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MarcusLaw
2021-10-28
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具体来说，互联互通的本质要求是，避免平台滥用数据和算法、技术、资本优势以及平台规则等排除、限制竞争，进而为企业营造出健康、公平的竞争环境。但是从目前平台的做法看，互联网仍然局限在表面的互联互通上，并没有实现公平竞争这一本质要求，甚至依然有扰乱竞争秩序的现象。 比如：反垄断和一直以来的“二选一”。 以今年刚被处罚的美团为例： 在美团的处罚决定书里，“相关支配地位”，主要表现在几个方面：“当事人的市场份额超过50%”、“当事人具有较强的市场控制能力”、“相关市场进入难度大”。 在监管的大棒和高额罚款下，二选一这种明目张胆的做法已经没有了。而这两个事件放一起，显然出现了不公平竞争的情况。 新修正的《中华人民共和国反垄断法》，在第三章“滥用市场支配地位”中明确规定具有市场支配地位的经营者利用数据和算法、技术以及平台规则等设置障碍，对其他经营者进行不合理限制的，属于滥用市场支配地位的行为。 总结起来，互联互通现阶段，存在平台开放进展缓慢，平台开放标准不统一等问题，也并未实现公平竞","listText":"今年下半年，在监管的推动下，互联互通成为互联网行业的一大议题。 表面看起来，互联互通正持续推进。饿了么、优酷、大麦、考拉海购等阿里旗下多个APP率先接入微信支付。在点对点聊天场景下，淘宝和抖音的链接也可以直接打开。拼多多也向微信支付、支付宝、QQ钱包、花呗等多种支付工具开放。 虽有进展，但也有不足。比如，据封面新闻报道：从今年3月份以来，淘菜菜微信小程序已经近8个月无法更新，期间负责此事的阿里淘菜菜程序员也上百次试图与微信沟通，但微信方面一直不予理会。 下面，我就这篇文章，来说说对现在平台之间互联互通的一些看法。 互联互通：只有面子，没有里子 谈互联互通之前，首先要搞明白互联互通的本质是什么？表面看起来，互联互通是要求平台之间开放外链。但我认为，互联互通本质上其实是在反流量垄断，维护市场公平的竞争秩序。 具体来说，互联互通的本质要求是，避免平台滥用数据和算法、技术、资本优势以及平台规则等排除、限制竞争，进而为企业营造出健康、公平的竞争环境。但是从目前平台的做法看，互联网仍然局限在表面的互联互通上，并没有实现公平竞争这一本质要求，甚至依然有扰乱竞争秩序的现象。 比如：反垄断和一直以来的“二选一”。 以今年刚被处罚的美团为例： 在美团的处罚决定书里，“相关支配地位”，主要表现在几个方面：“当事人的市场份额超过50%”、“当事人具有较强的市场控制能力”、“相关市场进入难度大”。 在监管的大棒和高额罚款下，二选一这种明目张胆的做法已经没有了。而这两个事件放一起，显然出现了不公平竞争的情况。 新修正的《中华人民共和国反垄断法》，在第三章“滥用市场支配地位”中明确规定具有市场支配地位的经营者利用数据和算法、技术以及平台规则等设置障碍，对其他经营者进行不合理限制的，属于滥用市场支配地位的行为。 总结起来，互联互通现阶段，存在平台开放进展缓慢，平台开放标准不统一等问题，也并未实现公平竞","text":"今年下半年，在监管的推动下，互联互通成为互联网行业的一大议题。 表面看起来，互联互通正持续推进。饿了么、优酷、大麦、考拉海购等阿里旗下多个APP率先接入微信支付。在点对点聊天场景下，淘宝和抖音的链接也可以直接打开。拼多多也向微信支付、支付宝、QQ钱包、花呗等多种支付工具开放。 虽有进展，但也有不足。比如，据封面新闻报道：从今年3月份以来，淘菜菜微信小程序已经近8个月无法更新，期间负责此事的阿里淘菜菜程序员也上百次试图与微信沟通，但微信方面一直不予理会。 下面，我就这篇文章，来说说对现在平台之间互联互通的一些看法。 互联互通：只有面子，没有里子 谈互联互通之前，首先要搞明白互联互通的本质是什么？表面看起来，互联互通是要求平台之间开放外链。但我认为，互联互通本质上其实是在反流量垄断，维护市场公平的竞争秩序。 具体来说，互联互通的本质要求是，避免平台滥用数据和算法、技术、资本优势以及平台规则等排除、限制竞争，进而为企业营造出健康、公平的竞争环境。但是从目前平台的做法看，互联网仍然局限在表面的互联互通上，并没有实现公平竞争这一本质要求，甚至依然有扰乱竞争秩序的现象。 比如：反垄断和一直以来的“二选一”。 以今年刚被处罚的美团为例： 在美团的处罚决定书里，“相关支配地位”，主要表现在几个方面：“当事人的市场份额超过50%”、“当事人具有较强的市场控制能力”、“相关市场进入难度大”。 在监管的大棒和高额罚款下，二选一这种明目张胆的做法已经没有了。而这两个事件放一起，显然出现了不公平竞争的情况。 新修正的《中华人民共和国反垄断法》，在第三章“滥用市场支配地位”中明确规定具有市场支配地位的经营者利用数据和算法、技术以及平台规则等设置障碍，对其他经营者进行不合理限制的，属于滥用市场支配地位的行为。 总结起来，互联互通现阶段，存在平台开放进展缓慢，平台开放标准不统一等问题，也并未实现公平竞","images":[{"img":"https://static.tigerbbs.com/8322c5ce251a7afae766f7f6ddd0392d","width":"785","height":"409"},{"img":"https://static.tigerbbs.com/fdd23173218998e994daecbd148767bc","width":"781","height":"448"},{"img":"https://static.tigerbbs.com/0a9230aaf4777608e5a97e87390e00f6","width":"692","height":"276"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602413477","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600554751,"gmtCreate":1638178373303,"gmtModify":1638178373406,"author":{"id":"4090649698001030","authorId":"4090649698001030","name":"MarcusLaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090649698001030","idStr":"4090649698001030"},"themes":[],"title":"","htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600554751","repostId":"1180553445","repostType":4,"isVote":1,"tweetType":1,"viewCount":2237