山的那边有一群蓝精灵的个人主页 - 老虎社区

山的那边有一群蓝精灵

山的那边有一群蓝精灵

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IP属地：陕西

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0勋章

山的那边有一群蓝精灵

2021-01-06

美团170的市盈率不嫌高，小米嫌高了

小米跌幅扩大至6%，此前遭瑞银下调目标价至22港元

山的那边有一群蓝精灵

2021-02-19

$阿里巴巴-SW(09988)$老外哪懂阿里，自己长眼睛多观察，抖音电商支付宝排第一，腾讯的仇家都只有支付宝支付，比如soul里的支付。盒马、菜鸟、阿里云，每个都是万亿公司

山的那边有一群蓝精灵

2021-12-02

$阿里巴巴-SW(09988)$阿里是国内最好的电商公司，没有之一

山的那边有一群蓝精灵

2018-10-18

$小米集团-W(01810)$ 建议去线下门店看看，同等品质华为贵1000，服务去看看就清楚未来了！

山的那边有一群蓝精灵

2018-10-22

$小米集团-W(01810)$ 小米是老虎证劵的股东

山的那边有一群蓝精灵

2020-09-30

$中芯国际(00981)$凉快

山的那边有一群蓝精灵

2021-03-18

$阿里巴巴-SW(09988)$哔哩上市，阿里是第二大股东，利好

山的那边有一群蓝精灵

2021-11-30

$阿里巴巴-SW(09988)$网易云音乐上市，阿里是股东

山的那边有一群蓝精灵

2021-12-02

$云音乐(09899)$我抄底了

山的那边有一群蓝精灵

2021-12-02

$云音乐(09899)$今天至少5个点

去老虎APP查看更多动态

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真愁人，维护存量客户合法权益。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621472340","isVote":1,"tweetType":1,"viewCount":4994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634083308,"gmtCreate":1647277534314,"gmtModify":1647277695438,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"拼多多上榜了吗？瞎子都知道的事","listText":"拼多多上榜了吗？瞎子都知道的事","text":"拼多多上榜了吗？瞎子都知道的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634083308","repostId":"2219277160","repostType":2,"repost":{"id":"2219277160","kind":"news","pubTimestamp":1647268380,"share":"https://www.laohu8.com/m/news/2219277160?lang=zh_CN&edition=full","pubTime":"2022-03-14 22:33","market":"hk","language":"zh","title":"菜鸟快递单抽奖二维码背后竟是推销广告 消委会人士：涉嫌虚假宣传","url":"https://stock-news.laohu8.com/highlight/detail?id=2219277160","media":"市场资讯","summary":"　　近日，有消费者报料，他们通过淘宝购物收到快递时，发现快递面单上会有“扫码领红包”“抽华为手机”等内容的二维码。记者调查发现，这些快递面单抽奖广告发布方为浙江菜鸟供应链管理有限公司，系阿里巴巴旗下公司，涵盖“四通一达”。湖北省消费者委员会法律事务部主任胡翠兰表示，快递面单二维码表面是抽奖广告，而扫码后却是其他产品的付费广告，这涉嫌虚假宣传，菜鸟平台作为快递面单广告发布方需要对广告真实性负责。","content":"<html><body><div>\n<p>　　来源：经视直播官方<a href=\"https://laohu8.com/S/WB\">微博</a></p>\n<div></div>\n<p cms-style=\"font-L\">　　【#快递单抽奖二维码背后竟是推销广告# 消委会人士：涉嫌虚假宣传】近日，有消费者报料，他们通过淘宝购物收到快递时，发现快递面单上会有“扫码领红包”“抽华为手机”等内容的二维码。扫码后都是幸运转盘、砸金蛋、刮刮奖等抽奖，可无论中什么奖，最后都是填写个人信息，而一旦填写个人信息，面临的将是商家疯狂电话推销。 记者调查发现，这些快递面单抽奖广告发布方为浙江菜鸟供应链管理有限公司，系<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>旗下公司，涵盖“四通一达”。工作人员告诉记者，广告后台跟菜鸟云打印相关联，广告主还能选择省份、地域、年龄、性别、职业，进行个性化投放。湖北省消费者委员会法律事务部主任胡翠兰表示，快递面单二维码表面是抽奖广告，而扫码后却是其他产品的付费广告，这涉嫌虚假宣传，菜鸟平台作为快递面单广告发布方需要对广告真实性负责。其次，通过广告获取消费者信息，如果出于非法使用目的，明显违反了个人信息保护法。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n菜鸟快递单抽奖二维码背后竟是推销广告 消委会人士：涉嫌虚假宣传\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 22:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/consume/puguangtai/2022-03-14/doc-imcwipih8477972.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：经视直播官方微博\n\n　　【#快递单抽奖二维码背后竟是推销广告# 消委会人士：涉嫌虚假宣传】近日，有消费者报料，他们通过淘宝购物收到快递时，发现快递面单上会有“扫码领红包”“抽华为手机”等内容的二维码。扫码后都是幸运转盘、砸金蛋、刮刮奖等抽奖，可无论中什么奖，最后都是填写个人信息，而一旦填写个人信息，面临的将是商家疯狂电话推销。 记者调查发现，这些快递面单抽奖广告发布方为浙江菜鸟供应链管理...</p>\n\n<a href=\"https://finance.sina.com.cn/consume/puguangtai/2022-03-14/doc-imcwipih8477972.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1517":"云办公","BK4524":"宅经济概念","BABA":"阿里巴巴","BK1608":"元宇宙概念","09988":"阿里巴巴-W","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK1584":"蚂蚁金服概念","BK1575":"同股不同权","BK4527":"明星科技股","BK4531":"中概回港概念","BK4526":"热门中概股","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK1591":"就地过年概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4502":"阿里概念","BK4558":"双十一","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","BK1502":"双十一","BK1586":"云计算","BK4504":"桥水持仓","BK1501":"阿里概念股","BK4538":"云计算","BK4579":"人工智能","BK4548":"巴美列捷福持仓","BK1142":"互联网与直销零售","BK4565":"NFT概念"},"source_url":"https://finance.sina.com.cn/consume/puguangtai/2022-03-14/doc-imcwipih8477972.