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(Reuters) — China’s tech giants Alibaba Group Holding and Tencent Holdings,
worth a combined $1 trillion, are on a retail investment binge, forcing
merchants to choose sides amid a battle for shoppers’ digital wallets.
(路透社)——中国的科技巨头阿里巴巴集团和腾讯控股，价值合计1万亿美元，正掀起一股零售投资狂潮，迫使商家在争夺消费者数字钱包的斗争中选择立场。
Since the start of last year, the two companies have between them spent
more than $10 billion on retail-focused deals, boosting their reach online and
in brick-and-mortar stores.
自去年年初以来，这两家公司在面向散户的交易上花费了逾100亿美元，在网上和实体店都实现了扩张。
The aggressive drive, supported by large cash piles and soaring share
prices, is part of a battle to win over consumers and store operators to the two
firms’ competing payment, logistics, social media and big data services.
这一激进的举措，在大量现金储备和股价飙升的支撑下，是一场争夺消费者和存储运营商的战役的一部分，目的是为了争夺这两家公司的竞争对手支付、物流、社交媒体和大数据服务。
The result: fewer and fewer retailers left without allegiance to either
Tencent or Alibaba.
其结果是：几乎所有零售商不是选择和腾讯合作，就是选择和阿里巴巴合作。
“All of the retailers in the brick-and-mortar world are very worried.They
have to take a side,” said Jason Yu, Shanghai-based General Manager of market
research firm Kantar Worldpanel.
“所有实体店的零售商都非常担心。市场研究公司凯度消费者指数驻上海的总经理Jason Yu说：“他们必须站队二选一。”
“Otherwise they are afraid they will be eaten alive in the future.”
“否则，他们担心将来会因为不识时务而淘汰出局。”
Alibaba is China’s top e-commerce player and its affiliate Ant Financial
leads in mobile payments.Tencent’s strengths lie in social media, digital
payment and gaming.It also has a major stake in the second-largest online
retailer, JD.Com.
阿里巴巴是中国最大的电子商务公司，它在移动支付领域的合作伙伴是蚂蚁金服。腾讯的优势在于社交媒体、数字支付和游戏，还在第二大在线零售商京东商城中占有重要的股份。
Tencent and JD.com have a growing range of allies, including French grocer
Carrefour, which has announced a potential investment from Tencent, and U.S.
retail giant Walmart, which has a stake in JD.com.
腾讯和京东的盟友越来越多，其中包括法国零售商家乐福，后者宣布了腾讯和美国零售巨头沃尔玛的潜在投资，并拥有京东股份。
Tencent also bought a stake in Yonghui Superstores, apparel retailers
Vipshop Holdings and Heilan Home, mall operator Wanda Commercial, and this month
snagged a strategic tie-up with grocer Bubugao.
腾讯还收购了永辉超市、服装零售商唯品会和海澜之家，以及商场运营商万达商业地产的部分股权，并于本月与零售大佬——步步高商业股份有限公司达成战略合作。
In the other corner is Alibaba, which has invested even more heavily in
Suning.com, Intime Retail, Sanjiang Shopping Club, Lianhua Supermarket, Wanda
Film and IKEA-like home improvement store Easyhome.
另一方面是阿里巴巴，重金入股苏宁云商，银泰、三江购物、联华超市、万达影视和类似宜家的居然之家。
Key to the battle is China’s nearly $13 trillion mobile payment market,
where Alibaba and Tencent are going head-to-head.Alibaba took a 33 percent stake
in its payment affiliate Ant Financial this month ahead of an expected mega
IPO.
这场较量的关键是中国近13万亿美元的移动支付市场，阿里巴巴和腾讯正展开正面交锋。阿里巴巴本月收购了其支付子公司蚂蚁金服33%的股份，预计将进行大规模IPO。
Ant operates China’s top mobile payment platform, Alipay, while Tencent’s
payment system on its hugely popular Weixin chat app is catching up fast.Both
firms are also making a big push in cloud computing and data.
蚂蚁运营着中国最大的移动支付平台——支付宝，而腾讯在其广受欢迎的微信聊天应用上的支付系统正在迅速赶上。这两家公司也在云计算和数据方面做出了巨大的努力。
“I think for payment (the retail push) is a very critical part because it’s
almost a gateway,” said Yu.Brick-and-mortar stores in China account for about 85
percent of retail sales, creating a huge lure for tech giants.
“我认为支付(零售推广)是一个非常关键的部分，因为它几乎是一个入口，”Yu说。中国的实体店约占零售总额的85%，这对科技巨头来说有着巨大的吸引力。
“That’s the pot that Alibaba, JD.com and even Tencent want a slice of,” Yu
added.“That’s the majority of the business where they can actually look for
future growth.”
“这是阿里巴巴、京东甚至腾讯都想要分得一杯羹的地方，”余华补充道。“这是他们能够真正寻找未来增长的大部分业务。”
In return, the physical stores get access to payment systems, logistics
networks and other services — not to mention the reams of data on consumers that
the tech firms control.
作为回报，实体店可以获得支付系统、物流网络和其他服务——更不用提那些科技公司控制的消费者数据了。
Alibaba invested $486 million this month in a retail-focused big data firm,
saying the deal meant it could better “help brick-and-mortar retailers succeed
in the digital age.”
阿里巴巴本月在一家专注于零售的大数据公司投资了4.86亿美元，称这笔交易可以更好地“帮助实体零售商在数字时代取得成功”。 |
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发表于 2018-2-26 21:55:12