The internet, which has always had a three-foot wave, is relatively calm today.

This afternoon, Tencent officially announced strategic investment public Comment network, accounting for about 20% of the shares. After the completion of the transaction, the founder, CEO Zhang as the core of the mass comment team will continue to operate independently. Its merchant information, consumer reviews, group buying, restaurant online booking and other local life services, will be with QQ, micro-mail and other Tencent products. 15:30, the public comment on the portal has appeared on the micro-letter platform.

Such a big thing, but a few comments, not as good as everyone together, black Horse + + gung-A. Because the news has been leaked early last weekend! Shares, micro-letter import resources are exact. All the media, since the media should be sprayed, there is no new posture. Moreover, the press conference, veteran Penguin President Lau did not give reporters what ammunition opportunity.

Such a big news, the direct impact of Tencent's stock price of a different move. On the first trading day (February 17), Tencent's share price rose by about HK $20, a more than 37 billion rise in the year. As the "Stock King" of HKEx, Tencent holding should carefully investigate. Many people know that the message was deliberately leaked by a stakeholder. Exactly who? Write down the legal responsibility, guess.

There is no material, but this is O2O top priority. The body is big, as a veteran, guest from the media, private and high-level chat with the parties (comments for the main party declined). The following simple summary of the personal views of TA, the narrator attached to my interpretation. The name must be hidden, you know.

One, Tencent a high-level: "In fact, the most important message is that Tencent respects the public comment on the desire to develop independently." This is the same as our strategic injection dog, since the vote is to believe that the entrepreneurial team to do their own good. This is the obvious difference between us and other giants, and they all want to hold. ”

(Narrator: The visual is because of this reason, Baidu failed to discuss with the public. Last year, a variety of news showed that the two sides are secretly negotiations, was Pingwest reported after the denial. Tencent after the injection of new sogou growth good, it appears that Ma is ready to replicate the "type of Sogou mode." But the model is not good or bad, the result is final. ）

Second, a high level of Alibaba: "We think that the development momentum of the public comment is not as good as the United States Regiment, so very calm." Say how the micro-letter how to cool, micro-life did not do it? Why does Tencent have to buy a public comment? The advantages of our O2O layout will not change. ”

(Narrator: It is said that the general public comments on the current financial data, and the United States to finance the decisive battle, so the 2 billion U.S. dollar valuation is not high. Now Tencent money out of the gun (micro-trust important import Resources), the rearmament will start again. And taxi software yesterday staged the crazy bidding ranking war, ah Q Mobile agent war everywhere. ）

Third, a high level of Baidu: "Who said we in O2O this piece behind AH?" The map is a very important entrance, Ali bought the gold may not necessarily be able to carry, the public comment on the embedded map is also used in gold. Besides, we have glutinous rice and we'll see. ”

(Narrator: Now from group buy to map, the big Three have a complete layout.) Billion European network co-founder, O2O analyst Huang even think, "at present in O2O Direct Line ability aspect, three big giant inside Baidu is strongest, Tencent second, Ali weakest." ”）

Four, the United States Group of a high-level: "Last year, Baidu pack glutinous rice, the United States Regiment said calm." Now, Tencent package support comments, we are still very calm ah. O2O this thing, not spell money, spell resources, otherwise bat why all have to spend so much money to buy. ”

(Narrator: In fact, last August, reviews to enter the three or four-line city to the United States Group launched a public relations war, but not much effect. At today's release meeting, one of the two goals that the public reviews said was "infiltration from the one or two-line city to the three or four-line city". In the 2014, the more intense confrontation between the two sides will be launched, and even a preemptive one will be listed. ）

Finally summed up a few words, is my three reminders:

Firstly, the link mode failure and time fragmentation on PC lead to the mobile traffic situation. In fact, for bat, their layout o2o more emphasis on whether the investment object can bring more mobile "scenarios". If there is, it is not bad money! So where is the entrepreneurial opportunity? A little direction.

Second, the O2O's giant layout will soon be over. BAT in 2004 years or so after the establishment of advantages, this "seven-year itch" basically all. It is very good to move this wave up, micro-bo, gold, American group, reviews and they have been bought. But the charm of the internet is constantly new things, when Chen a boat to get soft silver investment also said that "social warfare is over", do not be pessimistic.

Third, traditional industries do O2O don't put eggs in a basket. Yesterday, Taobao blocked micro-letter port so many small and medium-sized enterprises shocked, they have to pay training has not done, now the public comment is not necessarily with the high tak. Spread the risk, on each platform. But also dare to try emerging app, that year the United States Regiment, comment not all so come over?

O2O, a trillion-scale market. The undercurrent surges and changes violently. 2014 is definitely "China 020 year Year", must continue to study, please pay attention.