奶牛奶牛的个人主页 - 老虎社区

奶牛奶牛

奶牛奶牛

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IP属地：浙江

25关注

3粉丝

0主题

0勋章

2021-04-06

除了牛批，没话说

抱歉，原内容已删除

2021-03-29

$小米集团-W(01810)$雷总开发布会咯，这不先涨10个点？

2020-09-10

$百度(BIDU)$腾讯要布局搜索业务了

2020-09-10

$苹果(AAPL)$美股就是跌着玩的希望a股弟弟们不要当真，玩笑开过了赶紧卡吧[喷血]

2020-09-07

漏到肚脐眼了还没勾

@武器:$农夫山泉(09633)$兄弟们暗盘现在涨到多少了

2020-08-27

$小米集团-W(01810)$没仓，恭喜小米了，我12卖的，虽然亏了，还是恭喜雷总

2020-08-07

$蔚来(NIO)$a股调控一下，美股就大跌（手动狗头）

2020-08-04

干得漂亮

华为阿里员工跳槽微软受抵制，被要求停止无意义加班

2020-07-15

什么时间上市？

抱歉，原内容已删除

2020-07-13

$理想汽车(LI)$大哥大嫂们如何打新呢

2020-07-09

$星宇控股(02346)$仙股会涨吗

2020-05-12

黑市上的主流币种，黑市份额有多大，币就有多贵

抱歉，原内容已删除

2020-05-08

$美团点评-W(03690)$美团价格也太高了，现阶段平台费也已经收的很高，怨声载道了，个人以为更高的营收是个问题。

2020-04-22

$如涵控股(RUHN)$今年瓜真多，吃瓜吃瓜

2020-04-17

$Tilray Inc.(TLRY)$明晚起飞

2020-04-14

$瑞幸咖啡(LK)$下周回国

2020-04-06

$瑞幸咖啡(LK)$来了来了

2020-04-03

$瑞幸咖啡(LK)$开始了开始了，开始表演

2020-04-02

$瑞幸咖啡(LK)$兄弟们，逃得出来吗

2020-04-02

$瑞幸咖啡(LK)$浑水牛皮，愚人节快乐

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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\">\n华为阿里员工跳槽微软受抵制，被要求停止无意义加班\n</h2>\n\n<h4 class=\"meta\">\n\n2020-08-03 22:43 北京时间&nbsp;&nbsp;&nbsp;<strong>界面新闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这是一次两种职场文化的交锋。一群从华为和阿里巴巴跳槽到微软的员工，近日遭到了微软的内部抵制。这是微软苏州某团队的一次自发行为。据他们表示，由于华为和阿里来的员工时常“比赛加班”，甚至“半夜在工作群互发消息”，给团队带来了国内互联网企业的加班文化，破坏规则，恶性竞争。他们因此在工作之余开发了Hackathon项目，可以每晚检测部门内部人员晚上还在加班并提出警告。此番争执，正是国内互联网企业被诟病已久...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63bcdd40747dbacf61bd55b0f5f96a16","relate_stocks":{"BABA":"阿里巴巴","MSFT":"微软"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109543834","content_text":"这是一次两种职场文化的交锋。一群从华为和阿里巴巴跳槽到微软的员工，近日遭到了微软的内部抵制。这是微软苏州某团队的一次自发行为。据他们表示，由于华为和阿里来的员工时常“比赛加班”，甚至“半夜在工作群互发消息”，给团队带来了国内互联网企业的加班文化，破坏规则，恶性竞争。他们因此在工作之余开发了Hackathon项目，可以每晚检测部门内部人员晚上还在加班并提出警告。此番争执，正是国内互联网企业被诟病已久的“996”（每日9时上班，晚上9时下班，一周工作6天）文化与以外企为代表的“工作生活平衡”文化的一次显性交锋。