$哔哩哔哩(BILI_老虎社区_美港股上老虎 - 老虎社区

北京大老板

$哔哩哔哩(BILI)$再说一遍:B站近几个月讲过的故事，都是中概股老前辈早用烂的了:用户增长？基数低的时候增长还不简单？京东在2016年前基数小的时候，天天yy按照当前增长率几年就能赶超阿里。用户属性？当年微博和高贵的知乎早玩过了[开心] 电竞板块？斗鱼虎牙直不比b站擅长？折腾出什么名堂了吗，更别提倒闭的熊猫了，熊猫在倒闭的时候仍然有200万的日活，并不是因为没人用倒闭，纯粹就是资本方赚不到钱，宁愿不要了也不运营了。游戏？那还不如重仓贾老板的法拉第未来[开心] [开心] 陈总最近怎么不编故事了

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

多米尼加
2020-09-30
多米尼加
看了看渣浪。额。还是握紧钱包比较放心。国内的言论环境想做youtube怕不是疯了
- 北京大老板:
  言论环境不是重点 [捂脸]国内视频网站的成本和营收跟国外完全是两个概念
fdxmslx
2020-09-26
fdxmslx
空了多少才让你每天刷？
- 北京大老板:
  没空多少，这我只是发现b站的韭菜和b站用户高度重合 [开心]作为玩过中概股老前辈的前浪喜欢嘲讽嘲讽罢了
fdxmslx
2020-09-26
fdxmslx
不能这么一概而论，讲故事是每家公司都会有的，毕竟故事就是美化后的公司前景。

你说的微博、爱奇艺这些都是某一领域做的不错，企图横向发展，方式是没错的，就看能不能把垂直用户转化到横向业务上，还是有一定的成功概率的。

韭菜和用户重合也变相的证明更容易横向转化
北京大老板
2020-09-26
北京大老板
希望后浪认清楚，b站就是一个视频网站，中国用户的付费意识那尿性，视频网站五年内是不可能赚大钱的，不可能，再说一遍:不可能 [微笑]
- liber:
  后浪认清了
烦恼先生
2020-09-26
烦恼先生
其实谁说了都不算，市场已经用脚投过票了。大家可以看到B站市场热度确实在流失，没有重大利好，尤其是盈收层面的利好话，股民还是保持谨慎点吧。
乔治索罗斯
2020-09-27
乔治索罗斯
我怀疑你赔钱了但是没证据

发表看法

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