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怀教主
2022-12-28
$特斯拉(TSLA)$
特斯拉下方密集成交区还远得很,日线级别支撑在29左右,看看月线形态就知道,起码跌倒200ma支撑再说
怀教主
2022-09-02
他早就卖了
林俊杰“炒房”翻车,已浮亏86.5%,元宇宙房地产凉了吗?
怀教主
2021-07-12
$嘉楠科技(CAN)$
扛了四个月了,有更惨的么
怀教主
2021-06-28
这篇文章不错,转发给大家看
营收和亏损双增,B站盈利拐点何时出现?
怀教主
2021-06-05
$CAN 20210716 20.0 CALL(CAN)$
总算回来了
怀教主
2021-02-26
一跌这些妖魔鬼怪就来了
@marlbor_5822:关于比特币的稀缺性我在大概2008年知道比特币(当时汶川地震后有人捐出比特币,成了一个小新闻),然后花了大概3分钟了解了下其机制,总体来讲是一套精妙的算法。但我并不认为他是稀缺的,因为他是人为设计出来的,而不是自然形成的(上帝制造)。就象一个好游戏装备,他可能很值钱,厂商可能会控制发行总数,但好游戏有无数,好装备自然也是无限。比特币同样,哈希值前导为0的当作有效算量,只要愿意,也可改为前导为1,前导为2,当然也可以有更大算法的不同。总之,实际上数字货币的供应是无限的,而比特币能够成功,主要是由于共识,大家都认可他。关于比特币的共识比特币在问世的前几年一直都不温不火,直到勒索软件的出现。比特币的匿名特征,给了黑市交易带来了极大的方便。当中国等相当数量的国家禁止比特币交易的时候,美国的态度非常的反常。要知道,如果你去美国的银行存大额现金,大额的转账,是要经过反洗钱流程的,要能够说明钱的来源。而对于象比特币这种明显被用于犯罪、恐怖主义的途径。美国政府却不闻不问,最近耶伦也只是说比特币投机性强,投资者要避免。这方面,美国政府、媒体、精英人士保持了默契。关于未来如果美国再遭一次911,而且恐怖分子就是利用比特币进行资金资助,那美国政府会怎么做?禁止匿名交易?关闭交易所?我不是一个阴谋论者,但我认为比特币是一个被精心设计出来的游戏,一切尽在一些人的掌控之中。坦率地讲,对于过去没能抓住这个让人轻易财富自由的机会,我怀着深深地懊恼。但是如果把时间拨回到2008年,我想,我还是不会花钱去购买比特币,哪怕只是花上100块。
怀教主
2021-02-22
$中移 210330 57.50 CALL(CHT.HK)$
扭亏为盈。。。
怀教主
2021-02-05
$第九城市(NCTY)$
冲着当年代理过魔兽买个情怀。。。
怀教主
2021-01-28
$诺基亚(NOK)$
wsb真香
怀教主
2021-01-26
垃圾中国移动,果然是垃圾
怀教主
2021-01-25
$TDOC 20210205 280.0 CALL(TDOC)$
我**丝
怀教主
2021-01-23
拿到5股不错了。。。
怀教主
2021-01-21
$FSLY 20210205 100.0 CALL(FSLY)$
这么快就破100,期权还能涨多少呢
怀教主
2021-01-16
$ZM 20210212 410.0 CALL(ZM)$
果然可以
怀教主
2021-01-12
$X 20210716 30.0 CALL(X)$
x真的稳,今天的护盘股
去老虎APP查看更多动态
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}\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林俊杰“炒房”翻车,已浮亏86.5%,元宇宙房地产凉了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 10:38 北京时间 <a href=http://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0598788.shtml><strong>每日经济新闻 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>30年前,科幻作家史蒂文森在《雪崩》中第一次提出“元宇宙”的概念。小说创造出了一个平行于现实世界的网络世界,人们的地理位置彼此隔绝,却可以通过各自的“化身”进行交流娱乐。30年后,小说中的虚构似乎正在成为现实。人们不仅想要在“元宇宙”之中社交娱乐,还畅想着如何投资置业,购买虚拟地产。