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平理解好生意和护城河的重要指标。它不是随意卖高价的能力，而是因为产品差异化、用户信任和长期价值，让企业在合理范围内拥有不被价格战牵着走的能力。",22.5,{"title":150,"slug":151,"description":152,"category":132,"order":153,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"用户体验","yonghutiyan","段永平对用户体验的关注可以追溯到他做小霸王和步步高时期，那时他用\"消费者导向\"来表达类似的理念。2003年北大演讲中他说：\"对于企业来说，最重要的是产品，而产品又必须以消费者为导向，所以最终你要找准消...",23,{"title":155,"slug":156,"description":157,"category":132,"order":158,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"渠道","qudao","段永平对渠道的理解来源于他在步步高建立全国销售网络的实战经验。1999年在人民大学问答中，被问及步步高在管理上有什么特点时，他提到了\"地区唯一代理制\"的渠道管理模式。这是他最早公开谈论渠道策略的记录。",24,{"title":160,"slug":161,"description":162,"category":132,"order":163,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"平台","pingtai","段永平使用\"平台\"概念主要集中在分析苹果公司的商业模式时。最早出现在2011年他写的\"买入苹果思考\"中：",25,{"title":165,"slug":166,"description":167,"category":132,"order":168,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"生态系统","shengtaixitong","段永平使用\"生态系统\"这一概念主要是在分析苹果公司时。最早出现在2012年前后的投资问答中。当一位网友详细描述了苹果设备之间的联动体验（iPhone、iPad、Mac的无缝协作、App 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与能力圈边界。",5290,{"title":878,"slug":879,"description":880,"category":753,"order":881,"type":882,"volume":10,"volumeOrder":10,"chapterOrder":10},"段永平高度评价过的公司","topic-highly-rated-companies","按段永平视角整理他高度评价过的公司，并区分高度评价、正面关注、曾评价后修正和仍需观察。",5300,"topic",{"title":884,"slug":885,"description":886,"category":753,"order":887,"type":882,"volume":10,"volumeOrder":10,"chapterOrder":10},"段永平高度评价过的人","topic-highly-rated-people","按段永平视角整理他高度评价过的人：投资大师、企业家、创始人和关键经营者。",5310,{"title":889,"slug":890,"description":891,"category":753,"order":892,"type":882,"volume":10,"volumeOrder":10,"chapterOrder":10},"段永平正在重估的公司","topic-revaluated-companies","整理段永平从看不懂、保留或低估，逐步重新评估的公司案例：泡泡玛特、英伟达、阿里、新东方等。",5320,{"id":894,"title":604,"body":895,"category":416,"chapterOrder":56,"date":10,"description":606,"extension":2086,"meta":2087,"navigation":2088,"order":607,"path":2089,"seo":2090,"seoDescription":606,"seoTitle":2091,"slug":605,"source":10,"sourceDate":10,"sourceUrl":10,"stem":2092,"tags":2093,"type":424,"volume":567,"volumeOrder":20,"__hash__":2095,"_collection":2096},"dao\u002Fdao\u002Fqanda\u002Fwenda-company-alibaba-yahoo.md",{"type":896,"value":897,"toc":2082},"minimark",[898,903,920,923,926,929,932,935,938,941,948,951,954,957,970,983,993,1002,1008,1011,1019,1028,1037,1040,1045,1048,1054,1057,1060,1066,1069,1072,1075,1078,1088,1093,1099,1102,1112,1117,1120,1125,1139,1153,1159,1162,1165,1168,1173,1185,1197,1200,1203,1206,1209,1219,1222,1227,1236,1244,1250,1259,1262,1278,1292,1298,1307,1318,1321,1326,1329,1337,1340,1343,1346,1351,1357,1360,1365,1371,1379,1388,1397,1405,1411,1427,1432,1435,1444,1452,1458,1463,1469,1472,1481,1484,1489,1492,1499,1502,1505,1508,1511,1516,1519,1524,1527,1536,1547,1556,1561,1567,1577,1582,1585,1590,1596,1601,1604,1612,1615,1623,1626,1631,1634,1639,1642,1647,1650,1655,1658,1667,1672,1675,1678,1681,1688,1694,1697,1700,1703,1713,1716,1721,1724,1731,1734,1737,1743,1746,1751,1754,1759,1762,1767,1770,1776,1779,1782,1785,1791,1802,1810,1813,1818,1821,1826,1833,1836,1841,1844,1849,1852,1861,1864,1872,1875,1880,1883,1892,1895,1900,1903,1906,1909,1914,1923,1926,1931,1936,1939,1944,1947,1952,1955,1960,1963,1970,1973,1976,1981,1984,1987,1990,1995,1998,2001,2010,2013,2018,2021,2026,2029,2034,2039,2042,2047,2050,2053,2058,2061,2066,2069,2074,2077],[899,900,902],"h2",{"id":901},"第一节-阿里巴巴与雅虎","第一节 阿里巴巴与雅虎",[904,905,906,907,911,912,916,917,919],"p",{},"一般来讲，公司的",[908,909,129],"a",{"href":910},"\u002Fqiyewenhua","是由三个部分组成的：使命、愿景以及核心价值观。