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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！

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- 冲他冲他
  ·2023-11-08
  $A潘渡创新主题(03056)$ 收益还行
  5,055 评论
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- 冲他冲他
  ·2022-08-30
  $Faraday Future(FFIE)$往1块以下走？
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- 冲他冲他
  ·2022-08-26
  $Faraday Future(FFIE)$感觉可以买入了
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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
  6,365 评论
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- 冲他冲他
  ·2022-07-18
  $泡泡玛特(09992)$还在创新低
  3,652 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
  4,053 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
  5,957 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？
  5,160 评论
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- 冲他冲他
  ·2021-12-18
  $阿里巴巴(BABA)$逢低补仓
  5,870 1
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Future(FFIE)$感觉可以买入了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/660815850","isVote":1,"tweetType":1,"viewCount":19431,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536142996032783","authorId":"3536142996032783","name":"要发大财","avatar":"https://static.tigerbbs.com/fbd1210e2edb777618933696509f591f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3536142996032783","idStr":"3536142996032783"},"content":"2.5的时候我觉得是兜底价，后来2块我还是以为是兜底价，直到1.8、1.7、1.6…，现在都想的是暴富的机会。没有看到账户只够1个月的开销，随时可以破产。","text":"2.5的时候我觉得是兜底价，后来2块我还是以为是兜底价，直到1.8、1.7、1.6…，现在都想的是暴富的机会。没有看到账户只够1个月的开销，随时可以破产。","html":"2.5的时候我觉得是兜底价，后来2块我还是以为是兜底价，直到1.8、1.7、1.6…，现在都想的是暴富的机会。没有看到账户只够1个月的开销，随时可以破产。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686604179,"gmtCreate":1658281562593,"gmtModify":1704869450690,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"288542813667650","idStr":"288542813667650"},"themes":[],"title":"","htmlText":"抄底","listText":"抄底","text":"抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686604179","repostId":"1116666600","repostType":2,"repost":{"id":"1116666600","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1658277874,"share":"https://www.laohunote.com/m/news/1116666600?lang=zh_CN&edition=full","pubTime":"2022-07-20 08:44","market":"us","language":"zh","title":"老虎点评 | 奈飞季报确定广告是未来的方向","url":"https://stock-news.laohu8.com/highlight/detail?id=1116666600","media":"老虎锐评","summary":"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","content":"<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>","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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}\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎点评 | 奈飞季报确定广告是未来的方向\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </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":{"BK4581":"高盛持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4527":"明星科技股","BK4507":"流媒体概念","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4566":"资本集团","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","NFLX":"奈飞","BK4524":"宅经济概念","FNGU":"三倍做多FANG+指数ETN-MicroSectors"},"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":{"QNETCN":1,"FNGU":1,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":6365,"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":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"288542813667650","idStr":"288542813667650"},"themes":[],"title":"","htmlText":"<a 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