After Cao Jinsheng finished reporting about Wan Tong and the problem of Yu 'e Bao coming online, the office quieted down.
After a moment of silence, Liu Hong said. "General Manager Li, it is difficult for Tencent to fight back in the mobile industry.
Currently, we are in the lead in the mobile industry.
Other than the mobile QQ user group, we are in the lead in browsers, distribution platforms, WeChat ….
Without these additional services, QQ alone is not enough for Tencent to gain a foothold in the mobile industry.
It is very difficult for them to compete with us in the mobile industry. There is no hope at all.
The only thing we can do now is to fight in the PC market!
Unless they defeat our PP and other products in the PC market, there is no hope of a comeback. Otherwise, Tencent's gradual decline is inevitable.
We are not the only ones who have seen through this. Many people have seen through this.
If there are no surprises, Tencent's share price will definitely fall when the Hong Kong stock market opens today.
If Tencent does not want these investors to lose confidence and do not want to die silently, it is necessary to fight back quickly.
We can wait, but they can't.
Currently, the situation has actually reversed. We are willing to delay, but Tencent will not agree. "
Sometimes, the situation can change so quickly. Before Li Dong started his live broadcast, Tencent actually hoped to delay. This way, Tencent will have time to complete the layout and catch up.
But when Li Dong started his live broadcast, the situation was reversed. Tencent's position as the dominant mobile IM market changed!
At this time, Tencent cannot wait anymore.
Losing the dominant position in the mobile market is not a big problem in the short term.
Ordinary citizens might not think that there will be a problem.
But those with foresight, who does not know that there is a big problem!
Three months ago, everyone did not care about the mobile industry. Now, if anyone says that the mobile internet is a gimmick, that person is an idiot.
Such an entrepreneur is not qualified to be called an entrepreneur.
Is Ma Huateng an idiot?
Obviously not!
Are Tencent's investors fools?
Obviously not!
Other than the two major shareholders of Tencent, there were also many other investment institutions in the secondary market.
Once these people felt the powerlessness of Tencent, they would dump their Tencent shares, which could trigger a chain reaction.
At this time, if Ma Huateng didn't counterattack and didn't let others see Tencent's strength, then he would be courting death.
In his previous life, after WeChat defeated Mi Chao, Ma Huateng heaved a sigh of relief when he was interviewed, saying that he had survived a critical juncture.
From Ma Huateng's point of view, Tencent had three life and death junctures.
First, the competition with MSN.
In this competition, there were many reasons for Tencent's victory. It was not just because of the broken optical cable. The key was that MSN itself did not do its best.
Second, the battle with 360.
That time was also a key point for Tencent, but Tencent reacted at the beginning. Coupled with its lead, the final victory was actually not difficult.
Only WeChat, when Tencent was working on this project, they almost forgot to eat and sleep. They invested a lot of manpower and material resources. At the same time, many teams were developing and catching up.
From this, it could be seen how much importance Tencent attached to this.
But this time, Tencent couldn't defeat Far away as quickly as it defeated Mi Chao in his previous life. Instead, in the battle with Far away, they were defeated by Far away.
And the critical juncture of life and death in his previous life had really become a critical juncture this time.
Therefore, Li Dong said last night that the PC war would definitely start.
If Li Dong didn't start the war, Ma Huateng wouldn't let him rest.
After Liu Hong finished speaking, Zhang Xiaolong also said, "That's right. On the mobile side, because everyone is just starting out, we can easily defeat them because we have long been prepared.
But in the PC field, Tencent has been doing it for 11 years!
In this regard, they have a deep foundation. Far away has been catching up in the past few years, and even surpassed Tencent in some areas.
But in terms of overall strength, we still have a slight gap.
At present, if Tencent counterattacks, they probably won't fight a war of attrition with us because they can't afford to drag it out.
The more we drag it out, the more intense the market reaction will be. In the end, Tencent won't even need to do anything. They will die from internal strife.
Therefore, Pony will definitely choose to end the battle quickly and use the strongest means to defeat us.
