NP_YT
2022-02-07
Good
Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat<blockquote>Roblox 股票：不要错过购买机会，但有 1 个注意事项</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":633532736,"tweetId":"633532736","gmtCreate":1644214403211,"gmtModify":1644214403494,"author":{"id":3572043809285615,"idStr":"3572043809285615","authorId":3572043809285615,"authorIdStr":"3572043809285615","name":"NP_YT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/633532736","repostId":1190967225,"repostType":4,"repost":{"id":"1190967225","kind":"news","pubTimestamp":1644212210,"share":"https://www.laohunote.com/m/news/1190967225?lang=zh_CN&edition=full","pubTime":"2022-02-07 13:36","market":"us","language":"en","title":"Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat<blockquote>Roblox 股票：不要错过购买机会，但有 1 个注意事项</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190967225","media":"Seeking Alpha","summary":"SummaryRoblox is the leading user-generated gaming metaverse platform with over 220M monthly active ","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Roblox is the leading user-generated gaming metaverse platform with over 220M monthly active users.</li><li>Roblox is still investing heavily to further its metaverse ambitions.</li><li>However, RBLX stock suffered from the tech correction. Roblox also suffered from revelations of child pornography and sexual grooming.</li><li>We discuss why we think Roblox stock is still a buy, but with a caveat.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206190681150a5af30b3c692daeff67d\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"/><span>tolgart/E+ via Getty Images</span></p><p><blockquote><ul><li>Roblox是领先的用户生成游戏元宇宙平台，月活跃用户超过2.2亿。</li><li>Roblox 仍在大力投资以推进其元宇宙雄心。</li><li>然而，RBLX 股票受到技术调整的影响。Roblox 还遭受了儿童色情和性诱惑的曝光。</li><li>我们讨论了为什么我们认为 Roblox 股票仍然值得买入，但需要注意。</li></ul><p class=\"t-img-caption\"><span>tolgart/E+ 来自盖蒂图片社</span></p></blockquote></p><p><b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p>The gaming metaverse for younger gamers, Roblox Corporation (RBLX), recently saw its stock hit its all-time lows. It came after the stock staged a sharp momentum spike on its way to its all-time highs in November. But, we knew that the spike was not sustainable and needed to be digested eventually. The recent growth stocks correction was the perfect opportunity for sellers to burst its bubble and sent RBLX stock tumbling to its lowest levels since its listing in Mar'21.</p><p><blockquote>面向年轻游戏玩家的游戏元宇宙 Roblox Corporation (RBLX) 的股价最近创下历史新低。此前，该股在 11 月份创下历史新高的过程中出现了急剧的势头飙升。但是，我们知道这种飙升是不可持续的，最终需要消化。最近的成长型股票调整是卖家打破泡沫的绝佳机会，并导致 RBLX 股票跌至 2021 年 3 月上市以来的最低水平。</blockquote></p><p>The consensus price targets have also been revised downwards, reflecting the multiples compressions across growth stocks. Moreover, its China metaverse initiative has also hit a snag in January, as its partnership with Tencent (OTCPK:TCEHY) looks to have been paused.</p><p><blockquote>共识价格目标也被下调，反映了成长型股票的多重压缩。此外，其中国元宇宙计划在一月份也遇到了障碍，因为其与腾讯控股（OTCPK:TCEHY）的合作伙伴关系似乎已暂停。</blockquote></p><p>Moreover, it was also hit by a recent report from The Bear Cave, discussing issues relating to child pornography and sexual grooming in the platform. Even though Roblox attempted to address the matter speedily, the damage has been done.</p><p><blockquote>此外，它还受到了熊洞最近一份报告的打击，该报告讨论了平台上与儿童色情和性诱惑相关的问题。尽管Roblox试图迅速解决这个问题，但损害已经造成。</blockquote></p><p>Nonetheless, we believe that the Roblox platform remains a critical entry point to the multi-trillion dollar metaverse opportunity. We have also covered its underlying thesis and key financial metrics in a previous article.</p><p><blockquote>尽管如此，我们相信Roblox平台仍然是数万亿美元元宇宙机会的关键切入点。我们还在之前的文章中介绍了其基本论点和关键财务指标。</blockquote></p><p>We discuss why investors can now seize the opportunity from the recent pessimism and add RBLX stock.</p><p><blockquote>我们讨论为什么投资者现在可以抓住最近悲观情绪的机会，增持 RBLX 股票。</blockquote></p><p><b>Gaming Leadership and User-Generated Content is Roblox's Key Competitive Advantage</b></p><p><blockquote><b>游戏领先地位和用户生成内容是 Roblox 的主要竞争优势</b></blockquote></p><p>VP of Metaverse Content at Meta Platforms (FB) Jason Rubin emphasized at a recent conference (edited):</p><p><blockquote>Meta Platforms (FB) 元宇宙内容副总裁 Jason Rubin 在最近的一次会议上强调（编辑）：</blockquote></p><p>Gaming is definitely a core part of the metaverse. Gaming created the game engine, right? For a long time, the game engine was the only major tool for real-time 3D graphics. Obviously, there was simulation and other things universities were doing, but for consumers, for the most part, it was gaming.