華爾街投行集體發聲，稱淘寶接入微信支付實現雙贏
摩根士丹利、高盛等多家華爾街投行今日紛紛發佈研報指出，淘寶接入微信支付，是騰訊和阿里巴巴合作的重要里程碑，淘寶天貓有望獲取數億潛在用户。
昨日淘寶天貓先後發佈公吿，稱為提升消費者購物體驗，淘寶計劃新增微信支付能力，並於本意見徵集結束後，進行平台規則調整。這也意味着，外界期待已久的淘寶全面接入微信支付即將正式落地。
消息立即引發熱議，摩根士丹利發佈報吿，認為淘寶天貓和微信支付的全面整合，是騰訊和阿里巴巴生態系統整合的一個重要里程碑，可能會帶來雙贏局面。
報吿分析認為，對於騰訊來説，此舉會提高微信支付的市場份額，由於線下消費疲軟，這可能會緩解支付業務收入下降的風險，而對於阿里來説，此舉同樣具有戰略意義，有望幫助淘寶獲取數億增量用户(several hundreds of millions)。
根據報吿，“1）通過與微信支付的整合，淘寶/天貓可以進一步滲透到低線城市，幫助公司穩定市場份額。我們估計，有數億微信支付用户不是支付寶用户（主要在低線城市）。2） 這也通過提供更多的支付靈活性來增強淘寶/天貓的用户體驗”。
高盛也發佈研報，認為此次合作有利於淘寶天貓開發新的低線城市用户，提高現有用户的便利性。
研報還表示，淘寶天貓本年至今的商品交易總額增長重新加速，加上其增長改革及用户至上的策略，顯示淘寶天貓優先發展核心業務的目標已上軌道。
彭博商業研究則指出，淘寶接入微信支付會削弱同業平台的競爭力，“淘天接入微信支付將會削減中國同業公司拼多多、京東和美團等公司在電商方面的競爭優勢。微信支付將會提升消費的便捷，助力淘天贏得更多GMV”。
過去一年，淘寶天貓圍繞提升消費者體驗已推出多項舉措，包括升級88VIP權益、網頁版改版等；今年618大促期間，淘寶天貓還首次取消預售、打通淘寶天貓滿減。此外，淘寶天貓還在近日正式上線新版店鋪體驗分體系，鬆綁僅退款規則，鼓勵商家通過向消費者提供好服務獲得生意增長。
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