个人中心 - 老虎社区

馍娃

IP属地：广东

帖子 · 3帖子 · 3
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 馍娃馍娃
  ·2021-01-21
  $声网(API)$疫情推动了在线教育，推动了会议，推动了音视频的快速发展，很多标的都涨的很多，例如ZOOM跟谁学等等，而这些标的而这些背后，都是RTC（实时音视频）技术的驱动。声网在这个细分领域做的最早，当前也是绝对的领先，这个赛道今年就会有10倍以上的增长，而且22年再增长10倍也是可预见的。当然，这个蓝海也会有大鳄投入进来，比如腾讯云，阿里云，华为云。RTC在国内的发展其实和CDN过去的历程发展很像，如果不能快速构建全球的网络，或者发展行业的纵深，那么就会是下一个网宿。从战略选择上，建议把提升海外客户收入占比作为核心目标之一，通过收购一些海外的公司，快速进入，另外，在产品布局上可以把RTC和传统的SMS，PSTN，IM结合起来，有更多的客户群和发展空间。当然，通过收购提拉股价，引入战略投资，再置换股票，是战术层面的打法。也就2年时间，要么干成$Twilio Inc(TWLO)$，要么泯然众已
  4,940 1
  2
  分享
  举报
- 馍娃馍娃
  ·2020-05-06
  知道3GPP是干啥的不？不合作R17，那工业场景，卫星场景未来咋做国际标准？现在的新闻媒体真是水平低
  非常抱歉，此主贴已删除
  1,688 评论
  点赞
  分享
  举报
- 馍娃馍娃
  ·2020-03-03
  $跟谁学(GSX)$学而思，新东方都在调减利润，为什么？因为国内获取一个客户（学生）的成本太高了，大家都在补贴，并不是在补贴学生（因为这会破坏未来的商业模式），而是在补贴获客的流量。跟谁学的获客成本不在一个数量级，这个肯定有问题，要么是假学生，要么是假流量。看吧，再看一个季度，会有水落石出那天。
  1.02万 15
  3
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3518143367772921","uuid":"3518143367772921","gmtCreate":1555049346267,"gmtModify":1611196821694,"name":"馍娃","pinyin":"mwmowa","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":24,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.04%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.90%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":337559058,"gmtCreate":1611161067974,"gmtModify":1703748549700,"author":{"id":"3518143367772921","authorId":"3518143367772921","name":"馍娃","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518143367772921","authorIdStr":"3518143367772921"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/API\">$声网(API)$</a>疫情推动了在线教育，推动了会议，推动了音视频的快速发展，很多标的都涨的很多，例如ZOOM跟谁学等等，而这些标的而这些背后，都是RTC（实时音视频）技术的驱动。声网在这个细分领域做的最早，当前也是绝对的领先，这个赛道今年就会有10倍以上的增长，而且22年再增长10倍也是可预见的。当然，这个蓝海也会有大鳄投入进来，比如腾讯云，阿里云，华为云。RTC在国内的发展其实和CDN过去的历程发展很像，如果不能快速构建全球的网络，或者发展行业的纵深，那么就会是下一个网宿。从战略选择上，建议把提升海外客户收入占比作为核心目标之一，通过收购一些海外的公司，快速进入，另外，在产品布局上可以把RTC和传统的SMS，PSTN，IM结合起来，有更多的客户群和发展空间。当然，通过收购提拉股价，引入战略投资，再置换股票，是战术层面的打法。也就2年时间，要么干成<a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a>，要么泯然众已","listText":"<a href=\"https://laohu8.com/S/API\">$声网(API)$</a>疫情推动了在线教育，推动了会议，推动了音视频的快速发展，很多标的都涨的很多，例如ZOOM跟谁学等等，而这些标的而这些背后，都是RTC（实时音视频）技术的驱动。声网在这个细分领域做的最早，当前也是绝对的领先，这个赛道今年就会有10倍以上的增长，而且22年再增长10倍也是可预见的。当然，这个蓝海也会有大鳄投入进来，比如腾讯云，阿里云，华为云。RTC在国内的发展其实和CDN过去的历程发展很像，如果不能快速构建全球的网络，或者发展行业的纵深，那么就会是下一个网宿。从战略选择上，建议把提升海外客户收入占比作为核心目标之一，通过收购一些海外的公司，快速进入，另外，在产品布局上可以把RTC和传统的SMS，PSTN，IM结合起来，有更多的客户群和发展空间。当然，通过收购提拉股价，引入战略投资，再置换股票，是战术层面的打法。也就2年时间，要么干成<a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a>，要么泯然众已","text":"$声网(API)$疫情推动了在线教育，推动了会议，推动了音视频的快速发展，很多标的都涨的很多，例如ZOOM跟谁学等等，而这些标的而这些背后，都是RTC（实时音视频）技术的驱动。