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慕尼黑一哥
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慕尼黑一哥
2020-12-12
$理想汽车(LI)$
$蔚来(NIO)$
$小鹏汽车(XPEV)$
我如果是bba的总裁,我tm现在果断拿30亿美金把老贾的FF收购了搞事情,我是怎么也想不通传统车企为什么做个电车这么吃力,做混动都做不出名堂阿
慕尼黑一哥
2019-12-04
$哔哩哔哩(BILI)$
b站8个亿买s赛,这性价比堪比乐视当年买中超,就看美国韭菜愿不愿意买单了,8个亿买50个头部主播不好么,直接能再造一个斗鱼,b站为什么直播没人看,还不是因为没大佬压阵么?我难道去看dc老师?
慕尼黑一哥
2019-06-15
$蔚来(NIO)$ 怎么说呢,我感觉大庄家操盘这种新能源车完全可以玩阴的,提前做空,然后偷偷操作烧一辆车造成自燃的假象,等到股价炸得差不多了,反手一波做多,因为过段时间新闻调查出来是人为纵火而不是技术性问题,这不出意外会引起反弹。可能是我最近看得东西太黑暗,想得有点多
慕尼黑一哥
2020-10-26
$理想汽车(LI)$
我为什么看好理想是仅次于蔚来的,就是强于小鹏,两点,1小鹏p7价位被model3碾压,同等想买蔚来或者理想one的肯定不会存在这个犹豫,2我去过他们的线下店,感觉小鹏的服务明显弱于另外两家,感觉缺的就是自信和培训
慕尼黑一哥
2019-06-28
$蔚来(NIO)$ 以蔚来现在这傻**市值,我就说恒大许家印还费力自己搞什么车,投个20亿美金把蔚来收了,坐享其成。逻辑嘛,其实就是蔚来这股价已经是成本回归了
慕尼黑一哥
2019-12-11
$斗鱼(DOYU)$
虎牙比斗鱼市值高就是最大的笑话,蜀国熊猫已灭,吴国虎牙还会远么,大魏天下,斗鱼只有继续狼性才会翻天,免得到时候变成司马天下
慕尼黑一哥
2020-07-06
$微博(WB)$
微博估计是想私有化回国上市吃国内红利,这美股的估值,腾讯出2倍市值把微博收购了估计都舍得
慕尼黑一哥
2020-06-23
$斗鱼(DOYU)$
虎牙跌倒,斗鱼吃饱,到时候合并就是新斗鱼的时代,谁市值高谁就能有主导权嘿嘿嘿
慕尼黑一哥
2019-10-03
$爱奇艺(IQ)$
爱奇艺现在的价值我觉得普普通通吧,视频网站已经是腾讯优酷三分天下了,还有芒果台搅局,所以爱奇艺优势一去不复返了,不过市值至少有80亿美金托底吧
慕尼黑一哥
2019-09-28
$蔚来(NIO)$
乐视贾跃亭拿出100亿造车把自己千亿市值给造没了,当时还觉得匪夷所思,直到看到李斌这400亿水漂打得,这钱给老贾感觉都造得更牛逼啊
慕尼黑一哥
2020-11-02
$理想汽车(LI)$
没啥好说的,理想市值至少值300亿,现在才190
慕尼黑一哥
2020-09-12
$哔哩哔哩(BILI)$
b站我觉得短期有风险,最近对于上面涉黄舆论影响有点大,而且b站上面的尺度确实远超斗鱼虎牙抖音等平台,感觉有被文化部警告整改的可能,有这个劫数,如果能在警告前自行纠错安然度过还好
慕尼黑一哥
2020-03-19
$斗鱼(DOYU)$
斗鱼在我心目中的价值是超虎牙的,没想到最后是市值靠抗跌超的虎牙
慕尼黑一哥
2019-08-14
$斗鱼(DOYU)$
短线就别炒这股了兄弟们
慕尼黑一哥
2020-12-02
$理想汽车(LI)$
我只想说,高盛牛逼,hah
慕尼黑一哥
2019-08-08
$微博(WB)$
我就这么说吧,爱奇艺估值120,微博80,如果明天没了爱奇艺,中国人影响不大,如果明天没了微博,中国人的生活绝对会收到影响,我的估值总结
慕尼黑一哥
2019-12-05
$虎牙(HUYA)$
我就想说,你们买虎牙的平时有看虎牙么,没有的话我建议你们还是别买了
慕尼黑一哥
2019-12-11
$瑞幸咖啡(LK)$
其实吧,讨论瑞幸有没有存在价值本来就很可笑,星巴克10块钱成本的咖啡卖30,还不允许别人10块钱的咖啡卖15咯?瑞幸和星巴克,就好比小米对苹果,中国特色社会主义
慕尼黑一哥
2020-10-16
$名创优品(MNSO)$
反正我觉得名创优品没啥用户粘性,基本都是瞎逛瞎买,低端,海外扩张如果能靠国外疫情消费降级做上东风还好,国内市场我觉得就这样,不好不坏,便宜货还不如直接去拼多多上买,不一定能维持住高店租的利润
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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>我为什么看好理想是仅次于蔚来的,就是强于小鹏,两点,1小鹏p7价位被model3碾压,同等想买蔚来或者理想one的肯定不会存在这个犹豫,2我去过他们的线下店,感觉小鹏的服务明显弱于另外两家,感觉缺的就是自信和培训","text":"$理想汽车(LI)$我为什么看好理想是仅次于蔚来的,就是强于小鹏,两点,1小鹏p7价位被model3碾压,同等想买蔚来或者理想one的肯定不会存在这个犹豫,2我去过他们的线下店,感觉小鹏的服务明显弱于另外两家,感觉缺的就是自信和培训","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/301485786","isVote":1,"tweetType":1,"viewCount":4272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498006883267428","authorId":"3498006883267428","name":"Pandorox","avatar":"https://static.tigerbbs.com/6d06153c62caa6d21882d39be9818308","crmLevel":6,"crmLevelSwitch":0},"content":"问题是小鹏汽车是最快破万的新能源汽车","text":"问题是小鹏汽车是最快破万的新能源汽车","html":"问题是小鹏汽车是最快破万的新能源汽车"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303402478,"gmtCreate":1603207930594,"gmtModify":1703829108540,"author":{"id":"301704333880063","authorId":"301704333880063","name":"慕尼黑一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"写得不错,三合一直接把主播的签约费一吃,主播本该就靠直播收益来赚工资,到时候只要主播签约费下来,成本直接腰斩,那直播就是一本万利,","listText":"写得不错,三合一直接把主播的签约费一吃,主播本该就靠直播收益来赚工资,到时候只要主播签约费下来,成本直接腰斩,那直播就是一本万利,","text":"写得不错,三合一直接把主播的签约费一吃,主播本该就靠直播收益来赚工资,到时候只要主播签约费下来,成本直接腰斩,那直播就是一本万利,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303402478","repostId":"2076372971","repostType":2,"repost":{"id":"2076372971","pubTimestamp":1603094078,"share":"https://www.laohu8.com/m/news/2076372971?lang=&edition=full","pubTime":"2020-10-19 