Willzhao的个人主页 - 老虎社区

Willzhao

Willzhao

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IP属地：海外

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2020-05-04

$跟谁学(GSX)$4块钱不能再多了

2020-05-05

$跟谁学(GSX)$就这玩意儿也配跟哔哩哔哩一个市值？

2020-05-05

$流利说(LAIX)$流利说的东西比跟谁学靠谱多了，就差了一张假财报

2020-05-04

$达美航空(DAL)$学巴菲特买赚不到钱，学巴菲特割肉就是对的吗？

2021-10-27

$小米集团-W(01810)$期权不见了？

2020-07-07

$跟谁学(GSX)$渐渐的没人想说话了

2020-03-10

$老虎证券(TIGR)$挂单100的票现在升回110多了，此刻心里只有三个字！

2020-07-10

$跟谁学(GSX)$目前看起来就是空军不死，他上升就不止，就这样了

2022-08-08

关键的一句话，还有些东西没想清楚，这些东西可能也想不清楚，只能静待时变

被指仓位仅1%？段永平再评腾讯：确定性比苹果小不少！但“依然是非卖品”

2020-09-02

期货的止损单为什么只能当日有效啊？为什么不能一直有效？这一点很坑啊！

2020-09-01

全腾讯的，对战个啥

投资欢喜传媒，B站“电影梦”破壳

2020-07-10

那又怎么样

华为被制裁，小米高管微博发言公开幸灾乐祸

2020-06-23

不然你还想怎样？

抱歉，原内容已删除

2020-06-04

$跟谁学(GSX)$静静看着你上天

2020-05-07

$美国航空(AAL)$等于小半个跟谁学

去老虎APP查看更多动态

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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投资欢喜传媒，B站“电影梦”破壳\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-01 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.bbtnews.com.cn/2020/0901/367238.shtml><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花5.13亿港元拿下欢喜传媒9.9%的股份，这则8月31日的公告，让哔哩哔哩（以下简称“B站”）离影视领域又近了一步。之前B站多围绕动漫、电竞业务投资和输出，投资欢喜传媒是B站首次官方披露的纯影视行业的投资。按照双方的计划，B站和欢喜传媒将在电影、电视剧等领域寻求更多合作，并围绕欢喜传媒旗下的影视IP进行衍生开发。虽然B站相关人士并未对北京商报记者透露具体的合作细节，但业内人士普遍认为，这是B站...</p>\n\n<a href=\"http://www.bbtnews.com.cn/2020/0901/367238.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c7f2e3ab9856d4cdcb423e2c4f7a729","relate_stocks":{"01003":"欢喜传媒","BILI":"哔哩哔哩"},"source_url":"http://www.bbtnews.com.cn/2020/0901/367238.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116220471","content_text":"花5.13亿港元拿下欢喜传媒9.9%的股份，这则8月31日的公告，让哔哩哔哩（以下简称“B站”）离影视领域又近了一步。之前B站多围绕动漫、电竞业务投资和输出，投资欢喜传媒是B站首次官方披露的纯影视行业的投资。按照双方的计划，B站和欢喜传媒将在电影、电视剧等领域寻求更多合作，并围绕欢喜传媒旗下的影视IP进行衍生开发。虽然B站相关人士并未对北京商报记者透露具体的合作细节，但业内人士普遍认为，这是B站补充影视内容、尝试自制网剧的信号。对持续破圈的B站而言，受众面更广的影视剧是不错的拉新选择，但爱优腾在影视领域已有诸多积累，B站的压力也不容忽视。\n\n“看上”徐峥宁浩\n8月31日，B站宣布以5.13亿港元投资欢喜传媒。欢喜传媒是影视内容投资、制作及新媒体播放平台公司，导演宁浩、徐峥是该公司创始股东和核心创作班底。\n欢喜传媒2015年港交所上市，近些年投资的知名作品包括《我不是药神》《疯狂的外星人》《囧妈》等。\n据悉，达成合作后，B站将获得欢喜传媒旗下既有影视作品及新作的独家外部播放权。此外，B站全资子公司还与欢喜传媒全资子公司签署了一份为期五年的业务合作协议。