声网在这个细分领域做的最早，当前也是绝对的领先，这个赛道今年就会有10倍以上的增长，而且22年再增长10倍也是可预见的。当然，这个蓝海也会有大鳄投入进来，比如腾讯云，阿里云，华为云。RTC在国内的发展其实和CDN过去的历程发展很像，如果不能快速构建全球的网络，或者发展行业的纵深，那么就会是下一个网宿。从战略选择上，建议把提升海外客户收入占比作为核心目标之一，通过收购一些海外的公司，快速进入，另外，在产品布局上可以把RTC和传统的SMS，PSTN，IM结合起来，有更多的客户群和发展空间。当然，通过收购提拉股价，引入战略投资，再置换股票，是战术层面的打法。也就2年时间，要么干成$Twilio Inc(TWLO)$，要么泯然众已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/337559058","isVote":1,"tweetType":1,"viewCount":4940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927126236,"gmtCreate":1588777937625,"gmtModify":1704178428975,"author":{"id":"3518143367772921","authorId":"3518143367772921","name":"馍娃","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518143367772921","authorIdStr":"3518143367772921"},"themes":[],"htmlText":"知道3GPP是干啥的不？不合作R17，那工业场景，卫星场景未来咋做国际标准？现在的新闻媒体真是水平低","listText":"知道3GPP是干啥的不？不合作R17，那工业场景，卫星场景未来咋做国际标准？现在的新闻媒体真是水平低","text":"知道3GPP是干啥的不？不合作R17，那工业场景，卫星场景未来咋做国际标准？现在的新闻媒体真是水平低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927126236","repostId":"1133395144","repostType":4,"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983615299,"gmtCreate":1583247842611,"gmtModify":1704349190238,"author":{"id":"3518143367772921","authorId":"3518143367772921","name":"馍娃","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518143367772921","authorIdStr":"3518143367772921"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>学而思，新东方都在调减利润，为什么？因为国内获取一个客户（学生）的成本太高了，大家都在补贴，并不是在补贴学生（因为这会破坏未来的商业模式），而是在补贴获客的流量。跟谁学的获客成本不在一个数量级，这个肯定有问题，要么是假学生，要么是假流量。看吧，再看一个季度，会有水落石出那天。","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>学而思，新东方都在调减利润，为什么？因为国内获取一个客户（学生）的成本太高了，大家都在补贴，并不是在补贴学生（因为这会破坏未来的商业模式），而是在补贴获客的流量。跟谁学的获客成本不在一个数量级，这个肯定有问题，要么是假学生，要么是假流量。看吧，再看一个季度，会有水落石出那天。","text":"$跟谁学(GSX)$学而思，新东方都在调减利润，为什么？因为国内获取一个客户（学生）的成本太高了，大家都在补贴，并不是在补贴学生（因为这会破坏未来的商业模式），而是在补贴获客的流量。跟谁学的获客成本不在一个数量级，这个肯定有问题，要么是假学生，要么是假流量。看吧，再看一个季度，会有水落石出那天。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":15,"repostSize":3,"link":"https://laohu8.com/post/983615299","isVote":1,"tweetType":1,"viewCount":10213,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537422057856720","authorId":"3537422057856720","name":"翎风","avatar":"https://static.tigerbbs.com/af097484ba8a0cdf28a8c31a7c6db49e","crmLevel":3,"crmLevelSwitch":0,"idStr":"3537422057856720","authorIdStr":"3537422057856720"},"content":"真的是不了解跟谁学，不了解跟谁学的运行模式","text":"真的是不了解跟谁学，不了解跟谁学的运行模式","html":"真的是不了解跟谁学，不了解跟谁学的运行模式"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}