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很酷不说话
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开到荼蘼Zzz
2021-03-09
在哪里看板块热力图
@小虎助手
开到荼蘼Zzz
2019-12-16
$Amneal Pharmaceuticals, Inc.(AMRX)$
hello
开到荼蘼Zzz
2019-12-16
$Axsome Therapeutics, Inc.(AXSM)$
hello
开到荼蘼Zzz
2019-12-16
$Axsome Therapeutics, Inc.(AXSM)$
最近有点准,哈哈哈我又在
开到荼蘼Zzz
2019-12-12
$Amneal Pharmaceuticals, Inc.(AMRX)$
被验证了的预期,还好没跑哈哈哈哈
开到荼蘼Zzz
2019-04-16
不知道大家有没有关注到三星折叠屏热搜 会有新一轮的消费驱动吗? 有什么好机会?
开到荼蘼Zzz
2019-01-15
$Tilray Inc.(TLRY)$ 看看后半夜,觉得会反弹
开到荼蘼Zzz
2018-09-20
$Tilray Inc.(TLRY)$ 平淡的市场需要题材和想象力,无敌是多么的寂寞
开到荼蘼Zzz
2018-09-19
$Tilray Inc.(TLRY)$ 中国翻译:肥宅快乐草? 好刺激啊!
开到荼蘼Zzz
2018-06-21
心情💢
$宜人贷(YRD)$ 盘面和心情一样没有主线
心情💢
开到荼蘼Zzz
2018-06-06
同一种业务不同的定位
$虎牙(HUYA)$ 做直播的多了,YY定义的是秀场,虎牙定义的是游戏。如果还不够有体感,你去看下两个社区的用户怎么写评论。庄肯定有庄,但大趋势不是没有。之前写过文章从没有数据分析的角度看虎牙招股说明书。
同一种业务不同的定位
开到荼蘼Zzz
2018-05-30
又跑了,
$虎牙(HUYA)$ 好险。今夜诸事不宜
又跑了,
开到荼蘼Zzz
2018-05-27
猪能飞多远,取决于平台和网红达人机构的利益协同——虎牙招
$虎牙(HUYA)$ 猪能飞多远,取决于直播平台和网红达人机构的利益协同——虎牙招股说明书随笔 周末看完虎牙2018年2月的初步招股说明书,觉得公司所在的行业是个好行业,但招股说明书似乎有避重就轻之嫌。 招股说明书的几个关键利好论证和数据是:虎牙2017毛利润扭亏为盈,游戏行业牛逼的用户增长同比,直播行业牛博的用户增长同比(具体数据不赘述,论坛里各虎友已有论述,可翻阅。)。同时在平台发展所面临潜在风险和挑战主要归结于政府监管政策和YY的控股关系。 然而,笔者觉得这份招股说明书避重就轻,并没有现阶段直播平台的发展核心要素摆在大家面前。即,直播平台和网红达人机构到底将如何进行利益协同。短视频、直播领域风口正盛,其背景是普通人民群众日益千篇一律的日常生活与求新、猎奇的精神需求的突出矛盾,短视频、直播通过达人、网红把无奇不有的大千世界用技术的手段低成本的共享给用户,并通过直播平台收割普通群众注意力的方式进行价值变现。所以,看到论坛里有虎友戏谑,大主播的年收入都过亿,作为平台的虎牙2017年年毛利润刚扭亏为盈值得炫耀吗? 查了查虎牙的招股说明书,里面对网红合作的费用支持这块并无描述,甚至在支出费用里也是常规的技术研发、市场营销、行政费用三项。短视频和直播行业现阶段核心发展要素是优质内容的持续输出,所以平台的快速发展对产出优质内容的网红达人机构有绝对依赖,但是这点没有在招股说明书里详细说明,反而在风险里反复论证政策监管和YY控股关系,似有比重就轻之嫌。 那么解决直播平台和网红达人机构利益协同的关键在哪?笔者觉得应该是丰富化网红达人机构的变现途径,另一方面自建内容运营团队或网红经济运营团队。变现途径可以参考阿里系网红电商,而网红经济运营团队会不会随着游戏电竞的发展,而出现网红转会类似这样的业务?(大家可以关注下招股说明书理由一个other income) 好了,这是一篇不分析数据的招股
猪能飞多远,取决于平台和网红达人机构的利益协同——虎牙招
开到荼蘼Zzz
2018-05-17
跑掉了小亏
$虎牙(HUYA)$ 跑的还快…
跑掉了小亏
开到荼蘼Zzz
2018-04-17
正股收益
$新濠博亚娱乐(MLCO)$ 此刻,没有看法
正股收益
开到荼蘼Zzz
2018-04-11
想必大家是听了大大发言,进口汽车搞起来
$特斯拉(TSLA)$ 😂
想必大家是听了大大发言,进口汽车搞起来
开到荼蘼Zzz
2018-04-05
暂别momo
$陌陌(MOMO)$ 暂别
暂别momo
开到荼蘼Zzz
2018-03-21
40立个帖
$陌陌(MOMO)$ -。-
40立个帖
开到荼蘼Zzz
2018-03-14
感觉今天有戏
$陌陌(MOMO)$ 比宜人贷财报还有戏😂
感觉今天有戏
开到荼蘼Zzz
2018-03-14