阿里和华为，两家国内巨头企业，皆以全员盛行加班著称。据阿里的员工向界面新闻表示，在公司整个氛围影响下，几乎所有人都是自愿加班，到下班时间，根本没有人走。“第一波加班的通常会在晚上8点左右离开，这是下班最早的一群人。还有不少人会坚持到凌晨，甚至半夜两三点。”他说。华为的加班风气则更是由来已久，在华为心声社区，还有知乎、脉脉等程序员较多的网络社区，华为员工吐槽公司加班，甚至因为加班严重选择离职的案例比比皆是。与之形成对照的是，微软中国一直践行着“工作生活平衡”的职场信条。一位新入职微软的员工曾在虎扑上戏谑地写道，“来微软工作三周了，我想说，在这样的公司其实没有大家想象的那么轻松，这里是大家想象不到的轻松。”这一事件在网上持续发酵，引发了不小的舆论风波。有不少网友对此次抵制表达了附议，认为这种行为拖累了原本健康的职业风气，并不是为了工作本身而加班，而是形式主义的“找班加”。“为什么说是阿里行为？并不单指这些人是从阿里过来的，国外的互联网公司也不缺乏拼命的人。自己一个人默默奋斗就行了，别在工作时间外骚扰同事……最近微软来了很多这些人，把氛围搞得很差，特别是那些工资低的加班狂，恶意拉低了市场价。”有些网友提议称，这些加班狂可以下班后将工作带回家做，“在公司呆着不走，还在休息时间在工作群圈这个圈那个，除了带坏风气还能干嘛。”但另一方面，不可忽视的是，企业作为逐利机构，处于两种完全不同发展阶段的公司，加班带来的收益大相径庭，这也在很大程度上影响了它们各自的职业文化选择。作为行业技术垄断性巨擘的微软，各项机制、岗位设置均已成熟，员工按部就班，足以维系企业的正常运转和盈利。而作为国内处于上升期的互联网企业，华为和阿里则更为崇尚“狼性机制”，产品高速迭代的背景下，策略无外乎是以最小的人力成本推动最大化的工作产出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941343258,"gmtCreate":1594813442374,"gmtModify":1704206930975,"author":{"id":"3494368402127147","authorId":"3494368402127147","name":"奶牛奶牛","avatar":"https://static.tigerbbs.com/5f58953de7c9b2aa74f657baa45efc2a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494368402127147","authorIdStr":"3494368402127147"},"themes":[],"htmlText":"什么时间上市？","listText":"什么时间上市？","text":"什么时间上市？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941343258","repostId":"2051815802","repostType":2,"isVote":1,"tweetType":1,"viewCount":1997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943646414,"gmtCreate":1594627851738,"gmtModify":1704205985155,"author":{"id":"3494368402127147","authorId":"3494368402127147","name":"奶牛奶牛","avatar":"https://static.tigerbbs.com/5f58953de7c9b2aa74f657baa45efc2a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494368402127147","authorIdStr":"3494368402127147"},"themes":[],"htmlText":"<a 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11:32","market":"us","language":"zh","title":"B站烧钱抢内容，不甘心只做个“小破站”","url":"https://stock-news.laohu8.com/highlight/detail?id=1143022765","media":"AI蓝媒汇","summary":"今年以来，B站全力扩容。","content":"<p>B站，不再满足于只做一个“小破站”。