<i>People like to play. We were born as children and we love to play. We never give it up</i>.<i>So, gaming becomes a great way to get people to spend a significant amount of time together</i>. And it gives people a way to build an identity system and do other things and invest in things together. And then I think adjacencies start forming because the people are there, and the possibilities are there. (VentureBeat)Roblox is arguably the largest user-generated gaming platform with over 220M monthly active users (MAU) (as of October 2021 according to R-Track) and almost 50M daily active users (DAU). While Epic Games has 194M users on PC, its December MAU peaked at 62M, way below Roblox's numbers. Therefore, Roblox is undoubtedly closer than Epic, its metaverse gaming arch-rival in reaching its proverbial target of 1B users.</p><p><blockquote>游戏绝对是元宇宙的核心部分。游戏创造了游戏引擎，对吗？在很长一段时间里，游戏引擎是实时3D图形的唯一主要工具。显然，大学在做模拟和其他事情，但对消费者来说，在很大程度上，这是游戏。<i>人们喜欢玩。我们生来就是孩子，我们喜欢玩耍。我们从不放弃</i>.<i>因此，游戏成为让人们花大量时间在一起的好方法</i>它给了人们一种方法来建立一个身份系统，一起做其他事情和投资。然后我认为邻近开始形成，因为人在那里，可能性在那里。(VentureBeat)Roblox 可以说是最大的用户生成游戏平台，拥有超过 2.2 亿月活跃用户 (MAU)（根据 R-Track 数据，截至 2021 年 10 月）和近 5000 万日活跃用户 (DAU)。虽然Epic Games在PC上拥有1.94亿用户，但其12月份的MAU峰值为6200万，远低于Roblox的数字。因此，Roblox 无疑比其元宇宙游戏主要竞争对手 Epic 更接近实现其众所周知的 1B 用户目标。</blockquote></p><p>Moreover, Roblox continues to be at the top of the global mobile gaming charts by MAU, downloads, and revenue. App Annie data confirmed Roblox as the #3 gaming platform by MAU in the AMER region in 2021.Sensor Tower rated Roblox as #5 in overall downloads and #3 by App Store downloads in December 2021. Furthermore, it rated Roblox as #3 in overall revenue in the same month. Therefore, we wish to impress upon our readers that Roblox is a massive global platform that's far from falling over the cliff. It may have been listed for less than a year, but it has been building its gaming metaverse experiences over the last seventeen years. Roblox CEO David Baszucki, a.k.a. Builderman, emphasized:</p><p><blockquote>此外，Roblox 在 MAU、下载量和收入方面继续位居全球移动游戏排行榜榜首。App Annie data证实Roblox是2021年MAU在AMER地区排名第三的游戏平台。2021年12月，Sensor Tower将Roblox评为总下载量第五，App Store下载量第三名。此外，它将 Roblox 评为同月总收入第三。因此，我们希望给我们的读者留下深刻印象，Roblox是一个巨大的全球平台，远未跌落悬崖。它上市时间可能还不到一年，但在过去的17年里，它一直在积累游戏元宇宙体验。Roblox 首席执行官 David Baszucki（又名 Builderman）强调：</blockquote></p><p>When Erik Cassel and I started Roblox, we envisioned a new category of human co-experience where people could play, learn, and work together in digital worlds.<i>Seventeen years later, Roblox is increasingly an essential part of people's lives.</i>With tens of millions of daily active users and billions of monthly engagement hours,<i>we are moving closer toward our mission of connecting a billion people on our platform</i>. (Roblox)Moreover, in January, Roblox shared a gamut of meaningful data points that showed that the company has been making tremendous progress in building its creator ecosystem. Readers should note that the crux of Roblox's incredible leadership is the strength of its UGC platform. We believe that UGC is foundational to experiences in the virtual worlds we would experience in the metaverse. Consequently, Roblox remains well ahead in this aspect, given its UGC leadership.</p><p><blockquote>当Erik Cassel和我创办Roblox时，我们设想了一种新的人类共同体验类别，人们可以在数字世界中一起玩耍、学习和工作。<i>17年后，Roblox越来越成为人们生活中不可或缺的一部分。</i>日活跃用户数千万，月参与度数十亿小时，<i>我们正朝着在我们的平台上连接十亿人的使命迈进</i>. (Roblox)此外，1月份，Roblox分享了一系列有意义的数据点，表明该公司在构建其创作者生态系统方面取得了巨大进展。读者应该注意到，Roblox令人难以置信的领导力的关键在于其UGC平台的实力。我们相信，UGC是我们在元宇宙体验虚拟世界的基础。因此，鉴于 UGC 的领导地位，Roblox 在这方面仍然遥遥领先。</blockquote></p><p></p><p>Not only is its developer ecosystem highly robust, but it's also geographically diversified, across 170 countries.The largest number of developers come from the US, Brazil, Russia, the Philippines, and the UK. Therefore, Roblox has a global creator ecosystem serving experiences (as Roblox calls it) to a global community.</p><p><blockquote>它的开发者生态系统不仅非常强大，而且地域多元化，遍布170个国家。数量最多的开发者来自美国、巴西、俄罗斯、菲律宾和英国。