niubikele的个人主页 - 老虎社区

niubikele

niubikele

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IP属地：辽宁

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74粉丝

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0勋章

07-09

肯定不行啊

06-28

抄吧，跌倒13就抄了

05-24

$小米集团-W(01810)$ 经营利润很低，销售成本增高，可能是开店花了很多钱，不知道车的销售成本组成是什么，财报没讲，如果是手机销售成本增加，那就害了，车的销售成本如果按照15%算，一年大概30多亿销售成本，平摊到每个季度应该是7~9亿，现在一下增加这么多，只能理解为开店了

05-24

经营性利润环比同步双降，一个苏7上市，要花几十亿嘛？盈利能力值得商榷，

2023-11-21

$小米集团-W(01810)$ 发财报就跌，老传统了

2023-11-20

$小米集团-W(01810)$ 财报必跌

2023-09-26

$小米集团-W(01810)$ 还得跌一轮啊

2023-09-25

$京东集团-SW(09618)$ 东哥加油啊

2023-09-07

$小米集团-W(01810)$ 真der

2023-08-30

$小米集团-W(01810)$ 按照小米惯例，今天要跌

2023-08-11

$小米集团-W(01810)$ 完了，周一又要跌了

2023-05-11

$京东(JD)$ 明天港股吃肉

2023-04-19

$小米集团-W(01810)$ 发布会必跌，延续了我米一贯的优良传统

2023-03-29

$小米集团-W(01810)$ 新品发布必跌定律

2023-01-08

她买个万象城会员，是不是就能无配货买爱马仕了吗？可笑。

看个电视剧总被反复付费，到底谁在收钱？

2022-12-30

$老虎证券(TIGR)$ 这软件是不是要完蛋了，股票咋整？

2022-09-27

$小米集团-W(01810)$发布会必跌

2022-09-19

$小米集团-W(01810)$10块保卫战啊

2022-08-31

$小米集团-W(01810)$哟，精彩了

2022-08-08

$小米集团-W(01810)$现在完全没人在乎你了[微笑] [微笑] [微笑]

