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DIVS

胜利是压倒性的投入

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- DIVSDIVS
  ·2022-04-21
  😀
  Alibaba Cloud changes leadership, vying for Huawei's territory.
  身处高位的阿里云如今又要处理哪些遗留问题？
  Alibaba Cloud changes leadership, vying for Huawei's territory.
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- DIVSDIVS
  ·2021-09-13
  ???
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- DIVSDIVS
  ·2021-09-10
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- DIVSDIVS
  ·2021-09-05
  ???
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- DIVSDIVS
  ·2021-09-04
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- DIVSDIVS
  ·2021-09-01
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- DIVSDIVS
  ·2021-08-22
  $Palantir Technologies Inc.(PLTR)$???
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- DIVSDIVS
  ·2021-08-19
  $Palantir Technologies Inc.(PLTR)$??
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- DIVSDIVS
  ·2021-08-19
  Nice finance result
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- DIVSDIVS
  ·2021-08-18
  ?????
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However, more than a decade after its establishment, Alibaba Cloud is no longer what it used to be: with revenue of over 60 billion yuan, it has become the number one cloud computing service company in the Asia-Pacific region and the third largest globally.</p><p>So, how did Alibaba Cloud get to where it is today? What legacy issues does Alibaba Cloud, now in a high position, need to address?</p><p><b>Psychology Doctor's Cloud Dream</b></p><p>Before Wang Jian joined Alibaba, Jack Ma had discussed Alibaba's future with Professor Zeng Ming, and then identified cloud computing and big data. But at that time, Amazon's AWS had only recently been established, and the concept did not yet exist in China.</p><p>At this time, Jack Ma met Wang Jian, vice president of Microsoft Research Asia, who was already paying attention to cloud computing and big data. He believes that at Alibaba's current rate of development, the expansion costs of IT hardware will inevitably drag Alibaba down.</p><p>At that time, the underlying architecture of the Internet consisted of IBM minicomputers, ORACLE data software, and EMC storage devices, which were expensive. So in September 2008, Wang Jian left Microsoft and joined Alibaba as chief architect, beginning his career at \"IOE\". In 2009, on the occasion of Alibaba's 10th anniversary, Alibaba Cloud Computing Co., Ltd. was established, with Wang Jian as president.</p><p>However, no one within Alibaba understands either this parachuted executive or the so-called cloud computing, especially since Wang Jian, who has a background in psychology, is now going to work in the cloud!</p><p>For a long time, Alibaba Cloud did not achieve much, ranking last in performance every year, and there were frequent internal rumors that the department was going to be dismantled. As for Wang Jian, everyone thought he was a \"liar\".</p><p>In 2010, a former subordinate who had left Microsoft Research to follow Wang Jian left the company. He told Wang Jian that doing cloud computing felt like collectively hugging a big tree. Everyone knew that everyone's hands would eventually join together, but no one knew when that moment would happen.</p><p>The darkest year was 2012, which was called the end of the world.</p><p>At the time, Alibaba Cloud wanted to enter the mobile operating system market, so it released Alibaba Cloud OS and quickly secured a partnership with Acer. However, Google subsequently forced them to choose between two options, and Acer abandoned Alibaba Cloud OS.</p><p>Another blow came from within. Initially, Alibaba Cloud could only rely on internal support, but because Alibaba Cloud was not mature in its early stages and had frequent bugs, internal parties were unwilling to use it. That year, Alibaba Finance and Taobao's Jushita project approached the person in charge and expressed their desire to reuse Taobao's technology system. In the end, they were forced to use Alibaba Cloud, almost under duress. During that year's Double Eleven shopping festival, Jushita, supported by Alibaba Cloud, completed the processing of 20% of all orders.