因此，Roblox拥有一个全球创作者生态系统，为全球社区服务体验（作为Roblox评级it）。</blockquote></p><p>Notably, the company emphasized that its creator ecosystem has continued to grow rapidly over the past year. Roblox highlighted (edited):</p><p><blockquote>值得注意的是，该公司强调其创作者生态系统在过去一年中持续快速增长。Roblox 突出显示（编辑）：</blockquote></p><p>This community has already become a driving force in pioneering a more inclusive metaverse, and<i>it's incredible to see a triple-digit percentage surge year over year</i>in the number of new creators that have used our free immersive creation engine Roblox Studio for the first time. The number of female creators using Roblox Studio for the first time grew 353% YoY, compared to 323% growth for new male creators. (Roblox)<b>Roblox is Investing Aggressively in the Metaverse</b></p><p><blockquote>这个社区已经成为开创更具包容性的元宇宙的驱动力，并且<i>令人难以置信的是，看到每年三位数的百分比激增</i>首次使用我们的免费沉浸式创作引擎Roblox Studio的新创作者数量。首次使用Roblox Studio的女性创作者数量同比增长353%，而新男性创作者的增长率为323%。（机器人）<b>Roblox 正在元宇宙积极投资</b></blockquote></p><p>Even though Roblox has been building its metaversal experiences over the last seventeen years, it's not resting on its laurels. The company has continued to enhance its infrastructure and technology while attracting the most recognizable fashion, sports brands, and musicians to its platform. It included "Gucci (OTCPK:PPRUF), Nike (NKE), and Vans, who took their first steps into digital experiences with Roblox. Similarly, artists such as KSI, Tai Verdes, Twenty One Pilots, and Zara Larsson brought their performances and music directly to fans in immersive, interactive experiences." Therefore, these forays would allow Roblox tremendous opportunities to monetize beyond its customary gaming experiences.</p><p><blockquote>尽管 Roblox 在过去 17 年里一直在构建其元宇宙体验，但它并没有固步自封。该公司继续增强其基础设施和技术，同时吸引最知名的时尚、运动品牌和音乐家到其平台。其中包括“Gucci (OTCPK: PPRUF)、Nike (NKE) 和 Vans，他们通过 Roblox 迈出了数字体验的第一步。同样，KSI、Tai Verdes、Twenty One Pilots 和 Zara Larsson 等艺术家也将他们的表演和音乐直接带给粉丝，体验身临其境的互动体验。”因此，这些尝试将为 Roblox 提供超越其常规游戏体验的巨大盈利机会。</blockquote></p><p>Moreover, the company has also been actively recruiting the best talents to bring on board. As a result, it will also be paying top-dollar. For example, Insider reported that Roblox added the "metaverse" term to all its open roles for hire. The top-tier employees can also command above $400K in base salary. Notably, these are all positions to help drive the company forward in its metaverse strategy; as CTO Daniel Sturman emphasized, "all roles are geared towards enabling the metaverse experiences."</p><p><blockquote>此外，本公司亦一直积极招募最优秀人才加入。因此，它也将支付高额费用。例如，Insider 报道称，Roblox 在其所有公开招聘职位中添加了“元宇宙”一词。顶级员工的基本工资也可以超过40万美元。值得注意的是，这些职位都有助于推动公司推进元宇宙战略；正如首席技术官 Daniel Sturman 强调的那样，“所有角色都旨在实现元宇宙体验。”</blockquote></p><p>Therefore, we believe that Roblox remains solidly positioned to leverage its gaming metaverse leadership to invest further to cement its lead against its arch-rivals.</p><p><blockquote>因此，我们相信 Roblox 仍然处于稳固的地位，可以利用其在游戏元宇宙的领导地位进一步投资，以巩固其对主要竞争对手的领先地位。</blockquote></p><p><b>RBLX Stock is a Buy Now with a Caveat</b></p><p><blockquote><b>RBLX 股票现在值得买入，但需注意</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7022cfda4bb9128bb4c44fa69c517e9\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"/><span>RBLX stock price action (TradingView)</span></p><p><blockquote><p class=\"t-img-caption\"><span>RBLX 股票价格走势（TradingView）</span></p></blockquote></p><p>Readers can refer to the chart above that November's bull trap has been digested from the steep correction that brought it from its all-time highs to its all-time lows. But, we must highlight that the market must dissipate the momentum spike for RBLX stock to recover. Such spikes are never healthy for any stock, and we have been plenty of spikes from many growth stocks in November/December that has also been digested. As the market makers collapsed RBLX stock to its all-time lows, but it has also given the stock a chance to stage its next rally.</p><p><blockquote>读者可以参考上图，11 月份的牛市陷阱已经从将其从历史高点带到历史低点的急剧调整中消化。但是，我们必须强调，市场必须消散 RBLX 股票复苏的势头。对于任何股票来说，这样的飙升都不是健康的，我们在11月/12月看到了许多成长型股票的大量飙升，这些飙升也已被消化。随着做市商将 RBLX 股票暴跌至历史低点，但这也给了该股下一次上涨的机会。</blockquote></p><p>But, our caveat concerns the recent report by The Bear Cave. The details have been quite disturbing, even though it's not the first time such concerns have surfaced. We believe that management will do its best to eradicate such harmful content and creators over time. However, it's still important for investors to monitor these developments closely.