网易财报很有趣
Ligerkin
2018-02-08
$网易(NTES)$ 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
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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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