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怀教主
2022-12-28
$特斯拉(TSLA)$
特斯拉下方密集成交区还远得很,日线级别支撑在29左右,看看月线形态就知道,起码跌倒200ma支撑再说
怀教主
2022-09-02
他早就卖了
抱歉,原内容已删除
怀教主
2021-07-12
$嘉楠科技(CAN)$
扛了四个月了,有更惨的么
怀教主
2021-06-28
这篇文章不错,转发给大家看
抱歉,原内容已删除
怀教主
2021-06-05
$CAN 20210716 20.0 CALL(CAN)$
总算回来了
怀教主
2021-02-26
一跌这些妖魔鬼怪就来了
@marlbor_5822:关于比特币的稀缺性我在大概2008年知道比特币(当时汶川地震后有人捐出比特币,成了一个小新闻),然后花了大概3分钟了解了下其机制,总体来讲是一套精妙的算法。但我并不认为他是稀缺的,因为他是人为设计出来的,而不是自然形成的(上帝制造)。就象一个好游戏装备,他可能很值钱,厂商可能会控制发行总数,但好游戏有无数,好装备自然也是无限。比特币同样,哈希值前导为0的当作有效算量,只要愿意,也可改为前导为1,前导为2,当然也可以有更大算法的不同。总之,实际上数字货币的供应是无限的,而比特币能够成功,主要是由于共识,大家都认可他。关于比特币的共识比特币在问世的前几年一直都不温不火,直到勒索软件的出现。比特币的匿名特征,给了黑市交易带来了极大的方便。当中国等相当数量的国家禁止比特币交易的时候,美国的态度非常的反常。要知道,如果你去美国的银行存大额现金,大额的转账,是要经过反洗钱流程的,要能够说明钱的来源。而对于象比特币这种明显被用于犯罪、恐怖主义的途径。美国政府却不闻不问,最近耶伦也只是说比特币投机性强,投资者要避免。这方面,美国政府、媒体、精英人士保持了默契。关于未来如果美国再遭一次911,而且恐怖分子就是利用比特币进行资金资助,那美国政府会怎么做?禁止匿名交易?关闭交易所?我不是一个阴谋论者,但我认为比特币是一个被精心设计出来的游戏,一切尽在一些人的掌控之中。坦率地讲,对于过去没能抓住这个让人轻易财富自由的机会,我怀着深深地懊恼。但是如果把时间拨回到2008年,我想,我还是不会花钱去购买比特币,哪怕只是花上100块。
怀教主
2021-02-22
$中移 210330 57.50 CALL(CHT.HK)$
扭亏为盈。。。
怀教主
2021-02-05
$第九城市(NCTY)$
冲着当年代理过魔兽买个情怀。。。
怀教主
2021-01-28
$诺基亚(NOK)$
wsb真香
怀教主
2021-01-26
垃圾中国移动,果然是垃圾
怀教主
2021-01-25
$TDOC 20210205 280.0 CALL(TDOC)$
我**丝
怀教主
2021-01-23
拿到5股不错了。。。
怀教主
2021-01-21
$FSLY 20210205 100.0 CALL(FSLY)$
这么快就破100,期权还能涨多少呢
怀教主
2021-01-16
$ZM 20210212 410.0 CALL(ZM)$
果然可以
怀教主
2021-01-12
$X 20210716 30.0 CALL(X)$
x真的稳,今天的护盘股
去老虎APP查看更多动态
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CALL(X)$x真的稳,今天的护盘股","images":[{"img":"https://static.tigerbbs.com/791a8240deb89e712ec81cd1788f7b39","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332647689","isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":127968378,"gmtCreate":1624818106494,"gmtModify":1624818106494,"author":{"id":"3557703183857587","authorId":"3557703183857587","name":"怀教主","avatar":"https://static.tigerbbs.com/b12537661a0b67ea6e50ff7d9923ab63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557703183857587","authorIdStr":"3557703183857587"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127968378","repostId":"2137908349","repostType":2,"repost":{"id":"2137908349","kind":"news","pubTimestamp":1621581900,"share":"https://www.laohu8.com/m/news/2137908349?lang=&edition=full","pubTime":"2021-05-21 