去老虎APP查看更多动态

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发布会必跌，延续了我米一贯的优良传统","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651258623","isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659211611,"gmtCreate":1680075604434,"gmtModify":1680075605673,"author":{"id":"3492670886328492","authorId":"3492670886328492","name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>新品发布必跌定律","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>新品发布必跌定律","text":"$小米集团-W(01810)$ 新品发布必跌定律","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659211611","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628686176,"gmtCreate":1673176272396,"gmtModify":1673176274951,"author":{"id":"3492670886328492","authorId":"3492670886328492","name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"她买个万象城会员，是不是就能无配货买爱马仕了吗？可笑。","listText":"她买个万象城会员，是不是就能无配货买爱马仕了吗？可笑。","text":"她买个万象城会员，是不是就能无配货买爱马仕了吗？可笑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628686176","repostId":"2301220674","repostType":2,"repost":{"id":"2301220674","pubTimestamp":1673013600,"share":"https://www.laohu8.com/m/news/2301220674?lang=&edition=full","pubTime":"2023-01-06 22:00","market":"hk","language":"zh","title":"看个电视剧总被反复付费，到底谁在收钱？","url":"https://stock-news.laohu8.com/highlight/detail?id=2301220674","media":"虎嗅","summary":"智能电视“套娃式会员”体系，与互联网电视行业现行的管理制度相关","content":"<html><body><p><span label=\"备注\">本文来自微信公众号：</span><span label=\"备注\">财经十一人 （ID：caijingEleven）</span><span label=\"备注\">，作者：郑可书、柳书、刘以秦，编辑：刘以秦，头图来自：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></span></p><p>家住宁波的金女士有多喜欢电视剧，就有多讨厌<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电视的会员收费体系。</p><p>她用小米电视，花了一年200余元的价格，开通小米会员，得以点播观看部分影视剧；但要看其他剧，还需再买会员。她还发现，视频平台手机端的会员与电视端无法通用，手机端有了会员，要在电视上看，还得付钱。“太气人了，”她说。</p><p>事实上，小米提供的视频内容来自于<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>视频平台。因此，购买小米会员后，只能观看爱奇艺版权内容；要想看其他视频平台的内容，还需额外付费。</p><p>这一让金女士们不解的<strong>智能电视“套娃式会员”体系，与互联网电视行业现行的管理制度相关。</strong>在中国，互联网电视服务行业实行许可准入制度，拥有广电总局发放的“集成牌照”与“内容服务牌照”的机构，才能提供相关服务。</p><p>一位头部电视厂商人士告诉《财经十一人》，理解电视的方式与以前不同，电视不再只是家电产品，而应该被视为智能终端，和手机、平板一样可以下载不同的App，各家App自然有各自的会员系统。</p><p><strong>与其他智能终端不同的是，电视严格受牌照限制。</strong>此前广电总局曾颁发七张互联网电视集成播控牌照，包括CNTV、百视通、华数、<a href=\"https://laohu8.com/S/601900\">南方传媒</a>、湖南电视台、中国国际广播电台、中央人民广播电台，并表示未来将不再发放。</p><p>视频网站必须与这七家拥有牌照的企业合作，才能在电视端播出。