使命指的是企业存在的意义，愿景是企业内大家的共同远景。大家可以看看",[913,914,915],"strong",{},"阿里巴巴","集团的",[908,918,129],{"href":910},"。",[904,921,922],{},"使命：让天下没有难做的生意",[904,924,925],{},"愿景：做一家经营102年的企业",[904,927,928],{},"成为世界最大的电子商务服务提供商",[904,930,931],{},"成为世界最优秀的雇主",[904,933,934],{},"价值观：客户第一、员工第二、股东第三",[904,936,937],{},"客户第一：关注客户的关注点，为客户提供建议和资讯，帮助客户成长团队合作：共享共担，以小我完成大我",[904,939,940],{},"拥抱变化：突破自我，迎接变化",[904,942,943,944,947],{},"诚信：诚实",[908,945,211],{"href":946},"\u002Fzhengzhi","，信守承诺",[904,949,950],{},"激情：永不言弃，乐观向上",[904,952,953],{},"敬业：以专业的态度和平常的心态做非凡的事情",[904,955,956],{},"我理解这里的102年是形象解释基业长青或百年老店的意思，是从每一天开始算，而不是从1999年开始算的102年，不然现在就只有91年了。",[904,958,959,960,963,964,966,967,969],{},"“平常的心态”大概就是我们常说的",[908,961,12],{"href":962},"\u002Fpingchangxin","吧。这里的“诚信”指的就是integrity。",[913,965,915],{},"的",[908,968,129],{"href":910},"是我在中国企业里迄今见到的写得最好的。",[904,971,972,973,975,976,979,980,982],{},"拥有这么好的",[908,974,129],{"href":910},"再加上已经找到的这么好的",[913,977,978],{},"生意模式","，",[913,981,915],{},"想不成功都不容易啊。这也是我愿意买雅虎的最重要的原因！(2010-04-03)",[904,984,985,986,989,990,919],{},"网友：阿里的愿景是“成为世界最大的电子商务服务提供商”。阿里要成为最大、",[913,987,988],{},"步步高","要",[908,991,5],{"href":992},"\u002Fbenfen",[904,994,995,998,999,1001],{},[913,996,997],{},"段永平："," ",[908,1000,5],{"href":992},"和最大本身并没有任何矛盾！事实上，我们公司做的产品大部分最后都是国内“最大”的，只不过我们罕有提起而已。我们不提的原因是认为这不是我们用户关心的东西，但这往往是我们关心用户而产生的自然结果。",[904,1003,1004,1005,1007],{},"我个人认为，追求最大确实有点问题，因为它是一个结果而不是一个方向，而且有可能和核心价值观产生矛盾(比如有时可能不符合用户导向等)。不过，",[913,1006,915],{},"作为公司还比较新，等它真到了第一以后才能明白我说的问题何在，那时再改也来得及。(2010-04-05)",[904,1009,1010],{},"网友：很多人评价马云是带来了一点激情，也带来了一点狗屎，但加起来还是狗屎。特别令人不爽的是他到处演讲，唯恐天下不知道他很有口才！",[904,1012,1013,1015,1016,1018],{},[913,1014,997],{}," 再好的东西对不懂的人来讲都可能是xx。头几年到处讲讲没啥坏处，",[908,1017,129],{"href":910},"是要不停地宣讲才能慢慢深入大家的骨髓里的。(2010-04-05)",[904,1020,1021,1022,966,1024,1027],{},"网友：",[913,1023,915],{},[908,1025,64],{"href":1026},"\u002Fshangyemoshi","非常简单，主要就是做网上商业中介，收取中介费。",[904,1029,1030,1032,1033,1036],{},[913,1031,997],{}," 是啊，就是一个现代掮客。其实",[913,1034,1035],{},"谷歌","、百度也差不多。它们都不做“产品”，但给人提供方便。(2010-06-09)",[904,1038,1039],{},"网友：怎么看出比较乱的？",[904,1041,1042,1044],{},[913,1043,997],{}," 观察所有的东西。(2010-06-21)",[904,1046,1047],{},"“雅虎高管：今年将有重大收购。”(新闻)",[904,1049,1050,1051,1053],{},"这个看着有点恐怖，不知道这个“重大”到底有多大。",[908,1052,129],{"href":910},"很弱，收购的结果很难太好，个人认为长期而言出问题的概率大。(2011-03-28)",[904,1055,1056],{},"“雅虎高管认为，未来几年显示广告营收增长率可达13%-16%。”(新闻)",[904,1058,1059],{},"看不懂，“未来几年”的成长率是怎么得出来的？而且还可以准确到13%-16%，真是神啊。自己做企业这么多年，从来就没有过“未来几年的营收成长率13%-16%”的感觉，所以觉得他们可能是在乱讲。(2011-05-27)",[904,1061,1062,1063,1065],{},"雅虎的风险在于董事会。由于没有好的强大的",[908,1064,129],{"href":910},"，又失去了梦想，美国雅虎本身很难东山再起。不过雅虎自己的业务也不容易出现崩溃性下滑，加上其亚洲资产的价值，雅虎可能是个很好的卖coveredcall 的目标。只是买call 的人越来越少，钱都被我们这些卖call 的人拿走了，后面的premium越来越没有吸引力了。",[904,1067,1068],{},"(2012-02-03)",[904,1070,1071],{},"雅虎“不懂事会”搞来搞去的给雅虎的价值增加了很多不确定性，太高比例持有似乎也不太合适了，但如果有什么生机的话，也许股价会有一定升幅，但如果是卖亚洲资产带来的升幅实际上已经变得没意义了。",[904,1073,1074],{},"“雅虎杨致远发备忘录，将在数月内确定战略选择…”(新闻)",[904,1076,1077],{},"从外面请顾问对自己公司做战略评估一定是件非常有趣的事情。很难理解当自己都不知道该用什么战略时别人可以帮得上忙，不管别人都是谁。旁观者清的情况下，旁观者或许可以指出错误，但要教会自己该干嘛，大概是不可能的事。还有就是，让问题自己找问题大概是不会找到问题的。",[904,1079,1080,1081,1083,1084,1087],{},"网友：虽然eBay自身增长乏力，被亚马逊赶超，但Paypal的发展势头依然很猛。您怎么看这个问题？我觉得对",[913,1082,915],{},"也是一样，支付宝的价值大于淘宝",[908,1085,160],{"href":1086},"\u002Fpingtai","的价值。",[904,1089,1090,1092],{},[913,1091,997],{}," 在国内淘宝约等于eBay+亚马逊。(2010-07-07)",[904,1094,1095,1096,1098],{},"我讲的是",[913,1097,978],{},"。(2010-07-04)",[904,1100,1101],{},"网友：马云的特点就是擅长“忽悠”。",[904,1103,1104,1107,1108,1111],{},[913,1105,1106],{},"段永平","： ",[913,1109,1110],{},"马云其实不忽悠。忽悠指的是自己不相信的东西却想让别人相信","。马云其实是个很好的鼓动家，能用很形象的语言或比喻去表达自己真实想表达的事情。虽然不是每一个比喻都100%恰当，但到目前为止，我看到的大多数比喻都说得非常好，至少比我强啊。