15:25","market":"us","language":"zh","title":"营收和亏损双增,B站盈利拐点何时出现?","url":"https://stock-news.laohu8.com/highlight/detail?id=2137908349","media":"创业邦","summary":"营收的高速增长,与B站用户规模的扩大不无关系。亏损仍在继续虽然一季度营收达到了39.0亿元,远远超过预期,但B站仍然处于亏损状态。而导致其亏损的主要原因是,B站持续破圈使得其新尝试的投入成本加大。据悉,到目前为止B站已经拥有了动画、番剧、国创、知识、生活和鬼畜等15个内容分区。据了解,2020年相关部门接到群众反映B站问题的线索逾五百条。按照转办线索,上海市相关部门对B站行政立案处罚6次,约谈10余次。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210521152547769v2350jim514olce\"/><p>编者按:本文系专栏作者投稿,作者蛇眼财经。</p><p>作为巨头必争之地,视频赛道历来备受瞩目。长视频赛道有<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、优酷和<a href=\"https://laohu8.com/S/00700\">腾讯</a>视频三足鼎立,短视频赛道作为近两年互联网的最大风口,更是引得众多互联网巨头纷纷入局。随着各个视频平台加码布局UGC视频模式,以UGC为主要内容的B站,除了要应对其老对手西瓜视频之外,还要迎战更多的新对手。</p><p>随着B站的成功破圈,越来越多的资本注意到了B站,其香港二次上市后发布的首份财报,更是引起了各方的关注。<strong>营收大增超预期</strong></p><p>近日,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>正式对外公布了截止2021年3月31日的第一季度未经审计的财务报告。据财报显示,哔哩哔哩一季度营收达39.0亿元人民币,同比增长68%,再度超出市场预期。</p><p><strong>营收的高速增长,与B站用户规模的扩大不无关系。</strong>财报显示,2021年一季度,B站月活用户达2.23亿,在去年高基数的基础上再次实现同比再增长30%;其中移动端月活用户突破两亿,同比增长33%,达2.09亿;同时,其日活跃用户破6000万,同比增长18%。</p><p>用户规模的扩大,直接带动了其付费用户数的增长。据财报数据显示,截止目前为止,B站的月均付费用户数已经达到了2050万人,较去年同期的1340万人,实现了同比53%的增长,较上一季度的1790万人,实现环比增长15%,其整体付费率更是创下了9.2%的历史新高。另外,毛利率也从去年的23%增长至24%,上升了一个百分点。</p><p><strong>同时,其多元化业务也逐渐取得成效,广告和增值服务业务表现尤其亮眼。</strong>数据显示,一季度B站的广告业务收入为7.1亿元,同比增长了234%;增值服务业务收入15亿元,同比增长了89%,两大业务均维持了高速增长的态势。<strong>亏损仍在继续</strong></p><p>虽然一季度营收达到了39.0亿元,远远超过预期,但B站仍然处于亏损状态。财报显示,一季度B站的净亏损为9.05亿元,去年同期为5.39亿元,经调整后的净亏损为6.67亿元,去年同期亏损额度为4.75亿元,亏损同比有所扩大。</p><p><strong>而导致其亏损的主要原因是,B站持续破圈使得其新尝试的投入成本加大。</strong>为了吸引除ACG爱好者之外的其他用户,B站积极布局其他领域不断延伸边界。比如,B站通过举办晚会,制作宣传片等一系列举措吸引新用户,并通过不断完善内容生态来留存新用户。</p><p>据悉,到目前为止B站已经拥有了动画、番剧、国创、知识、生活和鬼畜等15个内容分区。不过,由于购置内容力度的加大,导致其内容成本持续攀升,公司的营收无法弥补成本支出,进而导致其亏损不断扩大。</p><p><strong>另一方面,推广及营销费用的增加也导致了其亏损的产生。</strong>B站在其他领域的布局需要通过增加推广和营销费用来打响知名度,以获取更多的新用户。