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乡勇一号

IP属地：四川

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- 乡勇一号乡勇一号
  ·2023-01-19
  $华领医药-B(02552)$
  1,755 评论
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- 乡勇一号乡勇一号
  ·2021-10-14
  港股以后只做中短线。
  2,321 评论
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- 乡勇一号乡勇一号
  ·2021-08-26
  $怪兽充电(EM)$对于美股还是要敬畏，多观察。
  2,508 评论
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- 乡勇一号乡勇一号
  ·2021-07-25
  $Yalla Group(YALA)$yala为啥不行呢？没有市场情绪后的小互联网就是这样的吗。
  5,651 2
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- 乡勇一号乡勇一号
  ·2021-06-21
  $奥园健康(03662)$港股持仓体验真差，庄家真狗
  2,539 评论
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- 乡勇一号乡勇一号
  ·2021-05-14
  $Yalla Group(YALA)$roe8%，营收、用户、利润增速良好，管理层未见问题，独立区域独立文化壁垒，高增长的社交游戏领域，值得。
  3,296 评论
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- 乡勇一号乡勇一号
  ·2021-05-11
  $新东方在线(01797)$垃圾公司，被验证了不行。
  3,476 1
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- 乡勇一号乡勇一号
  ·2021-04-26
  高盛吸筹吸够了
  高盛首次发布知乎研报：未来有64%上涨空间
  高盛认为，知乎未来两年的营收复合年增长率将高达97%。
  高盛首次发布知乎研报：未来有64%上涨空间
  2,740 评论
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- 乡勇一号乡勇一号
  ·2021-04-25
  可能就是瑞信砸的盘，这帮狗比。中概新上必涨。
  还能涨超50%！瑞信首次覆盖知乎：目标价14.1美元
  用户破圈和商业变现是知乎面临的两大质疑。不过瑞信认为，中视频战略将迅速推动用户增长，预计2023年知乎MAU将达1.68亿；多元化收入也将使知乎营收在2023年激增至100亿元，远高于2020年的13
  还能涨超50%！瑞信首次覆盖知乎：目标价14.1美元
  2,459 评论
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- 乡勇一号乡勇一号
  ·2021-04-08
  $老虎证券(TIGR)$空也不是多也不是，短线真难。
  3,700 2
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Group(YALA)$</a>roe8%，营收、用户、利润增速良好，管理层未见问题，独立区域独立文化壁垒，高增长的社交游戏领域，值得。","text":"$Yalla Group(YALA)$roe8%，营收、用户、利润增速良好，管理层未见问题，独立区域独立文化壁垒，高增长的社交游戏领域，值得。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198341805","isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199208189,"gmtCreate":1620704048541,"gmtModify":1620704048541,"author":{"id":"3534712711984201","authorId":"3534712711984201","name":"乡勇一号","avatar":"https://static.tigerbbs.com/31717efce5c2a5d1847663323271c40f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534712711984201","authorIdStr":"3534712711984201"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>垃圾公司，被验证了不行。","listText":"<a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>垃圾公司，被验证了不行。","text":"$新东方在线(01797)$垃圾公司，被验证了不行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199208189","isVote":1,"tweetType":1,"viewCount":3476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374125463,"gmtCreate":1619430354552,"gmtModify":1619430354552,"author":{"id":"3534712711984201","authorId":"3534712711984201","name":"乡勇一号","avatar":"https://static.tigerbbs.com/31717efce5c2a5d1847663323271c40f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534712711984201","authorIdStr":"3534712711984201"},"themes":[],"htmlText":"高盛吸筹吸够了","listText":"高盛吸筹吸够了","text":"高盛吸筹吸够了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374125463","repostId":"1154356161","repostType":2,"repost":{"id":"1154356161","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1619165140,"share":"https://www.laohu8.com/m/news/1154356161?lang=&edition=full","pubTime":"2021-04-23 16:05","market":"us","language":"zh","title":"高盛首次发布知乎研报：未来有64%上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1154356161","media":"华尔街见闻","summary":"高盛认为，知乎未来两年的营收复合年增长率将高达97%。","content":"<p>作者：王煜梦</p><p>继瑞信给了<a href=\"https://laohu8.com/S/ZH\">知乎</a>高达14.1美元的目标价后，<a href=\"https://laohu8.com/S/GS\">高盛</a>也在研报中覆盖知乎，将目标价定为15.6美元，预计未来会有64%的上涨空间。</p><p>高盛预测，<b>2020-2023年知乎营收复合年增长率将高达97%，破局在即，会在2023年实现营利</b>。</p><p><img src=\"https://static.tigerbbs.com/d34871c6f04e1d12f92871474f50b635\" tg-width=\"2615\" tg-height=\"1030\" referrerpolicy=\"no-referrer\"></p><p><b>没有竞品，为用户量增长预备空间</b></p><p>当下，大部分平台内容仍以娱乐为中心，知乎凭借高质量的用户群和较专业的内容占据了有利地位。</p><p>据高盛分析，知乎经过十多年的数据积累，再叠加NPL（自然语言处理）、知识图谱等AI技术支撑，已经在内容输送上建立了独有的核心竞争力，新进入者很难复制。</p><p>今年2月，字节的悟空问答关闭后，已没有任何问答平台能与知乎叫板。</p><p>目前知乎的MAU为7570万，而高盛估计，还有4-5亿的潜在用户可以争取。</p><p>2020年四季度，知乎的潜在用户转化率为16.1%，高盛相信增长势头会继续保持，在2023年实现1.75亿的MAU。</p><p><img src=\"https://static.tigerbbs.com/afe855e4946235e0f55096347239e784\" tg-width=\"2463\" tg-height=\"939\" referrerpolicy=\"no-referrer\"></p><p><b>双管齐下，上下层市场一起抓</b></p><p>在高盛看来，知乎仍处于发展的前期阶段，经过盈利模式的升级，其商业变现能力会有质的提升。</p><p>知乎的升级方案里有两个重点：</p><p><b>1.开发中视频，吸引低线城市用户</b></p><p>内容全部是文字，这是知乎一直以来的痛点，相当于先给用户设下了门槛。</p><p>为了增加下沉市场的渗透率，吸引更多用户，知乎的战略是将文本内容视频化。</p><p>高盛认为，知乎以往的内容积累能为视频化提供巨量素材，AI技术会自动识别文字和图片来生成视频，并配音配字。</p><p>成本支出会让毛利率在2022年暂时下降到49.9%，但2023年即回升至55.8%。</p><p><img src=\"https://static.tigerbbs.com/cfb86aad2d4e6259fbe396c72fbb6888\" tg-width=\"1917\" tg-height=\"1058\" referrerpolicy=\"no-referrer\"></p><p>利率下跌有限，成本并不算高，高盛相信知乎成为多格式平台后会覆盖更大市场，开拓利润空间。</p><p><b>2.优化内容供给，增加付费用户</b></p><p>知乎正持续改进推荐算法，更好地为用户匹配感兴趣的内容和广告，并进一步细化内容与索引的分类，满足仅特定领域感兴趣的客户。</p><p>此外，知乎将自行培育一些创作者，并提高全平台创作者的收入，增加优质内容供给，吸引更多付费用户。</p><p>高盛认为此举能继续增强知乎的竞争力，并对高端用户群的增长产生长期性、可控性的影响。</p><p>预计到2023年，会员付费比例将达到7.5%，平均每会员付费11.2元。