(2010-07-15)",[904,1113,1114],{},[913,1115,1116],{},"单纯的理想主义者走不远，单纯的现实主义者做不大。马云两个都是。(2011-10-02)",[904,1118,1119],{},"网友j：原本以为中国靠这种自杀的方法做生意的只有马云一人，没想到还有更狠的，从来没本事赚过什么钱！最蠢的是那些PE们。",[904,1121,1122,1124],{},[913,1123,997],{}," 马云的生意模式很好啊。(2011-12-28)",[904,1126,1127,1128,1130,1131,1134,1135,1138],{},"网友：阿里最具前景的业务淘宝，其互联网",[913,1129,978],{},"并不具有",[908,1132,68],{"href":1133},"\u002Fhuchenghe","。成功之道是解决了网络支付的信用，但是它没有很好地解决商品",[908,1136,206],{"href":1137},"\u002Fxinyu","和服务信誉。我每个月都会上淘宝买两三样东西，最近发生一些令人不愉快的事情，比如我通过旺旺和商家聊，最后决定不买时，对方会回复“滚”。这就是我对其远景的担忧。",[904,1140,1141,1143,1144,1146,1147,1149,1150,1152],{},[913,1142,997],{}," 它那个",[908,1145,68],{"href":1133},"很宽啊，不然你可以想象一下和它做同样的生意会是什么感觉就明白了。貌似你还需要进一步搞懂",[908,1148,68],{"href":1133},"的意思。哪里都有很烂的买家和卖家，你碰上一个也很正常，但这种不好的卖家未来是没法在淘宝混下去的，这也是淘宝的",[908,1151,68],{"href":1133},"的一部分。(2010-10-11)",[904,1154,1155,1156,1158],{},"“刘强东接受采访说2012年京东新进2.5万新员工，最大挑战来自团队。”(新闻)这么低的margin(毛利)和这么点营业额要用这么多人啊，这个",[913,1157,978],{},"看起来不是很美妙。(2011-12-28)",[904,1160,1161],{},"我觉得如果他们真的需要增加那么多员工，为什么不分三年而非要在一年里完成呢？除非他们真是超人，不然这种做法后患比较大。(2011-12-31)",[904,1163,1164],{},"网友：坦率地说，我觉得这件事情没有这么简单。继任者陆兆禧先生的淘宝网，同样假货很多，如果不是更多的话。当然C2C控制起来更难。我没有细心观察和调研过这家企业特别是内部文化，没有什么发言权。但据朋友和他们员工说的情况，感觉这家企业洗脑非常厉害，而且搞马云先生的个人崇拜。从卫哲先生的辞职信也有这样的感觉。诚信应该落实在实际当中，愤怒、焦虑这些不是长效机制。",[904,1166,1167],{},"个人觉得淘宝的假货，应该不是半年一年的问题了。马云先生这一两个月的焦虑愤怒，我不太理解。如果我去看这家企业，看些什么比较重要？",[904,1169,1170,1172],{},[913,1171,997],{}," 讲几点我的理解。",[904,1174,1175,1176,1178,1179,1181,1182,1184],{},"1.好的",[908,1177,129],{"href":910},"不是万能的，但能让公司少犯原则性错误，而且可以让公司及早发现错误。同样的事情如果出现在",[908,1180,129],{"href":910},"不如",[913,1183,915],{},"的公司的话，估计认识到错误就不容易，改起来就更难了。",[904,1186,1187,1188,1190,1191,1193,1194,1196],{},"2.你这里所谓的洗脑估计讲的就是对",[908,1189,129],{"href":910},"的宣导。我看到的倒是觉得阿里对",[908,1192,129],{"href":910},"宣导很有一套。当然，从这次事件来看，大家可以知道要把",[908,1195,129],{"href":910},"真正融到骨子里还是非常不容易的。至于个人崇拜嘛，那是我们中国文化的产物。",[904,1198,1199],{},"能有马云这种成就的人在中国周围会没一堆人去有意识无意识搞个人崇拜？能不能抗住这种个人崇拜的副作用则主要要看马云是否可以一直保持清醒状态了。从这次事件看，马云还是很清醒的。",[904,1201,1202],{},"3.假货不是淘宝造的，没有淘宝抓假货将更难。我了解淘宝在抓假货上还是很花功夫的，至少绝对没有故意纵容。",[904,1204,1205],{},"4.马云的焦虑和愤怒是很容易理解的，因为在他自己的领地里居然有这种破坏原则的问题。将心比心，我处于同样的情况也会感到愤怒的。",[904,1207,1208],{},"5.不知道到这类公司里你能看到啥，聊也很难聊出什么东西的。不过，去看看至少有个直观感觉。当然，如果真有什么特别不好的东西，如果你敏感的话，有时候可以“闻”出来。(2011-02-22)",[904,1210,1211,1212,1215,1216,1218],{},"他们出这个问题我也多少有点意外，看起来在上市公司的业绩压力下，要坚持",[908,1213,17],{"href":1214},"\u002Fzuoduideshiqing","不容易。从卫哲以前说的一些话来看，犯这种错误恐怕也不是偶然。好在马云很明白大是大非的问题，不然将来会有大麻烦的。从这事也能看出来，",[908,1217,129],{"href":910},"的建立不是一朝一夕之功哦。",[904,1220,1221],{},"网友：其实在目前的大环境下，卫先生做得已经非常棒了。",[904,1223,1224,1226],{},[913,1225,997],{}," 我不能理解的是为什么这种欺骗可以在那里存在那么久，难道没有投诉？这种零容忍的行为居然被容忍了这么久你居然还觉得不错？那你还有没有原则了？(2011-03-01)",[904,1228,1229,1230,1232,1233,1235],{},"网友：有些事情是很难做到",[908,1231,5],{"href":992},"。拿淘宝来说，卖假货是肯定违背原则的，但如果真的一刀切不让卖假货，那淘宝肯定会被其他类似的网站打倒。所以，",[913,1234,915],{},"的问题非常难处理。理想主义者是很难生存的。",[904,1237,1238,1240,1241,1243],{},[913,1239,997],{}," 不知道哪些事是容易做到",[908,1242,5],{"href":992},"的。最后能生存下来并活得好的其实大多是偏理想主义的。理想主义并不是远离现实，知道如何生存也并不是没有原则。比如，如果哪个真有办法做到绝对没有假货且买卖双方都很方便的话，那这个网站肯定可以超过eBay了。简单但不容易！(2011-03-06)",[904,1245,1246,1247,1249],{},"网友：您说得对，没有哪些事是容易做到",[908,1248,5],{"href":992},"的。",[904,1251,1252,1254,1255,1258],{},[913,1253,997],{}," 我其实还不是很确定淘宝让人卖假货是文化问题还是技术和决心的问题。这次1688的事出来后，基本可以看出来应该是技术和决心的问题。有了决心后，技术可能就是个时间的问题，但要",[908,1256,22],{"href":1257},"\u002Fbashiqingzuodui","往往是非常不容易的。但如果是文化问题的话，那可能在企业的生命周期内都没办法解决。(2011-03-08)",[904,1260,1261],{},"“马云首谈卫哲离职事件：我是在治疗‘癌症’。”(新闻)",[904,1263,1264,979,1266,1268,1269,1271,1272,1274,1275,1277],{},[908,1265,17],{"href":1214},[908,1267,22],{"href":1257},"。发现错马上改，不管多大的代价都是最小的代价。