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勇哥新

勇哥新

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2021-01-11

好文分享

@新偶:百度终于下场造车了，会成为下一个特斯拉吗？

2020-12-28

$JD HEALTH(06618)$终于开跌了！

2020-12-22

$JD HEALTH(06618)$泡泡设么时候破？

2020-12-21

$JD HEALTH(06618)$泡泡好大

2020-12-15

$Baidu(BIDU)$终于等到百度起飞🛫️

2020-11-13

$Li Auto(LI)$追上百度$Baidu(BIDU)$

2020-11-12

$Pinduoduo Inc.(PDD)$准备到140空

2020-07-06

$Alibaba(BABA)$$Baidu(BIDU)$$Momo(MOMO)$$Tiger Brokers(TIGR)$终于有一个大涨了[龇牙]

2020-05-18

好久没涨得这么欢了[开心]$Tiger Brokers(TIGR)$$陌陌(MOMO)$$阿里巴巴(BABA)$$百度(BIDU)$

2020-04-08

$TAL Education Group(TAL)$才发现好未来市值和百度差不多？

2020-02-14

$Alibaba(BABA)$终于翻绿了[开心]

2020-02-03

$Tesla Motors(TSLA)$$Tesla Motors(TSLA)$可以做空了吗？

2020-01-02

$Bilibili Inc.(BILI)$$百度(BIDU)$$陌陌(MOMO)$$阿里巴巴-SW(09988)$今天又是收获不错的夜晚[得意]

