独家对话 | 高瓴前董事总经理赵小兵:数字化确定性机会在“云”

红刊财经2021-11-30

红周刊 记者 | 王飞核心观点:1.当市场惊呼微软市值超过苹果之时,我们难道不应该复盘一下,微软这个互联网转型的失败者是如何做到的?答案其实特别简单:云业务的贡献和成长性。2.资本市场投资最重要的是确定性,而目前数字化向社会更深层渗透的最具确定性的就是云计算,它是目前惟一被资本市场证实了的,如果亚马逊、微软等企业没有云业务,其市值可能要去掉一半以上;3.如果未来10年中国传统公司“上云”的比例达到...

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