感觉今天有戏,比看宜人贷的财报还有戏
我今天话唠了
感觉今天有戏,比看宜人贷的财报还有戏
去老虎APP查看更多动态
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被验证了的预期,还好没跑哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/910477426","isVote":1,"tweetType":1,"viewCount":2778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900026213,"gmtCreate":1555424171232,"gmtModify":1704798521782,"author":{"id":"3439034099963121","authorId":"3439034099963121","name":"开到荼蘼Zzz","avatar":"https://static.laohu8.com/ce8bf5643a01af0ce1f18b8ed6536be0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439034099963121","authorIdStr":"3439034099963121"},"themes":[],"htmlText":"不知道大家有没有关注到三星折叠屏热搜 会有新一轮的消费驱动吗? 有什么好机会?","listText":"不知道大家有没有关注到三星折叠屏热搜 会有新一轮的消费驱动吗? 有什么好机会?","text":"不知道大家有没有关注到三星折叠屏热搜 会有新一轮的消费驱动吗? 有什么好机会?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900026213","isVote":1,"tweetType":1,"viewCount":1828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379497,"gmtCreate":1547564274534,"gmtModify":1704786881832,"author":{"id":"3439034099963121","authorId":"3439034099963121","name":"开到荼蘼Zzz","avatar":"https://static.laohu8.com/ce8bf5643a01af0ce1f18b8ed6536be0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439034099963121","authorIdStr":"3439034099963121"},"themes":[],"htmlText":"$Tilray Inc.(TLRY)$ 看看后半夜,觉得会反弹","listText":"$Tilray Inc.(TLRY)$ 看看后半夜,觉得会反弹","text":"$Tilray Inc.(TLRY)$ 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3、消费生活:较之一线城市的网红,五线城市的kol则是生活在现实中的“富裕朋友”。他们用多套房产、出国旅途(东南亚)、进口美妆(后和雅诗兰黛提及率很高)名牌汽车(不得不说奥迪很多)、智能家居(","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":9,"commentSize":35,"repostSize":0,"link":"https://laohu8.com/post/160973","isVote":1,"tweetType":1,"viewCount":5218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"57168566425053","authorId":"57168566425053","name":"为你动心","avatar":"https://static.laohu8.com/c8355eac92b31c3333438c5249fc17fc","crmLevel":5,"crmLevelSwitch":0,"idStr":"57168566425053","authorIdStr":"57168566425053"},"content":"作者说的比较具体,那就是说小城市 家庭多数都至少有2套以上的房产,能不能怎么说现在住房基本够用,随着时间推移,上一辈人故去,房产必有空置,二手房比较有多余,房产的价值将会下降(不是房价,房价涉及到天朝的印钞速度),能否可以这么说小城市投资房产不是很好的途径。 