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2020-01-22
$碧桂园(02007)$
就你一个是跌的，坑人啊。
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2020-01-15
$碧桂园(02007)$
跌跌不休了
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2020-01-14
亏的没有我多
非常抱歉，此主贴已删除
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2020-01-09
$Zoom(ZM)$
能不能到75
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2020-01-09
$美国钢铁(X)$
跳水比赛
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知心
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2020-01-09
$碧桂园服务(06098)$
最高点入坑
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·
2020-01-07
几家短视频公司合并了就厉害了
虎牙或斗鱼 投资着改如何选择电竞股？
金融界美股讯 IPO上市后，这两家中国版Twitch走势差天共地。 根据Research and Markets数据，中国游戏市场从2019年到2024年的复合年增长率（CAGR）可达14%。这
虎牙或斗鱼 投资着改如何选择电竞股？
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·
2020-01-06
$360金融(QFIN)$
买了就跌
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知心
·
2019-12-30
$医美国际(AIH)$
亏一万块钱了
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·
2019-12-30
$蔚来(NIO)$
今天涨
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04:41","market":"hk","language":"zh","title":"虎牙或斗鱼 投资着改如何选择电竞股？","url":"https://stock-news.laohu8.com/highlight/detail?id=1995851692","media":"金融界网站 ","summary":"金融界美股讯 IPO上市后，这两家中国版Twitch走势差天共地。 \n 根据Research and Markets数据，中国游戏市场从2019年到2024年的复合年增长率（CAGR）可达14%。这","content":"<html><body><div><p> <a href=\"https://laohu8.com/S/JRJC\">金融界</a>美股讯 IPO上市后，这两家中国版Twitch走势差天共地。 </p>\n<p> 根据Research and Markets数据，中国游戏市场从2019年到2024年的复合年增长率（CAGR）可达14%。这家研究机构指出，电竞将成为行业其中一个增长火车头。 </p>\n<p> 中国电竞市场目前由两家公司主宰：<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>和<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>。虎牙分拆自串流媒体视频公司YY，公司在去年5月上市。斗鱼也紧随其后，在今年4月IPO上市。 </p>\n<p> 虎牙现价较上市招股价每股12美元高出超过50%，但斗鱼就较招股价每股11.50美元大幅潜水近40%。我们便来看看为何投资者追捧前者，却唾弃后者，这种趋势又到底会否持续下去？ </p>\n<p><strong> 两家「中国版Twitch」简介</strong> </p>\n<p> 虎牙和斗鱼经常被拿来跟美国龙头游戏串流平台<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的Twitch相比。<a href=\"https://laohu8.com/S/00700\">腾讯</a>已贵为全球最大游戏公司，同时入股虎牙和斗鱼两家公司。 </p>\n<p> 虎牙主要串流直播视频游戏和其他电竞节目，月活跃用户数 （MAU） 上季按年增长48%至1.461亿，当中手机月活跃用户数增长29%至6,380万，付费用户总数增长29%至530万。 </p>\n<p> 季内，虎牙收入95%来自流直播平台上销售虚拟礼物和物品。观众买下这些虚拟商品赠送喜欢的播主，那些播主则从收入中拆账分佣。馀下5%收入则来自数码广告。 </p>\n<p> 斗鱼的月活跃用户总数上季按年增长15%至1.636亿，整体观众人数较虎牙多，但除了电竞节目，斗鱼亦提供五花八门的视频内容。