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Byron_3055

Byron_3055

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IP属地：广东

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2024-03-21

$美国超微公司(AMD)$ amd 管理层卖股票套现留股民在当股东直接清仓难怪搞不过英伟达

2022-01-28

$哔哩哔哩(BILI)$真垃圾

2023-10-26

补贴亏本占市场是真猛

抱歉，原内容已删除

2023-05-25

游戏太拉了指望游戏盈利游戏做不起来就是个垃圾公司还指望啥盈利啊

消息称B站前游戏业务负责人已离职，陈睿全权接管

2021-01-15

$Playtika Holding Corp.(PLTK)$没中考

2024-10-18

她是你嗲

他们就是看杨笠赚钱难受

2024-07-26

搞错了吧129美元吧

富瑞：维持网易-S(09999)“买入”评级目标价129港元

2024-06-26

爆款啊

《大行》富瑞：网易(09999.HK)《永劫无间》手游7月25日上线料首月流水或达10亿人币吁“买入”

2024-05-28

永劫无间手游网易王者荣耀现金流爆炸

【券商聚焦】华安证券维持网易(09999)“增持”评级指《永劫无间》手游将驱动未来增长

2024-01-29

22年末蛋仔2000万月活休闲类游戏月活都很强生命周期会比一般重度游戏长

抱歉，原内容已删除

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href=\"https://laohu8.com/S/IQ\">爱奇艺</a>的一档单口喜剧节目中，杨笠被抬的位置很高，与周、庞、王平起平坐，地位超然，凌驾于一干男脱口秀演员之上。</p><p>她还是总编剧哩，理论上指导了一切参赛男演员的文本。你可以想象成是——一个女的在教男的如何侧方位停车。</p><p>他们忍了，他们忍了，他们忍了。</p><p>这时却不见我国男性抵制爱奇艺——妈的，杨笠不仅上桌了，还蹬鼻子上脸了，凭什么？</p><p>杨笠接了京东的商务，男的不干了，疯狂串联抵制。</p><p>说明什么呢？</p><p>可以给杨笠身份，但杨笠赚钱，我很难受。</p><p>尤其这钱，可能就是从我在京东买游戏机里出的。</p><p>难受，巨难受啊。</p><p>她讽刺我，还赚我钱，忍不了。</p><p>他们越抵制，杨笠脱口秀的含金量越上升。他们每一个略显滑稽的小动作，都在证明，杨笠曾经说过的没错。</p><p>实质上，我们不要误判网络上汹涌的声量，正如现实中，我们几乎见不到专事挑逗男女对立为乐的活人一样。</p><p>如果能给口饭吃，男性是非常大度的，不太计较施舍的人是杨笠还是张笠的，有奶就是娘，还要啥自行车啊。</p><p>如果京东在某个品牌电脑的销售策略中捆绑进杨笠红包的机制，那么男性手速快的优势会体现的淋漓尽致，他们甚至会定上一个闹钟。</p><p>不过这一点不耽误他们在网上聚集在一起、串联在一起、抱团在一起展现男性的力量——只是为了排挤一个有点冒犯的女人。</p><p>这个风波发生后呢，我对男性倒是没有失望，因为杨笠讲得很清楚了，符合预期。</p><p>我失望的是一些女性。</p><p>譬如，她们也煞有其事的说京东这次代言人策略错了，为什么前期不做市场调研呢？为什么不选择稳妥的明星呢？</p><p>说实话，挺理性的，但也掉入了男性主导的议程设置中。</p><p>本质上，是认为市场策略的得失高于杨笠发声、冒犯的勇气，杨笠打开的那道口子并不重要。</p><p>而我认为杨笠在公共节目中对社会处于强势地位的男性进行冒犯，在中国是一个巨大的进步，这种进步以及突破性意义尤其在女性视角中，应远远大于PPT上的swot分析。</p><p>如果部分男性对杨笠的抵制成功了，女性又认为给予杨笠机会的厂商市场策略失当，那么一个很糟糕的事实是——我们失去了对言论的弹性、自由、冒犯本该抱有的豁达的空间。</p><p>在两性对立的空间中，互相冒犯本就是加深理解与互信的手段，是对两性包容的弹性测试，只有在这个层面上做到哈哈一乐，才能进而谈更艰深的话题。</p><p>如果第一步刚迈出去，双方就炸毛了，那么意味着更具社会平等意义的话题讨论通道就堵塞了。</p><p>更加令人悲哀的是，“抵制杨笠”的人并不是社会的基本盘，甚至不是京东用户的基本盘，一个热爱生活的人，一个为生活斤斤计较的人，他更在意今天多收了三五斗，京东的电脑就是比抖音商城的便宜。可是那些不是基本盘的人却主导了、放大了网络的声音，让人误判社会撕裂的烈度，进而又影响并指导了线下的行为。</p><p>最后我想忠告抵制杨笠的男人（尽管他们不太可能是我的读者）：你的母亲，对父亲的冒犯，乃至无差别对所有男性的冒犯，一定比你网上看到的激进的多——废物、不中用、干啥啥不行，真正刺痛你们父系神经的语言往往就在身边，你割断了脐带，割不断的是总有一个杨笠是你妈。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE 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href=https://tech.ifeng.com/c/8dmPtVNWrAw><strong>三表龙门阵</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“抵制”是公民的一项基本权利。但知道什么可以抵制，什么不可以抵制，就是我国男性狡黠的智慧了。譬如国企，譬如被地方保护的民企，譬如和爱国强绑定的某品牌，男的是万万不敢龇牙咧嘴，反倒会对自己遭受的不公待遇、不良体验进行合理化的解释。拿捏京东，拿捏杨笠，则完完全全是舒适区了。一句经典的话——他们在安全的时候才勇敢，在免费的时候才慷慨，在愚蠢的时候才真诚，在浅薄的时候才动情。不过，吊诡的是——在爱奇艺的...</p>\n\n<a href=\"https://tech.ifeng.com/c/8dmPtVNWrAw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","LU0048580855.USD":"富达大中华区A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK4579":"人工智能","09618":"京东集团-SW","BK4588":"碎股","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1142":"互联网与直销零售","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM 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ACC"},"source_url":"https://tech.ifeng.com/c/8dmPtVNWrAw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2476042319","content_text":"“抵制”是公民的一项基本权利。但知道什么可以抵制，什么不可以抵制，就是我国男性狡黠的智慧了。譬如国企，譬如被地方保护的民企，譬如和爱国强绑定的某品牌，男的是万万不敢龇牙咧嘴，反倒会对自己遭受的不公待遇、不良体验进行合理化的解释。拿捏京东，拿捏杨笠，则完完全全是舒适区了。一句经典的话——他们在安全的时候才勇敢，在免费的时候才慷慨，在愚蠢的时候才真诚，在浅薄的时候才动情。不过，吊诡的是——在爱奇艺的一档单口喜剧节目中，杨笠被抬的位置很高，与周、庞、王平起平坐，地位超然，凌驾于一干男脱口秀演员之上。她还是总编剧哩，理论上指导了一切参赛男演员的文本。你可以想象成是——一个女的在教男的如何侧方位停车。他们忍了，他们忍了，他们忍了。这时却不见我国男性抵制爱奇艺——妈的，杨笠不仅上桌了，还蹬鼻子上脸了，凭什么？杨笠接了京东的商务，男的不干了，疯狂串联抵制。说明什么呢？可以给杨笠身份，但杨笠赚钱，我很难受。尤其这钱，可能就是从我在京东买游戏机里出的。难受，巨难受啊。她讽刺我，还赚我钱，忍不了。他们越抵制，杨笠脱口秀的含金量越上升。他们每一个略显滑稽的小动作，都在证明，杨笠曾经说过的没错。实质上，我们不要误判网络上汹涌的声量，正如现实中，我们几乎见不到专事挑逗男女对立为乐的活人一样。如果能给口饭吃，男性是非常大度的，不太计较施舍的人是杨笠还是张笠的，有奶就是娘，还要啥自行车啊。如果京东在某个品牌电脑的销售策略中捆绑进杨笠红包的机制，那么男性手速快的优势会体现的淋漓尽致，他们甚至会定上一个闹钟。不过这一点不耽误他们在网上聚集在一起、串联在一起、抱团在一起展现男性的力量——只是为了排挤一个有点冒犯的女人。这个风波发生后呢，我对男性倒是没有失望，因为杨笠讲得很清楚了，符合预期。我失望的是一些女性。譬如，她们也煞有其事的说京东这次代言人策略错了，为什么前期不做市场调研呢？为什么不选择稳妥的明星呢？说实话，挺理性的，但也掉入了男性主导的议程设置中。本质上，是认为市场策略的得失高于杨笠发声、冒犯的勇气，杨笠打开的那道口子并不重要。而我认为杨笠在公共节目中对社会处于强势地位的男性进行冒犯，在中国是一个巨大的进步，这种进步以及突破性意义尤其在女性视角中，应远远大于PPT上的swot分析。如果部分男性对杨笠的抵制成功了，女性又认为给予杨笠机会的厂商市场策略失当，那么一个很糟糕的事实是——我们失去了对言论的弹性、自由、冒犯本该抱有的豁达的空间。在两性对立的空间中，互相冒犯本就是加深理解与互信的手段，是对两性包容的弹性测试，只有在这个层面上做到哈哈一乐，才能进而谈更艰深的话题。如果第一步刚迈出去，双方就炸毛了，那么意味着更具社会平等意义的话题讨论通道就堵塞了。更加令人悲哀的是，“抵制杨笠”的人并不是社会的基本盘，甚至不是京东用户的基本盘，一个热爱生活的人，一个为生活斤斤计较的人，他更在意今天多收了三五斗，京东的电脑就是比抖音商城的便宜。可是那些不是基本盘的人却主导了、放大了网络的声音，让人误判社会撕裂的烈度，进而又影响并指导了线下的行为。最后我想忠告抵制杨笠的男人（尽管他们不太可能是我的读者）：你的母亲，对父亲的冒犯，乃至无差别对所有男性的冒犯，一定比你网上看到的激进的多——废物、不中用、干啥啥不行，真正刺痛你们父系神经的语言往往就在身边，你割断了脐带，割不断的是总有一个杨笠是你妈。","news_type":1,"symbols_score_info":{"89618":0.6,"JD":1,"09618":0.6}},"isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331642764693576,"gmtCreate":1721974621421,"gmtModify":1721974623338,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"搞错了吧129美元吧","listText":"搞错了吧129美元吧","text":"搞错了吧129美元吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331642764693576","repostId":"2454675193","repostType":2,"repost":{"id":"2454675193","kind":"news","pubTimestamp":1721973788,"share":"https://www.laohu8.com/m/news/2454675193?lang=zh_CN&edition=full","pubTime":"2024-07-26 14:03","market":"hk","language":"zh","title":"富瑞：维持网易-S(09999)“买入”评级 目标价129港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2454675193","media":"智通财经","summary":"智通财经APP获悉，富瑞发布研究报告称，维持网易-S(09999)“买入”评级，认为如果新游戏能持续稳居游戏畅销榜持续头三位，相信网易首月收入可望突破10亿元人民币的预测，目标价129港元。该行提到，网易新发布的游戏《永劫无间NARAKA：BLADEPOINT》目前在iOS游戏总收入榜排名第三，又拥有4000万预注册量，料将成为一款注重游戏平衡和创新的大型DAU游戏。","content":"<html><body><p>智通财经APP获悉，富瑞发布研究报告称，维持<a href=\"https://laohu8.com/S/09999\">网易-S</a>(09999)“买入”评级，认为如果新游戏能持续稳居游戏畅销榜持续头三位，相信<a href=\"https://laohu8.com/S/NTES\">网易</a>首月收入可望突破10亿元人民币的预测，目标价129港元。</p><p>该行提到，网易新发布的游戏《永劫无间NARAKA：BLADEPOINT》目前在iOS游戏总收入榜排名第三，又拥有4000万预注册量，料将成为一款注重游戏平衡和创新的大型DAU游戏。</p></body></html>","source":"stock_zhitongcaijing","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 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href=http://www.zhitongcaijing.com/content/detail/1155991.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，富瑞发布研究报告称，维持网易-S(09999)“买入”评级，认为如果新游戏能持续稳居游戏畅销榜持续头三位，相信网易首月收入可望突破10亿元人民币的预测，目标价129港元。该行提到，网易新发布的游戏《永劫无间NARAKA：BLADEPOINT》目前在iOS游戏总收入榜排名第三，又拥有4000万预注册量，料将成为一款注重游戏平衡和创新的大型DAU游戏。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1155991.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09999":"网易-S","NTES":"网易"},"source_url":"http://www.zhitongcaijing.com/content/detail/1155991.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2454675193","content_text":"智通财经APP获悉，富瑞发布研究报告称，维持网易-S(09999)“买入”评级，认为如果新游戏能持续稳居游戏畅销榜持续头三位，相信网易首月收入可望突破10亿元人民币的预测，目标价129港元。