</p><p><img src=\"https://static.tigerbbs.com/e02f7dc8c5871a84374e0828f164b673\" tg-width=\"2603\" tg-height=\"1095\" referrerpolicy=\"no-referrer\"></p>","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>高盛首次发布知乎研报：未来有64%上涨空间</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; 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}\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高盛首次发布知乎研报：未来有64%上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n2021-04-23 16:05 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：王煜梦继瑞信给了知乎高达14.1美元的目标价后，高盛也在研报中覆盖知乎，将目标价定为15.6美元，预计未来会有64%的上涨空间。高盛预测，2020-2023年知乎营收复合年增长率将高达97%，破局在即，会在2023年实现营利。没有竞品，为用户量增长预备空间当下，大部分平台内容仍以娱乐为中心，知乎凭借高质量的用户群和较专业的内容占据了有利地位。据高盛分析，知乎经过十多年的数据积累，再叠加NPL...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/afa270f33c9ea4a075e4df293390fa0a","relate_stocks":{"ZH":"知乎"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154356161","content_text":"作者：王煜梦继瑞信给了知乎高达14.1美元的目标价后，高盛也在研报中覆盖知乎，将目标价定为15.6美元，预计未来会有64%的上涨空间。高盛预测，2020-2023年知乎营收复合年增长率将高达97%，破局在即，会在2023年实现营利。没有竞品，为用户量增长预备空间当下，大部分平台内容仍以娱乐为中心，知乎凭借高质量的用户群和较专业的内容占据了有利地位。据高盛分析，知乎经过十多年的数据积累，再叠加NPL（自然语言处理）、知识图谱等AI技术支撑，已经在内容输送上建立了独有的核心竞争力，新进入者很难复制。今年2月，字节的悟空问答关闭后，已没有任何问答平台能与知乎叫板。目前知乎的MAU为7570万，而高盛估计，还有4-5亿的潜在用户可以争取。2020年四季度，知乎的潜在用户转化率为16.1%，高盛相信增长势头会继续保持，在2023年实现1.75亿的MAU。双管齐下，上下层市场一起抓在高盛看来，知乎仍处于发展的前期阶段，经过盈利模式的升级，其商业变现能力会有质的提升。知乎的升级方案里有两个重点：1.开发中视频，吸引低线城市用户内容全部是文字，这是知乎一直以来的痛点，相当于先给用户设下了门槛。为了增加下沉市场的渗透率，吸引更多用户，知乎的战略是将文本内容视频化。高盛认为，知乎以往的内容积累能为视频化提供巨量素材，AI技术会自动识别文字和图片来生成视频，并配音配字。成本支出会让毛利率在2022年暂时下降到49.9%，但2023年即回升至55.8%。利率下跌有限，成本并不算高，高盛相信知乎成为多格式平台后会覆盖更大市场，开拓利润空间。2.优化内容供给，增加付费用户知乎正持续改进推荐算法，更好地为用户匹配感兴趣的内容和广告，并进一步细化内容与索引的分类，满足仅特定领域感兴趣的客户。此外，知乎将自行培育一些创作者，并提高全平台创作者的收入，增加优质内容供给，吸引更多付费用户。高盛认为此举能继续增强知乎的竞争力，并对高端用户群的增长产生长期性、可控性的影响。预计到2023年，会员付费比例将达到7.5%，平均每会员付费11.2元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375297816,"gmtCreate":1619343516035,"gmtModify":1619343516035,"author":{"id":"3534712711984201","authorId":"3534712711984201","name":"乡勇一号","avatar":"https://static.tigerbbs.com/31717efce5c2a5d1847663323271c40f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534712711984201","authorIdStr":"3534712711984201"},"themes":[],"htmlText":"可能就是瑞信砸的盘，这帮狗比。中概新上必涨。","listText":"可能就是瑞信砸的盘，这帮狗比。中概新上必涨。","text":"可能就是瑞信砸的盘，这帮狗比。中概新上必涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375297816","repostId":"1116939887","repostType":2,"repost":{"id":"1116939887","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1618976897,"share":"https://www.laohu8.com/m/news/1116939887?lang=&edition=full","pubTime":"2021-04-21 11:48","market":"us","language":"zh","title":"还能涨超50%！