截至2018年底，电竞观众仅占月活跃用户数的62%。 </p>\n<p> 斗鱼的观众群增长较虎牙慢，而且付费和手机用户亦较少，手机月活跃用户数上季增长26%至5,210万，而付费用户群增长66%至420万。斗鱼的广告收入占比亦高于虎牙，上季串流直播业务的收入占整体89%，其馀11%来自广告业务。 </p>\n<p><strong> 哪家公司增长更快？</strong> </p>\n<p> 虎牙和斗鱼上季双双录得强劲收入增长，但斗鱼增长步伐仍然略快。 </p>\n<p><font face=\"楷体_GB2312,楷体\"> 收入按年增长 串流直播 广告 总计 2019年第四季预测* </font></p>\n<p><font face=\"楷体_GB2312,楷体\"> 虎牙 77% 81% 77% 58% </font></p>\n<p><font face=\"楷体_GB2312,楷体\"> 斗鱼 83% 69% 81% 72% </font></p>\n<p><font face=\"楷体_GB2312,楷体\"> 按年=与去年同期比较。资料来源：公司季度业绩。 *中值。</font> </p>\n<p> 分析师预计，虎牙今年收入将增长71%，但明年将放缓至37%。同样，他们预计斗鱼今年收入将增长98%，但2020年增长将放缓至38%。 </p>\n<p> 虎牙已有盈利，斗鱼却未能赚钱，不过两家公司的盈利能力均在改善。以通用会计准则 （GAAP） 计算，虎牙第三季Q收入急升117%至人民币1.32亿元（1,700万美元）。若以非通用会计准则计算，即不包括股票报酬费用，Q收入增长71%至人民币2.06亿元（2,900万美元）。 </p>\n<p> 分析师预计，虎牙今年经调整盈利将增长47%，明年则增长80%，对于预测市盈率24倍的股票，这种增长率算是惊人。 </p>\n<p> 另一方面，斗鱼的GAAP亏损上季由人民币2.205亿元收窄至人民币1.65亿元（2,300万美元）。按非GAAP计算，利润为人民币7,200万元（1,000万美元），相比去年同期则亏损人民币2.14亿元。 </p>\n<p> 华尔街分析师预计，斗鱼在非GAAP下利润明年将增至约3倍，对这b预测市盈率17倍的股票，增长率亦算很高。 </p>\n<p><strong> 应买入哪只股票？</strong> </p>\n<p> 虎牙和斗鱼都将受惠中国电竞市场的发展，相对于各自的增长，两股看来相对低廉。然而，虎牙的月活跃用户数增长强劲，手机和付费用户群均较大，而且业务集中于电竞市场，以GAAP计的盈利能力全都较斗鱼优胜，投资价值更加吸引。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>虎牙或斗鱼 投资着改如何选择电竞股？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\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虎牙或斗鱼 投资着改如何选择电竞股？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-31 04:41 北京时间 <a href=http://usstock.jrj.com.cn/2019/12/31044128606675.shtml><strong>金融界网站 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界美股讯 IPO上市后，这两家中国版Twitch走势差天共地。 \n 根据Research and Markets数据，中国游戏市场从2019年到2024年的复合年增长率（CAGR）可达14%。这家研究机构指出，电竞将成为行业其中一个增长火车头。 \n 中国电竞市场目前由两家公司主宰：虎牙和斗鱼。虎牙分拆自串流媒体视频公司YY，公司在去年5月上市。斗鱼也紧随其后，在今年4月IPO上市。 \n ...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2019/12/31044128606675.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cc5abcea213b5f01bd6a2cba55e42c0c","relate_stocks":{},"source_url":"http://usstock.jrj.com.cn/2019/12/31044128606675.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1995851692","content_text":"金融界美股讯 IPO上市后，这两家中国版Twitch走势差天共地。 \n 根据Research and Markets数据，中国游戏市场从2019年到2024年的复合年增长率（CAGR）可达14%。这家研究机构指出，电竞将成为行业其中一个增长火车头。 \n 中国电竞市场目前由两家公司主宰：虎牙和斗鱼。虎牙分拆自串流媒体视频公司YY，公司在去年5月上市。斗鱼也紧随其后，在今年4月IPO上市。 \n 虎牙现价较上市招股价每股12美元高出超过50%，但斗鱼就较招股价每股11.50美元大幅潜水近40%。