强烈的网络外部效应使电子商务投资者将先行者战略作为占优选择。本文在对新浪与搜狐两大互联网企业发展过程进行回顾与分析的基础上,通过有关数据进行技术创新扩散曲线的散点相关比对,证实两大企业确已占得先机。同时,还对新浪与搜狐为取得先行者优势所采取的策略进行评析。 The strong external network effect makes e-commerce investors take the forerunner’s strategy as the dominant choice. Based on the review and analysis of the development processes of Sina and Sohu, the two major internet companies, this paper confirms that the two companies have taken the lead by comparing the scatter points of the diffusion curve of technological innovation with the relevant data. At the same time, also Sina and Sohu for forerunner to take advantage of the strategy to be analyzed.