该行提到，网易新发布的游戏《永劫无间NARAKA：BLADEPOINT》目前在iOS游戏总收入榜排名第三，又拥有4000万预注册量，料将成为一款注重游戏平衡和创新的大型DAU游戏。","news_type":1,"symbols_score_info":{"NTES":1,"09999":1}},"isVote":1,"tweetType":1,"viewCount":3093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320986697224384,"gmtCreate":1719394874282,"gmtModify":1719394876241,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"爆款啊&nbsp;","listText":"爆款啊&nbsp;","text":"爆款啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320986697224384","repostId":"2446334156","repostType":2,"repost":{"id":"2446334156","kind":"news","pubTimestamp":1719383460,"share":"https://www.laohu8.com/m/news/2446334156?lang=zh_CN&edition=full","pubTime":"2024-06-26 14:31","market":"fut","language":"zh","title":"《大行》富瑞：网易(09999.HK)《永劫无间》手游7月25日上线 料首月流水或达10亿人币吁“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2446334156","media":"阿斯达克财经","summary":"富瑞发表研究报告指，网易(09999.HK) 的《永劫无间》手游将于7月25日公测上线。据该行分析及市场预测，考虑到该游戏电脑版已被玩家所熟悉，而行内人士的期望亦高于市场，料首月流水或达到约10亿元人民币。该行维持网易“买入”评级，目标价202元。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-06-26 12:25。)AASTOCKS新闻","content":"<div>\n<p>富瑞发表研究报告指，网易(09999.HK) 的《永劫无间》手游将于7月25日公测上线。据该行分析及市场预测，考虑到该游戏电脑版已被玩家所熟悉，而行内人士的期望亦高于市场，料首月流水或达到约10亿元人民币。该行维持网易“买入”评级，目标价202元。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-06-26 12:25。)AASTOCKS新闻</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1359332&catg=4&source=AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","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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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《大行》富瑞：网易(09999.HK)《永劫无间》手游7月25日上线 料首月流水或达10亿人币吁“买入”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 14:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1359332&catg=4&source=AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>富瑞发表研究报告指，网易(09999.HK) 的《永劫无间》手游将于7月25日公测上线。据该行分析及市场预测，考虑到该游戏电脑版已被玩家所熟悉，而行内人士的期望亦高于市场，料首月流水或达到约10亿元人民币。该行维持网易“买入”评级，目标价202元。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-06-26 12:25。)AASTOCKS新闻</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1359332&catg=4&source=AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20200602175237843_s.jpg","relate_stocks":{"BK4501":"段永平概念","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU2279701549.SGD":"JPMorgan Funds - Emerging Markets Sustainable Equity A (acc) 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Acc","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0650527681.SGD":"Fidelity China Consumer A-SGD"},"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1359332&catg=4&source=AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446334156","content_text":"富瑞发表研究报告指，网易(09999.HK) 的《永劫无间》手游将于7月25日公测上线。据该行分析及市场预测，考虑到该游戏电脑版已被玩家所熟悉，而行内人士的期望亦高于市场，料首月流水或达到约10亿元人民币。该行维持网易“买入”评级，目标价202元。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-06-26 12:25。)AASTOCKS新闻","news_type":1,"symbols_score_info":{"NTES":1,"09999":1}},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310682113970176,"gmtCreate":1716877717667,"gmtModify":1716877719744,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"永劫无间手游网易王者荣耀现金流爆 炸","listText":"永劫无间手游网易王者荣耀现金流爆 炸","text":"永劫无间手游网易王者荣耀现金流爆 炸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310682113970176","repostId":"2438871282","repostType":2,"repost":{"id":"2438871282","kind":"news","pubTimestamp":1716794552,"share":"https://www.laohu8.com/m/news/2438871282?lang=zh_CN&edition=full","pubTime":"2024-05-27 15:22","market":"hk","language":"zh","title":"【券商聚焦】华安证券维持网易(09999)“增持”评级 指《永劫无间》手游将驱动未来增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2438871282","media":"金吾资讯","summary":"金吾财讯 | 华安证券发研指，网易 一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。净利润85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。创新及其他业务收入为20亿元，同比增长6.1%。营业费用合计为94亿元，同比增长22.4%。近期，网易的热门游戏在更多地区发布，持续扩展了影响力。该行表示，《永劫无间》手游将驱动未来增长。维持“增持”评级。","content":"<html><body><article><p>金吾财讯 | <a href=\"https://laohu8.com/S/600909\">华安证券</a>发研指，<a href=\"https://laohu8.com/S/NTES\">网易</a>(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。<span>净利润</span>(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。<a href=\"https://laohu8.com/S/DAO\">有道</a>收入为14亿元，同比增长19.7%。<a href=\"https://laohu8.com/S/09899\">云音乐</a>收入为20亿元，同比增长3.6%。创新及其他业务收入为20亿元，同比增长6.1%。毛利润为170亿元，同比增长14.2%。营业费用合计为94亿元，同比增长22.4%。</p><p>近期，网易的热门游戏在更多地区发布，持续扩展了影响力。储备游戏包括：《燕云十六声》、《永劫无间》手游、《七日世界》和《漫威争锋》。此外，网易更新了与暴雪娱乐的发行协议，将玩家钟爱的游戏带回中国市场，并将与<a href=\"https://laohu8.com/S/MSFT\">微软</a>游戏展开更广泛的合作。该行表示，《永劫无间》手游将驱动未来增长。</p><p>该行预计CY24/25/26年归母净利润(Non-GAAP)分别为380.32/441.92/488.83亿元，前次预测值CY24/25/26年分别为373.04/413.19/444.80亿元。维持“增持”评级。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】华安证券维持网易(09999)“增持”评级 指《永劫无间》手游将驱动未来增长</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; 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华安证券发研指，网易(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。净利润(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。有道收入为14亿元，同比增长19.7%。云音乐收入为20亿元，同比增长3.6%。创新及其他业务收入为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405271523179ef1a8d3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09999":"网易-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405271523179ef1a8d3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2438871282","content_text":"金吾财讯 | 华安证券发研指，网易(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。净利润(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。有道收入为14亿元，同比增长19.7%。云音乐收入为20亿元，同比增长3.6%。创新及其他业务收入为20亿元，同比增长6.1%。毛利润为170亿元，同比增长14.2%。营业费用合计为94亿元，同比增长22.4%。近期，网易的热门游戏在更多地区发布，持续扩展了影响力。储备游戏包括：《燕云十六声》、《永劫无间》手游、《七日世界》和《漫威争锋》。此外，网易更新了与暴雪娱乐的发行协议，将玩家钟爱的游戏带回中国市场，并将与微软游戏展开更广泛的合作。该行表示，《永劫无间》手游将驱动未来增长。该行预计CY24/25/26年归母净利润(Non-GAAP)分别为380.32/441.92/488.83亿元，前次预测值CY24/25/26年分别为373.04/413.19/444.80亿元。维持“增持”评级。","news_type":1,"symbols_score_info":{"09999":1}},"isVote":1,"tweetType":1,"viewCount":4116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286504147583032,"gmtCreate":1710974856006,"gmtModify":1710982950728,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"<a 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生命周期会比一般重度游戏长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268253033341096","repostId":"2407885020","repostType":2,"isVote":1,"tweetType":1,"viewCount":3386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234657960235016,"gmtCreate":1698317385846,"gmtModify":1698317387317,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"补贴亏本占市场是真猛","listText":"补贴亏本占市场是真猛","text":"补贴亏本占市场是真猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234657960235016","repostId":"2378309270","repostType":2,"isVote":1,"tweetType":1,"viewCount":2965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216952009601248,"gmtCreate":1693989836649,"gmtModify":1693989838056,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"70块钱就应该杠杠拉满","listText":"70块钱就应该杠杠拉满","text":"70块钱就应该杠杠拉满","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216952009601248","repostId":"2365052276","repostType":2,"repost":{"id":"2365052276","kind":"news","pubTimestamp":1693920666,"share":"https://www.laohu8.com/m/news/2365052276?lang=zh_CN&edition=full","pubTime":"2023-09-05 21:31","market":"us","language":"zh","title":"拼多多盘中异动 早盘大幅下挫5.