陌陌的投资原理

海天一线希望阳光

$陌陌(MOMO)$陌陌三季度用户数据接着涨，市盈率跌到10几了（3.2-3.3亿多净利润），短视频数据也在一直涨，狼人杀很好玩！基本面没问题，二季度利润下来主要是做了很多广告，视频社交的宣传和品牌推广；三季度减少了品牌投入，更高性价比的广告，净利润估计重回9000万到1亿美元！如果三四季度利润，各1亿美元，全年利润在3.5亿美元！

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

momouser
2017-10-03
momouser
利潤我沒看那麼高，季度賽活動費用太高了，都是官方出的錢，二季度的費用是投放在二次元跟地鐵廣告，所以三季度利潤估計在一二季之間
- 海天一线希望阳光回复momouser:
  我们投资了陌陌，投了一直播，还投了映客，专业投资者哈
- momouser回复海天一线希望阳光:
  你看的好樂觀啊！比我這個一年半的直播忠實用戶還正面，希望如你所言，對我們多頭才是有利的
- 海天一线希望阳光:
  我要是陌陌我也拼命补贴主播，坐拥8亿美元现金，真是有实力把别的平台击垮的时候
- 海天一线希望阳光:
  狼人杀和快聊的利润，迅速在涨！直播的利润保持并也在涨，所以净利润肯定9000万以上的

发表看法

5

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