15:54","market":"hk","language":"zh","title":"虎牙、斗鱼合并背后,腾讯笑了,主播哭了!","url":"https://stock-news.laohu8.com/highlight/detail?id=2076372971","media":"蓝鲸财经","summary":"近日,斗鱼、虎牙同时发布公告,正式官宣合并。非常明显,此举的幕后推手是双方的大股东腾讯。有消息表示,合并后,斗鱼将成为虎牙私有全资子公司,并从纳斯达克退市。一方面是斗鱼在谈判桌上选择了妥协,以加入虎牙团队宣告合并成功,另一方面,也同时获得了企鹅电竞的部分掌控权,貌似得到了妥协后的补偿。尽管如此,从腾讯控股的虎牙、斗鱼自身的角度分析,本次合并,意义也十分重大。","content":"<html><body><p><img border=\"0\" src=\"https://img.lanjinger.com/news/20201019/1603073007250_ajbektrbyirst.png\" width=\"776\"/></p>\n<p>投稿来源:于见</p>\n<p>近日,<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>同时发布公告,正式官宣合并。非常明显,此举的幕后推手是双方的大股东腾讯。有消息表示,合并后,斗鱼将成为虎牙私有全资子公司,并从纳斯达克退市。而斗鱼CEO陈少杰将加入虎牙董事会,与虎牙董荣杰一同成为新公司的联席CEO。</p>\n<p>而原腾讯旗下直播平台企鹅电竞,将以5亿美元价格转让给斗鱼,再与虎牙合并。这样的神操作,也让双方的合并,看起来皆大欢喜。一方面是斗鱼在谈判桌上选择了妥协,以加入虎牙团队宣告合并成功,另一方面,也同时获得了企鹅电竞的部分掌控权,貌似得到了妥协后的补偿。</p>\n<p>事实上也是如此,明眼人都可以看出来,这次合并的结果是腾讯、斗鱼、虎牙三方共赢,天下归心。对于整个游戏直播行业来说,两大巨头的联手,着实动了一些人的奶酪,但是,也可能给整个行业带来新的格局,新的发展机会。</p>\n<p>只是,已有多家互联网头部企业涉足的游戏产业,未来会走向哪里,是否会因为这次合并,带来新一轮的资本厮杀与游戏直播资源的血拼,值得期待。</p>\n<p><strong>叠加效应大于1+1?游戏直播行业风波又起</strong></p>\n<p>从游戏直播的行业格局来分析,目前炙手可热的视频平台,快手及B站都有游戏直播的业务,而且实力也不容小觑。而游戏直播行业由来已久的双雄争霸局面,也随着斗鱼、虎牙的合并被打破,甚至可能演变为更大量级的平台竞争,新的三足鼎立的态势已然形成。</p>\n<p>尽管如此,从<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>的虎牙、斗鱼自身的角度分析,本次合并,意义也十分重大。</p>\n<p>首先,从用户基数上,原本都无法与快手抗衡的数据,因为这次合并,可以重回头部阵营,与快手、B站决一雌雄。合并后拥有3亿用户的平台,也将因为其在品牌营销、市场运营、技术投入等方面,边际成本的降低,而使平台有了更大的盈利能力。</p>\n<p>其次,从平台营收上,因为合并前二者的目标用户群体、商业模式十分相近,而产生一加一大于二的规模效应。因为双方内容与用户的叠加甚至互补,也会带来更高的用户粘性与互动。</p>\n<p>再次,从平台价值上分析,原本因为用户量级的问题,双方都容易被广告客户所摒弃。但是由此带来的叠加效应,对于广告客户更有吸引力,由此带来的,也将是其广告部分收入的提升。</p>\n<p>因此,也有业内人士分析,因为虎牙、斗鱼相互制衡,长期僵持不下的游戏直播行业,又要战火重燃,掀开新一轮的腥风血雨。因为除了B站、快手等后来者,字节跳动旗下的头条系也对其虎视眈眈。字节跳动局部游戏也有时日,加上其<a href=\"https://laohu8.com/S/DYIN\">抖音</a>视频、直播的平台资源,其进驻游戏直播给其它玩家的压力,也如泰山压顶。头部玩家数量增多,游戏直播行业也将面临新的竞争格局。</p>\n<p>据了解,快手在游戏领域的布局,始于2019年下半年,且用户量成长速度惊人,据内部负责人透露,仅仅是今年5月份,游戏直播的月活用户已经超过2.2亿,相关短视频用户数更是超过3亿。值得一提的是,快手作为游戏直播的后来者,在用户数据上已经碾压了虎牙、斗鱼。而且,快手还手握KPL王者荣耀职业联赛的直播权,收购YTG战队,在王者荣耀职业联赛上崭露头角。</p>\n<p>与此同时,字节跳动也在轻度休闲的小游戏外,开始进行重度游戏的开发,并依靠抖音的巨大流量,进入到游戏发行、版权争夺等领域,可以预见,其布局电竞赛事、入局游戏直播也是迟早的事情。其在用户增长上的潜力,甚至可能不亚于快手。</p>\n<p>在游戏直播方面,B站一样没有停止进击的步伐,这通过其在各种电竞赛事与游戏主播上的重金投入,就可以窥见一般。据媒体报道,2020年以来,B站在游戏领域更是动作频频。</p>\n<p>5月份,B站以5000万的天价签下了昔日的“斗鱼一姐”冯提莫。7月份,B站举办了首届游戏新品发布会“你的幻想世界”,对外发布了11款游戏作品,各种IP级别的游戏给B站带来了丰厚的收益,也带来了更大量级的用户量。</p>\n<p>8月份,B站斥资8亿元拿下了《英雄联盟》全球总决赛中国赛区3年国内独家直播权,也吸引了英雄联盟众多头部播主及电竞选手入驻。这些动作,为B站短时间涌入大量的流量打下了根基,也让B站的游戏业务收入增势凶猛。</p>\n<p>游戏行业之所以如此多的头部玩家,其根本原因是这是一块肥肉。众所周知,游戏是腾讯的重要收入来源。有了这次几近完美的合并,腾讯将在整个游戏产业链,有了更大的话语权。</p>\n<p>无论是在游戏版权的掌控,还是在电竞赛事的主导,又或者在游戏直播平台的内容分发方面,腾讯在游戏产业的实力将进一步增强,也将给其它游戏玩家带来压力。只是,在这个多变的时代,谁还是终极的王者,尚不可知。但是可以预见,一场在游戏领域的战乱纷争即将烽烟再起。