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表11、PayPal和蚂蚁金服支付宝业务模式对比
表11、PayPal和蚂蚁金服支付宝业务模式对比
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【研报】TMT行业:蚂蚁集团系列报告(一)支付宝是如何练成蚂蚁金服的?-20200827(30页).pdf
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彼得·泰尔与马斯克创办Paypal
fCDlm74gfCDlvbzlvpfCt+azsOWwlOS4jumprOaWr+WFi+WIm+WKnlBheXBhbCB8CnwgOi0tOiB8IDotLSB8CnwgUGF5UGFsIHwgIHwKCui1hOaWmeadpea6kO+8mue+jumAmuekviwgSFRU
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行业数据
2025-08-08
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稳定币交易频次已经超过Visa、PayPal等传统支付方式(亿次)
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行业数据
2025-07-25
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Paypal截至2024年底的经营数据
fCA0MzQgbWlsbGlvbiB8ICQxLjY4IHRyaWxsaW9uIHwgMjYgYmlsbGlvbiB8IDI0LDQwMCB8CnwtLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS18LS0tLS0tLS0tfAp8IEFjdGl2ZSBjb25zdW1lciBhbmQgbWVyY2hhbnQgYWNjb3VudHMgfCBUb3RhbCBwYXltZW50IHZvbHVtZSB8IFBheW1lbnQgdHJhbnNhY3Rpb25zIHwgRW1wbG95ZWVzIHwKCui1hOaWmeadpea6kO+8mlBheXBhbOWumOe9ke+8jOWbveebm+ivgeWIuOeglOeptuaJgA==
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行业数据
2025-06-25
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2021年PayPal成本构成
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行业数据
2023-02-21
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PayPal致力打造推动全球数字经济发展的综合平台
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行业数据
2023-02-21
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2021年PayPal成本构成
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行业数据
2022-08-25
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eBay对PayPal收入影响
fCDml6XmnJ8gfCBlQmF55Lia5Yqh5Y2g5q+U5oC75pS25YWlIHwg5oC75pS25YWl5aKe6YCfIHwg5YmU6ZmkZUJheeS4muWKoeaAu+aUtuWFpeWinumAnyB8CnwtLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tfAp8IDIwMjBRNCB8IDEwJSB8IDIwJSB8IDMwJSB8CnwgMjAyMVExIHwgMTAlIHwgMzAlIHwgMzUlIHwKfCAyMDIxUTIgfCAxMCUgfCAyMCUgfCAzMCUgfAp8IDIwMjFRMyB8IDUlIHwgMTUlIHwgMjUlIHwKfCAyMDIxUTQgfCA1JSB8IDE1JSB8IDI1JSB8CgrotYTmlpnmnaXmupDvvJpQYXlQYWzlhazlkYrvvIzkuK3kv6Hor4HliLjnoJTnqbbpg6g=
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行业数据
2022-04-14
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PayPal核心支付解决方案和产品
5oqx5q2J77yM5oiR5peg5rOV5o+Q5Y+W5Zu+54mH5Lit55qE5pWw5o2u5oiW55Sf5oiQ6KGo5qC844CC5aaC5p6c5L2g5pyJ5YW25LuW6Zeu6aKY5oiW6ZyA6KaB5biu5Yqp77yM6K+35ZGK6K+J5oiR77yB
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行业数据
2022-04-14
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阿里与eBay生态分别占蚂蚁和PayPal支付规模比重
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行业数据
2022-04-14
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2012-2021年PayPal营业收入(百万美元)CAGR达
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行业数据
2022-04-14
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PayPal收入结构拆分
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行业数据
2022-04-14
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2014-2021年PayPal营业成本构成及同比增速(Non-GAAP)(百万美元)
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行业数据
2022-04-14
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PayPal与可比公司Non-GAAPPE对比
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行业数据
2022-04-14
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PayPal与竞争对手费率对比
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行业数据
2022-04-14
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2014-2021年PayPal相关费用率(Non-GAAP)
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行业数据
2022-04-14
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全球益生菌膳食补充剂市场规模及增速
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2026-07-30
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全球拥有AKK专利菌株的核心企业
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2026-07-30
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不同于 PayPal 以支付业务为核心,蚂蚁金服以支付为流量入口,展现更大的互联网金融生态野心。虽然 PayPal 在支付基础上延伸出信贷、商业服务等增值服务,但仍主要聚焦于支付业务,以高收费费率的支付业务构成 90%以上收入来源。而蚂蚁金服则更多地将支付业务作为获客的入口,挖掘大量消费习惯数据所形成的大数据价值,业务从支付向公用事业缴费、线下 O2O、互联网金融等领域深入拓展,建立多元化互联网金融生态。
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【研报】TMT行业:蚂蚁集团系列报告(一)支付宝是如何练成蚂蚁金服的?-20200827(30页).pdf
表9、支付宝交易规模估算
表8、支付宝和小微金服2014年版股权和资产购买协议
表7、招财宝和余额宝对比
表6、支付宝和微信支付对比
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