Search engines: Yahoo China, sogou.

Second, the local life field: word-of-mouth network, Meituan, fast taxi, Gaode map, tintin network, etc.

E-commerce services: China Wang Wan, Baozun E-commerce, Shenyitong and Yintai Commerce.

Fourth, social and mobile networks: Weibo, Momo, UC browser.

Verb (abbreviation of verb) Cultural field: Shrimp Net, Youku Tudou, China Digital Media, Cultural China, and Baicheng Travel Net.

Sixth, the financial sector; Hengsheng Electronic Hotan Hong Fund

Seven, Best Logistics, Star Express, Goodall Logistics, Singapore Post.

2. Why did Ma Yun buy Youku Tudou-the core of e-commerce is traffic.

In the past, the devices used to surf the Internet were very single, and the penetration rate of mobile smart devices was extremely low. Therefore, in the PC era, the traffic of platform e-commerce is concentrated. But now, the popularity of mobile smart devices is very high. For today's users, it is possible to use computers, but it is impossible to use smart devices. Smart phones are a typical example. According to Alibaba's statistics, in the second quarter of 20 15, the turnover of retail platforms in China reached 673 billion yuan, of which 55% came from mobile terminals. The turnover of mobile terminals increased by 125% year-on-year, which promoted the growth of mobile revenue by 225%, and the proportion of mobile terminals exceeded half for the first time.

Therefore, in today's mobile Internet era, China netizens have formed a new shopping habit of "shopping and spending in multi-screen and multi-scene situations", and the average single-user income (ARPU) of multi-screen users is much higher than that of PC era. Online transactions in China have entered the era of mobile terminals such as mobile phones.

Alibaba, which has the strongest business gene, has the most perfect cash system in China and even in the world-from e-commerce (Tmall, Taobao, Alibaba B2B) to film and television, finance (third-party payment to banks), but it has long been inferior to Baidu and Tencent in terms of traffic portal as users. Previously, Ali acquired Gaode and UC, which actually solved the traffic problem on the mobile side. Now video is becoming the most commonly used application for users. Especially in the case of Sina Weibo testing the influence of e-commerce, the value of Youku Tudou's traffic portal is increasing.

The flow value of Youku Tudou lies in-

1, video+e-commerce. Prior to this, Ali strategically invested in Youku Tudou, and Youku Tudou and Taobao had already got through to a certain extent. For example, Youku video can be implanted with a "buy while watching" button, which has a certain reflow effect, but it is still two skins with e-commerce and is not fully integrated. In fact, the value of "content+e-commerce" is becoming more and more prominent in the era of mobile Internet, and Youku Tudou is one of the most suitable platforms to do this.

2, video+film and television entertainment. With the expansion of the middle class in China, film and television entertainment has become a huge industry (there are 40 billion movies alone), and Youku Tudou users are naturally the most accurate paying users of film and television, which is extremely important for Ali's big entertainment layout and can enable Youku Tudou users to surpass the existing membership fee and advertising fee model.

3, video+marketing is open. Alibaba has the largest user base of high-growth enterprises, and it is also the most willing to spend promotion fees now (big companies have a hard time). Video marketing plays an increasingly important role in marketing. Marketing methods such as micro-movies, micro-dramas, and micro-variety shows all need to be supported by traffic platforms and creator platforms like Youku Tudou.

4, video+financial access. There is no doubt that Youku Tudou has gathered a large number of middle class, which is the best consumer group for payment, financial management and insurance of Ant Financial. The realization of the flow of Youku Tudou will be inserted into the "financial wings".

Youku Tudou has been sold to Ali. Will Sina Weibo follow in its footsteps? Ali really needs more traffic, but is Sina Weibo worth selling? It depends on how Ma Yun and Cao Guowei talk.