</p>\n<p><strong>一山不容二虎,合并之后何去何从?</strong></p>\n<p>从斗鱼和虎牙的过往发展史来对比,二者可谓旗鼓相当、不相上下。根据两者的2020年Q2财务数据显示,斗鱼2020年Q2平均MAU为1.653亿,2019年同期为1.628亿,增长1.5%;斗鱼移动端MAU为5840万,同比增长15.4%。二季度,斗鱼平均付费用户为760万,与一季度基本持平。虎牙财报数据显示,2020年Q2平均MAU为1.685亿,2019年同期为1.439亿,增长17.1%;移动端MAU增长35.2%达到7560万。二季度,虎牙总付费用户为620万,比一季度增长了10万。</p>\n<p>因此,新公司是否设立董事长,也将决定了合并之后公司的走向。当然,这必定是起幕后的大东家腾讯说了算。只是,按照腾讯投资并购的一贯风格,如果被投公司有较为完整的管理体系,不会过于强势的干涉公司“内政”。</p>\n<p>例如当初腾讯文学与盛大文学合并组建<a href=\"https://laohu8.com/S/00772\">阅文集团</a>便是如此,阅文集团依然是吴文辉团队的原班人马。但是要知道,目前腾讯通过收购各方股份的方式,将占有合并后新公司60%以上的投票权,成为名副其实的第一大股东。</p>\n<p>因此,尽管斗鱼、虎牙合并,却依然是联席CEO制度,一旦双方意见分歧严重,影响到新公司的发展前途,以腾讯的作风,派驻董事长亲自主持大局也不是不可能。</p>\n<p>早期,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>与海洋集团旗下的酷我与酷狗音乐整合,组建腾讯音乐娱乐集团(TME)时,就是派驻QQ音乐社交网络事业部的负责人汤道生统领全局。因此,也有人预测,腾讯撮合下的斗鱼、虎牙合并,极有可能成为第二个TME。</p>\n<p>除了合并后新公司“谁当家”的问题,合并后依然会存在斗鱼、虎牙、企鹅电竞三个品牌,如何有效整合,进行品牌营销,将是新公司需要权衡利弊的现实问题。如果统一名牌,可能就要强化新品牌,弱化老品牌,开始新一轮的品牌宣传,其代价也必然时十分巨大的。</p>\n<p>而如果继续保留旗下的各个品牌,进行独立运营,虽然会短期内保住各自品牌的基础用户群,那么对于整体品牌的稀释所带来的影响,也是不容忽视的。因此,着取决于这起合并背后,多方力量的博弈与较量,直到最终达成一种有效的内部平衡。</p>\n<p>除此以外,腾讯主导的这次并购,企鹅电竞也有参与,如何对该部分的利益进行再分配,也值得关注。据了解,企鹅电竞体系下,也有非游戏直播的业务。因此,在其游戏直播业务作价5亿美元,转让给斗鱼时,是不包括该部分业务的。而与斗鱼合并的这部分游戏直播业务,也将对其吸引更大量级的主播,有着非常积极的正面意义。这显然是腾讯精打细算、将利益最大化的方案。</p>\n<p><strong>腾讯成最大赢家,动了主播的奶酪</strong></p>\n<p>游戏直播作为内容平台之一,在很大程度上依赖有影响力的头部主播。斗鱼、虎牙合并后,虽然腾讯坐收渔利,成为了最大的赢家。但是主播却因此丧失了漫天要价的市场地位。</p>\n<p>众所周知,平台的用户一般会跟着主播走。一旦主播选择转战平台,用户出走也就成了家常便饭。因此,主播资源的竞争力,也决定了平台的竞争力。据小葫芦数据显示,9.2万头部主播中,斗鱼和虎牙依旧占去大半,拥有5万多头部主播,快手位列第三。</p>\n<p>尽管目前斗鱼与虎牙占有绝对优势,但是快手在主播生态方面的优势也不容忽视。据了解,快手在2019年7月,就开启了一轮“百万游戏创作者扶持计划”,打造优质的原生主播,平衡头部主播与腰部、尾部主播的影响力,从而形成良性的平台生态效应。</p>\n<p>加上其在短视频多年深耕的算法技术积累,也为视频生态内的用户转化,做足了铺垫,头部主播数量的增加,也将潜力巨大。甚至会挑战斗鱼、虎牙在主播资源上的霸主地位。</p>\n<p>只不过,因为游戏直播平台之间的竞争加剧,以及不断集中。让头部主播的选择空间越来越小,因此其议价权也在逐步丧失。因此,也有人戏称,这次合并让从事游戏直播的主播很受伤。</p>\n<p>过去,可能因为与某个平台合作,不尽人意,或者收益无法达到预期。会有其它平台高价挖墙脚,主播只需要坐地起价、待价而沽。但是现在,恐怕更多的主播需要自己主动拥抱更有发展潜力的游戏直播平台,自寻出路。而且,一旦游戏直播平台的头部主播阵容羽翼渐丰,甚至面临着新一轮的洗牌,而其过去获得的流量、资源扶持等优越地位也将岌岌可危。</p>\n<p>因此,直播与短视频作为当下最重要的两种内容形态,极力发展主播资源将是这类平台的共同目标,也将会让游戏产业发挥巨大的想象力。而且,如论如何,游戏版权资源、主播资源与终端用户资源的争夺,将永远不会停息。而因为腾讯、B站、快手、字节跳动等互联网头部企业的参与,让游戏直播行业变得更加充满变数,甚至让整个产业的未来也有若干可能。其竞争的结局,也将因为各个玩家独特的竞争力,变得捉摸不定。</p>\n<p><strong>结语</strong></p>\n<p>通过游戏直播平台之间的竞争,不难看出,商业化平台的竞争,从来都是行业生态的竞争。而对于游戏直播平台来说,围绕播主、优质直播内容、终端用户的多方运营,始终是不变的主题。任何一方的利益受损,都将影响整个平台生态的平衡。但是,在主播与用户资源的助长下,直播平台的势力也将直线上升,谁也无法保证,不会沦为平台要割掉的韭菜。</p>\n<p>而对于整个游戏产业来说,同样如此。似乎,唯有从上、中、下游进行全方位的布局,才能让平台获得最大程度的安全感,获得最大程度的竞争力,从而立于不败之地。</p>\n<p>因此,虎牙、都与才会在势均力敌、增长乏力的当下,告别互相攻击,选择坐到谈判桌,最终握手言和。而腾讯虽然是互联网行业的巨头,更是游戏产业的行家里手,一样面临外部竞争带来的压力与焦虑。这也不难理解,其极力撮合双方合并,打造生态闭环的根本原因。</p>\n<p>这一方面是因为,在游戏直播行业,腾讯并非没有对手。而在整个游戏产业,腾讯有着更大的野心。只是,有同样野心的,不只是腾讯,还有诸多后来者。而且,在游戏行业这个群雄逐鹿的肥沃土地,谁都有可能成为霸主。而谁能笑到最后,就能笑得最美。</p>\n\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>虎牙、斗鱼合并背后,腾讯笑了,主播哭了!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n虎牙、斗鱼合并背后,腾讯笑了,主播哭了!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-19 15:54 北京时间 <a href=https://www.lanjinger.com/d/145888><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投稿来源:于见\n近日,斗鱼、虎牙同时发布公告,正式官宣合并。