</p><p>At the company's annual meeting in 2012, Wang Jian, a 50-year-old man, took the stage to give a speech, sobbing uncontrollably: \"I've been scolded more in the past two years than I've ever been scolded in my entire life.\" That year was the most frenzied time for Alibaba Cloud to be laid off, and many employees either left Alibaba or transferred to Alibaba's booming e-commerce business line.</p><p><img src=\"https://static.tigerbbs.com/d5581394be2cf4daeacbe0d1fcc4a071\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/>(Image source: Internet)</p><p>Later, Jack Ma said, \"I will invest 1 billion yuan in Alibaba Cloud every year for ten years. If it doesn't work out, then we'll talk about it.\"</p><p>2013 was an important year for Alibaba Cloud. That year, Alibaba Cloud completed the \"Flying 5K\" project and officially put it into operation. In the following year, Alibaba and Ant Financial completed the migration of all data. In 2014, Jack Ma began visiting leaders in various provinces to discuss cooperation with Alibaba Cloud. By mid-year, Alibaba Cloud had 1.4 million customers.</p><p>At this time, Masayoshi Son, president of SoftBank Group, Alibaba's largest shareholder, also cheered for Alibaba Cloud: \"The future of Alibaba Cloud is limitless; it is the future of the Internet.\"</p><p>At this point, Wang Jian, the \"big boy\" who was described by Jack Ma as having \"100 points in technical skills and 0 points in management,\" finally threw away the label of a liar.</p><p><b>Crisis during the harvest season</b></p><p>In the following years, Alibaba also made some technological innovations, such as using artificial intelligence to successfully predict the champion of \"I Am a Singer\" in 2016; The world's first fully immersed liquid-cooled server, \"Kirin,\" released in 2017, reduces the huge power consumption generated by air conditioning by immersing the server in liquid for cooling.</p><p>However, in general, Alibaba Cloud has now reached the stage of scenario application and needs to be monetized. Alibaba Cloud has gone from only serving small and medium-sized enterprises in the past to now being able to provide services for highly challenging scenarios such as 12306 and Double Eleven.</p><p>In 2015, Alibaba first disclosed its cloud computing revenue for that fiscal year: 1.3 billion yuan, accounting for 1.7% of total revenue. In fiscal year 2021, Alibaba Cloud's revenue reached 60.1 billion yuan, accounting for 8% of total revenue, making it Alibaba's largest revenue business outside of retail.</p><p>According to data from international research firm Gartner, in 2021, Alibaba Cloud ranked third in the global cloud computing IaaS market and first in the Asia-Pacific region, with a market share of 25%.</p><p><img src=\"https://static.tigerbbs.com/2fa12ccc90a55851e8b311cbfb00b8e6\" tg-width=\"550\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><p>Thanks to Alibaba's early investment in cloud computing, Alibaba Cloud has a first-mover advantage in cloud computing, which has been translated into revenue. However, in the past two years, it has been observed that Alibaba Cloud's first-mover advantage is gradually being eroded over time. This is mainly reflected in the following two data points:</p><p>First, the high growth rate of earlier years is no longer sustainable.</p><p>In the three fiscal years from 2019 to 2021, Alibaba Cloud's revenue steadily increased, but the growth rate declined significantly, to 84%, 62%, and 50% respectively. By the first three quarters of fiscal year 2022, it had dropped to 30%, 33%, and 20%, respectively. Following this trend, Alibaba Cloud's overall growth rate will fall below 30% for the entire fiscal year of 2022.</p><p>Second, Alibaba Cloud's market share is being slowly eroded.</p><p>Alibaba Cloud remains the number one company in China's cloud market share, but this number one position is shrinking. According to Canalys data, Alibaba Cloud's domestic cloud computing market share was 47% in Q1 2019, but dropped to 37% in Q4 2021.</p><p>Besides old rivals like Tencent Cloud, Huawei Cloud, and China Telecom Cloud, some previously non-existent competitors have also emerged, such as ByteDance. Last December, ByteDance launched Volcano Engine, officially competing with major companies in the cloud. Previously, ByteDance (overseas business) was a customer of Alibaba Cloud.