据财报显示,B站的销售及营销开支为10亿元人民币,同比增加65%,而这些开支也成功换来了活跃用户和付费用户的增长。</p><p>不过,随着其多元化业务的推进,B站找到了更多的变现途径,业务结构逐渐趋于合理。<strong>业务多元化取得成效</strong></p><p>长期以来,游戏业务一直是B站的主要营收来源,过半的营收占比一度让B站陷入了营收单一的质疑。为了打破这种质疑,B站不断向其他业务领域布局,其中电商和广告更是其重点布局方向。</p><p><strong>一方面,通过持续破圈B站逐渐拥有了庞大的MAU,这使得B站被越来越多的广告商家所认可。</strong>作为中国年轻世代高度聚集的文化社区和视频平台,B站的活跃用户大多是年轻人,而年轻人又具有较高的消费能力,这让其广告业务具有很大的想象空间。</p><p>在B站成立初期,曾对外承诺永远不加贴片广告,这一举措使其失去了作为视频平台最易实现的广告营收模式;但随着B站用户规模的扩大,各种各样其他形式的广告投放模式,逐渐帮助其实现了广告营收。</p><p>数据显示,截止一季度,B站已经实现了广告营收连续八季度同比高速增长,其前五大广告主行业,分别为游戏、数码3C、食品饮料、电商及美妆护肤。不难看出,目前的B站已经成为各行业广告主必投的广告阵地。</p><p><strong>另外,庞大的用户群体也使得B站的电商业务蓬勃发展。</strong>早在2017年,B站就上线了自己的电商平台“会员购”,以漫展演唱会票务、手办、模型、潮玩、周边的销售为主,不到两年的时间就已经占领了二次元票务领域最大的市场份额。</p><p>2018年底,B站与淘宝在内容电商领域达成合作,2019年B站更是再度加注电商业务,上线了电商小程序等功能。据财报显示,2021年一季度,B站电商及其他业务收入已经达到了5.2亿元,同比增长了230%。</p><p><strong>除此之外,随着大会员人数的增多,B站增值服务业务的表现也越来越好,其营收已经连续两个季度超过游戏业务带来的营收。</strong>B站的增值服务包含付费大会员、直播、BIlibili漫画及猫耳FM等部分,其中的直播业务主要依靠游戏相关的电竞类内容带动。</p><p>早年的B站有“游戏公司”的称号,其在2017年的收入结构中游戏业务就占了83.4%,直播业务占比7.1%,广告业务占比6.5%,其他占比3%。而如今B站的业务结构已经逐渐趋于均衡,B站也在逐渐摆脱“游戏公司”的绰号。</p><p>数据显示,2021年一季度B站游戏业务占比31%,增值服务业务占比38%,广告业务占比18%,电商及其他业务占比13%。从数据不难看出,其各业务之间的占比已经渐渐趋于均衡了。<strong>未来仍旧充满挑战</strong></p><p>经过十多年的发展,B站早已从单纯的二次元视频网站,发展为涵盖7000多个兴趣圈层的多元文化社区了。但伴随着B站布局领域的不断增加,其面临的挑战也越发严峻。</p><p><strong>首先,是它同其他平台的版权竞争。</strong>B站已经发展成以PUGC作为生产内容的综合性弹幕视频网站,其核心业务包括动漫、电影、纪录片等版权视频,而优秀的视频版权也面临着其他网站的竞争,这在无形中拉大了其版权购买的成本。</p><p><strong>其次,内容监管也是其面临的一大挑战。</strong>得益于B站PUGC模式的完善和创作激励项目的推出,吸引了大量创作者的入驻。据财报显示,B站月均活跃up主数量达220万,同比增长22%;月均视频投稿量达770万,同比增长57%,万粉以上的up主数量也同比增长了54%。</p><p>投稿量的增加加大了B站的监管难度,一旦审核疏忽就会导致制作差的低质量视频,被推送至用户面前造成不良的影响。据了解,2020年相关部门接到群众反映B站问题的线索逾五百条。按照转办线索,上海市相关部门对B站行政立案处罚6次,约谈10余次。</p><p><strong>最后,是破圈带来的原用户和新用户间的冲突问题。</strong>由于B站已经突破二次元圈层,其用户群体在逐渐扩大,但新用户的进入在一定程度上冲淡了B站原有的社区氛围,这使得新老用户之间产生了冲突。比如弹幕问题,B站是国内较早的弹幕网站,早期B站的弹幕较为和谐,用户可以利用弹幕系统进行友善的交流,而现如今的弹幕则充满了争吵和无意义的刷屏,这使得许多老用户选择关闭弹幕功能。</p><p>对目前的B站来说,多元化业务已经给其带来了改变,但到底哪个方向能够帮助B站确立新的变现途径,最终结束其亏损的局面,目前尚不明确。这也意味着在未来一个可见的时间段内,B站仍然需要做更多的探索。</p><p>本文为专栏作者授权创业邦发表,版权归原作者所有。文章系作者个人观点,不代表创业邦立场,转载请联系原作者。如有任何疑问,请联系editor@cyzone.cn。