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2365052276","media":"自选股智能写手","summary":"北京时间2023年09月05日21时31分，拼多多股票出现异动，股价急速下挫5.25%。截至发稿，该股报97.87美元/股，成交量107.956万股，换手率0.08%，振幅2.15%。拼多多股票所在的互联网零售行业中，整体跌幅为0.42%。拼多多控股公司旨在将更多的企业和人员带入数字经济，以便当地社区和小型企业可以从提高的生产力和新机遇中受益。拼多多控股公司已经建立了一个采购，物流和履行能力网络，以支持其基础业务。","content":"<html><body><article><p>北京时间2023年09月05日21时31分，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>（PDD.us）股票出现异动，股价急速下挫5.25%。截至发稿，该股报97.87美元/股，成交量107.956万股，<span>换手率</span>0.08%，振幅2.15%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>74.47亿美元，<span>净利润</span>18.67亿美元，<span>每股收益</span>1.37美元，<span>毛利</span>47.85亿美元，市盈率25.02倍。</p><p>机构评级方面，在所有45家参与评级的机构中，93%的券商给予买入建议，7%的券商给予持有建议，无券商给予卖出建议。</p><p>拼多多股票所在的互联网零售行业中，整体跌幅为0.42%。其相关个股中，知食谷、大公文交所、Qurate Retail Inc涨幅较大，<a href=\"https://laohu8.com/S/SECO\">寺库</a>集团、Global-E Online Ltd、拼多多较为活跃，换手率分别为0.33%、0.19%、0.08%，振幅较大的相关个股有<a href=\"https://laohu8.com/S/RERE\">万物新生</a>（爱回收）、知食谷、Qurate Retail Inc，振幅分别为8.00%、2.77%、2.63%。</p><p>拼多多公司简介：拼多多控股公司（纳斯达克股票代码：PDD）是一家跨国商业集团，拥有并经营一系列业务。拼多多控股公司旨在将更多的企业和人员带入数字经济，以便当地社区和小型企业可以从提高的生产力和新机遇中受益。拼多多控股公司已经建立了一个采购，物流和履行能力网络，以支持其基础业务。</p><p>消息层面，截至21时31分，《<snpa>电商巨头“半年考”：美团、拼多多业绩增速领先 平台投入效率普遍提升</snpa>》资讯为影响拼多多的重要信息。该信息摘要如下：上市公司半年报披露落下帷幕，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、拼多多、美团四大互联网电商“大厂”2023年二季度重启业绩增长引擎，尤其是收入表现超出市场预期。展望下半年，消费活力预期增强，有望带动电商行业增长势能提升，电商平台前期投入有望进一步转化为实质业绩成长。在当前市场环境下，预计拼多多GMV、收入及利润在下半年相对其他电商平台继续高增长。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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拼多多盘中异动 早盘大幅下挫5.25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-05 21:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023090521311083894442&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2023年09月05日21时31分，拼多多（PDD.us）股票出现异动，股价急速下挫5.25%。截至发稿，该股报97.87美元/股，成交量107.956万股，换手率0.08%，振幅2.15%。最近的财报数据显示，该股实现营业收入74.47亿美元，净利润18.67亿美元，每股收益1.37美元，毛利47.85亿美元，市盈率25.02倍。机构评级方面，在所有45家参与评级的机构中，93%的券商...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023090521311083894442&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4220":"综合零售","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0370786039.SGD":"Fidelity Greater China 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023090521311083894442&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2365052276","content_text":"北京时间2023年09月05日21时31分，拼多多（PDD.us）股票出现异动，股价急速下挫5.25%。截至发稿，该股报97.87美元/股，成交量107.956万股，换手率0.08%，振幅2.15%。最近的财报数据显示，该股实现营业收入74.47亿美元，净利润18.67亿美元，每股收益1.37美元，毛利47.85亿美元，市盈率25.02倍。机构评级方面，在所有45家参与评级的机构中，93%的券商给予买入建议，7%的券商给予持有建议，无券商给予卖出建议。拼多多股票所在的互联网零售行业中，整体跌幅为0.42%。其相关个股中，知食谷、大公文交所、Qurate Retail Inc涨幅较大，寺库集团、Global-E Online Ltd、拼多多较为活跃，换手率分别为0.33%、0.19%、0.08%，振幅较大的相关个股有万物新生（爱回收）、知食谷、Qurate Retail Inc，振幅分别为8.00%、2.77%、2.63%。拼多多公司简介：拼多多控股公司（纳斯达克股票代码：PDD）是一家跨国商业集团，拥有并经营一系列业务。拼多多控股公司旨在将更多的企业和人员带入数字经济，以便当地社区和小型企业可以从提高的生产力和新机遇中受益。拼多多控股公司已经建立了一个采购，物流和履行能力网络，以支持其基础业务。消息层面，截至21时31分，《电商巨头“半年考”：美团、拼多多业绩增速领先 平台投入效率普遍提升》资讯为影响拼多多的重要信息。该信息摘要如下：上市公司半年报披露落下帷幕，阿里巴巴、京东、拼多多、美团四大互联网电商“大厂”2023年二季度重启业绩增长引擎，尤其是收入表现超出市场预期。展望下半年，消费活力预期增强，有望带动电商行业增长势能提升，电商平台前期投入有望进一步转化为实质业绩成长。在当前市场环境下，预计拼多多GMV、收入及利润在下半年相对其他电商平台继续高增长。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1,"symbols_score_info":{"PDD":1}},"isVote":1,"tweetType":1,"viewCount":3611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655075852,"gmtCreate":1685012965976,"gmtModify":1685013466253,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"游戏太拉了指望游戏盈利 &nbsp;游戏做不起来就是个垃圾公司 还指望啥盈利啊","listText":"游戏太拉了指望游戏盈利 &nbsp;游戏做不起来就是个垃圾公司 还指望啥盈利啊","text":"游戏太拉了指望游戏盈利 游戏做不起来就是个垃圾公司 还指望啥盈利啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655075852","repostId":"2337081299","repostType":2,"repost":{"id":"2337081299","kind":"news","pubTimestamp":1684936033,"share":"https://www.laohu8.com/m/news/2337081299?lang=zh_CN&edition=full","pubTime":"2023-05-24 21:47","market":"hk","language":"zh","title":"消息称B站前游戏业务负责人已离职，陈睿全权接管","url":"https://stock-news.laohu8.com/highlight/detail?id=2337081299","media":"砍柴网","summary":"5 月 24 日消息，据 36 氪报道，B站游戏业务的前负责人张峰已于 2022 年底离开B站，目前尚无最新动向。张峰曾是B站副总裁，主导了B站的自研游戏和投资游戏公司的策略。然而，由于自研游戏缺乏爆","content":"<html><body><article><p>5 月 24 日消息，据 36 氪报道，B站游戏业务的前负责人张峰已于 2022 年底离开B站，目前尚无最新动向。</p><p>张峰曾是B站副总裁，主导了B站的自研游戏和投资游戏公司的策略。然而，由于自研游戏缺乏爆款，投资游戏公司过于分散，以及版号放缓等因素，B站游戏业务的收入增长放缓，占比也大幅下降。2022 年 11 月，B站CEO 陈睿宣布全权接管B站游戏业务，张峰调任其他岗位。</p><p>B站游戏业务的发展始于 2017 年，当时B站代理发行了《碧蓝航线》《FGO》等二次元手游，获得了巨大的成功。随后，B站开始建立自研游戏团队，并投资或收购了多家游戏公司。但是，这些举措并没有带来预期的效果。一方面，B站自研游戏团队规模庞大，但产品质量不高，难以满足用户需求和市场竞争；另一方面，B站投资的游戏公司多为中小型团队，作品类型太过聚焦于二次元题材，缺乏核心竞争力。2022 年 4 月，B站对游戏部门进行了一轮裁员。</p><p>与此同时，B站在视频广告、直播、电商等领域的收入增长迅速，使得游戏业务在B站的重要性下降。据财报显示，2018 年B站上市前，游戏业务收入占比超过 80%，而在 2022 年占比已跌至 22.8%。而且，在二次元手游领域，B站也面临着<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、TapTap 等强劲对手的挑战。</p><p>值得注意的是，自去年底陈睿接管游戏业务以来，B站暂未公布任何重大变化或动作。未来，B站是否能够打破游戏业务的困境，实现“二次元游戏化”的愿景，还有待观察。</p><img src=\"https://inews.gtimg.com/om_bt/OZhRRxfuma-uDmmP5EPxgquvTPrGud7gfr_ctdppfj1zYAA/0\"/><p>来源：IT之家</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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年底离开B站，目前尚无最新动向。张峰曾是B站副总裁，主导了B站的自研游戏和投资游戏公司的策略。然而，由于自研游戏缺乏爆款，投资游戏公司过于分散，以及版号放缓等因素，B站游戏业务的收入增长放缓，占比也大幅下降。2022 年 11 月，B站CEO 陈睿宣布全权接管B站游戏业务，张峰调任其他岗位。B站游戏业务的发展始于 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023052421490982437caa&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1608":"元宇宙概念","SG9999001051.SGD":"United Asia Fund SGD","BILI":"哔哩哔哩","BK1588":"回港中概股","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1104":"互动家庭娱乐","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1587":"次新股","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","09626":"哔哩哔哩-W","BK1575":"同股不同权","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","SG9999001093.SGD":"United Greater China Fund A Acc SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023052421490982437caa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2337081299","content_text":"5 月 24 日消息，据 36 氪报道，B站游戏业务的前负责人张峰已于 2022 年底离开B站，目前尚无最新动向。张峰曾是B站副总裁，主导了B站的自研游戏和投资游戏公司的策略。然而，由于自研游戏缺乏爆款，投资游戏公司过于分散，以及版号放缓等因素，B站游戏业务的收入增长放缓，占比也大幅下降。