2021年,随着Facebook正式更名为Meta,“元宇宙”的概念风靡全球。微软、英伟达、腾讯、字节跳动等科技巨头...</p>\n\n<a href=\"http://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0598788.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/b5c89e5d65522fee0fd7196a92b7703b","relate_stocks":{"BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念"},"source_url":"http://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0598788.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264223010","content_text":"30年前,科幻作家史蒂文森在《雪崩》中第一次提出“元宇宙”的概念。小说创造出了一个平行于现实世界的网络世界,人们的地理位置彼此隔绝,却可以通过各自的“化身”进行交流娱乐。30年后,小说中的虚构似乎正在成为现实。人们不仅想要在“元宇宙”之中社交娱乐,还畅想着如何投资置业,购买虚拟地产。2021年,随着Facebook正式更名为Meta,“元宇宙”的概念风靡全球。微软、英伟达、腾讯、字节跳动等科技巨头纷纷进军。与此同时,一股“炒房”之风也开始在元宇宙世界兴起,就连大家熟知的歌手林俊杰、Snoop Dogg也纷纷入局元宇宙。昂贵的元宇宙房价有些甚至高于北京的一套别墅价格。近日,主流虚拟地产平台数据纷纷“跳水”,元宇宙房地产价格暴跌,令公众视线再一次聚焦在了元宇宙“炒房”这个新鲜而陌生的领域。短短一年间,元宇宙“炒房”究竟经历了怎样的演变?其暴跌背后,又折射出哪些底层逻辑?“炒房”去年下半年,元宇宙房地产玩家竞相入场,急速扩张。目前形成了以Decentraland、The Sandbox、Voxels、Somnium Space、NFT Worlds和SuperWorld为主的元宇宙虚拟地产平台。早在去年9月,著名说唱歌手Snoop Dogg就在Sandbox平台拥有了自己的虚拟地产。他声称将在那里举办私人虚拟音乐会、派对、艺术画廊展览等活动。甚至Snoop Dogg还在那里拥有一座自己的加州豪宅的数字复制品。图片来源:“沙盒游戏Sandbox中文窗口”微信公众号彼时,受名人效应影响,明星虚拟房产周边的地价也大幅度上涨,粉丝们争相购入。有人在Sandbox花费45万美元(折合人民币近300万元),只为了成为Snoop Dogg的“邻居”。但明星并不是第一批的“吃螃蟹者”。企业才是这批元宇宙“炒房”的主力军。去年11月,专门投资开发虚拟房地产及其他数字资产的公司——Republic Realm,以约430万美元的价格购入了Sandbox的一块地产,打破了当时的单笔交易记录。随后,地产大亨郑志刚又豪掷500万美元,拿下了Sandbox中最大的数字地块。在企业、明星不断进入元宇宙“拿地”的同时,越来越多的商业场景及品牌活动开始在元宇宙中衍生。耐克收购了虚拟时尚初创公司RTFKT,并与Roblox合作推出Nikeland虚拟体验;阿迪达斯则在Sandbox中购买了超过140块虚拟土地。图片来源:“沙盒游戏Sandbox中文窗口”微信公众号今年3月,Decentraland更是举办了元宇宙时装周,包括Tommy Hilfiger、Elie Saab等在内的多家时尚品牌在其中亮相。全球三大拍卖行之一的苏富比还曾在Decentraland推出线上虚拟画廊。事实上,就如“沙盒游戏Sandbox中文窗口”官微称:“The Sandbox既是虚拟房地产,也是游乐园,完全贯彻了元宇宙的理念,建立了一个持续的共享数字空间,在这里,世界和英雄们碰撞出神奇的火花。”“元宇宙中品牌和广告所聚集的地方就是高价值的地方。这也是很多品牌方和企业主的共识,他们也在购入虚拟房产,期望通过自身属性,来建造在宇宙世界的标示性地盘。”Decentraland元宇宙中较大的业主之一,加拿大上市公司Tokens.com的创始人兼CEO 安德鲁·基格尔(Andrew Kiguel)指出。“暴跌”然而“好景不长”。不到一年时间,元宇宙“炒房”热度直线下降,迅速进入“寒冬”。不久前,The Information的一篇分析文章指出,曾经火爆一时的元宇宙虚拟地产,现在却处在了崩溃的边缘。