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铁韭谨慎观望

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- 铁韭谨慎观望铁韭谨慎观望
  ·2022-01-03
  $阿里巴巴(BABA)$可以开始谨慎抄底了
  2,555 评论
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- 铁韭谨慎观望铁韭谨慎观望
  ·2021-12-20
  $阿里巴巴(BABA)$阿里巴巴会变成下一个中石油，立贴为证。
  5,106 3
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- 铁韭谨慎观望铁韭谨慎观望
  ·2021-12-15
  $阿里巴巴(BABA)$看跌到发行价65美元
  1,991 评论
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- 铁韭谨慎观望铁韭谨慎观望
  ·2021-12-04
  中国人的创意搞不了内容，你信不信？
  内容！爱奇艺的“救命稻草”
  近日，市场传出消息，爱奇艺将进行史上最大规模裁员，本轮裁员罕见覆盖了爱奇艺所有部门，从影业、IP、游戏、电商部门，甚至到经纪公司，预计离职人数将超过2000人。按2020年爱奇艺财报上显示的7721名
  内容！爱奇艺的“救命稻草”
  3,329 评论
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- 铁韭谨慎观望铁韭谨慎观望
  ·2021-09-23
  打水飘
  非常抱歉，此主贴已删除
  2,855 评论
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- 铁韭谨慎观望铁韭谨慎观望
  ·2021-09-17
  $高途(GOTU)$建议高途与新东方换股吸收合并，整合业务，取长补短。
  3,685 1
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- 铁韭谨慎观望铁韭谨慎观望
  ·2021-09-17
  $新东方(EDU)$建议新东方换股吸收合并高途，整合业务，取长补短。
  4,911 2
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- 铁韭谨慎观望铁韭谨慎观望
  ·2021-07-23
  $新东方(EDU)$纪念一下，今天把一年多以来赚的85%的利润归零了。
  6,683 5
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- 铁韭谨慎观望铁韭谨慎观望
  ·2021-07-22
  $滴滴(DIDI)$看到有这么多打算长期持有的，那么应该肯定还会跌
  3,211 评论
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- 铁韭谨慎观望铁韭谨慎观望
  ·2021-07-16
  $高途(GOTU)$别墨迹，跌个30%看看
  2,473 评论
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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>可以开始谨慎抄底了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>可以开始谨慎抄底了","text":"$阿里巴巴(BABA)$可以开始谨慎抄底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692760096","isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693686080,"gmtCreate":1640013389546,"gmtModify":1640013389546,"author":{"id":"3547155938177908","authorId":"3547155938177908","name":"铁韭谨慎观望","avatar":"https://static.tigerbbs.com/d7b723ed7c352d5313b95a986c07e60b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547155938177908","authorIdStr":"3547155938177908"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里巴巴会变成下一个中石油，立贴为证。","listText":"<a 