非常明显,此举的幕后推手是双方的大股东腾讯。有消息表示,合并后,斗鱼将成为虎牙私有全资子公司,并从纳斯达克退市。而斗鱼CEO陈少杰将加入虎牙董事会,与虎牙董荣杰一同成为新公司的联席CEO。\n而原腾讯旗下直播平台企鹅电竞,将以5亿美元价格转让给斗鱼,再与虎牙合并。这样的神操作,也让双方的合并,看起来皆大欢喜。一方面是斗鱼在谈判桌上选择了妥协...</p>\n\n<a href=\"https://www.lanjinger.com/d/145888\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d4116d3f96f9c5bee5c1c6052fd44cbf","relate_stocks":{"DOYU":"斗鱼","00700":"腾讯控股","HUYA":"虎牙","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://www.lanjinger.com/d/145888","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2076372971","content_text":"投稿来源:于见\n近日,斗鱼、虎牙同时发布公告,正式官宣合并。非常明显,此举的幕后推手是双方的大股东腾讯。有消息表示,合并后,斗鱼将成为虎牙私有全资子公司,并从纳斯达克退市。而斗鱼CEO陈少杰将加入虎牙董事会,与虎牙董荣杰一同成为新公司的联席CEO。\n而原腾讯旗下直播平台企鹅电竞,将以5亿美元价格转让给斗鱼,再与虎牙合并。这样的神操作,也让双方的合并,看起来皆大欢喜。一方面是斗鱼在谈判桌上选择了妥协,以加入虎牙团队宣告合并成功,另一方面,也同时获得了企鹅电竞的部分掌控权,貌似得到了妥协后的补偿。\n事实上也是如此,明眼人都可以看出来,这次合并的结果是腾讯、斗鱼、虎牙三方共赢,天下归心。对于整个游戏直播行业来说,两大巨头的联手,着实动了一些人的奶酪,但是,也可能给整个行业带来新的格局,新的发展机会。\n只是,已有多家互联网头部企业涉足的游戏产业,未来会走向哪里,是否会因为这次合并,带来新一轮的资本厮杀与游戏直播资源的血拼,值得期待。\n叠加效应大于1+1?游戏直播行业风波又起\n从游戏直播的行业格局来分析,目前炙手可热的视频平台,快手及B站都有游戏直播的业务,而且实力也不容小觑。而游戏直播行业由来已久的双雄争霸局面,也随着斗鱼、虎牙的合并被打破,甚至可能演变为更大量级的平台竞争,新的三足鼎立的态势已然形成。\n尽管如此,从腾讯控股的虎牙、斗鱼自身的角度分析,本次合并,意义也十分重大。\n首先,从用户基数上,原本都无法与快手抗衡的数据,因为这次合并,可以重回头部阵营,与快手、B站决一雌雄。合并后拥有3亿用户的平台,也将因为其在品牌营销、市场运营、技术投入等方面,边际成本的降低,而使平台有了更大的盈利能力。\n其次,从平台营收上,因为合并前二者的目标用户群体、商业模式十分相近,而产生一加一大于二的规模效应。因为双方内容与用户的叠加甚至互补,也会带来更高的用户粘性与互动。\n再次,从平台价值上分析,原本因为用户量级的问题,双方都容易被广告客户所摒弃。但是由此带来的叠加效应,对于广告客户更有吸引力,由此带来的,也将是其广告部分收入的提升。\n因此,也有业内人士分析,因为虎牙、斗鱼相互制衡,长期僵持不下的游戏直播行业,又要战火重燃,掀开新一轮的腥风血雨。因为除了B站、快手等后来者,字节跳动旗下的头条系也对其虎视眈眈。字节跳动局部游戏也有时日,加上其抖音视频、直播的平台资源,其进驻游戏直播给其它玩家的压力,也如泰山压顶。头部玩家数量增多,游戏直播行业也将面临新的竞争格局。\n据了解,快手在游戏领域的布局,始于2019年下半年,且用户量成长速度惊人,据内部负责人透露,仅仅是今年5月份,游戏直播的月活用户已经超过2.2亿,相关短视频用户数更是超过3亿。值得一提的是,快手作为游戏直播的后来者,在用户数据上已经碾压了虎牙、斗鱼。而且,快手还手握KPL王者荣耀职业联赛的直播权,收购YTG战队,在王者荣耀职业联赛上崭露头角。\n与此同时,字节跳动也在轻度休闲的小游戏外,开始进行重度游戏的开发,并依靠抖音的巨大流量,进入到游戏发行、版权争夺等领域,可以预见,其布局电竞赛事、入局游戏直播也是迟早的事情。其在用户增长上的潜力,甚至可能不亚于快手。\n在游戏直播方面,B站一样没有停止进击的步伐,这通过其在各种电竞赛事与游戏主播上的重金投入,就可以窥见一般。据媒体报道,2020年以来,B站在游戏领域更是动作频频。\n5月份,B站以5000万的天价签下了昔日的“斗鱼一姐”冯提莫。7月份,B站举办了首届游戏新品发布会“你的幻想世界”,对外发布了11款游戏作品,各种IP级别的游戏给B站带来了丰厚的收益,也带来了更大量级的用户量。\n8月份,B站斥资8亿元拿下了《英雄联盟》全球总决赛中国赛区3年国内独家直播权,也吸引了英雄联盟众多头部播主及电竞选手入驻。这些动作,为B站短时间涌入大量的流量打下了根基,也让B站的游戏业务收入增势凶猛。\n游戏行业之所以如此多的头部玩家,其根本原因是这是一块肥肉。众所周知,游戏是腾讯的重要收入来源。有了这次几近完美的合并,腾讯将在整个游戏产业链,有了更大的话语权。\n无论是在游戏版权的掌控,还是在电竞赛事的主导,又或者在游戏直播平台的内容分发方面,腾讯在游戏产业的实力将进一步增强,也将给其它游戏玩家带来压力。只是,在这个多变的时代,谁还是终极的王者,尚不可知。但是可以预见,一场在游戏领域的战乱纷争即将烽烟再起。\n一山不容二虎,合并之后何去何从?\n从斗鱼和虎牙的过往发展史来对比,二者可谓旗鼓相当、不相上下。根据两者的2020年Q2财务数据显示,斗鱼2020年Q2平均MAU为1.653亿,2019年同期为1.628亿,增长1.5%;斗鱼移动端MAU为5840万,同比增长15.4%。二季度,斗鱼平均付费用户为760万,与一季度基本持平。虎牙财报数据显示,2020年Q2平均MAU为1.685亿,2019年同期为1.439亿,增长17.1%;移动端MAU增长35.2%达到7560万。二季度,虎牙总付费用户为620万,比一季度增长了10万。\n因此,新公司是否设立董事长,也将决定了合并之后公司的走向。当然,这必定是起幕后的大东家腾讯说了算。只是,按照腾讯投资并购的一贯风格,如果被投公司有较为完整的管理体系,不会过于强势的干涉公司“内政”。\n例如当初腾讯文学与盛大文学合并组建阅文集团便是如此,阅文集团依然是吴文辉团队的原班人马。但是要知道,目前腾讯通过收购各方股份的方式,将占有合并后新公司60%以上的投票权,成为名副其实的第一大股东。\n因此,尽管斗鱼、虎牙合并,却依然是联席CEO制度,一旦双方意见分歧严重,影响到新公司的发展前途,以腾讯的作风,派驻董事长亲自主持大局也不是不可能。