Strategy: Synthesis 战略:整合 Ramon Casadesus-Masanell Harvard Business School 哈佛商学院 1 2 What Is Competitive Strategy? A strategy is an integrated set of choices which positions a firm in an industry so as to generate superior financial returns over the long run 3 什么是竞争战略? 战略是一套决策的整合,使一个公司在某个行业中的定位能够为其获得长期、优异的财务回报 4 What Is Competitive Strategy? Internal activities A strategy is an integrated set of choices which positions a firm in an industry so as to generate superior financial returns over the long run External environment Competitive dynamics 5 什么是竞争战略? 内部活动 战略是一套决策的整合,使一个公司在某个行业中的定位能够为其获得长期、优异的财务回报 外部环境 竞争势态 6 Industry Structure 行业结构 7 8 Industry Structure: The influence of industry over strategy “When an industry with a reputation for tough economics meets a manager with a reputation for excellent performance, it’s usually the industry that keeps its reputation intact” Warren Buffett 9 行业结构: 行业对战略的影响 “当一位以优秀业绩而著称的经理遇到一个以经济环境恶劣而闻名的行业,通常,依然可以保有名声的是那个行业。” 沃伦·巴菲特 10
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