广东荔枝的个人主页 - 老虎社区

广东荔枝

广东荔枝

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2021-05-14

$荔枝(LIZI)$5G和IoT是在线音频的拐点，相信声音赛道，相信耳朵经济。越来越多的玩家进入，说明他们看见了声音的可能性！加油，荔枝！

2021-11-24

$荔枝(LIZI)$相信，赖先sheng说过 “自强则万强”家人们自强！

2021-12-02

我觉得市场不懂荔枝，等着瞧，到时候涨了别后悔！

@读懂财经:现在A股市场炒的比较厉害的方向是汽车智能化，其实很多人忽视了这事对荔枝的价值。这背后其实是车联网崛起的后续逻辑。简单来说，随着汽车智能化，车载播客这种内容形态将有可能获得比较大的发展。这一点可以参考国外播客市场的崛起经过。而荔枝是这方面布局最深的公司。一方面，荔枝本身作为音视频平台，天然有创作者和内容资源；另一方面，荔枝也加大了相关B端的布局。通过与车企的合作，荔枝获得了很多车企大力推荐和推广，在小鹏应用车载市场和在理想视频中被推荐等。如今，荔枝也增加了和车联网的合作，包括华为鸿蒙智能座舱等。两方面的双向布局，让荔枝播客成为了首个实现手机和车机双向流转的HarmonyOS车机应用的中文播客伙伴。当然，这部分逻辑并未被市场完全认知，其中一个逻辑是新能源汽车的渗透率还比较低，用户基础较少。明年，预计新能源汽车的渗透率会有一个比较大的提升，潜在用户群体大幅上升，不知道荔枝的这部分逻辑会不会被市场演绎。$荔枝(LIZI)$

2021-11-23

$荔枝(LIZI)$声音的价值不值得被低估,没有声音人类能发展到现在吗？家人们！

2022-01-26

$荔枝(LIZI)$荔枝逆风而上，声音的力量，不容忽视！！！！

2021-12-27

$荔枝(LIZI)$寒冬会过去的[财迷]

2021-11-03

$荔枝(LIZI)$建议退市，回a股，很多老百姓都想买荔枝的股票！

2021-09-24

$荔枝(LIZI)$荔枝的创始人兼CEO赖奕龙先生表示，“我们始终坚信声音是社交产品的重要元素之一，声音社交也持续成为重要的在线趋势。通过不断优化产品形态、提升在线社交的效率，我们希望能持续提升音频体验，进一步增强TIYA用户间的有效互动。”

2021-05-13

$荔枝(LIZI)$相信声音赛道，相信耳朵经济。

2021-05-12

$荔枝(LIZI)$快发几条跟车企合作的消息[财迷]