瑞信首次覆盖知乎：目标价14.1美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1116939887","media":"华尔街见闻","summary":"用户破圈和商业变现是知乎面临的两大质疑。不过瑞信认为，中视频战略将迅速推动用户增长，预计2023年知乎MAU将达1.68亿；多元化收入也将使知乎营收在2023年激增至100亿元，远高于2020年的13","content":"<blockquote>\n 用户破圈和商业变现是<a href=\"https://laohu8.com/S/ZH\">知乎</a>面临的两大质疑。不过瑞信认为，中视频战略将迅速推动用户增长，预计2023年知乎MAU将达1.68亿；多元化收入也将使知乎营收在2023年激增至100亿元，远高于2020年的13亿元。\n</blockquote>\n<p>自3月26日上市以来至今，知乎的股价并无太多波澜：最新收盘价9.15美元，还低于9.5美元的发行价。顶着“中国最大在线问答社区”的名头上市的知乎，如今面临着市场似对其缺少信心的尴尬局面。</p>\n<p>不过瑞信在4月20日最新研报中首次覆盖知乎，<b>给予其跑赢大盘的评级（Outperform），并给出14.1美元的目标价，较周二收盘价9.15美元大幅高出54%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/6c8f7c69c417e5a87513219919e519cc\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><b>中视频战略带动用户增长：预计2023年MAU到1.68亿</b></p>\n<p>在瑞信看来，知乎这个独特的内容社区仍具有显著的增长潜力：<b>向中视频转向的战略不仅将推动月活用户的增长，也将带动使用时长的强劲增长。</b></p>\n<p>实际上，市场对知乎的质疑之一就是用户破圈能力，平台创始以来的“精英社区氛围”似乎让用户群体受限。</p>\n<p>知乎招股书显示，截止2020年四季度，月均活跃用户（MAU）为7570万，同比增长33.0%；与此同时30岁以下用户占比近80%。</p>\n<p>不过瑞信称，随着知乎通过更多多元化的高质量内容和中视频来扩大用户规模，他们对于知乎充满信心。</p>\n<blockquote>\n 知乎在2020年战略性地将重心转移到中视频领域，以降低内容消费的门槛，并吸引更多来自低线城市的用户。我们认为，知乎可以利用其年轻的用户群体、专业的内容生产者、以及社区文化，成为以知识为主的中视频领域的领导者。\n</blockquote>\n<p>瑞信预计，<b>知乎2021至2023年期间平均MAU复合年增长率为35%，到2023年MAU将达到1.68亿。</b></p>\n<p>此外瑞信还预计，视频消费预计将渗透知乎50%的日活用户（DAU），并将在2023年贡献40%的使用时长，远高于2020年四季度的10%。</p>\n<p><img src=\"https://static.tigerbbs.com/60acbc1532d5384cba7e54f810c4a351\" tg-width=\"953\" tg-height=\"365\" referrerpolicy=\"no-referrer\">图片来源：瑞信</p>\n<p><b>商业变现：多渠道盈利，内容商业解决方案预计成为第一大营收来源</b></p>\n<p>除了破圈能力之外，市场对知乎的另一大质疑就是商业变现能力。<b>不过瑞信认为，多元化盈利渠道将为知乎带来快速的收入增长。</b></p>\n<p>目前知乎来自每个MAU的收入为20元，远远落后于其他内容社区以及基于PGC（专业生产内容）的内容平台。</p>\n<p>瑞信预计，随着知乎提高用户参与度并提升多元化盈利渠道，到2023年知乎的这一数据将增长至62元。</p>\n<p><img src=\"https://static.tigerbbs.com/31a9ca1d377748515a72d94004257d36\" tg-width=\"484\" tg-height=\"382\" referrerpolicy=\"no-referrer\">图片来源：瑞信</p>\n<p><b>总体来看，瑞信预计，2020至2023年知乎营收复合年增长率将达97%，到2023年到100亿元人民币。</b>作为参考，知乎2020年营收为13.52亿元。</p>\n<p>其中，<b>高盈利效率的内容商业解决方案（Content-commerce solution)预计将对增长贡献最大，对收入的占比将从2020的10%提高至2023年的36%，并有望成为知乎的第一大营收来源。</b></p>\n<p><img src=\"https://static.tigerbbs.com/8193421bbf03e563cd2b0459b21a75bc\" tg-width=\"946\" tg-height=\"348\" referrerpolicy=\"no-referrer\">图片来源：瑞信</p>","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>还能涨超50%！瑞信首次覆盖知乎：目标价14.1美元</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; 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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还能涨超50%！