报告指出，淘宝大多数用户都有支付宝账户，并已经习惯这一付款方式，因此认为微信支付的引入，不会显著改变现有购物者的行为，然而淘宝可能会获得一些利益。Nomura believes that the introduction of WeChat Pay will not significantly change the behavior of existing shoppers, but Taobao may reap some benefits.
The Zhitong Finance App learned that Nomura released a research report stating that Tencent Holdings (00700) was given a target price of HK$478. Alibaba-SW (09988) recently announced that Taobao will soon join “WeChat Pay.”
The bank believes that the above actions will have little impact on Alibaba or Tencent, unless Tencent can take the same mutually beneficial measures to integrate Alibaba into its WeChat ecosystem and treat it the same as JD and Pinduoduo.
The report points out that most Taobao users have Alipay accounts and are used to this payment method. Therefore, it is believed that the introduction of WeChat Pay will not significantly change the behavior of existing shoppers, but Taobao may reap some benefits.