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Right Media播客网络旗下所有播客节目的独家广告销售权和分销权。2月16日，国际音频巨头Spotify宣布收购Chartable和Podsights两家播客技术公司。而对于国内的音频播客，这个春天不仅静悄悄，而且还在倒春寒。作者：张栋伟（资深互联网人士、市场营销专家、大学生就业创业导师）一、顺势崛起播客这个概念源自西方世界，形式基于传统广播（Brodcast）的形式，将文件上传互联网服务器，并允许用户订阅地址收听。概念最先由苹果公司提出，其词源Podcast，亦为iPod+broadcasting混合而成，2004年开始流行。同年，Copy to China的互联网时代，中国也出现了第一个播客节目“糖蒜广播”。2005年，平客和飞猪主持的“反波电台”，走出了影响力，节目创办后4个月点击率突破30万。糖蒜和反波走的相反路线，平客有17年传统广播电台主持人经验，因此反波电台的风格较为严肃、正式；糖蒜广播的形式更类似于脱口秀（Talkshow）。这种大相径庭的情况也出现在当前的短视频时代，究竟是专业的电视电视台主持人更受欢迎，还是素人网红更能出圈？至少在播客时代，平客在4年后停播了。此处要注意，国际国内的播客，都还是在WEB网页上进行收听，属于“在线电台”。2012年，苹果Podcast在中国正式上线，中国播客们开始把节目托管到Podcast平台，真正的播客时代来临。2013年，基于看好苹果开启的移动互联网时代，诸多弄潮儿开始在Podcast的平台上开始了播客创业。受益于移动互联网的爆发，创业者和资本市场都对播客市场进行了热情关注， 4G+WiFi形成非常流畅的体验环境，国内播客市场迅速成长，到2020年由于疫情加持，播客数量进入高速发展期，当年后三个季度中文播客数量增长了64.8%；2020年底","listText":"音频播客，国际国内两重天。1月25日，Amazon也宣布收购Exactly Right 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目标价看高至9美元","htmlText":"美股研究社获悉，近期，在荔枝<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>&nbsp;发布第三季度财报后，美国券商Needham发布最新研报，重申荔枝（NASDAQ: LIZI）“买入”评级，目标价为9美元。报告显示，荔枝在2021年第三季度的营收与分析师预期保持一致，并表示基于荔枝当前股价和收入水平，“荔枝被严重低估”。分析师在报告中表示，荔枝的国内业务以音频娱乐为主，而音频娱乐业务具备更强的商业化潜力，荔枝正在此赛道中寻求高质量的增长。这也符合荔枝在第三季度管理层电话会议上对外释放的信号，管理层表示“从第三季度开始，荔枝从运营策略入手，聚焦于付费转化潜力较高的内容品类，通过精细化的运营和推广，以音频娱乐业务为重心，借助多元化活动提升用户参与度，增强主播与用户的连接，释放音频娱乐业务的商业化潜力。”一系列的优化策略使荔枝实现毛利率的有效提升，在第三季度毛利率达30%，较去年同期的25%同比大幅提升了500个基点，分析师也在报告中同步调高了对未来的毛利率预期，缩窄全年亏损预期，体现荔枝运营效率的逐步提升。另一方面，分析师表示，荔枝的海外业务也将成为荔枝的另一增长点，现阶段公司正积极优化产品功能和形态。在第三季度中，公司不仅扩展了产品和研发团队，还增加了应用内休闲游戏等功能玩法，以增强用户线上社交参与度、促进用户关系的沉淀。在技术发展方面，分析师认为荔枝旗下的自研音频技术解决方案DOREME提供的RTC技术与同是美股上市公司的声网类似，短期内DOREME主要支持荔枝自身业务发展，未来可能有更多的进步空间。车载音频布局方面，分析师提到，荔枝已与包括理想汽车、小鹏汽车在内的新能源车企积极合作，期待未来在车载音频方面的更多进展。总的来说，分析师对荔枝未来增长保持积极预期，并表示荔枝的运营策略将侧重","listText":"美股研究社获悉，近期，在荔枝<a target=\"_blank\" href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>&nbsp;发布第三季度财报后，美国券商Needham发布最新研报，重申荔枝（NASDAQ: LIZI）“买入”评级，目标价为9美元。报告显示，荔枝在2021年第三季度的营收与分析师预期保持一致，并表示基于荔枝当前股价和收入水平，“荔枝被严重低估”。分析师在报告中表示，荔枝的国内业务以音频娱乐为主，而音频娱乐业务具备更强的商业化潜力，荔枝正在此赛道中寻求高质量的增长。这也符合荔枝在第三季度管理层电话会议上对外释放的信号，管理层表示“从第三季度开始，荔枝从运营策略入手，聚焦于付费转化潜力较高的内容品类，通过精细化的运营和推广，以音频娱乐业务为重心，借助多元化活动提升用户参与度，增强主播与用户的连接，释放音频娱乐业务的商业化潜力。”一系列的优化策略使荔枝实现毛利率的有效提升，在第三季度毛利率达30%，较去年同期的25%同比大幅提升了500个基点，分析师也在报告中同步调高了对未来的毛利率预期，缩窄全年亏损预期，体现荔枝运营效率的逐步提升。另一方面，分析师表示，荔枝的海外业务也将成为荔枝的另一增长点，现阶段公司正积极优化产品功能和形态。在第三季度中，公司不仅扩展了产品和研发团队，还增加了应用内休闲游戏等功能玩法，以增强用户线上社交参与度、促进用户关系的沉淀。在技术发展方面，分析师认为荔枝旗下的自研音频技术解决方案DOREME提供的RTC技术与同是美股上市公司的声网类似，短期内DOREME主要支持荔枝自身业务发展，未来可能有更多的进步空间。