社交方面:移动网络覆盖率进一步加强,能变现的网络公司将强者恒强比如腾讯 消费随着物质生活的逐渐满足,旅游将进一步扩大,那么中国的相关旅游股份将有很好的发展空间。","text":"作者说的比较具体,那就是说小城市 家庭多数都至少有2套以上的房产,能不能怎么说现在住房基本够用,随着时间推移,上一辈人故去,房产必有空置,二手房比较有多余,房产的价值将会下降(不是房价,房价涉及到天朝的印钞速度),能否可以这么说小城市投资房产不是很好的途径。 社交方面:移动网络覆盖率进一步加强,能变现的网络公司将强者恒强比如腾讯 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4、稳定,有变现能力的流量入口值5亿美刀嘛? 好了","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":3,"commentSize":42,"repostSize":0,"link":"https://laohu8.com/post/161593","isVote":1,"tweetType":1,"viewCount":3696,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"138442049989269","authorId":"138442049989269","name":"机构猎杀者","avatar":"https://static.tigerbbs.com/11f0a48f05dbb18dff634cd365cc2d2d","crmLevel":1,"crmLevelSwitch":0,"idStr":"138442049989269","authorIdStr":"138442049989269"},"content":"烟雾弹而已,庄家既然愿意放就是为了拉升股价,未来的预期难道一定就很好,不见得吧!","text":"烟雾弹而已,庄家既然愿意放就是为了拉升股价,未来的预期难道一定就很好,不见得吧!","html":"烟雾弹而已,庄家既然愿意放就是为了拉升股价,未来的预期难道一定就很好,不见得吧!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":85206,"gmtCreate":1502813178628,"gmtModify":1704880132028,"author":{"id":"3439034099963121","authorId":"3439034099963121","name":"开到荼蘼Zzz","avatar":"https://static.laohu8.com/ce8bf5643a01af0ce1f18b8ed6536be0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439034099963121","authorIdStr":"3439034099963121"},"themes":[],"title":"情怀归情怀,问题还是不赚钱","htmlText":"$京东(JD)$今天看戏,外加码字——— 那么一份看似靓丽的Q2成绩单问题到底出在哪? 可以具体来看看一下Q2的财报数据:17Q2的GMV2348亿(同比增速46.4%)营收932亿(43.6%),运营费用总计936亿(包含营收成本、履约费用、市场营销费、研发、行政费用等,营收费用统一增速43.9%)。 问题就来了,运营费用同比增速大于营收增速,有618大促(全年京东东大促主场)的Q2居然辛辛苦苦不挣钱! 再细细来看,运营费用中市场营销费用的同比增速居然高达63.3%。这是一个什么样的概念呢?就是说收钱的速度抵不上我广告花钱的速度,60%的营销费用增速超过同期营收增速近20%左右只可以用失控来形容吧。 另外,如果还说大促期间就应该鼓励多花钱,那么我们又可以对比一下16Q2marketing的水平,16Q2的marketing的同比在31%左右。结合去年同期同费用和今年同期营收费用的增速来看,我觉得从marketing这个费用的同比增速来看,简直是失控了。 那么为什么这个费用失控了,结合JD自己的招股说明书和财报分析师会议的内容我觉得可能能找到一些思路:记得JD在招股说明书里有一个风险提示(这个部分前面几条还是可以看看的,后面啊就扯到什么的太宏观的东西,我觉得纯属是应付SEC?)。这个风险提示大概的意思是这样的说的,以后面激烈的竞争可能会让JD的盈利有一些不确定的因素。显然,JD还是做了一些客观的陈述,知道自己干的好不好也不完完全全取决于自己了,毕竟和竞对打起贴身肉搏也是除了打打口水仗(经常包装所谓的行业/友商口径GMV)也没太多的底气。 那么这些失控的Marketing的费用花到哪里去了,可以在分析师会议上找到一些线索,Marketing的费用主要是是花在了站外广告、流量购买、营销优惠券等。