这是我喜欢马云和",[913,1270,915],{},"集团的原因。有强大的",[908,1273,129],{"href":910},"不等于不会做错事。强大的",[908,1276,129],{"href":910},"往往体现在做错的事情的概率相对低，做错了发现得早、改得快。",[904,1279,1280,1281,1284,1285,1287,1288,1291],{},"负责调查的居然是关明生。关明生来自",[913,1282,1283],{},"GE","，早年对阿里",[908,1286,129],{"href":910},"的建立起过巨大的作用。他写过一本书，好像叫《",[913,1289,1290],{},"关乎天下","》，我很久以前曾经浏览过，印象中觉得写得很好且非常实用，值得做企业的人一看(或多看)。(2011-03-25)",[904,1293,1294,1295,1297],{},"“",[913,1296,915],{},"‘二选一’事件。”(新闻)",[904,1299,1300,1301,1303,1304,1306],{},"网友：“",[913,1302,915],{},"CEO卫哲引咎辞职”，这件事是否也说明马云要的优秀的",[908,1305,129],{"href":910},"还没有构筑得很坚固？",[904,1308,1309,1311,1312,1314,1315,1317],{},[913,1310,997],{}," 在",[913,1313,915],{},"里，马云比其他人更有",[908,1316,12],{"href":962},"而已。(2011-03-26)",[904,1319,1320],{},"网友：淘宝的模式本质上无法把控品质和服务等，这是硬伤。从消费者层面，京东是胜出的。",[904,1322,1323,1325],{},[913,1324,997],{}," 如果两者规模相当的话，你可能会得到不同的结论。(2011-12-29)",[904,1327,1328],{},"网友：我认为京东也很牛，京东的理念与亚马逊一致，会是阿里的强劲对手。",[904,1330,1331,1333,1334,1336],{},[913,1332,997],{}," 亚马逊是不错，但美国物流环境好。京东需要建自己的物流，我有点不太懂。目前京东这个规模依然亏钱，感觉",[908,1335,64],{"href":1026},"不是太理想，但没太认真研究过。(2012-02-29)",[904,1338,1339],{},"物流大概要靠大环境了，自己搞物流费力不讨好。京东那个搞法长期是要吃苦头的。(2011-09-27)",[904,1341,1342],{},"那个面对一堆偷井盖的大汉还敢大吼一声的马云，每当想起这个时刻，我心里总有一丝感动。(2018-09-20)",[904,1344,1345],{},"网友：能谈谈京东与亚马逊的区别吗？",[904,1347,1348,1350],{},[913,1349,997],{}," 两家公司我都不太了解。似乎两家公司都是物流公司，而且都不太容易赚钱，但亚马逊似乎在未来要厉害很多。另外，贝佐斯几乎每天回家吃饭洗碗。(2018-09-26)",[904,1352,1353,1354,1356],{},"想象中，因为天猫是厂家的旗舰店，所以应该很难有假货吧？感觉电商",[908,1355,160],{"href":1086},"是无法完全靠自己的力量杜绝假货的，天猫似乎是个不错的办法。哎……因为自己不是消费者，要真的理解它们的生意不容易啊。",[904,1358,1359],{},"网友：是不是投了拼多多的缘故？",[904,1361,1362,1364],{},[913,1363,997],{}," 不是！是因为失望。(2019-06-11)",[904,1366,1367,1368,1370],{},"网友：阿里新的",[908,1369,129],{"href":910},"已经改成“我们不追求大，不追求强，我们追求成为一家活102年的好公司”。如大道所说，阿里已经不追求大了，但是也不追求强，感觉又变得有点问题。我觉得强还是应该追求的，强一般都是指的公司能力。",[904,1372,1373,1375,1376,1378],{},[913,1374,997],{}," 我觉得追求102年的意思就是要",[908,1377,17],{"href":1214},"，就是凡是有违长远的事情都不做的意思。",[904,1380,1381,1382,1384,1385,1387],{},"强和大都是结果，如果有人能一直坚持",[908,1383,17],{"href":1214},"102年，你觉得他们会不强不大么？尤其是那些",[908,1386,64],{"href":1026},"已经很好的公司，想不强不大恐怕都不太可能吧？(2020-09-02)",[904,1389,1021,1390,1393,1394,1396],{},[913,1391,1392],{},"腾讯","在微信限制抖音属于",[908,1395,129],{"href":910},"有问题吗？和阿里的“二选一”区别在哪里呢？",[904,1398,1399,1401,1402,1404],{},[913,1400,997],{}," 阿里的文化里有“让天下没有难做的生意”，我觉得二选一违背了这条，现在改了就好，不然对",[908,1403,129],{"href":910},"传承可能会有副作用。",[904,1406,1407,1408,1410],{},"很多人以为我说的是“二选一”，但我实际上说的是在“让天下没有难做的生意”的文化前提下的“二选一”，我觉得那是和",[908,1409,129],{"href":910},"冲突的东西。别的企业“二选一”是垄断问题，是法律范围内的事情。我觉得阿里是这次罚款的最大赢家，他们终于又可以重新该干嘛干嘛了。(2021-04-12)",[904,1412,1413,1414,1417,1418,1420,1421,1423,1424,1426],{},"网友：我看",[913,1415,1416],{},"OPPO","、",[913,1419,1392],{},"、阿里都对",[908,1422,129],{"href":910},"内容进行过几次升级修改，什么时候应该对",[908,1425,129],{"href":910},"进行更新呢？",[904,1428,1429,1431],{},[913,1430,997],{}," 应该是自己觉得有必要的时候吧。(2021-05-30)",[904,1433,1434],{},"网友：我的大件(除了手机和汽车)都是在天猫购买了。",[904,1436,1437,1439,1440,1443],{},[913,1438,997],{}," 在消费者容易鉴别真假的产品上，天猫没太大优势，比如手机。",[913,1441,1442],{},"苹果","就算在天猫开店也不会和别的地方有啥不同吧？差别大的是那些容易造假又难以马上鉴别的。(2021-12-28)",[904,1445,1446,1447,966,1449,1451],{},"阿里已经掉到我上次买的价钱之下了，但我目前还没有加仓。最近忙着打球，没时间好好看。我觉得我对阿里",[908,1448,64],{"href":1026},[908,1450,68],{"href":1133},"还不是很有底，很难下重注。(2021-12-09)",[904,1453,1454,1455,1457],{},"网友：您觉得阿里和京东谁的",[908,1456,64],{"href":1026},"好一些？",[904,1459,1460,1462],{},[913,1461,997],{}," 以前我觉得阿里好一些，现在觉得它们都不完美，但都还过得去。",[904,1464,1465,1466,1468],{},"仔细想来，非要比较的话，我还是觉得阿里好一点点。不过，我对两家公司的了解其实都不够，尤其是其他电商依然能够起来这点让我挺困惑的，似乎电商的",[908,1467,68],{"href":1133},"不是很宽的样子。我很难下大决心投大比重。阿里现在都跌破上市那天的价钱了。我还是看不太懂。