</p><p><blockquote>但是，我们的警告涉及熊洞最近的报道。这些细节相当令人不安，尽管这不是第一次出现这种担忧。我们相信，随着时间的推移，管理层将尽最大努力根除此类有害内容和创作者。然而，投资者密切关注这些事态发展仍然很重要。</blockquote></p><p>Consequently,<i>we reiterate our Buy rating on RBLX stock</i>.</p><p><blockquote>因此，<i>我们重申对 RBLX 股票的买入评级</i>.</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat<blockquote>Roblox 股票：不要错过购买机会，但有 1 个注意事项</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nRoblox Stock: Don't Miss The Chance To Buy, With 1 Caveat<blockquote>Roblox 股票：不要错过购买机会，但有 1 个注意事项</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-02-07 13:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Roblox is the leading user-generated gaming metaverse platform with over 220M monthly active users.</li><li>Roblox is still investing heavily to further its metaverse ambitions.</li><li>However, RBLX stock suffered from the tech correction. Roblox also suffered from revelations of child pornography and sexual grooming.</li><li>We discuss why we think Roblox stock is still a buy, but with a caveat.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206190681150a5af30b3c692daeff67d\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"/><span>tolgart/E+ via Getty Images</span></p><p><blockquote><ul><li>Roblox是领先的用户生成游戏元宇宙平台，月活跃用户超过2.2亿。</li><li>Roblox 仍在大力投资以推进其元宇宙雄心。</li><li>然而，RBLX 股票受到技术调整的影响。Roblox 还遭受了儿童色情和性诱惑的曝光。</li><li>我们讨论了为什么我们认为 Roblox 股票仍然值得买入，但需要注意。</li></ul><p class=\"t-img-caption\"><span>tolgart/E+ 来自盖蒂图片社</span></p></blockquote></p><p><b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p>The gaming metaverse for younger gamers, Roblox Corporation (RBLX), recently saw its stock hit its all-time lows. It came after the stock staged a sharp momentum spike on its way to its all-time highs in November. But, we knew that the spike was not sustainable and needed to be digested eventually. The recent growth stocks correction was the perfect opportunity for sellers to burst its bubble and sent RBLX stock tumbling to its lowest levels since its listing in Mar'21.</p><p><blockquote>面向年轻游戏玩家的游戏元宇宙 Roblox Corporation (RBLX) 的股价最近创下历史新低。此前，该股在 11 月份创下历史新高的过程中出现了急剧的势头飙升。但是，我们知道这种飙升是不可持续的，最终需要消化。最近的成长型股票调整是卖家打破泡沫的绝佳机会，并导致 RBLX 股票跌至 2021 年 3 月上市以来的最低水平。</blockquote></p><p>The consensus price targets have also been revised downwards, reflecting the multiples compressions across growth stocks. Moreover, its China metaverse initiative has also hit a snag in January, as its partnership with Tencent (OTCPK:TCEHY) looks to have been paused.</p><p><blockquote>共识价格目标也被下调，反映了成长型股票的多重压缩。此外，其中国元宇宙计划在一月份也遇到了障碍，因为其与腾讯控股（OTCPK:TCEHY）的合作伙伴关系似乎已暂停。</blockquote></p><p>Moreover, it was also hit by a recent report from The Bear Cave, discussing issues relating to child pornography and sexual grooming in the platform. Even though Roblox attempted to address the matter speedily, the damage has been done.</p><p><blockquote>此外，它还受到了熊洞最近一份报告的打击，该报告讨论了平台上与儿童色情和性诱惑相关的问题。尽管Roblox试图迅速解决这个问题，但损害已经造成。</blockquote></p><p>Nonetheless, we believe that the Roblox platform remains a critical entry point to the multi-trillion dollar metaverse opportunity. We have also covered its underlying thesis and key financial metrics in a previous article.</p><p><blockquote>尽管如此，我们相信Roblox平台仍然是数万亿美元元宇宙机会的关键切入点。我们还在之前的文章中介绍了其基本论点和关键财务指标。</blockquote></p><p>We discuss why investors can now seize the opportunity from the recent pessimism and add RBLX stock.</p><p><blockquote>我们讨论为什么投资者现在可以抓住最近悲观情绪的机会，增持 RBLX 股票。</blockquote></p><p><b>Gaming Leadership and User-Generated Content is Roblox's Key Competitive Advantage</b></p><p><blockquote><b>游戏领先地位和用户生成内容是 Roblox 的主要竞争优势</b></blockquote></p><p>VP of Metaverse Content at Meta Platforms (FB) Jason Rubin emphasized at a recent conference (edited):</p><p><blockquote>Meta Platforms (FB) 元宇宙内容副总裁 Jason Rubin 在最近的一次会议上强调（编辑）：</blockquote></p><p>Gaming is definitely a core part of the metaverse. Gaming created the game engine, right? For a long time, the game engine was the only major tool for real-time 3D graphics. Obviously, there was simulation and other things universities were doing, but for consumers, for the most part, it was gaming.