$迅雷(XNET)$_老虎社区_美港股上老虎 - 老虎社区

$迅雷(XNET)$

营收最大增幅来自卖机器，但这是一锤子买卖，如果机器无法在未来持续为迅雷带来营收就没有意义。如果玩客云是为CDN布局使用那用户的机器使用率就很重要，前期是以链克为噱头吸引客户买机器整天挂着，但现在链克贬值严重，再不出使用场景进行落地，还有多少人会挂？没人挂了，这机器还有意义？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

封天大将
2018-03-16
封天大将
1.最大营收是云服务，不是卖机器，这都看不懂，，，，还发文.... 2.机器实际意义大于链克，云存储相关需求，你不需要，其他很多白领需要。 3.傻逼官方天天装死，
- NeiloooJ:
  机器实际意义大于链克，云存储相关需要在哪呢？现在不只有个远程下载？还得自己搭个硬盘上去？现在挂着的有几个是为了离线下载？不都是炒币贪图链克落地一夜上天的？说话讨论就事论事，别动不动讽刺这那
- 5ef72deb:
  这个硬件是计算在云服务里的，主要营收确实是靠卖玩客云设备，一台大概有200多元的利润！按财报来推算，大概有45-50万台左右……
- 空空得只隼:
  卖机器的收入，计入云服务里面。第四季度营收大增，刚好是机器大卖的时候，所以可以推测卖机器的收入起到关键作用。
- 斑驳光影:
  迅雷有什么云服务？
Jacyluck
2018-03-16
Jacyluck
在经济换挡期，上杠杆，还是去杠杆，这是个问题
fz
2018-03-16
fz
下一个财布相信会是射完的jb一个样
Yaomao
2018-03-16
Yaomao
嗯
keke006
2018-03-16
keke006
嗯

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9

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