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>看跌到发行价65美元","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>看跌到发行价65美元","text":"$阿里巴巴(BABA)$看跌到发行价65美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607456368","isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608997810,"gmtCreate":1638591451078,"gmtModify":1638591451078,"author":{"id":"3547155938177908","authorId":"3547155938177908","name":"铁韭谨慎观望","avatar":"https://static.tigerbbs.com/d7b723ed7c352d5313b95a986c07e60b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547155938177908","authorIdStr":"3547155938177908"},"themes":[],"htmlText":"中国人的创意搞不了内容，你信不信？","listText":"中国人的创意搞不了内容，你信不信？","text":"中国人的创意搞不了内容，你信不信？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608997810","repostId":"1165831342","repostType":2,"repost":{"id":"1165831342","kind":"news","pubTimestamp":1638530026,"share":"https://www.laohu8.com/m/news/1165831342?lang=&edition=full","pubTime":"2021-12-03 19:13","market":"us","language":"zh","title":"内容！爱奇艺的“救命稻草”","url":"https://stock-news.laohu8.com/highlight/detail?id=1165831342","media":"博望财经","summary":"近日，市场传出消息，爱奇艺将进行史上最大规模裁员，本轮裁员罕见覆盖了爱奇艺所有部门，从影业、IP、游戏、电商部门，甚至到经纪公司，预计离职人数将超过2000人。按2020年爱奇艺财报上显示的7721名","content":"<p>近日，市场传出消息，爱奇艺将进行史上最大规模裁员，本轮裁员罕见覆盖了爱奇艺所有部门，从影业、IP、游戏、电商部门，甚至到经纪公司，预计离职人数将超过2000人。按2020年爱奇艺财报上显示的7721名雇员数计算，本次裁员幅度超过了总员工人数的四分之一。</p>\n<p>或许这与爱奇艺惨淡的业绩表现不无关系。不久前公布的三季报显示，爱奇艺Q3总营收75.89亿元，环比下降0.3%，低于预期；毛利润5.61亿元，毛利率7.4%，同比下降4.1pct，环比下降2.3pct；归母净亏损17.3亿元，同比扩大47.3%。</p>\n<p>爱奇艺的收入构成主要分为付费会员收入、广告收入、版权分销收入和其他收入，其中，付费会员收入自2019年Q3起在总收入占比超过50%后，至今为止一直是爱奇艺营收中最重要的蛋糕。</p>\n<p>01&nbsp;爱奇艺之困，困在内容成本高企</p>\n<p>付费会员业务与内容成本之间，有一道微妙关系，决定了爱奇艺的成败。我们详细分析：</p>\n<p>企业的亏损，通常和成本高企有很大关联。财报显示，爱奇艺的营业成本非常高，其Q3总营业成本70.28亿元，同比增长10%，其中内容成本53亿元，同比上升12.8%；内容成本占比同比上升4.4%，至69.8%。</p>\n<p>内容成本高，主要是因为爱奇艺在原创内容的投资加码。目前，爱奇艺已经搭建了超过70个原创内容工作室，专注多元化题材的内容布局。即便如此，但好的内容还是缺。这种缺表现在两个方面：</p>\n<p>一个是排片、审核等原因导致的内容供应不足。在爱奇艺Q3财报发布后的电话会议里，创始人兼CEO龚宇说得非常直白：“我们这个行业遇到的最大的问题在于内容供应出现严重短缺，原因是多方面的。第一个，疫情是最直接的原因，到现在为止，我们目前的电影上线量不如2019年同期的一半，而传统的电视剧比例更少，可能也就只有往年的三分之一左右，面对年轻人的新的网剧，因为审核的原因延迟上线。