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许志宏
脑洞大开创始人
IP属地:中国香港
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许志宏
许志宏
·
2020-01-21
微信今天九岁了
张小龙的办公室门口,墙上每一个日期和数字都写满骄傲 1 月 21 日本来是一个蛮普通的日子。 9 年前的今天,一款叫“微信”的产品横空出世,改变了我们的生活,也改变了腾讯控股(港股代码:00700.hk)。已经没有人能说明白,这家 3.8 万亿港币市值的港股上市公司,到底有多少估值是对应微信的价值。但是绝大部分腾讯投资者都明白微信的价值就是腾讯的价值。 没有边界的“微信生态圈” 每年在微信总部所在地广州,都会举办规模盛大的年度大会,命名为“微信公开课 Pro”。这个会议被视为中国版的 WWDC 苹果全球开发者大会(Worldwide Developers Conference),不可否认,在中国也只有微信才能网罗这么大一个开发者生态。 以往这个会议的主要参与者是微信生态圈的企业,最典型的是在微信上做电商 SaaS 的中国有赞(港股代码:07083.hk),这些年这个所谓“微信生态圈”越来越大,先是同程艺龙(港股代码:00780.hk)、猎豹移动(美股代码:CMCM)、趣头条(美股代码:QTT)、易车(美股代码:BITA)、微保这些腾讯系企业参展,今年当中国平安(港股代码:02318.hk)、平安好医生(港股代码:01733.hk)、创维集团(港股代码:00751.hk)开始布置展台,人保财险(A股代码:SH601319)、屈臣氏(港股代码:00013.hk 和记黄埔旗下)、沃尔玛(美股代码:WMT)开始登上微信讲台,大谈业务的“微信化改造”……我们已经看不到所谓“微信生态圈”的边界。 海康威视的硬件产品全面接入微信 2020 年当海康威视(A股代码:SZ002415)拿出微信版产品的时候,我着实吓了一跳。一方面在质疑:着火的时候,海康威视的产品发一条微信给领导,到底是不是伪需求?另一方面在赞叹:在中国没有哪家企业敢轻视微信,所有产品都要“微信化”,因为微信代表着“互联网+”
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微信今天九岁了
许志宏
许志宏
·
2020-01-09
有没有在现场的虎友?
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许志宏
许志宏
·
2020-01-08
如果说微信是一条大粗腿的话,抱得最紧的就是
$中国有赞(08083)$
,在微信总部正对面,就是有赞的广州办公司。里面永远有人在学习如何在有赞做微商……
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许志宏
许志宏
·
2020-01-08
每一家公司都要有一个极丑的奖杯墙,微信也不例外,距离
$腾讯控股(00700)$
2020 年最重要的发布会还有 16 个小时。
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许志宏
许志宏
·
2020-01-08
有没有腾讯股东啊?看谁有运气抢到老虎×微信全套限量红包福袋[开心]
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许志宏
许志宏
·
2020-01-08
此刻的广州,已经是全城盛装期待 2020 微信公开课 Pro。今年主题是「未完成 Always Beta」,用红色语言翻译一下,就是「不忘初心 牢记使命 永远奋斗」
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许志宏
许志宏
·
2020-01-08
距离2020
$腾讯控股(00700)$
最重要的发布会还有23个小时!广研……[财迷] 老虎来了
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许志宏
许志宏
·
2019-11-27
20 天前,我给 Sam 说,感觉再也看不到 $16 刀以下的
$哔哩哔哩(BILI)$
了,今天觉得可能越来越难看到 $17 刀以下的 BILI 了#- ( ゜- ゜)つロ#
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许志宏
许志宏
·
2019-11-21
今晚嘉楠耘智 IPO 开盘直播,在老虎证券APP的朋友有福啦:有两台阿瓦隆矿机会送给两位幸运儿。偶买噶!年轻人的第一台阿瓦隆矿机$嘉楠科技(CAN)$ $迅雷(XNET)$
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许志宏
许志宏
·
2019-11-21
天华以前给我说,要在证券 APP 里面做一个社区……我说这不是在华泰证券 APP 里面聊天吗?得多傻啊!真香,我错了!老虎,我来了 $嘉楠科技(CAN)$ $迅雷(XNET)$
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