<i>People like to play. We were born as children and we love to play. We never give it up</i>.<i>So, gaming becomes a great way to get people to spend a significant amount of time together</i>. And it gives people a way to build an identity system and do other things and invest in things together. And then I think adjacencies start forming because the people are there, and the possibilities are there. (VentureBeat)Roblox is arguably the largest user-generated gaming platform with over 220M monthly active users (MAU) (as of October 2021 according to R-Track) and almost 50M daily active users (DAU). While Epic Games has 194M users on PC, its December MAU peaked at 62M, way below Roblox's numbers. Therefore, Roblox is undoubtedly closer than Epic, its metaverse gaming arch-rival in reaching its proverbial target of 1B users.</p><p><blockquote>游戏绝对是元宇宙的核心部分。游戏创造了游戏引擎，对吗？在很长一段时间里，游戏引擎是实时3D图形的唯一主要工具。显然，大学在做模拟和其他事情，但对消费者来说，在很大程度上，这是游戏。<i>人们喜欢玩。我们生来就是孩子，我们喜欢玩耍。我们从不放弃</i>.<i>因此，游戏成为让人们花大量时间在一起的好方法</i>它给了人们一种方法来建立一个身份系统，一起做其他事情和投资。然后我认为邻近开始形成，因为人在那里，可能性在那里。(VentureBeat)Roblox 可以说是最大的用户生成游戏平台，拥有超过 2.2 亿月活跃用户 (MAU)（根据 R-Track 数据，截至 2021 年 10 月）和近 5000 万日活跃用户 (DAU)。虽然Epic Games在PC上拥有1.94亿用户，但其12月份的MAU峰值为6200万，远低于Roblox的数字。因此，Roblox 无疑比其元宇宙游戏主要竞争对手 Epic 更接近实现其众所周知的 1B 用户目标。</blockquote></p><p>Moreover, Roblox continues to be at the top of the global mobile gaming charts by MAU, downloads, and revenue. App Annie data confirmed Roblox as the #3 gaming platform by MAU in the AMER region in 2021.Sensor Tower rated Roblox as #5 in overall downloads and #3 by App Store downloads in December 2021. Furthermore, it rated Roblox as #3 in overall revenue in the same month. Therefore, we wish to impress upon our readers that Roblox is a massive global platform that's far from falling over the cliff. It may have been listed for less than a year, but it has been building its gaming metaverse experiences over the last seventeen years. Roblox CEO David Baszucki, a.k.a. Builderman, emphasized:</p><p><blockquote>此外，Roblox 在 MAU、下载量和收入方面继续位居全球移动游戏排行榜榜首。App Annie data证实Roblox是2021年MAU在AMER地区排名第三的游戏平台。2021年12月，Sensor Tower将Roblox评为总下载量第五，App Store下载量第三名。此外，它将 Roblox 评为同月总收入第三。因此，我们希望给我们的读者留下深刻印象，Roblox是一个巨大的全球平台，远未跌落悬崖。它上市时间可能还不到一年，但在过去的17年里，它一直在积累游戏元宇宙体验。Roblox 首席执行官 David Baszucki（又名 Builderman）强调：</blockquote></p><p>When Erik Cassel and I started Roblox, we envisioned a new category of human co-experience where people could play, learn, and work together in digital worlds.<i>Seventeen years later, Roblox is increasingly an essential part of people's lives.</i>With tens of millions of daily active users and billions of monthly engagement hours,<i>we are moving closer toward our mission of connecting a billion people on our platform</i>. (Roblox)Moreover, in January, Roblox shared a gamut of meaningful data points that showed that the company has been making tremendous progress in building its creator ecosystem. Readers should note that the crux of Roblox's incredible leadership is the strength of its UGC platform. We believe that UGC is foundational to experiences in the virtual worlds we would experience in the metaverse. Consequently, Roblox remains well ahead in this aspect, given its UGC leadership.</p><p><blockquote>当Erik Cassel和我创办Roblox时，我们设想了一种新的人类共同体验类别，人们可以在数字世界中一起玩耍、学习和工作。<i>17年后，Roblox越来越成为人们生活中不可或缺的一部分。</i>日活跃用户数千万，月参与度数十亿小时，<i>我们正朝着在我们的平台上连接十亿人的使命迈进</i>. (Roblox)此外，1月份，Roblox分享了一系列有意义的数据点，表明该公司在构建其创作者生态系统方面取得了巨大进展。读者应该注意到，Roblox令人难以置信的领导力的关键在于其UGC平台的实力。我们相信，UGC是我们在元宇宙体验虚拟世界的基础。因此，鉴于 UGC 的领导地位，Roblox 在这方面仍然遥遥领先。</blockquote></p><p></p><p>Not only is its developer ecosystem highly robust, but it's also geographically diversified, across 170 countries.The largest number of developers come from the US, Brazil, Russia, the Philippines, and the UK. Therefore, Roblox has a global creator ecosystem serving experiences (as Roblox calls it) to a global community.</p><p><blockquote>它的开发者生态系统不仅非常强大，而且地域多元化，遍布170个国家。数量最多的开发者来自美国、巴西、俄罗斯、菲律宾和英国。因此，Roblox拥有一个全球创作者生态系统，为全球社区服务体验（作为Roblox评级it）。</blockquote></p><p>Notably, the company emphasized that its creator ecosystem has continued to grow rapidly over the past year. Roblox highlighted (edited):</p><p><blockquote>值得注意的是，该公司强调其创作者生态系统在过去一年中持续快速增长。