2022 年 11 月，B站CEO 陈睿宣布全权接管B站游戏业务，张峰调任其他岗位。B站游戏业务的发展始于 2017 年，当时B站代理发行了《碧蓝航线》《FGO》等二次元手游，获得了巨大的成功。随后，B站开始建立自研游戏团队，并投资或收购了多家游戏公司。但是，这些举措并没有带来预期的效果。一方面，B站自研游戏团队规模庞大，但产品质量不高，难以满足用户需求和市场竞争；另一方面，B站投资的游戏公司多为中小型团队，作品类型太过聚焦于二次元题材，缺乏核心竞争力。2022 年 4 月，B站对游戏部门进行了一轮裁员。与此同时，B站在视频广告、直播、电商等领域的收入增长迅速，使得游戏业务在B站的重要性下降。据财报显示，2018 年B站上市前，游戏业务收入占比超过 80%，而在 2022 年占比已跌至 22.8%。而且，在二次元手游领域，B站也面临着腾讯、网易、TapTap 等强劲对手的挑战。值得注意的是，自去年底陈睿接管游戏业务以来，B站暂未公布任何重大变化或动作。未来，B站是否能够打破游戏业务的困境，实现“二次元游戏化”的愿景，还有待观察。来源：IT之家","news_type":1,"symbols_score_info":{"09626":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":3715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631572757,"gmtCreate":1644852215035,"gmtModify":1644853006467,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"产品没有创新能力活不久 上市了也是垃圾股票的网红产品 产品同质化严重","listText":"产品没有创新能力活不久 上市了也是垃圾股票的网红产品 产品同质化严重","text":"产品没有创新能力活不久 上市了也是垃圾股票的网红产品 产品同质化严重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631572757","repostId":"2211573948","repostType":2,"repost":{"id":"2211573948","kind":"news","pubTimestamp":1644802442,"share":"https://www.laohu8.com/m/news/2211573948?lang=zh_CN&edition=full","pubTime":"2022-02-14 09:34","market":"us","language":"zh","title":"91年聂云宸Hold不住600亿喜茶","url":"https://stock-news.laohu8.com/highlight/detail?id=2211573948","media":"市场资讯","summary":"裁员的故事终于发生在了喜茶身上。2月9日，据新浪财经报道称，喜茶内部正在实施裁员，裁员规模涉及30%员工，有消息称信息安全部门全军覆没，门店拓展部门裁员高达50%。另有内部员工称，全体员工无年终奖，或年终奖“延期发放”。2月10日，喜茶回应称，相关传闻皆为不实信息，公司不存在所谓大裁员情况，年前少量的人员调整为基于年终考核的正常人员调整和优化。但裁员并不是喜茶的救命稻草，想Hold住600亿，聂云宸得有新的解决方案。","content":"<html><body><p>\n<figure>\n<img h=\"315\" src=\"http://n.sinaimg.cn/tech/crawl/65/w550h315/20220214/1bbb-a0a0dfa8ffde91cdbec07b753010dbe2.jpg\" w=\"550\"/>\n</figure>\n</p><p>出品｜零态LT（ID：LingTai_LT）</p>\n<p>作者｜顾念秋</p>\n<p>编辑｜胡展嘉</p>\n<p>题图｜喜茶官微</p>\n<p>裁员的故事终于发生在了喜茶身上。</p>\n<p>2月9日，据<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经报道称，喜茶内部正在实施裁员，裁员规模涉及30%员工，有消息称信息安全部门全军覆没，门店拓展部门裁员高达50%。另有内部员工称，全体员工无年终奖，或年终奖“延期发放”。</p>\n<p><img src=\"http://n.sinaimg.cn/tech/crawl/33/w550h283/20220214/43dd-79474ed04d1bcd2b4cc08379df8bd664.png\"/><span>▲图：新浪微博</span></p>\n<p>2月10日，喜茶回应称，相关传闻皆为不实信息，公司不存在所谓大裁员情况，年前少量的人员调整为基于年终考核的正常人员调整和优化。同时，员工的年终奖也均已根据绩效表现，于春节前正常发放至员工手中。 </p>\n<p>这不是第一个卷入裁员风波的“新式茶饮”企业。</p>\n<p>去年12月，茶颜悦色CEO在工作群舌战员工的事件令大众唏嘘，而争论的焦点恰恰在于“到手工资由原本的5000元左右降低至2000元左右、提成仅8元”的降薪问题。降薪本身就是对于员工的一种劝退，也是裁员的最初信号。</p>\n<p>“新式茶饮”的另一个巨头<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>也不好过。2021年整年，在收到多起食品安全罚单的情况下，奈雪的茶还面临着更为严重的亏损问题。2021年6月，奈雪的茶打响新茶饮上市第一枪，IPO发行价为每股19.8港元。而如今，股价约为7港元，与发行价相比遭到腰斩。</p>\n<p>不光是“新式茶饮”赛道迎来新一轮洗牌，过去五年内出现的餐饮企业，也纷纷走下神坛。去年年底，龙头品牌<a href=\"https://laohu8.com/S/06862\">海底捞</a>宣布关闭门店300余家，将近3万海底捞员工面临调岗，海底捞承诺不会裁员。如今喜茶放出的裁员信息，与海底捞的闭店动作遥相呼应。</p>\n<p>喜茶的困境，也是新消费品牌的式微。</p>\n<p><strong>01 员工渴望被裁 </strong></p>\n<p>喜茶对于裁员问题没有全盘否认，而是将其美化为“人员调整和优化”。</p>\n<p>这基本上坐实了喜茶的裁员行为。关于年终奖发放问题，尽管喜茶一口否认，但脉脉一位“喜茶在职员工”却表示，年终奖按照原先的0.4倍发放。所谓的“根据绩效表现”，很可能是喜茶不发放全部年终奖的一种说辞。</p>\n<p>随着大众对于裁员事件的关注，越来越多的细节浮出水面。</p>\n<p>一位不愿透露姓名的喜茶员工向零态LT（ID：LingTai_LT）表示，被裁员工可以获得N+1补偿，也可以选择调岗。他表示，不少员工自去年年末就希望裁员“轮到自己”，早就对公司没有感情。</p>\n<p>“服务业嘛，三餐紊乱和福利少也勉强能忍。但去年年会，晚上十点还强制我们留下，年会开到半夜，就让人对公司感到失望。”这名员工提及公司的做法，如此表示，“业绩差就裁员，高管之间拉帮结派。谁都知道，这份工作干不长的。被裁员，拿了补偿还体面。”</p>\n<p>诚然，尽管在新式茶饮赛道名列龙头，但喜茶在业界的名声却不副实。 </p>\n<p>一方面是因为创始人过于年轻，出生于1991年的聂云宸肩负搭建新式茶饮第一品牌的重任，也因自己的青涩让喜茶走了不少弯路。另一方面，喜茶的管理层基本上靠从其他公司挖角，品牌内部的方针并不统一。</p>\n<p>品牌过于年轻，也让喜茶的风评一直不算理想。<a href=\"https://laohu8.com/S/ZH\">知乎</a>上，关于“在喜茶工作是一种什么体验”的提问下，清一色的负面评价。一位兼职的员工描绘了在喜茶工作的真实情景，一天一顿饭，没空上厕所，工时超过12小时，加班也不多给钱等等。这条评论获得了超过250个赞。</p>\n<p><img src=\"http://n.sinaimg.cn/tech/crawl/796/w550h246/20220214/9e41-e071e067d43f89053fecfbc483621cea.png\"/><span>▲图：知乎</span></p>\n<p>裁员只是喜茶困境的一个缩影。</p>\n<p>不少媒体猜测，此次裁员是喜茶去年的亏损“买单”。2021年全年，喜茶的销售增速逐步下滑，整体收入并不乐观。与之旗鼓相当的奈雪的茶年亏损在1.35亿元至1.65亿元之间，喜茶去年的亏损按此推算，也应超过了1亿元。裁员，在缩减人力成本的同时，也弥补了之前利润下滑的账面。</p>\n<p>另有接近喜茶高层的知情人士称，喜茶这次的裁员能让财务数据变得好看，很可能是为接下来的上市计划做准备。</p>\n<p>喜茶在细分赛道影响力非凡。最近的一次融资追溯到2021年7月，这笔D轮融资喜茶进账5亿美元，融资后估值超过600亿美元，是“新式茶饮第一股”奈雪的茶的6倍。从融资进程来看，上市对于喜茶而言只是时间问题，但上市前，喜茶面临的内忧外患正在蚕食这个年轻的新消费品牌。</p>\n<div sax-type=\"proxy\"></div><p><strong>02 管理难迄发展 </strong></p>\n<p>年轻，成就了喜茶，也造就了喜茶“内忧”的围城。</p>\n<p>一夜爆红，让喜茶管理层的成长滞后于品牌张力。91年的喜茶创始人聂云宸将一个小小的品牌孵化长大，除了自身的努力，更有运气加成。2016年，年仅25岁的聂云宸用半小时打动IDG资本和投资人何伯权，获得亿元融资，喜茶自此开启了新式茶饮赛道的征程。</p>\n<p><img src=\"http://n.sinaimg.cn/tech/crawl/86/w550h336/20220214/1b47-e1475a004eae9d70dbb98c4f1d48042d.jpg\"/><span>▲图：聂云宸在喜茶8周年司庆上</span></p>\n<p>2017年，喜茶走出珠三角，在上海打开新市场。据悉，喜茶在上海人民广场的首店坐落于来福士商场，开店时排队时长最高可达6小时。4000杯的日营业数目，8万元的日营业额，喜茶成为茶饮届新星，也成为了餐饮赛道的“香饽饽”。</p>\n<p>好的IP，让资本沉迷于新一轮“造富运动”。2016年至今，喜茶共完成了4轮融资，涉及IDG资本、美团龙珠、红杉中国、黑蚁资本、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、高瓴等头部融资机构。</p>\n<p>品牌的超高速增长，资本的过度青睐，超过了喜茶品牌的负荷能力。</p>\n<p>体现在管理水平上尤甚。</p>\n<p>“高管有腾讯的，有<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>的，各成帮派。有的时候你不需要干得好，只需要站对边，就能拿到好的绩效。”一位已经离职喜茶的前员工向零态LT（ID：LingTai_LT）描绘了喜茶内部斗争的事实，“不像大公司的体系结构，不光没有办法提高效率，也留不住人。高层干满两年的很少，因为觉得没前途。”</p>\n<p>高层的明争暗斗自然让喜茶的管理水平不尽如人意。而聂云宸对于收购乐乐茶一事的发言更是让人对这个充满才气的年轻人满腹质疑。</p>\n<p><img src=\"http://n.sinaimg.cn/tech/crawl/670/w433h237/20220214/e289-d9198e6de7c2f498d31ff4f1de2ec5bb.png\"/><span>▲图：聂云宸朋友圈</span></p>\n<p>2021年7月，有消息称元气森林和喜茶都有收购乐乐茶的计划。聂云宸随后以朋友圈的形式回应道，“消息不实，此前经过中间人介绍的确有过一段时间接触，但在深度了解内部情况、业务数据和状况后已经彻底、完全、坚决放弃。”</p>\n<p>尽管喜茶的体量在新式茶饮赛道拔得头筹，但公开批判友商的行为，属实令人“震撼”。更有喜茶员工爆料称，去年年会上，聂云宸公开评价友商存在弊端，此举“有失格局”。</p>\n<p>年少成名给聂云宸带来的不光是资本，更是傲气，也让喜茶这个年轻品牌的管理层自顶向下，离成熟都有差距。这无疑限制了喜茶的增长。</p>\n<p>以喜茶的管理能力来看，打理一个估值600亿的品牌对聂云宸尤为困难。从饮品赛道的竞争现状来看，600亿会不会缩水，还要打一个问号。</p>\n<p><strong>03 600亿只是过去 </strong></p>\n<p>饮品赛道，新人入场。这更是喜茶前进的绊脚石。</p>\n<p>新人入场，意味着喜茶的份额在被瓜分，这从2021年喜茶开店速度和利润的放缓亦可看出。去年10月，喜茶店均收入与销售坪效环比7月份下滑了20%左右，与上一年同期相比下滑了32%左右，喜茶的品牌魅力正在消失。</p>\n<p>萎缩的不仅仅是喜茶和新式茶饮赛道，更是整个新消费时代。</p>\n<p>餐饮赛道的头部品牌，都面临着新消费时代红利过期的困境。例如早几年成名的海底捞，这两年都在为2019年气势磅礴的扩张计划“买单”。无论是食品安全的罚单，还是门店闭店计划，本质上都是品牌被增长泡沫所迷惑，而疫情带来的消费锐减也让新消费不再身处红利期。</p>\n<p>所以才有了开年裁员这等“开源节流”的举措。但裁员并不是喜茶的救命稻草，想Hold住600亿，聂云宸得有新的解决方案。</p>\n<p>回顾喜茶的成长，聂云宸交出的答案工整亦富有新意。早期打开市场的时候，稳稳把控饮品的质量和口感，这才让喜茶在众多茶饮中脱颖而出。</p>\n<p>中期市场扩张时，不断深化品牌的价值，这让喜茶这个新式茶饮品牌迅速获得了家喻户晓的成绩。硬币也有背面，扩张的同期也面临着食品安全、虚假宣传等诸多问题，喜茶的答卷也仍能过关。</p>\n<p>但新式茶饮如火如荼，新消费时代逐渐褪去，喜茶已经来到了发展的中后期。新品牌的冲击、亏损的加剧只是一个开端。在餐饮消费市场立足越久，喜茶面临的问题也会更加严峻。</p>\n<p>消费者口味的疲乏如何解决？在芝士奶盖茶市场如何获得差异化优势？未来品牌的价值是驻足餐饮还是向别的赛道扩张——想握住600亿市值，聂云宸要解决的问题还有太多。</p>\n<p>喜茶的未来，取决于存量时代的管理方针与运营模式。一方裁员，一次“狡辩”，或许能够让喜茶的数据变得相对漂亮，但也折损了品牌的公信力。年轻的聂云宸也应该褪下身上的傲气，不然无法Hold住600亿的大品牌。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>91年聂云宸Hold不住600亿喜茶</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 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class=\"title\">\n91年聂云宸Hold不住600亿喜茶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 09:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/i/gn/2022-02-14/detail-ikyamrna0644990.d.html?vt=4><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>出品｜零态LT（ID：LingTai_LT）\n作者｜顾念秋\n编辑｜胡展嘉\n题图｜喜茶官微\n裁员的故事终于发生在了喜茶身上。