</p></article></body></html>","source":"tencent","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营收和亏损双增,B站盈利拐点何时出现?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 15:25 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210521152549774fa372&s=b><strong>创业邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按:本文系专栏作者投稿,作者蛇眼财经。作为巨头必争之地,视频赛道历来备受瞩目。长视频赛道有爱奇艺、优酷和腾讯视频三足鼎立,短视频赛道作为近两年互联网的最大风口,更是引得众多互联网巨头纷纷入局。随着各个视频平台加码布局UGC视频模式,以UGC为主要内容的B站,除了要应对其老对手西瓜视频之外,还要迎战更多的新对手。随着B站的成功破圈,越来越多的资本注意到了B站,其香港二次上市后发布的首份财报,更是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210521152549774fa372&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210521152549774fa372&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2137908349","content_text":"编者按:本文系专栏作者投稿,作者蛇眼财经。作为巨头必争之地,视频赛道历来备受瞩目。长视频赛道有爱奇艺、优酷和腾讯视频三足鼎立,短视频赛道作为近两年互联网的最大风口,更是引得众多互联网巨头纷纷入局。随着各个视频平台加码布局UGC视频模式,以UGC为主要内容的B站,除了要应对其老对手西瓜视频之外,还要迎战更多的新对手。随着B站的成功破圈,越来越多的资本注意到了B站,其香港二次上市后发布的首份财报,更是引起了各方的关注。营收大增超预期近日,哔哩哔哩正式对外公布了截止2021年3月31日的第一季度未经审计的财务报告。据财报显示,哔哩哔哩一季度营收达39.0亿元人民币,同比增长68%,再度超出市场预期。营收的高速增长,与B站用户规模的扩大不无关系。财报显示,2021年一季度,B站月活用户达2.23亿,在去年高基数的基础上再次实现同比再增长30%;其中移动端月活用户突破两亿,同比增长33%,达2.09亿;同时,其日活跃用户破6000万,同比增长18%。用户规模的扩大,直接带动了其付费用户数的增长。据财报数据显示,截止目前为止,B站的月均付费用户数已经达到了2050万人,较去年同期的1340万人,实现了同比53%的增长,较上一季度的1790万人,实现环比增长15%,其整体付费率更是创下了9.2%的历史新高。另外,毛利率也从去年的23%增长至24%,上升了一个百分点。同时,其多元化业务也逐渐取得成效,广告和增值服务业务表现尤其亮眼。数据显示,一季度B站的广告业务收入为7.1亿元,同比增长了234%;增值服务业务收入15亿元,同比增长了89%,两大业务均维持了高速增长的态势。亏损仍在继续虽然一季度营收达到了39.0亿元,远远超过预期,但B站仍然处于亏损状态。财报显示,一季度B站的净亏损为9.05亿元,去年同期为5.39亿元,经调整后的净亏损为6.67亿元,去年同期亏损额度为4.75亿元,亏损同比有所扩大。而导致其亏损的主要原因是,B站持续破圈使得其新尝试的投入成本加大。为了吸引除ACG爱好者之外的其他用户,B站积极布局其他领域不断延伸边界。比如,B站通过举办晚会,制作宣传片等一系列举措吸引新用户,并通过不断完善内容生态来留存新用户。据悉,到目前为止B站已经拥有了动画、番剧、国创、知识、生活和鬼畜等15个内容分区。不过,由于购置内容力度的加大,导致其内容成本持续攀升,公司的营收无法弥补成本支出,进而导致其亏损不断扩大。另一方面,推广及营销费用的增加也导致了其亏损的产生。B站在其他领域的布局需要通过增加推广和营销费用来打响知名度,以获取更多的新用户。据财报显示,B站的销售及营销开支为10亿元人民币,同比增加65%,而这些开支也成功换来了活跃用户和付费用户的增长。不过,随着其多元化业务的推进,B站找到了更多的变现途径,业务结构逐渐趋于合理。业务多元化取得成效长期以来,游戏业务一直是B站的主要营收来源,过半的营收占比一度让B站陷入了营收单一的质疑。为了打破这种质疑,B站不断向其他业务领域布局,其中电商和广告更是其重点布局方向。一方面,通过持续破圈B站逐渐拥有了庞大的MAU,这使得B站被越来越多的广告商家所认可。