Maybe they don't need to defeat us. Even if it's just a small victory, it will be enough to let investors and employees regain confidence and continue to wear us down in the future.
And what is Tencent's strongest point? "
"It's QQ! Or rather, it's not QQ itself, but their social circle that has been consolidated for 11 years.
If Tencent wants to fight a counterattack, they can only do it on QQ. Only then can they have a chance to gain an advantage and let everyone see that Tencent still has potential and strength.
This time, Tencent will not work on QQ alone. They should target Far away PP and come up with some strategies.
Unlike MSN in the past, the other party is a foreign software after all. The localized experience in Hua Xia is very poor. Therefore, Tencent did not spend much effort and time to defeat the other party.
Far away PP, in fact, from the beginning … it was made by imitating QQ. The user experience, functions, and technical areas of the two parties are not that different.
Therefore, from these aspects, the possibility of Tencent quickly gaining an advantage is not high.
We have analyzed for a long time. If Tencent were to make a response this time, they should not focus on these aspects, but on some external factors! "
When Zhang Xiaolong mentioned external factors, Li Dong raised his eyebrows slightly and said, "Tell me your analysis."
In a business competition, it is very important to judge the opponent's next move.
Making a prediction in advance is very likely to determine the winning chance in advance.
Now, if Tencent's next goal and direction can be judged, Far away can respond in advance. Tencent will not be able to quickly take the lead, and the probability of failure in the final competition will greatly increase.
Zhang Xiaolong saw that Li Dong was paying attention and immediately said, "According to my analysis of Pony and the other management of Tencent, they will not give up their biggest advantage and not use it.
As I said before, their biggest advantage is not QQ, but the user group and social circle that have been established for 11 years.
Of course, this user group has been divided up by us in the past three years.
And if they want to hit Far away, they need these user groups to return.
From a technical level and user experience alone, it is difficult for them to do this. Far away is not worse than Tencent, or even better.
Therefore, I analyze that the first thing Tencent will do is play the emotional card. "
"The emotional card?"
Li Dong was a little interested and smiled. "You said the emotional card. How should this card be played?"
"Calling back old users! Returning from PP to QQ. "
"Tell me the details."
Zhang Xiaolong said a little embarrassedly, "I can't say for sure. There are many ways. But calling back old users is definitely one of their methods. I am very sure of this. Everyone knows that most of the users of PP come from QQ's user group. Although they have chosen PP now, many people are actually using both. They have feelings for QQ. As long as Tencent plays the emotional card well, some users will choose to return. This is also inevitable. "
As soon as he finished speaking, Liu Hong retorted, "I don't think so. These users naturally had their reasons for choosing PP back then! Now that they are staying in PP, it means that they have a preference. Even if they return to QQ for a while, they will return to PP sooner or later. "
Zhang Xiaolong did not refute and only said, "Tencent needs a period of time. Far away's spirit will be dampened for a period of time. That is enough.
Far away is known as an undefeated enterprise!
Far away can still go smoothly under the eyes of a group of enemies because they are undefeated!
Once our spirit is dampened by Tencent now, not only will we be surrounded by enemies, we will also have a huge psychological gap.
At this time, it may cause other enterprises to see an opportunity and rush forward. We will be tired of dealing with it.
This way, we will give Tencent a chance to breathe.
Tencent is not a weakling, and if we give them time to breathe, we might be burying a landmine for ourselves. It is not impossible for them to blow us up. "
Liu Hong did not refute this point. He thought for a moment and said, "Indeed, the key is not actually Tencent, but ourselves. We have too many opponents. Tencent only needs to be the vanguard and let our opponents see that we are not invincible. The possibility of these people swarming forward is very high. "
"That is to say, what we need to do now is to keep these users and not let them return?"
"It is not as simple as not letting them return. This will only treat the symptoms and not the root cause. We can use this opportunity to continue to let a large number of Tencent's old users leave! Once their old users continue to leave, it will be one disaster after another. Tencent's fighting strength will be weakened to the extreme! "
"…"
The few of them discussed and had all kinds of suggestions.