瑞信首次覆盖知乎：目标价14.1美元\n</h2>\n\n<h4 class=\"meta\">\n\n2021-04-21 11:48 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>用户破圈和商业变现是知乎面临的两大质疑。不过瑞信认为，中视频战略将迅速推动用户增长，预计2023年知乎MAU将达1.68亿；多元化收入也将使知乎营收在2023年激增至100亿元，远高于2020年的13亿元。\n\n自3月26日上市以来至今，知乎的股价并无太多波澜：最新收盘价9.15美元，还低于9.5美元的发行价。顶着“中国最大在线问答社区”的名头上市的知乎，如今面临着市场似对其缺少信心的尴尬局面。\n...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6c286e18a70182b99ecabadb0bd3f19","relate_stocks":{"ZH":"知乎"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116939887","content_text":"用户破圈和商业变现是知乎面临的两大质疑。不过瑞信认为，中视频战略将迅速推动用户增长，预计2023年知乎MAU将达1.68亿；多元化收入也将使知乎营收在2023年激增至100亿元，远高于2020年的13亿元。\n\n自3月26日上市以来至今，知乎的股价并无太多波澜：最新收盘价9.15美元，还低于9.5美元的发行价。顶着“中国最大在线问答社区”的名头上市的知乎，如今面临着市场似对其缺少信心的尴尬局面。\n不过瑞信在4月20日最新研报中首次覆盖知乎，给予其跑赢大盘的评级（Outperform），并给出14.1美元的目标价，较周二收盘价9.15美元大幅高出54%。\n\n中视频战略带动用户增长：预计2023年MAU到1.68亿\n在瑞信看来，知乎这个独特的内容社区仍具有显著的增长潜力：向中视频转向的战略不仅将推动月活用户的增长，也将带动使用时长的强劲增长。\n实际上，市场对知乎的质疑之一就是用户破圈能力，平台创始以来的“精英社区氛围”似乎让用户群体受限。\n知乎招股书显示，截止2020年四季度，月均活跃用户（MAU）为7570万，同比增长33.0%；与此同时30岁以下用户占比近80%。\n不过瑞信称，随着知乎通过更多多元化的高质量内容和中视频来扩大用户规模，他们对于知乎充满信心。\n\n 知乎在2020年战略性地将重心转移到中视频领域，以降低内容消费的门槛，并吸引更多来自低线城市的用户。我们认为，知乎可以利用其年轻的用户群体、专业的内容生产者、以及社区文化，成为以知识为主的中视频领域的领导者。\n\n瑞信预计，知乎2021至2023年期间平均MAU复合年增长率为35%，到2023年MAU将达到1.68亿。\n此外瑞信还预计，视频消费预计将渗透知乎50%的日活用户（DAU），并将在2023年贡献40%的使用时长，远高于2020年四季度的10%。\n图片来源：瑞信\n商业变现：多渠道盈利，内容商业解决方案预计成为第一大营收来源\n除了破圈能力之外，市场对知乎的另一大质疑就是商业变现能力。不过瑞信认为，多元化盈利渠道将为知乎带来快速的收入增长。\n目前知乎来自每个MAU的收入为20元，远远落后于其他内容社区以及基于PGC（专业生产内容）的内容平台。\n瑞信预计，随着知乎提高用户参与度并提升多元化盈利渠道，到2023年知乎的这一数据将增长至62元。\n图片来源：瑞信\n总体来看，瑞信预计，2020至2023年知乎营收复合年增长率将达97%，到2023年到100亿元人民币。作为参考，知乎2020年营收为13.52亿元。\n其中，高盈利效率的内容商业解决方案（Content-commerce solution)预计将对增长贡献最大，对收入的占比将从2020的10%提高至2023年的36%，并有望成为知乎的第一大营收来源。\n图片来源：瑞信","news_type":1},"isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341210859,"gmtCreate":1617823146271,"gmtModify":1617823146271,"author":{"id":"3534712711984201","authorId":"3534712711984201","name":"乡勇一号","avatar":"https://static.tigerbbs.com/31717efce5c2a5d1847663323271c40f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534712711984201","authorIdStr":"3534712711984201"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>空也不是多也不是，短线真难。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>空也不是多也不是，短线真难。","text":"$老虎证券(TIGR)$空也不是多也不是，短线真难。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/341210859","isVote":1,"tweetType":1,"viewCount":3700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}