当然，这只是问题的一部分，内容的供给出现了比较大的问题，这是一个核心问题。”</p>\n<p>第二是“爆款”断货。今年爱奇艺独播的电视剧中，热度最高的都出现在上半年，分别是《赘婿》《爱上特种兵》和《小舍得》。今年下半年截至目前，爱奇艺上电视剧还没有出现“爆款”。此前爱奇艺的爆款剧，来自于下去年二季度推出的“迷雾剧场”，该栏目曾播出《隐秘的角落》《沉默的真相》等受到全网热议的剧集，其中《隐秘的角落》的播放量超过10亿，而通常爆款剧集的集均播放量约1亿左右。</p>\n<p>今年“迷雾剧场”共播出三部剧，《八角亭迷雾》《再见、那一天》和《致命愿望》，没有一个成为“爆款”。其中《八角亭迷雾》表现相对较好，但集均播放量仅不到4000万。更残忍的现实是，爱奇艺这类长视频网站投资一部电视剧的风险很高，如果反响不及预期，就相当于打水漂了。</p>\n<p>缺乏好的内容，用户付费意愿就不高。当内容供应无法满足人民群众日益增长的精神文化需要时，就会出现“内容成本高企与付费会员收入不对等”的情况，形成恶性循环。来看一组数据：</p>\n<p>2018年，爱奇艺的内容成本211亿元，会员收入106.23亿元；</p>\n<p>2019年，爱奇艺的内容成本222亿元，会员收入144.36亿元；</p>\n<p>2020年，爱奇艺的内容成本209亿元，会员收入164.91亿元……</p>\n<p>看到这组数据，解决问题的思路自然落在怎么在提高付费会员收入上，这也就不难理解爱奇艺此前的“蜜汁操作”——付费超前点播了。2019年，爱奇艺联合腾讯在热播剧《庆余年》中推出“超前点播”服务。开通超前点播的用户可以提前看6集，会员可以每集3元的价格购买该内容，即用户购买爱奇艺会员后，还需要再单独花钱购买剧集。</p>\n<p>通过超前点播尝到甜头的爱奇艺，将这一收费模式应用到了全平台。这在短时间内有效提升了爱奇艺的收入，但却遭到网友们尤其是会员们的“口诛笔伐”。</p>\n<p>今年10月，爱奇艺不得不宣布取消长达两年的“超前点播”，薅用户二次羊毛的“歪招”戛然而止。那如何正确破解会员收费的难题呢？</p>\n<p>02&nbsp;解决爱奇艺之困，唯有聚焦内容质量</p>\n<p>要想保持付费会员的不断增长、会员付费有意愿，&nbsp;必须不断投入内容成本，用高质量内容去留住用户。这点上，爱奇艺的对标典范——美国奈飞公司（Netflix）十分出色。</p>\n<p>奈飞盈利模式为付费会员的增长带动公司收入增长，收入增长为公司提供更多的资金购买电视剧和电影内容，同时也提供更多的客户数据和资金以拍摄内容优质的原创作品，进而吸引更多的付费会员，形成正向循环。上市至今，奈飞股价已提升465倍。</p>\n<p>也许有人会说，爱奇艺在自制剧、综艺、VR等领域都有很好的表现，对内容的重视有目共睹。但对比老大哥奈飞，还是差了一大截。</p>\n<p>提起奈飞，人们的印象往往是“奈飞出品，必属精品”。《纸牌屋》、《毒枭》、《鱿鱼游戏》……一系列世界级爆款剧，都来自于奈飞。</p>\n<p>2019 年，奈飞在北美地区平均付费用户6662 万人，订阅用户渗透率约20%；剔除试用用户，奈飞平台用户付费率接近100%（同年爱奇艺用户付费率仅为约22%）。2020年财报显示，其99%的营收来自会员付费服务。</p>\n<p>和奈飞的用户费用相比，无论从会员数量还是会员价格，爱奇艺都还有许多提升空间。2011 年奈飞首次涨价使得用户短期内流失80万，但收入大幅增长63%。</p>\n<p>参考奈飞历次提价后会员数量变动情况可以发现，如果能长期持续输出优质内容，提高用户的付费意愿，不仅订阅服务渗透率将得以提升，用户和会员忠诚度也会相对上涨。会员留存率及会员收入业务取得增长后，新增盈利将反哺于内容制作与IP 发掘中，进一步增加爆款产生的可能性，形成良性循环，最终形成“用户-营收-内容-用户”正向增长齿轮。</p>\n<p>因此，如果爱奇艺要从走出亏损泥沼，必须提升付费会员收入；而提升会员收入，唯一的底气就是有大量高品质内容。</p>\n<p>结尾</p>\n<p>在爱奇艺Q3财报发布后的电话会议上，龚宇表示：“目前爱奇艺的重点工作是减少亏损，控制成本，其实就是开源节流，把那些低效率的业务砍掉，把低效率的作品砍掉，找各种各样的货币化机会，增加收入。”如果裁员是为了把内部资源的重新高效分配，集中优势力量死磕内容质量，或许裁员对爱奇艺来说并非坏事。</p>","source":"lsy1599487363437","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>内容！爱奇艺的“救命稻草”</title>\n<style 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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内容！