(2022-03-09)",[904,1470,1471],{},"我对京东的了解度是零。(2023-04-07)",[904,1473,1474,1475,1477,1478],{},"电商我老觉得看不透，不知道",[908,1476,68],{"href":1133},"到底在哪里，不知道10年后谁还能活得比较好。比如，我很难理解拼多多厉害的那些东西为什么阿里等不学或者学不像。如果厉害的东西大家都跟着学的话，10年后谁会更厉害呢？苹",[913,1479,1480],{},"果的东西大家想学但学不会。这个世界学不会的东西其实是很少的。(2023-12-10)",[904,1482,1483],{},"网友：愿你出走半生，归来仍是少年！马云教授没变过。我高中时候认识的那个马老师，现在变成香港大学和东京大学的教授了！",[904,1485,1486,1488],{},[913,1487,997],{}," 其实我们都是年轻人！能开大音量听着梦龙唱“I bet my life, I bet mylife, I bet my life on you”的人们都是年轻人！(2023-12-05)",[904,1490,1491],{},"网友：身边用天猫的人确实越来越少，抖音电商和拼多多对阿里的冲击很严重。马云曾经说“拿着望远镜找不到对手”，说得太早了。",[904,1493,1494,998,1496],{},[913,1495,997],{},[913,1497,1498],{},"竞争的真正对手往往只有自己，拿望远镜确实看不到的。(2023-12-09)",[904,1500,1501],{},"我不是太了解电商(包括拼多多)，但我喜欢马云身上的很多东西。",[904,1503,1504],{},"过去我觉得马云很了不起，今天我依然这么觉得，和股价无关。我眼里的马云就是那个骑着自行车随时准备逃跑但依然壮着胆子对着那几个偷井盖的大汉大吼一句的汉子。",[904,1506,1507],{},"这里说的是情怀，不是投资，不是投身家的事情。有一首歌叫作IBetMy Life 一 on you!是梦龙乐队(Imagine Dragons)的歌。我喜欢这首歌，我听这首歌的时候经常会想到投资。这里的bet看起来像是赌，但其实不是的。",[904,1509,1510],{},"网友：觉得马老师选的人有些利润导向，不太重视用户，比如张勇和当年的卫哲。",[904,1512,1513,1515],{},[913,1514,997],{}," 哪个公司都可能有不合适的人，淘汰需要时间和事件。(2023-12-10)",[904,1517,1518],{},"网友：阿里没有好好学拼多多。",[904,1520,1521,1523],{},[913,1522,997],{}," 我不觉得阿里以前想过要学拼多多吧？以后也许会认真研究一下？",[904,1525,1526],{},"拼多多市值超过阿里对阿里的冲击可能是不小的，不知道会不会警醒阿里？话说回来，据阿里的朋友说真正影响阿里的是抖音。从这条消息看，阿里之前对拼多多很可能是不够重视的。(2023-12-11)",[904,1528,1529,1530,1532,1533,919],{},"网友：感觉平常人很难保持",[908,1531,12],{"href":962},"与",[908,1534,216],{"href":1535},"\u002Flixing",[904,1537,1538,1540,1541,1543,1544,1546],{},[913,1539,997],{}," 所以马云说",[908,1542,12],{"href":962},"就是不",[908,1545,12],{"href":962},"哈。对谁都不是件容易的事。",[904,1548,1549,1550,1552,1553,1555],{},"网友：你对阿里“不喜欢”的东西是什么？最早讨论雅虎持有的",[913,1551,915],{},"股份的时候，我记得您没有怎么谈到",[913,1554,915],{},"的“不喜欢的东西”。这是不是有个发现、放大、确认的过程？",[904,1557,1558,1560],{},[913,1559,997],{}," 我对阿里最不喜欢的就是“二选一”，因为那是违背“让天下没有难做的生意”的。“二选一”的宗旨是让阿里的天下没有难做的生意。不过，后来我发现这并不是马云主导的(虽然不是100%确定，但应该也是大概率的了)。雅虎年代，阿里如日中天，价值完全没体现在雅虎上。现在阿里受到各方面影响，价值很可能也被低估了一些。",[904,1562,1563,1564,1566],{},"作为一个做卖期权生意的保险公司，我还是要花点时间考虑一下有没有",[913,1565,1442],{},"以外的保险生意可以做的哈。",[904,1568,1569,1570,1572,1573,1576],{},"网友：前一阵那个",[913,1571,915],{},"和",[913,1574,1575],{},"雅虎","股权纠纷您怎么看啊，遇到这种问题您希望怎么解决矛盾最好？",[904,1578,1579,1581],{},[913,1580,997],{}," 你问的是站在谁的角度？我的还是马云还是巴茨？再说有些矛盾是不需要解决的，一解决就错了，会产生更大的矛盾。（2010-10-08）",[904,1583,1584],{},"网友：我也想知道您站在投资者的角度怎么看这个事情？",[904,1586,1587,1589],{},[913,1588,997],{}," 呵呵，我觉得在拿了别人投资的钱以后再说不需要别人的钱总是不够厚道吧？（2010-10-08）",[904,1591,1592,1593,1595],{},"网友：能谈谈您对雅虎",[908,1594,129],{"href":910},"的理解吗？",[904,1597,1598,1600],{},[913,1599,997],{}," 以前的雅虎文化不太好，有点乱。现在在调整过程当中，至少开始聚焦了。总而言之，雅虎目前还没有很强大的好文化，似乎以后也不容易有。",[904,1602,1603],{},"网友：能否讲讲您对淘宝和京东模式的看法？",[904,1605,1606,1608,1609,919],{},[913,1607,997],{}," 京东的模式好像不复杂，就是砸钱——融资-砸钱的过程。",[913,1610,1611],{},"淘宝说不定有一天会成为中国最大的广告公司的",[904,1613,1614],{},"网友：京东目前没有办法，互联网企业总是这样。",[904,1616,1617,1619,1620,1622],{},[913,1618,997],{}," 建不起",[908,1621,68],{"href":1133},"的话，砸多少钱都是没用的。",[904,1624,1625],{},"网友：看过刘强东的采访，感觉人很踏实，他说京东从不会亏本卖货(除了促销)。",[904,1627,1628,1630],{},[913,1629,997],{}," 除了促销是什么意思？",[904,1632,1633],{},"网友：对比亚马逊、沃尔玛，您觉得它们的模式好吗？",[904,1635,1636,1638],{},[913,1637,997],{}," 你对比一下双方的人数、营业额、利润等指标看看，我没认真研究过。印象中亚马逊的模式不错，但沃尔玛恐怕很难再有更大作为了。",[904,1640,1641],{},"网友：卖了几十个阿里后年1月份到期的puts，收了几万美元。在新东方遭受政策风险市值跌得很惨时，选择相信俞老师，卖了些puts，也收了我觉得不算少的美元。",[904,1643,1644,1646],{},[913,1645,997],{}," 我只是象征性支持，新东方当时也是象征性支持的。阿里要想再现辉煌不容易，面临的问题和困难很多，不确定性很大，但机会可能还在。",[904,1648,1649],{},"网友：大道对孙宏斌认可吗？",[904,1651,1652,1654],{},[913,1653,997],{}," 我跟用很多杠杆的人绝对不是一路的。",[904,1656,1657],{},"网友：我还在一篇报道里看到您说觉得雅虎“怎么看都值30块钱”，是您的原话吗？",[904,1659,1660,1662,1663,1666],{},[913,1661,997],{}," 是的。",[913,1664,1665],{},"我毛估估地认为美国Yahoo大概值15左右，其他投资价值也值15左右（包括Yahoo日本和阿里巴巴集团Yahoo所占部分"," 。）