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张勇:金融监管转变等短期对阿里(09988.HK)有挑战 属重新审视并改善业务经营机遇
阿思达克 02-02 22:08
阿里巴巴(09988.HK)主席张勇在业绩分析员会议上指,公司早前获国家市场监督管理总局发出的调查通知,据反垄断法对集团进行调查,而受金融科技监管转变影响,蚂蚁早前亦暂缓上市计划。

他指出公司被问到蚂蚁透过花呗为消费者提供信贷,而潜在信贷减少会否影响到消费者在旗下平台的消费,他强调信贷并非鼓励用户消费的原因,而是平台产品及服务多元、具竞争力等因素鼓励到消费,重申花呗支付占授出信贷比例很细,大部分消费者亦有连结至其他信贷渠道包括信用卡等。

他指出虽然针对金融科技方面的监管转变短期会为阿里带来挑战,但认为亦是重要机遇,有助重新审视及改善公司的业务经营,在竞争激烈环境下将继续透过创新创造价值,并将继续投资於核心领域、创新及长远增长。

被问及对网络平台竞争的看法,张勇指互联网产品有很多,亦有很多电商机遇,认为均为流量使用方式,在商家角度来说多平台、多网站经营已成常态,阿里与部分商家有独家旗舰店等的安排,不过商家亦可透过第三方渠道与其他平台经营,集团优势在於专注消费并提供了有品质、保障的消费体验,故仍是商家经营的主阵地,而商家留存率及活跃度亦有所提升。(el/da) ~

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