目前，B站与欢喜传媒最新的合作已经披露，由后者联合出品的《风犬少年的天空》和《夺冠》（原名：《中国女排》）将在近日落地B站。\n易观分析师马世聪告诉北京商报记者，“与欢喜传媒的合作，将帮助B站增加头部影视内容存量，以及未来更多内容的首播或者独播权限，B站可以丰富以电影为代表的长视频头部内容生态”。\nB站副董事长兼COO李旎在披露此次投资时也表示，“相信此次合作能为B站未来的内容扩容和用户增长打下良好基础”。\n其实，这不是B站第一次布局影视内容，多年前B站就在App首页设立了影视内容入口。北京商报记者登录B站发现，影视板块包括纪录片、电影、电视剧、综艺等，其中电影入口在显要位置。\n在影视内容分发之外，比达分析师李锦清向北京商报记者表示，自己更期待B站和欢喜传媒在自制内容上的合作。\n\n扩大自制版图\n李锦清的依据是B站公告中提及的信息：“双方将在电影、电视剧等领域寻求更多的合作机会，并围绕欢喜传媒旗下影视IP进行衍生开发”。不过，对于合作中是否涉及自制影视内容等细节，B站相关人士并未向北京商报记者透露。\n之所以关注B站和影视公司的自制合作，是因为B站自制内容的代表更多是纪录片、综艺和动画，投资标的也多是动漫、电竞类的企业。以B站出品的《但是还有书籍》和《大城无小事——派出所的故事2019》为例，这两个纪录片入围了第26届白玉兰奖最佳系列纪录片。\n但在传统视频网站的自制片单中，影视内容的爆款更多，比如今年爱奇艺的《隐秘的角落》、系列网剧《河神》，去年腾讯视频推出的《陈情令》等。\n从布局节奏看，B站与爱优腾也不同，前者是先动画、纪录片、综艺，后谋划网剧，爱优腾则在自制影视剧上出手更早。\n“各家节奏不同，是受到各平台初期定位和后期定位调整的影响，B站今年破圈的思路更迫切，所以可以看到更积极的内容布局和业务拓展。”马世聪向北京商报记者解释。\n不可否认的是，因为节奏不同，在影视剧自制领域，B站将会遭遇先行者带来的压力。在马世聪看来，“压力包括用户认知、在网剧制作产业中的话语权和议价权、成熟内容付费生态带来的竞争压力。但站在破圈的角度，更丰富的影视内容包括衍生内容、衍生服务等，可以帮助B站开拓不同的用户人群，进而带来更多的业务方向和变现可能”。\n破圈找增量\n从动漫、综艺、纪录片到影视内容，从跨年晚会到《后浪》《入海》《喜相逢》三部曲，破圈已经成为今年B站显而易见的战略方向。\n业内人士普遍认为，出圈后B站的竞争对手是爱优腾这类传统视频网站，在多家第三方机构中，B站也都被归类于在线视频，和爱优腾进行同纬度对比。\n根据QuestMobile发布的《中国移动互联网2020半年大报告》，B站与上述3家的月活数据仍存差距，2020年6月，B站月活1.06亿人，爱奇艺、腾讯视频、优酷视频分别是5.08亿人、4.83亿人、2.27亿人。\n不过，在年轻用户占比或在某些时间点上B站的优势明显。QuestMobile数据显示，2020年6月，在线视频行业新增用户中18岁以下和31岁以上、女性、下沉城市用户更多，其中B站新增用户中24岁以下的用户占比70%，是行业整体的近3倍。2019年、2020年春节期间，B站日均使用时长都排名第一，具体到2020年为111分钟，腾讯视频、爱奇艺、芒果TV分别是68、74、88分钟。\n“严格地说，B站和爱优腾的起步逻辑不一样，B站是社区起家，爱优腾是直接切入内容。现在B站虽在不断破圈，但是社区仍然是根本，所以不能直接做数据对比”，李锦清说。\n由于爱优腾中只有爱奇艺独立上市，对比B站与爱奇艺营收结构可以发现，爱奇艺营收主要来自于会员和广告，B站的营收支柱是手机游戏和增值服务。基于这些考虑，李锦清认为，“B站与传统视频网站在营收结构上的差异，也会体现在它找增量的策略上。换句话说，影视剧是爱优腾的起家业务，却是B站的后发业务，影视内容之于平台的意义、平台对该业务投入的力度也不同”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943057991,"gmtCreate":1594348516613,"gmtModify":1704205305318,"author":{"id":"3448427879925352","authorId":"3448427879925352","name":"Willzhao","avatar":"https://static.tigerbbs.com/796f56dd2b0d3c8e12ab14fb1291c75a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448427879925352","authorIdStr":"3448427879925352"},"themes":[],"htmlText":"那又怎么样","listText":"那又怎么样","text":"那又怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943057991","repostId":"2049169738","repostType":2,"repost":{"id":"2049169738","pubTimestamp":1594084292,"share":"https://www.laohu8.com/m/news/2049169738?lang=&edition=full","pubTime":"2020-07-07 