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冲他

特立独行且正确，是获得超额收益的唯一方法！

IP属地：浙江

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- 冲他冲他
  ·2023-11-08
  $A潘渡创新主题(03056)$ 收益还行
  2,918 评论
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- 冲他冲他
  ·2022-08-30
  $Faraday Future(FFIE)$往1块以下走？
  4,595 1
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- 冲他冲他
  ·2022-08-26
  $Faraday Future(FFIE)$感觉可以买入了
  1.42万 5
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- 冲他冲他
  ·2022-07-20
  抄底
  老虎点评 | 奈飞季报确定广告是未来的方向
  奈飞季报数据喜忧参半，但是股价却在盘后上涨，这是好事情，证明市场情绪不差。还是先来看看奈飞的数据——2季度订阅数流失97万，低于自己的预期用户流失200万（这算好消息），季度背靠背出现了用户流失（这是
  老虎点评 | 奈飞季报确定广告是未来的方向
  2,716 评论
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- 冲他冲他
  ·2022-07-18
  $泡泡玛特(09992)$还在创新低
  1,977 评论
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- 冲他冲他
  ·2022-07-12
  $Faraday Future(FFIE)$6月底入场的人，这会转翻翻
  2,379 评论
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- 冲他冲他
  ·2022-04-30
  这篇文章咋这么主观
  非常抱歉，此主贴已删除
  3,430 1
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- 冲他冲他
  ·2022-01-24
  $Coinbase Global, Inc.(COIN)$历史新低
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- 冲他冲他
  ·2022-01-04
  $爱奇艺(IQ)$新低？
  3,152 评论
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- 冲他冲他
  ·2021-12-18
  $阿里巴巴(BABA)$逢低补仓
  3,826 1
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href=\"https://laohu8.com/S/DIS\">迪士尼</a>的热门剧和热门电影壮志凌云2。我觉得这个风格的转变，完全是学习了脸书的做法。在脸书2月2日的季报中，公司也是透露出想不到发展方向的问题，结果股价被华尔街惩罚。所以在4月27日的季报中，公司虽然数据很差，但是季报换了一个口气，股价居然逆势上涨。华尔街是一个惩罚诚实的地方。</p><p>除了谈自己的热门剧以外，公司也说了近期的关注点——广告。</p><p>有广告的模式会给免费或者低价用户，作为现有模式的补充。这样做有两个好处，一来是扩大用户数，二来是增加广告收入。为了进入广告市场，奈飞选择了<a href=\"https://laohu8.com/S/MSFT\">微软</a>作为合作伙伴。在这一点上，奈飞和脸书也是同出一撤。脸书因为找不到发展方向所以进军元宇宙，而奈飞用户数见顶所以进入广告市场。</p><p>相较于元宇宙的遥遥无期，奈飞进入广告市场更值得期待，2亿多全球账户（每个账户后面假设5个人观看），这个级别可能连春晚都不能望其项背。从广告的效果来看，静态的效果远远小于动态的效果，因为动态广告能“植入”。东方甄选为什么广告带货能力超过其它网红带货，就是因为“植入”这个概念做得好，东方甄选的主播们把所有产品都“植入”自己的生活——一说到水蜜桃，就说自己小时候吃过的水蜜桃，其它主播不是干瘪瘪不是吹价格优惠就是吹口味很好。</p><p>目前奈飞正在和好莱坞谈判，争取通过技术把广告动态“植入”进电影。比方说壮志凌云的电影，拍摄的时候是没有水蜜桃的，但是后期可以通过技术，把水蜜桃放在主人公的桌子上，并配上品牌，无缝“植入”。这一点也很值得期待，因为这条路一旦走通，那就会开启新纪元，所有老的电视剧电影都能“植入”广告，P图升级成P电影。</p><p>奈飞的广告会在2023年出来，拭目以待。</p></body></html>","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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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-07-20 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">奈飞</a>季报数据喜忧参半，但是股价却在盘后上涨，这是好事情，证明市场情绪不差。还是先来看看奈飞的数据——2季度订阅数流失97万，低于自己的预期用户流失200万（这算好消息），季度背靠背出现了用户流失（这是坏消息）。公司预计下个季度用户数增加100万（这算好消息），低于分析师的预期180万（这是坏消息）。总之，奈飞的数据信号比较混乱。</p><p>抛开数据外，奈飞的季报风格上来了一个大转变。在上一个季报中，奈飞洋洋洒洒讨论了公司的前景问题“Growth </p><p>Outlook”，里面非常无奈的提出了好几个问题：电视/网络，账户共享，竞争问题，宏观因素。