</p><p>根据广电总局《关于加强以电视机为接收终端的互联网视听节目服务管理有关问题的通知》《持有互联网电视牌照机构运营管理要求》等相关文件，<strong>互联网电视行业共有三大主体：集成机构、内容机构，以及终端设备厂商。</strong></p><p label=\"大标题\">集成机构</p><p>需要拥有“集成牌照”，对所建集成平台独家拥有资产控制权和运营权、管理权；集成平台由节目集成和播出系统、EPG管理系统<span label=\"备注\">（Electronic Program Guide，电子节目菜单）</span>、客户端管理系统、计费系统等主要功能系统完整组成，只能连接广电总局批准的合法内容服务平台。</p><p>公开资料显示，拥有集成播控牌照的机构共7家，皆为国资背景，包括央视国际、中央人民广播电台、中国国际广播电台、百视通<span label=\"备注\">（由上海文广新闻传媒集团（SMG）等投资设立）</span>、<a href=\"https://laohu8.com/S/000156\">华数传媒</a><span label=\"备注\">（由杭州文广集团、浙江广电集团等投资设立）</span>、南方传媒<span label=\"备注\">（由广东省人民政府持股100%的广东省出版集团控股）</span>、湖南电视台。</p><p>2014年，时任广电总局网络视听节目管理司司长罗建辉在第三届中国互联网电视产业论坛上称，互联网电视集成播控牌照将不再发放。</p><p label=\"大标题\">内容机构</p><p>为集成平台提供内容，分为“内容服务机构”与“内容平台的合作方”两类。</p><p>内容服务机构，需要拥有“内容服务牌照”。据前瞻产业研究院整理，截至2020年12月初，拥有该牌照的机构共16家，同样均为国资背景。除上述7家拥有集成播控牌照的机构，还有电影卫星频道节目制作中心<span label=\"备注\">（CCTV6）</span>、城市联合电视台<span label=\"备注\">（CUTV，深圳广电集团牵头发起、全国城市电视台联合投资）</span>、北京广播电视台、云南广播电视台、山东电视台、湖北广播电视台、江苏电视台、重庆网络广播电视台、贵州广播电视台。2014年，罗建辉表示内容服务牌照允许省级广电机构正常申请。</p><p>内容平台的合作方，即拥有内容资源的无牌照平台，如爱奇艺、优酷、<a href=\"https://laohu8.com/S/00700\">腾讯</a>视频等视频网站。他们可与有牌照的机构合作，提供影视剧等版权内容，或图文<a href=\"https://laohu8.com/S/III\">信息服务</a>。</p><p label=\"大标题\">终端设备厂商</p><p>生产机顶盒等终端设备。相关设备需获广电总局批准、授权，一机一号，且只能连接互联网电视集成平台，不得有其它访问互联网的通道。2011年，广电总局发布《关于严禁通过互联网经机顶盒向电视机终端提供视听节目服务的通知》，禁止相关网站直接通过互联网，与终端厂商合作，提供互联网电视服务。</p><p>牌照不能租借，因此，爱奇艺、腾讯视频等视频网站若要提供互联网电视服务，需与拥有牌照的机构合作。常见的方式，是成立合资公司，推出TV版App，再上线至有牌照的集成平台。</p><p>比如，爱奇艺与中央人民广播电台合作，共同成立银河互联网电视有限公司，推出银河奇异果<span label=\"备注\">（爱奇艺持股10.125%）</span>；优酷与中国国际广播电台合作，推出酷喵；腾讯视频与南方新媒体合作，推出云视听<a href=\"https://laohu8.com/S/JG\">极光</a>。</p><p><strong>手机会员不覆盖电视，但部分电视会员可以覆盖手机。</strong>以小米为例，小米影视会员分为小米影视VIP和小米影视VIP<span label=\"备注\">（移动版）</span>，前者价格是348元/年，可以在小米手机、平板、电视上使用；后者价格是258元/年，可以在小米手机、平板上使用。</p><p><strong>在视频网站会员之外，电视系统也有会员。</strong>主流电视厂商除了提供硬件产品，还搭载了软件系统，如华为的鸿蒙系统、小米的MIUI、创维的酷开等。这些系统会自行推出会员服务，包括采购主流厂商的会员内容，或自行购买版权的内容。</p><p>消费者购买电视系统会员后，通常会获得多家视频平台的会员内容，相当于“打包”售卖，价格更低廉。前述电视厂商人士透露，打包采购的具体价格并不高，视频网站更希望以此获得会员数量的快速增长。他们曾以内部价购买一批用于用户抽奖的视频网站会员，发现与打包采购的价格相当。</p><p><strong>但麻烦的是，系统会员并不会囊括所有主流视频网站。</strong>小米相关人士告诉《财经十一人》，小米影视VIP的内容就主要包括爱奇艺的内容，以及小米购买版权的内容。</p><p>前述电视厂商人士表示，每家智能电视企业会有自己的信息源，视与平台合作关系而定，如电视硬件配置如何支持视频网站的超高清画面等，这些合作关系都会导致厂商在视频平台间的侧重略有不同。</p><p>“如果之前三家视频网站的推荐比例是3：3：3，在达成一定的合作后，可能会变成5：2：2。”他说。</p><p>这就导致，如果消费者需要观看的视频内容不在系统会员内，还需要另外开一个专门的App会员。对此，小米人士表示，在App内购买会员的费用，不会和小米分成。