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2219277160","content_text":"来源：经视直播官方微博\n\n　　【#快递单抽奖二维码背后竟是推销广告# 消委会人士：涉嫌虚假宣传】近日，有消费者报料，他们通过淘宝购物收到快递时，发现快递面单上会有“扫码领红包”“抽华为手机”等内容的二维码。扫码后都是幸运转盘、砸金蛋、刮刮奖等抽奖，可无论中什么奖，最后都是填写个人信息，而一旦填写个人信息，面临的将是商家疯狂电话推销。 记者调查发现，这些快递面单抽奖广告发布方为浙江菜鸟供应链管理有限公司，系阿里巴巴旗下公司，涵盖“四通一达”。工作人员告诉记者，广告后台跟菜鸟云打印相关联，广告主还能选择省份、地域、年龄、性别、职业，进行个性化投放。湖北省消费者委员会法律事务部主任胡翠兰表示，快递面单二维码表面是抽奖广告，而扫码后却是其他产品的付费广告，这涉嫌虚假宣传，菜鸟平台作为快递面单广告发布方需要对广告真实性负责。其次，通过广告获取消费者信息，如果出于非法使用目的，明显违反了个人信息保护法。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李墨轩","news_type":1,"symbols_score_info":{"09988":1,"QNETCN":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":4401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630762488,"gmtCreate":1643045194220,"gmtModify":1643045194220,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/09899\">$云音乐(09899)$</a>我抄底了","text":"$云音乐(09899)$我抄底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603283432","isVote":1,"tweetType":1,"viewCount":7018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603219117,"gmtCreate":1638411967363,"gmtModify":1638411967363,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09899\">$云音乐(09899)$</a>看看腾讯音乐的走势就知道多怕网易云音乐","listText":"<a href=\"https://laohu8.com/S/09899\">$云音乐(09899)$</a>看看腾讯音乐的走势就知道多怕网易云音乐","text":"$云音乐(09899)$看看腾讯音乐的走势就知道多怕网易云音乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603219117","isVote":1,"tweetType":1,"viewCount":4989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603670213,"gmtCreate":1638408807184,"gmtModify":1638408807184,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09899\">$云音乐(09899)$</a>今天至少5个点","listText":"<a href=\"https://laohu8.com/S/09899\">$云音乐(09899)$</a>今天至少5个点","text":"$云音乐(09899)$今天至少5个点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603670213","isVote":1,"tweetType":1,"viewCount":5144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603655986,"gmtCreate":1638407832367,"gmtModify":1638407832367,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"腾讯靠投资独占音乐版权，抢走的用户还是要回归的，云音乐不差，平分秋色至少和腾讯音乐市值一样。","listText":"腾讯靠投资独占音乐版权，抢走的用户还是要回归的，云音乐不差，平分秋色至少和腾讯音乐市值一样。","text":"腾讯靠投资独占音乐版权，抢走的用户还是要回归的，云音乐不差，平分秋色至少和腾讯音乐市值一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603655986","repostId":"2188560020","repostType":2,"repost":{"id":"2188560020","kind":"news","pubTimestamp":1638402720,"share":"https://www.laohu8.com/m/news/2188560020?lang=zh_CN&edition=full","pubTime":"2021-12-02 07:52","market":"hk","language":"zh","title":"网易云音乐：增长有特点，但估值过于夸张","url":"https://stock-news.laohu8.com/highlight/detail?id=2188560020","media":"阿尔法工场","summary":"　　网易云音乐过去三年累计亏损70亿，却以近3倍于腾讯音乐的估值发行，上市后面临较大破发压力。以发行价格计算，网易云音乐发行估值显著高于行业龙头腾讯音乐。同期网易云音乐三年累计亏损额达70亿元。　　截至2021年前三季度，网易云音乐总营收51亿元，同比增长52%，营收保持了较高增速。","content":"<html><body><div>\n<p>　　王兆宇</p>\n<p>　　<a href=\"https://laohu8.com/S/NTES\">网易</a><a href=\"https://laohu8.com/S/09899\">云音乐</a>过去三年累计亏损70亿，却以近3倍于<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>的估值发行，上市后面临较大破发压力。</p>\n<p>　　IPO信息概览：代码：09899.hk；上市日期：2021/12/2；发行价（港元）：205；募集资金额：32.8亿港元；发行后总市值425.90亿港元。</p>\n<p>　　作为国内在线音乐平台“一超一强”格局下的行业龙头，<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐（TME）今年在美国股票市场的表现可谓跌跌不休：股价从年初高点32.25美元一直下行至7.19美元，期间跌幅近八成。</p>\n<p>　　而作为行业追赶者角色的网易云音乐，过去三年累计亏损额达70亿人民币，此时却以近3倍于行业龙头腾讯音乐的估值IPO发行，估值恐难以维持，股票上市后面临较大破发压力。</p>\n<p>　　本次招股，网易云音乐引入了网易，<a href=\"https://laohu8.com/S/SNE\">索尼</a>和Orbis作为基石投资人，合计认购3.5亿美元等值股票，约占总发行股份83.15%（以发行价205港元计算）。</p>\n<p>　　其中网易认购2亿美元，<a href=\"https://laohu8.com/S/SONY\">索尼</a>音乐娱乐认购1亿美元，Orbis认购5000万美元。扣除基石投资人份额后，预计公司流通市值约为5.5亿港元左右。</p>\n<p>　　股权结构方面，上市发行后，网易作为公司最大股东持股比例57.65%，拥有绝对控制权。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/798/w550h248/20211202/e9e2-2d6dfa96e96c2e56d4522abe390185ef.jpg\"/><span></span></div>\n<p>　　<span>IPO后股权结构图</span></p>\n<h3><span>招股书披露募集资金用途：</span></h3>\n<p>　　40%将用作深耕社区，其中包括丰富多元音乐内容、挖掘及扶持原创音乐人，提升社区活跃度及粘性。