\n早期,腾讯音乐与海洋集团旗下的酷我与酷狗音乐整合,组建腾讯音乐娱乐集团(TME)时,就是派驻QQ音乐社交网络事业部的负责人汤道生统领全局。因此,也有人预测,腾讯撮合下的斗鱼、虎牙合并,极有可能成为第二个TME。\n除了合并后新公司“谁当家”的问题,合并后依然会存在斗鱼、虎牙、企鹅电竞三个品牌,如何有效整合,进行品牌营销,将是新公司需要权衡利弊的现实问题。如果统一名牌,可能就要强化新品牌,弱化老品牌,开始新一轮的品牌宣传,其代价也必然时十分巨大的。\n而如果继续保留旗下的各个品牌,进行独立运营,虽然会短期内保住各自品牌的基础用户群,那么对于整体品牌的稀释所带来的影响,也是不容忽视的。因此,着取决于这起合并背后,多方力量的博弈与较量,直到最终达成一种有效的内部平衡。\n除此以外,腾讯主导的这次并购,企鹅电竞也有参与,如何对该部分的利益进行再分配,也值得关注。据了解,企鹅电竞体系下,也有非游戏直播的业务。因此,在其游戏直播业务作价5亿美元,转让给斗鱼时,是不包括该部分业务的。而与斗鱼合并的这部分游戏直播业务,也将对其吸引更大量级的主播,有着非常积极的正面意义。这显然是腾讯精打细算、将利益最大化的方案。\n腾讯成最大赢家,动了主播的奶酪\n游戏直播作为内容平台之一,在很大程度上依赖有影响力的头部主播。斗鱼、虎牙合并后,虽然腾讯坐收渔利,成为了最大的赢家。但是主播却因此丧失了漫天要价的市场地位。\n众所周知,平台的用户一般会跟着主播走。一旦主播选择转战平台,用户出走也就成了家常便饭。因此,主播资源的竞争力,也决定了平台的竞争力。据小葫芦数据显示,9.2万头部主播中,斗鱼和虎牙依旧占去大半,拥有5万多头部主播,快手位列第三。\n尽管目前斗鱼与虎牙占有绝对优势,但是快手在主播生态方面的优势也不容忽视。据了解,快手在2019年7月,就开启了一轮“百万游戏创作者扶持计划”,打造优质的原生主播,平衡头部主播与腰部、尾部主播的影响力,从而形成良性的平台生态效应。\n加上其在短视频多年深耕的算法技术积累,也为视频生态内的用户转化,做足了铺垫,头部主播数量的增加,也将潜力巨大。甚至会挑战斗鱼、虎牙在主播资源上的霸主地位。\n只不过,因为游戏直播平台之间的竞争加剧,以及不断集中。让头部主播的选择空间越来越小,因此其议价权也在逐步丧失。因此,也有人戏称,这次合并让从事游戏直播的主播很受伤。\n过去,可能因为与某个平台合作,不尽人意,或者收益无法达到预期。会有其它平台高价挖墙脚,主播只需要坐地起价、待价而沽。但是现在,恐怕更多的主播需要自己主动拥抱更有发展潜力的游戏直播平台,自寻出路。而且,一旦游戏直播平台的头部主播阵容羽翼渐丰,甚至面临着新一轮的洗牌,而其过去获得的流量、资源扶持等优越地位也将岌岌可危。\n因此,直播与短视频作为当下最重要的两种内容形态,极力发展主播资源将是这类平台的共同目标,也将会让游戏产业发挥巨大的想象力。而且,如论如何,游戏版权资源、主播资源与终端用户资源的争夺,将永远不会停息。而因为腾讯、B站、快手、字节跳动等互联网头部企业的参与,让游戏直播行业变得更加充满变数,甚至让整个产业的未来也有若干可能。其竞争的结局,也将因为各个玩家独特的竞争力,变得捉摸不定。\n结语\n通过游戏直播平台之间的竞争,不难看出,商业化平台的竞争,从来都是行业生态的竞争。而对于游戏直播平台来说,围绕播主、优质直播内容、终端用户的多方运营,始终是不变的主题。任何一方的利益受损,都将影响整个平台生态的平衡。但是,在主播与用户资源的助长下,直播平台的势力也将直线上升,谁也无法保证,不会沦为平台要割掉的韭菜。\n而对于整个游戏产业来说,同样如此。似乎,唯有从上、中、下游进行全方位的布局,才能让平台获得最大程度的安全感,获得最大程度的竞争力,从而立于不败之地。\n因此,虎牙、都与才会在势均力敌、增长乏力的当下,告别互相攻击,选择坐到谈判桌,最终握手言和。而腾讯虽然是互联网行业的巨头,更是游戏产业的行家里手,一样面临外部竞争带来的压力与焦虑。这也不难理解,其极力撮合双方合并,打造生态闭环的根本原因。\n这一方面是因为,在游戏直播行业,腾讯并非没有对手。而在整个游戏产业,腾讯有着更大的野心。只是,有同样野心的,不只是腾讯,还有诸多后来者。而且,在游戏行业这个群雄逐鹿的肥沃土地,谁都有可能成为霸主。而谁能笑到最后,就能笑得最美。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309767035,"gmtCreate":1602778450627,"gmtModify":1703827955157,"author":{"id":"301704333880063","authorId":"301704333880063","name":"慕尼黑一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmL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href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a>反正我觉得名创优品没啥用户粘性,基本都是瞎逛瞎买,低端,海外扩张如果能靠国外疫情消费降级做上东风还好,国内市场我觉得就这样,不好不坏,便宜货还不如直接去拼多多上买,不一定能维持住高店租的利润","listText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a>反正我觉得名创优品没啥用户粘性,基本都是瞎逛瞎买,低端,海外扩张如果能靠国外疫情消费降级做上东风还好,国内市场我觉得就这样,不好不坏,便宜货还不如直接去拼多多上买,不一定能维持住高店租的利润","text":"$名创优品(MNSO)$反正我觉得名创优品没啥用户粘性,基本都是瞎逛瞎买,低端,海外扩张如果能靠国外疫情消费降级做上东风还好,国内市场我觉得就这样,不好不坏,便宜货还不如直接去拼多多上买,不一定能维持住高店租的利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309767035","isVote":1,"tweetType":1,"viewCount":1564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976716566,"gmtCreate":1599842456255,"gmtModify":1703819925298,"author":{"id":"301704333880063","authorId":"301704333880063","name":"慕尼黑一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>b站我觉得短期有风险,最近对于上面涉黄舆论影响有点大,而且b站上面的尺度确实远超斗鱼虎牙抖音等平台,感觉有被文化部警告整改的可能,有这个劫数,如果能在警告前自行纠错安然度过还好","