反手一个做空
2021-02-18
$哔哩哔哩(BILI)$
b站,500亿美金的市值,2亿活跃用户,也就是说10年内要每个用户贡献250刀市值才合理,也就是1300元左右,目前看来有点困难。
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
雄哥价值投资
2021-02-18
雄哥价值投资
互联网企业按1的市销率估值吗? [思考]
雄哥价值投资
回复
blueAmder
:
10年呢,我哪知道能搞成啥样[冷漠]
blueAmder
回复
雄哥价值投资
:
布局哪个海外?是youtube不香了还是nico没人看了
雄哥价值投资
回复
反手一个做空
:
B站还在布局海外市场呢[冷漠]
反手一个做空
回复
雄哥价值投资
:
难道2亿就不能变一亿吗?10年后中国新增人口减少,中年人和大爷大妈又不会入场b站
雄哥价值投资
回复
反手一个做空
:
那前提是2亿活跃用户不再变化了,B站还在破圈呢,可能10年后活跃用户不止2亿了[贱笑]
全部9条回复
不赖啊
2021-02-20
不赖啊
就问你国内综合视频站还有哪个能打的,快手和抖音都只是短视频而已估值已经上天,B站有的内容他们没有,B站没有的B站也能继续做,论未来,还是B站笑到最后
大舅哥
2021-02-18
大舅哥
这段我在微博看过了
Chtholly
2021-02-18
Chtholly
真把所有用户当成精神股东了啊笑死
AllenFly
2021-02-18
AllenFly
[笑哭]你想笑死我
破蔚来没未来
2021-02-18
破蔚来没未来
广告啊
JaredKushner
:
b站营收是游戏,不是广告
查看全部16条评论
APP内打开
发表看法
16
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":384269467,"tweetId":"384269467","gmtCreate":1613656932459,"gmtModify":1613718858891,"author":{"id":3557498605923945,"idStr":"3557498605923945","authorId":3557498605923945,"authorIdStr":"3557498605923945","name":"反手一个做空","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>b站,500亿美金的市值,2亿活跃用户,也就是说10年内要每个用户贡献250刀市值才合理,也就是1300元左右,目前看来有点困难。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>b站,500亿美金的市值,2亿活跃用户,也就是说10年内要每个用户贡献250刀市值才合理,也就是1300元左右,目前看来有点困难。</p></body></html>","text":"$哔哩哔哩(BILI)$b站,500亿美金的市值,2亿活跃用户,也就是说10年内要每个用户贡献250刀市值才合理,也就是1300元左右,目前看来有点困难。","highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":16,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/384269467","repostId":0,"isVote":1,"tweetType":1,"viewCount":7693,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BILI"],"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":126,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3603225,"commentId":"3603225","gmtCreate":1613662989450,"gmtModify":1613662989450,"authorId":3569541409310914,"author":{"id":3569541409310914,"idStr":"3569541409310914","authorId":3569541409310914,"name":"雄哥价值投资","avatar":"https://static.tigerbbs.com/f666544850cba4a3add7587ad70e648d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"互联网企业按1的市销率估值吗? [思考]","text":"互联网企业按1的市销率估值吗? [思考]","html":"互联网企业按1的市销率估值吗? [思考]","likeSize":0,"commentSize":9,"subComments":[{"id":3608860,"commentId":"3608860","gmtCreate":1613723349783,"gmtModify":1613723349783,"authorId":3569541409310914,"author":{"id":3569541409310914,"idStr":"3569541409310914","authorId":3569541409310914,"name":"雄哥价值投资","avatar":"https://static.tigerbbs.com/f666544850cba4a3add7587ad70e648d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3574245066722679,"repliedAuthor":{"id":3574245066722679,"idStr":"3574245066722679","authorId":3574245066722679,"name":"blueAmder","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":3603225,"supIdStr":"3603225","prevId":3607740,"prevIdStr":"3607740","content":"10年呢,我哪知道能搞成啥样[冷漠]","text":"10年呢,我哪知道能搞成啥样[冷漠]","html":"10年呢,我哪知道能搞成啥样[冷漠]"},{"id":3607740,"commentId":"3607740","gmtCreate":1613712358250,"gmtModify":1613716656753,"authorId":3574245066722679,"author":{"id":3574245066722679,"idStr":"3574245066722679","authorId":3574245066722679,"name":"blueAmder","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3569541409310914,"repliedAuthor":{"id":3569541409310914,"idStr":"3569541409310914","authorId":3569541409310914,"name":"雄哥价值投资","avatar":"https://static.tigerbbs.com/f666544850cba4a3add7587ad70e648d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":3603225,"supIdStr":"3603225","prevId":3606635,"prevIdStr":"3606635","content":"布局哪个海外?是youtube不香了还是nico没人看了","text":"布局哪个海外?是youtube不香了还是nico没人看了","html":"布局哪个海外?是youtube不香了还是nico没人看了"},{"id":3606635,"commentId":"3606635","gmtCreate":1613701769868,"gmtModify":1613701769868,"authorId":3569541409310914,"author":{"id":3569541409310914,"idStr":"3569541409310914","authorId":3569541409310914,"name":"雄哥价值投资","avatar":"https://static.tigerbbs.com/f666544850cba4a3add7587ad70e648d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3557498605923945,"repliedAuthor":{"id":3557498605923945,"idStr":"3557498605923945","authorId":3557498605923945,"name":"反手一个做空","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":3603225,"supIdStr":"3603225","prevId":3606630,"prevIdStr":"3606630","content":"B站还在布局海外市场呢[冷漠]","text":"B站还在布局海外市场呢[冷漠]","html":"B站还在布局海外市场呢[冷漠]"},{"id":3606630,"commentId":"3606630","gmtCreate":1613701718847,"gmtModify":1613701718847,"authorId":3557498605923945