爱奇艺的“救命稻草”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 19:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Kk4nnTPVEhuvRQDxpQBdbQ><strong>博望财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，市场传出消息，爱奇艺将进行史上最大规模裁员，本轮裁员罕见覆盖了爱奇艺所有部门，从影业、IP、游戏、电商部门，甚至到经纪公司，预计离职人数将超过2000人。按2020年爱奇艺财报上显示的7721名雇员数计算，本次裁员幅度超过了总员工人数的四分之一。\n或许这与爱奇艺惨淡的业绩表现不无关系。不久前公布的三季报显示，爱奇艺Q3总营收75.89亿元，环比下降0.3%，低于预期；毛利润5.61亿元，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Kk4nnTPVEhuvRQDxpQBdbQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f48fbc541b07547e95dfb5b1221fb6ed","relate_stocks":{"IQ":"爱奇艺"},"source_url":"https://mp.weixin.qq.com/s/Kk4nnTPVEhuvRQDxpQBdbQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165831342","content_text":"近日，市场传出消息，爱奇艺将进行史上最大规模裁员，本轮裁员罕见覆盖了爱奇艺所有部门，从影业、IP、游戏、电商部门，甚至到经纪公司，预计离职人数将超过2000人。按2020年爱奇艺财报上显示的7721名雇员数计算，本次裁员幅度超过了总员工人数的四分之一。\n或许这与爱奇艺惨淡的业绩表现不无关系。不久前公布的三季报显示，爱奇艺Q3总营收75.89亿元，环比下降0.3%，低于预期；毛利润5.61亿元，毛利率7.4%，同比下降4.1pct，环比下降2.3pct；归母净亏损17.3亿元，同比扩大47.3%。\n爱奇艺的收入构成主要分为付费会员收入、广告收入、版权分销收入和其他收入，其中，付费会员收入自2019年Q3起在总收入占比超过50%后，至今为止一直是爱奇艺营收中最重要的蛋糕。\n01 爱奇艺之困，困在内容成本高企\n付费会员业务与内容成本之间，有一道微妙关系，决定了爱奇艺的成败。我们详细分析：\n企业的亏损，通常和成本高企有很大关联。财报显示，爱奇艺的营业成本非常高，其Q3总营业成本70.28亿元，同比增长10%，其中内容成本53亿元，同比上升12.8%；内容成本占比同比上升4.4%，至69.8%。\n内容成本高，主要是因为爱奇艺在原创内容的投资加码。目前，爱奇艺已经搭建了超过70个原创内容工作室，专注多元化题材的内容布局。即便如此，但好的内容还是缺。这种缺表现在两个方面：\n一个是排片、审核等原因导致的内容供应不足。在爱奇艺Q3财报发布后的电话会议里，创始人兼CEO龚宇说得非常直白：“我们这个行业遇到的最大的问题在于内容供应出现严重短缺，原因是多方面的。第一个，疫情是最直接的原因，到现在为止，我们目前的电影上线量不如2019年同期的一半，而传统的电视剧比例更少，可能也就只有往年的三分之一左右，面对年轻人的新的网剧，因为审核的原因延迟上线。当然，这只是问题的一部分，内容的供给出现了比较大的问题，这是一个核心问题。”\n第二是“爆款”断货。今年爱奇艺独播的电视剧中，热度最高的都出现在上半年，分别是《赘婿》《爱上特种兵》和《小舍得》。今年下半年截至目前，爱奇艺上电视剧还没有出现“爆款”。此前爱奇艺的爆款剧，来自于下去年二季度推出的“迷雾剧场”，该栏目曾播出《隐秘的角落》《沉默的真相》等受到全网热议的剧集，其中《隐秘的角落》的播放量超过10亿，而通常爆款剧集的集均播放量约1亿左右。\n今年“迷雾剧场”共播出三部剧，《八角亭迷雾》《再见、那一天》和《致命愿望》，没有一个成为“爆款”。其中《八角亭迷雾》表现相对较好，但集均播放量仅不到4000万。更残忍的现实是，爱奇艺这类长视频网站投资一部电视剧的风险很高，如果反响不及预期，就相当于打水漂了。\n缺乏好的内容，用户付费意愿就不高。当内容供应无法满足人民群众日益增长的精神文化需要时，就会出现“内容成本高企与付费会员收入不对等”的情况，形成恶性循环。来看一组数据：\n2018年，爱奇艺的内容成本211亿元，会员收入106.23亿元；\n2019年，爱奇艺的内容成本222亿元，会员收入144.36亿元；\n2020年，爱奇艺的内容成本209亿元，会员收入164.91亿元……\n看到这组数据，解决问题的思路自然落在怎么在提高付费会员收入上，这也就不难理解爱奇艺此前的“蜜汁操作”——付费超前点播了。2019年，爱奇艺联合腾讯在热播剧《庆余年》中推出“超前点播”服务。