</p><p>Another point worth noting is that although Alibaba Cloud is the largest cloud service provider in China, and its cloud business has gradually become the second largest source of revenue after Alibaba's core retail business in recent years, Alibaba Cloud only achieved profitability for the first time in Q3 of fiscal year 2021 (Q4 of calendar year 2020). In this respect, Alibaba Cloud is still a newborn.</p><p>We are currently in a stage of fierce competition in the cloud computing market. In order to survive in the market, cloud vendors will continue to lower prices for some time. If Alibaba Cloud pursues profitability, it may face the risk of losing more market share.</p><p><b>With the internet lying flat, is government affairs the next war in the cloud?</b></p><p>Growth is always the primary goal of business. Seeing the slowdown in the growth rate of its cloud business and the erosion of its market share in recent years, Alibaba is inevitably getting anxious.</p><p>In September 2020, Alibaba released the \"Cloud-DingTalk Integration\" strategy, which integrated DingTalk with Alibaba Cloud and resulted in a major personnel reshuffle at the top. The most direct benefit of this for Alibaba Cloud is that it expands its customer portal. Some analysts believe that it was through DingTalk that Alibaba Cloud achieved profitability for the first time in the fourth quarter of 2020, more than ten years after its establishment.</p><p>However, its own porridge will eventually run out, and Alibaba Cloud still needs to expand outwards to achieve sustainable growth.</p><p>Financial reports show that as of the end of last year, internet customers remained the main source of Alibaba Cloud's revenue, accounting for 48%. However, it is an undeniable fact that the growth of the Internet has reached a stage of \"lying flat\" in the past few years, and it is no longer realistic to expect to find new growth here. Alibaba Cloud, being deeply at the heart of the industry, naturally understands the reasons behind this.</p><p>In April 2021, Ren Geng, then Vice President of Alibaba Group and President of Alibaba Cloud China, made a major adjustment to Alibaba Cloud's organizational structure. In addition to the original digital government, finance, and new retail, 18 new industry departments were added, including media operators, power, internet, transportation, and automobiles, and a KPI of \"100 billion yuan in three years\" was proposed.</p><p>Unfortunately, this strategy, which aimed to seize market share in cloud computing through scattered attacks, did not work. Recently, media reports indicated that Ren Geng has left the company, while Cai Yinghua, former president of Huawei's EBG (Enterprise Business Group) China, has been parachuted into Alibaba Group as senior vice president and global sales president of Alibaba Cloud.</p><p>Huawei Cloud is a formidable competitor to Alibaba Cloud. Since its establishment in 2017, Huawei Cloud has grown at a rate of 67%, and its market share reached 18% in 2021, surpassing Tencent Cloud to become China's second \"cloud\".</p><p>As we all know, Huawei Cloud is best at government and enterprise customers. Cai Yinghua, who was recruited by Alibaba Cloud this time, was formerly the president of Huawei China's government and enterprise business and is very familiar with government and enterprise business, which will greatly benefit Huawei in expanding its government and enterprise customer base.</p><p>Furthermore, according to data from the China Business Industry Research Institute, government affairs is the largest cloud computing market in China after the Internet. Barring any unforeseen circumstances, government clients will be the area that Alibaba Cloud will focus its efforts on going forward.</p><p><img src=\"https://static.tigerbbs.com/f6b1929f107e4cbab0a9e705cf341651\" tg-width=\"516\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/>(Image source: China Business Industry Research Institute)</p><p>However, whether Alibaba Cloud can expand its government affairs business with Cai Yinghua's help remains to be seen.</p><p>Currently, the two largest domestic companies in the government service market are Huawei Cloud and China Telecom Cloud. According to IDC data, these two companies held market shares of 32.2% and 25.3% respectively in 2020. Aside from technical factors, the advantages of these two companies over Alibaba Cloud are that one is a domestic private enterprise and the other is a state-owned enterprise.