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>b站我觉得短期有风险,最近对于上面涉黄舆论影响有点大,而且b站上面的尺度确实远超斗鱼虎牙抖音等平台,感觉有被文化部警告整改的可能,有这个劫数,如果能在警告前自行纠错安然度过还好","text":"$哔哩哔哩(BILI)$b站我觉得短期有风险,最近对于上面涉黄舆论影响有点大,而且b站上面的尺度确实远超斗鱼虎牙抖音等平台,感觉有被文化部警告整改的可能,有这个劫数,如果能在警告前自行纠错安然度过还好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/976716566","isVote":1,"tweetType":1,"viewCount":3834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973714827,"gmtCreate":1598622722269,"gmtModify":1704219890165,"author":{"id":"301704333880063","authorId":"301704333880063","name":"慕尼黑一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感觉有点不务正业,打入了一个莫名其妙的领域,新浪首先电商基因就不太行,而且这行业,直接竞争对手也不弱,还有拼多多这种本身就有百亿补贴潮鞋的传统电商,怎么看都非常难切入","listText":"感觉有点不务正业,打入了一个莫名其妙的领域,新浪首先电商基因就不太行,而且这行业,直接竞争对手也不弱,还有拼多多这种本身就有百亿补贴潮鞋的传统电商,怎么看都非常难切入","text":"感觉有点不务正业,打入了一个莫名其妙的领域,新浪首先电商基因就不太行,而且这行业,直接竞争对手也不弱,还有拼多多这种本身就有百亿补贴潮鞋的传统电商,怎么看都非常难切入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973714827","repostId":"2062445673","repostType":2,"repost":{"id":"2062445673","pubTimestamp":1598599375,"share":"https://www.laohu8.com/m/news/2062445673?lang=&edition=full","pubTime":"2020-08-28 15:22","market":"hk","language":"zh","title":"新浪分期10亿潮鞋补贴计划引爆网络 打造潮流圈拼多多?","url":"https://stock-news.laohu8.com/highlight/detail?id=2062445673","media":"新浪科技","summary":"继百万年薪招聘潮鞋鉴真师后,新浪旗下潮流分期App新浪分期近日又现大动作。8月18日,新浪分期宣布一项针对注册用户的10亿补贴计划——在为期一个月时间内,通过收集鞋卡形式免费送出超过10万双潮鞋,包括","content":"<html><body><p>继百万年薪招聘潮鞋鉴真师后,<a href=\"https://laohu8.com/S/SINA\">新浪</a>旗下潮流分期App新浪分期近日又现大动作。8月18日,新浪分期宣布一项针对注册用户的10亿补贴计划——在为期一个月时间内,通过收集鞋卡形式免费送出超过10万双潮鞋,包括近年备受收藏达人追捧的AJ、椰子、蓝丝绸、绿龙虾等稀缺款。活动旋即在潮流圈火爆扩散,上线不到一周,累计参与用户已达1000万+,平均每天免费发送潮鞋3000双,成为潮流电商圈今年来最受关注的活动。</p>\n<p>潮流电商崛起的背后,是国内潮鞋售卖行业生态的变革。近年来,随着千禧一代的成熟以及消费升级需求的旺盛,潮鞋以其独特的文化内涵和时尚属性席卷全球,形成庞大的交易市场。2019年,全球二手球鞋市场规模已达到60亿美元,而中国二级球鞋转售市场也早已突破百亿大关。“潮流电商领域第一大品类”也很好诠释了潮鞋在年轻消费者心中的地位。因其对年轻用户的广泛吸引力以及交易型市场的逐渐形成,潮流电商平台也成为目前最受资本看好的几个赛道之一。</p>\n<p><strong>悄然布局 搭建潮流电商全链路服务体系</strong></p>\n<p>相较于其他潮流电商平台的高调营销,新浪分期在此前潮流圈可谓寂寂无闻。直到今年初,“百万年薪招聘首席潮鞋鉴真官”的新闻登上热门话题,新浪分期才首次引起业内关注,其背后的布局也逐渐浮出水面。据悉,新浪分期在潮流鉴定领域已经初步搭建起由50+位业内专业鉴定师组成的线下鉴定团队,在B2C和C2B2C业务中担任商品入库后的质检及鉴定工作,建立严格的识别防伪体系;同时,在线上鉴定环节中与有着多年经验和业内良好口碑的GET团队展开线上鉴定业务合作,通过用户上传实物照片、短视频的方式进行在线验真。在线上、线下两重鉴定环节保障下确保平台商品的正品体验。目前,新浪分期平均每日可鉴定商品10000件,已具备业内领先的鉴定水准。</p>\n<p>此外,新浪分期还在上海自建一万余平米的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>仓配系统,按功能划分为质检区、鉴定区、储存区等8大区域,按业务分为C2B2C、B2C区域,除质检鉴定部分几乎全部实现自动化作业,其中储存区由专为潮流商品量身配置的“低位仓”组成,保证货品在储存搬运中不受到任何破损。仅潮鞋品类就可同时容纳超过20万双,确保在最短时间内完成从下单到配送的过程。</p>\n<div sax-type=\"proxy\"></div><p><strong>深挖社交裂变 欲打造潮流圈<a href=\"https://laohu8.com/S/PDD\">拼多多</a>?</strong></p>\n<p>随着供应链体系的完备,进入下半年新浪分期也开始在用户端逐步发力。818节当天,新浪分期突然宣布一项10亿潮鞋补贴计划,首个营销活动就计划单月活动中送出10万双潮鞋。有趣的是,这场“白送”活动也并非全无门槛,需要用户在时限内完成集卡动作,用户既可通过微信、<a href=\"https://laohu8.com/S/WB\">微博</a>等社交完成分享收集卡牌,也能通过App内社交广场参与其他用户的博弈交换,具有非常刺激的体验感。而这种社交玩法似乎也赢得了用户的认可,仅8月21日,匹配广场集鞋卡相关的互动内容就超过5万条,每小时平均新增2千条新帖。活动开启不到一周,新浪分期的微信指数也由活动前的日均7万暴涨至349万,周环比增长超过5000%。</p>\n<p>电商巨头拼多多曾依靠社交裂变崛起,在短时间内以低价和拼购俘获了大批五环外用户,社交玩法的创新功不可没,引领了一股电商跟随风潮,成为近几年电商领域的主流玩法之一。