\n2月9日，据新浪财经报道称，喜茶内部正在实施裁员，裁员规模涉及30%员工，有消息称信息安全部门全军覆没，门店拓展部门裁员高达50%。另有内部员工称，全体员工无年终奖，或年终奖“延期发放”。\n▲图：新浪微博\n2月10日，喜茶回应称，相关传闻皆为不实信息，公司不存在所谓大裁员情况...</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2022-02-14/detail-ikyamrna0644990.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20220214/4f64-4b9f9e62f66ea5f498ea40ea5aebb8ab.jpg/w120h90l50t1adf.jpg","relate_stocks":{"BK1233":"餐馆","BK1583":"高瓴概念","BK1604":"节假日概念","BK1132":"食品零售","BK4077":"互动媒体与服务","08496":"环球友饮智能","BK4509":"腾讯概念","BK1589":"北水核心资产","BK4539":"次新股","BK1587":"次新股","02150":"奈雪的茶","ZH":"知乎","06862":"海底捞","BK1591":"就地过年概念"},"source_url":"https://tech.sina.cn/i/gn/2022-02-14/detail-ikyamrna0644990.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211573948","content_text":"出品｜零态LT（ID：LingTai_LT）\n作者｜顾念秋\n编辑｜胡展嘉\n题图｜喜茶官微\n裁员的故事终于发生在了喜茶身上。\n2月9日，据新浪财经报道称，喜茶内部正在实施裁员，裁员规模涉及30%员工，有消息称信息安全部门全军覆没，门店拓展部门裁员高达50%。另有内部员工称，全体员工无年终奖，或年终奖“延期发放”。\n▲图：新浪微博\n2月10日，喜茶回应称，相关传闻皆为不实信息，公司不存在所谓大裁员情况，年前少量的人员调整为基于年终考核的正常人员调整和优化。同时，员工的年终奖也均已根据绩效表现，于春节前正常发放至员工手中。 \n这不是第一个卷入裁员风波的“新式茶饮”企业。\n去年12月，茶颜悦色CEO在工作群舌战员工的事件令大众唏嘘，而争论的焦点恰恰在于“到手工资由原本的5000元左右降低至2000元左右、提成仅8元”的降薪问题。降薪本身就是对于员工的一种劝退，也是裁员的最初信号。\n“新式茶饮”的另一个巨头奈雪的茶也不好过。2021年整年，在收到多起食品安全罚单的情况下，奈雪的茶还面临着更为严重的亏损问题。2021年6月，奈雪的茶打响新茶饮上市第一枪，IPO发行价为每股19.8港元。而如今，股价约为7港元，与发行价相比遭到腰斩。\n不光是“新式茶饮”赛道迎来新一轮洗牌，过去五年内出现的餐饮企业，也纷纷走下神坛。去年年底，龙头品牌海底捞宣布关闭门店300余家，将近3万海底捞员工面临调岗，海底捞承诺不会裁员。如今喜茶放出的裁员信息，与海底捞的闭店动作遥相呼应。\n喜茶的困境，也是新消费品牌的式微。\n01 员工渴望被裁 \n喜茶对于裁员问题没有全盘否认，而是将其美化为“人员调整和优化”。\n这基本上坐实了喜茶的裁员行为。关于年终奖发放问题，尽管喜茶一口否认，但脉脉一位“喜茶在职员工”却表示，年终奖按照原先的0.4倍发放。所谓的“根据绩效表现”，很可能是喜茶不发放全部年终奖的一种说辞。\n随着大众对于裁员事件的关注，越来越多的细节浮出水面。\n一位不愿透露姓名的喜茶员工向零态LT（ID：LingTai_LT）表示，被裁员工可以获得N+1补偿，也可以选择调岗。他表示，不少员工自去年年末就希望裁员“轮到自己”，早就对公司没有感情。\n“服务业嘛，三餐紊乱和福利少也勉强能忍。但去年年会，晚上十点还强制我们留下，年会开到半夜，就让人对公司感到失望。”这名员工提及公司的做法，如此表示，“业绩差就裁员，高管之间拉帮结派。谁都知道，这份工作干不长的。被裁员，拿了补偿还体面。”\n诚然，尽管在新式茶饮赛道名列龙头，但喜茶在业界的名声却不副实。 \n一方面是因为创始人过于年轻，出生于1991年的聂云宸肩负搭建新式茶饮第一品牌的重任，也因自己的青涩让喜茶走了不少弯路。另一方面，喜茶的管理层基本上靠从其他公司挖角，品牌内部的方针并不统一。\n品牌过于年轻，也让喜茶的风评一直不算理想。知乎上，关于“在喜茶工作是一种什么体验”的提问下，清一色的负面评价。一位兼职的员工描绘了在喜茶工作的真实情景，一天一顿饭，没空上厕所，工时超过12小时，加班也不多给钱等等。这条评论获得了超过250个赞。\n▲图：知乎\n裁员只是喜茶困境的一个缩影。\n不少媒体猜测，此次裁员是喜茶去年的亏损“买单”。2021年全年，喜茶的销售增速逐步下滑，整体收入并不乐观。与之旗鼓相当的奈雪的茶年亏损在1.35亿元至1.65亿元之间，喜茶去年的亏损按此推算，也应超过了1亿元。裁员，在缩减人力成本的同时，也弥补了之前利润下滑的账面。\n另有接近喜茶高层的知情人士称，喜茶这次的裁员能让财务数据变得好看，很可能是为接下来的上市计划做准备。\n喜茶在细分赛道影响力非凡。最近的一次融资追溯到2021年7月，这笔D轮融资喜茶进账5亿美元，融资后估值超过600亿美元，是“新式茶饮第一股”奈雪的茶的6倍。从融资进程来看，上市对于喜茶而言只是时间问题，但上市前，喜茶面临的内忧外患正在蚕食这个年轻的新消费品牌。\n02 管理难迄发展 \n年轻，成就了喜茶，也造就了喜茶“内忧”的围城。\n一夜爆红，让喜茶管理层的成长滞后于品牌张力。91年的喜茶创始人聂云宸将一个小小的品牌孵化长大，除了自身的努力，更有运气加成。2016年，年仅25岁的聂云宸用半小时打动IDG资本和投资人何伯权，获得亿元融资，喜茶自此开启了新式茶饮赛道的征程。\n▲图：聂云宸在喜茶8周年司庆上\n2017年，喜茶走出珠三角，在上海打开新市场。据悉，喜茶在上海人民广场的首店坐落于来福士商场，开店时排队时长最高可达6小时。4000杯的日营业数目，8万元的日营业额，喜茶成为茶饮届新星，也成为了餐饮赛道的“香饽饽”。\n好的IP，让资本沉迷于新一轮“造富运动”。2016年至今，喜茶共完成了4轮融资，涉及IDG资本、美团龙珠、红杉中国、黑蚁资本、腾讯、高瓴等头部融资机构。\n品牌的超高速增长，资本的过度青睐，超过了喜茶品牌的负荷能力。\n体现在管理水平上尤甚。\n“高管有腾讯的，有唯品会的，各成帮派。有的时候你不需要干得好，只需要站对边，就能拿到好的绩效。”一位已经离职喜茶的前员工向零态LT（ID：LingTai_LT）描绘了喜茶内部斗争的事实，“不像大公司的体系结构，不光没有办法提高效率，也留不住人。高层干满两年的很少，因为觉得没前途。”\n高层的明争暗斗自然让喜茶的管理水平不尽如人意。而聂云宸对于收购乐乐茶一事的发言更是让人对这个充满才气的年轻人满腹质疑。\n▲图：聂云宸朋友圈\n2021年7月，有消息称元气森林和喜茶都有收购乐乐茶的计划。聂云宸随后以朋友圈的形式回应道，“消息不实，此前经过中间人介绍的确有过一段时间接触，但在深度了解内部情况、业务数据和状况后已经彻底、完全、坚决放弃。”\n尽管喜茶的体量在新式茶饮赛道拔得头筹，但公开批判友商的行为，属实令人“震撼”。更有喜茶员工爆料称，去年年会上，聂云宸公开评价友商存在弊端，此举“有失格局”。\n年少成名给聂云宸带来的不光是资本，更是傲气，也让喜茶这个年轻品牌的管理层自顶向下，离成熟都有差距。这无疑限制了喜茶的增长。\n以喜茶的管理能力来看，打理一个估值600亿的品牌对聂云宸尤为困难。从饮品赛道的竞争现状来看，600亿会不会缩水，还要打一个问号。\n03 600亿只是过去 \n饮品赛道，新人入场。这更是喜茶前进的绊脚石。\n新人入场，意味着喜茶的份额在被瓜分，这从2021年喜茶开店速度和利润的放缓亦可看出。去年10月，喜茶店均收入与销售坪效环比7月份下滑了20%左右，与上一年同期相比下滑了32%左右，喜茶的品牌魅力正在消失。\n萎缩的不仅仅是喜茶和新式茶饮赛道，更是整个新消费时代。\n餐饮赛道的头部品牌，都面临着新消费时代红利过期的困境。例如早几年成名的海底捞，这两年都在为2019年气势磅礴的扩张计划“买单”。无论是食品安全的罚单，还是门店闭店计划，本质上都是品牌被增长泡沫所迷惑，而疫情带来的消费锐减也让新消费不再身处红利期。\n所以才有了开年裁员这等“开源节流”的举措。但裁员并不是喜茶的救命稻草，想Hold住600亿，聂云宸得有新的解决方案。\n回顾喜茶的成长，聂云宸交出的答案工整亦富有新意。早期打开市场的时候，稳稳把控饮品的质量和口感，这才让喜茶在众多茶饮中脱颖而出。\n中期市场扩张时，不断深化品牌的价值，这让喜茶这个新式茶饮品牌迅速获得了家喻户晓的成绩。硬币也有背面，扩张的同期也面临着食品安全、虚假宣传等诸多问题，喜茶的答卷也仍能过关。\n但新式茶饮如火如荼，新消费时代逐渐褪去，喜茶已经来到了发展的中后期。新品牌的冲击、亏损的加剧只是一个开端。在餐饮消费市场立足越久，喜茶面临的问题也会更加严峻。\n消费者口味的疲乏如何解决？在芝士奶盖茶市场如何获得差异化优势？未来品牌的价值是驻足餐饮还是向别的赛道扩张——想握住600亿市值，聂云宸要解决的问题还有太多。\n喜茶的未来，取决于存量时代的管理方针与运营模式。一方裁员，一次“狡辩”，或许能够让喜茶的数据变得相对漂亮，但也折损了品牌的公信力。年轻的聂云宸也应该褪下身上的傲气，不然无法Hold住600亿的大品牌。","news_type":1,"symbols_score_info":{"06862":0.9,"02150":0.9,"ZH":0.9,"08496":0.9}},"isVote":1,"tweetType":1,"viewCount":3912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639483028,"gmtCreate":1643382306704,"gmtModify":1643383850474,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"<a 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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知乎跌逾7% 此前北京网信办依法约谈处罚知乎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 22:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/i/gn/2021-12-20/detail-ikyakumx5360908.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 12月20日晚间消息，知乎美股开盘跌超7%。根据此前消息，北京市网信办依法约谈处罚知乎网，针对知乎网多次出现法律法规禁止发布或者传输的信息等问题，责令其立即整改</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2021-12-20/detail-ikyakumx5360908.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20211220/f12c-b732d647178c2e31728268a188a22f05.png/w120h90l50t1875.jpg","relate_stocks":{"BK4539":"次新股","BK4077":"互动媒体与服务","ZH":"知乎","BK4509":"腾讯概念"},"source_url":"https://tech.sina.cn/i/gn/2021-12-20/detail-ikyakumx5360908.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192180180","content_text":"新浪科技讯 12月20日晚间消息，知乎美股开盘跌超7%。根据此前消息，北京市网信办依法约谈处罚知乎网，针对知乎网多次出现法律法规禁止发布或者传输的信息等问题，责令其立即整改","news_type":1,"symbols_score_info":{"ZH":1}},"isVote":1,"tweetType":1,"viewCount":2977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601863425,"gmtCreate":1638509612785,"gmtModify":1638509686722,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"老股东被套的老老 麻烦出一下利好的来吧","listText":"老股东被套的老老 麻烦出一下利好的来吧","text":"老股东被套的老老 麻烦出一下利好的来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601863425","repostId":"2188221549","repostType":2,"repost":{"id":"2188221549","kind":"news","pubTimestamp":1638504540,"share":"https://www.laohu8.com/m/news/2188221549?lang=zh_CN&edition=full","pubTime":"2021-12-03 12:09","market":"us","language":"zh","title":"B站获英格兰足总杯三年数字媒体独家版权 将全程免费直播赛事","url":"https://stock-news.laohu8.com/highlight/detail?id=2188221549","media":"界面新闻","summary":"【B站获英格兰足总杯三年数字媒体独家版权 将全程免费直播赛事】12月3日，B站宣布获得英格兰足总杯2021/22-2023/24赛季连续三年的中国大陆地区数字媒体独家版权，并将全程免费直播赛事。B站官...","content":"<div>\n<p>12月3日，B站宣布获得英格兰足总杯2021/22-2023/24赛季连续三年的中国大陆地区数字媒体独家版权，并将全程免费直播赛事。B站官方账号“英格兰足总杯赛事菌”将对赛事内容进行独家直播。（文章来源：界面新闻）</p>\n\n<a href=\"http://hk.eastmoney.com/a/202112032202169530.