$TENCENT (00700.HK)$$BABA-W (09988.HK)$ The Internet platfo...

In addition to Taobao which does not support WeChat, most of the other apps of Ali already support WeChat payment. WeChat can also open Douyin links and Taobao links.

Interconnection is good for Taobao, WeChat, and Douyin, but who is more good for?

For Douyin, just continue to produce high-quality content to get more traffic from WeChat, such as Kuaishou's sinking market users.

For Taobao, off-site traffic can be obtained from WeChat and Douyin platforms. Although the traffic port may be left on Douyin and WeChat in the long-term, the short-term benefits are obvious. This is the reason for the surge in Alibaba's Hong Kong stocks.

For WeChat, merchants will divert the traffic of Taobao and Douyin to WeChat, and maintain the relationship between users through private domain operations, thereby improving the repurchase rate and monetization efficiency.

If it is truly fully open, the above logic makes sense. Both Douyin and Taobao have gained new increments, WeChat's social relationship will be more stable, and WeChat Pay's share may soon surpass Alipay.

Of course, the links to Douyin and Taobao can only be shared to WeChat and can be opened, but the display effect is not very good.

The most important part of Internet products is user experience. Without a good experience, even if it is open, users may not use it frequently.

For example, WeChat now opens the Taobao product link instead of opening it directly, but first prompts the risk of the external link, and then logs in to the Taobao account before you can enter to view the product.

The situation after opening the Douyin link on WeChat is similar to Taobao. It also prompts the risk of external links before opening the video.

However, the situation of Douyin and Taobao are still different. Douyin can jump directly to the Douyin APP, and Taobao must log in, otherwise you can't do any subsequent operations.

Under such a user experience, the experience of WeChat linking into Taobao shopping is really not as convenient as opening the Taobao APP directly.

Compared with JD.com, JD.com links can be opened directly, and can be directly authorized to log in through WeChat. JD.com and Pinduoduo also support direct jumps.

Is it because Alibaba does not want users to have a good user experience on WeChat? Or does Tencent still do not want to open it completely? This question is unclear.

Complete opening is good for Alibaba in the short term, but in the long run, if the user experience on WeChat is too good, users may develop the habit of opening Taobao from WeChat. What is the value of the Taobao platform?

In any case, after the full opening of the external chain, it can indeed solve some of the traffic monopoly problem, but no matter how fierce the competition is, it is always good for the head company.