</p>\n<p>　　40%将用作创新并提高技术能力；10%将用作甄选合并、收购及战略投资；10%将用作运营资金及一般用途。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/641/w550h91/20211202/582b-5e721d9dcb1361857c973bd23c58588b.jpg\"/><span></span></div>\n<p>　　IPO发行估值过高，有破发风险</p>\n<p>　　以公司2020年收入计算，网易云音乐发行价对应PS倍数为7.1倍。作为对比，目前行业龙头腾讯音乐PS估值为2.73倍。</p>\n<p>　　同期，海外流媒体龙头企业Spotify PS估值倍数则为6.1倍。以发行价格计算，网易云音乐发行估值显著高于行业龙头腾讯音乐。</p>\n<p>　　而财务数据方面的对比，网易云音乐与行业龙头腾讯音乐更是差距巨大。</p>\n<p>　　根据腾讯音乐财报显示，2021年第三季度，腾讯单季度营收达78亿元，而网易云音乐前三季度总营收为51亿元，不及腾讯音乐单季。</p>\n<p>　　利润数据两家公司更是悬殊，腾讯音乐已有稳定利润，2018-2020年，腾讯音乐净利润分别为18.33亿、39.82亿、41.55亿，合计接近100亿元。同期网易云音乐三年累计亏损额达70亿元。</p>\n<p>　　2021年上半年，网易云音乐亏损额从去年同期10亿元大幅扩大至38亿元。</p>\n<p>　　经营失血严重发行估值却大幅高估，考虑到此次新股发行除去基石投资者份额后，流通市值仅5.5亿港元左右，流动性不算充足，网易云音乐上市后面临较大的破发</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/641/w550h91/20211202/f9af-a0f72c39dc8db43698757896c8f8107e.jpg\"/><span></span></div>\n<p>　　营收保持高增长，毛利率持续改善</p>\n<p>　　招股书显示，2018年至2020年间，网易云音乐营业收入分别为11.48亿、23.18亿、48.96亿元。营收保持高速增长，年化复合增速达106.51%。</p>\n<p>　　作为对比，腾讯音乐2018-2020年营收分别为189.85亿、254.34亿、291.53亿，复合增速为23.89%。</p>\n<p>　　利润方面，2018-2020年归属于公司股东的净亏损分别为20.06亿、20.16亿、29.51亿元。剔除财报中公允价值变动损益，亏损额有所收窄。</p>\n<p>　　截至2021年前三季度，网易云音乐总营收51亿元，同比增长52%，营收保持了较高增速。</p>\n<p>　　月活用户达到1.84亿，在线音乐付费用户数2752万，同比增长超93%，在线音乐付费率达14.9%，高于同期腾讯音乐的11.2%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/744/w550h194/20211202/df45-317c5459f847cebfb0dc0604c4d564be.jpg\"/><span></span></div>\n<p>　　毛利率方面，公司2018-2020年毛利率从-114.7%大幅收窄至-12.2%，2021年半年报，公司毛亏损继续收窄至-0.4%，2021年三季度毛利率继续改善至0.4%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/758/w550h208/20211202/3e9a-7da365e3450c9f84fb862620adba319e.jpg\"/><span></span></div>\n<p>　　从招股书中可以看到，公司内容服务成本占营收比例从2018年报的171%大幅下降至2021年中报的86%，其中很大一部分是音乐版权费用。</p>\n<p>　　随着8月底腾讯音乐声明寻求与上游版权方解除独家协议，网易云音乐将有机会补充大量此前被腾讯音乐独占的核心热门音乐版权，短期内容成本支出恐将再次出现反弹。</p>\n<h2><span>社交娱乐业务持续增长，每付费用户收入大幅领先同行。</span></h2>\n<p>　　根据招股书文件显示，在具体的收入结构上，网易云音乐主营收入为在线音乐服务、社交娱乐服务及其他；其中，社交娱乐服务包括“LOOK直播“、”声波“、”音街“，这一业务也是网易云音乐重要的变现渠道。</p>\n<p>　　2020年，公司来自在线音乐服务的营收为26.23亿元，占比53.6%，来自社交娱乐服务及其他的收入则为22.73亿元，占比46.4%。其中社交娱乐服务每月每付费用户收入为573.8元，大幅领先行业龙头腾讯音乐的141.1元。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/679/w550h129/20211202/35c4-b77a0cf225ce39359a741b8b3c4ec0d9.jpg\"/><span></span></div>\n<p>　　<span>图中A公司为腾讯音乐</span></p>\n<p>　　2021年前三季度，网易云音乐总营收51亿元，同比增长52%，其中社交娱乐业务收入26.7亿元，同比增长75.66%，显示了良好的增长势头。</p>\n<p>　　社交娱乐业务与其他收入业务占比从2020年46.4%进一步增长至52.3%，成为营收主要要力量。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/66/w550h316/20211202/b952-5b0dc990b222212caab58d5378bc6875.jpg\"/><span></span></div>\n<p>　　公司社交娱乐服务及其他收入营收占比从2018年的10.6%增长至52.3%（截至2021年三季度）。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/641/w550h91/20211202/333e-e3f6c3ec639953df01e633c692e3ec30.jpg\"/><span></span></div>\n<p>　　深耕音乐社区与独立音乐人群体</p>\n<p>　　作为全球最大音乐社区，网易云音乐在原创音乐与社区运营方面占据优势。</p>\n<p>　　根据上市文件，截止2021年6月30日，网易云音乐入驻独立音乐人数量超30万，位居行业第一。</p>\n<p>　　网易云音乐的内容库拥有超过6000万首音乐曲目，其中有140万首是来自于注册独立音乐人所创作的音乐曲目，占比约为2.3%，其余均为向版权组织采买的版权授权音乐曲目。</p>\n<p>　　但注册独立音乐人群体贡献的音乐内容占据了网易云音乐全部音乐逾47%的播放量。</p>\n<p>　　根据招股书数据，网易云音乐平台已产生28亿条用户生产内容歌单，27%月活用户在平台创造内容，超过48%听众浏览评论区。</p>\n<p>　　网易云音乐日活用户平均使用每日时长76.9分钟，位居行业第一，高于同期腾讯音乐的70分钟日活使用时长。显示出了平台较强的用户粘性与平台在社区运营方面的竞争优势。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/641/w550h91/20211202/0cc5-5558588cbade5b87c2a9cf10dca910f8.jpg\"/><span></span></div>\n<p>　　音乐版权反垄断影响行业竞争格局</p>\n<p>　　随着2021年7月底市场监管局对腾讯音乐的反垄断处罚落锤，近10年的独家音乐版权模式宣告走向终结。</p>\n<p>　　据悉，本案成为我国《反垄断法》实施以来对违法实施经营者集中采取必要措施恢复市场竞争状态的第一案。</p>\n<p>　　8月31日，腾讯方面发布了《关于放弃音乐版权独家授权权利的声明》（以下称“声明”），声明指出，腾讯已经最大限度寻求与相关上游版权方尽快解除独家协议。</p>\n<p>　　早在2018年，在国家版权局积极协调推动下，腾讯音乐与网易云音乐就网络音乐版权达成合作，相互授权各自独家音乐作品数量99%。</p>\n<p>　　但腾讯音乐保留的1%优质核心版权覆盖绝大部分高热度歌曲，对用户体验极为重要，直接影响用户对音乐平台的选择。</p>\n<p>　　去年2月，网易CEO丁磊曾表示，国际三大唱片公司在中国的独家销售模式使网易云音乐在购买音乐版权时付出了超过合理价格的2-3倍的成本。</p>\n<p>　　11月9日，网易云音乐宣布和香港英皇娱乐达成战略合作，获得了英皇集团旗下全量音乐版权授权，包括谢霆锋、容祖儿、Twins、李克勤、古巨基、陈伟霆、罗嘉良、张家辉等在内的艺人歌曲在线播放版权不再为QQ音乐独有。