-03-26)",[827,1742,1743,1744,1747],{},"想象中，因为天猫是厂家的旗舰店，所以应该很难有假货吧？感觉电商",[857,1745,166],{"href":1746},"\u002Fpingtai","是无法完全靠自己的力量杜绝假货的，天猫似乎是个不错的办法。哎……因为自己不是消费者，要真的理解它们的生意不容易啊。",[827,1749,1750,1751,1753],{},"“",[833,1752,839],{},"‘二选一’事件。”(新闻)",[827,1755,1089,1756,1758,1759,1761],{},[833,1757,1116],{},"在微信限制抖音属于",[857,1760,135],{"href":1173},"有问题吗？和阿里的“二选一”区别在哪里呢？",[827,1763,1764,1766,1767,1769],{},[833,1765,835],{}," 阿里的文化里有“让天下没有难做的生意”，我觉得二选一违背了这条，现在改了就好，不然对",[857,1768,135],{"href":1173},"传承可能会有副作用。",[827,1771,1772,1773,1775],{},"很多人以为我说的是“二选一”，但我实际上说的是在“让天下没有难做的生意”的文化前提下的“二选一”，我觉得那是和",[857,1774,135],{"href":1173},"冲突的东西。别的企业“二选一”是垄断问题，是法律范围内的事情。我觉得阿里是这次罚款的最大赢家，他们终于又可以重新该干嘛干嘛了。(2021-04-12)",[827,1777,1778,1779,1781,1782,1784],{},"网友：你对阿里“不喜欢”的东西是什么？最早讨论雅虎持有的",[833,1780,839],{},"股份的时候，我记得您没有怎么谈到",[833,1783,839],{},"的“不喜欢的东西”。这是不是有个发现、放大、确认的过程？",[827,1786,1787,1789],{},[833,1788,835],{}," 我对阿里最不喜欢的就是“二选一”，因为那是违背“让天下没有难做的生意”的。“二选一”的宗旨是让阿里的天下没有难做的生意。不过，后来我发现这并不是马云主导的(虽然不是100%确定，但应该也是大概率的了)。雅虎年代，阿里如日中天，价值完全没体现在雅虎上。现在阿里受到各方面影响，价值很可能也被低估了一些。",[827,1791,1792,1793,1796],{},"作为一个做卖期权生意的保险公司，我还是要花点时间考虑一下有没有",[833,1794,1795],{},"苹果","以外的保险生意可以做的哈。",[822,1798,1800],{"id":1799},"第六节-淘宝电商竞争与卖出之后","第六节 淘宝、电商竞争与卖出之后",[827,1802,1089,1803,1308,1805,1807],{},[833,1804,839],{},[857,1806,70],{"href":1450},"非常简单，主要就是做网上商业中介，收取中介费。",[827,1809,1810,1812,1813,1816],{},[833,1811,835],{}," 是啊，就是一个现代掮客。其实",[833,1814,1815],{},"谷歌","、百度也差不多。它们都不做“产品”，但给人提供方便。(2010-06-09)",[827,1818,1819,1820,1822,1823,1825],{},"网友：虽然eBay自身增长乏力，被亚马逊赶超，但Paypal的发展势头依然很猛。您怎么看这个问题？我觉得对",[833,1821,839],{},"也是一样，支付宝的价值大于淘宝",[857,1824,166],{"href":1746},"的价值。",[827,1827,1828,1830],{},[833,1829,835],{}," 在国内淘宝约等于eBay+亚马逊。(2010-07-07)",[827,1832,1833,1834,1836,1837,1840,1841,1844],{},"网友：阿里最具前景的业务淘宝，其互联网",[833,1835,1320],{},"并不具有",[857,1838,74],{"href":1839},"\u002Fhuchenghe","。成功之道是解决了网络支付的信用，但是它没有很好地解决商品",[857,1842,212],{"href":1843},"\u002Fxinyu","和服务信誉。我每个月都会上淘宝买两三样东西，最近发生一些令人不愉快的事情，比如我通过旺旺和商家聊，最后决定不买时，对方会回复“滚”。这就是我对其远景的担忧。",[827,1846,1847,1849,1850,1852,1853,1855,1856,1858],{},[833,1848,835],{}," 它那个",[857,1851,74],{"href":1839},"很宽啊，不然你可以想象一下和它做同样的生意会是什么感觉就明白了。貌似你还需要进一步搞懂",[857,1854,74],{"href":1839},"的意思。