</p><p>2022年，长视频平台的业绩情况均不算太好。财报显示，2022年三季度，爱奇艺营收74.7亿元，同比下滑7.6%，日均付费用户1.01亿，同比下滑3.5%。腾讯视频付费会员总数为1.20亿，同比减少900万，环比减少200万。优酷所属的阿里财报显示，截至2022年9月30日止六个月，来自数字媒体及娱乐分部收入为156.23亿元，同比下滑3%。2022年前三个季度，<a href=\"https://laohu8.com/S/300413\">芒果超媒</a>营收102.39亿元，同比下降11.97%，净利润16.78亿元，同比下降15.24%。</p><p><strong>2022年，几乎所有的长视频平台都上涨了会员费，其中芒果TV连续涨了两次。</strong>不仅如此，2022年12月，优酷更新了会员登录规则，用户账号最多可同时登录3台设备，其中包含：手机端App1个、Pad端App1个、电视端3个、电脑客户端1个、网页端1个、车载端1个、其他端1个。优酷VIP用户同一时间可在两台设备观看，酷喵VIP用户同一时间可在3台设备观看。</p><p>前述爱奇艺人士表示，不光是优酷，爱奇艺也有类似的动作，后台能识别出用户是否分享账号，例如看过的电视剧在另一台设备上重新看，或是不同的设备同时在看不同的剧等，这些行为都会触发后台登出账号。他说，此举是为了减少共享账号、买卖账号的行为，提升会员购买量。</p><p>可以预见的是，<strong>未来视频平台的会员价格还会继续上涨，且由于电视端需要牌照，成本更高，费用也会更贵。</strong></p><p><span label=\"备注\">本文来自微信公众号：</span><span>财经十一人 （ID：caijingEleven）</span><span>，作者：郑可书、柳书、刘以秦，编辑：刘以秦</span></p></body></html>","source":"highlight_huxiu","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\" 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}\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看个电视剧总被反复付费，到底谁在收钱？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 22:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/763110.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号：财经十一人 （ID：caijingEleven），作者：郑可书、柳书、刘以秦，编辑：刘以秦，头图来自：视觉中国家住宁波的金女士有多喜欢电视剧，就有多讨厌智能电视的会员收费体系。她用小米电视，花了一年200余元的价格，开通小米会员，得以点播观看部分影视剧；但要看其他剧，还需再买会员。她还发现，视频平台手机端的会员与电视端无法通用，手机端有了会员，要在电视上看，还得付钱。“太气人了...</p>\n\n<a href=\"https://www.huxiu.com/article/763110.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202301/06/203236858343.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"BK4552":"Archegos爆仓风波概念","09888":"百度集团-SW","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1095":"互动媒体与服务","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","BK4093":"化肥与农用药剂","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","IQ":"爱奇艺","SMG":"Scotts Miracle-Gro Company","BK1502":"双十一","BK1575":"同股不同权","BK4531":"中概回港概念","BK1589":"北水核心资产","BK1607":"新IT概念","BK4108":"电影和娱乐","01810":"小米集团-W","BK1588":"回港中概股","BK4526":"热门中概股","BK1506":"5G概念","BK1523":"武汉本地概念股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1587":"次新股","BK1193":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.huxiu.com/article/763110.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301220674","content_text":"本文来自微信公众号：财经十一人 （ID：caijingEleven），作者：郑可书、柳书、刘以秦，编辑：刘以秦，头图来自：视觉中国家住宁波的金女士有多喜欢电视剧，就有多讨厌智能电视的会员收费体系。