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財研社:你還在用上一個世紀的眼鏡,看現在的騰訊嗎?

如果你還未聽過「產業互聯網」,我覺得你還是停在上一個世紀的騰訊。
3Q18業續出來後,投資者最關心的是總利潤和遊戲業務。因監管調整拿不到遊戲版號,「吃雞」等主力遊戲不能變現,新遊戲上架減慢。當大家都在討論遊戲監管何時放行時,騰訊已和過去很不同。
騰訊現在正想在產業互聯網中找到新的增長曲線,這是被忽視的一座金礦。回顧騰訊二十年歷史:2005年升級為BU事業部制,2012年升級為BG事業群制,都有大量的改革紅利。今次騰訊調整架構,新成立CSIG整合內部——騰訊雲、互聯網+、智慧零售、教育、醫療、安全和LBS等行業解決方案,目標就是產業互聯網。
產業互聯網是什麼?簡單來講,是要把不同產業: B端(企業)、G端(政府)、C端(個人)融合在一起。
騰訊擁有中國最大的C端流量,QQ月活8.026億,微信月活10.825億。騰訊現在就是把C端巨大的存量流量,以更好的方式導給B端。騰訊就是要做一個生態圈。
當中最好的例子是小程序。馬化騰說:「已經有150萬開發者加入小程序的開發,小程序應用數量超過100萬,已覆蓋200多個細分行業,日活用戶達到2億」。小程序引至騰訊雲、網絡廣告和支付,是產業互聯網的最佳例子。
騰訊能做的有這三大方向:
API(應用程序編程接口): 做好連接,為各行各業提供「數字世界」的接口。
SDK(軟件開發工具包): 做好工具,為各行各業提供完備的「數字工具箱」
以開放平台做好生態,提供新型基礎設施,激發參與者創新,建立數字生態。
所以未來看騰訊要看什麼?
騰訊雲:為企業提供智慧零售SAAS服務,作為一個窗口能把很多業務能力給B端。2018年1-9月騰訊雲收入60億,同比增長逾一倍。和最大對手阿里的距離還有很大。
第三方支付:這是騰訊產業互聯網的killing product,因為企業不管開展什麼業務,都要習慣消費者使用二維碼支付的習慣。騰訊的支付業務在中國保持領先,日均交易量同比增長50%,其中線下日均交易量同比增長200%。
網絡廣告:騰訊把自己十幾億活躍用戶的畫像精准地供給企業作為目標消費者。三季度中,社交及其他廣告收入同比增加61%,受惠於朋友圈、小程序、移動廣告聯盟等。
你還覺得騰訊只是遊戲公司嗎?an outdated thesis.

財研社是以前的基金同行,在小編多次威迫利誘下開始在StockChat發言。