一生黑白
2019-08-21
$拼多多(PDD)$
$网易(NTES)$
$百度(BIDU)$
拼多多市值超过网易，即将赶超百度，这年头作假起家居然这么受追捧。
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。
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夜归人one
2019-08-21
夜归人one
百度技术牛逼，但是找不到新的赚钱的点，一直啃广告的老本。回头看百度这些年做的产品挺多的，但是能有效收费、用户真正愿意付费的服务并不多。技术再牛逼，赚不到钱，逐利的投资者看不到希望，肯定会被放弃
夜归人one
回复
潇湘666
:
你说的战略方向的确是百度的大问题，近几年百度一直在调整方向，公司重心聚焦在AI上，前段时间百度的开发者大会上，又把自动驾驶业务聚焦在自动泊车上，搞一个方向，坚持一年半载赚不到钱，又赶紧换方向。至于管理问题，百度的确也存在。我在百度和华为北京研究所都待过，实际上华为内部的管理问题也很多，丝毫不亚于百度，但是华为的战略方向一直很明确，混乱的管理主要在中层，明确的方向和待遇上的激励让管理问题没有那么突出
潇湘666
回复
夜归人one
:
百度内部很多问题，但我始终不认为广告是百度的问题。可能战略决策弱、管理体系乱才是百度的恶性肿瘤
潇湘666
回复
风尹飘渺
:
付费会员属于增值业务
夜归人one
回复
潇湘666
:
离开百度这几年一直在思考百度为什么从当年的bat老大，到成为at的跟随者，甚至在市值上被京东美团超过，还有头条滴滴这些没有上市的潜在对手，思之良久但是都没有找到恰当的理由。最近吴军老师的一句话“百度起了个大早，赶了个晚集”，这正切中了百度的问题
夜归人one
回复
潇湘666
:
百度是我的老东家，在百度做了3年的产品研发，百度做了很多没有意义的产品，一部分产品还没上线就被pass掉了。百度的广告业务市场最近几年一直在被压缩，以至于乱了阵脚，产品做半年不赚钱就放弃了，这都是根源于广告业务收缩的焦虑。你说的电商，广告，增值服务，这三者本身也有内外的联系，但是百度真正做好了哪个
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得道阿门
2019-08-21
得道阿门
拼多多这个怎么市值这么高。。太离谱了。。
得道阿门
回复
Yalda
:
不太了解，所以就疯狂炒作？
Yalda
:
老美不太了解中国的下沉市场，
Niu123
2019-08-21
Niu123
周围根本没人用
Yalda
:
下沉市场，渗透率很高
有目标价位再下手
2019-08-21
有目标价位再下手
风险大于收益
有目标价位再下手
2019-08-21
有目标价位再下手
太高了
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