作为中国年轻世代高度聚集的文化社区和视频平台,B站的活跃用户大多是年轻人,而年轻人又具有较高的消费能力,这让其广告业务具有很大的想象空间。在B站成立初期,曾对外承诺永远不加贴片广告,这一举措使其失去了作为视频平台最易实现的广告营收模式;但随着B站用户规模的扩大,各种各样其他形式的广告投放模式,逐渐帮助其实现了广告营收。数据显示,截止一季度,B站已经实现了广告营收连续八季度同比高速增长,其前五大广告主行业,分别为游戏、数码3C、食品饮料、电商及美妆护肤。不难看出,目前的B站已经成为各行业广告主必投的广告阵地。另外,庞大的用户群体也使得B站的电商业务蓬勃发展。早在2017年,B站就上线了自己的电商平台“会员购”,以漫展演唱会票务、手办、模型、潮玩、周边的销售为主,不到两年的时间就已经占领了二次元票务领域最大的市场份额。2018年底,B站与淘宝在内容电商领域达成合作,2019年B站更是再度加注电商业务,上线了电商小程序等功能。据财报显示,2021年一季度,B站电商及其他业务收入已经达到了5.2亿元,同比增长了230%。除此之外,随着大会员人数的增多,B站增值服务业务的表现也越来越好,其营收已经连续两个季度超过游戏业务带来的营收。B站的增值服务包含付费大会员、直播、BIlibili漫画及猫耳FM等部分,其中的直播业务主要依靠游戏相关的电竞类内容带动。早年的B站有“游戏公司”的称号,其在2017年的收入结构中游戏业务就占了83.4%,直播业务占比7.1%,广告业务占比6.5%,其他占比3%。而如今B站的业务结构已经逐渐趋于均衡,B站也在逐渐摆脱“游戏公司”的绰号。数据显示,2021年一季度B站游戏业务占比31%,增值服务业务占比38%,广告业务占比18%,电商及其他业务占比13%。从数据不难看出,其各业务之间的占比已经渐渐趋于均衡了。未来仍旧充满挑战经过十多年的发展,B站早已从单纯的二次元视频网站,发展为涵盖7000多个兴趣圈层的多元文化社区了。但伴随着B站布局领域的不断增加,其面临的挑战也越发严峻。首先,是它同其他平台的版权竞争。B站已经发展成以PUGC作为生产内容的综合性弹幕视频网站,其核心业务包括动漫、电影、纪录片等版权视频,而优秀的视频版权也面临着其他网站的竞争,这在无形中拉大了其版权购买的成本。其次,内容监管也是其面临的一大挑战。得益于B站PUGC模式的完善和创作激励项目的推出,吸引了大量创作者的入驻。据财报显示,B站月均活跃up主数量达220万,同比增长22%;月均视频投稿量达770万,同比增长57%,万粉以上的up主数量也同比增长了54%。投稿量的增加加大了B站的监管难度,一旦审核疏忽就会导致制作差的低质量视频,被推送至用户面前造成不良的影响。据了解,2020年相关部门接到群众反映B站问题的线索逾五百条。按照转办线索,上海市相关部门对B站行政立案处罚6次,约谈10余次。最后,是破圈带来的原用户和新用户间的冲突问题。由于B站已经突破二次元圈层,其用户群体在逐渐扩大,但新用户的进入在一定程度上冲淡了B站原有的社区氛围,这使得新老用户之间产生了冲突。比如弹幕问题,B站是国内较早的弹幕网站,早期B站的弹幕较为和谐,用户可以利用弹幕系统进行友善的交流,而现如今的弹幕则充满了争吵和无意义的刷屏,这使得许多老用户选择关闭弹幕功能。对目前的B站来说,多元化业务已经给其带来了改变,但到底哪个方向能够帮助B站确立新的变现途径,最终结束其亏损的局面,目前尚不明确。这也意味着在未来一个可见的时间段内,B站仍然需要做更多的探索。本文为专栏作者授权创业邦发表,版权归原作者所有。文章系作者个人观点,不代表创业邦立场,转载请联系原作者。如有任何疑问,请联系editor@cyzone.cn。","news_type":1,"symbols_score_info":{"09626":1,"BILI":1}},"isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112999929,"gmtCreate":1622838868861,"gmtModify":1622838868861,"author":{"id":"3557703183857587","authorId":"3557703183857587","name":"怀教主","avatar":"https://static.tigerbbs.com/b12537661a0b67ea6e50ff7d9923ab63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557703183857587","authorIdStr":"3557703183857587"},"themes":[],"htmlText":"<a 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