</p>\n<p>日前市场上传来消息，B站以8亿元价格拍得《英雄联盟》全球总决赛中国地区三年独家直播版权。且据了解，其他参与竞拍的企业还有快手、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>等国内一些直播平台。</p>\n<p>这意味着，B站是以砸资本的方式从他人手中硬生生将该赛事直播版权夺来。</p>\n<p>此举与B站以往偏安一隅，不争不抢的行事风格不仅大相径庭，亦跟B站此前在直播业务领域的策略有所迥异。</p>\n<p>在B站11月中旬发布Q3财报时，B站董事长陈睿还曾对外表示，B站直播业务并不对外竞争的，它是B站内容生态的自然延伸，属于内生型业务。</p>\n<p>但半个月后，B站就加入到快手、斗鱼、虎牙等一线游戏直播平台竞逐《英雄联盟》全球总决赛中国地区三年独家直播版权的交锋中，并高价拿下。</p>\n<p>陈睿的话，也就更像是个烟雾弹。现在的B站在直播方面，不仅是直接参与对外竞争，更是寻求外生流量。</p>\n<p>背后原因很简单，B站要在三年内冲刺100亿美元市值。这是B站为自己定下的KPI。而对B站来说，其能加的最好的估值杠杆就是用户规模。</p>\n<p>所以B站从今年以来，全力扩容。</p>\n<p>竞逐版权</p>\n<p>B站需要流量。</p>\n<p>《英雄联盟》全球总决赛作为电竞头部赛事，正是一个可以预见的庞大流量池。</p>\n<p>从观看量上来看，根据赛事官方公布的数据，2018年英雄联盟全球总决赛独立观众数量达到了9960万，同时在线人数峰值达到4400万，平均分钟收视人数为1960万。</p>\n<p><img src=\"https://static.tigerbbs.com/f7f3526fd0930a5cae3a086963e6fb38\"></p>\n<p>而国内作为《英雄联盟》玩家最多的赛区，自然是上述收视数据的主力军。从今年数据来看，在国内斗鱼直播平台观看FPX和G2总决赛的观众总热度超过了2000万，虎牙直播平台的总人气值也超过了6000万。</p>\n<p>且2020年《英雄联盟》全球总决赛将在上海举办，这势必又会是一场游戏玩家的流量盛宴。</p>\n<p>自然对于一线游戏直播平台来说，未来三年的中国地区独家直播版权，都将是必须要争夺的一块肥肉，不仅势关流量，同样在于牌面。</p>\n<p>只是出乎意料的是，却是B站强势杀了出来。</p>\n<p>但又合乎逻辑。</p>\n<p>人们都以为B站是一家二次元公司，但本质上它是一个不折不扣的游戏公司。</p>\n<p>前者是B站的社区属性，后者是B站的商业命脉。这并不冲突，算是流量变现的一种套路。</p>\n<p>体现在今年Q3，B站来自手机游戏的收入为人民币9.331亿元(1.306亿美元)，同比增长25%，占总收入的一半，为50.2%。可见B站对游戏的依赖。且在此前B站游戏收入占比更高，曾高达8成以上。</p>\n<p>二次元本身不赚钱，B站正是靠着游戏变现才摸索到盈利模式，得以突围并得以上市。</p>\n<p>一来B站的年轻用户圈层本身就是游戏的目标人群，两者有着天然的契合，二来，游戏不仅能带来高额的现金流，同时亦能补充B站的内容加强其年轻人社区属性，并吸引更多用户。</p>\n<p>且更关键的是，B站正在发力直播。</p>\n<p>在Q3，B站直播和增值服务(VAS)方面的收入为人民币4.525亿元(6330万美元)，同比增长167%，并且且在过去很长时间，B站直播业务的收入增长速度一直保持在同比增长100%左右，这是B站的一个新增长点，也是其击破其原有二次元市场天花板的新故事。</p>\n<p>在其中，游戏直播举足轻重。</p>\n<p>根据陈睿此前表态，B站直播业务的高增长，得益于多元的内容品类。尤其在人气和关注度日益增强的电竞领域，观看2019英雄联盟职业联赛全球总决赛直播的最高同时在线人数，较去年同比翻番。</p>\n<p>既然已经尝到了甜头，B站对游戏赛事直播版权三年8亿的竞购也就势在必得。