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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站获英格兰足总杯三年数字媒体独家版权 将全程免费直播赛事</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; 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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站获英格兰足总杯三年数字媒体独家版权 将全程免费直播赛事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 12:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.eastmoney.com/a/202112032202169530.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月3日，B站宣布获得英格兰足总杯2021/22-2023/24赛季连续三年的中国大陆地区数字媒体独家版权，并将全程免费直播赛事。B站官方账号“英格兰足总杯赛事菌”将对赛事内容进行独家直播。（文章来源：界面新闻）</p>\n\n<a href=\"http://hk.eastmoney.com/a/202112032202169530.html\">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/959e12dad805ef7134e41190825f878a","relate_stocks":{"BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4509":"腾讯概念","BK1588":"回港中概股","BK4510":"在线教育","BILI":"哔哩哔哩","BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","BK1104":"互动家庭娱乐","09626":"哔哩哔哩-W","BK1575":"同股不同权","BK4531":"中概回港概念","BK4526":"热门中概股","BK1587":"次新股","BK4503":"景林资产持仓","BK4513":"直播概念","BK4566":"资本集团","BK4505":"高瓴资本持仓"},"source_url":"http://hk.eastmoney.com/a/202112032202169530.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188221549","content_text":"12月3日，B站宣布获得英格兰足总杯2021/22-2023/24赛季连续三年的中国大陆地区数字媒体独家版权，并将全程免费直播赛事。B站官方账号“英格兰足总杯赛事菌”将对赛事内容进行独家直播。（文章来源：界面新闻）","news_type":1,"symbols_score_info":{"BILI":1,"09626":1}},"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334183655,"gmtCreate":1610718384877,"gmtModify":1703746539507,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>没中考","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>没中考","text":"$Playtika Holding Corp.(PLTK)$没中考","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334183655","isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392080690,"gmtCreate":1607337758610,"gmtModify":1703847178922,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"玩个屁 还不够手续费","listText":"玩个屁 还不够手续费","text":"玩个屁 还不够手续费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392080690","repostId":"2089097205","repostType":2,"repost":{"id":"2089097205","kind":"highlight","pubTimestamp":1607329298,"share":"https://www.laohu8.com/m/news/2089097205?lang=zh_CN&edition=full","pubTime":"2020-12-07 16:21","market":"hk","language":"zh","title":"京东健康暗盘盘初涨近25% 每手赚871港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2089097205","media":"新浪港股","summary":"京东健康（06618）将于12月8日（周二）在香港挂牌。截至发稿，利弗莫尔证券暗盘交易显示报价88港元，较招股价70.58港元涨24.68%。每手50股，不计手续费，每手赚871港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<p cms-style=\"font-L\">　　<a href=\"https://laohu8.com/S/06618\">京东健康</a>（06618）将于12月8日（周二）在香港挂牌。截至发稿，利弗莫尔证券暗盘交易显示报价88港元，较招股价70.58港元涨24.68%。每手50股，不计手续费，每手赚871港元。</p>\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</div></body></html>","source":"highlight_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>京东健康暗盘盘初涨近25% 每手赚871港元</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 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class=\"title\">\n京东健康暗盘盘初涨近25% 每手赚871港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-07 16:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggipo/2020-12-07/doc-iiznctke5246352.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东健康（06618）将于12月8日（周二）在香港挂牌。截至发稿，利弗莫尔证券暗盘交易显示报价88港元，较招股价70.58港元涨24.68%。每手50股，不计手续费，每手赚871港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggipo/2020-12-07/doc-iiznctke5246352.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/13487344e5ada2df2728e43db10f835b","relate_stocks":{"06618":"京东健康"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggipo/2020-12-07/doc-iiznctke5246352.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2089097205","content_text":"京东健康（06618）将于12月8日（周二）在香港挂牌。截至发稿，利弗莫尔证券暗盘交易显示报价88港元，较招股价70.58港元涨24.68%。每手50股，不计手续费，每手赚871港元。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"06618":1}},"isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":286504147583032,"gmtCreate":1710974856006,"gmtModify":1710982950728,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"<a 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年，当时B站代理发行了《碧蓝航线》《FGO》等二次元手游，获得了巨大的成功。随后，B站开始建立自研游戏团队，并投资或收购了多家游戏公司。但是，这些举措并没有带来预期的效果。一方面，B站自研游戏团队规模庞大，但产品质量不高，难以满足用户需求和市场竞争；另一方面，B站投资的游戏公司多为中小型团队，作品类型太过聚焦于二次元题材，缺乏核心竞争力。2022 年 4 月，B站对游戏部门进行了一轮裁员。</p><p>与此同时，B站在视频广告、直播、电商等领域的收入增长迅速，使得游戏业务在B站的重要性下降。据财报显示，2018 年B站上市前，游戏业务收入占比超过 80%，而在 2022 年占比已跌至 22.8%。而且，在二次元手游领域，B站也面临着<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、TapTap 等强劲对手的挑战。</p><p>值得注意的是，自去年底陈睿接管游戏业务以来，B站暂未公布任何重大变化或动作。未来，B站是否能够打破游戏业务的困境，实现“二次元游戏化”的愿景，还有待观察。</p><img src=\"https://inews.gtimg.com/om_bt/OZhRRxfuma-uDmmP5EPxgquvTPrGud7gfr_ctdppfj1zYAA/0\"/><p>来源：IT之家</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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年底离开B站，目前尚无最新动向。张峰曾是B站副总裁，主导了B站的自研游戏和投资游戏公司的策略。然而，由于自研游戏缺乏爆款，投资游戏公司过于分散，以及版号放缓等因素，B站游戏业务的收入增长放缓，占比也大幅下降。2022 年 11 月，B站CEO 陈睿宣布全权接管B站游戏业务，张峰调任其他岗位。B站游戏业务的发展始于 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023052421490982437caa&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1608":"元宇宙概念","SG9999001051.SGD":"United Asia Fund SGD","BILI":"哔哩哔哩","BK1588":"回港中概股","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1104":"互动家庭娱乐","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1587":"次新股","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","09626":"哔哩哔哩-W","BK1575":"同股不同权","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","SG9999001093.SGD":"United Greater China Fund A Acc 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Corp.(PLTK)$没中考","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334183655","isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361333666615424,"gmtCreate":1729234947216,"gmtModify":1729237789257,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"她是你嗲","listText":"她是你嗲","text":"她是你嗲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361333666615424","repostId":"2476042319","repostType":2,"repost":{"id":"2476042319","kind":"news","pubTimestamp":1729230177,"share":"https://www.laohu8.com/m/news/2476042319?lang=zh_CN&edition=full","pubTime":"2024-10-18 13:42","market":"hk","language":"zh","title":"他们就是看杨笠赚钱难受","url":"https://stock-news.laohu8.com/highlight/detail?id=2476042319","media":"三表龙门阵","summary":"“抵制”是公民的一项基本权利。杨笠接了京东的商务，男的不干了，疯狂串联抵制。可以给杨笠身份，但杨笠赚钱，我很难受。他们越抵制，杨笠脱口秀的含金量越上升。他们每一个略显滑稽的小动作，都在证明，杨笠曾经说过的没错。本质上，是认为市场策略的得失高于杨笠发声、冒犯的勇气，杨笠打开的那道口子并不重要。","content":"<html><body><p>“抵制”是公民的一项基本权利。</p><p>但知道什么可以抵制，什么不可以抵制，就是我国男性狡黠的智慧了。</p><p>譬如国企，譬如被地方保护的民企，譬如和爱国强绑定的某品牌，男的是万万不敢龇牙咧嘴，反倒会对自己遭受的不公待遇、不良体验进行合理化的解释。</p><p>拿捏<a href=\"https://laohu8.com/S/JD\">京东</a>，拿捏杨笠，则完完全全是舒适区了。