其实分析师会议提到的京百计划,没有那么高大上,个人并不接受合作是为了提供更好的用户体","listText":"$京东(JD)$今天看戏,外加码字——— 那么一份看似靓丽的Q2成绩单问题到底出在哪? 可以具体来看看一下Q2的财报数据:17Q2的GMV2348亿(同比增速46.4%)营收932亿(43.6%),运营费用总计936亿(包含营收成本、履约费用、市场营销费、研发、行政费用等,营收费用统一增速43.9%)。 问题就来了,运营费用同比增速大于营收增速,有618大促(全年京东东大促主场)的Q2居然辛辛苦苦不挣钱! 再细细来看,运营费用中市场营销费用的同比增速居然高达63.3%。这是一个什么样的概念呢?就是说收钱的速度抵不上我广告花钱的速度,60%的营销费用增速超过同期营收增速近20%左右只可以用失控来形容吧。 另外,如果还说大促期间就应该鼓励多花钱,那么我们又可以对比一下16Q2marketing的水平,16Q2的marketing的同比在31%左右。结合去年同期同费用和今年同期营收费用的增速来看,我觉得从marketing这个费用的同比增速来看,简直是失控了。 那么为什么这个费用失控了,结合JD自己的招股说明书和财报分析师会议的内容我觉得可能能找到一些思路:记得JD在招股说明书里有一个风险提示(这个部分前面几条还是可以看看的,后面啊就扯到什么的太宏观的东西,我觉得纯属是应付SEC?)。这个风险提示大概的意思是这样的说的,以后面激烈的竞争可能会让JD的盈利有一些不确定的因素。显然,JD还是做了一些客观的陈述,知道自己干的好不好也不完完全全取决于自己了,毕竟和竞对打起贴身肉搏也是除了打打口水仗(经常包装所谓的行业/友商口径GMV)也没太多的底气。 那么这些失控的Marketing的费用花到哪里去了,可以在分析师会议上找到一些线索,Marketing的费用主要是是花在了站外广告、流量购买、营销优惠券等。其实分析师会议提到的京百计划,没有那么高大上,个人并不接受合作是为了提供更好的用户体","text":"$京东(JD)$今天看戏,外加码字——— 那么一份看似靓丽的Q2成绩单问题到底出在哪? 可以具体来看看一下Q2的财报数据:17Q2的GMV2348亿(同比增速46.4%)营收932亿(43.6%),运营费用总计936亿(包含营收成本、履约费用、市场营销费、研发、行政费用等,营收费用统一增速43.9%)。 问题就来了,运营费用同比增速大于营收增速,有618大促(全年京东东大促主场)的Q2居然辛辛苦苦不挣钱! 再细细来看,运营费用中市场营销费用的同比增速居然高达63.3%。这是一个什么样的概念呢?就是说收钱的速度抵不上我广告花钱的速度,60%的营销费用增速超过同期营收增速近20%左右只可以用失控来形容吧。 另外,如果还说大促期间就应该鼓励多花钱,那么我们又可以对比一下16Q2marketing的水平,16Q2的marketing的同比在31%左右。结合去年同期同费用和今年同期营收费用的增速来看,我觉得从marketing这个费用的同比增速来看,简直是失控了。 那么为什么这个费用失控了,结合JD自己的招股说明书和财报分析师会议的内容我觉得可能能找到一些思路:记得JD在招股说明书里有一个风险提示(这个部分前面几条还是可以看看的,后面啊就扯到什么的太宏观的东西,我觉得纯属是应付SEC?)。这个风险提示大概的意思是这样的说的,以后面激烈的竞争可能会让JD的盈利有一些不确定的因素。显然,JD还是做了一些客观的陈述,知道自己干的好不好也不完完全全取决于自己了,毕竟和竞对打起贴身肉搏也是除了打打口水仗(经常包装所谓的行业/友商口径GMV)也没太多的底气。 那么这些失控的Marketing的费用花到哪里去了,可以在分析师会议上找到一些线索,Marketing的费用主要是是花在了站外广告、流量购买、营销优惠券等。其实分析师会议提到的京百计划,没有那么高大上,个人并不接受合作是为了提供更好的用户体","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":8,"commentSize":34,"repostSize":0,"link":"https://laohu8.com/post/85206","isVote":1,"tweetType":1,"viewCount":3628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458435873058194","authorId":"3458435873058194","name":"OwenLee","avatar":"https://static.laohu8.com/cc93c32785f9d4cc6d90270f622d3fb0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3458435873058194","authorIdStr":"3458435873058194"},"content":"电商对现在的投资人而言吸引力本就不大,再加上截至目前为止可谓毫无盈利可言,即使是因为一直在加大投资项目导致毫无盈利,那投资人也会更加严厉审视其所投资的项目未来性效益如何?