开通超前点播的用户可以提前看6集，会员可以每集3元的价格购买该内容，即用户购买爱奇艺会员后，还需要再单独花钱购买剧集。\n通过超前点播尝到甜头的爱奇艺，将这一收费模式应用到了全平台。这在短时间内有效提升了爱奇艺的收入，但却遭到网友们尤其是会员们的“口诛笔伐”。\n今年10月，爱奇艺不得不宣布取消长达两年的“超前点播”，薅用户二次羊毛的“歪招”戛然而止。那如何正确破解会员收费的难题呢？\n02 解决爱奇艺之困，唯有聚焦内容质量\n要想保持付费会员的不断增长、会员付费有意愿， 必须不断投入内容成本，用高质量内容去留住用户。这点上，爱奇艺的对标典范——美国奈飞公司（Netflix）十分出色。\n奈飞盈利模式为付费会员的增长带动公司收入增长，收入增长为公司提供更多的资金购买电视剧和电影内容，同时也提供更多的客户数据和资金以拍摄内容优质的原创作品，进而吸引更多的付费会员，形成正向循环。上市至今，奈飞股价已提升465倍。\n也许有人会说，爱奇艺在自制剧、综艺、VR等领域都有很好的表现，对内容的重视有目共睹。但对比老大哥奈飞，还是差了一大截。\n提起奈飞，人们的印象往往是“奈飞出品，必属精品”。《纸牌屋》、《毒枭》、《鱿鱼游戏》……一系列世界级爆款剧，都来自于奈飞。\n2019 年，奈飞在北美地区平均付费用户6662 万人，订阅用户渗透率约20%；剔除试用用户，奈飞平台用户付费率接近100%（同年爱奇艺用户付费率仅为约22%）。2020年财报显示，其99%的营收来自会员付费服务。\n和奈飞的用户费用相比，无论从会员数量还是会员价格，爱奇艺都还有许多提升空间。2011 年奈飞首次涨价使得用户短期内流失80万，但收入大幅增长63%。\n参考奈飞历次提价后会员数量变动情况可以发现，如果能长期持续输出优质内容，提高用户的付费意愿，不仅订阅服务渗透率将得以提升，用户和会员忠诚度也会相对上涨。会员留存率及会员收入业务取得增长后，新增盈利将反哺于内容制作与IP 发掘中，进一步增加爆款产生的可能性，形成良性循环，最终形成“用户-营收-内容-用户”正向增长齿轮。\n因此，如果爱奇艺要从走出亏损泥沼，必须提升付费会员收入；而提升会员收入，唯一的底气就是有大量高品质内容。\n结尾\n在爱奇艺Q3财报发布后的电话会议上，龚宇表示：“目前爱奇艺的重点工作是减少亏损，控制成本，其实就是开源节流，把那些低效率的业务砍掉，把低效率的作品砍掉，找各种各样的货币化机会，增加收入。”如果裁员是为了把内部资源的重新高效分配，集中优势力量死磕内容质量，或许裁员对爱奇艺来说并非坏事。","news_type":1,"symbols_score_info":{"IQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863290413,"gmtCreate":1632393841932,"gmtModify":1632393841932,"author":{"id":"3547155938177908","authorId":"3547155938177908","name":"铁韭谨慎观望","avatar":"https://static.tigerbbs.com/d7b723ed7c352d5313b95a986c07e60b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547155938177908","authorIdStr":"3547155938177908"},"themes":[],"htmlText":"打水飘","listText":"打水飘","text":"打水飘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863290413","repostId":"2169664448","repostType":2,"isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885439686,"gmtCreate":1631808969445,"gmtModify":1631808969445,"author":{"id":"3547155938177908","authorId":"3547155938177908","name":"铁韭谨慎观望","avatar":"https://static.tigerbbs.com/d7b723ed7c352d5313b95a986c07e60b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547155938177908","authorIdStr":"3547155938177908"},"themes":[],"htmlText":"<a 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