</p><p>Security is the first consideration for government and enterprise customers, and Alibaba Cloud always makes some mistakes in handling security issues. The most typical example is last December, when an open-source component widely used worldwide was revealed to have the \"biggest vulnerability in computer history.\" Alibaba Cloud used this component, but Alibaba Cloud had already reported the problem to the component official team in November. Strangely, Alibaba Cloud, as a partner of the Ministry of Industry and Information Technology, did not report it to the telecommunications regulatory authorities, and was eventually punished and rectified.</p><p>Undeniably, Alibaba Cloud, as the first company in China to enter the cloud computing field, has made remarkable contributions to China's cloud computing field, thus becoming the number one cloud computing service company in China and the third largest globally.</p><p>However, with its initial revenue structure primarily based on the internet meeting the current peak of growth in the internet industry, Alibaba Cloud's growth has also fallen into difficulties in recent years. Finding new businesses has become an inevitable option, and the adjustment of its organizational structure is a manifestation of seeking new growth. However, just as Alibaba has shown problems in the government sector, Alibaba Cloud needs to adapt its methods to local conditions in order to find new growth in other industry sectors.</p><p></body></html></p>","source":"lsy1620367939676","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Cloud changes leadership, vying for Huawei's territory.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAlibaba Cloud changes leadership, vying for Huawei's territory.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">伯虎财经</strong><span class=\"h-time small\">2022-04-20 22:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>By Tang Bohu</p><p>When Alibaba Cloud was first established, when President Wang Jian was on a business trip for dinner, the waiters would always kindly change the \"Alibaba Cloud Computing Co., Ltd.\" on the invoice to \"Alibaba Cloud Computer Co., Ltd.\"</p><p>Even now, most people still subconsciously think of computers when they think of cloud computing. However, more than a decade after its establishment, Alibaba Cloud is no longer what it used to be: with revenue of over 60 billion yuan, it has become the number one cloud computing service company in the Asia-Pacific region and the third largest globally.</p><p>So, how did Alibaba Cloud get to where it is today? What legacy issues does Alibaba Cloud, now in a high position, need to address?</p><p><b>Psychology Doctor's Cloud Dream</b></p><p>Before Wang Jian joined Alibaba, Jack Ma had discussed Alibaba's future with Professor Zeng Ming, and then identified cloud computing and big data. But at that time, Amazon's AWS had only recently been established, and the concept did not yet exist in China.</p><p>At this time, Jack Ma met Wang Jian, vice president of Microsoft Research Asia, who was already paying attention to cloud computing and big data. He believes that at Alibaba's current rate of development, the expansion costs of IT hardware will inevitably drag Alibaba down.</p><p>At that time, the underlying architecture of the Internet consisted of IBM minicomputers, ORACLE data software, and EMC storage devices, which were expensive. So in September 2008, Wang Jian left Microsoft and joined Alibaba as chief architect, beginning his career at \"IOE\". In 2009, on the occasion of Alibaba's 10th anniversary, Alibaba Cloud Computing Co., Ltd. was established, with Wang Jian as president.</p><p>However, no one within Alibaba understands either this parachuted executive or the so-called cloud computing, especially since Wang Jian, who has a background in psychology, is now going to work in the cloud!</p><p>For a long time, Alibaba Cloud did not achieve much, ranking last in performance every year, and there were frequent internal rumors that the department was going to be dismantled. As for Wang Jian, everyone thought he was a \"liar\".