Lex
2018-08-31
据说现在还并不是游戏行业的至暗时刻
未经证实。
$网易(NTES)$ $Tencent(00700)$
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Lex
2018-08-31
Lex
如果传闻属实，就需要好好思考一下当下政府的治理思路了。最近一系列涉税法规操作对影视，创投，游戏行业进行了精准打击，那么这些行业是否有共同点？政府这样做的目的是什么？是否有其他类似行业也面临同样的风险？
player
:
一句话，gong党家里没钱了，也不敢印钞票了，于是要向老百姓收钱维持财政，仅此而已。和哪个产业有没有油水没多大关系。
Lex
回复
David戴维
:
或许“有油水”的地方正是关键所在。以上几个行业恰好都是头部公司回报率大幅高于社会平均水平的行业。
David戴维
回复
Tony特别帅
:
正解！所有有油水的地方都跑不了🤓
Tony特别帅
:
不是。。感觉所有行业都在加税，比较明显的有社保，试探群众反应的单身税，昨天金融圈传的基金35%补缴税等等
占卜者
2018-09-02
占卜者
如果游戏版号停止发放，那我们岂不是可以这样理解，现在的龙头游戏会一直保持龙头（因为没有新的游戏加入运营）。
占卜者
回复
Lex
:
那看来我理解的没错，这届政府之下真的是“国泰民安”啊。整合资源之下，中小企业都死的七七八八，实体企业融资渠道受限，这盆水已经撒到各个行业了。
Lex
:
本来是这样没错的。龙头如腾讯网易，一是资金更充裕，二是游戏产品更丰富，比起靠一两款游戏维生的中小公司来说，过冬时有更大的生存优势。更何况有关部门近期表态有绿色通道之类的临时举措可以等同版号，更是中小企难以企及的。
即使版号重开发放，由于游戏总量控制的新政，行业内马太效应会愈发明显，基本上可以说是利好头部公司的。
zip
2018-09-02
zip
可能是恶意做空者的消息，1、新的税种开征需要人大审议表决，未看到有相关报道。2、游戏和烟草业不同，烟草是采取国家专营制度，不允许投放媒体广告情况下，每年产值超过1.5万亿，对比游戏业只有2000亿，且游戏产品一旦没有广告则是必死。 3、游戏上市企业多半亏损，再征专项税等于刨根。
zip
2018-09-01
zip
已经把奶牛逼成耕牛了，还要宰了来吃不成？
妈妈咪呀
2018-08-31
妈妈咪呀
电商法也来了，网店微商也交税
深南大道等着你
2018-08-31
深南大道等着你
上周五做空的腾讯，还没平仓。看来得拿好了
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3、游戏上市企业多半亏损，再征专项税等于刨根。","text":"可能是恶意做空者的消息，1、新的税种开征需要人大审议表决，未看到有相关报道。2、游戏和烟草业不同，烟草是采取国家专营制度，不允许投放媒体广告情况下，每年产值超过1.5万亿，对比游戏业只有2000亿，且游戏产品一旦没有广告则是必死。 3、游戏上市企业多半亏损，再征专项税等于刨根。","html":"可能是恶意做空者的消息，1、新的税种开征需要人大审议表决，未看到有相关报道。2、游戏和烟草业不同，烟草是采取国家专营制度，不允许投放媒体广告情况下，每年产值超过1.5万亿，对比游戏业只有2000亿，且游戏产品一旦没有广告则是必死。 3、游戏上市企业多半亏损，再征专项税等于刨根。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":975963,"gmtCreate":1535751565955,"gmtModify":1535751565955,"authorId":3481347226038235,"author":{"id":3481347226038235,"authorId":3481347226038235,"name":"zip","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":256084,"type":1,"supId":0,"prevId":0,"content":"已经把奶牛逼成耕牛了，还要宰了来吃不成？","text":"已经把奶牛逼成耕牛了，还要宰了来吃不成？","html":"已经把奶牛逼成耕牛了，还要宰了来吃不成？","likeSize":4,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":975406,"gmtCreate":1535727336925,"gmtModify":1535727336925,"authorId":72346543026930,"author":{"id":72346543026930,"authorId":72346543026930,"name":"妈妈咪呀","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":256084,"type":1,"supId":0,"prevId":0,"content":"电商法也来了，网店微商也交税","text":"电商法也来了，网店微商也交税","html":"电商法也来了，网店微商也交税","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":974830,"gmtCreate":1535720270782,"gmtModify":1535720270782,"authorId":107827112778300,"author":{"id":107827112778300,"authorId":107827112778300,"name":"深南大道等着你","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":256084,"type":1,"supId":0,"prevId":0,"content":"上周五做空的腾讯，还没平仓。看来得拿好了","text":"上周五做空的腾讯，还没平仓。看来得拿好了","html":"上周五做空的腾讯，还没平仓。看来得拿好了","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/256084"}
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