要通过社交分享打造口碑式传播,重要的是社交玩法的创新,让用户粘性和活跃度都能相对保持较高水平。新浪分期将时下流行的卡牌收集和低价拼购结合在一起极大地激起了年轻客群的兴趣,而背靠微博社交流量池也为后续更多玩法提供了足够的想象空间。</p>\n<p>在大众意识里,“价格高”是潮牌的天然属性,大部分潮流电商为了追求时尚潮酷属性,大多主打高价尖货,走“轻奢风”路线,动辄大几千、上万元的潮流单品让许多“五环外”的用户望“潮”莫及。新浪分期另辟蹊径,以平价潮品为切入点,除了最近热门的集卡免费换潮鞋活动外,还有“智能代抢”和“潮鞋原价购”等板块,通过技术和高额补贴为用户提供以原价购买溢价潮品的渠道,降低购买成本,在这其中用户只需要完成社交分享等操作。这种以社交分享为导向、以补贴实现低价的个性化玩法显然与拼多多更为相似,对“五环外”的大众潮流用户更加友好。</p>\n<p>在经济内循环大背景下,占领下沉市场份额已经成为各大电商平台不明而喻的核心策略,消费金融能够有效帮助释放下沉市场消费潜能。依托于完备的消费金融体系,新浪分期主打的分期消费功能一直颇受好评。据新浪分期提供的数据,2019年分期订单量占新浪分期全年总购物交易订单的90%以上。合理的分期消费能够缓解消费压力,也更容易吸引年轻用户,这无疑会为新浪分期走向“潮圈拼多多”之路提供加持。在各行业快速变革的当下,新浪分期能否在这次出圈之后持续快速发展,有待时间验证。业内分析人士认为,潮流电商赛道在未来几年的竞争将会更加激烈。截至目前,新浪分期在App STORE电商类App排名蹿升至第13名,IOS系统7天内新增下载量超过200万次。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新浪分期10亿潮鞋补贴计划引爆网络 打造潮流圈拼多多?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新浪分期10亿潮鞋补贴计划引爆网络 打造潮流圈拼多多?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-28 15:22 北京时间 <a href=https://tech.sina.cn/i/gn/2020-08-28/detail-iivhvpwy3591927.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继百万年薪招聘潮鞋鉴真师后,新浪旗下潮流分期App新浪分期近日又现大动作。8月18日,新浪分期宣布一项针对注册用户的10亿补贴计划——在为期一个月时间内,通过收集鞋卡形式免费送出超过10万双潮鞋,包括近年备受收藏达人追捧的AJ、椰子、蓝丝绸、绿龙虾等稀缺款。活动旋即在潮流圈火爆扩散,上线不到一周,累计参与用户已达1000万+,平均每天免费发送潮鞋3000双,成为潮流电商圈今年来最受关注的活动。\n...</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2020-08-28/detail-iivhvpwy3591927.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20200828/596d-iyhvyva6944175.jpg/w120h90l50t19e0.jpg","relate_stocks":{"PDD":"拼多多"},"source_url":"https://tech.sina.cn/i/gn/2020-08-28/detail-iivhvpwy3591927.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2062445673","content_text":"继百万年薪招聘潮鞋鉴真师后,新浪旗下潮流分期App新浪分期近日又现大动作。8月18日,新浪分期宣布一项针对注册用户的10亿补贴计划——在为期一个月时间内,通过收集鞋卡形式免费送出超过10万双潮鞋,包括近年备受收藏达人追捧的AJ、椰子、蓝丝绸、绿龙虾等稀缺款。活动旋即在潮流圈火爆扩散,上线不到一周,累计参与用户已达1000万+,平均每天免费发送潮鞋3000双,成为潮流电商圈今年来最受关注的活动。\n潮流电商崛起的背后,是国内潮鞋售卖行业生态的变革。近年来,随着千禧一代的成熟以及消费升级需求的旺盛,潮鞋以其独特的文化内涵和时尚属性席卷全球,形成庞大的交易市场。2019年,全球二手球鞋市场规模已达到60亿美元,而中国二级球鞋转售市场也早已突破百亿大关。“潮流电商领域第一大品类”也很好诠释了潮鞋在年轻消费者心中的地位。因其对年轻用户的广泛吸引力以及交易型市场的逐渐形成,潮流电商平台也成为目前最受资本看好的几个赛道之一。\n悄然布局 搭建潮流电商全链路服务体系\n相较于其他潮流电商平台的高调营销,新浪分期在此前潮流圈可谓寂寂无闻。直到今年初,“百万年薪招聘首席潮鞋鉴真官”的新闻登上热门话题,新浪分期才首次引起业内关注,其背后的布局也逐渐浮出水面。据悉,新浪分期在潮流鉴定领域已经初步搭建起由50+位业内专业鉴定师组成的线下鉴定团队,在B2C和C2B2C业务中担任商品入库后的质检及鉴定工作,建立严格的识别防伪体系;同时,在线上鉴定环节中与有着多年经验和业内良好口碑的GET团队展开线上鉴定业务合作,通过用户上传实物照片、短视频的方式进行在线验真。在线上、线下两重鉴定环节保障下确保平台商品的正品体验。目前,新浪分期平均每日可鉴定商品10000件,已具备业内领先的鉴定水准。\n此外,新浪分期还在上海自建一万余平米的智能仓配系统,按功能划分为质检区、鉴定区、储存区等8大区域,按业务分为C2B2C、B2C区域,除质检鉴定部分几乎全部实现自动化作业,其中储存区由专为潮流商品量身配置的“低位仓”组成,保证货品在储存搬运中不受到任何破损。仅潮鞋品类就可同时容纳超过20万双,确保在最短时间内完成从下单到配送的过程。\n深挖社交裂变 欲打造潮流圈拼多多?\n随着供应链体系的完备,进入下半年新浪分期也开始在用户端逐步发力。818节当天,新浪分期突然宣布一项10亿潮鞋补贴计划,首个营销活动就计划单月活动中送出10万双潮鞋。有趣的是,这场“白送”活动也并非全无门槛,需要用户在时限内完成集卡动作,用户既可通过微信、微博等社交完成分享收集卡牌,也能通过App内社交广场参与其他用户的博弈交换,具有非常刺激的体验感。而这种社交玩法似乎也赢得了用户的认可,仅8月21日,匹配广场集鞋卡相关的互动内容就超过5万条,每小时平均新增2千条新帖。活动开启不到一周,新浪分期的微信指数也由活动前的日均7万暴涨至349万,周环比增长超过5000%。\n电商巨头拼多多曾依靠社交裂变崛起,在短时间内以低价和拼购俘获了大批五环外用户,社交玩法的创新功不可没,引领了一股电商跟随风潮,成为近几年电商领域的主流玩法之一。要通过社交分享打造口碑式传播,重要的是社交玩法的创新,让用户粘性和活跃度都能相对保持较高水平。