$哔哩哔哩(BILI_老虎社区_美港股上老虎

2021-08-30

$哔哩哔哩(BILI)$呵呵，“未成年人在游戏消费里占比很低，所以政策不痛不痒”。关键是成年人就是未成年人长起来的。从小不让小孩玩，等他们长大再沉迷游戏的比例一定会大幅缩减。所以现在开始后面每一年，成年玩家一定会每年下减，游戏行业的缩水才敢刚开始，绝对不利于腾讯，B站，网易等希望靠游戏作为主要收入来源的企业。

话说一句，本来B站没有研究出商业模式，目前估值期望过高，忠言逆耳，真心劝大家换一支顺政策的，有基本面的股票坚守。百度京东拼多多都是被情绪错杀的建仓好机会。

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

sway
2021-08-30
sway
就问问你，30多岁的人小时候有网络游戏吗？现在玩的是不是一大堆，你这个认知建议回炉重造
- 耐久回复X那间:
  鬼才逻辑
- Rocaptain回复X那间:
  完全不同意
- 大音仔回复X那间:
  我小时候弹玻璃球，摆砖头🧱当球网在水泥台子上打乒乓球🏓️
- MaxC:
  哈哈戳到你痛点了吧游戏行业逻辑真的改变了用不着情绪化。如果抛开个人情绪你还这么觉得，回炉重造的不该是我哈～
- X那间:
  小时候不玩游戏，就会有别的爱好的，长大后游戏的吸引力降低是肯定的，游戏股逻辑确实变了
sala001
2021-09-01
sala001
非游戏行业内从业人员建议不要胡乱揣摩！作为游戏开发从业者，我们都是看数据，第一:儿童本身用户数量，付费占比，付费ARPU占比就低，因为他们本身拥有私有资金的人就不多，额度更是受限。
第二:现在虽然是儿童，但以后会转化为成人，这个转化不是未来，而是从20年前至今一直在转化，数据只有膨胀并未缩减。
第三:管控未成年不是现在新出的条例，只是现在进一步加强而已，治标不治本！想玩的不会拿自己身份证注册的！
空头军事
2021-08-30
空头军事
完全不同意，小时候不接触游戏，长大了才会玩的更凶。相反小时候玩的多，长大了才知道适可而止
- Hierarch:
  长大后接触游戏是18岁，那样刚好就是大学的年龄，这样的话他们就很可能会花大量的时间打游戏
carlzheng
2021-08-30
carlzheng
中概股有顺政策的股票么？百度京东拼多多，以后也会爆，都是带病之身。
___yep
2021-08-30
___yep
B站游戏没前途，所以满仓了
鹿丸呀
2021-09-01
鹿丸呀
小时候限制去网吧游戏机厅长大了更依赖了因为小时候没玩够

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