美图要完，明天跌10个点算赢

2019-03-20

$美图公司(01357)$

硬件剥离、游戏合作、寺库合作等都早已知道了

新的利空因素是

核心业务，互联网业务收入增速大降，18比17增长26%，而17比16增长了180%多
在美图秀秀app月活18年微增的前提下，这显示美图的变现能力提升有限
这应该是美图在广告之外开辟游戏合作的原因

公司的app矩阵，整体月活大跌
具体数我就不列了
非常难看
这再次提醒大家，美图真的是过气几年了

关于未来
吴欣鸿说要押注短视频
兄弟们
腾讯微视都干不过抖音
一个过气的小盘股美图肯定是不能赢的。
我想说，连分一杯羹做垂直领域都很难！

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。

精彩评论

Clumsypig
2019-03-21
Clumsypig
你的反指很精准
- 剑桥奶茶大战明州强东回复幸運A:
  我怎么会知道啊，要知道我就买了
- 幸運A回复剑桥奶茶大战明州强东:
  我還在3.55進了。兄台，你覺得美圖短期內還會上到4塊嗎？
- 剑桥奶茶大战明州强东:
  现在来看，我还是对的。美图这业务基本面撑不住4块
万物皆空
2019-03-21
万物皆空
兄弟为啥在哪里都能看到你呢
- 万物皆空回复剑桥奶茶大战明州强东:
  哈哈，我们关注很多相似的
- 剑桥奶茶大战明州强东:
  关注的股票多[龇牙]
剑桥奶茶大战明州强东
2019-03-21
剑桥奶茶大战明州强东
打脸了[微笑]不过不合逻辑啊。美图唯一的好消息就是明显抛出来安慰投资者的，美图秀秀2月月活新高。但这可抵不过那么多负面，用户数还是微增，而且还要花钱去打一场必败的短视频战争。
剑桥奶茶大战明州强东
2019-03-21
剑桥奶茶大战明州强东
不过它开盘跌了8个点，这算我对了一小部分吧
跷二郎腿的女汉纸
2019-03-21
跷二郎腿的女汉纸
你看看今天这走势怎么跌十个点
跷二郎腿的女汉纸
2019-03-21
跷二郎腿的女汉纸
短期看涨，长期看空

发表看法

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