虽然去年10月底Facebook改名Meta后的一个月里,虚拟土地交易量猛涨,但很快市场就开始急剧降温。根据研究机构WeMeta最新报告,综合海外主流虚拟房产平台上的数据,虚拟房产平均价格从今年1月的约1.7万美元/每块,下降到8月的约2500美元/每块,跌幅超85%。同时,每周交易量从2021年11月峰值的10亿美元降至2022年8月的约1.57亿美元。从平均成交价格来看,NFT Worlds于今年2月21日达到最高点4.4万美元;Decentraland于去年11月29日达到最高点3.7万美元;The Sandbox于今年1月10日达到最高点3.5万美元。但是从5月左右起,几家的平均成交价格就开始大幅下降。今年除了7月18日,Decentraland平均交易价格超过1万美元外,其他主流平台平均交易价格均低于1万美元。Decentraland地图(蓝色标记为正在售卖)图片来源:Decentraland官网WeMeta平台的数据显示,去年11月,歌手林俊杰花12.3万美元在Decentraland购买的3块虚拟地产,目前价值约为1.6万美元,浮亏86.5%。除了价格暴跌外,林俊杰这三块地人气也是“门可罗雀”。根据平台提供的一周访问量显示,这三块地只有其中一块在8月9日迎来一名访客,当周的其余6天均无人问津。林俊杰购买土地的记录 图片来源:Decentraland官网事实上,除了虚拟土地价格大幅下降,过去一年来伴随虚拟房产的退潮,大量抱着投机心态的玩家也开始退出,各主流元宇宙平台数据全线下降。以平均同时在线用户数为例,今年5月前,Decentraland平均同时在线用户数都在1200以上;NFT Worlds平台该数据也高于1000人,但此后,该项数据大幅下降至不足三位数。从市值来看,NFT Worlds在3月21日达到高点,约4.3亿美元,但到了8月8日,其市值仅剩2千万美元,跌幅超过95%。“脱节”元宇宙“炒房”的热度犹如昙花一现,尤其是今年以来的暴跌让更多入局者退场、也让更多跟风者止步。谈及今年以来元宇宙虚拟地产的暴跌原因,有分析人士指出,“主要是全球加密资产的崩盘,而元宇宙的虚拟财产与加密市场紧密相连。”事实上,除了所谓加密资产的崩盘、热点转移、游资离场等主要因素,虚拟地产价格暴跌的背后折射出的是——当前元宇宙发展仍处于早期阶段,商业化落地、虚拟地产应用场景严重不足,基于虚拟地产开发的游戏体验不佳。元宇宙“炒房”的核心在于虚拟空间自身的价值而不是地块的价值,这是基于元宇宙产业化所带来全新商业模式的价值。还是要等待元宇宙技术发展到一定程度,实现产业化落地,才能使虚拟地产进入到更加良性的发展轨道。图片来源:“沙盒游戏Sandbox中文窗口”微信公众号在中泰资本董事王东伟看来,单纯从项目去看,虚拟土地意识太过超前,落地需要太长的周期。“一个时代的到来,都有一个共同性,就是会解决很多生活问题,或者说是需要提高生活效率或者工作效率。比如电话、电脑、手机、互联网、移动互联网、电商等,每个时代都有杰出的代表。元宇宙的确有很大的想象空间,但现在炒的基本都是伪概念。”更进一步,从底层逻辑来看,所谓的元宇宙平台上的虚拟房产,本质上是NFT。NFT是基于区块链技术发行的数字资产,由于其产权归属、交易流转都被记录并且不可以被篡改,因此每块地产都具有“独一性”。像是在Decentraland中,平台共设计了9万个地块,并且未来不会再新增,以此确保土地的“稀缺性”。但这种“独一性”与“稀缺性”,某种情况上是与现实的实体经济“脱节”的。质疑的声音也从未断绝:“现实世界中,房地产是有价值的,因为土地是一种稀缺资源。然而这种稀缺性并不一定适用于元宇宙。因为在这些虚拟世界中,你可以修建无限的房产。”在中国政法大学区块链金融法治研究中心主任胡继晔看来,元宇宙是对现实社会的模拟,它不能脱离现实而存在。“此前国外特别是韩国特别火的元宇宙虚拟地产炒作,现在价格暴跌了90%,重要原因之一就是虚拟地产炒作完全脱离实体经济,沦为概念和预期的炒作。所以,元宇宙的发展一定要有结合实体经济的应用场景。