Everyone was able to reach their current positions. Even if they were just ordinary people, it was impossible for them to have no skills at all after the influence and experience of the environment.
Ali's 18 Arhats and Tencent's Five Tiger Generals, were they all fierce people from the beginning?
Everyone had to walk step by step to get to where they were. They had seen many things and experienced many things. Naturally, they would mature.
What did Li Dong know five years ago?
Five years ago, he also did not think that he would be in control of a giant corporation with assets of nearly 400 billion.
At that time, if he was in charge of such a corporation, let alone 400 billion, even a 4 billion company would be ruined by him.
But five years later, although Li Dong did not seem to have changed much, in fact, the changes were happening subtly.
It was the same for Liu Hong and the others. After the influence and experience, they had broadened their horizons, and their thinking was gradually opened up. Some of the suggestions were quite good to Li Dong.
Li Dong also felt that their judgment of Tencent's next move was quite reliable.
After listening to their words, Li Dong made a simple deployment, then got up and walked to the window. Far away, that should be the South. At this moment, what was Ma Huateng thinking about in the South?
…
Shenzhen City.
Ma Huateng had held many meetings in a row.
From last night until now, he did not sleep much. He only rested for about two hours in the wee hours of the morning.
At this moment, Ma Huateng made the final decision. "Quickly implement the new plan!
Mobile devices do not give up, continue to attack!
PC side, the first task is to let our users return. No matter what, as long as a portion of the users return, we will have room to operate!
Hype marketing is not Li Dong's exclusive right!
At this time, they had already shed all pretense of cordiality. They did not need to care about what Far away thought, nor did they need to be afraid of their dissatisfaction. Any means that could be used would be used!
Remember, all of you are still Tencent. Even if you want to rely on Far away, you must let Far away see your value!
Tencent will collapse without a fight. In Li Dong's eyes, all of you are just a bunch of trash!
Only by hurting them, or even defeating them, can they understand that there are no mediocre people in Tencent!
Gome was a lesson. Gome's victory came too easily. It was so easy that Li Dong felt that Gome's people were all mediocre. That was why Gome's top management had almost changed!
I don't care what you are thinking, but if you don't put in your best effort now, you will think that Li Dong's entrance is a new beginning for you. That is a big mistake!
Whether it is for Tencent or for your own future, this time, you must win and not lose! "
Everyone nodded. No matter what they were thinking, even if they were hoping for Li Dong's entrance, Ma Huateng's words were not wrong.
Even if they lost, they must lose with dignity.
If they lost badly, even Li Dong would not look at them.
It would be best if they won. If they lost, they would let Li Dong suffer a huge loss. This way, he would know that there were no weaklings in Tencent. All of them were strong soldiers!
This was the greatest value of Tencent.
The smart ones need not say much, and Tencent's top management went out to assign tasks.
Zhang Zidong and Xu Chenye did not go out with the rest.
After everyone left, Xu Chenye frowned. "Pony, what you said earlier is too pessimistic. Did something happen? "
Ma Huateng rubbed his temples and said. "You all should know about the opening of the Hong Kong stock market this morning.
Before Wechat was launched, Tencent's share price had reached 80 HKD, and its market value is close to 20 billion USD.
Compared to 50 HKD at the end of 2008, Tencent's share price had increased significantly.
Just when we are about to reach 100 HKD and even higher, everything changed!
Last night, Wechat became a word of mouth, and Tencent became the only winner.
Wechat and Tencent were the losers, and they became the stepping stones for Wechat and Far away.
When the Hong Kong stock market opened in the morning, Tencent's share price dropped by 10% after closing at 82 HKD yesterday.
Also, the decline is obvious, and there are signs of a hemorrhage.
Some of the investors could not sit still anymore.
I received at least 10 calls in the morning, and all of them are asking about Tencent's next move.
If we don't do anything and release good news, we might collapse on our own.
Even MIH is asking when they will be able to take back the lost mobile field! "
Everyone's face turned serious when they heard this. Tencent's biggest investor can no longer sit still, and Tencent is in a precarious situation with both external and internal troubles!
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