2019-11-10

折价4%，那美股BABA会掉价吗？

2019-11-07

$百度(BIDU)$$阿里巴巴(BABA)$$陌陌(MOMO)$继续加油冲！

2019-11-04

$陌陌(MOMO)$$阿里巴巴(BABA)$$百度(BIDU)$今天成绩不错，加油！

2019-11-01

$阿里巴巴(BABA)$怎么拼多多比巴巴涨的还多？？？！！！

2019-02-28

分析的很到位

@九格:【财报解读】B站18Q4：营收结构改善和付费比例提升是亮点

去老虎APP查看更多动态

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href=\"https://laohu8.com/TW/410787\" target=\"_blank\">前瞻在这里</a>，昨天很奇怪为什么营收预期会这么低，结果@老生煎 同志提醒我，因为上季度管理层指引就低… [捂脸] Anyway，反正预期低有好处，就是财报后反而容易大涨。 本季度财报的要点大概有三个：用户数据、游戏收入、营收结构。 1.用户数据喜忧半参 先说忧：MAU和游戏付费用户数量持平。 MAU本季度涨了区区10万，约等于没有。虽然说Q4因为开学是淡季，但是别忘了Q3 app下架了一个月，所以淡季影响应该被抵冲了。 游戏付费用户则始终是90万，而且“客单价”还下降了（见后图）。 于是这样一来就会继续让人担忧两大主要风险，即： (1) B站是不是终究无法突破“二次元”天花板，用户增长潜力已尽？ (2) 游戏一直靠FGO撑大梁，是不是已经接近其生命周期的尾声？ 对于第一个问题，现在没有准确的答案，因为小破站一直在“维护原有的社群氛围”和“吸引新用户”中努力寻找平衡，目前还看不出成效如何。 只是以前也说过，我个人是倾向于看好的，跑马圈地粗放获取流量的时代早就过去了，不可能再现QQ、微信那种较长时期的MAU高速增长。 对于现在的网站来说，不注重原有社群氛围维护的话，迟早是要遭报应的，而如果注重回报，那么扩张步伐自然就会变慢。 再说破站预计19年1.2亿的MAU，20%的年增速也不能说很慢吧…？ 再再说，Nico在日本90后里面的渗透率是27%，B站现在是15%，凭啥没有上涨空间了…？ 游戏方面我后来仔细查过了，FGO确实有递延收入（“客单价”是根据“当季游戏收入”算的），所以本季度仍然有可能是7月不氪+Q4淡季的影响。 也就是说，到底FGO是不是快不行了，我们可以19Q1再看。至少目前看来，市场普遍还是预期19Q1游戏收入回升的。 那么喜的方面则是用户付","listText":"<a href=\"https://laohu8.com/TW/410787\" target=\"_blank\">前瞻在这里</a>，昨天很奇怪为什么营收预期会这么低，结果@老生煎 同志提醒我，因为上季度管理层指引就低… [捂脸] Anyway，反正预期低有好处，就是财报后反而容易大涨。 本季度财报的要点大概有三个：用户数据、游戏收入、营收结构。 1.用户数据喜忧半参 先说忧：MAU和游戏付费用户数量持平。 MAU本季度涨了区区10万，约等于没有。虽然说Q4因为开学是淡季，但是别忘了Q3 app下架了一个月，所以淡季影响应该被抵冲了。 游戏付费用户则始终是90万，而且“客单价”还下降了（见后图）。 于是这样一来就会继续让人担忧两大主要风险，即： (1) B站是不是终究无法突破“二次元”天花板，用户增长潜力已尽？ (2) 游戏一直靠FGO撑大梁，是不是已经接近其生命周期的尾声？ 对于第一个问题，现在没有准确的答案，因为小破站一直在“维护原有的社群氛围”和“吸引新用户”中努力寻找平衡，目前还看不出成效如何。 只是以前也说过，我个人是倾向于看好的，跑马圈地粗放获取流量的时代早就过去了，不可能再现QQ、微信那种较长时期的MAU高速增长。 对于现在的网站来说，不注重原有社群氛围维护的话，迟早是要遭报应的，而如果注重回报，那么扩张步伐自然就会变慢。 再说破站预计19年1.2亿的MAU，20%的年增速也不能说很慢吧…？ 再再说，Nico在日本90后里面的渗透率是27%，B站现在是15%，凭啥没有上涨空间了…？ 游戏方面我后来仔细查过了，FGO确实有递延收入（“客单价”是根据“当季游戏收入”算的），所以本季度仍然有可能是7月不氪+Q4淡季的影响。 也就是说，到底FGO是不是快不行了，我们可以19Q1再看。至少目前看来，市场普遍还是预期19Q1游戏收入回升的。 那么喜的方面则是用户付","text":"前瞻在这里，昨天很奇怪为什么营收预期会这么低，结果@老生煎 同志提醒我，因为上季度管理层指引就低… [捂脸] Anyway，反正预期低有好处，就是财报后反而容易大涨。 本季度财报的要点大概有三个：用户数据、游戏收入、营收结构。 1.用户数据喜忧半参 先说忧：MAU和游戏付费用户数量持平。 MAU本季度涨了区区10万，约等于没有。虽然说Q4因为开学是淡季，但是别忘了Q3 app下架了一个月，所以淡季影响应该被抵冲了。 游戏付费用户则始终是90万，而且“客单价”还下降了（见后图）。 于是这样一来就会继续让人担忧两大主要风险，即： (1) B站是不是终究无法突破“二次元”天花板，用户增长潜力已尽？ (2) 游戏一直靠FGO撑大梁，是不是已经接近其生命周期的尾声？ 