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148747294,"gmtCreate":1626032709718,"gmtModify":1626032709718,"author":{"id":"3557703183857587","authorId":"3557703183857587","name":"怀教主","avatar":"https://static.tigerbbs.com/b12537661a0b67ea6e50ff7d9923ab63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557703183857587","idStr":"3557703183857587"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>扛了四个月了,有更惨的么","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>扛了四个月了,有更惨的么","text":"$嘉楠科技(CAN)$扛了四个月了,有更惨的么","images":[{"img":"https://static.tigerbbs.com/d9fd41652162616aad822c4b5e5955f4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/148747294","isVote":1,"tweetType":1,"viewCount":3439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546260336640297","authorId":"3546260336640297","name":"大手捞","avatar":"https://static.tigerbbs.com/62a733b01bdb683f40ca9c5c161553d8","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3546260336640297","idStr":"3546260336640297"},"content":"哈哈…我都惨到不想晒图了-81%","text":"哈哈…我都惨到不想晒图了-81%","html":"哈哈…我都惨到不想晒图了-81%"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":127968378,"gmtCreate":1624818106494,"gmtModify":1624818106494,"author":{"id":"3557703183857587","authorId":"3557703183857587","name":"怀教主","avatar":"https://static.tigerbbs.com/b12537661a0b67ea6e50ff7d9923ab63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557703183857587","idStr":"3557703183857587"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127968378","repostId":"2137908349","repostType":2,"repost":{"id":"2137908349","pubTimestamp":1621581900,"share":"https://www.laohu8.com/m/news/2137908349?lang=&edition=full","pubTime":"2021-05-21 15:25","market":"us","language":"zh","title":"营收和亏损双增,B站盈利拐点何时出现?","url":"https://stock-news.laohu8.com/highlight/detail?id=2137908349","media":"创业邦","summary":"营收的高速增长,与B站用户规模的扩大不无关系。亏损仍在继续虽然一季度营收达到了39.0亿元,远远超过预期,但B站仍然处于亏损状态。而导致其亏损的主要原因是,B站持续破圈使得其新尝试的投入成本加大。据悉,到目前为止B站已经拥有了动画、番剧、国创、知识、生活和鬼畜等15个内容分区。据了解,2020年相关部门接到群众反映B站问题的线索逾五百条。按照转办线索,上海市相关部门对B站行政立案处罚6次,约谈10余次。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210521152547769v2350jim514olce\"/><p>编者按:本文系专栏作者投稿,作者蛇眼财经。