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。
分享至
微信
复制链接
精彩评论
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
全部7条回复
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
查看全部15条评论
APP内打开
发表看法
15
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":994900361,"tweetId":"994900361","gmtCreate":1566397929953,"gmtModify":1704714333257,"author":{"id":3464917262570865,"authorId":3464917262570865,"authorIdStr":"3464917262570865","name":"一生黑白","avatar":"https://static.laohu8.com/4b67ef3ecc1a4e262ac91654e403af0b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><span><span><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a></span></span> <span><span><a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a></span></span> <span><span><a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a></span></span> 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。</body></html>","htmlText":"<html><head></head><body><span><span><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a></span></span> <span><span><a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a></span></span> <span><span><a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a></span></span> 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。</body></html>","text":"$拼多多(PDD)$ $网易(NTES)$ $百度(BIDU)$ 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。","highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":15,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/994900361","repostId":0,"isVote":1,"tweetType":1,"viewCount":1082,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NTES","BIDU","PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":98,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1789905,"gmtCreate":1566400141913,"gmtModify":1566400141913,"authorId":3489889504164057,"author":{"id":3489889504164057,"authorId":3489889504164057,"name":"夜归人one","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":994900361,"type":1,"supId":0,"prevId":0,"content":"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","text":"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","html":"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","likeSize":1,"commentSize":7,"subComments":[{"id":1790181,"gmtCreate":1566407353184,"gmtModify":1566407353184,"authorId":3489889504164057,"author":{"id":3489889504164057,"authorId":3489889504164057,"name":"夜归人one","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3491860074507152,"repliedAuthor":{"id":3491860074507152,"authorId":3491860074507152,"name":"潇湘666","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":994900361,"type":1,"supId":1789905,"prevId":1790109,"content":"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","text":"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","html":"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"},{"id":1790109,"gmtCreate":1566404657644,"gmtModify":1566404657644,"authorId":3491860074507152,"author":{"id":3491860074507152,"authorId":3491860074507152,"name":"潇湘666","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3489889504164057,"repliedAuthor":{"id":3489889504164057,"authorId":3489889504164057,"name":"夜归人one","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":994900361,"type":1,"supId":1789905,"prevId":1790036,"content":"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","text":"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","html":"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"},{"id":1790103,"gmtCreate":1566404460026,"gmtModify":1566404460026,"authorId":3491860074507152,"author":{"id":3491860074507152,"authorId":3491860074507152,"name":"潇湘666","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3521243315041013,"repliedAuthor":{"id":3521243315041013,"authorId":3521243315041013,"name":"风尹飘渺","avatar":"https://static.tigerbbs.com/72c00660a7f01abfcf1b427bd9b6954d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":994900361,"type":1,"supId":1789905,"prevId":1790008,"content":"付费会员属于增值业务","text":"付费会员属于增值业务","html":"付费会员属于增值业务"},{"id":1790036,"gmtCreate":1566402183729,"gmtModify":1566402183729,"authorId":3489889504164057,"author":{"id":3489889504164057,"authorId":3489889504164057,"name":"夜归人one","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3491860074507152,"repliedAuthor":{"id":3491860074507152,"authorId":3491860074507152,"name":"潇湘666","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":994900361,"type":1,"supId":1789905,"prevId":1789932,"content":"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","text":"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","html":"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"},{"id":1790015,"gmtCreate":1566401708307,"gmtModify":1566401708307,"authorId":3489889504164057,"author":{"id":3489889504164057,"authorId":3489889504164057,"name":"夜归人one","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3491860074507152,"repliedAuthor":{"id":3491860074507152,"authorId":3491860074507152,"name":"潇湘666","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":994900361,"type":1,"supId":1789905,"prevId":1789932,"content":"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","text":"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","html":"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"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1789795,"gmtCreate":1566398552956,"gmtModify":1566398552956,"authorId":300635909033158,"author":{"id":300635909033158,"authorId":300635909033158,"name":"得道阿门","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":994900361,"type":1,"supId":0,"prevId":0,"content":"拼多多这个怎么市值这么高。。太离谱了。。","text":"拼多多这个怎么市值这么高。。太离谱了。。","html":"拼多多这个怎么市值这么高。。太离谱了。。","likeSize":0,"commentSize":2,"subComments":[{"id":1789923,"gmtCreate":1566400347163,"gmtModify":1566400347163,"authorId":300635909033158,"author":{"id":300635909033158,"authorId":300635909033158,"name":"得道阿门","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":138550929904126,"repliedAuthor":{"id":138550929904126,"authorId":138550929904126,"name":"Yalda","avatar":"https://static.tigerbbs.com/c5f1703592180d0cc11f713e222d88ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":994900361,"type":1,"supId":1789795,"prevId":1789848,"content":"不太了解，所以就疯狂炒作？","text":"不太了解，所以就疯狂炒作？","html":"不太了解，所以就疯狂炒作？"},{"id":1789848,"gmtCreate":1566399244047,"gmtModify":1566399244047,"authorId":138550929904126,"author":{"id":138550929904126,"authorId":138550929904126,"name":"Yalda","avatar":"https://static.tigerbbs.com/c5f1703592180d0cc11f713e222d88ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":994900361,"type":1,"supId":1789795,"prevId":0,"content":"老美不太了解中国的下沉市场，","text":"老美不太了解中国的下沉市场，","html":"老美不太了解中国的下沉市场，"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1789787,"gmtCreate":1566398503858,"gmtModify":1566398503858,"authorId":3492743292882488,"author":{"id":3492743292882488,"authorId":3492743292882488,"name":"Niu123","avatar":"https://static.tigerbbs.com/96c12abe862811a2b4e6c11d108e984b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":994900361,"type":1,"supId":0,"prevId":0,"content":"周围根本没人用","text":"周围根本没人用","html":"周围根本没人用","likeSize":0,"commentSize":1,"subComments":[{"id":1789843,"gmtCreate":1566399163855,"gmtModify":1566399163855,"authorId":138550929904126,"author":{"id":138550929904126,"authorId":138550929904126,"name":"Yalda","avatar":"https://static.tigerbbs.com/c5f1703592180d0cc11f713e222d88ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":994900361,"type":1,"supId":1789787,"prevId":0,"content":"下沉市场，渗透率很高","text":"下沉市场，渗透率很高","html":"下沉市场，渗透率很高"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1789762,"gmtCreate":1566398286859,"gmtModify":1566398286859,"authorId":3513087929783395,"author":{"id":3513087929783395,"authorId":3513087929783395,"name":"有目标价位再下手","avatar":"https://static.tigerbbs.com/82106315b7af81ef80062abaa392107a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":994900361,"type":1,"supId":0,"prevId":0,"content":"风险大于收益","text":"风险大于收益","html":"风险大于收益","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":1789761,"gmtCreate":1566398274461,"gmtModify":1566398274461,"authorId":3513087929783395,"author":{"id":3513087929783395,"authorId":3513087929783395,"name":"有目标价位再下手","avatar":"https://static.tigerbbs.com/82106315b7af81ef80062abaa392107a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":994900361,"type":1,"supId":0,"prevId":0,"content":"太高了","text":"太高了","html":"太高了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/994900361"}
精彩评论