网易财报预测

苏州小韭菜

$网易(NTES)$网易游戏肯定没指望了，电商这块的考拉下滑，严选下滑。这么多促销促销短信的轰炸，但我真的快半年没有去严选上买东西了，当然其他电商去的也不多。不知道大家在严选上买东西的频率怎么样？欢迎参与讨论

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

Andy2015
2018-05-17
Andy2015
楼主厉害👍赌对了
- 苏州小韭菜:
  网易更严重的问题不是财报不好看，而是业务没有核心竞争力，今晚估计最高要跌超过10个点
Miller
2018-05-17
Miller
刚买了很多生活用品
- 苏州小韭菜回复Miller:
  优衣库本身都没什么竞争力了啊，优衣库的衣服又大品质又差，比严选还不行
- Miller回复苏州小韭菜:
  竞争力就是优衣库的本土化，我个人觉得网易电商板块的严选还处于探索期，离收割期还有些距离.
- 苏州小韭菜回复Miller:
  没有核心竞争力啊，sku也就那么几样，没什么新意
- Miller回复苏州小韭菜:
  蚕食优衣库和无印良品，还是有很多机会的，线下的店铺区域属性很强，所以多品牌各自为阵～
- 苏州小韭菜:
  我之前也经常买，但现在觉得它有点贵，还可以选择小米有品
结构设计师
2018-05-17
结构设计师
我也半年不去严选了，觉得性价比不如天猫，可选择的也太少。

