一些网易公司的看法

2017-09-01

$网易(NTES)$不看好网易公司，不代表股票会跌。
在游戏领域竞争，差距今年内不会缩小。但游戏红利还有
电商的突围，活下来并足够大，说实话很难
其他业务就是陪着玩的，突破基本没戏，包括：新闻，门户，音乐，内容上付费，等等

基于以上，网易本身没有突飞猛进的点，说实话游戏团队原画设计很强，可惜渠道和运营还是不行。不过也期待来个爆发现象级游戏，谁知道呢，除此以外，我反正不看好这个公司。

画外音：也能看到网易也一直在提智能化，趋势很强大，保不齐也会忍不住出个电子书，耳机什么的，但不要盲目追涨，真没戏。

但股票的故事不是都用业务讲，短期内看好依旧加油看多，但回330我觉得很难了。

个人观点，可以喷，注意素质就行...

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

白夜行
2017-09-01
白夜行
300就够了，不用330
- 我是李妞猪:
  怼我
- 白夜行回复九格:
  大哥，还在成本价呢……没挣钱怎么给你发红包，😄
- 九格:
  我去，发红包啊大佬
- 上帝保佑我们回复白夜行:
  我是说白夜行的买点掌握的好👌
- 白夜行回复三鲜不太行:
  我都是躲财报的，财报后买入的……4月份的时候也买过一次，那时候网易也是一直跌，跟现在差不多，那时候，260多买的，300多一点跑的……
goog
2017-09-02
goog
18倍市盈率,大不了当定存18年,年利约5%,不错啦
- AllahuAkbar:
  如果你用这个逻辑不如买$福特汽车(F)$
- 三鲜不太行:
  也不能只看这个，还是故事是否动听，再说你愿意定存吗？..
- 心如止风:
  可惜不分红啊
做空分析师
2017-09-01
做空分析师
网易的门户现在就靠一群喷子养活了，是我见过最恶心的了。以前的经典评论文化全没了，只剩下什么都喷的喷子。
- 三鲜不太行:
  ...天天看刷屏...有网易帖子对完感觉
大树底下好乘凉
2017-09-02
大树底下好乘凉
感觉网易就一个游戏，还不是很强
- 三鲜不太行:
  也不是，网易是门户里最多元且都有些成效的。但抵不过一个拥有微博的...社交入口是王道，游戏分发也在社交..超级入口没有，做到现在很厉害了
芸豆是只猫
2017-09-02
芸豆是只猫
跌的时候，全是坏消息，哈哈
- 三鲜不太行:
  这个不算坏消息。
上帝保佑我们
2017-09-01
上帝保佑我们
你选的买点真好
- 三鲜不太行:
  .啥.

发表看法

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