</p>\n<p>值得注意的是，争夺游戏赛事直播版权这是一门烧钱的生意，其虽然能带来大量流量用户，但并不能轻易转化变现。</p>\n<p>换句话说，这是亏损换流量的路数。近几年来一线游戏直播平台已明显放弃这一路数，趋向追求盈利，但对于B站而言，亏损换流量这是其扩容用户规模的必经之路。</p>\n<p>B站扩容</p>\n<p>截至目前，B站市值已达50亿美金，相比较其上市时市值涨幅超过5成。</p>\n<p>资本市场的追捧证明了B站发力直播等战略，以击穿二次元市场本身天花板动作的想象空间，但距离B站今年定下的三年内市值破100亿美金门槛的目标，还有极大的距离。</p>\n<p><img src=\"https://static.tigerbbs.com/d4558047477d6d5493156ee03a522e31\"></p>\n<p>或许有人会问，小而美，不好吗。</p>\n<p>表面上偏安一隅，确实可行。但从市场竞争角度来看B站本身属于内容平台，后者所处行业头部效应会在未来越发明显，再恪守“小而美”，就会逐步被头部平台无限扩张边界给削弱生存空间。</p>\n<p>B站对此有清晰的认知。B站判断未来三年，中国的内容型平台的水位在100亿美金左右，过不了水位的公司将在行业中被淘汰。</p>\n<p>因此B站必须主动进击。对于其而言，最好的估值杠杆，便是用户规模。</p>\n<p>过去几年B站没有增长团队，也从来没有为平台专门做过拉新。在各项数据里，b站内部长期以来更重视的是留存数据而非增长数据。</p>\n<p>但这种思路正在转变。据了解B站已经不满足于“稳定”，而是要“加速”。</p>\n<p>截至Q3，B站月均活跃用户已达1.28亿，同比增长38%，创B站有史以来季度净增新高；移动端月均活跃用户首度破亿，同比增长43%达1.14亿。B站月均付费用户数同比增长124%，达到795万。</p>\n<p>对应的市值为50亿美元。以B站100亿美元目标来看，B站的月活要至少达到2亿。用陈睿的话是，三年内月活达到2.2亿。</p>\n<p>在移动互联网人口红利早已消退，拉新留存成本居高不下的当下，这并非易事。</p>\n<p>只是这一步，B站总要迈出去。</p>\n<p>据悉，B站将降低其用户门槛。</p>\n<p>业内应该还记得今年4月份，B站与顶流明星蔡徐坤发生纠纷，后者粉丝准备进入B站维护偶像，与B站用户来一场口水之时，却被B站100道答题门槛给挡在外面。</p>\n<p>此前，B站对新注册用户都设置了很多准入门槛，想成为网站正式会员，需要在60分钟内完成100道平台方出的考试题方能审核通过。其中多数题目与二次元有关，难度相对较高。这帮助了B站保持了其社区属性，构建了独有特色。换句话说，这是B站护城河的其中之一，亦是B站与其高粘性、高留存用户的共同默契。</p>\n<p>但在扩容压力下，这一门槛只能降低，甚至还有可能不复存在。</p>\n<p>再者是不再倚重自然生长。B站通过大手笔购买影视版权内容、原创纪录片，再到现今购入游戏直播赛事版权，都是壮大内容储备，以为后期用户出圈及下沉做准备。</p>\n<p>总的来看，B站希望吸收更多的年轻用户，更广的圈层，而不仅仅将自己的目标用户局限在二次元上。</p>\n<p>B站终究不再甘于只做“小而美”，也不甘于只成为用户口中的“小破站”。</p>\n<p>只是这一扩容过程中，追求百亿美金市值的路上，如何平衡社区属性与用户圈层冲突，这是B站的新问题。</p>\n<p>毕竟知乎，就已然不再是以前的知乎了。</p>","source":"lmh","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>B站烧钱抢内容，不甘心只做个“小破站”</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; 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}\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: 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\">\nB站烧钱抢内容，不甘心只做个“小破站”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-06 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/5273003><strong>AI蓝媒汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>B站，不再满足于只做一个“小破站”。