车载音频布局方面，分析师提到，荔枝已与包括理想汽车、小鹏汽车在内的新能源车企积极合作，期待未来在车载音频方面的更多进展。总的来说，分析师对荔枝未来增长保持积极预期，并表示荔枝的运营策略将侧重","text":"美股研究社获悉，近期，在荔枝$荔枝(LIZI)$ 发布第三季度财报后，美国券商Needham发布最新研报，重申荔枝（NASDAQ: LIZI）“买入”评级，目标价为9美元。报告显示，荔枝在2021年第三季度的营收与分析师预期保持一致，并表示基于荔枝当前股价和收入水平，“荔枝被严重低估”。分析师在报告中表示，荔枝的国内业务以音频娱乐为主，而音频娱乐业务具备更强的商业化潜力，荔枝正在此赛道中寻求高质量的增长。这也符合荔枝在第三季度管理层电话会议上对外释放的信号，管理层表示“从第三季度开始，荔枝从运营策略入手，聚焦于付费转化潜力较高的内容品类，通过精细化的运营和推广，以音频娱乐业务为重心，借助多元化活动提升用户参与度，增强主播与用户的连接，释放音频娱乐业务的商业化潜力。”一系列的优化策略使荔枝实现毛利率的有效提升，在第三季度毛利率达30%，较去年同期的25%同比大幅提升了500个基点，分析师也在报告中同步调高了对未来的毛利率预期，缩窄全年亏损预期，体现荔枝运营效率的逐步提升。另一方面，分析师表示，荔枝的海外业务也将成为荔枝的另一增长点，现阶段公司正积极优化产品功能和形态。在第三季度中，公司不仅扩展了产品和研发团队，还增加了应用内休闲游戏等功能玩法，以增强用户线上社交参与度、促进用户关系的沉淀。在技术发展方面，分析师认为荔枝旗下的自研音频技术解决方案DOREME提供的RTC技术与同是美股上市公司的声网类似，短期内DOREME主要支持荔枝自身业务发展，未来可能有更多的进步空间。车载音频布局方面，分析师提到，荔枝已与包括理想汽车、小鹏汽车在内的新能源车企积极合作，期待未来在车载音频方面的更多进展。总的来说，分析师对荔枝未来增长保持积极预期，并表示荔枝的运营策略将侧重","images":[{"img":"https://static.tigerbbs.com/87c652544cf384e78056b722af0e1eae","width":"688","height":"459"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690149730","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602187438,"gmtCreate":1638983089423,"gmtModify":1638983089423,"author":{"id":"3542369136678834","authorId":"3542369136678834","name":"广东荔枝","avatar":"https://static.tigerbbs.com/2635cea973b9f89dd708a59c8df96799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542369136678834","idStr":"3542369136678834"},"themes":[],"htmlText":"<a 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而荔枝是这方面布局最深的公司。一方面，荔枝本身作为音视频平台，天然有创作者和内容资源；另一方面，荔枝也加大了相关B端的布局。通过与车企的合作，荔枝获得了很多车企大力推荐和推广，在小鹏应用车载市场和在理想视频中被推荐等。如今，荔枝也增加了和车联网的合作，包括华为鸿蒙智能座舱等。两方面的双向布局，让荔枝播客成为了首个实现手机和车机双向流转的HarmonyOS车机应用的中文播客伙伴。 当然，这部分逻辑并未被市场完全认知，其中一个逻辑是新能源汽车的渗透率还比较低，用户基础较少。明年，预计新能源汽车的渗透率会有一个比较大的提升，潜在用户群体大幅上升，不知道荔枝的这部分逻辑会不会被市场演绎。<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>","listText":"现在A股市场炒的比较厉害的方向是汽车智能化，其实很多人忽视了这事对荔枝的价值。这背后其实是车联网崛起的后续逻辑。简单来说，随着汽车智能化，车载播客这种内容形态将有可能获得比较大的发展。这一点可以参考国外播客市场的崛起经过。 而荔枝是这方面布局最深的公司。一方面，荔枝本身作为音视频平台，天然有创作者和内容资源；另一方面，荔枝也加大了相关B端的布局。通过与车企的合作，荔枝获得了很多车企大力推荐和推广，在小鹏应用车载市场和在理想视频中被推荐等。如今，荔枝也增加了和车联网的合作，包括华为鸿蒙智能座舱等。两方面的双向布局，让荔枝播客成为了首个实现手机和车机双向流转的HarmonyOS车机应用的中文播客伙伴。 当然，这部分逻辑并未被市场完全认知，其中一个逻辑是新能源汽车的渗透率还比较低，用户基础较少。明年，预计新能源汽车的渗透率会有一个比较大的提升，潜在用户群体大幅上升，不知道荔枝的这部分逻辑会不会被市场演绎。<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>","text":"现在A股市场炒的比较厉害的方向是汽车智能化，其实很多人忽视了这事对荔枝的价值。这背后其实是车联网崛起的后续逻辑。简单来说，随着汽车智能化，车载播客这种内容形态将有可能获得比较大的发展。这一点可以参考国外播客市场的崛起经过。 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