（2010-03-01）",[904,1668,1669,1671],{},[913,1670,997],{}," 昨天好像看到有人问这个，不知怎么搞的不见了，不好意思。",[904,1673,1674],{},"今天正好看超级杯，顺便写几句。",[904,1676,1677],{},"我已经买了不少Yahoo了，如果价位在这附近或更低，我应该还会再买些，就看其他资源调配的情况。我觉得Yahoo便宜的理由非常简单：",[904,1679,1680],{},"1）现有资产情况（美金）：现在Yahoo的市值是215亿左右，现金45亿左右，Yahoo日本和阿里巴巴香港上市公司属于Yahoo的部分大概有100亿左右。所以按市值算，现在买yahoo实际上只要花70亿左右。这里的不确定因素是yahoo日本和阿里巴巴上市部分的市值是有可能变化的。",[904,1682,1683,1684,1687],{},"2）70亿市值（价格）的yahoo值（价值）多少钱？现在yahoo的盈利能力不强，但也有5-7亿／年，",[908,1685,82],{"href":1686},"\u002Fxianjinliu","还要多些。和微软的合作如果开始的话，还可以每年节省5-6亿／年（10年以后不知道，但也不重要），这样的话，yahoo一年的盈利应该在10亿以上。这里的问题是，yahoo的盈利能力能持续吗？和微软的合作会被批吗？",[904,1689,1690,1691,1693],{},"我个人的观点是：现在的CEO在管理和战略上比以前强，而且没有包袱，容易",[908,1692,12],{"href":962},"去做正确的事。处在一个上升的市场里，yahoo现在的策略，我感觉他们的盈利能力没道理下降。至于和微软的合作，我想不出任何欧美政府会反对的理由。",[904,1695,1696],{},"综上所述，yahoo这个价（格）就不贵呀。我看美国很多机构投资者买yahoo的理由也差不多就上面这些。",[904,1698,1699],{},"对了，忘了说淘宝和支付宝。我说不清淘宝和支付宝值多少钱，但好像没那么重要，因为无论值多少都是白给的。不过也不是那么不重要，因为这是我买yahoo的最大理由。",[904,1701,1702],{},"我个人认为淘宝加支付宝可能值500亿。在未来5-10年里市场大概会反映出来的。呵呵，市场的反映永远都是不知道的，也许只要5-10天啊，如果他们明天上市的话。",[904,1704,1705,1708,1709,1712],{},[913,1706,1707],{},"段永平：500亿的猜想"," （",[913,1710,1711],{},"2010-02-09"," ）",[904,1714,1715],{},"网友：不过淘宝加支付宝的那个500亿是咋估计的呢？ebay也只卖300亿呢。",[904,1717,1718,1720],{},[913,1719,997],{}," 我这500亿完全没有科学依据，纯粹拍脑袋的。我只是觉得若干年后淘宝的盈利能力超过现在的ebay是非常有可能的。ebay早期是个非常不错的公司，但由于上市公司的压力，他们犯了一些很奇怪的错误，被amazon抢了不少生意。我对淘宝的担心主要是如果他们太强势的情况下会不会作恶的问题。现在淘宝的成长非常好，但对假冒伪劣产品的打击好像还不够认真。",[904,1722,1723],{},"虽然“国情”是个不错的借口，但如果找不到长期有效的办法去限制和杜绝的话，淘宝有可能会成为一个假冒伪劣产品的集散地，这对在淘宝上认真做生意的大多数商家来讲会有很大伤害，同时也会摧毁淘宝的reputation。不过，以我对马云的认识，我觉得他绝对不是个短视的人，一定会找到办法解决的（或许他们已经找到办法，现在正在实施中？）。",[904,1725,1726,1727,1730],{},"另外，我不认为淘宝会马上上市，因为我实在想不出有什么理由会让他们这么做。但如果现在他们上市的话，市场也许不会给到500亿这么多，如果让我猜的话，我会猜150亿以内。但如果淘宝的盈利模式清晰以后再上市的话，可能结果会完全不同。呵呵，太多如果了。",[913,1728,1729],{},"我猜若干年后阿里巴巴集团或腾讯会是中国最早到500亿，甚至1000亿美金市值的民营上市公司"," 。",[904,1732,1733],{},"（2010-02-09）",[904,1735,1736],{},"网友N：段老大的意思是，即使没有ali集团，现在买入yahoo，也不算亏；这是安全边际所在，所以，是500亿还是200亿，也不那么重要了.....",[904,1738,1739,1742],{},[913,1740,1741],{},"段永平：没有阿里巴巴集团的话，yahoo就不便宜了"," 。（2010-03-03）",[904,1744,1745],{},"网友：YHOO最近一直涨，我之前买的不多，想等它再到15以下的时候补一点儿，最近越来越担心看不到这种机会了，总在犹豫要不要赶紧调集力量把坑占上。学长您认为20块钱的YHOO还算不算便宜货呢？",[904,1747,1748,1750],{},[913,1749,997],{}," 你这是想买涨啊。其实是不是便宜货应该是由每个人根据自己的机会成本来定。我个人觉得20块的yahoo也算过得去，但我未必会买了。当然手里如果确实还有多余钱，又没有更好的目标时，还是可以考虑的。我手里yahoo已经够多的了，但如果还有机会更便宜的话，我还会再来一些的。（2010-03-11）",[904,1752,1753],{},"网友Y：有条件可以控股雅虎。“人”“财”兼备。",[904,1755,1756,1758],{},[913,1757,997],{}," 呵呵，现在我有200亿我就把Yahoo买下来。（2010-03-26）",[904,1760,1761],{},"网友：段总：请教下如何分析yahoo，看看它的业绩实在不怎么样，它所拥有的股权除了阿里巴巴以外还有哪些？能否计算出价值？怎么得到30多美金／股的结论？",[904,1763,1764,1766],{},[913,1765,997],{}," 大概说下：",[904,1768,1769],{},"每股（都是大概数，没细算过）：现金3，yahoo以外上市部分属于yahoo的部分（包括yahoo Japan约30%和阿里巴巴B2B香港上市部分约30%）4.6+2.1=6.7。",[904,1771,1772,1773,1775],{},"yahoo本身现在的",[908,1774,82],{"href":1686},"大概有每股1.4\u002F年，估计盈利大概在0.8左右，在Internet这样一个成长的市场里，yahoo的广告总量还是有很大可能成长的，所以我给这部分12倍的pe（这里给多少都可以，看每个人对他们业务的理解），这就是9.6。以上总和是3+6.7+9.6=19.3。",[904,1777,1778],{},"所以我认为yahoo现在的市场的fair price大概就在18-20块之间，所以我认为yahoo不贵。",[904,1780,1781],{},"另外，yahoo拥有40%阿里巴巴集团的股份（所有没上市部分，包括淘宝，支付宝还有他们的妈妈等），我也不知道那一块到底值多少钱，反正是送的。如果整个阿里巴巴没上市这块值到500亿的话，yahoo就一定在30块以上了。如果值200亿的话，yahoo大概值25-6块。",[904,1783,1784],{},"不管大家对淘宝的前景怎么看，我对美国大部分投资者的理解是他们根本还没开始看淘宝呢。也许这才是yahoo可以便宜的机会吧。等个几年之后，也许大家就慢慢注意到那一块了。（2010-04-03）",[904,1786,1787,1790],{},[913,1788,1789],{},"段永平：阿里巴巴的企业文化是我在中国企业里迄今见到的写的最好的企业文化。拥有这么好的企业文化再加上已经找到的这么好的生意模式，阿里巴巴想不成功都不容易啊。这也是我愿意买Yahoo的最重要的原因！"