我们便来看看为何投资者追捧前者，却唾弃后者，这种趋势又到底会否持续下去？ \n 两家「中国版Twitch」简介 \n 虎牙和斗鱼经常被拿来跟美国龙头游戏串流平台亚马逊的Twitch相比。腾讯已贵为全球最大游戏公司，同时入股虎牙和斗鱼两家公司。 \n 虎牙主要串流直播视频游戏和其他电竞节目，月活跃用户数 （MAU） 上季按年增长48%至1.461亿，当中手机月活跃用户数增长29%至6,380万，付费用户总数增长29%至530万。 \n 季内，虎牙收入95%来自流直播平台上销售虚拟礼物和物品。观众买下这些虚拟商品赠送喜欢的播主，那些播主则从收入中拆账分佣。馀下5%收入则来自数码广告。 \n 斗鱼的月活跃用户总数上季按年增长15%至1.636亿，整体观众人数较虎牙多，但除了电竞节目，斗鱼亦提供五花八门的视频内容。截至2018年底，电竞观众仅占月活跃用户数的62%。 \n 斗鱼的观众群增长较虎牙慢，而且付费和手机用户亦较少，手机月活跃用户数上季增长26%至5,210万，而付费用户群增长66%至420万。斗鱼的广告收入占比亦高于虎牙，上季串流直播业务的收入占整体89%，其馀11%来自广告业务。 \n 哪家公司增长更快？ \n 虎牙和斗鱼上季双双录得强劲收入增长，但斗鱼增长步伐仍然略快。 \n 收入按年增长 串流直播 广告 总计 2019年第四季预测* \n 虎牙 77% 81% 77% 58% \n 斗鱼 83% 69% 81% 72% \n 按年=与去年同期比较。资料来源：公司季度业绩。 *中值。 \n 分析师预计，虎牙今年收入将增长71%，但明年将放缓至37%。同样，他们预计斗鱼今年收入将增长98%，但2020年增长将放缓至38%。 \n 虎牙已有盈利，斗鱼却未能赚钱，不过两家公司的盈利能力均在改善。以通用会计准则 （GAAP） 计算，虎牙第三季Q收入急升117%至人民币1.32亿元（1,700万美元）。若以非通用会计准则计算，即不包括股票报酬费用，Q收入增长71%至人民币2.06亿元（2,900万美元）。 \n 分析师预计，虎牙今年经调整盈利将增长47%，明年则增长80%，对于预测市盈率24倍的股票，这种增长率算是惊人。 \n 另一方面，斗鱼的GAAP亏损上季由人民币2.205亿元收窄至人民币1.65亿元（2,300万美元）。按非GAAP计算，利润为人民币7,200万元（1,000万美元），相比去年同期则亏损人民币2.14亿元。 \n 华尔街分析师预计，斗鱼在非GAAP下利润明年将增至约3倍，对这b预测市盈率17倍的股票，增长率亦算很高。 \n 应买入哪只股票？ \n 虎牙和斗鱼都将受惠中国电竞市场的发展，相对于各自的增长，两股看来相对低廉。然而，虎牙的月活跃用户数增长强劲，手机和付费用户群均较大，而且业务集中于电竞市场，以GAAP计的盈利能力全都较斗鱼优胜，投资价值更加吸引。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911651795,"gmtCreate":1578326225417,"gmtModify":1704337242044,"author":{"id":"3518849764117946","authorId":"3518849764117946","name":"知心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518849764117946","authorIdStr":"3518849764117946"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QFIN\">$360金融(QFIN)$</a> 买了就跌","listText":"<a href=\"https://laohu8.com/S/QFIN\">$360金融(QFIN)$</a> 买了就跌","text":"$360金融(QFIN)$ 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亏一万块钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913228127","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913284508,"gmtCreate":1577698189604,"gmtModify":1704336072114,"author":{"id":"3518849764117946","authorId":"3518849764117946","name":"知心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518849764117946","authorIdStr":"3518849764117946"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 今天涨","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 今天涨","text":"$蔚来(NIO)$ 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