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600934997,"gmtCreate":1638035654919,"gmtModify":1638035655012,"author":{"id":"4090649698001030","authorId":"4090649698001030","name":"MarcusLaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090649698001030","idStr":"4090649698001030"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600934997","repostId":"874469640","repostType":1,"repost":{"id":874469640,"gmtCreate":1637812286775,"gmtModify":1637933968285,"author":{"id":"3563873670221480","authorId":"3563873670221480","name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563873670221480","idStr":"3563873670221480"},"themes":[],"title":"Nanofilm - a truly high-tech company with great potential","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MZH.SI\">$纳峰科技(MZH.SI)$</a> $NanofilmTA wise, some fun numbers/price points to watch 4.444, Fib x0.786: break it, for a big run-up; any time now? 5.555, Fib x0.500: I see this as the next target; possible? Business update summary, 10/2021Great! You got to see potential...business peak in Q4 and 2022, consistent with market expectation. 3C customers, peak shifted to Q4, spill over to 2022; keyword: substantial growth Revenue diversification: other key customers, 33% to 39% Nano production: started MASS production in micro-lens array IEBC: substantial growth, equipment for factory expansion, customers and Sydrongen Sydrogen: pilot production; big potential M&A: Miller Technologies, 10-years as supplier, should be good!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MZH.SI\">$纳峰科技(MZH.SI)$</a> $NanofilmTA wise, some fun numbers/price points to watch 4.444, Fib x0.786: break it, for a big run-up; any time now? 5.555, Fib x0.500: I see this as the next target; possible? Business update summary, 10/2021Great! You got to see potential...business peak in Q4 and 2022, consistent with market expectation. 3C customers, peak shifted to Q4, spill over to 2022; keyword: substantial growth Revenue diversification: other key customers, 33% to 39% Nano production: started MASS production in micro-lens array IEBC: substantial growth, equipment for factory expansion, customers and Sydrongen Sydrogen: pilot production; big potential M&A: Miller Technologies, 10-years as supplier, should be good!","text":"$纳峰科技(MZH.SI)$ $NanofilmTA wise, some fun numbers/price points to watch 4.444, Fib x0.786: break it, for a big run-up; any time now? 5.555, Fib x0.500: I see this as the next target; possible? Business update summary, 10/2021Great! You got to see potential...business peak in Q4 and 2022, consistent with market expectation. 3C customers, peak shifted to Q4, spill over to 2022; keyword: substantial growth Revenue diversification: other key customers, 33% to 39% Nano production: started MASS production in micro-lens array IEBC: substantial growth, equipment for factory expansion, customers and Sydrongen Sydrogen: pilot production; big potential M&A: Miller Technologies, 10-years as supplier, should be 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