$趣头条(QTT)$_老虎社区_美港股上老虎

2019-12-03

$趣头条(QTT)$Q3财报几点体会：1.收入环比不见涨，98.5%广告收入，arpu低，短期内见不到改善；2.市场费用15亿，收入才14亿，砸了这么长时间钱，是拿了些用户，但是你怎么变现也不清楚，反正是那个卖广告还是亏，变现能力还是不知道在哪里：3.澎湃新闻，阿里电商，这个方向能不能起来估计是关键，这个值得关注，但是明年Q1之前没啥可做的；4.现金21亿，但是阿里的CB12亿，股东权益是负数，现在真是看阿里爸爸的眼色吧，阿里的行权价是15元，多半不会行权，还负债吧。这么便宜，不如私有化，老板们拿走多划算

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

grandet
2019-12-03
grandet
变现效率同比恶化了，模式感觉要被质疑的，很奇怪今日头条给人感觉很强势的为什么趣头条商业化数据差这么多
- pxczy:
  除了有头条这两个字其他的不太一样
大侠投资
2019-12-04
大侠投资
要都厉害就不是这价格了
就没有一个准信吗
2019-12-04
就没有一个准信吗
厉害
我若不凡
2019-12-03
我若不凡
阅

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":937785496,"tweetId":"937785496","gmtCreate":1575382912015,"gmtModify":1704729383886,"author":{"id":304614780041051,"idStr":"304614780041051","authorId":304614780041051,"authorIdStr":"304614780041051","name":"1MillionUSD","avatar":"https://static.tigerbbs.com/d7b08ce60c693870b3ac5221751cab51","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body> <a href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a>Q3财报几点体会：1.收入环比不见涨，98.5%广告收入，arpu低，短期内见不到改善；2.市场费用15亿，收入才14亿，砸了这么长时间钱，是拿了些用户，但是你怎么变现也不清楚，反正是那个卖广告还是亏，变现能力还是不知道在哪里：3.澎湃新闻，阿里电商，这个方向能不能起来估计是关键，这个值得关注，但是明年Q1之前没啥可做的；4.现金21亿，但是阿里的CB12亿，股东权益是负数，现在真是看阿里爸爸的眼色吧，阿里的行权价是15元，多半不会行权，还负债吧。这么便宜，不如私有化，老板们拿走多划算</body></html>","htmlText":"<html><head></head><body> <a href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a>Q3财报几点体会：1.收入环比不见涨，98.5%广告收入，arpu低，短期内见不到改善；2.市场费用15亿，收入才14亿，砸了这么长时间钱，是拿了些用户，但是你怎么变现也不清楚，反正是那个卖广告还是亏，变现能力还是不知道在哪里：3.澎湃新闻，阿里电商，这个方向能不能起来估计是关键，这个值得关注，但是明年Q1之前没啥可做的；4.现金21亿，但是阿里的CB12亿，股东权益是负数，现在真是看阿里爸爸的眼色吧，阿里的行权价是15元，多半不会行权，还负债吧。这么便宜，不如私有化，老板们拿走多划算</body></html>","text":"$趣头条(QTT)$Q3财报几点体会：1.收入环比不见涨，98.5%广告收入，arpu低，短期内见不到改善；2.市场费用15亿，收入才14亿，砸了这么长时间钱，是拿了些用户，但是你怎么变现也不清楚，反正是那个卖广告还是亏，变现能力还是不知道在哪里：3.澎湃新闻，阿里电商，这个方向能不能起来估计是关键，这个值得关注，但是明年Q1之前没啥可做的；4.现金21亿，但是阿里的CB12亿，股东权益是负数，现在真是看阿里爸爸的眼色吧，阿里的行权价是15元，多半不会行权，还负债吧。这么便宜，不如私有化，老板们拿走多划算","highlighted":1,"essential":2,"paper":1,"likeSize":35,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/937785496","repostId":0,"isVote":1,"tweetType":1,"viewCount":8243,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["QTT"],"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":444,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1990259,"commentId":"1990259","gmtCreate":1575383856407,"gmtModify":1575383856407,"authorId":3452740368362778,"author":{"id":3452740368362778,"idStr":"3452740368362778","authorId":3452740368362778,"name":"grandet","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":937785496,"objectIdStr":"937785496","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"变现效率同比恶化了，模式感觉要被质疑的，很奇怪今日头条给人感觉很强势的为什么趣头条商业化数据差这么多<br>","text":"变现效率同比恶化了，模式感觉要被质疑的，很奇怪今日头条给人感觉很强势的为什么趣头条商业化数据差这么多<br>","html":"变现效率同比恶化了，模式感觉要被质疑的，很奇怪今日头条给人感觉很强势的为什么趣头条商业化数据差这么多<br>","likeSize":1,"commentSize":1,"subComments":[{"id":1990886,"commentId":"1990886","gmtCreate":1575402251648,"gmtModify":1575402251648,"authorId":3450578137237105,"author":{"id":3450578137237105,"idStr":"3450578137237105","authorId":3450578137237105,"name":"pxczy","avatar":"https://static.tigerbbs.com/1dd34bea9547dee53d57a3a91497bd05","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":937785496,"objectIdStr":"937785496","type":1,"supId":1990259,"supIdStr":"1990259","prevId":0,"prevIdStr":"0","content":"除了有头条这两个字&nbsp; 其他的不太一样","text":"除了有头条这两个字&nbsp; 其他的不太一样","html":"除了有头条这两个字&nbsp; 其他的不太一样"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1990973,"commentId":"1990973","gmtCreate":1575416418113,"gmtModify":1575416418113,"authorId":49588058040162,"author":{"id":49588058040162,"idStr":"49588058040162","authorId":49588058040162,"name":"大侠投资","avatar":"https://static.tigerbbs.com/3a672fd2501fdb5019e0debb09f2c975","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":937785496,"objectIdStr":"937785496","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"要都厉害就不是这价格了","text":"要都厉害就不是这价格了","html":"要都厉害就不是这价格了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1990969,"commentId":"1990969","gmtCreate":1575415944558,"gmtModify":1575415944558,"authorId":3444370025269868,"author":{"id":3444370025269868,"idStr":"3444370025269868","authorId":3444370025269868,"name":"就没有一个准信吗","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":937785496,"objectIdStr":"937785496","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"厉害","text":"厉害","html":"厉害","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":1990295,"commentId":"1990295","gmtCreate":1575384373370,"gmtModify":1575384373370,"authorId":3496696639712612,"author":{"id":3496696639712612,"idStr":"3496696639712612","authorId":3496696639712612,"name":"我若不凡","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":937785496,"objectIdStr":"937785496","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阅","text":"阅","html":"阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/937785496"}