双方将在音乐版权、音乐演出等领域展开深层次、多样化的合作。</p>\n<p>　　10月19日，网易云音乐与中国最大规模的原创音乐唱片公司摩登天空达成战略合作。</p>\n<p>　　目前，网易云音乐已获得摩登天空旗下全量音乐版权授权，包括新裤子、痛仰、重塑雕像的权利、达达乐队、五条人、海龟先生、马頔等众多知名乐队及音乐人的作品。</p>\n<p>　　摩登天空、英皇等此前被“独占”的音乐版权如今开始共享，是音乐反垄断以来版权开放的重要进展，对于当前的整个音乐产业有重要意义。</p>\n<p>　　独占音乐版权将不再是在线音乐平台捆绑用户的方式，在线音乐平台应大力发展平台生态建设，提供多元优质的内容与服务。</p>\n<p>　　音乐行业版权独占垄断逐步消除，网易云音乐有机会补充此前被下架的腾讯音乐独家曲库版权从而吸引到一批被独占版权捆绑的用户。</p>\n<p>　　但值得注意的是，内容成本的刚性支出，势必会让网易云音乐刚刚得到改善的毛利率再次承压。</p>\n<p>　　总结起来：深耕音乐社区与独立音乐人群体的网易云音乐拥有一定侧位优势。但经营数据与行业龙头腾讯音乐差距巨大，仍处于大幅亏损状态的网易云音乐此时以远高于腾讯音乐的估值上市，价值恐难以维持。</p>\n<div>\n<span>抓紧本年度最后时机！8.xx%理财券抢购通道来了，数量有限，每位用户限领一次！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：陈悠然 </p>\n</div></body></html>","source":"sina","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>网易云音乐：增长有特点，但估值过于夸张</title>\n<style 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}\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: 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\">\n网易云音乐：增长有特点，但估值过于夸张\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 07:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/newstock/zrzdt/2021-12-02/doc-ikyakumx1487380.shtml><strong>阿尔法工场</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>王兆宇\n　　网易云音乐过去三年累计亏损70亿，却以近3倍于腾讯音乐的估值发行，上市后面临较大破发压力。\n　　IPO信息概览：代码：09899.hk；上市日期：2021/12/2；发行价（港元）：205；募集资金额：32.8亿港元；发行后总市值425.90亿港元。\n　　作为国内在线音乐平台“一超一强”格局下的行业龙头，腾讯音乐（TME）今年在美国股票市场的表现可谓跌跌不休：股价从年初高点32.25...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/newstock/zrzdt/2021-12-02/doc-ikyakumx1487380.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5efe6ad3bb6de98f69739311b91c4c72","relate_stocks":{"09899":"网易云音乐"},"source_url":"https://finance.sina.com.cn/stock/newstock/zrzdt/2021-12-02/doc-ikyakumx1487380.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2188560020","content_text":"王兆宇\n　　网易云音乐过去三年累计亏损70亿，却以近3倍于腾讯音乐的估值发行，上市后面临较大破发压力。\n　　IPO信息概览：代码：09899.hk；上市日期：2021/12/2；发行价（港元）：205；募集资金额：32.8亿港元；发行后总市值425.90亿港元。\n　　作为国内在线音乐平台“一超一强”格局下的行业龙头，腾讯音乐（TME）今年在美国股票市场的表现可谓跌跌不休：股价从年初高点32.25美元一直下行至7.19美元，期间跌幅近八成。\n　　而作为行业追赶者角色的网易云音乐，过去三年累计亏损额达70亿人民币，此时却以近3倍于行业龙头腾讯音乐的估值IPO发行，估值恐难以维持，股票上市后面临较大破发压力。\n　　本次招股，网易云音乐引入了网易，索尼和Orbis作为基石投资人，合计认购3.5亿美元等值股票，约占总发行股份83.15%（以发行价205港元计算）。\n　　其中网易认购2亿美元，索尼音乐娱乐认购1亿美元，Orbis认购5000万美元。扣除基石投资人份额后，预计公司流通市值约为5.5亿港元左右。\n　　股权结构方面，上市发行后，网易作为公司最大股东持股比例57.65%，拥有绝对控制权。\n\n　　IPO后股权结构图\n招股书披露募集资金用途：\n　　40%将用作深耕社区，其中包括丰富多元音乐内容、挖掘及扶持原创音乐人，提升社区活跃度及粘性。\n　　40%将用作创新并提高技术能力；10%将用作甄选合并、收购及战略投资；10%将用作运营资金及一般用途。\n\n　　IPO发行估值过高，有破发风险\n　　以公司2020年收入计算，网易云音乐发行价对应PS倍数为7.1倍。作为对比，目前行业龙头腾讯音乐PS估值为2.73倍。\n　　同期，海外流媒体龙头企业Spotify PS估值倍数则为6.1倍。以发行价格计算，网易云音乐发行估值显著高于行业龙头腾讯音乐。\n　　而财务数据方面的对比，网易云音乐与行业龙头腾讯音乐更是差距巨大。\n　　根据腾讯音乐财报显示，2021年第三季度，腾讯单季度营收达78亿元，而网易云音乐前三季度总营收为51亿元，不及腾讯音乐单季。\n　　利润数据两家公司更是悬殊，腾讯音乐已有稳定利润，2018-2020年，腾讯音乐净利润分别为18.33亿、39.82亿、41.55亿，合计接近100亿元。同期网易云音乐三年累计亏损额达70亿元。\n　　2021年上半年，网易云音乐亏损额从去年同期10亿元大幅扩大至38亿元。\n　　经营失血严重发行估值却大幅高估，考虑到此次新股发行除去基石投资者份额后，流通市值仅5.5亿港元左右，流动性不算充足，网易云音乐上市后面临较大的破发\n\n　　营收保持高增长，毛利率持续改善\n　　招股书显示，2018年至2020年间，网易云音乐营业收入分别为11.48亿、23.18亿、48.96亿元。营收保持高速增长，年化复合增速达106.51%。\n　　作为对比，腾讯音乐2018-2020年营收分别为189.85亿、254.34亿、291.53亿，复合增速为23.89%。\n　　利润方面，2018-2020年归属于公司股东的净亏损分别为20.06亿、20.16亿、29.51亿元。剔除财报中公允价值变动损益，亏损额有所收窄。\n　　截至2021年前三季度，网易云音乐总营收51亿元，同比增长52%，营收保持了较高增速。\n　　月活用户达到1.84亿，在线音乐付费用户数2752万，同比增长超93%，在线音乐付费率达14.9%，高于同期腾讯音乐的11.2%。\n\n　　毛利率方面，公司2018-2020年毛利率从-114.7%大幅收窄至-12.2%，2021年半年报，公司毛亏损继续收窄至-0.4%，2021年三季度毛利率继续改善至0.4%。\n\n　　从招股书中可以看到，公司内容服务成本占营收比例从2018年报的171%大幅下降至2021年中报的86%，其中很大一部分是音乐版权费用。\n　　随着8月底腾讯音乐声明寻求与上游版权方解除独家协议，网易云音乐将有机会补充大量此前被腾讯音乐独占的核心热门音乐版权，短期内容成本支出恐将再次出现反弹。\n社交娱乐业务持续增长，每付费用户收入大幅领先同行。\n　　根据招股书文件显示，在具体的收入结构上，网易云音乐主营收入为在线音乐服务、社交娱乐服务及其他；其中，社交娱乐服务包括“LOOK直播“、”声波“、”音街“，这一业务也是网易云音乐重要的变现渠道。\n　　2020年，公司来自在线音乐服务的营收为26.23亿元，占比53.6%，来自社交娱乐服务及其他的收入则为22.73亿元，占比46.4%。其中社交娱乐服务每月每付费用户收入为573.8元，大幅领先行业龙头腾讯音乐的141.1元。