她用小米电视，花了一年200余元的价格，开通小米会员，得以点播观看部分影视剧；但要看其他剧，还需再买会员。她还发现，视频平台手机端的会员与电视端无法通用，手机端有了会员，要在电视上看，还得付钱。“太气人了，”她说。事实上，小米提供的视频内容来自于爱奇艺视频平台。因此，购买小米会员后，只能观看爱奇艺版权内容；要想看其他视频平台的内容，还需额外付费。这一让金女士们不解的智能电视“套娃式会员”体系，与互联网电视行业现行的管理制度相关。在中国，互联网电视服务行业实行许可准入制度，拥有广电总局发放的“集成牌照”与“内容服务牌照”的机构，才能提供相关服务。一位头部电视厂商人士告诉《财经十一人》，理解电视的方式与以前不同，电视不再只是家电产品，而应该被视为智能终端，和手机、平板一样可以下载不同的App，各家App自然有各自的会员系统。与其他智能终端不同的是，电视严格受牌照限制。此前广电总局曾颁发七张互联网电视集成播控牌照，包括CNTV、百视通、华数、南方传媒、湖南电视台、中国国际广播电台、中央人民广播电台，并表示未来将不再发放。视频网站必须与这七家拥有牌照的企业合作，才能在电视端播出。根据广电总局《关于加强以电视机为接收终端的互联网视听节目服务管理有关问题的通知》《持有互联网电视牌照机构运营管理要求》等相关文件，互联网电视行业共有三大主体：集成机构、内容机构，以及终端设备厂商。集成机构需要拥有“集成牌照”，对所建集成平台独家拥有资产控制权和运营权、管理权；集成平台由节目集成和播出系统、EPG管理系统（Electronic Program Guide，电子节目菜单）、客户端管理系统、计费系统等主要功能系统完整组成，只能连接广电总局批准的合法内容服务平台。公开资料显示，拥有集成播控牌照的机构共7家，皆为国资背景，包括央视国际、中央人民广播电台、中国国际广播电台、百视通（由上海文广新闻传媒集团（SMG）等投资设立）、华数传媒（由杭州文广集团、浙江广电集团等投资设立）、南方传媒（由广东省人民政府持股100%的广东省出版集团控股）、湖南电视台。2014年，时任广电总局网络视听节目管理司司长罗建辉在第三届中国互联网电视产业论坛上称，互联网电视集成播控牌照将不再发放。内容机构为集成平台提供内容，分为“内容服务机构”与“内容平台的合作方”两类。内容服务机构，需要拥有“内容服务牌照”。据前瞻产业研究院整理，截至2020年12月初，拥有该牌照的机构共16家，同样均为国资背景。除上述7家拥有集成播控牌照的机构，还有电影卫星频道节目制作中心（CCTV6）、城市联合电视台（CUTV，深圳广电集团牵头发起、全国城市电视台联合投资）、北京广播电视台、云南广播电视台、山东电视台、湖北广播电视台、江苏电视台、重庆网络广播电视台、贵州广播电视台。2014年，罗建辉表示内容服务牌照允许省级广电机构正常申请。内容平台的合作方，即拥有内容资源的无牌照平台，如爱奇艺、优酷、腾讯视频等视频网站。他们可与有牌照的机构合作，提供影视剧等版权内容，或图文信息服务。终端设备厂商生产机顶盒等终端设备。相关设备需获广电总局批准、授权，一机一号，且只能连接互联网电视集成平台，不得有其它访问互联网的通道。2011年，广电总局发布《关于严禁通过互联网经机顶盒向电视机终端提供视听节目服务的通知》，禁止相关网站直接通过互联网，与终端厂商合作，提供互联网电视服务。牌照不能租借，因此，爱奇艺、腾讯视频等视频网站若要提供互联网电视服务，需与拥有牌照的机构合作。常见的方式，是成立合资公司，推出TV版App，再上线至有牌照的集成平台。比如，爱奇艺与中央人民广播电台合作，共同成立银河互联网电视有限公司，推出银河奇异果（爱奇艺持股10.125%）；优酷与中国国际广播电台合作，推出酷喵；腾讯视频与南方新媒体合作，推出云视听极光。手机会员不覆盖电视，但部分电视会员可以覆盖手机。以小米为例，小米影视会员分为小米影视VIP和小米影视VIP（移动版），前者价格是348元/年，可以在小米手机、平板、电视上使用；后者价格是258元/年，可以在小米手机、平板上使用。在视频网站会员之外，电视系统也有会员。主流电视厂商除了提供硬件产品，还搭载了软件系统，如华为的鸿蒙系统、小米的MIUI、创维的酷开等。这些系统会自行推出会员服务，包括采购主流厂商的会员内容，或自行购买版权的内容。消费者购买电视系统会员后，通常会获得多家视频平台的会员内容，相当于“打包”售卖，价格更低廉。前述电视厂商人士透露，打包采购的具体价格并不高，视频网站更希望以此获得会员数量的快速增长。他们曾以内部价购买一批用于用户抽奖的视频网站会员，发现与打包采购的价格相当。但麻烦的是，系统会员并不会囊括所有主流视频网站。小米相关人士告诉《财经十一人》，小米影视VIP的内容就主要包括爱奇艺的内容，以及小米购买版权的内容。前述电视厂商人士表示，每家智能电视企业会有自己的信息源，视与平台合作关系而定，如电视硬件配置如何支持视频网站的超高清画面等，这些合作关系都会导致厂商在视频平台间的侧重略有不同。“如果之前三家视频网站的推荐比例是3：3：3，在达成一定的合作后，可能会变成5：2：2。”他说。这就导致，如果消费者需要观看的视频内容不在系统会员内，还需要另外开一个专门的App会员。对此，小米人士表示，在App内购买会员的费用，不会和小米分成。2022年，长视频平台的业绩情况均不算太好。财报显示，2022年三季度，爱奇艺营收74.7亿元，同比下滑7.6%，日均付费用户1.01亿，同比下滑3.5%。