</p><p>作为巨头必争之地,视频赛道历来备受瞩目。长视频赛道有<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、优酷和<a href=\"https://laohu8.com/S/00700\">腾讯</a>视频三足鼎立,短视频赛道作为近两年互联网的最大风口,更是引得众多互联网巨头纷纷入局。随着各个视频平台加码布局UGC视频模式,以UGC为主要内容的B站,除了要应对其老对手西瓜视频之外,还要迎战更多的新对手。</p><p>随着B站的成功破圈,越来越多的资本注意到了B站,其香港二次上市后发布的首份财报,更是引起了各方的关注。<strong>营收大增超预期</strong></p><p>近日,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>正式对外公布了截止2021年3月31日的第一季度未经审计的财务报告。据财报显示,哔哩哔哩一季度营收达39.0亿元人民币,同比增长68%,再度超出市场预期。</p><p><strong>营收的高速增长,与B站用户规模的扩大不无关系。</strong>财报显示,2021年一季度,B站月活用户达2.23亿,在去年高基数的基础上再次实现同比再增长30%;其中移动端月活用户突破两亿,同比增长33%,达2.09亿;同时,其日活跃用户破6000万,同比增长18%。</p><p>用户规模的扩大,直接带动了其付费用户数的增长。据财报数据显示,截止目前为止,B站的月均付费用户数已经达到了2050万人,较去年同期的1340万人,实现了同比53%的增长,较上一季度的1790万人,实现环比增长15%,其整体付费率更是创下了9.2%的历史新高。另外,毛利率也从去年的23%增长至24%,上升了一个百分点。</p><p><strong>同时,其多元化业务也逐渐取得成效,广告和增值服务业务表现尤其亮眼。</strong>数据显示,一季度B站的广告业务收入为7.1亿元,同比增长了234%;增值服务业务收入15亿元,同比增长了89%,两大业务均维持了高速增长的态势。<strong>亏损仍在继续</strong></p><p>虽然一季度营收达到了39.0亿元,远远超过预期,但B站仍然处于亏损状态。财报显示,一季度B站的净亏损为9.05亿元,去年同期为5.39亿元,经调整后的净亏损为6.67亿元,去年同期亏损额度为4.75亿元,亏损同比有所扩大。</p><p><strong>而导致其亏损的主要原因是,B站持续破圈使得其新尝试的投入成本加大。</strong>为了吸引除ACG爱好者之外的其他用户,B站积极布局其他领域不断延伸边界。比如,B站通过举办晚会,制作宣传片等一系列举措吸引新用户,并通过不断完善内容生态来留存新用户。</p><p>据悉,到目前为止B站已经拥有了动画、番剧、国创、知识、生活和鬼畜等15个内容分区。不过,由于购置内容力度的加大,导致其内容成本持续攀升,公司的营收无法弥补成本支出,进而导致其亏损不断扩大。</p><p><strong>另一方面,推广及营销费用的增加也导致了其亏损的产生。</strong>B站在其他领域的布局需要通过增加推广和营销费用来打响知名度,以获取更多的新用户。据财报显示,B站的销售及营销开支为10亿元人民币,同比增加65%,而这些开支也成功换来了活跃用户和付费用户的增长。</p><p>不过,随着其多元化业务的推进,B站找到了更多的变现途径,业务结构逐渐趋于合理。<strong>业务多元化取得成效</strong></p><p>长期以来,游戏业务一直是B站的主要营收来源,过半的营收占比一度让B站陷入了营收单一的质疑。为了打破这种质疑,B站不断向其他业务领域布局,其中电商和广告更是其重点布局方向。</p><p><strong>一方面,通过持续破圈B站逐渐拥有了庞大的MAU,这使得B站被越来越多的广告商家所认可。</strong>作为中国年轻世代高度聚集的文化社区和视频平台,B站的活跃用户大多是年轻人,而年轻人又具有较高的消费能力,这让其广告业务具有很大的想象空间。</p><p>在B站成立初期,曾对外承诺永远不加贴片广告,这一举措使其失去了作为视频平台最易实现的广告营收模式;但随着B站用户规模的扩大,各种各样其他形式的广告投放模式,逐渐帮助其实现了广告营收。</p><p>数据显示,截止一季度,B站已经实现了广告营收连续八季度同比高速增长,其前五大广告主行业,分别为游戏、数码3C、食品饮料、电商及美妆护肤。