\n日前市场上传来消息，B站以8亿元价格拍得《英雄联盟》全球总决赛中国地区三年独家直播版权。且据了解，其他参与竞拍的企业还有快手、斗鱼、虎牙等国内一些直播平台。\n这意味着，B站是以砸资本的方式从他人手中硬生生将该赛事直播版权夺来。\n此举与B站以往偏安一隅，不争不抢的行事风格不仅大相径庭，亦跟B站此前在直播业务领域的策略有所迥异。\n在B站11月中旬发布Q3财报时，...</p>\n\n<a href=\"https://36kr.com/p/5273003\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{},"source_url":"https://36kr.com/p/5273003","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143022765","content_text":"B站，不再满足于只做一个“小破站”。\n日前市场上传来消息，B站以8亿元价格拍得《英雄联盟》全球总决赛中国地区三年独家直播版权。且据了解，其他参与竞拍的企业还有快手、斗鱼、虎牙等国内一些直播平台。\n这意味着，B站是以砸资本的方式从他人手中硬生生将该赛事直播版权夺来。\n此举与B站以往偏安一隅，不争不抢的行事风格不仅大相径庭，亦跟B站此前在直播业务领域的策略有所迥异。\n在B站11月中旬发布Q3财报时，B站董事长陈睿还曾对外表示，B站直播业务并不对外竞争的，它是B站内容生态的自然延伸，属于内生型业务。\n但半个月后，B站就加入到快手、斗鱼、虎牙等一线游戏直播平台竞逐《英雄联盟》全球总决赛中国地区三年独家直播版权的交锋中，并高价拿下。\n陈睿的话，也就更像是个烟雾弹。现在的B站在直播方面，不仅是直接参与对外竞争，更是寻求外生流量。\n背后原因很简单，B站要在三年内冲刺100亿美元市值。这是B站为自己定下的KPI。而对B站来说，其能加的最好的估值杠杆就是用户规模。\n所以B站从今年以来，全力扩容。\n竞逐版权\nB站需要流量。\n《英雄联盟》全球总决赛作为电竞头部赛事，正是一个可以预见的庞大流量池。\n从观看量上来看，根据赛事官方公布的数据，2018年英雄联盟全球总决赛独立观众数量达到了9960万，同时在线人数峰值达到4400万，平均分钟收视人数为1960万。\n\n而国内作为《英雄联盟》玩家最多的赛区，自然是上述收视数据的主力军。从今年数据来看，在国内斗鱼直播平台观看FPX和G2总决赛的观众总热度超过了2000万，虎牙直播平台的总人气值也超过了6000万。\n且2020年《英雄联盟》全球总决赛将在上海举办，这势必又会是一场游戏玩家的流量盛宴。\n自然对于一线游戏直播平台来说，未来三年的中国地区独家直播版权，都将是必须要争夺的一块肥肉，不仅势关流量，同样在于牌面。\n只是出乎意料的是，却是B站强势杀了出来。\n但又合乎逻辑。\n人们都以为B站是一家二次元公司，但本质上它是一个不折不扣的游戏公司。\n前者是B站的社区属性，后者是B站的商业命脉。这并不冲突，算是流量变现的一种套路。\n体现在今年Q3，B站来自手机游戏的收入为人民币9.331亿元(1.306亿美元)，同比增长25%，占总收入的一半，为50.2%。可见B站对游戏的依赖。且在此前B站游戏收入占比更高，曾高达8成以上。\n二次元本身不赚钱，B站正是靠着游戏变现才摸索到盈利模式，得以突围并得以上市。\n一来B站的年轻用户圈层本身就是游戏的目标人群，两者有着天然的契合，二来，游戏不仅能带来高额的现金流，同时亦能补充B站的内容加强其年轻人社区属性，并吸引更多用户。\n且更关键的是，B站正在发力直播。\n在Q3，B站直播和增值服务(VAS)方面的收入为人民币4.525亿元(6330万美元)，同比增长167%，并且且在过去很长时间，B站直播业务的收入增长速度一直保持在同比增长100%左右，这是B站的一个新增长点，也是其击破其原有二次元市场天花板的新故事。