Roblox 突出显示（编辑）：</blockquote></p><p>This community has already become a driving force in pioneering a more inclusive metaverse, and<i>it's incredible to see a triple-digit percentage surge year over year</i>in the number of new creators that have used our free immersive creation engine Roblox Studio for the first time. The number of female creators using Roblox Studio for the first time grew 353% YoY, compared to 323% growth for new male creators. (Roblox)<b>Roblox is Investing Aggressively in the Metaverse</b></p><p><blockquote>这个社区已经成为开创更具包容性的元宇宙的驱动力，并且<i>令人难以置信的是，看到每年三位数的百分比激增</i>首次使用我们的免费沉浸式创作引擎Roblox Studio的新创作者数量。首次使用Roblox Studio的女性创作者数量同比增长353%，而新男性创作者的增长率为323%。（机器人）<b>Roblox 正在元宇宙积极投资</b></blockquote></p><p>Even though Roblox has been building its metaversal experiences over the last seventeen years, it's not resting on its laurels. The company has continued to enhance its infrastructure and technology while attracting the most recognizable fashion, sports brands, and musicians to its platform. It included "Gucci (OTCPK:PPRUF), Nike (NKE), and Vans, who took their first steps into digital experiences with Roblox. Similarly, artists such as KSI, Tai Verdes, Twenty One Pilots, and Zara Larsson brought their performances and music directly to fans in immersive, interactive experiences." Therefore, these forays would allow Roblox tremendous opportunities to monetize beyond its customary gaming experiences.</p><p><blockquote>尽管 Roblox 在过去 17 年里一直在构建其元宇宙体验，但它并没有固步自封。该公司继续增强其基础设施和技术，同时吸引最知名的时尚、运动品牌和音乐家到其平台。其中包括“Gucci (OTCPK: PPRUF)、Nike (NKE) 和 Vans，他们通过 Roblox 迈出了数字体验的第一步。同样，KSI、Tai Verdes、Twenty One Pilots 和 Zara Larsson 等艺术家也将他们的表演和音乐直接带给粉丝，体验身临其境的互动体验。”因此，这些尝试将为 Roblox 提供超越其常规游戏体验的巨大盈利机会。</blockquote></p><p>Moreover, the company has also been actively recruiting the best talents to bring on board. As a result, it will also be paying top-dollar. For example, Insider reported that Roblox added the "metaverse" term to all its open roles for hire. The top-tier employees can also command above $400K in base salary. Notably, these are all positions to help drive the company forward in its metaverse strategy; as CTO Daniel Sturman emphasized, "all roles are geared towards enabling the metaverse experiences."</p><p><blockquote>此外，本公司亦一直积极招募最优秀人才加入。因此，它也将支付高额费用。例如，Insider 报道称，Roblox 在其所有公开招聘职位中添加了“元宇宙”一词。顶级员工的基本工资也可以超过40万美元。值得注意的是，这些职位都有助于推动公司推进元宇宙战略；正如首席技术官 Daniel Sturman 强调的那样，“所有角色都旨在实现元宇宙体验。”</blockquote></p><p>Therefore, we believe that Roblox remains solidly positioned to leverage its gaming metaverse leadership to invest further to cement its lead against its arch-rivals.</p><p><blockquote>因此，我们相信 Roblox 仍然处于稳固的地位，可以利用其在游戏元宇宙的领导地位进一步投资，以巩固其对主要竞争对手的领先地位。</blockquote></p><p><b>RBLX Stock is a Buy Now with a Caveat</b></p><p><blockquote><b>RBLX 股票现在值得买入，但需注意</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7022cfda4bb9128bb4c44fa69c517e9\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"/><span>RBLX stock price action (TradingView)</span></p><p><blockquote><p class=\"t-img-caption\"><span>RBLX 股票价格走势（TradingView）</span></p></blockquote></p><p>Readers can refer to the chart above that November's bull trap has been digested from the steep correction that brought it from its all-time highs to its all-time lows. But, we must highlight that the market must dissipate the momentum spike for RBLX stock to recover. Such spikes are never healthy for any stock, and we have been plenty of spikes from many growth stocks in November/December that has also been digested. As the market makers collapsed RBLX stock to its all-time lows, but it has also given the stock a chance to stage its next rally.</p><p><blockquote>读者可以参考上图，11 月份的牛市陷阱已经从将其从历史高点带到历史低点的急剧调整中消化。但是，我们必须强调，市场必须消散 RBLX 股票复苏的势头。对于任何股票来说，这样的飙升都不是健康的，我们在11月/12月看到了许多成长型股票的大量飙升，这些飙升也已被消化。随着做市商将 RBLX 股票暴跌至历史低点，但这也给了该股下一次上涨的机会。</blockquote></p><p>But, our caveat concerns the recent report by The Bear Cave. The details have been quite disturbing, even though it's not the first time such concerns have surfaced. We believe that management will do its best to eradicate such harmful content and creators over time. However, it's still important for investors to monitor these developments closely.</p><p><blockquote>但是，我们的警告涉及熊洞最近的报道。这些细节相当令人不安，尽管这不是第一次出现这种担忧。我们相信，随着时间的推移，管理层将尽最大努力根除此类有害内容和创作者。