\n\n　　图中A公司为腾讯音乐\n　　2021年前三季度，网易云音乐总营收51亿元，同比增长52%，其中社交娱乐业务收入26.7亿元，同比增长75.66%，显示了良好的增长势头。\n　　社交娱乐业务与其他收入业务占比从2020年46.4%进一步增长至52.3%，成为营收主要要力量。\n\n　　公司社交娱乐服务及其他收入营收占比从2018年的10.6%增长至52.3%（截至2021年三季度）。\n\n　　深耕音乐社区与独立音乐人群体\n　　作为全球最大音乐社区，网易云音乐在原创音乐与社区运营方面占据优势。\n　　根据上市文件，截止2021年6月30日，网易云音乐入驻独立音乐人数量超30万，位居行业第一。\n　　网易云音乐的内容库拥有超过6000万首音乐曲目，其中有140万首是来自于注册独立音乐人所创作的音乐曲目，占比约为2.3%，其余均为向版权组织采买的版权授权音乐曲目。\n　　但注册独立音乐人群体贡献的音乐内容占据了网易云音乐全部音乐逾47%的播放量。\n　　根据招股书数据，网易云音乐平台已产生28亿条用户生产内容歌单，27%月活用户在平台创造内容，超过48%听众浏览评论区。\n　　网易云音乐日活用户平均使用每日时长76.9分钟，位居行业第一，高于同期腾讯音乐的70分钟日活使用时长。显示出了平台较强的用户粘性与平台在社区运营方面的竞争优势。\n\n　　音乐版权反垄断影响行业竞争格局\n　　随着2021年7月底市场监管局对腾讯音乐的反垄断处罚落锤，近10年的独家音乐版权模式宣告走向终结。\n　　据悉，本案成为我国《反垄断法》实施以来对违法实施经营者集中采取必要措施恢复市场竞争状态的第一案。\n　　8月31日，腾讯方面发布了《关于放弃音乐版权独家授权权利的声明》（以下称“声明”），声明指出，腾讯已经最大限度寻求与相关上游版权方尽快解除独家协议。\n　　早在2018年，在国家版权局积极协调推动下，腾讯音乐与网易云音乐就网络音乐版权达成合作，相互授权各自独家音乐作品数量99%。\n　　但腾讯音乐保留的1%优质核心版权覆盖绝大部分高热度歌曲，对用户体验极为重要，直接影响用户对音乐平台的选择。\n　　去年2月，网易CEO丁磊曾表示，国际三大唱片公司在中国的独家销售模式使网易云音乐在购买音乐版权时付出了超过合理价格的2-3倍的成本。\n　　11月9日，网易云音乐宣布和香港英皇娱乐达成战略合作，获得了英皇集团旗下全量音乐版权授权，包括谢霆锋、容祖儿、Twins、李克勤、古巨基、陈伟霆、罗嘉良、张家辉等在内的艺人歌曲在线播放版权不再为QQ音乐独有。双方将在音乐版权、音乐演出等领域展开深层次、多样化的合作。\n　　10月19日，网易云音乐与中国最大规模的原创音乐唱片公司摩登天空达成战略合作。\n　　目前，网易云音乐已获得摩登天空旗下全量音乐版权授权，包括新裤子、痛仰、重塑雕像的权利、达达乐队、五条人、海龟先生、马頔等众多知名乐队及音乐人的作品。\n　　摩登天空、英皇等此前被“独占”的音乐版权如今开始共享，是音乐反垄断以来版权开放的重要进展，对于当前的整个音乐产业有重要意义。\n　　独占音乐版权将不再是在线音乐平台捆绑用户的方式，在线音乐平台应大力发展平台生态建设，提供多元优质的内容与服务。\n　　音乐行业版权独占垄断逐步消除，网易云音乐有机会补充此前被下架的腾讯音乐独家曲库版权从而吸引到一批被独占版权捆绑的用户。\n　　但值得注意的是，内容成本的刚性支出，势必会让网易云音乐刚刚得到改善的毛利率再次承压。\n　　总结起来：深耕音乐社区与独立音乐人群体的网易云音乐拥有一定侧位优势。但经营数据与行业龙头腾讯音乐差距巨大，仍处于大幅亏损状态的网易云音乐此时以远高于腾讯音乐的估值上市，价值恐难以维持。\n\n抓紧本年度最后时机！8.xx%理财券抢购通道来了，数量有限，每位用户限领一次！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈悠然","news_type":1,"symbols_score_info":{"09899":1}},"isVote":1,"tweetType":1,"viewCount":3485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603628458,"gmtCreate":1638407080489,"gmtModify":1638407080489,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/09899\">$云音乐(09899)$</a>要涨了","text":"$云音乐(09899)$要涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603900526","isVote":1,"tweetType":1,"viewCount":2538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603045535,"gmtCreate":1638346028079,"gmtModify":1638346028079,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"hi，你们看到多少？","listText":"hi，你们看到多少？","text":"hi，你们看到多少？","images":[{"img":"https://static.tigerbbs.com/da705ca98b7ab4dc8ae7f3ad950e1386","width":"729","height":"1139"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603045535","isVote":1,"tweetType":1,"viewCount":2100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603065253,"gmtCreate":1638341497680,"gmtModify":1638341497680,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>小红书股东也有阿里","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>小红书股东也有阿里","text":"$阿里巴巴-SW(09988)$小红书股东也有阿里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603065253","isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609311614,"gmtCreate":1638238272970,"gmtModify":1638238272970,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>网易云音乐上市，阿里是股东","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>网易云音乐上市，阿里是股东","text":"$阿里巴巴-SW(09988)$网易云音乐上市，阿里是股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609311614","isVote":1,"tweetType":1,"viewCount":2347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899453280,"gmtCreate":1628212062140,"gmtModify":1628212062140,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"值得一买，降价1000，好用不贵，我爸已经用了半年了，无任何问题，他就看看新闻，不玩游戏。","listText":"值得一买，降价1000，好用不贵，我爸已经用了半年了，无任何问题，他就看看新闻，不玩游戏。","text":"值得一买，降价1000，好用不贵，我爸已经用了半年了，无任何问题，他就看看新闻，不玩游戏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899453280","repostId":"2157454518","repostType":2,"repost":{"id":"2157454518","kind":"news","pubTimestamp":1628205113,"share":"https://www.laohu8.com/m/news/2157454518?lang=zh_CN&edition=full","pubTime":"2021-08-06 07:11","market":"sh","language":"zh","title":"跌至2999元，2K+骁龙888，小米11要说再见了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2157454518","media":"腾讯新闻","summary":"但是，小米11有两个地方比较遗憾，这也是很多用户和其说再见的原因之一。