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标 题: 哥做个好事，科普一下马云为什么能成功

发信人: nickmit (上海老姜), 信区: Military
标  题: 哥做个好事，科普一下马云为什么能成功
发信站: BBS 未名空间站 (Sat Sep 20 17:36:42 2014, 美东)

版上一堆人佩服马云，另一堆人不佩服。其实佩服不佩服无所谓，首先要弄清为啥他会
成功，不然自我膨胀最后一败涂地。

马云的起家，首先是用免费打败易趣。免费没问题，大家都喜欢，关键怎么赚钱。这个
阶段，说实话他自己也没整明白，无非就是靠商家广告。

运气好了挡不住，国内的互联网建设蓬勃发展，物流行业也是欣欣向荣，这两点都促进
了电商的发展。好事他妈还生了个双胞胎，支付宝这种俨然就是一个小银行的东西，共
匪居然还不剿灭，于是马云开始印堂飘红了。低价竞争、对规则的模糊利用，可以说马
云是深度了解国情，也是他成功的最重要因素。

与其说马云走对了方向，不如说撞了大运。谁也没想到房地产会炒这么高（废话，知道
能炒这么高，早不做什么淘宝了，大家都去买房子了）。房地产的兴盛，直接导致制造
业产能过剩的同时，营销成本急剧增加，一个地段稍微好点的门店动则几万的房租，一
般小厂小业主是无法承受的，更何况他们的利润本来就极低。网店还有一个极大的好处
，可以逃税，这点也是至关重要。

于是一个配套的商业模型出现了：微小制造业 -> 就业困难的小店主 -> 电商平台 ->
极低的物流成本 -> 收入微薄的消费者。淘宝由于占位比较早，垄断了这个产业链中的
一个重要环节，终于走向成功。

概括一下成功的要素：
1、接地气的经营策略
2、过剩的制造业
3、飞涨的房地产
4、大量低收入人群
5、政策监管的缺失

各位将军，您打算 C-c C-v 一下 Jack Ma 吗？
--http://gengwg.blogspot.com/
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