Sina, Tencent's Next Real Enemy

We were reporting that Sina Weibo is taking away Kaixin001’s traffic as they all mainly target at white-collar class at this moment. Tencent QQ’s users are more grassroot which sounds like no overlap with Sina’s target, and 50millions users of Sina Weibo is nothing comparable to QQ’s user base (latest data shows QQ’s online users at one time has reached 120millions.). But, if you still remember that, when Kaixin001 smashed into the market, many experts were thinking of its potential threat to Tencent as they believe QQ’s users will eventually grow up one day and potentially become white-collar class, now we may have the same reason to say, Sina could be Tencent’s next enemy, and this time, the threat might be more real and tougher because Sina has much stronger background and resource, and more important, it is more open.

Let’s just do a quick review of what Sina has been doing in past a few months:

Nothing serious, yet. But as Pony Ma said recently, I am feeling the threat everyday.

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