一只葱头
2018-12-20
$平安好医生(01833)$花旗银行给予平安好医生(01833)“买入”评级,并看高目标价至60港元/股,潜在升值空间高达80%。所以当前一定会度过难关
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。
分享至
微信
复制链接
精彩评论
燃烧我的卡路里
2018-12-27
燃烧我的卡路里
平安好医生虽然在利用低频方面获取了收入,但也面临潜在风险:
首先,用户本身如果发现这个服务不常用,极有可能会降低第二年的续费(这是针对2C用户,如果2B2C则不一定存在这个问题);
其次,活跃用户量的下降也会直接造成广告收入的损失,以及弱化了未来潜在变现能力;再次,活跃用户的下降还会严重影响到资本市场对于公司的估值,这才是最致命的
燃烧我的卡路里
2018-12-25
燃烧我的卡路里
事实上互联网医疗产品质量的差异化,往往不在普通互联网的UI(用户交互)、UE(用户体验)等方面,而是在于能否实现最终目的(这一点在“随便试试”与“真实场景”两种情况下会有截然不同的感受),而是否能达到目的(在线咨询清楚疾病或健康问题,是否能够约到想挂号的医生,是否能够便宜快捷买到想买的药),最终往往在于“医疗资源”的充沛程度以及产业链资源的整合能力,这些都不是互联网产品经理能够实现的。
天天小食堂
2018-12-21
天天小食堂
怕是没有退路了,死党挺你,好医生!
小老哥
2018-12-20
小老哥
等等看,说不定还能上来
小猪配Cai
2018-12-20
小猪配Cai
平安好医生的估值被低估了的
什么也没有了~
APP内打开
发表看法
5
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":360380,"tweetId":"360380","gmtCreate":1545311028589,"gmtModify":1704784529577,"author":{"id":3504407696384945,"authorId":3504407696384945,"authorIdStr":"3504407696384945","name":"一只葱头","avatar":"https://static.tigerbbs.com/5946ef723a0436de1fb17536f39fe1f5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>$平安好医生(01833)$花旗银行给予平安好医生(01833)“买入”评级,并看高目标价至60港元/股,潜在升值空间高达80%。所以当前一定会度过难关 </p></body></html>","htmlText":"<html><head></head><body><p>$平安好医生(01833)$花旗银行给予平安好医生(01833)“买入”评级,并看高目标价至60港元/股,潜在升值空间高达80%。所以当前一定会度过难关 </p></body></html>","text":"$平安好医生(01833)$花旗银行给予平安好医生(01833)“买入”评级,并看高目标价至60港元/股,潜在升值空间高达80%。所以当前一定会度过难关","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/360380","repostId":0,"isVote":1,"tweetType":1,"viewCount":227,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["01833"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":125,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1240472,"gmtCreate":1545903047942,"gmtModify":1545903047942,"authorId":3498304233223858,"author":{"id":3498304233223858,"authorId":3498304233223858,"name":"燃烧我的卡路里","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":360380,"type":1,"supId":0,"prevId":0,"content":"平安好医生虽然在利用低频方面获取了收入,但也面临潜在风险:\n<br>首先,用户本身如果发现这个服务不常用,极有可能会降低第二年的续费(这是针对2C用户,如果2B2C则不一定存在这个问题);\n<br>其次,活跃用户量的下降也会直接造成广告收入的损失,以及弱化了未来潜在变现能力;再次,活跃用户的下降还会严重影响到资本市场对于公司的估值,这才是最致命的","text":"平安好医生虽然在利用低频方面获取了收入,但也面临潜在风险:\n<br>首先,用户本身如果发现这个服务不常用,极有可能会降低第二年的续费(这是针对2C用户,如果2B2C则不一定存在这个问题);\n<br>其次,活跃用户量的下降也会直接造成广告收入的损失,以及弱化了未来潜在变现能力;再次,活跃用户的下降还会严重影响到资本市场对于公司的估值,这才是最致命的","html":"平安好医生虽然在利用低频方面获取了收入,但也面临潜在风险:\n<br>首先,用户本身如果发现这个服务不常用,极有可能会降低第二年的续费(这