</p><p>In 2010, a former subordinate who had left Microsoft Research to follow Wang Jian left the company. He told Wang Jian that doing cloud computing felt like collectively hugging a big tree. Everyone knew that everyone's hands would eventually join together, but no one knew when that moment would happen.</p><p>The darkest year was 2012, which was called the end of the world.</p><p>At the time, Alibaba Cloud wanted to enter the mobile operating system market, so it released Alibaba Cloud OS and quickly secured a partnership with Acer. However, Google subsequently forced them to choose between two options, and Acer abandoned Alibaba Cloud OS.</p><p>Another blow came from within. Initially, Alibaba Cloud could only rely on internal support, but because Alibaba Cloud was not mature in its early stages and had frequent bugs, internal parties were unwilling to use it. That year, Alibaba Finance and Taobao's Jushita project approached the person in charge and expressed their desire to reuse Taobao's technology system. In the end, they were forced to use Alibaba Cloud, almost under duress. During that year's Double Eleven shopping festival, Jushita, supported by Alibaba Cloud, completed the processing of 20% of all orders.</p><p>At the company's annual meeting in 2012, Wang Jian, a 50-year-old man, took the stage to give a speech, sobbing uncontrollably: \"I've been scolded more in the past two years than I've ever been scolded in my entire life.\" That year was the most frenzied time for Alibaba Cloud to be laid off, and many employees either left Alibaba or transferred to Alibaba's booming e-commerce business line.</p><p><img src=\"https://static.tigerbbs.com/d5581394be2cf4daeacbe0d1fcc4a071\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/>(Image source: Internet)</p><p>Later, Jack Ma said, \"I will invest 1 billion yuan in Alibaba Cloud every year for ten years. If it doesn't work out, then we'll talk about it.\"</p><p>2013 was an important year for Alibaba Cloud. That year, Alibaba Cloud completed the \"Flying 5K\" project and officially put it into operation. In the following year, Alibaba and Ant Financial completed the migration of all data. In 2014, Jack Ma began visiting leaders in various provinces to discuss cooperation with Alibaba Cloud. By mid-year, Alibaba Cloud had 1.4 million customers.</p><p>At this time, Masayoshi Son, president of SoftBank Group, Alibaba's largest shareholder, also cheered for Alibaba Cloud: \"The future of Alibaba Cloud is limitless; it is the future of the Internet.\"</p><p>At this point, Wang Jian, the \"big boy\" who was described by Jack Ma as having \"100 points in technical skills and 0 points in management,\" finally threw away the label of a liar.</p><p><b>Crisis during the harvest season</b></p><p>In the following years, Alibaba also made some technological innovations, such as using artificial intelligence to successfully predict the champion of \"I Am a Singer\" in 2016; The world's first fully immersed liquid-cooled server, \"Kirin,\" released in 2017, reduces the huge power consumption generated by air conditioning by immersing the server in liquid for cooling.</p><p>However, in general, Alibaba Cloud has now reached the stage of scenario application and needs to be monetized. Alibaba Cloud has gone from only serving small and medium-sized enterprises in the past to now being able to provide services for highly challenging scenarios such as 12306 and Double Eleven.</p><p>In 2015, Alibaba first disclosed its cloud computing revenue for that fiscal year: 1.3 billion yuan, accounting for 1.7% of total revenue. In fiscal year 2021, Alibaba Cloud's revenue reached 60.1 billion yuan, accounting for 8% of total revenue, making it Alibaba's largest revenue business outside of retail.</p><p>According to data from international research firm Gartner, in 2021, Alibaba Cloud ranked third in the global cloud computing IaaS market and first in the Asia-Pacific region, with a market share of 25%.</p><p><img src=\"https://static.tigerbbs.com/2fa12ccc90a55851e8b311cbfb00b8e6\" tg-width=\"550\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><p>Thanks to Alibaba's early investment in cloud computing, Alibaba Cloud has a first-mover advantage in cloud computing, which has been translated into revenue. However, in the past two years, it has been observed that Alibaba Cloud's first-mover advantage is gradually being eroded over time. This is mainly reflected in the following two data points:</p><p>First, the high growth rate of earlier years is no longer sustainable.