发表看法

9

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":190895,"tweetId":"190895","gmtCreate":1526488988989,"gmtModify":1704893127214,"author":{"id":3487927648115670,"idStr":"3487927648115670","authorId":3487927648115670,"authorIdStr":"3487927648115670","name":"苏州小韭菜","avatar":"https://static.laohu8.com/68bb041fad9eefa5631117d5a44411b3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"网易财报预测","extraTitle":"","html":"<html><head></head><body><p>$网易(NTES)$网易游戏肯定没指望了，电商这块的考拉下滑，严选下滑。这么多促销促销短信的轰炸，但我真的快半年没有去严选上买东西了，当然其他电商去的也不多。不知道大家在严选上买东西的频率怎么样？欢迎参与讨论</p></body></html>","htmlText":"<html><head></head><body><p>$网易(NTES)$网易游戏肯定没指望了，电商这块的考拉下滑，严选下滑。这么多促销促销短信的轰炸，但我真的快半年没有去严选上买东西了，当然其他电商去的也不多。不知道大家在严选上买东西的频率怎么样？欢迎参与讨论</p></body></html>","text":"$网易(NTES)$网易游戏肯定没指望了，电商这块的考拉下滑，严选下滑。这么多促销促销短信的轰炸，但我真的快半年没有去严选上买东西了，当然其他电商去的也不多。不知道大家在严选上买东西的频率怎么样？欢迎参与讨论","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":9,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/190895","repostId":0,"isVote":1,"tweetType":1,"viewCount":3382,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NTES"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":193,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":757999,"commentId":"757999","gmtCreate":1526517921542,"gmtModify":1526517921542,"authorId":3483236531603328,"author":{"id":3483236531603328,"idStr":"3483236531603328","authorId":3483236531603328,"name":"Andy2015","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":190895,"objectIdStr":"190895","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"楼主厉害👍赌对了","text":"楼主厉害👍赌对了","html":"楼主厉害👍赌对了","likeSize":0,"commentSize":1,"subComments":[{"id":758009,"commentId":"758009","gmtCreate":1526518391588,"gmtModify":1526518391588,"authorId":3487927648115670,"author":{"id":3487927648115670,"idStr":"3487927648115670","authorId":3487927648115670,"name":"苏州小韭菜","avatar":"https://static.laohu8.com/68bb041fad9eefa5631117d5a44411b3","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":190895,"objectIdStr":"190895","type":1,"supId":757999,"supIdStr":"757999","prevId":0,"prevIdStr":"0","content":"网易更严重的问题不是财报不好看，而是业务没有核心竞争力，今晚估计最高要跌超过10个点","text":"网易更严重的问题不是财报不好看，而是业务没有核心竞争力，今晚估计最高要跌超过10个点","html":"网易更严重的问题不是财报不好看，而是业务没有核心竞争力，今晚估计最高要跌超过10个点"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":757719,"commentId":"757719","gmtCreate":1526489835006,"gmtModify":1526489835006,"authorId":11307867536043,"author":{"id":11307867536043,"idStr":"11307867536043","authorId":11307867536043,"name":"Miller","avatar":"https://static.laohu8.com/cee66e75fe7e4ea41b12cf6399c33dcf","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":190895,"objectIdStr":"190895","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"刚买了很多生活用品","text":"刚买了很多生活用品","html":"刚买了很多生活用品","likeSize":0,"commentSize":5,"subComments":[{"id":757779,"commentId":"757779","gmtCreate":1526493249829,"gmtModify":1526493249829,"authorId":3487927648115670,"author":{"id":3487927648115670,"idStr":"3487927648115670","authorId":3487927648115670,"name":"苏州小韭菜","avatar":"https://static.laohu8.com/68bb041fad9eefa5631117d5a44411b3","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":11307867536043,"repliedAuthor":{"id":11307867536043,"idStr":"11307867536043","authorId":11307867536043,"name":"Miller","avatar":"https://static.laohu8.com/cee66e75fe7e4ea41b12cf6399c33dcf","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":190895,"objectIdStr":"190895","type":1,"supId":757719,"supIdStr":"757719","prevId":757736,"prevIdStr":"757736","content":"优衣库本身都没什么竞争力了啊，优衣库的衣服又大品质又差，比严选还不行","text":"优衣库本身都没什么竞争力了啊，优衣库的衣服又大品质又差，比严选还不行","html":"优衣库本身都没什么竞争力了啊，优衣库的衣服又大品质又差，比严选还不行"},{"id":757736,"commentId":"757736","gmtCreate":1526490639664,"gmtModify":1526490639664,"authorId":11307867536043,"author":{"id":11307867536043,"idStr":"11307867536043","authorId":11307867536043,"name":"Miller","avatar":"https://static.laohu8.com/cee66e75fe7e4ea41b12cf6399c33dcf","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3487927648115670,"repliedAuthor":{"id":3487927648115670,"idStr":"3487927648115670","authorId":3487927648115670,"name":"苏州小韭菜","avatar":"https://static.laohu8.com/68bb041fad9eefa5631117d5a44411b3","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":190895,"objectIdStr":"190895","type":1,"supId":757719,"supIdStr":"757719","prevId":757732,"prevIdStr":"757732","content":"竞争力就是优衣库的本土化，我个人觉得网易电商板块的严选还处于探索期，离收割期还有些距离.","text":"竞争力就是优衣库的本土化，我个人觉得网易电商板块的严选还处于探索期，离收割期还有些距离.","html":"竞争力就是优衣库的本土化，我个人觉得网易电商板块的严选还处于探索期，离收割期还有些距离."},{"id":757732,"commentId":"757732","gmtCreate":1526490433738,"gmtModify":1526490433738,"authorId":3487927648115670,"author":{"id":3487927648115670,"idStr":"3487927648115670","authorId":3487927648115670,"name":"苏州小韭菜","avatar":"https://static.laohu8.com/68bb041fad9eefa5631117d5a44411b3","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":11307867536043,"repliedAuthor":{"id":11307867536043,"idStr":"11307867536043","authorId":11307867536043,"name":"Miller","avatar":"https://static.laohu8.com/cee66e75fe7e4ea41b12cf6399c33dcf","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":190895,"objectIdStr":"190895","type":1,"supId":757719,"supIdStr":"757719","prevId":757728,"prevIdStr":"757728","content":"没有核心竞争力啊，sku也就那么几样，没什么新意","text":"没有核心竞争力啊，sku也就那么几样，没什么新意","html":"没有核心竞争力啊，sku也就那么几样，没什么新意"},{"id":757728,"commentId":"757728","gmtCreate":1526490286676,"gmtModify":1526490286676,"authorId":11307867536043,"author":{"id":11307867536043,"idStr":"11307867536043","authorId":11307867536043,"name":"Miller","avatar":"https://static.laohu8.com/cee66e75fe7e4ea41b12cf6399c33dcf","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3487927648115670,"repliedAuthor":{"id":3487927648115670,"idStr":"3487927648115670","authorId":3487927648115670,"name":"苏州小韭菜","avatar":"https://static.laohu8.com/68bb041fad9eefa5631117d5a44411b3","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":190895,"objectIdStr":"190895","type":1,"supId":757719,"supIdStr":"757719","prevId":757727,"prevIdStr":"757727","content":"蚕食优衣库和无印良品，还是有很多机会的，线下的店铺区域属性很强，所以多品牌各自为阵～","text":"蚕食优衣库和无印良品，还是有很多机会的，线下的店铺区域属性很强，所以多品牌各自为阵～","html":"蚕食优衣库和无印良品，还是有很多机会的，线下的店铺区域属性很强，所以多品牌各自为阵～"},{"id":757727,"commentId":"757727","gmtCreate":1526490134032,"gmtModify":1526490134032,"authorId":3487927648115670,"author":{"id":3487927648115670,"idStr":"3487927648115670","authorId":3487927648115670,"name":"苏州小韭菜","avatar":"https://static.laohu8.com/68bb041fad9eefa5631117d5a44411b3","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":190895,"objectIdStr":"190895","type":1,"supId":757719,"supIdStr":"757719","prevId":0,"prevIdStr":"0","content":"我之前也经常买，但现在觉得它有点贵，还可以选择小米有品","text":"我之前也经常买，但现在觉得它有点贵，还可以选择小米有品","html":"我之前也经常买，但现在觉得它有点贵，还可以选择小米有品"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":757716,"commentId":"757716","gmtCreate":1526489434286,"gmtModify":1526489434286,"authorId":282809077140800,"author":{"id":282809077140800,"idStr":"282809077140800","authorId":282809077140800,"name":"结构设计师","avatar":"https://static.tigerbbs.com/94b02d5e5935252d12f366644211fad4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":190895,"objectIdStr":"190895","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我也半年不去严选了，觉得性价比不如天猫，可选择的也太少。","text":"我也半年不去严选了，觉得性价比不如天猫，可选择的也太少。","html":"我也半年不去严选了，觉得性价比不如天猫，可选择的也太少。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/190895"}