在此接近紧绷的边缘,双好都不一定会上涨了(微软),勉强及格甚至不及格的成绩都是要下跌的","text":"电商对现在的投资人而言吸引力本就不大,再加上截至目前为止可谓毫无盈利可言,即使是因为一直在加大投资项目导致毫无盈利,那投资人也会更加严厉审视其所投资的项目未来性效益如何?在此接近紧绷的边缘,双好都不一定会上涨了(微软),勉强及格甚至不及格的成绩都是要下跌的","html":"电商对现在的投资人而言吸引力本就不大,再加上截至目前为止可谓毫无盈利可言,即使是因为一直在加大投资项目导致毫无盈利,那投资人也会更加严厉审视其所投资的项目未来性效益如何?在此接近紧绷的边缘,双好都不一定会上涨了(微软),勉强及格甚至不及格的成绩都是要下跌的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":61910,"gmtCreate":1495728327689,"gmtModify":1704877239134,"author":{"id":"3439034099963121","authorId":"3439034099963121","name":"开到荼蘼Zzz","avatar":"https://static.laohu8.com/ce8bf5643a01af0ce1f18b8ed6536be0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439034099963121","authorIdStr":"3439034099963121"},"themes":[],"title":"不被情绪左右","htmlText":"$陌陌(MOMO)$是很坑爹,是很多人看空,不过死扛,业务没问题。","listText":"$陌陌(MOMO)$是很坑爹,是很多人看空,不过死扛,业务没问题。","text":"$陌陌(MOMO)$是很坑爹,是很多人看空,不过死扛,业务没问题。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":27,"commentSize":31,"repostSize":0,"link":"https://laohu8.com/post/61910","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"210506685439644","authorId":"210506685439644","name":"UVWYZ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"210506685439644","authorIdStr":"210506685439644"},"content":"亏了几个点 ?我是割了 在其他股上回血😁😁","text":"亏了几个点 ?我是割了 在其他股上回血😁😁","html":"亏了几个点 ?我是割了 在其他股上回血😁😁"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":86243,"gmtCreate":1502983811148,"gmtModify":1704880256225,"author":{"id":"3439034099963121","authorId":"3439034099963121","name":"开到荼蘼Zzz","avatar":"https://static.laohu8.com/ce8bf5643a01af0ce1f18b8ed6536be0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439034099963121","authorIdStr":"3439034099963121"},"themes":[],"title":"大跌之时见信仰","htmlText":"$京东(JD)$五天好像10个点了,有多少信徒,你们的信仰呢?来说说为啥坚持","listText":"$京东(JD)$五天好像10个点了,有多少信徒,你们的信仰呢?来说说为啥坚持","text":"$京东(JD)$五天好像10个点了,有多少信徒,你们的信仰呢?