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分析得不错

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":460228460089608,"tweetId":"460228460089608","gmtCreate":1753369701604,"gmtModify":1753369850249,"author":{"id":4196624950208902,"idStr":"4196624950208902","authorId":4196624950208902,"authorIdStr":"4196624950208902","name":"Baoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>分析得不错</p></body></html>","htmlText":"<html><head></head><body><p>分析得不错</p></body></html>","text":"分析得不错","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/460228460089608","repostId":2553212841,"repostType":2,"repost":{"id":"2553212841","kind":"news","pubTimestamp":1753265700,"share":"https://www.laohu8.com/m/news/2553212841?lang=&edition=full","pubTime":"2025-07-23 18:15","market":"us","language":"zh","title":"1个奈飞=276个爱奇艺，为什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2553212841","media":"定焦One","summary":"特别是长视频，奈飞是爱奇艺的276倍，为什么？虽然奈飞和爱奇艺在这些关键财务指标上的差距很大，但还不足以解释高达276倍的市值差距。而且，在追赶奈飞的路上，爱奇艺也是困难重重。推广低价广告套餐、打击共享账户、频繁提高价格，这些事奈飞都干了，但受到的阻力没有爱奇艺那么明显。这个因素，导致爱奇艺在用户价值挖掘、改善公司盈利情况方面蹑手蹑脚。","content":"<html><body><article><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/jEa2NN5eMic4r1Gz8AIVbUDib4tgShvona4jQjsuPLuFXIlyU0L8E3qwCTicSywZA8sm3QqQQQoR7YpwNDQ0lq4KQ/640?wx_fmt=jpeg&amp;from=appmsg\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/jEa2NN5eMic4r1Gz8AIVbUDib4tgShvonalwyQ0SRWCtPGG155f5zFn3WtE18xpoIsl4BK08uf5fd52qMWYxT4aw/640?wx_fmt=jpeg&amp;from=appmsg\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/jEa2NN5eMic4r1Gz8AIVbUDib4tgShvonaccYM5uibc9KUNVZgv1cHD7KnILFpCK4fWibRib2KLib5miaUWeaCjw4GDpQ/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>左右滑动查看图片</p><p>中美科技巨头差距怎么样？</p><p>从市值看：手机领域，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是<a href=\"https://laohu8.com/S/01810\">小米</a>的16倍；电商领域，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>是<a href=\"https://laohu8.com/S/BABA\">阿里</a>的8倍；搜索领域，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>是<a href=\"https://laohu8.com/S/BIDU\">百度</a>的76倍；社交领域，Meta是<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>的3倍；汽车领域，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>的11倍；长视频领域，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>是<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>的276倍。</p><p>可以看出，社交和电商方面，中美科技巨头差距最小；搜索和长视频方面，中美科技巨头差距最大。特别是长视频，奈飞是爱奇艺的276倍，为什么？</p><p>对比两家公司的关键指标，会发现：奈飞的付费用户数是爱奇艺的3倍；奈飞的每用户平均收入是爱奇艺的5倍；奈飞的营收和<span>净利润</span>分别是爱奇艺的10倍、87倍。虽然奈飞和爱奇艺在这些关键财务指标上的差距很大，但还不足以解释高达276倍的市值差距。</p><p>奈飞在190个国家有业务，赚全球的钱，在新兴市场有很大的增长潜力，而爱奇艺深耕国内，市场规模接近天花板；奈飞付费用户多、平均付费金额高，规模效应摊薄了内容成本，毛利率不断提升，爱奇艺内容成本高、毛利率低；奈飞有成熟的工业化内容生产体系、现象级爆款多，爱奇艺在题材、制作能力、投入等方面受限，爆款率低……</p><p>而且，在追赶奈飞的路上，爱奇艺也是困难重重。推广低价广告套餐、打击共享账户、频繁提高价格，这些事奈飞都干了，但受到的阻力没有爱奇艺那么明显。这个因素，导致爱奇艺在用户价值挖掘、改善公司盈利情况方面蹑手蹑脚。</p><p>展望未来，奈飞和爱奇艺都在探索游戏、乐园，爱奇艺还在重点拓展短剧、电商，也在发力出海、AI，如果能结合本土特性，完成自己的生态闭环和流量变现，爱奇艺价值有望上升。</p><p>（策划：贺树龙，制图：Allison）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1个奈飞=276个爱奇艺，为什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-23 18:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723183645954e8851&s=b><strong>定焦One</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>左右滑动查看图片中美科技巨头差距怎么样？从市值看：手机领域，苹果是小米的16倍；电商领域，亚马逊是阿里的8倍；搜索领域，谷歌是百度的76倍；社交领域，Meta是腾讯的3倍；汽车领域，特斯拉是比亚迪的11倍；长视频领域，奈飞是爱奇艺的276倍。可以看出，社交和电商方面，中美科技巨头差距最小；搜索和长视频方面，中美科技巨头差距最大。特别是长视频，奈飞是爱奇艺的276倍，为什么？对比两家公司的关键指标，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723183645954e8851&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4505":"高瓴资本持仓","LU0672654240.SGD":"FTIF - 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723183645954e8851&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2553212841","content_text":"左右滑动查看图片中美科技巨头差距怎么样？从市值看：手机领域，苹果是小米的16倍；电商领域，亚马逊是阿里的8倍；搜索领域，谷歌是百度的76倍；社交领域，Meta是腾讯的3倍；汽车领域，特斯拉是比亚迪的11倍；长视频领域，奈飞是爱奇艺的276倍。可以看出，社交和电商方面，中美科技巨头差距最小；搜索和长视频方面，中美科技巨头差距最大。特别是长视频，奈飞是爱奇艺的276倍，为什么？对比两家公司的关键指标，会发现：奈飞的付费用户数是爱奇艺的3倍；奈飞的每用户平均收入是爱奇艺的5倍；奈飞的营收和净利润分别是爱奇艺的10倍、87倍。虽然奈飞和爱奇艺在这些关键财务指标上的差距很大，但还不足以解释高达276倍的市值差距。奈飞在190个国家有业务，赚全球的钱，在新兴市场有很大的增长潜力，而爱奇艺深耕国内，市场规模接近天花板；奈飞付费用户多、平均付费金额高，规模效应摊薄了内容成本，毛利率不断提升，爱奇艺内容成本高、毛利率低；奈飞有成熟的工业化内容生产体系、现象级爆款多，爱奇艺在题材、制作能力、投入等方面受限，爆款率低……而且，在追赶奈飞的路上，爱奇艺也是困难重重。推广低价广告套餐、打击共享账户、频繁提高价格，这些事奈飞都干了，但受到的阻力没有爱奇艺那么明显。这个因素，导致爱奇艺在用户价值挖掘、改善公司盈利情况方面蹑手蹑脚。展望未来，奈飞和爱奇艺都在探索游戏、乐园，爱奇艺还在重点拓展短剧、电商，也在发力出海、AI，如果能结合本土特性，完成自己的生态闭环和流量变现，爱奇艺价值有望上升。（策划：贺树龙，制图：Allison）","news_type":1,"symbols_score_info":{"IQ":1,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":292,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/460228460089608"}