不过话说回来，想和小米11说再见还是有点早，因为官方已经针对系统方面进行了大幅度的发力，更新优化只是时间问题。在这种情况下，自然不能和小米11进行说再见了，同时，有可能要给红米手机说再见了。综上信息所述，小米11的价格确实走低了一些，相应性价比也会提升一些。那么问题来了，你们觉得降价之后的小米11值得选择吗？","content":"<html><body><p>原标题：跌至2999元，2K+骁龙888，小米11要说再见了吗？ 来源：<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>从现阶段来看，小米手机目前的状态有一种“水深火热”的感觉，比如有多名网友纷纷喊话，质疑小米11存在发热过高、WiFi失灵、主板故障等问题。</p><p>但是，大多数用户使用过小米手机之后，又觉得整体的品质提高了很多，同时产品本身的实力也非常的均衡。</p><p>在这种情况下，小米手机的口碑也变得时好时坏，同时，小米11作为被关注的对象，发展也变得很敏感。</p><p>如果降价，肯定会被用户说成没有诚意，不降价，口碑确实低了一些，需要通过一些策略来挽回市场损失才可以。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210806/742/w480h262/20210806/6999-10917db9d2f9499961ceb6741e961ad9.jpg/w720fin.jpg\"/></div><p>在各种各样的压力之下，小米11在价格方面开始采用一定的策略，目前在不少分销商处调控到了2999元。</p><p>需要了解的是，这次降价的版本没有充电器，并不是套装版本，这应该也是为什么会进行超大幅度降价的原因之一。</p><p>而降价之后，小米11的性价比肯定会得到大幅度的上涨，同时，消费者在换机的时候，应该会产生一定的选择欲望。</p><p>毕竟，小米11的综合实力还算不错，虽然可以用并不优秀来形容，但还没有到很糟糕的地步，更不用说很糟糕了。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210806/751/w480h271/20210806/db86-b7869492cdfd636ce877b450ade4751b.jpg/w720fin.jpg\"/></div><p><font>简单拿回顾一下小米11的亮点：</font></p><p>作为一款旗舰手机，小米11可以说该有的功能几乎都有了，2K+120Hz OLED<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>高刷曲面屏，直接力压降价之后的同价位机型。</p><p>可能有很多用户说小米11没有配备LTPO技术，但笔者想说的是，小米11的价格要比采用LTPO技术的机型更便宜。</p><p>此外，小米11后置1亿像素+1300万超广角+500万长焦三摄，同时还采用了55W有线+50W无线充电，体验还算出色。</p><p>同时还有双扬声器、NFC、红外遥控等功能，可以说亮点非常的多，很难找出来瑕疵。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210806/739/w480h259/20210806/f4e7-eaf37772eec76476fd4c0a3d30e5f7bb.jpg/w720fin.jpg\"/></div><p>但是，小米11有两个地方比较遗憾，这也是很多用户和其说再见的原因之一。</p><p>一方面，小米11的发热量确实很大，尤其是在大夏天，出门在外，真的不敢长时间玩游戏，不然确实会很烫。</p><p>另一方面，小米11的系统确实不够出色，甚至感觉隔壁的Flyme、EMUI、Magic UI、ColorOS、OriginOS都更加给力。</p><p>原因是MIUI的感觉更像是一个储存箱，无论你用得到还是用不到，所有功能全都塞给你，然后告诉你有总比没有好。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210806/744/w480h264/20210806/b78c-d7614cf96ac51bcbf135643774117e78.jpg/w720fin.jpg\"/></div><p>不过话说回来，想和小米11说再见还是有点早，因为官方已经针对系统方面进行了大幅度的发力，更新优化只是时间问题。</p><p>而且，降价之后的小米11在性价比方面大涨，同价位附近真的很难有对手。</p><p>在这种情况下，自然不能和小米11进行说再见了，同时，有可能要给红米手机说再见了。</p><p>毕竟在同价位附近的红米K40Pro系列真的很难和小米11进行抗衡，尤其是Pro+，更是有点不够看了。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210806/752/w480h272/20210806/cea6-d4069a5eb177064521bb321c6f8c6e8d.jpg/w720fin.jpg\"/></div><p>其实，如今的市场发展速度非常快，当旗舰手机的价格进行下探之后，发展变化自然会变得不一样。</p><p>而且，小米11日常使用和玩游戏都没有特别大的问题，这也是吸引力非常高的地方。</p><p>说到这里说句题外话，近期的小米11貌似陷入了舆论，但还是理智一些，起码笔者借朋友的小米11用过一段时间，没有出现手被烫个泡的情况。</p><p>另外，小米已经冲击到了全球第二，出现类似的舆论也算是正常，就看官方如何解决了。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210806/744/w480h264/20210806/a610-2a7c71abd9a7ab36fa0b765ba15f89ba.jpg/w720fin.jpg\"/></div><p>综上信息所述，小米11的价格确实走低了一些，相应性价比也会提升一些。</p><p>那么问题来了，你们觉得降价之后的小米11值得选择吗？欢迎留言、点赞、分享。</p></body></html>","source":"sina_symbol","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>跌至2999元，2K+骁龙888，小米11要说再见了吗？</title>\n<style 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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跌至2999元，2K+骁龙888，小米11要说再见了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 07:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-06/doc-ikqciyzk9816957.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：跌至2999元，2K+骁龙888，小米11要说再见了吗？ 来源：腾讯新闻从现阶段来看，小米手机目前的状态有一种“水深火热”的感觉，比如有多名网友纷纷喊话，质疑小米11存在发热过高、WiFi失灵、主板故障等问题。但是，大多数用户使用过小米手机之后，又觉得整体的品质提高了很多，同时产品本身的实力也非常的均衡。在这种情况下，小米手机的口碑也变得时好时坏，同时，小米11作为被关注的对象，发展也变得...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-06/doc-ikqciyzk9816957.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6440ed998678ceba7821d81f1812c86f","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-08-06/doc-ikqciyzk9816957.