来说说为啥坚持","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1,"commentSize":43,"repostSize":0,"link":"https://laohu8.com/post/86243","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3449963784232347","authorId":"3449963784232347","name":"luckie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3449963784232347","authorIdStr":"3449963784232347"},"content":"我今天补了5w美金进去,现在30w美金全仓jd!","text":"我今天补了5w美金进去,现在30w美金全仓jd!","html":"我今天补了5w美金进去,现在30w美金全仓jd!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160994,"gmtCreate":1519201172000,"gmtModify":1704889496969,"author":{"id":"3439034099963121","authorId":"3439034099963121","name":"开到荼蘼Zzz","avatar":"https://static.laohu8.com/ce8bf5643a01af0ce1f18b8ed6536be0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439034099963121","authorIdStr":"3439034099963121"},"themes":[],"title":"$微博(WB)$ 微博—为什么我从排斥到谨慎期待","htmlText":"$微博(WB)$ 微博—为什么我从排斥到谨慎期待 没有区块链之前(笔者不太懂,所以此处不提及)互联网变现的基本模式总体可以归结为:广告营销、电商、游戏,而三者的基础都来源于流量,而社交是目前吸引和维持流量最基本业务模式。国内互联网社交的主流玩家可以列举如下:腾讯-以微信领衔的全生态社交;知乎-问答互动的知识社交;微信-明星和kol领衔的全生态社交;小红书-购物分享社交(有明星话和kol化趋势);抖音-短视频社交。如果我们把范围扩大一点,以争夺kol资源和用户时间来看,可以把今日头条-社会新闻&问答也纳入讨论范围。 首先之前为什么特别排斥微博,这个原因想必大家都知道,就是在社交产品竞争如此激烈的环境下,#微博#每Q用户月活持续两位数增长,17Q4 Mau同比增速仍高达25%,至3.92亿;什么概念呢,就是近乎4个人里有一个微博用户,除微信,QQ、支付宝外,我并不认为有什么产品能超越新闻联播的覆盖率。新闻联播现在可能都做不到1/4的覆盖率。那么造成这样的原因是什么?我认为是微博水军,也就是假粉。所以这是我一开始非常排斥微博的原因,用户增长靠水军,换句话说我想要多少YoY,填个数即可。但是,大家可以在回过头来看看,微博的商业化成功之处在于聚人气。比如,企业营销活动话题打榜,明星热搜虽然微博产品可以实现一定覆盖,但没有水军进行病毒式扩散怎么能最终实现对用户的点面通吃。另外,明星造势也需要水军,在微博上明星声势就是商业价值的体现。所以说,水军或就是一种合理存在,毕竟他帮品牌、明星、微博都带来各自利益,一种运营手段而已,我们把它当成一种有价资产就好。这种定价方式能被认可吗?大家可以去查查各agency的报价明细就知道了,粉丝就是价值,如果水军多无非是折扣系数高一些。 好,再来说说我为什么对#微博#有所期待。原因就是玩增的kol变现生态。内容电商这种趋势不需多做解释,而掌握核心内","listText":"$微博(WB)$ 微博—为什么我从排斥到谨慎期待 没有区块链之前(笔者不太懂,所以此处不提及)互联网变现的基本模式总体可以归结为:广告营销、电商、游戏,而三者的基础都来源于流量,而社交是目前吸引和维持流量最基本业务模式。国内互联网社交的主流玩家可以列举如下:腾讯-以微信领衔的全生态社交;知乎-问答互动的知识社交;微信-明星和kol领衔的全生态社交;小红书-购物分享社交(有明星话和kol化趋势);抖音-短视频社交。如果我们把范围扩大一点,以争夺kol资源和用户时间来看,可以把今日头条-社会新闻&问答也纳入讨论范围。 首先之前为什么特别排斥微博,这个原因想必大家都知道,就是在社交产品竞争如此激烈的环境下,#微博#每Q用户月活持续两位数增长,17Q4 Mau同比增速仍高达25%,至3.92亿;什么概念呢,就是近乎4个人里有一个微博用户,除微信,QQ、支付宝外,我并不认为有什么产品能超越新闻联播的覆盖率。新闻联播现在可能都做不到1/4的覆盖率。那么造成这样的原因是什么?我认为是微博水军,也就是假粉。所以这是我一开始非常排斥微博的原因,用户增长靠水军,换句话说我想要多少YoY,填个数即可。