\n在其中，游戏直播举足轻重。\n根据陈睿此前表态，B站直播业务的高增长，得益于多元的内容品类。尤其在人气和关注度日益增强的电竞领域，观看2019英雄联盟职业联赛全球总决赛直播的最高同时在线人数，较去年同比翻番。\n既然已经尝到了甜头，B站对游戏赛事直播版权三年8亿的竞购也就势在必得。\n值得注意的是，争夺游戏赛事直播版权这是一门烧钱的生意，其虽然能带来大量流量用户，但并不能轻易转化变现。\n换句话说，这是亏损换流量的路数。近几年来一线游戏直播平台已明显放弃这一路数，趋向追求盈利，但对于B站而言，亏损换流量这是其扩容用户规模的必经之路。\nB站扩容\n截至目前，B站市值已达50亿美金，相比较其上市时市值涨幅超过5成。\n资本市场的追捧证明了B站发力直播等战略，以击穿二次元市场本身天花板动作的想象空间，但距离B站今年定下的三年内市值破100亿美金门槛的目标，还有极大的距离。\n\n或许有人会问，小而美，不好吗。\n表面上偏安一隅，确实可行。但从市场竞争角度来看B站本身属于内容平台，后者所处行业头部效应会在未来越发明显，再恪守“小而美”，就会逐步被头部平台无限扩张边界给削弱生存空间。\nB站对此有清晰的认知。B站判断未来三年，中国的内容型平台的水位在100亿美金左右，过不了水位的公司将在行业中被淘汰。\n因此B站必须主动进击。对于其而言，最好的估值杠杆，便是用户规模。\n过去几年B站没有增长团队，也从来没有为平台专门做过拉新。在各项数据里，b站内部长期以来更重视的是留存数据而非增长数据。\n但这种思路正在转变。据了解B站已经不满足于“稳定”，而是要“加速”。\n截至Q3，B站月均活跃用户已达1.28亿，同比增长38%，创B站有史以来季度净增新高；移动端月均活跃用户首度破亿，同比增长43%达1.14亿。B站月均付费用户数同比增长124%，达到795万。\n对应的市值为50亿美元。以B站100亿美元目标来看，B站的月活要至少达到2亿。用陈睿的话是，三年内月活达到2.2亿。\n在移动互联网人口红利早已消退，拉新留存成本居高不下的当下，这并非易事。\n只是这一步，B站总要迈出去。\n据悉，B站将降低其用户门槛。\n业内应该还记得今年4月份，B站与顶流明星蔡徐坤发生纠纷，后者粉丝准备进入B站维护偶像，与B站用户来一场口水之时，却被B站100道答题门槛给挡在外面。\n此前，B站对新注册用户都设置了很多准入门槛，想成为网站正式会员，需要在60分钟内完成100道平台方出的考试题方能审核通过。其中多数题目与二次元有关，难度相对较高。这帮助了B站保持了其社区属性，构建了独有特色。换句话说，这是B站护城河的其中之一，亦是B站与其高粘性、高留存用户的共同默契。\n但在扩容压力下，这一门槛只能降低，甚至还有可能不复存在。\n再者是不再倚重自然生长。B站通过大手笔购买影视版权内容、原创纪录片，再到现今购入游戏直播赛事版权，都是壮大内容储备，以为后期用户出圈及下沉做准备。\n总的来看，B站希望吸收更多的年轻用户，更广的圈层，而不仅仅将自己的目标用户局限在二次元上。\nB站终究不再甘于只做“小而美”，也不甘于只成为用户口中的“小破站”。\n只是这一扩容过程中，追求百亿美金市值的路上，如何平衡社区属性与用户圈层冲突，这是B站的新问题。\n毕竟知乎，就已然不再是以前的知乎了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923693579,"gmtCreate":1585833949891,"gmtModify":1704359201308,"author":{"id":"3494368402127147","authorId":"3494368402127147","name":"奶牛奶牛","avatar":"https://static.tigerbbs.com/5f58953de7c9b2aa74f657baa45efc2a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494368402127147","authorIdStr":"3494368402127147"},"themes":[],"htmlText":"<a 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