然而，投资者密切关注这些事态发展仍然很重要。</blockquote></p><p>Consequently,<i>we reiterate our Buy rating on RBLX stock</i>.</p><p><blockquote>因此，<i>我们重申对 RBLX 股票的买入评级</i>.</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4484696-roblox-rblx-stock-dont-miss-chance-buy-caveat\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://seekingalpha.com/article/4484696-roblox-rblx-stock-dont-miss-chance-buy-caveat","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190967225","content_text":"SummaryRoblox is the leading user-generated gaming metaverse platform with over 220M monthly active users.Roblox is still investing heavily to further its metaverse ambitions.However, RBLX stock suffered from the tech correction. Roblox also suffered from revelations of child pornography and sexual grooming.We discuss why we think Roblox stock is still a buy, but with a caveat.tolgart/E+ via Getty ImagesInvestment ThesisThe gaming metaverse for younger gamers, Roblox Corporation (RBLX), recently saw its stock hit its all-time lows. It came after the stock staged a sharp momentum spike on its way to its all-time highs in November. But, we knew that the spike was not sustainable and needed to be digested eventually. The recent growth stocks correction was the perfect opportunity for sellers to burst its bubble and sent RBLX stock tumbling to its lowest levels since its listing in Mar'21.The consensus price targets have also been revised downwards, reflecting the multiples compressions across growth stocks. Moreover, its China metaverse initiative has also hit a snag in January, as its partnership with Tencent (OTCPK:TCEHY) looks to have been paused.Moreover, it was also hit by a recent report from The Bear Cave, discussing issues relating to child pornography and sexual grooming in the platform. Even though Roblox attempted to address the matter speedily, the damage has been done.Nonetheless, we believe that the Roblox platform remains a critical entry point to the multi-trillion dollar metaverse opportunity. We have also covered its underlying thesis and key financial metrics in a previous article.We discuss why investors can now seize the opportunity from the recent pessimism and add RBLX stock.Gaming Leadership and User-Generated Content is Roblox's Key Competitive AdvantageVP of Metaverse Content at Meta Platforms (FB) Jason Rubin emphasized at a recent conference (edited):Gaming is definitely a core part of the metaverse. Gaming created the game engine, right? For a long time, the game engine was the only major tool for real-time 3D graphics. Obviously, there was simulation and other things universities were doing, but for consumers, for the most part, it was gaming.People like to play. We were born as children and we love to play. We never give it up.So, gaming becomes a great way to get people to spend a significant amount of time together. And it gives people a way to build an identity system and do other things and invest in things together. And then I think adjacencies start forming because the people are there, and the possibilities are there. (VentureBeat)Roblox is arguably the largest user-generated gaming platform with over 220M monthly active users (MAU) (as of October 2021 according to R-Track) and almost 50M daily active users (DAU). While Epic Games has 194M users on PC, its December MAU peaked at 62M, way below Roblox's numbers. Therefore, Roblox is undoubtedly closer than Epic, its metaverse gaming arch-rival in reaching its proverbial target of 1B users.Moreover, Roblox continues to be at the top of the global mobile gaming charts by MAU, downloads, and revenue. App Annie data confirmed Roblox as the #3 gaming platform by MAU in the AMER region in 2021.Sensor Tower rated Roblox as #5 in overall downloads and #3 by App Store downloads in December 2021. Furthermore, it rated Roblox as #3 in overall revenue in the same month. Therefore, we wish to impress upon our readers that Roblox is a massive global platform that's far from falling over the cliff. It may have been listed for less than a year, but it has been building its gaming metaverse experiences over the last seventeen years. Roblox CEO David Baszucki, a.k.a. Builderman, emphasized:When Erik Cassel and I started Roblox, we envisioned a new category of