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追高小能手
一颗腰斩了六次的韭菜(划掉)战士
IP属地:北京
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热门
追高小能手
2022-07-18
$趣店(QD)$
空空空!
追高小能手
2022-05-03
$每日优鲜(MF)$
关注
追高小能手
2022-03-30
$BOSS直聘(BZ)$
半仓空一波:互联网流动性下降,估值过高
追高小能手
2022-02-10
$阿里巴巴(BABA)$
还没公布财报时间,有点慌
追高小能手
2021-07-28
$好未来(TAL)$
送钱,空!
追高小能手
2021-07-10
$阿里巴巴(BABA)$
是我格局小了
追高小能手
2021-07-09
$阿里巴巴-SW(09988)$
大奇迹日!
追高小能手
2021-07-06
$滴滴(DIDI)$
太高了 放弃
追高小能手
2021-07-05
$滴滴(DIDI)$
软银市值1400亿,滴滴市值700亿。软银持股滴滴20%股份,占自己市值的10%。合理估计今天的5.5%中大部分(5%)是市场对滴滴市值的预期下跌,对应滴滴市值打个对折。想抄底的hxd可以8块接一手[害羞]
追高小能手
2021-07-04
$滴滴(DIDI)$
先按50%算,挂个8块的单子
追高小能手
2021-07-01
$每日优鲜(MF)$
入场!
追高小能手
2021-06-28
$每日优鲜(MF)$
20亿美元都跌不破么?给点机会呀
追高小能手
2021-06-27
$每日优鲜(MF)$
别人恐惧我贪婪,别人小亏我破产
追高小能手
2021-06-16
$阿里巴巴(BABA)$
英文帖能不能带原文..翻译的怪怪的
追高小能手
2021-04-14
$阿里巴巴(BABA)$
这个逻辑不合理,召唤业务产品
@小虎活动
@小虎AV
追高小能手
2021-04-12
$阿里巴巴(BABA)$
搓手手
追高小能手
2021-03-26
$知乎(ZH)$
21中5,不愧5股丰登
追高小能手
2021-03-24
一个点就别想盘逻辑了
@ongonginging:
$阿里巴巴(BABA)$
上涨的逻辑是啥。。。
追高小能手
2021-03-23
MAU在20年下半年,开始逐步下滑(可怕的信号),但DAU在增长,也就是说用户粘性在下半年出现了下滑。 -- 你再想想
@秋源俊二:迷雾中的快手,聊聊这次财报两个关键问题
追高小能手
2021-03-23
你如果买put,不大可能不亮单 我赌你的枪里没有子弹!
@William卫:
$RLX科技(RLX)$
买put赚翻了......感谢那些反驳我的人,你们都是慈善家,燃烧自己,照亮别人.......
去老虎APP查看更多动态
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关于空间有多大,估计很多人会有兴趣,看看年报是如何论述的: “2020年,來自線上營銷服務的收入 由2019年的人民幣74億元增加194.6%至人民幣219億元。每名日活躍用戶平均線 上營銷服務收入由2019年的人民幣42.3元增加95.3%至2020年的人民幣82.6元。2020年第四季度,線上營銷服務成為我們最大的收入來源,其收入佔總收入比例首次超過直播業務的貢獻。” 这段论述,有两个关键词,分别是增速和占比情况。 毫无疑问,这一数据是靓丽的,也是超出市场预期的。 拆解过广告收入都知道公式:MAU、Feed、ADLoad、Price,四因子构成短视频流媒体Rev的公式。 先来看看MAU因子 MAU在20年下半年,开始逐步下滑(可怕的信号),但DAU在增长,也就是说用户粘性在下半年出现了下滑。 这一小幅下滑","text":"华丽丽的,今晚快手$快手-W(01024)$ 2020年财报出来了,亏损“1166亿”消息不胫而走。根据快手市值1.25万亿港币,不意外,众人调侃,“市亏率10倍股啊”。 散户韭菜的嘲笑声,虽然总是让人啼笑皆非。 实际有效亏损在103亿左右,明明是“100倍市亏率股票啊”。 实在是认知肤浅啊。 关于怎么亏损的,这不是我感兴趣的话题,直接略过,如果想学习的,可以看看小米之前的情况。 想不明白的,建议不要看下文。对你而言,这是一种浪费时间吧。 言归正传,这次财报,我感兴趣的有两个点,这也不目前不敢买入快手的原因)。 快手的短视频的广告收入,大概增长率近200%。Adload目前是多少,大概还有多少空间,未来靠提价CPM还是靠什么? 巨额的S&M(高达266亿)支出,整体ROI如何?客户LTV/CVC多少?如果去掉S&M,用户增长会呈现什么状态。 短视频广告空间,快手还有多大? 关于空间有多大,估计很多人会有兴趣,看看年报是如何论述的: “2020年,來自線上營銷服務的收入 由2019年的人民幣74億元增加194.6%至人民幣219億元。每名日活躍用戶平均線 上營銷服務收入由2019年的人民幣42.3元增加95.3%至2020年的人民幣82.6元。2020年第四季度,線上營銷服務成為我們最大的收入來源,其收入佔總收入比例首次超過直播業務的貢獻。” 这段论述,有两个关键词,分别是增速和占比情况。 毫无疑问,这一数据是靓丽的,也是超出市场预期的。 拆解过广告收入都知道公式:MAU、Feed、ADLoad、Price,四因子构成短视频流媒体Rev的公式。 先来看看MAU因子 MAU在20年下半年,开始逐步下滑(可怕的信号),但DAU在增长,也就是说用户粘性在下半年出现了下滑。 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