新浪分期将时下流行的卡牌收集和低价拼购结合在一起极大地激起了年轻客群的兴趣,而背靠微博社交流量池也为后续更多玩法提供了足够的想象空间。\n在大众意识里,“价格高”是潮牌的天然属性,大部分潮流电商为了追求时尚潮酷属性,大多主打高价尖货,走“轻奢风”路线,动辄大几千、上万元的潮流单品让许多“五环外”的用户望“潮”莫及。新浪分期另辟蹊径,以平价潮品为切入点,除了最近热门的集卡免费换潮鞋活动外,还有“智能代抢”和“潮鞋原价购”等板块,通过技术和高额补贴为用户提供以原价购买溢价潮品的渠道,降低购买成本,在这其中用户只需要完成社交分享等操作。这种以社交分享为导向、以补贴实现低价的个性化玩法显然与拼多多更为相似,对“五环外”的大众潮流用户更加友好。\n在经济内循环大背景下,占领下沉市场份额已经成为各大电商平台不明而喻的核心策略,消费金融能够有效帮助释放下沉市场消费潜能。依托于完备的消费金融体系,新浪分期主打的分期消费功能一直颇受好评。据新浪分期提供的数据,2019年分期订单量占新浪分期全年总购物交易订单的90%以上。合理的分期消费能够缓解消费压力,也更容易吸引年轻用户,这无疑会为新浪分期走向“潮圈拼多多”之路提供加持。在各行业快速变革的当下,新浪分期能否在这次出圈之后持续快速发展,有待时间验证。业内分析人士认为,潮流电商赛道在未来几年的竞争将会更加激烈。截至目前,新浪分期在App STORE电商类App排名蹿升至第13名,IOS系统7天内新增下载量超过200万次。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940476494,"gmtCreate":1594045260418,"gmtModify":1704203695183,"author":{"id":"301704333880063","authorId":"301704333880063","name":"慕尼黑一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WB\">$微博(WB)$</a>微博估计是想私有化回国上市吃国内红利,这美股的估值,腾讯出2倍市值把微博收购了估计都舍得","listText":"<a 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多这电话会议ppt还不如我做的,服了","text":"$拼多多(PDD)$拼多多这电话会议ppt还不如我做的,服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/965633812","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913513535,"gmtCreate":1577720339727,"gmtModify":1704336187154,"author":{"id":"301704333880063","authorId":"301704333880063","name":"慕尼黑一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"B站花出去的这8-9亿,绝对赚不回来,但是可以在流量上做文章,表现出流量暴增或者新用户暴增的假象,编个漂亮的用户数据财报吃一波韭菜","listText":"B站花出去的这8-9亿,绝对赚不回来,但是可以在流量上做文章,表现出流量暴增或者新用户暴增的假象,编个漂亮的用户数据财报吃一波韭菜","text":"B站花出去的这8-9亿,绝对赚不回来,但是可以在流量上做文章,表现出流量暴增或者新用户暴增的假象,编个漂亮的用户数据财报吃一波韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/913513535","repostId":"1995700985","repostType":2,"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":910547668,"gmtCreate":1576076381854,"gmtModify":1704271208562,"author":{"id":"301704333880063","authorId":"301704333880063","name":"慕尼黑一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 其实吧,讨论瑞幸有没有存在价值本来就很可笑,星巴克10块钱成本的咖啡卖30,还不允许别人10块钱的咖啡卖15咯?瑞幸和星巴克,就好比小米对苹果,中国特色社会主义","text":"$瑞幸咖啡(LK)$ 其实吧,讨论瑞幸有没有存在价值本来就很可笑,星巴克10块钱成本的咖啡卖30,还不允许别人10块钱的咖啡卖15咯?瑞幸和星巴克,就好比小米对苹果,中国特色社会主义","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/910547668","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309767035,"gmtCreate":1602778450627,"gmtModify":1703827955157,"author":{"id":"301704333880063","authorId":"301704333880063","name":"慕尼黑一哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a>反正我觉得名创优品没啥用户粘性,基本都是瞎逛瞎买,低端,海外扩张如果能靠国外疫情消费降级做上东风还好,国内市场我觉得就这样,不好不坏,便宜货还不如直接去拼多多上买,不一定能维持住高店租的利润","listText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a>反正我觉得名创优品没啥用户粘性,基本都是瞎逛瞎买,低端,海外扩张如果能靠国外疫情消费降级做上东风还好,国内市场我觉得就这样,不好不坏,便宜货还不如直接去拼多多上买,不一定能维持住高店租的利润","text":"$名创优品(MNSO)$反正我觉得名创优品没啥用户粘性,基本都是瞎逛瞎买,低端,海外扩张如果能靠国外疫情消费降级做上东风还好,国内市场我觉得就这样,不好不坏,便宜货还不如直接去拼多多上买,不一定能维持住高店租的利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309767035","isVote":1,"tweetType":1,"viewCount":1564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}