," （2010-04-04）",[904,1792,1793,1794,1797,1798,1801],{},"网友X：段总你好：请问——以上总和是3+6.7+9.6=19.3你这里算的现金3，是去掉",[908,1795,58],{"href":1796},"\u002Ffuzhai","后的",[908,1799,73],{"href":1800},"\u002Fjingxianjin","吗？谢谢！",[904,1803,1804,1806,1807,1809],{},[913,1805,997],{}," 我说现金一般就是指",[908,1808,73],{"href":1800},"，不然就不知道什么意思了。（2010-04-06）",[904,1811,1812],{},"网友：跟风买YAHOO，把钱分成3份，每跌1块钱买1份。",[904,1814,1815,1817],{},[913,1816,997],{}," yahoo就是个例子，里面还有很多变数，自己好自为之。看了查理宝典之后，总觉得对我而言，yahoo并不是最理想的投资。（2010-05-16）",[904,1819,1820],{},"网友：请问“看了查理宝典之后，总觉得对我而言，yahoo并不是最理想的投资”这句话怎么理解？",[904,1822,1823,1825],{},[913,1824,997],{}," 呵呵，我也觉得这种产品市场的变化很多。买yahoo的假设前提是yahoo本身不能出太大的问题，比如不能亏钱（现在看起来一时半会好像确实不会，但10年以后就不知道了）。理想的目标是自己能觉得自己能清楚地看到10年或更长时间。对阿里巴巴，我觉得10年以上我不太担心，但yahoo本身却说不清，有一些问题。",[904,1827,1828,1829,1832],{},"呵呵，最理想的就是可以",[908,1830,114],{"href":1831},"\u002Fzhangqichiyou","，永远不想卖的股票（老巴讲的）。（2010-05-16）",[904,1834,1835],{},"网友：想和段总探讨一下，雅虎有什么优势么？",[904,1837,1838,1840],{},[913,1839,997],{}," 我想我从一开始就说的很清楚，我买yahoo是为了买淘宝和阿里巴巴集团。所以yahoo只要过得去就可以了。（2010-06-01）",[904,1842,1843],{},"网友S：段大哥，其实我现在心里最没底的地方在于虽然知道阿里巴巴集团很值钱，但是值钱到什么地步，没有数据可以估计。",[904,1845,1846,1848],{},[913,1847,997],{}," 用一用他们的产品，看一看他们的市场。（2010-07-25）",[904,1850,1851],{},"网友：通过这次团购和b2c的寒冬，会加大电子商务的集中度，获益者就是淘宝系，日均3万到4万的交易额，或许用不到十年。",[904,1853,1854,1856,1857,1860],{},[913,1855,997],{}," 日均3w到4w的营业额？",[913,1858,1859],{},"我说的可是一年3w到4w亿的营业额啊"," 。（2011-10-03）",[904,1862,1863],{},"网友J：我想大道用非常便宜的价格买了个一般的公司——yhoo。不知这么想对不？",[904,1865,1866,1868,1869,1871],{},[913,1867,997],{}," 这个说法可以接受。从未来",[908,1870,82],{"href":1686},"折现的角度看，这公司的未来有点不太靠谱，最值钱的未来都会被不懂事会卖掉，所以最后不会成为特别好的投资。（2012-02-08）",[904,1873,1874],{},"网友：段总美国雅虎业务还能维持多少年啊？",[904,1876,1877,1879],{},[913,1878,997],{}," 这个价钱下这个问题其实没那么重要。雅虎的生意应该还可以维持很多年，但很难有成长。（2012-02-25）",[904,1881,1882],{},"网友B：阿里应该值1000亿美金，就淘宝一年就应该赚个上百亿Rmb，不过我觉得淘宝不应该是未来电子商务的主流，毕竟效率低，我了解很多做淘宝还是家庭作业经营，未来电商还是应该是苏宁，京东等btc主导。",[904,1884,1885,1887,1888,1891],{},[913,1886,997],{}," 只赚100亿rmb是不可能值1000亿美金的。",[913,1889,1890],{},"我的意思是阿里早晚能赚一年100亿美金以上，这个数字可能在5年左右就能看到了"," 。（2013-03-20）",[904,1893,1894],{},"网友：是不是投了拼多多的缘故？当年3Q大战，腾讯也是逼着大家二选一，后来你也投了腾讯。",[904,1896,1897,1899],{},[913,1898,997],{}," 不是！是因为失望。（2019-06-11）",[904,1901,1902],{},"网友：有一家消费零售领域和云计算绝对龙头公司（并且还持有绝对龙头的互联网金融科技公司30%股份），消费行业本身就是一个长期稳定增长的公司，几乎不会受什么XX战影响，经济再怎么不行，消费行业必须行。这家公司在消费零售领域未来五年能保持20%左右增长，云计算也处于快速增长阶段，未来肯定也肯定能盈利的。",[904,1904,1905],{},"但是，由于这家公司短期大力投入新零售、云计算、未来健康／快乐行业、创新等，导致短期利润率降低，结合子虚乌有的XX战担忧，华尔街短期用脚投票，股票大跌。拨云见雾，直面本质：公司虽然短期投入导致了利润率降低，但是，投入的一些优质业务未来还是会有很好的发展，能够慢慢释放利润（比如云计算、新零售等）。",[904,1907,1908],{},"目前，这家公司核心消费零售领域利润实际上已经达到200亿美金左右，只是被很多亏损的业务拉低了净利润。看得长远，方能不被短期小问题干扰，如果你往后看五六年，随着投入的一些业务慢慢成熟、释放利润，这家公司年利润大概率接近500亿美金，那时，你愿意给多少估值。目前这家公司估值4000亿美金，你觉得是一笔确定的投资吗？",[904,1910,1911,1913],{},[913,1912,997],{}," 我看企业一般先看企业文化和商业模式。当我看到“二选一”这种“让自己的天下没有难做的生意”的企业文化时，我决定卖出了自己的股票。（2019-06-11）",[904,1915,1916,1730,1919,1922],{},[913,1917,1918],{},"段永平：我就是看完这段后也决定跟卖了",[913,1920,1921],{},"我同意老巴的观点，这个生意变了。"," 不过，老巴动作快，我这次慢半拍，现在才卖了一半，估计还要一个多月才能卖完。（2020-05-30）",[904,1924,1925],{},"网友：马云说长相和事业成反比，我也很认同。",[904,1927,1928,1930],{},[913,1929,997],{}," 那要看干什么事业。",[904,1932,1933,1935],{},[913,1934,997],{}," 我猜若干年后阿里巴巴集团或腾讯会是中国最早到500亿，甚至1000亿美金市值的民营上市公司。（2010-02-09）",[904,1937,1938],{},"网友：对不起段老师，只是实在看不惯马云上班的时候老拿着一根鞭子，和您的和蔼相亲大相径庭。",[904,1940,1941,1943],{},[913,1942,997],{}," 呵呵，说我和蔼可亲可能是来源于对我的误解吧？在原则问题上我也很严厉。我倒觉得马云比我要和蔼可亲些，他还挺能搞气氛的，我比不了。（2010-04-04）",[904,1945,1946],{},"网友：今天在图书馆看了一本98年出的关于Carol Bartz的书，感觉她的思路很清晰，企业毕竟都是人做出来的，我觉得Esquire这篇文章里Carol举的苹果例子还挺好的，苹果前几年也是没啥创造力。",[904,1948,1949,1951],{},[913,1950,997],{}," Carol是我最后下决心买yahoo的原因之一，至少觉得她有机会不把yahoo继续往深渊里带。