</p><p>In the three fiscal years from 2019 to 2021, Alibaba Cloud's revenue steadily increased, but the growth rate declined significantly, to 84%, 62%, and 50% respectively. By the first three quarters of fiscal year 2022, it had dropped to 30%, 33%, and 20%, respectively. Following this trend, Alibaba Cloud's overall growth rate will fall below 30% for the entire fiscal year of 2022.</p><p>Second, Alibaba Cloud's market share is being slowly eroded.</p><p>Alibaba Cloud remains the number one company in China's cloud market share, but this number one position is shrinking. According to Canalys data, Alibaba Cloud's domestic cloud computing market share was 47% in Q1 2019, but dropped to 37% in Q4 2021.</p><p>Besides old rivals like Tencent Cloud, Huawei Cloud, and China Telecom Cloud, some previously non-existent competitors have also emerged, such as ByteDance. Last December, ByteDance launched Volcano Engine, officially competing with major companies in the cloud. Previously, ByteDance (overseas business) was a customer of Alibaba Cloud.</p><p>Another point worth noting is that although Alibaba Cloud is the largest cloud service provider in China, and its cloud business has gradually become the second largest source of revenue after Alibaba's core retail business in recent years, Alibaba Cloud only achieved profitability for the first time in Q3 of fiscal year 2021 (Q4 of calendar year 2020). In this respect, Alibaba Cloud is still a newborn.</p><p>We are currently in a stage of fierce competition in the cloud computing market. In order to survive in the market, cloud vendors will continue to lower prices for some time. If Alibaba Cloud pursues profitability, it may face the risk of losing more market share.</p><p><b>With the internet lying flat, is government affairs the next war in the cloud?</b></p><p>Growth is always the primary goal of business. Seeing the slowdown in the growth rate of its cloud business and the erosion of its market share in recent years, Alibaba is inevitably getting anxious.</p><p>In September 2020, Alibaba released the \"Cloud-DingTalk Integration\" strategy, which integrated DingTalk with Alibaba Cloud and resulted in a major personnel reshuffle at the top. The most direct benefit of this for Alibaba Cloud is that it expands its customer portal. Some analysts believe that it was through DingTalk that Alibaba Cloud achieved profitability for the first time in the fourth quarter of 2020, more than ten years after its establishment.</p><p>However, its own porridge will eventually run out, and Alibaba Cloud still needs to expand outwards to achieve sustainable growth.</p><p>Financial reports show that as of the end of last year, internet customers remained the main source of Alibaba Cloud's revenue, accounting for 48%. However, it is an undeniable fact that the growth of the Internet has reached a stage of \"lying flat\" in the past few years, and it is no longer realistic to expect to find new growth here. Alibaba Cloud, being deeply at the heart of the industry, naturally understands the reasons behind this.</p><p>In April 2021, Ren Geng, then Vice President of Alibaba Group and President of Alibaba Cloud China, made a major adjustment to Alibaba Cloud's organizational structure. In addition to the original digital government, finance, and new retail, 18 new industry departments were added, including media operators, power, internet, transportation, and automobiles, and a KPI of \"100 billion yuan in three years\" was proposed.</p><p>Unfortunately, this strategy, which aimed to seize market share in cloud computing through scattered attacks, did not work. Recently, media reports indicated that Ren Geng has left the company, while Cai Yinghua, former president of Huawei's EBG (Enterprise Business Group) China, has been parachuted into Alibaba Group as senior vice president and global sales president of Alibaba Cloud.</p><p>Huawei Cloud is a formidable competitor to Alibaba Cloud. Since its establishment in 2017, Huawei Cloud has grown at a rate of 67%, and its market share reached 18% in 2021, surpassing Tencent Cloud to become China's second \"cloud\".