但是,大家可以在回过头来看看,微博的商业化成功之处在于聚人气。比如,企业营销活动话题打榜,明星热搜虽然微博产品可以实现一定覆盖,但没有水军进行病毒式扩散怎么能最终实现对用户的点面通吃。另外,明星造势也需要水军,在微博上明星声势就是商业价值的体现。所以说,水军或就是一种合理存在,毕竟他帮品牌、明星、微博都带来各自利益,一种运营手段而已,我们把它当成一种有价资产就好。这种定价方式能被认可吗?大家可以去查查各agency的报价明细就知道了,粉丝就是价值,如果水军多无非是折扣系数高一些。 好,再来说说我为什么对#微博#有所期待。原因就是玩增的kol变现生态。内容电商这种趋势不需多做解释,而掌握核心内","text":"$微博(WB)$ 微博—为什么我从排斥到谨慎期待 没有区块链之前(笔者不太懂,所以此处不提及)互联网变现的基本模式总体可以归结为:广告营销、电商、游戏,而三者的基础都来源于流量,而社交是目前吸引和维持流量最基本业务模式。国内互联网社交的主流玩家可以列举如下:腾讯-以微信领衔的全生态社交;知乎-问答互动的知识社交;微信-明星和kol领衔的全生态社交;小红书-购物分享社交(有明星话和kol化趋势);抖音-短视频社交。如果我们把范围扩大一点,以争夺kol资源和用户时间来看,可以把今日头条-社会新闻&问答也纳入讨论范围。 首先之前为什么特别排斥微博,这个原因想必大家都知道,就是在社交产品竞争如此激烈的环境下,#微博#每Q用户月活持续两位数增长,17Q4 Mau同比增速仍高达25%,至3.92亿;什么概念呢,就是近乎4个人里有一个微博用户,除微信,QQ、支付宝外,我并不认为有什么产品能超越新闻联播的覆盖率。新闻联播现在可能都做不到1/4的覆盖率。那么造成这样的原因是什么?我认为是微博水军,也就是假粉。所以这是我一开始非常排斥微博的原因,用户增长靠水军,换句话说我想要多少YoY,填个数即可。但是,大家可以在回过头来看看,微博的商业化成功之处在于聚人气。比如,企业营销活动话题打榜,明星热搜虽然微博产品可以实现一定覆盖,但没有水军进行病毒式扩散怎么能最终实现对用户的点面通吃。另外,明星造势也需要水军,在微博上明星声势就是商业价值的体现。所以说,水军或就是一种合理存在,毕竟他帮品牌、明星、微博都带来各自利益,一种运营手段而已,我们把它当成一种有价资产就好。这种定价方式能被认可吗?大家可以去查查各agency的报价明细就知道了,粉丝就是价值,如果水军多无非是折扣系数高一些。 好,再来说说我为什么对#微博#有所期待。原因就是玩增的kol变现生态。内容电商这种趋势不需多做解释,而掌握核心内","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/160994","isVote":1,"tweetType":1,"viewCount":4269,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"微博重度用户在此","text":"微博重度用户在此","html":"微博重度用户在此"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194929,"gmtCreate":1527415195344,"gmtModify":1704893681264,"author":{"id":"3439034099963121","authorId":"3439034099963121","name":"开到荼蘼Zzz","avatar":"https://static.laohu8.com/ce8bf5643a01af0ce1f18b8ed6536be0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3439034099963121","authorIdStr":"3439034099963121"},"themes":[],"title":"猪能飞多远,取决于平台和网红达人机构的利益协同——虎牙招","htmlText":"$虎牙(HUYA)$ 猪能飞多远,取决于直播平台和网红达人机构的利益协同——虎牙招股说明书随笔 周末看完虎牙2018年2月的初步招股说明书,觉得公司所在的行业是个好行业,但招股说明书似乎有避重就轻之嫌。 招股说明书的几个关键利好论证和数据是:虎牙2017毛利润扭亏为盈,游戏行业牛逼的用户增长同比,直播行业牛博的用户增长同比(具体数据不赘述,论坛里各虎友已有论述,可翻阅。)。同时在平台发展所面临潜在风险和挑战主要归结于政府监管政策和YY的控股关系。 然而,笔者觉得这份招股说明书避重就轻,并没有现阶段直播平台的发展核心要素摆在大家面前。即,直播平台和网红达人机构到底将如何进行利益协同。短视频、直播领域风口正盛,其背景是普通人民群众日益千篇一律的日常生活与求新、猎奇的精神需求的突出矛盾,短视频、直播通过达人、网红把无奇不有的大千世界用技术的手段低成本的共享给用户,并通过直播平台收割普通群众注意力的方式进行价值变现。