</p><p>一句经典的话——他们在安全的时候才勇敢，在免费的时候才慷慨，在愚蠢的时候才真诚，在浅薄的时候才动情。</p><p>不过，吊诡的是——在<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>的一档单口喜剧节目中，杨笠被抬的位置很高，与周、庞、王平起平坐，地位超然，凌驾于一干男脱口秀演员之上。</p><p>她还是总编剧哩，理论上指导了一切参赛男演员的文本。你可以想象成是——一个女的在教男的如何侧方位停车。</p><p>他们忍了，他们忍了，他们忍了。</p><p>这时却不见我国男性抵制爱奇艺——妈的，杨笠不仅上桌了，还蹬鼻子上脸了，凭什么？</p><p>杨笠接了京东的商务，男的不干了，疯狂串联抵制。</p><p>说明什么呢？</p><p>可以给杨笠身份，但杨笠赚钱，我很难受。</p><p>尤其这钱，可能就是从我在京东买游戏机里出的。</p><p>难受，巨难受啊。</p><p>她讽刺我，还赚我钱，忍不了。</p><p>他们越抵制，杨笠脱口秀的含金量越上升。他们每一个略显滑稽的小动作，都在证明，杨笠曾经说过的没错。</p><p>实质上，我们不要误判网络上汹涌的声量，正如现实中，我们几乎见不到专事挑逗男女对立为乐的活人一样。</p><p>如果能给口饭吃，男性是非常大度的，不太计较施舍的人是杨笠还是张笠的，有奶就是娘，还要啥自行车啊。</p><p>如果京东在某个品牌电脑的销售策略中捆绑进杨笠红包的机制，那么男性手速快的优势会体现的淋漓尽致，他们甚至会定上一个闹钟。</p><p>不过这一点不耽误他们在网上聚集在一起、串联在一起、抱团在一起展现男性的力量——只是为了排挤一个有点冒犯的女人。</p><p>这个风波发生后呢，我对男性倒是没有失望，因为杨笠讲得很清楚了，符合预期。</p><p>我失望的是一些女性。</p><p>譬如，她们也煞有其事的说京东这次代言人策略错了，为什么前期不做市场调研呢？为什么不选择稳妥的明星呢？</p><p>说实话，挺理性的，但也掉入了男性主导的议程设置中。</p><p>本质上，是认为市场策略的得失高于杨笠发声、冒犯的勇气，杨笠打开的那道口子并不重要。</p><p>而我认为杨笠在公共节目中对社会处于强势地位的男性进行冒犯，在中国是一个巨大的进步，这种进步以及突破性意义尤其在女性视角中，应远远大于PPT上的swot分析。</p><p>如果部分男性对杨笠的抵制成功了，女性又认为给予杨笠机会的厂商市场策略失当，那么一个很糟糕的事实是——我们失去了对言论的弹性、自由、冒犯本该抱有的豁达的空间。</p><p>在两性对立的空间中，互相冒犯本就是加深理解与互信的手段，是对两性包容的弹性测试，只有在这个层面上做到哈哈一乐，才能进而谈更艰深的话题。</p><p>如果第一步刚迈出去，双方就炸毛了，那么意味着更具社会平等意义的话题讨论通道就堵塞了。</p><p>更加令人悲哀的是，“抵制杨笠”的人并不是社会的基本盘，甚至不是京东用户的基本盘，一个热爱生活的人，一个为生活斤斤计较的人，他更在意今天多收了三五斗，京东的电脑就是比抖音商城的便宜。可是那些不是基本盘的人却主导了、放大了网络的声音，让人误判社会撕裂的烈度，进而又影响并指导了线下的行为。</p><p>最后我想忠告抵制杨笠的男人（尽管他们不太可能是我的读者）：你的母亲，对父亲的冒犯，乃至无差别对所有男性的冒犯，一定比你网上看到的激进的多——废物、不中用、干啥啥不行，真正刺痛你们父系神经的语言往往就在身边，你割断了脐带，割不断的是总有一个杨笠是你妈。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE 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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\">\n他们就是看杨笠赚钱难受\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-18 13:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8dmPtVNWrAw><strong>三表龙门阵</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“抵制”是公民的一项基本权利。但知道什么可以抵制，什么不可以抵制，就是我国男性狡黠的智慧了。譬如国企，譬如被地方保护的民企，譬如和爱国强绑定的某品牌，男的是万万不敢龇牙咧嘴，反倒会对自己遭受的不公待遇、不良体验进行合理化的解释。拿捏京东，拿捏杨笠，则完完全全是舒适区了。一句经典的话——他们在安全的时候才勇敢，在免费的时候才慷慨，在愚蠢的时候才真诚，在浅薄的时候才动情。不过，吊诡的是——在爱奇艺的...</p>\n\n<a href=\"https://tech.ifeng.com/c/8dmPtVNWrAw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","LU0048580855.USD":"富达大中华区A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK4579":"人工智能","09618":"京东集团-SW","BK4588":"碎股","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1142":"互联网与直销零售","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM 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ACC"},"source_url":"https://tech.ifeng.com/c/8dmPtVNWrAw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2476042319","content_text":"“抵制”是公民的一项基本权利。但知道什么可以抵制，什么不可以抵制，就是我国男性狡黠的智慧了。譬如国企，譬如被地方保护的民企，譬如和爱国强绑定的某品牌，男的是万万不敢龇牙咧嘴，反倒会对自己遭受的不公待遇、不良体验进行合理化的解释。拿捏京东，拿捏杨笠，则完完全全是舒适区了。一句经典的话——他们在安全的时候才勇敢，在免费的时候才慷慨，在愚蠢的时候才真诚，在浅薄的时候才动情。不过，吊诡的是——在爱奇艺的一档单口喜剧节目中，杨笠被抬的位置很高，与周、庞、王平起平坐，地位超然，凌驾于一干男脱口秀演员之上。她还是总编剧哩，理论上指导了一切参赛男演员的文本。你可以想象成是——一个女的在教男的如何侧方位停车。他们忍了，他们忍了，他们忍了。这时却不见我国男性抵制爱奇艺——妈的，杨笠不仅上桌了，还蹬鼻子上脸了，凭什么？杨笠接了京东的商务，男的不干了，疯狂串联抵制。说明什么呢？可以给杨笠身份，但杨笠赚钱，我很难受。尤其这钱，可能就是从我在京东买游戏机里出的。难受，巨难受啊。她讽刺我，还赚我钱，忍不了。他们越抵制，杨笠脱口秀的含金量越上升。他们每一个略显滑稽的小动作，都在证明，杨笠曾经说过的没错。实质上，我们不要误判网络上汹涌的声量，正如现实中，我们几乎见不到专事挑逗男女对立为乐的活人一样。如果能给口饭吃，男性是非常大度的，不太计较施舍的人是杨笠还是张笠的，有奶就是娘，还要啥自行车啊。如果京东在某个品牌电脑的销售策略中捆绑进杨笠红包的机制，那么男性手速快的优势会体现的淋漓尽致，他们甚至会定上一个闹钟。不过这一点不耽误他们在网上聚集在一起、串联在一起、抱团在一起展现男性的力量——只是为了排挤一个有点冒犯的女人。这个风波发生后呢，我对男性倒是没有失望，因为杨笠讲得很清楚了，符合预期。我失望的是一些女性。譬如，她们也煞有其事的说京东这次代言人策略错了，为什么前期不做市场调研呢？为什么不选择稳妥的明星呢？说实话，挺理性的，但也掉入了男性主导的议程设置中。本质上，是认为市场策略的得失高于杨笠发声、冒犯的勇气，杨笠打开的那道口子并不重要。而我认为杨笠在公共节目中对社会处于强势地位的男性进行冒犯，在中国是一个巨大的进步，这种进步以及突破性意义尤其在女性视角中，应远远大于PPT上的swot分析。如果部分男性对杨笠的抵制成功了，女性又认为给予杨笠机会的厂商市场策略失当，那么一个很糟糕的事实是——我们失去了对言论的弹性、自由、冒犯本该抱有的豁达的空间。在两性对立的空间中，互相冒犯本就是加深理解与互信的手段，是对两性包容的弹性测试，只有在这个层面上做到哈哈一乐，才能进而谈更艰深的话题。如果第一步刚迈出去，双方就炸毛了，那么意味着更具社会平等意义的话题讨论通道就堵塞了。更加令人悲哀的是，“抵制杨笠”的人并不是社会的基本盘，甚至不是京东用户的基本盘，一个热爱生活的人，一个为生活斤斤计较的人，他更在意今天多收了三五斗，京东的电脑就是比抖音商城的便宜。可是那些不是基本盘的人却主导了、放大了网络的声音，让人误判社会撕裂的烈度，进而又影响并指导了线下的行为。最后我想忠告抵制杨笠的男人（尽管他们不太可能是我的读者）：你的母亲，对父亲的冒犯，乃至无差别对所有男性的冒犯，一定比你网上看到的激进的多——废物、不中用、干啥啥不行，真正刺痛你们父系神经的语言往往就在身边，你割断了脐带，割不断的是总有一个杨笠是你妈。","news_type":1,"symbols_score_info":{"89618":0.6,"JD":1,"09618":0.6}},"isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331642764693576,"gmtCreate":1721974621421,"gmtModify":1721974623338,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"搞错了吧129美元吧","listText":"搞错了吧129美元吧","text":"搞错了吧129美元吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331642764693576","repostId":"2454675193","repostType":2,"repost":{"id":"2454675193","kind":"news","pubTimestamp":1721973788,"share":"https://www.laohu8.com/m/news/2454675193?lang=zh_CN&edition=full","pubTime":"2024-07-26 14:03","market":"hk","language":"zh","title":"富瑞：维持网易-S(09999)“买入”评级 目标价129港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2454675193","media":"智通财经","summary":"智通财经APP获悉，富瑞发布研究报告称，维持网易-S(09999)“买入”评级，认为如果新游戏能持续稳居游戏畅销榜持续头三位，相信网易首月收入可望突破10亿元人民币的预测，目标价129港元。该行提到，网易新发布的游戏《永劫无间NARAKA：BLADEPOINT》目前在iOS游戏总收入榜排名第三，又拥有4000万预注册量，料将成为一款注重游戏平衡和创新的大型DAU游戏。","content":"<html><body><p>智通财经APP获悉，富瑞发布研究报告称，维持<a href=\"https://laohu8.com/S/09999\">网易-S</a>(09999)“买入”评级，认为如果新游戏能持续稳居游戏畅销榜持续头三位，相信<a href=\"https://laohu8.com/S/NTES\">网易</a>首月收入可望突破10亿元人民币的预测，目标价129港元。</p><p>该行提到，网易新发布的游戏《永劫无间NARAKA：BLADEPOINT》目前在iOS游戏总收入榜排名第三，又拥有4000万预注册量，料将成为一款注重游戏平衡和创新的大型DAU游戏。</p></body></html>","source":"stock_zhitongcaijing","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 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href=http://www.zhitongcaijing.com/content/detail/1155991.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，富瑞发布研究报告称，维持网易-S(09999)“买入”评级，认为如果新游戏能持续稳居游戏畅销榜持续头三位，相信网易首月收入可望突破10亿元人民币的预测，目标价129港元。该行提到，网易新发布的游戏《永劫无间NARAKA：BLADEPOINT》目前在iOS游戏总收入榜排名第三，又拥有4000万预注册量，料将成为一款注重游戏平衡和创新的大型DAU游戏。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1155991.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09999":"网易-S","NTES":"网易"},"source_url":"http://www.zhitongcaijing.com/content/detail/1155991.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2454675193","content_text":"智通财经APP获悉，富瑞发布研究报告称，维持网易-S(09999)“买入”评级，认为如果新游戏能持续稳居游戏畅销榜持续头三位，相信网易首月收入可望突破10亿元人民币的预测，目标价129港元。该行提到，网易新发布的游戏《永劫无间NARAKA：BLADEPOINT》目前在iOS游戏总收入榜排名第三，又拥有4000万预注册量，料将成为一款注重游戏平衡和创新的大型DAU游戏。","news_type":1,"symbols_score_info":{"NTES":1,"09999":1}},"isVote":1,"tweetType":1,"viewCount":3093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320986697224384,"gmtCreate":1719394874282,"gmtModify":1719394876241,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"爆款啊&nbsp;","listText":"爆款啊&nbsp;","text":"爆款啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320986697224384","repostId":"2446334156","repostType":2,"repost":{"id":"2446334156","kind":"news","pubTimestamp":1719383460,"share":"https://www.laohu8.com/m/news/2446334156?lang=zh_CN&edition=full","pubTime":"2024-06-26 14:31","market":"fut","language":"zh","title":"《大行》富瑞：网易(09999.HK)《永劫无间》手游7月25日上线 料首月流水或达10亿人币吁“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2446334156","media":"阿斯达克财经","summary":"富瑞发表研究报告指，网易(09999.HK) 的《永劫无间》手游将于7月25日公测上线。