网易财报很有趣

$网易(NTES)$ 一个做游戏的公司，增长最大的却是电商

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Terry221
2018-02-08
Terry221
真的不知道为什么把网易定做一个做游戏的公司，阿里已不是电商，腾讯也不是社交，都在探索新路子，现在电商的市场可以做到这样的增长，知道有多困难么？
- 赏金建立者回复Ligerkin:
  有道理
- 爱叮当的哆啦A梦:
  腾讯网易利润主要都是来自游戏啊。。。多元化没问题，就怕和聚美优品一样多元恶化。。。
- Ligerkin:
  阿里的电商的业务有多大，腾讯的社交多么强悍，谁都撼动不了，自然有能力去做其他业务，而网易游戏业务能够强大到不被撼动而去做其他业务吗，不是业务多就牛逼，是要精
TreeNewBee_
2018-02-08
TreeNewBee_
肯定的发展新业务啊，寻找增长点，腾讯游戏那么牛逼肯定有很大的冲击
- TreeNewBee_回复Ligerkin:
  网易的电商与那两个的用户群体其实是有点差别的，真的是在消费升级这块切入的非常准，所以还没有与那两个正面刚
- Ligerkin:
  新的增长点前面还有更大的两座山
淡定哥哥
2018-02-08
淡定哥哥
盘前还挺坚强，没有大跌
- Ligerkin:
  跌是肯定的，一是财报，二是腾讯吃鸡游戏内测
涯月阁
2018-02-08
涯月阁
如果是参考唯品会，vips体量为网易电商的五到六倍，网易电商版版块给50亿美金估值都已经估在天空，透支一两年预期了。这两年还是基本可以忽略。
- Tigerinmotio:
  唯品会估值收缩是因为增长放缓很多。
  网易现在完全按照pe给估值电商拉低利润水平所以市场给网易的估值是把电商当负资产算的
RiverOaksVC
2018-02-09
RiverOaksVC
电商烧钱也得去做，游戏应该继续增加投入，盈利主要还是靠游戏。
kusora
2018-02-08
kusora
考拉卖假货被曝光了

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