网易赢在了预期管理

开到荼蘼Zzz

$网易(NTES)$
只看游戏运营数据肯定是被吊打的，然鹅，预期控制的很好，这不超预期了么 #做多网易吗#

今天什么值得买？晒晒你的交易计划！

今天你有什么交易计划？什么标的值得关注？在本主题下发帖，分享你的想法吧！

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

Wlager
2017-05-11
Wlager
游戏营收涨了78%啊，可要知道网易游戏的盘子已经很大了，这个增速真没什么好说的
- 腼腆:
  又不是苹果，每季度差距明显
- 腼腆:
  游戏为主，春节影响不大
- Wlager回复腼腆:
  当然是同比了，国内因为春节因素一季度的预期一般都是不如上一年四季度的，这很正常
- 腼腆:
  78是同比去年一季度
- 开到荼蘼Zzz:
  运营数据是指日活越活时长…………
平行的世界
2017-05-11
平行的世界
同比增长主要是阴阳师贡献的，环比增速可能放缓了，不太看好，也许我错了
- 开到荼蘼Zzz:
  你说的没错，去年阴阳师没有launch
论坛打假
2017-05-11
论坛打假
错了，盘子越大，增速应该越慢，因为更难开拓市场了，所以网易的这增速不错的
- 开到荼蘼Zzz:
  你这话果然说全啊，游戏对游戏，腾讯盘子也大。但是网易正在试图跳出只看游戏的这个故事…
我爱罗
2017-05-11
我爱罗
兄弟，哪里看运营数据
- 开到荼蘼Zzz:
  如果看不到，可以去草根调查

发表看法

12

4

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