$爱奇艺(IQ)$$_老虎社区_美港股上老虎

2020-05-20

$爱奇艺(IQ)$$哔哩哔哩(BILI)$作为两个站的真实用户评价，给个侧面参考。B站的用户黏性是爱奇艺完全无法比拟的，一旦喜欢上B站社区的用户通常都会比较活跃。反观爱奇艺的会员多是因为某些剧集或电影版权或自制综艺节目而成为付费用户的，实际一旦没有对口的节目则很少会活跃，特别近期真的缺少这样重磅吸引用户的节目出现。

而且两家在线视频的生产效率和成本也有明显的差别，目前而言爱奇艺需要不间断的制造精品爆品，买断热门版权来维持活跃，成本居高难下。虽然B站有时候也会卷入版权之争，但是熟悉B站的用户都清楚用户创作内容的热度才是主流。

以上仅作为两站用户的感受。

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

跌跌跌888
2020-05-20
跌跌跌888
爱奇艺真垃圾
- 鹅十世回复493bac3e:
  不作为投资建议，短期内有回落风险毕竟价格已经较高，获利盘太多。不过长期（1~3年）看涨
- 鹅十世回复493bac3e:
  这也算一个产业链吧，不过近期感触较深的还是社区的扩张，从二次元鬼畜向大众一般向发展，但社区文化或者说氛围还是得到了一定程度的保留。举个例子就是在几年前你敢想象家里的长辈们有人对二次元文化有所了解吗，这说实在是已经是不太容易的事情了，乍一看甚至觉得B站就是一个热门的UGC平台。整体来说还是比较有想象空间的
- 鹅十世回复493bac3e:
  光看直播可能是，但还是不能只看盈利部分，毕竟几块业务还是有相辅相成的。
- 鹅十世回复493bac3e:
  其实算是＂破圈＂了，死守二次元是不太现实的，但是以比起家，维持一定程度的二次元文化并融入主流生活算是比较理想的情况。B站不太可能彻底捆绑资本，从老二刺螈保守的策略来看，至少短期内不太可能
- 鹅十世回复493bac3e:
  且不讨论这种模式是否可行，说到底土豪还是喜欢热闹的，如果一个平台很冷清也很难吸引到土豪。同样良好的社区环境可以产出更多优质的内容，对于创作者有更多的盈利空间，也带动了一批又一批新的创作主播，而主播又进一步带动了土豪的消费，就目前来看还是相对良好的状态。
古月千里
2020-05-21
古月千里
为啥爱奇艺跌这么猛啊
- 鹅十世:
  财报不好看，连着昨天看，其实就是这个范围震荡，算不上暴跌
但行好事玫瑰自来
2020-05-20
但行好事玫瑰自来
那为啥b站也涨不动了
- 鹅十世:
  非得要说就是价格太高了，现在涨幅已经相当可观，如果不做长期现在已经是很好的下车点了
Melonking
2020-05-20
Melonking
同感

发表看法

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