亏成狗的薛定谔
2019-01-18
$Netflix, Inc.(NFLX)$
只要用户数增长超预期，就是最大的利好。其他都是次要的。
世界辣么大，但是迪士尼和呼噜已经晚了。
这个市场最终是要赢者通吃的。
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
lebaron
2019-01-18
lebaron
意淫吧，从中国市场的经验看，Netflix这种模式，内容是最重要的。优酷之前怎么样？还不是被爱奇艺和腾讯干翻
亏成狗的薛定谔
回复
lebaron
:
我只是说我的观点。你做多赚了也好，做空赚了也罢，和我没有半毛钱关系。祝你投资顺利。
lebaron
回复
亏成狗的薛定谔
:
你只会意淫
亏成狗的薛定谔
:
要想内容好，就得大投入，吸引顶尖的制作团队。只有用户基数够大，才能分摊这种投入。进而形成良性循环。耐飞的内容投入有目共睹，成果也显而易见。把内容投入拉到极限，在用用户基数消化这种投入，这种模式注定只有一家能够胜出。耐飞已经跑完一半了，唯一有实力的对手--迪士尼，还躺在自己的IP上还没起跑呢。
xi10122
2019-01-18
xi10122
还有谷歌 亚马逊 大哥
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":382270,"tweetId":"382270","gmtCreate":1547793433224,"gmtModify":1704787221463,"author":{"id":3447054054340091,"authorId":3447054054340091,"authorIdStr":"3447054054340091","name":"亏成狗的薛定谔","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":34,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>$Netflix, Inc.(NFLX)$ </p> <p>只要用户数增长超预期，就是最大的利好。其他都是次要的。</p> <p>世界辣么大，但是迪士尼和呼噜已经晚了。</p> <p>这个市场最终是要赢者通吃的。</p></body></html>","htmlText":"<html><head></head><body><p>$Netflix, Inc.(NFLX)$ </p> <p>只要用户数增长超预期，就是最大的利好。其他都是次要的。</p> <p>世界辣么大，但是迪士尼和呼噜已经晚了。</p> <p>这个市场最终是要赢者通吃的。</p></body></html>","text":"$Netflix, Inc.(NFLX)$ 只要用户数增长超预期，就是最大的利好。其他都是次要的。 世界辣么大，但是迪士尼和呼噜已经晚了。 这个市场最终是要赢者通吃的。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/382270","repostId":0,"isVote":1,"tweetType":1,"viewCount":1360,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NFLX"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":134,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1283559,"gmtCreate":1547793580478,"gmtModify":1547793580478,"authorId":3503493416332673,"author":{"id":3503493416332673,"authorId":3503493416332673,"name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":382270,"type":1,"supId":0,"prevId":0,"content":"意淫吧，从中国市场的经验看，Netflix这种模式，内容是最重要的。优酷之前怎么样？还不是被爱奇艺和腾讯干翻","text":"意淫吧，从中国市场的经验看，Netflix这种模式，内容是最重要的。优酷之前怎么样？还不是被爱奇艺和腾讯干翻","html":"意淫吧，从中国市场的经验看，Netflix这种模式，内容是最重要的。优酷之前怎么样？还不是被爱奇艺和腾讯干翻","likeSize":0,"commentSize":3,"subComments":[{"id":1284058,"gmtCreate":1547808133181,"gmtModify":1547808133181,"authorId":3447054054340091,"author":{"id":3447054054340091,"authorId":3447054054340091,"name":"亏成狗的薛定谔","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3503493416332673,"repliedAuthor":{"id":3503493416332673,"authorId":3503493416332673,"name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":382270,"type":1,"supId":1283559,"prevId":1283737,"content":"我只是说我的观点。你做多赚了也好，做空赚了也罢，和我没有半毛钱关系。祝你投资顺利。","text":"我只是说我的观点。你做多赚了也好，做空赚了也罢，和我没有半毛钱关系。祝你投资顺利。","html":"我只是说我的观点。你做多赚了也好，做空赚了也罢，和我没有半毛钱关系。祝你投资顺利。"},{"id":1283737,"gmtCreate":1547802223816,"gmtModify":1547802223816,"authorId":3503493416332673,"author":{"id":3503493416332673,"authorId":3503493416332673,"name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3447054054340091,"repliedAuthor":{"id":3447054054340091,"authorId":3447054054340091,"name":"亏成狗的薛定谔","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":382270,"type":1,"supId":1283559,"prevId":1283586,"content":"你只会意淫","text":"你只会意淫","html":"你只会意淫"},{"id":1283586,"gmtCreate":1547795344102,"gmtModify":1547795344102,"authorId":3447054054340091,"author":{"id":3447054054340091,"authorId":3447054054340091,"name":"亏成狗的薛定谔","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":382270,"type":1,"supId":1283559,"prevId":0,"content":"要想内容好，就得大投入，吸引顶尖的制作团队。只有用户基数够大，才能分摊这种投入。进而形成良性循环。耐飞的内容投入有目共睹，成果也显而易见。把内容投入拉到极限，在用用户基数消化这种投入，这种模式注定只有一家能够胜出。耐飞已经跑完一半了，唯一有实力的对手--迪士尼，还躺在自己的IP上还没起跑呢。","text":"要想内容好，就得大投入，吸引顶尖的制作团队。只有用户基数够大，才能分摊这种投入。进而形成良性循环。耐飞的内容投入有目共睹，成果也显而易见。把内容投入拉到极限，在用用户基数消化这种投入，这种模式注定只有一家能够胜出。耐飞已经跑完一半了，唯一有实力的对手--迪士尼，还躺在自己的IP上还没起跑呢。","html":"要想内容好，就得大投入，吸引顶尖的制作团队。只有用户基数够大，才能分摊这种投入。进而形成良性循环。耐飞的内容投入有目共睹，成果也显而易见。把内容投入拉到极限，在用用户基数消化这种投入，这种模式注定只有一家能够胜出。耐飞已经跑完一半了，唯一有实力的对手--迪士尼，还躺在自己的IP上还没起跑呢。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1283636,"gmtCreate":1547797488943,"gmtModify":1547797563197,"authorId":3496154636734845,"author":{"id":3496154636734845,"authorId":3496154636734845,"name":"xi10122","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":382270,"type":1,"supId":0,"prevId":0,"content":"还有谷歌 亚马逊 大哥","text":"还有谷歌 亚马逊 大哥","html":"还有谷歌 亚马逊 大哥","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/382270"}
精彩评论