腾讯视频付费会员总数为1.20亿，同比减少900万，环比减少200万。优酷所属的阿里财报显示，截至2022年9月30日止六个月，来自数字媒体及娱乐分部收入为156.23亿元，同比下滑3%。2022年前三个季度，芒果超媒营收102.39亿元，同比下降11.97%，净利润16.78亿元，同比下降15.24%。2022年，几乎所有的长视频平台都上涨了会员费，其中芒果TV连续涨了两次。不仅如此，2022年12月，优酷更新了会员登录规则，用户账号最多可同时登录3台设备，其中包含：手机端App1个、Pad端App1个、电视端3个、电脑客户端1个、网页端1个、车载端1个、其他端1个。优酷VIP用户同一时间可在两台设备观看，酷喵VIP用户同一时间可在3台设备观看。前述爱奇艺人士表示，不光是优酷，爱奇艺也有类似的动作，后台能识别出用户是否分享账号，例如看过的电视剧在另一台设备上重新看，或是不同的设备同时在看不同的剧等，这些行为都会触发后台登出账号。他说，此举是为了减少共享账号、买卖账号的行为，提升会员购买量。可以预见的是，未来视频平台的会员价格还会继续上涨，且由于电视端需要牌照，成本更高，费用也会更贵。本文来自微信公众号：财经十一人 （ID：caijingEleven），作者：郑可书、柳书、刘以秦，编辑：刘以秦","news_type":1},"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621570253,"gmtCreate":1672406373872,"gmtModify":1672406376009,"author":{"id":"3492670886328492","authorId":"3492670886328492","name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a>这软件是不是要完蛋了，股票咋整？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a>这软件是不是要完蛋了，股票咋整？","text":"$老虎证券(TIGR)$ 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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/685477361","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530789679997539","authorId":"3530789679997539","name":"Jeff53503","avatar":"https://static.tigerbbs.com/05ef13749fe0ee40f33bd3be65c9ac75","crmLevel":1,"crmLevelSwitch":0},"content":"好像是，一点热度都没有，雷布斯消失了一样","text":"好像是，一点热度都没有，雷布斯消失了一样","html":"好像是，一点热度都没有，雷布斯消失了一样"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":332500624,"gmtCreate":1610423903668,"gmtModify":1703744201369,"author":{"id":"3492670886328492","authorId":"3492670886328492","name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a>说说我投资股票的心得，18年小米上市打新入坑，18，19年持续投入了大概年薪的1/4，20年又投入了一些去杠杆，期间经历了小米腰斩，亏了40%多的惨痛经历，如今在长期持有几个自己比较了解的企业股票，2年半以来整体收益超过200%，虽然中间有一些自己的沙波一操作错过了更好的可能性没有赚到钱，但是这个成绩我个人是非常满意的，感谢20年股市的大奇迹年，感谢自己对整个大消费，tmt行业的一些理解，感谢自己的坚持，也要感谢老虎提供了超级便宜的融资渠道。对于股票的投资，我个人感觉不能心急，所谓价值投资，不是1号买，31号收益25%就卖掉，如果1月1号买1块钱买，12月31号浮盈10%以上，我觉得我投资就算成功，当然有更高的成长性更好，毕竟比100万存银行年化4的理财产品好太多了。趋势是个好东西，投资股票其实就是投资趋势，对于趋势的判断主要是在于你认为这个行业或者这个企业他未来的终局是什么，在行业里选择那些最有可能成为大哥的企业，不管他现价多少，只要你认为3年后他的价值肯定比现在高，那就可以在自己资金合理分配的情况下傻买，无视短期的波动，这个短期可能是几个月，也可能是1，2年（具体可参照小米，这货确定性太高了，几乎无敌的存在，20年初上海工厂开始交付的特斯拉同理），如果作为一个投资者，只有少量资金要靠炒股吃饭，我没坐在你们的椅子上，我没法评价对错，但是就我个人情况来说，年化15%到20%都是非常棒的收益表现了，即便回撤超过30%以上，也不要恐慌，因为在你决定之前你已经做了大量的","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a 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