,"author":{"id":3557498605923945,"idStr":"3557498605923945","authorId":3557498605923945,"name":"反手一个做空","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3569541409310914,"repliedAuthor":{"id":3569541409310914,"idStr":"3569541409310914","authorId":3569541409310914,"name":"雄哥价值投资","avatar":"https://static.tigerbbs.com/f666544850cba4a3add7587ad70e648d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":3603225,"supIdStr":"3603225","prevId":3606454,"prevIdStr":"3606454","content":"难道2亿就不能变一亿吗?10年后中国新增人口减少,中年人和大爷大妈又不会入场b站","text":"难道2亿就不能变一亿吗?10年后中国新增人口减少,中年人和大爷大妈又不会入场b站","html":"难道2亿就不能变一亿吗?10年后中国新增人口减少,中年人和大爷大妈又不会入场b站"},{"id":3606454,"commentId":"3606454","gmtCreate":1613700319678,"gmtModify":1613700319678,"authorId":3569541409310914,"author":{"id":3569541409310914,"idStr":"3569541409310914","authorId":3569541409310914,"name":"雄哥价值投资","avatar":"https://static.tigerbbs.com/f666544850cba4a3add7587ad70e648d","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3557498605923945,"repliedAuthor":{"id":3557498605923945,"idStr":"3557498605923945","authorId":3557498605923945,"name":"反手一个做空","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":3603225,"supIdStr":"3603225","prevId":3605514,"prevIdStr":"3605514","content":"那前提是2亿活跃用户不再变化了,B站还在破圈呢,可能10年后活跃用户不止2亿了[贱笑]","text":"那前提是2亿活跃用户不再变化了,B站还在破圈呢,可能10年后活跃用户不止2亿了[贱笑]","html":"那前提是2亿活跃用户不再变化了,B站还在破圈呢,可能10年后活跃用户不止2亿了[贱笑]"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3618324,"commentId":"3618324","gmtCreate":1613793234261,"gmtModify":1613793234261,"authorId":3568901430692623,"author":{"id":3568901430692623,"idStr":"3568901430692623","authorId":3568901430692623,"name":"不赖啊","avatar":"https://static.tigerbbs.com/c74f98c23b808020c8b9359999642357","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"就问你国内综合视频站还有哪个能打的,快手和抖音都只是短视频而已估值已经上天,B站有的内容他们没有,B站没有的B站也能继续做,论未来,还是B站笑到最后","text":"就问你国内综合视频站还有哪个能打的,快手和抖音都只是短视频而已估值已经上天,B站有的内容他们没有,B站没有的B站也能继续做,论未来,还是B站笑到最后","html":"就问你国内综合视频站还有哪个能打的,快手和抖音都只是短视频而已估值已经上天,B站有的内容他们没有,B站没有的B站也能继续做,论未来,还是B站笑到最后","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3602897,"commentId":"3602897","gmtCreate":1613661935889,"gmtModify":1613661935889,"authorId":3574236849825325,"author":{"id":3574236849825325,"idStr":"3574236849825325","authorId":3574236849825325,"name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>这段我在微博看过了</p>","text":"<p>这段我在微博看过了</p>","html":"<p>这段我在微博看过了</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3601873,"commentId":"3601873","gmtCreate":1613658288570,"gmtModify":1613658288570,"authorId":3524389193874931,"author":{"id":3524389193874931,"idStr":"3524389193874931","authorId":3524389193874931,"name":"Chtholly","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"真把所有用户当成精神股东了啊笑死","text":"真把所有用户当成精神股东了啊笑死","html":"真把所有用户当成精神股东了啊笑死","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3601853,"commentId":"3601853","gmtCreate":1613658186055,"gmtModify":1613658186055,"authorId":3572837171531171,"author":{"id":3572837171531171,"idStr":"3572837171531171","authorId":3572837171531171,"name":"AllenFly","avatar":"https://static.tigerbbs.com/5844c1814d0e74a367db7f735e9d4609","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[笑哭]你想笑死我","text":"[笑哭]你想笑死我","html":"[笑哭]你想笑死我","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3601811,"commentId":"3601811","gmtCreate":1613657970742,"gmtModify":1613657970742,"authorId":3564110161385806,"author":{"id":3564110161385806,"idStr":"3564110161385806","authorId":3564110161385806,"name":"破蔚来没未来","avatar":"https://static.tigerbbs.com/7ee5b157d4c505ac119dae72f12a2b05","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.07%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"广告啊","text":"广告啊","html":"广告啊","likeSize":0,"commentSize":1,"subComments":[{"id":3608323,"commentId":"3608323","gmtCreate":1613718858838,"gmtModify":1613718858838,"authorId":3485385117942228,"author":{"id":3485385117942228,"idStr":"3485385117942228","authorId":3485385117942228,"name":"JaredKushner","avatar":"https://static.tigerbbs.com/0d5309a73c87afdc7c94cd6d91b585a4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":384269467,"objectIdStr":"384269467","type":1,"supId":3601811,"supIdStr":"3601811","prevId":0,"prevIdStr":"0","content":"b站营收是游戏,不是广告","text":"b站营收是游戏,不是广告","html":"b站营收是游戏,不是广告"}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/384269467"}
精彩评论
这段我在微博看过了