不难看出,目前的B站已经成为各行业广告主必投的广告阵地。</p><p><strong>另外,庞大的用户群体也使得B站的电商业务蓬勃发展。</strong>早在2017年,B站就上线了自己的电商平台“会员购”,以漫展演唱会票务、手办、模型、潮玩、周边的销售为主,不到两年的时间就已经占领了二次元票务领域最大的市场份额。</p><p>2018年底,B站与淘宝在内容电商领域达成合作,2019年B站更是再度加注电商业务,上线了电商小程序等功能。据财报显示,2021年一季度,B站电商及其他业务收入已经达到了5.2亿元,同比增长了230%。</p><p><strong>除此之外,随着大会员人数的增多,B站增值服务业务的表现也越来越好,其营收已经连续两个季度超过游戏业务带来的营收。</strong>B站的增值服务包含付费大会员、直播、BIlibili漫画及猫耳FM等部分,其中的直播业务主要依靠游戏相关的电竞类内容带动。</p><p>早年的B站有“游戏公司”的称号,其在2017年的收入结构中游戏业务就占了83.4%,直播业务占比7.1%,广告业务占比6.5%,其他占比3%。而如今B站的业务结构已经逐渐趋于均衡,B站也在逐渐摆脱“游戏公司”的绰号。</p><p>数据显示,2021年一季度B站游戏业务占比31%,增值服务业务占比38%,广告业务占比18%,电商及其他业务占比13%。从数据不难看出,其各业务之间的占比已经渐渐趋于均衡了。<strong>未来仍旧充满挑战</strong></p><p>经过十多年的发展,B站早已从单纯的二次元视频网站,发展为涵盖7000多个兴趣圈层的多元文化社区了。但伴随着B站布局领域的不断增加,其面临的挑战也越发严峻。</p><p><strong>首先,是它同其他平台的版权竞争。</strong>B站已经发展成以PUGC作为生产内容的综合性弹幕视频网站,其核心业务包括动漫、电影、纪录片等版权视频,而优秀的视频版权也面临着其他网站的竞争,这在无形中拉大了其版权购买的成本。</p><p><strong>其次,内容监管也是其面临的一大挑战。</strong>得益于B站PUGC模式的完善和创作激励项目的推出,吸引了大量创作者的入驻。据财报显示,B站月均活跃up主数量达220万,同比增长22%;月均视频投稿量达770万,同比增长57%,万粉以上的up主数量也同比增长了54%。</p><p>投稿量的增加加大了B站的监管难度,一旦审核疏忽就会导致制作差的低质量视频,被推送至用户面前造成不良的影响。据了解,2020年相关部门接到群众反映B站问题的线索逾五百条。按照转办线索,上海市相关部门对B站行政立案处罚6次,约谈10余次。</p><p><strong>最后,是破圈带来的原用户和新用户间的冲突问题。</strong>由于B站已经突破二次元圈层,其用户群体在逐渐扩大,但新用户的进入在一定程度上冲淡了B站原有的社区氛围,这使得新老用户之间产生了冲突。比如弹幕问题,B站是国内较早的弹幕网站,早期B站的弹幕较为和谐,用户可以利用弹幕系统进行友善的交流,而现如今的弹幕则充满了争吵和无意义的刷屏,这使得许多老用户选择关闭弹幕功能。</p><p>对目前的B站来说,多元化业务已经给其带来了改变,但到底哪个方向能够帮助B站确立新的变现途径,最终结束其亏损的局面,目前尚不明确。这也意味着在未来一个可见的时间段内,B站仍然需要做更多的探索。</p><p>本文为专栏作者授权创业邦发表,版权归原作者所有。文章系作者个人观点,不代表创业邦立场,转载请联系原作者。如有任何疑问,请联系editor@cyzone.cn。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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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营收和亏损双增,B站盈利拐点何时出现?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 15:25 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210521152549774fa372&s=b><strong>创业邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按:本文系专栏作者投稿,作者蛇眼财经。作为巨头必争之地,视频赛道历来备受瞩目。