是针对2C用户,如果2B2C则不一定存在这个问题);\n<br>其次,活跃用户量的下降也会直接造成广告收入的损失,以及弱化了未来潜在变现能力;再次,活跃用户的下降还会严重影响到资本市场对于公司的估值,这才是最致命的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1236678,"gmtCreate":1545721859924,"gmtModify":1545721859924,"authorId":3498304233223858,"author":{"id":3498304233223858,"authorId":3498304233223858,"name":"燃烧我的卡路里","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":360380,"type":1,"supId":0,"prevId":0,"content":"事实上互联网医疗产品质量的差异化,往往不在普通互联网的UI(用户交互)、UE(用户体验)等方面,而是在于能否实现最终目的(这一点在“随便试试”与“真实场景”两种情况下会有截然不同的感受),而是否能达到目的(在线咨询清楚疾病或健康问题,是否能够约到想挂号的医生,是否能够便宜快捷买到想买的药),最终往往在于“医疗资源”的充沛程度以及产业链资源的整合能力,这些都不是互联网产品经理能够实现的。\n<br>","text":"事实上互联网医疗产品质量的差异化,往往不在普通互联网的UI(用户交互)、UE(用户体验)等方面,而是在于能否实现最终目的(这一点在“随便试试”与“真实场景”两种情况下会有截然不同的感受),而是否能达到目的(在线咨询清楚疾病或健康问题,是否能够约到想挂号的医生,是否能够便宜快捷买到想买的药),最终往往在于“医疗资源”的充沛程度以及产业链资源的整合能力,这些都不是互联网产品经理能够实现的。\n<br>","html":"事实上互联网医疗产品质量的差异化,往往不在普通互联网的UI(用户交互)、UE(用户体验)等方面,而是在于能否实现最终目的(这一点在“随便试试”与“真实场景”两种情况下会有截然不同的感受),而是否能达到目的(在线咨询清楚疾病或健康问题,是否能够约到想挂号的医生,是否能够便宜快捷买到想买的药),最终往往在于“医疗资源”的充沛程度以及产业链资源的整合能力,这些都不是互联网产品经理能够实现的。\n<br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1230556,"gmtCreate":1545405587580,"gmtModify":1545405587580,"authorId":3501124766791501,"author":{"id":3501124766791501,"authorId":3501124766791501,"name":"天天小食堂","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":360380,"type":1,"supId":0,"prevId":0,"content":"怕是没有退路了,死党挺你,好医生!","text":"怕是没有退路了,死党挺你,好医生!","html":"怕是没有退路了,死党挺你,好医生!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1227773,"gmtCreate":1545320029097,"gmtModify":1545320029097,"authorId":3501818673213137,"author":{"id":3501818673213137,"authorId":3501818673213137,"name":"小老哥","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":360380,"type":1,"supId":0,"prevId":0,"content":"等等看,说不定还能上来","text":"等等看,说不定还能上来","html":"等等看,说不定还能上来","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1227689,"gmtCreate":1545319034607,"gmtModify":1545319034607,"authorId":3498540108036369,"author":{"id":3498540108036369,"authorId":3498540108036369,"name":"小猪配Cai","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":360380,"type":1,"supId":0,"prevId":0,"content":"平安好医生的估值被低估了的","text":"平安好医生的估值被低估了的","html":"平安好医生的估值被低估了的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/360380"}
精彩评论
首先,用户本身如果发现这个服务不常用,极有可能会降低第二年的续费(这是针对2C用户,如果2B2C则不一定存在这个问题);
其次,活跃用户量的下降也会直接造成广告收入的损失,以及弱化了未来潜在变现能力;再次,活跃用户的下降还会严重影响到资本市场对于公司的估值,这才是最致命的