上一个季报太过诚实，股价被华尔街惩罚的体无完肤，这些问题到现在也没法解决，所以这次季报就干脆不提了。</p><p>这次季报中，公司改谈自己的热门剧如何受到追捧（stranger things 4），热度超过了<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>的热门剧和热门电影壮志凌云2。我觉得这个风格的转变，完全是学习了脸书的做法。在脸书2月2日的季报中，公司也是透露出想不到发展方向的问题，结果股价被华尔街惩罚。所以在4月27日的季报中，公司虽然数据很差，但是季报换了一个口气，股价居然逆势上涨。华尔街是一个惩罚诚实的地方。</p><p>除了谈自己的热门剧以外，公司也说了近期的关注点——广告。</p><p>有广告的模式会给免费或者低价用户，作为现有模式的补充。这样做有两个好处，一来是扩大用户数，二来是增加广告收入。为了进入广告市场，奈飞选择了<a href=\"https://laohu8.com/S/MSFT\">微软</a>作为合作伙伴。在这一点上，奈飞和脸书也是同出一撤。脸书因为找不到发展方向所以进军元宇宙，而奈飞用户数见顶所以进入广告市场。</p><p>相较于元宇宙的遥遥无期，奈飞进入广告市场更值得期待，2亿多全球账户（每个账户后面假设5个人观看），这个级别可能连春晚都不能望其项背。从广告的效果来看，静态的效果远远小于动态的效果，因为动态广告能“植入”。东方甄选为什么广告带货能力超过其它网红带货，就是因为“植入”这个概念做得好，东方甄选的主播们把所有产品都“植入”自己的生活——一说到水蜜桃，就说自己小时候吃过的水蜜桃，其它主播不是干瘪瘪不是吹价格优惠就是吹口味很好。</p><p>目前奈飞正在和好莱坞谈判，争取通过技术把广告动态“植入”进电影。比方说壮志凌云的电影，拍摄的时候是没有水蜜桃的，但是后期可以通过技术，把水蜜桃放在主人公的桌子上，并配上品牌，无缝“植入”。这一点也很值得期待，因为这条路一旦走通，那就会开启新纪元，所有老的电视剧电影都能“植入”广告，P图升级成P电影。</p><p>奈飞的广告会在2023年出来，拭目以待。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b0e8d17de947505ec42cd2371b2f27c4","relate_stocks":{"BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4581":"高盛持仓","FNGU":"MicroSectors FANG+ 指数每日三倍做多 ETN","NFLX":"奈飞","BK4566":"资本集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116666600","content_text":"奈飞季报数据喜忧参半，但是股价却在盘后上涨，这是好事情，证明市场情绪不差。还是先来看看奈飞的数据——2季度订阅数流失97万，低于自己的预期用户流失200万（这算好消息），季度背靠背出现了用户流失（这是坏消息）。公司预计下个季度用户数增加100万（这算好消息），低于分析师的预期180万（这是坏消息）。总之，奈飞的数据信号比较混乱。抛开数据外，奈飞的季报风格上来了一个大转变。在上一个季报中，奈飞洋洋洒洒讨论了公司的前景问题“Growth Outlook”，里面非常无奈的提出了好几个问题：电视/网络，账户共享，竞争问题，宏观因素。上一个季报太过诚实，股价被华尔街惩罚的体无完肤，这些问题到现在也没法解决，所以这次季报就干脆不提了。这次季报中，公司改谈自己的热门剧如何受到追捧（stranger things 4），热度超过了迪士尼的热门剧和热门电影壮志凌云2。我觉得这个风格的转变，完全是学习了脸书的做法。在脸书2月2日的季报中，公司也是透露出想不到发展方向的问题，结果股价被华尔街惩罚。所以在4月27日的季报中，公司虽然数据很差，但是季报换了一个口气，股价居然逆势上涨。华尔街是一个惩罚诚实的地方。除了谈自己的热门剧以外，公司也说了近期的关注点——广告。有广告的模式会给免费或者低价用户，作为现有模式的补充。这样做有两个好处，一来是扩大用户数，二来是增加广告收入。为了进入广告市场，奈飞选择了微软作为合作伙伴。在这一点上，奈飞和脸书也是同出一撤。脸书因为找不到发展方向所以进军元宇宙，而奈飞用户数见顶所以进入广告市场。相较于元宇宙的遥遥无期，奈飞进入广告市场更值得期待，2亿多全球账户（每个账户后面假设5个人观看），这个级别可能连春晚都不能望其项背。从广告的效果来看，静态的效果远远小于动态的效果，因为动态广告能“植入”。东方甄选为什么广告带货能力超过其它网红带货，就是因为“植入”这个概念做得好，东方甄选的主播们把所有产品都“植入”自己的生活——一说到水蜜桃，就说自己小时候吃过的水蜜桃，其它主播不是干瘪瘪不是吹价格优惠就是吹口味很好。目前奈飞正在和好莱坞谈判，争取通过技术把广告动态“植入”进电影。比方说壮志凌云的电影，拍摄的时候是没有水蜜桃的，但是后期可以通过技术，把水蜜桃放在主人公的桌子上，并配上品牌，无缝“植入”。这一点也很值得期待，因为这条路一旦走通，那就会开启新纪元，所有老的电视剧电影都能“植入”广告，P图升级成P电影。奈飞的广告会在2023年出来，拭目以待。","news_type":1,"symbols_score_info":{"FNGU":1,"NFLX":1,"QNETCN":1}},"isVote":1,"tweetType":1,"viewCount":2716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686979835,"gmtCreate":1658109354828,"gmtModify":1704868901258,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"288542813667650","idStr":"288542813667650"},"themes":[],"htmlText":"<a 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