</p><p>As we all know, Huawei Cloud is best at government and enterprise customers. Cai Yinghua, who was recruited by Alibaba Cloud this time, was formerly the president of Huawei China's government and enterprise business and is very familiar with government and enterprise business, which will greatly benefit Huawei in expanding its government and enterprise customer base.</p><p>Furthermore, according to data from the China Business Industry Research Institute, government affairs is the largest cloud computing market in China after the Internet. Barring any unforeseen circumstances, government clients will be the area that Alibaba Cloud will focus its efforts on going forward.</p><p><img src=\"https://static.tigerbbs.com/f6b1929f107e4cbab0a9e705cf341651\" tg-width=\"516\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/>(Image source: China Business Industry Research Institute)</p><p>However, whether Alibaba Cloud can expand its government affairs business with Cai Yinghua's help remains to be seen.</p><p>Currently, the two largest domestic companies in the government service market are Huawei Cloud and China Telecom Cloud. According to IDC data, these two companies held market shares of 32.2% and 25.3% respectively in 2020. Aside from technical factors, the advantages of these two companies over Alibaba Cloud are that one is a domestic private enterprise and the other is a state-owned enterprise.</p><p>Security is the first consideration for government and enterprise customers, and Alibaba Cloud always makes some mistakes in handling security issues. The most typical example is last December, when an open-source component widely used worldwide was revealed to have the \"biggest vulnerability in computer history.\" Alibaba Cloud used this component, but Alibaba Cloud had already reported the problem to the component official team in November. Strangely, Alibaba Cloud, as a partner of the Ministry of Industry and Information Technology, did not report it to the telecommunications regulatory authorities, and was eventually punished and rectified.</p><p>Undeniably, Alibaba Cloud, as the first company in China to enter the cloud computing field, has made remarkable contributions to China's cloud computing field, thus becoming the number one cloud computing service company in China and the third largest globally.</p><p>However, with its initial revenue structure primarily based on the internet meeting the current peak of growth in the internet industry, Alibaba Cloud's growth has also fallen into difficulties in recent years. Finding new businesses has become an inevitable option, and the adjustment of its organizational structure is a manifestation of seeking new growth. However, just as Alibaba has shown problems in the government sector, Alibaba Cloud needs to adapt its methods to local conditions in order to find new growth in other industry sectors.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.sina.com.cn/tech/csj/2022-04-20/doc-imcwipii5477680.shtml\">伯虎财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d7a69d63029349376a5e313457dcb487","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-04-20/doc-imcwipii5477680.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187189984","content_text":"文/唐伯虎阿里云刚成立那会，总裁王坚出差吃饭，服务员总会好心的把发票上的“阿里云计算有限公司”改为“阿里云计算机有限公司”。即使现在，对于大多数人而言，说起云计算仍会下意识的联想起计算机。不过，在成立了十多年后，阿里云已经今非昔比：营收达到600多亿，成为亚太第一、全球第三的云计算服务公司。那么，阿里云是如何站到现在的位置？身处高位的阿里云如今又要处理哪些遗留问题？心理学博士的云端梦在王坚加入阿里前，马云曾与曾鸣教授讨论过阿里的未来，然后认定了云计算和大数据。但那时亚马逊的AWS成立不久，中国还没有这个概念。这时马云遇见了微软亚洲研究院副院长王坚，他那时已经关注到了云计算和大数据。他认为按照阿里这样的发展速度，IT硬件的扩容成本一定会拖垮阿里。那时，互联网的底层架构是 IBM 的小型机、ORACLE 的数据软件和 EMC 的存储设备，价格高昂。于是2008年9月，王坚从微软离职加入阿里成为首席架构师，开始去“IOE”。2009年，阿里巴巴成立十周年之际，阿里云计算有限公司成立，王坚任总裁。但阿里内部不管是对于这个空降的高管，还是对于所谓的云计算都甚为不解，尤其王坚还是心理学出身，现在却要搞云端！很长一段时间里，阿里云都没做出什么成果，每年业绩垫底，内部每每传出部门要拆掉的消息。对于王坚，大家则认为这是个“骗子”。2010年的时候，一个从微软研究院出来跟随王坚的老部下离职，他对王坚说，做云计算的感觉就像集体合抱一棵大树，谁都知道最终大家的手会连在一起，但谁也不知道那一刻会发生在何时。最阴暗的一年是那个被称作世界末日的2012。当时阿里云想进入手机操作系统，然后发布了阿里云OS，很快取得与宏碁的合作。不过随后就被谷歌强制二选一，阿里云OS遭宏碁放弃。另外一个打击来自内部。最初阿里云只能靠内部支持，但因为阿里云早期并不成熟，bug频出，内部也不愿意使用。那年，阿里金融和淘宝的聚石塔项目就找到负责人，表达了想用回淘宝的技术体系。最后几乎是在强迫之下，才迫使他们用阿里云。这年双十一上，阿里云支撑的聚石塔完成全部订单20%的处理。2012年的公司年会上，王坚，这个已经50岁的男人上台演讲，泣不成声：“这两年我挨的骂甚至比我一辈子挨的骂还多。”那年，正是阿里云被传裁撤最疯狂的时候，许多员工要么离开阿里，要么转岗到阿里正蒸蒸日上的电商业务线上去。