human co-experience where people could play, learn, and work together in digital worlds.Seventeen years later, Roblox is increasingly an essential part of people's lives.With tens of millions of daily active users and billions of monthly engagement hours,we are moving closer toward our mission of connecting a billion people on our platform. (Roblox)Moreover, in January, Roblox shared a gamut of meaningful data points that showed that the company has been making tremendous progress in building its creator ecosystem. Readers should note that the crux of Roblox's incredible leadership is the strength of its UGC platform. We believe that UGC is foundational to experiences in the virtual worlds we would experience in the metaverse. Consequently, Roblox remains well ahead in this aspect, given its UGC leadership.Not only is its developer ecosystem highly robust, but it's also geographically diversified, across 170 countries.The largest number of developers come from the US, Brazil, Russia, the Philippines, and the UK. Therefore, Roblox has a global creator ecosystem serving experiences (as Roblox calls it) to a global community.Notably, the company emphasized that its creator ecosystem has continued to grow rapidly over the past year. Roblox highlighted (edited):This community has already become a driving force in pioneering a more inclusive metaverse, andit's incredible to see a triple-digit percentage surge year over yearin the number of new creators that have used our free immersive creation engine Roblox Studio for the first time. The number of female creators using Roblox Studio for the first time grew 353% YoY, compared to 323% growth for new male creators. (Roblox)Roblox is Investing Aggressively in the MetaverseEven though Roblox has been building its metaversal experiences over the last seventeen years, it's not resting on its laurels. The company has continued to enhance its infrastructure and technology while attracting the most recognizable fashion, sports brands, and musicians to its platform. It included \"Gucci (OTCPK:PPRUF), Nike (NKE), and Vans, who took their first steps into digital experiences with Roblox. Similarly, artists such as KSI, Tai Verdes, Twenty One Pilots, and Zara Larsson brought their performances and music directly to fans in immersive, interactive experiences.\" Therefore, these forays would allow Roblox tremendous opportunities to monetize beyond its customary gaming experiences.Moreover, the company has also been actively recruiting the best talents to bring on board. As a result, it will also be paying top-dollar. For example, Insider reported that Roblox added the \"metaverse\" term to all its open roles for hire. The top-tier employees can also command above $400K in base salary. Notably, these are all positions to help drive the company forward in its metaverse strategy; as CTO Daniel Sturman emphasized, \"all roles are geared towards enabling the metaverse experiences.\"Therefore, we believe that Roblox remains solidly positioned to leverage its gaming metaverse leadership to invest further to cement its lead against its arch-rivals.RBLX Stock is a Buy Now with a CaveatRBLX stock price action (TradingView)Readers can refer to the chart above that November's bull trap has been digested from the steep correction that brought it from its all-time highs to its all-time lows. But, we must highlight that the market must dissipate the momentum spike for RBLX stock to recover. Such spikes are never healthy for any stock, and we have been plenty of spikes from many growth stocks in November/December that has also been digested. As the market makers collapsed RBLX stock to its all-time lows, but it has also given the stock a chance to stage its next rally.But, our caveat concerns the recent report by The Bear Cave. The details have been quite disturbing, even though it's not the first time such concerns have surfaced. We believe that management will do its best to eradicate such harmful content and creators over time. However, it's still important for investors to monitor these developments closely.Consequently,we reiterate our Buy rating on RBLX stock.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2987,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/633532736"}
精彩评论