长视频赛道有爱奇艺、优酷和腾讯视频三足鼎立,短视频赛道作为近两年互联网的最大风口,更是引得众多互联网巨头纷纷入局。随着各个视频平台加码布局UGC视频模式,以UGC为主要内容的B站,除了要应对其老对手西瓜视频之外,还要迎战更多的新对手。随着B站的成功破圈,越来越多的资本注意到了B站,其香港二次上市后发布的首份财报,更是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210521152549774fa372&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210521152549774fa372&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2137908349","content_text":"编者按:本文系专栏作者投稿,作者蛇眼财经。作为巨头必争之地,视频赛道历来备受瞩目。长视频赛道有爱奇艺、优酷和腾讯视频三足鼎立,短视频赛道作为近两年互联网的最大风口,更是引得众多互联网巨头纷纷入局。随着各个视频平台加码布局UGC视频模式,以UGC为主要内容的B站,除了要应对其老对手西瓜视频之外,还要迎战更多的新对手。随着B站的成功破圈,越来越多的资本注意到了B站,其香港二次上市后发布的首份财报,更是引起了各方的关注。营收大增超预期近日,哔哩哔哩正式对外公布了截止2021年3月31日的第一季度未经审计的财务报告。据财报显示,哔哩哔哩一季度营收达39.0亿元人民币,同比增长68%,再度超出市场预期。营收的高速增长,与B站用户规模的扩大不无关系。财报显示,2021年一季度,B站月活用户达2.23亿,在去年高基数的基础上再次实现同比再增长30%;其中移动端月活用户突破两亿,同比增长33%,达2.09亿;同时,其日活跃用户破6000万,同比增长18%。用户规模的扩大,直接带动了其付费用户数的增长。据财报数据显示,截止目前为止,B站的月均付费用户数已经达到了2050万人,较去年同期的1340万人,实现了同比53%的增长,较上一季度的1790万人,实现环比增长15%,其整体付费率更是创下了9.2%的历史新高。另外,毛利率也从去年的23%增长至24%,上升了一个百分点。同时,其多元化业务也逐渐取得成效,广告和增值服务业务表现尤其亮眼。数据显示,一季度B站的广告业务收入为7.1亿元,同比增长了234%;增值服务业务收入15亿元,同比增长了89%,两大业务均维持了高速增长的态势。亏损仍在继续虽然一季度营收达到了39.0亿元,远远超过预期,但B站仍然处于亏损状态。财报显示,一季度B站的净亏损为9.05亿元,去年同期为5.39亿元,经调整后的净亏损为6.67亿元,去年同期亏损额度为4.75亿元,亏损同比有所扩大。而导致其亏损的主要原因是,B站持续破圈使得其新尝试的投入成本加大。为了吸引除ACG爱好者之外的其他用户,B站积极布局其他领域不断延伸边界。比如,B站通过举办晚会,制作宣传片等一系列举措吸引新用户,并通过不断完善内容生态来留存新用户。据悉,到目前为止B站已经拥有了动画、番剧、国创、知识、生活和鬼畜等15个内容分区。不过,由于购置内容力度的加大,导致其内容成本持续攀升,公司的营收无法弥补成本支出,进而导致其亏损不断扩大。另一方面,推广及营销费用的增加也导致了其亏损的产生。B站在其他领域的布局需要通过增加推广和营销费用来打响知名度,以获取更多的新用户。据财报显示,B站的销售及营销开支为10亿元人民币,同比增加65%,而这些开支也成功换来了活跃用户和付费用户的增长。不过,随着其多元化业务的推进,B站找到了更多的变现途径,业务结构逐渐趋于合理。业务多元化取得成效长期以来,游戏业务一直是B站的主要营收来源,过半的营收占比一度让B站陷入了营收单一的质疑。为了打破这种质疑,B站不断向其他业务领域布局,其中电商和广告更是其重点布局方向。一方面,通过持续破圈B站逐渐拥有了庞大的MAU,这使得B站被越来越多的广告商家所认可。作为中国年轻世代高度聚集的文化社区和视频平台,B站的活跃用户大多是年轻人,而年轻人又具有较高的消费能力,这让其广告业务具有很大的想象空间。在B站成立初期,曾对外承诺永远不加贴片广告,这一举措使其失去了作为视频平台最易实现的广告营收模式;但随着B站用户规模的扩大,各种各样其他形式的广告投放模式,逐渐帮助其实现了广告营收。数据显示,截止一季度,B站已经实现了广告营收连续八季度同比高速增长,其前五大广告主行业,分别为游戏、数码3C、食品饮料、电商及美妆护肤。不难看出,目前的B站已经成为各行业广告主必投的广告阵地。