（图源：网络）后来，马云发话了，“我每年给阿里云投 10 个亿，投个十年，做不出来再说。”2013年对于阿里云是一个重要的日子，这年阿里云完成了“飞天5K”项目并正式运营，此后一年多时间里，阿里巴巴、蚂蚁金服完成所有数据的迁移。2014年，马云开始到各个省去见领导，为阿里云谈合作，年中时候，阿里云有了140万的客户。此时，阿里最大的股东软银集团总裁孙正义也为阿里云摇旗呐喊：“阿里云的前途不可限量，它是互联网的未来”。至此，王坚，这个被马云评价为“技术100分，管理0分”的“大男孩”，终于扔掉了骗子的帽子。收获季节里的危机过后几年，阿里也有过一些技术的创新，比如2016年用人工智能，成功预测了“我是歌手”冠军；2017年发布的全球首台全浸没液冷服务器“麒麟”，通过把服务器浸放在液体里冷却，减少了以往用空调散热产生的巨大功耗。不过总的来说，此时的阿里云已经到了场景应用阶段，需要变现了。阿里云从过去只给一些中小企业服务，到此时已经可以为12306、双十一这样的极具挑战性的场景提供服务。2015年的时候，阿里首次公开云计算在该财年的收入：13亿，占了总收入的1.7%。2021财年，阿里云营收达到601亿，占了总营收的8%，已经成为阿里零售业务之外最大的收入业务。根据国际研究机构Gartner的数据，2021年，阿里云在全球云计算IaaS市场排名第三，在亚太地区排名第一，市场份额达到25%。得益于阿里在云计算上的提早布局，阿里云拥有在云计算的先发优势，并转变为营收。但近两年，可以看到的是，阿里云所具有的这种先发优势，随着时间推移，正被慢慢消释。这主要有以下两个数据表现：一，早些年的高增速增长态势已经不可持续。在2019到2021的三个财年里，阿里云的营收节节攀升，但增速却显著下滑，分别为84%、62%、50%。到2022财年的前三个季度已经降到了30%、33%、20%。按照这个趋势，2022整个财年，阿里云的总体增速会跌破30%。二，阿里云的市场份额正被慢慢蚕食。阿里云仍是国内“云”市场份额第一的企业，但是这个第一的份量正在缩减。据Canalys数据，2019年Q1阿里云国内云计算市场的份额是47%，但到了2021年Q4就降到了37%。这里面除了腾讯云、华为云、天翼云这些老对手，还在于冒出来了一些原本不存在的竞争对手，比如字节跳动。去年12月，字节跳动启动火山引擎，正式在云上与众大厂角逐。而此前，字节跳动（国外业务）还是阿里云的客户。还有一点值得关注的是，虽然阿里云是国内最大的“云”服务商，这几年云业务也逐渐成为仅次于阿里核心零售业务之外的第二大收入来源，但是阿里云在2021财年Q3（自然年2020年Q4）才首次实现盈利。从这方面来说，阿里云仍是一个刚刚下脚走路的小孩。现在，正是云计算市场竞争白热化的阶段，各云厂商为了争夺市场求生存，压低价格又会持续一段时间，阿里云如果追求盈利，可能会面对失去更多市场的风险。互联网躺平，政务是云端的下次战争？增长永远是商业的首要目标。眼看这几年云业务的增速下滑，市场份额被蚕食，阿里难免着急了。2020年9月，阿里发布“云钉一体”战略，钉钉与阿里云进行融合，高层进行了一次大的人员调整。这件事对于阿里云最直接的好处就是，拓展了客户的入口。有分析认为，正是通过钉钉，阿里云在成立十多年后，才在2020年第四季度首次实现盈利。但自家的粥总有吃完的一天，阿里云要实现持续的增长还是要向外拓展。财报显示，截至去年末，互联网客户依然是阿里云收入的主要来源，占比达到了48%。但一个不争的事实是，过去几年互联网的增长已经到了一个“躺平”的阶段，妄想在这里找到新增量已经不现实。阿里云深处行业中心，自然明白其中的道理。2021年4月，时任阿里巴巴集团副总裁、阿里云中国区总裁任庚对阿里云组织架构进行的一次大的调整，即在原有的数字政府、金融、新零售外，新增了传媒运营商、电力、互联网、交通、汽车等18个行业部门，并提出“三年1000亿元”的KPI。遗憾的是，这次意图通过散点打击抢占云计算市场份额的策略没有奏效。近日，媒体报道任庚离职，而华为前EBG（企业事业群）中国区总裁蔡英华空降阿里集团任资深副总裁、阿里云全球销售总裁。华为云是阿里云一个无法忽视的对手。自2017年成立以来，华为云以67%的增速增长，2021年的市场份额达到了18%，已经超过了腾讯云成为中国第二朵“云”。众所周知，华为云最擅长的就是政企客户，这次阿里云招来的蔡英华，曾任华为中国政企业务总裁，对政企业务十分熟悉，这对华为拓展政企客户大有裨益。此外，据中商产业研究院数据，政务是除互联网之外，中国云计算最大的市场。不出意外，接下来政务客户就是阿里云要重点发力的领域。（图源：中商产业研究院）不过阿里云有了蔡英华的助力能不能做大政务这块，还需要仔细考虑。现在在政务市场，国内做的最大的两家一个是华为云、一个是天翼云。据IDC数据，2020年这两家的市场份额分别是32.2%、25.3%。除开技术因素不谈，这两家相比阿里云的优势是，一家是国内私营企业，一家是国企。安全是政企客户首先要考虑的，况且阿里云在安全问题的处理上总会出一些岔子。最典型的就是去年12月，被全球广泛使用的一个开源组件被爆可能出现了“计算机历史上最大的漏洞”，阿里云用了这个组件，但阿里云早在11月就向组件官方上报了问题，奇怪的是，阿里云作为工信部合作单位，并没有向电信主管部门上报，最后被处罚、整改。无可否认，阿里云作为国内第一家进入云计算的企业，在中国云计算领域做出了不俗的贡献，从而成为国内第一、全球第三的云计算服务公司。但在前期以互联网为主的收入构成遇见当下互联网行业增长见顶的情况下，这几年阿里云的增长也陷入困境，寻找新业务成为必选项，组织架构的调整就是寻求新增长的表现。但正如阿里在政务板块表现出来的问题一样，阿里云要在其它行业板块寻找新增量，还需要因地制宜的在方法上进行改变。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888537956,"gmtCreate":1631506243075,"gmtModify":1676530560658,"author":{"id":"3569040619026284","authorId":"3569040619026284","name":"DIVS","avatar":"https://community-static.tradeup.com/news/97873f2b8f142f12b183df4afefd2532","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569040619026284","idStr":"3569040619026284"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/4f0849baef0a977bdddc429efc032608","width":"1125","height":"2645"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888537956","isVote":1,"tweetType":1,"viewCount":3340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883774213,"gmtCreate":1631278267832,"gmtModify":1676530516813,"author":{"id":"3569040619026284","authorId":"3569040619026284","name":"DIVS","avatar":"https://community-static.tradeup.com/news/97873f2b8f142f12b183df4afefd2532","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569040619026284","idStr":"3569040619026284"},"themes":[],"title":"","htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerbbs.com/b8fe3ae7dae9bd90c63b9d4274fdf905","width":"1125","height":"2727"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883774213","isVote":1,"tweetType":1,"viewCount":3573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814409710,"gmtCreate":1630853601030,"gmtModify":1676530406331,"author":{"id":"3569040619026284","authorId":"3569040619026284","name":"DIVS","avatar":"https://community-static.tradeup.com/news/97873f2b8f142f12b183df4afefd2532","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569040619026284","idStr":"3569040619026284"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/e56cfeaf63f1e30d4c5529fe6b8ee289","width":"1125","height":"3273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814409710","isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"co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