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157454518","content_text":"原标题：跌至2999元，2K+骁龙888，小米11要说再见了吗？ 来源：腾讯新闻从现阶段来看，小米手机目前的状态有一种“水深火热”的感觉，比如有多名网友纷纷喊话，质疑小米11存在发热过高、WiFi失灵、主板故障等问题。但是，大多数用户使用过小米手机之后，又觉得整体的品质提高了很多，同时产品本身的实力也非常的均衡。在这种情况下，小米手机的口碑也变得时好时坏，同时，小米11作为被关注的对象，发展也变得很敏感。如果降价，肯定会被用户说成没有诚意，不降价，口碑确实低了一些，需要通过一些策略来挽回市场损失才可以。在各种各样的压力之下，小米11在价格方面开始采用一定的策略，目前在不少分销商处调控到了2999元。需要了解的是，这次降价的版本没有充电器，并不是套装版本，这应该也是为什么会进行超大幅度降价的原因之一。而降价之后，小米11的性价比肯定会得到大幅度的上涨，同时，消费者在换机的时候，应该会产生一定的选择欲望。毕竟，小米11的综合实力还算不错，虽然可以用并不优秀来形容，但还没有到很糟糕的地步，更不用说很糟糕了。简单拿回顾一下小米11的亮点：作为一款旗舰手机，小米11可以说该有的功能几乎都有了，2K+120Hz OLED三星高刷曲面屏，直接力压降价之后的同价位机型。可能有很多用户说小米11没有配备LTPO技术，但笔者想说的是，小米11的价格要比采用LTPO技术的机型更便宜。此外，小米11后置1亿像素+1300万超广角+500万长焦三摄，同时还采用了55W有线+50W无线充电，体验还算出色。同时还有双扬声器、NFC、红外遥控等功能，可以说亮点非常的多，很难找出来瑕疵。但是，小米11有两个地方比较遗憾，这也是很多用户和其说再见的原因之一。一方面，小米11的发热量确实很大，尤其是在大夏天，出门在外，真的不敢长时间玩游戏，不然确实会很烫。另一方面，小米11的系统确实不够出色，甚至感觉隔壁的Flyme、EMUI、Magic UI、ColorOS、OriginOS都更加给力。原因是MIUI的感觉更像是一个储存箱，无论你用得到还是用不到，所有功能全都塞给你，然后告诉你有总比没有好。不过话说回来，想和小米11说再见还是有点早，因为官方已经针对系统方面进行了大幅度的发力，更新优化只是时间问题。而且，降价之后的小米11在性价比方面大涨，同价位附近真的很难有对手。在这种情况下，自然不能和小米11进行说再见了，同时，有可能要给红米手机说再见了。毕竟在同价位附近的红米K40Pro系列真的很难和小米11进行抗衡，尤其是Pro+，更是有点不够看了。其实，如今的市场发展速度非常快，当旗舰手机的价格进行下探之后，发展变化自然会变得不一样。而且，小米11日常使用和玩游戏都没有特别大的问题，这也是吸引力非常高的地方。说到这里说句题外话，近期的小米11貌似陷入了舆论，但还是理智一些，起码笔者借朋友的小米11用过一段时间，没有出现手被烫个泡的情况。另外，小米已经冲击到了全球第二，出现类似的舆论也算是正常，就看官方如何解决了。综上信息所述，小米11的价格确实走低了一些，相应性价比也会提升一些。那么问题来了，你们觉得降价之后的小米11值得选择吗？欢迎留言、点赞、分享。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":2689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":114349913,"gmtCreate":1623053571932,"gmtModify":1623053571932,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"故意纵火","listText":"故意纵火","text":"故意纵火","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114349913","repostId":"1199470272","repostType":2,"repost":{"id":"1199470272","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623052341,"share":"https://www.laohu8.com/m/news/1199470272?lang=zh_CN&edition=full","pubTime":"2021-06-07 15:52","market":"hk","language":"zh","title":"小米辟谣仓库起火：非小米仓库，货品有受牵连受损但有保险","url":"https://stock-news.laohu8.com/highlight/detail?id=1199470272","media":"老虎资讯综合","summary":"6月7日下午消息，针对网传小米长沙仓库失火的传闻，小米公关部总经理王化在微博回应称，不是小米的仓库，小米的货品有牵连受损，但是有保险。他还表示，其中含有部分本地的618备货，但不影响华南，用户的订单不","content":"<p>6月7日下午消息，针对网传小米长沙仓库失火的传闻，小米公关部总经理王化在微博回应称，不是小米的仓库，小米的货品有牵连受损，但是有保险。他还表示，其中含有部分本地的618备货，但不影响华南，用户的订单不会有影响，销售物流保障会正常进行。<img src=\"https://static.tigerbbs.com/99cda8bdcad2bbc2afa3801fa0e0f4c1\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\">有媒体报道，6月5日湖南长沙天心区一仓库突发大火，现场浓烟弥漫黑烟滚滚。据悉，起火地点为电器仓库，暂无人员伤亡，事故还在进一步处理中。</p><p>网络上有传闻称，该仓库为小米旗下，囤放了618货物。</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>小米辟谣仓库起火：非小米仓库，货品有受牵连受损但有保险</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{ 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15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月7日下午消息，针对网传小米长沙仓库失火的传闻，小米公关部总经理王化在微博回应称，不是小米的仓库，小米的货品有牵连受损，但是有保险。他还表示，其中含有部分本地的618备货，但不影响华南，用户的订单不会有影响，销售物流保障会正常进行。<img src=\"https://static.tigerbbs.com/99cda8bdcad2bbc2afa3801fa0e0f4c1\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\">有媒体报道，6月5日湖南长沙天心区一仓库突发大火，现场浓烟弥漫黑烟滚滚。据悉，起火地点为电器仓库，暂无人员伤亡，事故还在进一步处理中。</p><p>网络上有传闻称，该仓库为小米旗下，囤放了618货物。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199470272","content_text":"6月7日下午消息，针对网传小米长沙仓库失火的传闻，小米公关部总经理王化在微博回应称，不是小米的仓库，小米的货品有牵连受损，但是有保险。他还表示，其中含有部分本地的618备货，但不影响华南，用户的订单不会有影响，销售物流保障会正常进行。有媒体报道，6月5日湖南长沙天心区一仓库突发大火，现场浓烟弥漫黑烟滚滚。据悉，起火地点为电器仓库，暂无人员伤亡，事故还在进一步处理中。网络上有传闻称，该仓库为小米旗下，囤放了618货物。