据该行分析及市场预测，考虑到该游戏电脑版已被玩家所熟悉，而行内人士的期望亦高于市场，料首月流水或达到约10亿元人民币。该行维持网易“买入”评级，目标价202元。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-06-26 12:25。)AASTOCKS新闻","content":"<div>\n<p>富瑞发表研究报告指，网易(09999.HK) 的《永劫无间》手游将于7月25日公测上线。据该行分析及市场预测，考虑到该游戏电脑版已被玩家所熟悉，而行内人士的期望亦高于市场，料首月流水或达到约10亿元人民币。该行维持网易“买入”评级，目标价202元。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-06-26 12:25。)AASTOCKS新闻</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1359332&catg=4&source=AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","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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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《大行》富瑞：网易(09999.HK)《永劫无间》手游7月25日上线 料首月流水或达10亿人币吁“买入”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 14:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1359332&catg=4&source=AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>富瑞发表研究报告指，网易(09999.HK) 的《永劫无间》手游将于7月25日公测上线。据该行分析及市场预测，考虑到该游戏电脑版已被玩家所熟悉，而行内人士的期望亦高于市场，料首月流水或达到约10亿元人民币。该行维持网易“买入”评级，目标价202元。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-06-26 12:25。)AASTOCKS新闻</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1359332&catg=4&source=AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20200602175237843_s.jpg","relate_stocks":{"BK4501":"段永平概念","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU2279701549.SGD":"JPMorgan Funds - Emerging Markets Sustainable Equity A (acc) SGD","BK4526":"热门中概股","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK4585":"ETF&股票定投概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK4514":"搜索引擎","BK4503":"景林资产持仓","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","BK4505":"高瓴资本持仓","BK1609":"ChatGPT概念","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4577":"网络游戏","BK4085":"互动家庭娱乐","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1226287792.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC","BK4588":"碎股","LU0140636845.USD":"施罗德大中华区股票A 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Acc","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0650527681.SGD":"Fidelity China Consumer A-SGD"},"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1359332&catg=4&source=AAFN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446334156","content_text":"富瑞发表研究报告指，网易(09999.HK) 的《永劫无间》手游将于7月25日公测上线。据该行分析及市场预测，考虑到该游戏电脑版已被玩家所熟悉，而行内人士的期望亦高于市场，料首月流水或达到约10亿元人民币。该行维持网易“买入”评级，目标价202元。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-06-26 12:25。)AASTOCKS新闻","news_type":1,"symbols_score_info":{"NTES":1,"09999":1}},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310682113970176,"gmtCreate":1716877717667,"gmtModify":1716877719744,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"永劫无间手游网易王者荣耀现金流爆 炸","listText":"永劫无间手游网易王者荣耀现金流爆 炸","text":"永劫无间手游网易王者荣耀现金流爆 炸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310682113970176","repostId":"2438871282","repostType":2,"repost":{"id":"2438871282","kind":"news","pubTimestamp":1716794552,"share":"https://www.laohu8.com/m/news/2438871282?lang=zh_CN&edition=full","pubTime":"2024-05-27 15:22","market":"hk","language":"zh","title":"【券商聚焦】华安证券维持网易(09999)“增持”评级 指《永劫无间》手游将驱动未来增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2438871282","media":"金吾资讯","summary":"金吾财讯 | 华安证券发研指，网易 一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。净利润85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。创新及其他业务收入为20亿元，同比增长6.1%。营业费用合计为94亿元，同比增长22.4%。近期，网易的热门游戏在更多地区发布，持续扩展了影响力。该行表示，《永劫无间》手游将驱动未来增长。维持“增持”评级。","content":"<html><body><article><p>金吾财讯 | <a href=\"https://laohu8.com/S/600909\">华安证券</a>发研指，<a href=\"https://laohu8.com/S/NTES\">网易</a>(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。<span>净利润</span>(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。<a href=\"https://laohu8.com/S/DAO\">有道</a>收入为14亿元，同比增长19.7%。<a href=\"https://laohu8.com/S/09899\">云音乐</a>收入为20亿元，同比增长3.6%。创新及其他业务收入为20亿元，同比增长6.1%。毛利润为170亿元，同比增长14.2%。营业费用合计为94亿元，同比增长22.4%。</p><p>近期，网易的热门游戏在更多地区发布，持续扩展了影响力。储备游戏包括：《燕云十六声》、《永劫无间》手游、《七日世界》和《漫威争锋》。此外，网易更新了与暴雪娱乐的发行协议，将玩家钟爱的游戏带回中国市场，并将与<a href=\"https://laohu8.com/S/MSFT\">微软</a>游戏展开更广泛的合作。该行表示，《永劫无间》手游将驱动未来增长。</p><p>该行预计CY24/25/26年归母净利润(Non-GAAP)分别为380.32/441.92/488.83亿元，前次预测值CY24/25/26年分别为373.04/413.19/444.80亿元。维持“增持”评级。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【券商聚焦】华安证券维持网易(09999)“增持”评级 指《永劫无间》手游将驱动未来增长</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; 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华安证券发研指，网易(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。净利润(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。有道收入为14亿元，同比增长19.7%。云音乐收入为20亿元，同比增长3.6%。创新及其他业务收入为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405271523179ef1a8d3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09999":"网易-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405271523179ef1a8d3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2438871282","content_text":"金吾财讯 | 华安证券发研指，网易(09999)一季度收入为268.52亿元，同比增长7.2%，一致预期为269.66亿元，基本符合市场预期。净利润(Non-GAAP)85.11亿元，同比增长12.5%，一致预期为82.18亿元，超出市场预期。游戏及相关增值服务收入为215亿元，同比增长7.0%。有道收入为14亿元，同比增长19.7%。云音乐收入为20亿元，同比增长3.6%。创新及其他业务收入为20亿元，同比增长6.1%。毛利润为170亿元，同比增长14.2%。营业费用合计为94亿元，同比增长22.4%。近期，网易的热门游戏在更多地区发布，持续扩展了影响力。储备游戏包括：《燕云十六声》、《永劫无间》手游、《七日世界》和《漫威争锋》。此外，网易更新了与暴雪娱乐的发行协议，将玩家钟爱的游戏带回中国市场，并将与微软游戏展开更广泛的合作。该行表示，《永劫无间》手游将驱动未来增长。该行预计CY24/25/26年归母净利润(Non-GAAP)分别为380.32/441.92/488.83亿元，前次预测值CY24/25/26年分别为373.04/413.19/444.80亿元。维持“增持”评级。","news_type":1,"symbols_score_info":{"09999":1}},"isVote":1,"tweetType":1,"viewCount":4116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268253033341096,"gmtCreate":1706509232332,"gmtModify":1706509234461,"author":{"id":"3527965774538015","authorId":"3527965774538015","name":"Byron_3055","avatar":"https://static.tigerbbs.com/e4cc94bb2e82027e6359b4ad01fb3193","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527965774538015","idStr":"3527965774538015"},"themes":[],"htmlText":"22年末蛋仔2000万月活 休闲类游戏月活都很强 生命周期会比一般重度游戏长","listText":"22年末蛋仔2000万月活 休闲类游戏月活都很强 生命周期会比一般重度游戏长","text":"22年末蛋仔2000万月活 休闲类游戏月活都很强 生命周期会比一般重度游戏长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268253033341096","repostId":"2407885020","repostType":2,"isVote":1,"tweetType":1,"viewCount":3386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}