所以,看到论坛里有虎友戏谑,大主播的年收入都过亿,作为平台的虎牙2017年年毛利润刚扭亏为盈值得炫耀吗? 查了查虎牙的招股说明书,里面对网红合作的费用支持这块并无描述,甚至在支出费用里也是常规的技术研发、市场营销、行政费用三项。短视频和直播行业现阶段核心发展要素是优质内容的持续输出,所以平台的快速发展对产出优质内容的网红达人机构有绝对依赖,但是这点没有在招股说明书里详细说明,反而在风险里反复论证政策监管和YY控股关系,似有比重就轻之嫌。 那么解决直播平台和网红达人机构利益协同的关键在哪?笔者觉得应该是丰富化网红达人机构的变现途径,另一方面自建内容运营团队或网红经济运营团队。变现途径可以参考阿里系网红电商,而网红经济运营团队会不会随着游戏电竞的发展,而出现网红转会类似这样的业务?(大家可以关注下招股说明书理由一个other income) 好了,这是一篇不分析数据的招股","listText":"$虎牙(HUYA)$ 猪能飞多远,取决于直播平台和网红达人机构的利益协同——虎牙招股说明书随笔 周末看完虎牙2018年2月的初步招股说明书,觉得公司所在的行业是个好行业,但招股说明书似乎有避重就轻之嫌。 招股说明书的几个关键利好论证和数据是:虎牙2017毛利润扭亏为盈,游戏行业牛逼的用户增长同比,直播行业牛博的用户增长同比(具体数据不赘述,论坛里各虎友已有论述,可翻阅。)。同时在平台发展所面临潜在风险和挑战主要归结于政府监管政策和YY的控股关系。 然而,笔者觉得这份招股说明书避重就轻,并没有现阶段直播平台的发展核心要素摆在大家面前。即,直播平台和网红达人机构到底将如何进行利益协同。短视频、直播领域风口正盛,其背景是普通人民群众日益千篇一律的日常生活与求新、猎奇的精神需求的突出矛盾,短视频、直播通过达人、网红把无奇不有的大千世界用技术的手段低成本的共享给用户,并通过直播平台收割普通群众注意力的方式进行价值变现。所以,看到论坛里有虎友戏谑,大主播的年收入都过亿,作为平台的虎牙2017年年毛利润刚扭亏为盈值得炫耀吗? 查了查虎牙的招股说明书,里面对网红合作的费用支持这块并无描述,甚至在支出费用里也是常规的技术研发、市场营销、行政费用三项。短视频和直播行业现阶段核心发展要素是优质内容的持续输出,所以平台的快速发展对产出优质内容的网红达人机构有绝对依赖,但是这点没有在招股说明书里详细说明,反而在风险里反复论证政策监管和YY控股关系,似有比重就轻之嫌。 那么解决直播平台和网红达人机构利益协同的关键在哪?笔者觉得应该是丰富化网红达人机构的变现途径,另一方面自建内容运营团队或网红经济运营团队。变现途径可以参考阿里系网红电商,而网红经济运营团队会不会随着游戏电竞的发展,而出现网红转会类似这样的业务?(大家可以关注下招股说明书理由一个other income) 好了,这是一篇不分析数据的招股","text":"$虎牙(HUYA)$ 猪能飞多远,取决于直播平台和网红达人机构的利益协同——虎牙招股说明书随笔 周末看完虎牙2018年2月的初步招股说明书,觉得公司所在的行业是个好行业,但招股说明书似乎有避重就轻之嫌。 招股说明书的几个关键利好论证和数据是:虎牙2017毛利润扭亏为盈,游戏行业牛逼的用户增长同比,直播行业牛博的用户增长同比(具体数据不赘述,论坛里各虎友已有论述,可翻阅。)。同时在平台发展所面临潜在风险和挑战主要归结于政府监管政策和YY的控股关系。 然而,笔者觉得这份招股说明书避重就轻,并没有现阶段直播平台的发展核心要素摆在大家面前。即,直播平台和网红达人机构到底将如何进行利益协同。短视频、直播领域风口正盛,其背景是普通人民群众日益千篇一律的日常生活与求新、猎奇的精神需求的突出矛盾,短视频、直播通过达人、网红把无奇不有的大千世界用技术的手段低成本的共享给用户,并通过直播平台收割普通群众注意力的方式进行价值变现。所以,看到论坛里有虎友戏谑,大主播的年收入都过亿,作为平台的虎牙2017年年毛利润刚扭亏为盈值得炫耀吗? 查了查虎牙的招股说明书,里面对网红合作的费用支持这块并无描述,甚至在支出费用里也是常规的技术研发、市场营销、行政费用三项。短视频和直播行业现阶段核心发展要素是优质内容的持续输出,所以平台的快速发展对产出优质内容的网红达人机构有绝对依赖,但是这点没有在招股说明书里详细说明,反而在风险里反复论证政策监管和YY控股关系,似有比重就轻之嫌。 那么解决直播平台和网红达人机构利益协同的关键在哪?笔者觉得应该是丰富化网红达人机构的变现途径,另一方面自建内容运营团队或网红经济运营团队。变现途径可以参考阿里系网红电商,而网红经济运营团队会不会随着游戏电竞的发展,而出现网红转会类似这样的业务?(大家可以关注下招股说明书理由一个other income) 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