互联网时代,信息和知识取代了物质和能量在社会生产中的关键地位,成为社会资源配置的关键要素和价值创造的主要源泉。互联网产业呈现出不同于传统产业的发展走向,最为重要的两个特征是平台经济和双边经济。同时,中国互联网产业还是一个处于成长期的寡占型市场~②。那么互联网寡头们何以成功?它们在平台化发展过程中是如何扩张的?体现了怎样的互联网思维?本文试图以案例分析的方法来解析互联网的平台化扩张路径,发现其生存逻辑。一、分析框架及案例选择 In the Internet era, information and knowledge have replaced the key position of material and energy in social production and become the key source of social resource allocation and the main source of value creation. The Internet industry shows a different trend from the traditional industries. The two most important features are the platform economy and the bilateral economy. At the same time, China’s Internet industry is still an oligopoly market in its growth phase. So how successful are the internet oligarchs? How do they expand in the process of platform development? What kind of internet thinking is represented? This article attempts to analyze the platform expansion path of the internet by case analysis and find out its survival logic. First, the analysis framework and case selection