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href=\"https://laohu8.com/TW/410787\" target=\"_blank\">前瞻在这里</a>，昨天很奇怪为什么营收预期会这么低，结果@老生煎 同志提醒我，因为上季度管理层指引就低… [捂脸] Anyway，反正预期低有好处，就是财报后反而容易大涨。 本季度财报的要点大概有三个：用户数据、游戏收入、营收结构。 1.用户数据喜忧半参 先说忧：MAU和游戏付费用户数量持平。 MAU本季度涨了区区10万，约等于没有。虽然说Q4因为开学是淡季，但是别忘了Q3 app下架了一个月，所以淡季影响应该被抵冲了。 游戏付费用户则始终是90万，而且“客单价”还下降了（见后图）。 于是这样一来就会继续让人担忧两大主要风险，即： (1) B站是不是终究无法突破“二次元”天花板，用户增长潜力已尽？ (2) 游戏一直靠FGO撑大梁，是不是已经接近其生命周期的尾声？ 对于第一个问题，现在没有准确的答案，因为小破站一直在“维护原有的社群氛围”和“吸引新用户”中努力寻找平衡，目前还看不出成效如何。 只是以前也说过，我个人是倾向于看好的，跑马圈地粗放获取流量的时代早就过去了，不可能再现QQ、微信那种较长时期的MAU高速增长。 对于现在的网站来说，不注重原有社群氛围维护的话，迟早是要遭报应的，而如果注重回报，那么扩张步伐自然就会变慢。 再说破站预计19年1.2亿的MAU，20%的年增速也不能说很慢吧…？ 再再说，Nico在日本90后里面的渗透率是27%，B站现在是15%，凭啥没有上涨空间了…？ 游戏方面我后来仔细查过了，FGO确实有递延收入（“客单价”是根据“当季游戏收入”算的），所以本季度仍然有可能是7月不氪+Q4淡季的影响。 也就是说，到底FGO是不是快不行了，我们可以19Q1再看。至少目前看来，市场普遍还是预期19Q1游戏收入回升的。 那么喜的方面则是用户付","listText":"<a href=\"https://laohu8.com/TW/410787\" target=\"_blank\">前瞻在这里</a>，昨天很奇怪为什么营收预期会这么低，结果@老生煎 同志提醒我，因为上季度管理层指引就低… [捂脸] Anyway，反正预期低有好处，就是财报后反而容易大涨。 本季度财报的要点大概有三个：用户数据、游戏收入、营收结构。 1.用户数据喜忧半参 先说忧：MAU和游戏付费用户数量持平。 MAU本季度涨了区区10万，约等于没有。虽然说Q4因为开学是淡季，但是别忘了Q3 app下架了一个月，所以淡季影响应该被抵冲了。 游戏付费用户则始终是90万，而且“客单价”还下降了（见后图）。 于是这样一来就会继续让人担忧两大主要风险，即： (1) B站是不是终究无法突破“二次元”天花板，用户增长潜力已尽？ (2) 游戏一直靠FGO撑大梁，是不是已经接近其生命周期的尾声？ 对于第一个问题，现在没有准确的答案，因为小破站一直在“维护原有的社群氛围”和“吸引新用户”中努力寻找平衡，目前还看不出成效如何。 只是以前也说过，我个人是倾向于看好的，跑马圈地粗放获取流量的时代早就过去了，不可能再现QQ、微信那种较长时期的MAU高速增长。 对于现在的网站来说，不注重原有社群氛围维护的话，迟早是要遭报应的，而如果注重回报，那么扩张步伐自然就会变慢。 再说破站预计19年1.2亿的MAU，20%的年增速也不能说很慢吧…？ 再再说，Nico在日本90后里面的渗透率是27%，B站现在是15%，凭啥没有上涨空间了…？ 游戏方面我后来仔细查过了，FGO确实有递延收入（“客单价”是根据“当季游戏收入”算的），所以本季度仍然有可能是7月不氪+Q4淡季的影响。 也就是说，到底FGO是不是快不行了，我们可以19Q1再看。至少目前看来，市场普遍还是预期19Q1游戏收入回升的。 那么喜的方面则是用户付","text":"前瞻在这里，昨天很奇怪为什么营收预期会这么低，结果@老生煎 同志提醒我，因为上季度管理层指引就低… [捂脸] Anyway，反正预期低有好处，就是财报后反而容易大涨。 本季度财报的要点大概有三个：用户数据、游戏收入、营收结构。 1.用户数据喜忧半参 先说忧：MAU和游戏付费用户数量持平。 MAU本季度涨了区区10万，约等于没有。虽然说Q4因为开学是淡季，但是别忘了Q3 app下架了一个月，所以淡季影响应该被抵冲了。 游戏付费用户则始终是90万，而且“客单价”还下降了（见后图）。 于是这样一来就会继续让人担忧两大主要风险，即： (1) B站是不是终究无法突破“二次元”天花板，用户增长潜力已尽？ (2) 游戏一直靠FGO撑大梁，是不是已经接近其生命周期的尾声？ 对于第一个问题，现在没有准确的答案，因为小破站一直在“维护原有的社群氛围”和“吸引新用户”中努力寻找平衡，目前还看不出成效如何。 只是以前也说过，我个人是倾向于看好的，跑马圈地粗放获取流量的时代早就过去了，不可能再现QQ、微信那种较长时期的MAU高速增长。 对于现在的网站来说，不注重原有社群氛围维护的话，迟早是要遭报应的，而如果注重回报，那么扩张步伐自然就会变慢。 再说破站预计19年1.2亿的MAU，20%的年增速也不能说很慢吧…？ 再再说，Nico在日本90后里面的渗透率是27%，B站现在是15%，凭啥没有上涨空间了…？ 游戏方面我后来仔细查过了，FGO确实有递延收入（“客单价”是根据“当季游戏收入”算的），所以本季度仍然有可能是7月不氪+Q4淡季的影响。 也就是说，到底FGO是不是快不行了，我们可以19Q1再看。至少目前看来，市场普遍还是预期19Q1游戏收入回升的。 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