2023 Outlook for the Internet Platform Industry

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ziaur07
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Joined: Tue Jan 24, 2023 11:33 am

2023 Outlook for the Internet Platform Industry

Post by ziaur07 »

Due to the further decline in the valuation center in 2022, especially in March this year, the entire Internet industry has been affected by multiple negative factors such as the start of the Fed’s interest rate hike cycle, the start of inflation expectations in Europe and the United States, turmoil in international relations, the rise of domestic epidemics, and weak performance. Rationality slumped to historic lows. However, in the second and third quarters, the Internet industry as a whole experienced a cycle of cost reduction, efficiency increase and performance recovery, and most companies ushered in a relatively obvious rebound. 2023 Outlook for the Internet Platform Industry Looking into the future, the market still has not come out of the overall pessimistic mood, but we believe that whether it is from the macro historical cycle of the Internet industry, technological evolution, monetary and economic policies, or micro corporate business trends, we maintain optimistic expectations .

The worst time for the Internet industry may have passed, and 2023 will be the year of bottoming out and rebounding. Of course, the reversal has not yet come, so we should not be blindly optimistic and expect too much. 1. How do we view the value of the Internet platform economy 1. The business model of the Internet platform has actually existed for a long time The so-called platform economy is all New Zealand Mobile Number List about matching supply (merchants, developers, house sellers, recruiters, creators, craftsmen) and demand (consumers, house buyers, job seekers, audiences, readers). This kind of matching based on supply and demand actually existed before the advent of the Internet. For example, commercial real estate, Wal-Mart, Carrefour, Suning, Gome, and even wholesale markets, vegetable markets, TV stations, and taxi companies can all be regarded as a platform model. Wanda does not produce anything for food, drink, entertainment, and any goods and services in its shopping malls are provided by third-party merchants.

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On the shelves of Wal-Mart, Carrefour, Suning, and Gome, the products are actually stored in these stores by suppliers in the form of inventory. In many cases, the staff in front of the display cabinets of each brand are not from any of the above platform companies, but from the brand. own staff. The operating model of taxi companies is no different from that of Didi. They only rely on fixed fees such as rent and rent, while Didi mainly uses commissions and advertising as its main income model. The TV series are not shot by themselves, but by a third-party production company. The TV station broadcasts attractive advertisements, buys out or distributes the advertisements to the production company, and the operation mode of today's video and short video platforms is completely the same. If you think about it carefully, in fact, banks and real estate are also platform economies. They do not really own funds and land. The "suppliers" of banks are depositors, and the "consumers" are borrowers.
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