另外,庞大的用户群体也使得B站的电商业务蓬勃发展。早在2017年,B站就上线了自己的电商平台“会员购”,以漫展演唱会票务、手办、模型、潮玩、周边的销售为主,不到两年的时间就已经占领了二次元票务领域最大的市场份额。2018年底,B站与淘宝在内容电商领域达成合作,2019年B站更是再度加注电商业务,上线了电商小程序等功能。据财报显示,2021年一季度,B站电商及其他业务收入已经达到了5.2亿元,同比增长了230%。除此之外,随着大会员人数的增多,B站增值服务业务的表现也越来越好,其营收已经连续两个季度超过游戏业务带来的营收。B站的增值服务包含付费大会员、直播、BIlibili漫画及猫耳FM等部分,其中的直播业务主要依靠游戏相关的电竞类内容带动。早年的B站有“游戏公司”的称号,其在2017年的收入结构中游戏业务就占了83.4%,直播业务占比7.1%,广告业务占比6.5%,其他占比3%。而如今B站的业务结构已经逐渐趋于均衡,B站也在逐渐摆脱“游戏公司”的绰号。数据显示,2021年一季度B站游戏业务占比31%,增值服务业务占比38%,广告业务占比18%,电商及其他业务占比13%。从数据不难看出,其各业务之间的占比已经渐渐趋于均衡了。未来仍旧充满挑战经过十多年的发展,B站早已从单纯的二次元视频网站,发展为涵盖7000多个兴趣圈层的多元文化社区了。但伴随着B站布局领域的不断增加,其面临的挑战也越发严峻。首先,是它同其他平台的版权竞争。B站已经发展成以PUGC作为生产内容的综合性弹幕视频网站,其核心业务包括动漫、电影、纪录片等版权视频,而优秀的视频版权也面临着其他网站的竞争,这在无形中拉大了其版权购买的成本。其次,内容监管也是其面临的一大挑战。得益于B站PUGC模式的完善和创作激励项目的推出,吸引了大量创作者的入驻。据财报显示,B站月均活跃up主数量达220万,同比增长22%;月均视频投稿量达770万,同比增长57%,万粉以上的up主数量也同比增长了54%。投稿量的增加加大了B站的监管难度,一旦审核疏忽就会导致制作差的低质量视频,被推送至用户面前造成不良的影响。据了解,2020年相关部门接到群众反映B站问题的线索逾五百条。按照转办线索,上海市相关部门对B站行政立案处罚6次,约谈10余次。最后,是破圈带来的原用户和新用户间的冲突问题。由于B站已经突破二次元圈层,其用户群体在逐渐扩大,但新用户的进入在一定程度上冲淡了B站原有的社区氛围,这使得新老用户之间产生了冲突。比如弹幕问题,B站是国内较早的弹幕网站,早期B站的弹幕较为和谐,用户可以利用弹幕系统进行友善的交流,而现如今的弹幕则充满了争吵和无意义的刷屏,这使得许多老用户选择关闭弹幕功能。对目前的B站来说,多元化业务已经给其带来了改变,但到底哪个方向能够帮助B站确立新的变现途径,最终结束其亏损的局面,目前尚不明确。这也意味着在未来一个可见的时间段内,B站仍然需要做更多的探索。本文为专栏作者授权创业邦发表,版权归原作者所有。文章系作者个人观点,不代表创业邦立场,转载请联系原作者。如有任何疑问,请联系editor@cyzone.cn。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112999929,"gmtCreate":1622838868861,"gmtModify":1622838868861,"author":{"id":"3557703183857587","authorId":"3557703183857587","name":"怀教主","avatar":"https://static.tigerbbs.com/b12537661a0b67ea6e50ff7d9923ab63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557703183857587","idStr":"3557703183857587"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$CAN 20210716 20.0 CALL(CAN)$</a>总算回来了","listText":"<a href=\"https://laohu8.com/S/CAN\">$CAN 20210716 20.0 CALL(CAN)$</a>总算回来了","text":"$CAN 20210716 20.0 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