哪里都有很烂的买家和卖家，你碰上一个也很正常，但这种不好的卖家未来是没法在淘宝混下去的，这也是淘宝的",[857,1857,74],{"href":1839},"的一部分。(2010-10-11)",[827,1860,1861],{},"网友：通过这次团购和B2C的寒冬，会加大电子商务的集中度，获益者就是淘宝系，日均3万到4万的交易额，或许用不到10年。",[827,1863,1864,1866],{},[833,1865,835],{}," 日均3万到4万的营业额？我说的可是一年3万亿到4万亿的营业额啊。(2011-10-03)",[827,1868,1869],{},"网友j：原本以为中国靠这种自杀的方法做生意的只有马云一人，没想到还有更狠的，从来没本事赚过什么钱！最蠢的是那些PE们。",[827,1871,1872,1874],{},[833,1873,835],{}," 马云的生意模式很好啊。(2011-12-28)",[827,1876,1877],{},"网友：淘宝的模式本质上无法把控品质和服务等，这是硬伤。从消费者层面，京东是胜出的。",[827,1879,1880,1882],{},[833,1881,835],{}," 如果两者规模相当的话，你可能会得到不同的结论。(2011-12-29)",[827,1884,1885],{},"网友：是不是投了拼多多的缘故？当年3Q大战，腾讯也是逼着大家二选一，后来你也投了腾讯。",[827,1887,1888,1890],{},[833,1889,835],{}," 不是！是因为失望。（2019-06-11）",[827,1892,1893],{},"网友：有一家消费零售领域和云计算绝对龙头公司（并且还持有绝对龙头的互联网金融科技公司30%股份），消费行业本身就是一个长期稳定增长的公司，几乎不会受什么XX战影响，经济再怎么不行，消费行业必须行。这家公司在消费零售领域未来五年能保持20%左右增长，云计算也处于快速增长阶段，未来肯定也肯定能盈利的。",[827,1895,1896],{},"但是，由于这家公司短期大力投入新零售、云计算、未来健康／快乐行业、创新等，导致短期利润率降低，结合子虚乌有的XX战担忧，华尔街短期用脚投票，股票大跌。拨云见雾，直面本质：公司虽然短期投入导致了利润率降低，但是，投入的一些优质业务未来还是会有很好的发展，能够慢慢释放利润（比如云计算、新零售等）。",[827,1898,1899],{},"目前，这家公司核心消费零售领域利润实际上已经达到200亿美金左右，只是被很多亏损的业务拉低了净利润。看得长远，方能不被短期小问题干扰，如果你往后看五六年，随着投入的一些业务慢慢成熟、释放利润，这家公司年利润大概率接近500亿美金，那时，你愿意给多少估值。目前这家公司估值4000亿美金，你觉得是一笔确定的投资吗？",[827,1901,1902,1904],{},[833,1903,835],{}," 我看企业一般先看企业文化和商业模式。当我看到“二选一”这种“让自己的天下没有难做的生意”的企业文化时，我决定卖出了自己的股票。（2019-06-11）",[827,1906,1907,1908,1308,1910,1912],{},"阿里已经掉到我上次买的价钱之下了，但我目前还没有加仓。最近忙着打球，没时间好好看。我觉得我对阿里",[857,1909,70],{"href":1450},[857,1911,74],{"href":1839},"还不是很有底，很难下重注。(2021-12-09)",[827,1914,1915],{},"网友：我的大件(除了手机和汽车)都是在天猫购买了。",[827,1917,1918,1920,1921,1923],{},[833,1919,835],{}," 在消费者容易鉴别真假的产品上，天猫没太大优势，比如手机。",[833,1922,1795],{},"就算在天猫开店也不会和别的地方有啥不同吧？差别大的是那些容易造假又难以马上鉴别的。(2021-12-28)",[827,1925,1926,1927,1929],{},"网友：您觉得阿里和京东谁的",[857,1928,70],{"href":1450},"好一些？",[827,1931,1932,1934],{},[833,1933,835],{}," 以前我觉得阿里好一些，现在觉得它们都不完美，但都还过得去。",[827,1936,1937,1938,1940],{},"仔细想来，非要比较的话，我还是觉得阿里好一点点。不过，我对两家公司的了解其实都不够，尤其是其他电商依然能够起来这点让我挺困惑的，似乎电商的",[857,1939,74],{"href":1839},"不是很宽的样子。我很难下大决心投大比重。阿里现在都跌破上市那天的价钱了。我还是看不太懂。(2022-03-09)",[827,1942,1943],{},"网友：身边用天猫的人确实越来越少，抖音电商和拼多多对阿里的冲击很严重。马云曾经说“拿着望远镜找不到对手”，说得太早了。",[827,1945,1946,1948,1949],{},[833,1947,835],{}," 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