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103940560,"gmtCreate":1619744869150,"gmtModify":1619744869150,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498440391669139","idStr":"3498440391669139"},"themes":[],"title":"","htmlText":"拼多多和蓝绿厂一样，很强和马云关系不大，不可能只有一家优秀公司，拼夕夕还是败了","listText":"拼多多和蓝绿厂一样，很强和马云关系不大，不可能只有一家优秀公司，拼夕夕还是败了","text":"拼多多和蓝绿厂一样，很强和马云关系不大，不可能只有一家优秀公司，拼夕夕还是败了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/103940560","repostId":"2131532814","repostType":2,"isVote":1,"tweetType":1,"viewCount":2832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":338659839,"gmtCreate":1609903010621,"gmtModify":1703741195010,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498440391669139","authorIdStr":"3498440391669139"},"themes":[],"title":"","htmlText":"美团170的市盈率不嫌高，小米嫌高了","listText":"美团170的市盈率不嫌高，小米嫌高了","text":"美团170的市盈率不嫌高，小米嫌高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/338659839","repostId":"1139717291","repostType":2,"repost":{"id":"1139717291","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1609904284,"share":"https://www.laohu8.com/m/news/1139717291?lang=zh_CN&edition=full","pubTime":"2021-01-06 11:38","market":"hk","language":"zh","title":"小米跌幅扩大至6%，此前遭瑞银下调目标价至22港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1139717291","media":"老虎资讯综合","summary":"1月6日，小米集团跌幅持续扩大，截止发稿跌超6.5%，股价暂报33港元，此前遭瑞银下调目标价至22港元。瑞银发表的研究报告指，小米集团股价去年升208%，跑赢MSCI中国IT指数132个百分点，认为股","content":"<p>1月6日，<a href=\"https://laohu8.com/S/01810\">小米集团</a>跌幅持续扩大，截止发稿跌超6.5%，股价暂报33港元，此前遭瑞银下调目标价至22港元。</p><p><img src=\"https://static.tigerbbs.com/4ccc9127a3b07fc10cb773f4fe9454b3\" tg-width=\"840\" tg-height=\"470\"></p><p>瑞银发表的研究报告指，小米集团股价去年升208%，跑赢MSCI中国IT指数132个百分点，认为股份2021/22年预测市盈率达42倍及33倍，已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长，不过仍有多项不利因素需留意，一方面是中国手游经济正远离应用商店营运商，另一方面是中国金融科技监管，以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期，加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长，将评级由中性降至沽售，目标价由23港元降至22港元。</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\" 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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\">\n小米跌幅扩大至6%，此前遭瑞银下调目标价至22港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-06 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月6日，<a href=\"https://laohu8.com/S/01810\">小米集团</a>跌幅持续扩大，截止发稿跌超6.5%，股价暂报33港元，此前遭瑞银下调目标价至22港元。</p><p><img src=\"https://static.tigerbbs.com/4ccc9127a3b07fc10cb773f4fe9454b3\" tg-width=\"840\" tg-height=\"470\"></p><p>瑞银发表的研究报告指，小米集团股价去年升208%，跑赢MSCI中国IT指数132个百分点，认为股份2021/22年预测市盈率达42倍及33倍，已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长，不过仍有多项不利因素需留意，一方面是中国手游经济正远离应用商店营运商，另一方面是中国金融科技监管，以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期，加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长，将评级由中性降至沽售，目标价由23港元降至22港元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139717291","content_text":"1月6日，小米集团跌幅持续扩大，截止发稿跌超6.5%，股价暂报33港元，此前遭瑞银下调目标价至22港元。瑞银发表的研究报告指，小米集团股价去年升208%，跑赢MSCI中国IT指数132个百分点，认为股份2021/22年预测市盈率达42倍及33倍，已反映受惠互联网服务复苏带来的盈利上行。该行估计小米于今年将恢复中国地区的月活跃用户增长，不过仍有多项不利因素需留意，一方面是中国手游经济正远离应用商店营运商，另一方面是中国金融科技监管，以及公司在欧洲的月活跃用户扩张等。该行对公司的互联网服务收入预测显着低于市场预期，加上估计投资者仅愿意以30倍市盈率投资于公司的业务增长，将评级由中性降至沽售，目标价由23港元降至22港元。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":4840,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493291024491772","authorId":"3493291024491772","name":"老大不在家","avatar":"https://static.tigerbbs.com/bf8334597d79297844bc8dafe706ae19","crmLevel":5,"crmLevelSwitch":0,"idStr":"3493291024491772","authorIdStr":"3493291024491772"},"content":"美团是600多倍的市盈率。什么时候变成170了？","text":"美团是600多倍的市盈率。什么时候变成170了？","html":"美团是600多倍的市盈率。什么时候变成170了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387038354,"gmtCreate":1613697907678,"gmtModify":1613697907678,"author":{"id":"3498440391669139","authorId":"3498440391669139","name":"山的那边有一群蓝精灵","avatar":"https://static.tigerbbs.com/73408fd54ea545ceb5e9b325626adc30","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498440391669139","authorIdStr":"3498440391669139"},"themes":[],"title":"","htmlText":"<a 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