$哔哩哔哩(BILI_老虎社区_美港股上老虎

2020-05-19

$哔哩哔哩(BILI)$ 虽然我也挺喜欢的，但好像数字没有看上去那么好，虽然收入增速快点，但问题一季度大家都在家里看视频。

而且没看到运营利润增长，反而是亏损加大了，带宽成本增加，现在涨觉得潜力大，如果哪天下降通道了，没业绩是撑不住的。现在up主的收入低的可怜，如果腾讯有心要干他，只要花钱把头部的几个up主抢过去就可以了，到时候这个股价，这估值就傻了，所以我觉得哔哩哔哩没想的那么好吧。

相比较下我觉得$Roku Inc(ROKU)$商业模式不错，第三方，谁都不得罪，美国几大流媒体砸钱越多，打的越凶...

B站业务和财报研究

b站财报专区

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

饭桶俊
2020-05-19
饭桶俊
# b站的up主比较多元，另外对up主而言，流量平台都会发作品，所以不存在“挖头部up，影响小破站大局”的事。# 对好多平台来说，总以为内容建设，是单纯花钱砸出来的，所以经常能看到“xx亿元/xx流量扶持”的项目，但基本最后归于沉寂。企鹅系、头条系都干过这样的事儿。他们不懂得，一样的内容，需要寄托于好的平台氛围，才能焕发生机、优秀起来。
- 饭桶俊回复拾虎:
  是的。对一个企业而言，盈利是天职。
- 拾虎:
  所言极是了，不过盈利与否也是个很重要的因素，我再看看
小石头W
2020-05-19
小石头W
微视就是例子，砸钱，不一定都能成
- 拾虎:
  一语中的，微视太差了
kevin2040
2020-05-19
kevin2040
会不会网飞的商业模式更好？毕竟内容创造才是根本，这几年的投的网络剧反响都很好。roku现在就是和电视机厂家合作，把程序都内置了。我家的电视机就是roku的
- ABCDEFGH:
  网飞的模式确实好，但关键国内竞争太大了，你要是一家独大完全没有问题
一块原石
2020-05-19
一块原石
未来5年都会是B站高速发展时期，长期持有吧，除非股价真的太过火了可以试试波段，但32感觉还不至于要卖出
小石头W
2020-05-19
小石头W
B站可不仅仅是几个头部up主

发表看法

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