投资就是这样，很难找到一个完美的目标。（2010-05-05）",[904,1953,1954],{},"网友：段总如何看待：卫哲离职这件事情，以及马云的公开信？",[904,1956,1957,1959],{},[913,1958,1106],{}," ：做对的事情就是--当发现错了就尽快改，不管多大的代价都是最小的代价。没觉得马云这样做有什么不对。（2011-02-21）",[904,1961,1962],{},"网友：相对于马云来讲，段永平先生更值得大家去学习和效仿，或者说段先生更接近大众，更有地气。只要你坚持底线，坚定去每天进步一点点，大家都有希望成为下一个段先生。如果换一个环境换一个时间段先生我想还能成为段先生，但马云却不一定能成为再成为现在的马云（没有贬低的意思）。",[904,1964,1965,1966,1969],{},"国人更喜欢榜样，马云就是榜样，但实际上最好的榜样是优秀的品质，只要拥有诚实，善良，坚定，",[908,1967,191],{"href":1968},"\u002Fnaixin","，理智等很传统的东西，加上一点好的运气，每个人都能成就一个事业，包括我自己这十年天天无所事事，我认为我都过得还不错。",[904,1971,1972],{},"马云从小就立志成为榜样，现在已经是了，但如果能从更长的时间（比方说百年）来看，那么你会发现最大的榜样是按部就班慢慢来的人，实际上这样的人往往在当时还并不是榜样，段先生就是一个，其实段大哥在我人生中给我最大的启发就是做自己就好，其实这样做下去就会成为榜样，而榜样就应该是自己，是自己的品格，坚毅有耐心，诚实和善良。",[904,1974,1975],{},"几千年我们一直在寻找各种各样的榜样，结果是我们进入了一个又一个陷阱，没有榜样的世界才是最好的世界，我们的榜样是一切优秀的品质，我们的榜样是遵守自然的规律，但绝不应该是一个活生生的人。",[904,1977,1978,1980],{},[913,1979,997],{}," 马云是我最欣赏的企业家。或许是我自己觉得我们对企业文化的理解在很多地方高度相似吧，但他的实施和表达在很多方面确实要强很多。",[904,1982,1983],{},"我不知道“榜样”的定义是什么，好像心里也没有个榜样。学习某个人并不是想要成为某个人，因为谁也不可能成为某个别人。我觉得其实也没有谁比谁更值得学习的说法，因为每个人从别人那里学到的应该是能够提高自己的东西。",[904,1985,1986],{},"我其实也有一些比马云强的东西，比如乒乓球或高尔夫，呵呵。所谓学习并不是“去其糟粕取其精华”式的学习，那样的学法只能让自己在自己原来的圈子里打转转，因为人们往往不知道哪些东西是精华。",[904,1988,1989],{},"补充一点，如果让马云从头再来一次，他依然有很大的概率再成功，我也差不多。如果你能静下心来好好看看马云，你也许能学到很多东西的。（2011-10-01）",[904,1991,1992,1994],{},[913,1993,997],{}," 昨天也去听了。马云讲得非常好，而且是用英语，真是厉害！",[904,1996,1997],{},"自己骑自行车去的，半道居然没气了，差点没赶上。（2011-10-01）",[904,1999,2000],{},"网友Z：段总，说说我们应该怎样的学法！",[904,2002,2003,2005,2006,2009],{},[913,2004,997],{}," 不知道，这都是猿粪的事。有点像学",[908,2007,52],{"href":2008},"\u002Fjiazhitouzi","，其实是学不会的，但有悟性的人可以提高而已。反正每次和马云聊天我都有不少收获，他看问题的角度经常确实很独到，确实思考得很深入。人们（经常包括本人在内）一般很难open自己去学习别人，即使对方做得很好也老是想办法给自己找个不用学他的借口，有趣得很。（2011-10-02）",[904,2011,2012],{},"网友：马云岂止是个理想主义者，简直是个梦想家。最不可思议的是他能把这变为现实，这就很厉害。属伟人级别，为啥有教师背景的都那么优秀。",[904,2014,2015,2017],{},[913,2016,997],{}," 单纯的理想主义者走不远，单纯的现实主义者做不大。马云两个都是。这和教师背景未必有关吧？（2011-10-02）",[904,2019,2020],{},"网友S：对马云陡升敬意。",[904,2022,2023,2025],{},[913,2024,997],{}," 在中国企业家里，马云是我最佩服的，不是之一。（2013-01-12）",[904,2027,2028],{},"网友K：能简单地说下是什么原因让您这么看重马云？",[904,2030,2031,2033],{},[913,2032,997],{}," 我不明白为什么人们不看重马云，不知道大家认真看了没有。（2013-01-13）",[904,2035,2036,2038],{},[913,2037,997],{}," 也许这个视频可以告诉大家为什么我喜欢马云。经常有人告诉我马云如何如何的。Frankly，我是见过世面的人，I'm not that stupid，OK？",[904,2040,2041],{},"网友G：段大哥批评我太给力了，我有点明白自己“糊涂”在哪里了，比如：某掌柜把四鹿牛奶从三亿做到三百亿，后来产品里有三聚氰胺把顾客给吃坏了，东家觉着不对，不用掌柜了。您说的大是大非就是三聚氰胺，与从三亿做到多少没关系。",[904,2043,2044,2046],{},[913,2045,997],{}," 哈，你明白了。（2011-03-02）",[904,2048,2049],{},"网友G：抱歉上个帖子我没有表达清楚，我是想说现在好多掌柜都是骗吃骗喝不做事，临走了嘴里还要嘟嘟囔囔讲东家的不是，可卫先生没有这样做。那个公开信里也讲了，他并没有参与其中，并且也处理过部分违规的商家及员工，估计是手段软了、不坚决。现在他背着一身骂名辞职谢罪，也没有埋怨东家，算是做得不错了！",[904,2051,2052],{},"要说责任，最大东家责任大了，第一时间知道公司有欺诈行为，就该严肃警告掌柜并让其迅速处理，一并给受损客户鞠躬致歉，还有合理赔偿。（丰田先生对着镜头也鞠躬了。）",[904,2054,2055,2057],{},[913,2056,997],{}," 你前面说的够清楚。看来你确实没原则，属于不太明白大是大非的那种。马云确实比你强多了。",[904,2059,2060],{},"网友H：卫哲是马云一手找来聘用和扶植起来的总裁，说明马云是认可卫哲的，并合作了5年以上，相互应该是非常了解的，发生了问题，是否也可以采取改造而非消灭的方式呢？马云的做法似乎也给天下职业经理人一个过河拆桥，卸磨杀驴的感觉。",[904,2062,2063,2065],{},[913,2064,997],{}," 你的意思是让人搞垮阿里巴巴以后再处理会好些？那时候就不是卸磨杀驴了，可能是卸磨杀马。（2011-03-01）",[904,2067,2068],{},"网友G：段大哥，其实在中国目前的大环境下，卫先生做得已经非常棒了。让职业经理人每天做改善人才留存环境、帮企业完善制度、改进标准以及提高消费者体验度、给同事灌传企业文化等等这些工作，试想想哪个不是慢活、累活、得罪人的活，而且不能直接出成绩，真正是劳神、劳身、费时间。能做到“无他、无我”这样的东家已经是凤毛麟角了，何况是掌柜了。",[904,2070,2071,2073],{},[913,2072,997],{}," 我不能理解的是为什么这种欺骗公司可以在哪里存在那么久，难道没有投诉？这种零容忍的行为居然被容忍了这么久你居然还觉得不错？那你还有没有原则了？（2011-03-01）",[904,2075,2076],{},"网友H：据郭广昌说，马云早在2010年年中就给郭广昌说要在阿里巴巴消灭职业经理人，开始郭广昌还不太明白马云的本意，怎么要消灭职业经理人呢？后来理解职业经理人应该站在股东企业家的角度去实施管理。可见马云可能早有了炒掉卫哲的想法，只是由于这个事件而选择了这个时机而已。",[904,2078,2079,2081],{},[913,2080,997],{}," 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