09:11","market":"hk","language":"zh","title":"华为被制裁，小米高管微博发言公开幸灾乐祸","url":"https://stock-news.laohu8.com/highlight/detail?id=2049169738","media":"科技鉴品","summary":"在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀","content":"<div>\n<p>在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀。小米这位总监目光还是太短浅，他以为华为赢的只是芯片，事实是华为不断创新能力和更强大的生态链整合以及品控。另外，实体店在农村以及三四线城市的影响力被小米忽略。只靠攻击谩骂对手凝聚自己粉丝的粘度，只是...</p>\n\n<a href=\"https://xw.qq.com/cmsid/20200707A05IVT00\">Web Link</a>\n\n</div>\n","source":"tencent_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>华为被制裁，小米高管微博发言公开幸灾乐祸</title>\n<style 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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华为被制裁，小米高管微博发言公开幸灾乐祸\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-07 09:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xw.qq.com/cmsid/20200707A05IVT00><strong>科技鉴品</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀。小米这位总监目光还是太短浅，他以为华为赢的只是芯片，事实是华为不断创新能力和更强大的生态链整合以及品控。另外，实体店在农村以及三四线城市的影响力被小米忽略。只靠攻击谩骂对手凝聚自己粉丝的粘度，只是...</p>\n\n<a href=\"https://xw.qq.com/cmsid/20200707A05IVT00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://inews.gtimg.com/newsapp_ls/0/12047507967_640330/0","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://xw.qq.com/cmsid/20200707A05IVT00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2049169738","content_text":"在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀。小米这位总监目光还是太短浅，他以为华为赢的只是芯片，事实是华为不断创新能力和更强大的生态链整合以及品控。另外，实体店在农村以及三四线城市的影响力被小米忽略。只靠攻击谩骂对手凝聚自己粉丝的粘度，只是网红的“炒作”手法，不足道的小计俩。如果小米能踏踏实实从用户体验和感受入手，好好的做好每一款产品，让消费者有感，而不是搞什么噱头，也许还能行，不然，会距离他的目标越来越远的。很多网友表示：小米，我是不会再入手了，没有别的原因，一是性价比不再明显，二是我看不惯诋毁盛行的恶文化。其实就事论事来说，小米的产品其实挺贴近消费者的，质量也不错，系统又好用，很适合老百姓。不用他的产品仅仅是恶心这家企业的文化，而不是产品。(但我发现很多人心里讨厌小米却去抨击他的产品，我个人是不认同的) 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08:32","market":"hk","language":"zh","title":"被指仓位仅1%？段永平再评腾讯：确定性比苹果小不少！但“依然是非卖品”","url":"https://stock-news.laohu8.com/highlight/detail?id=2257430022","media":"证券时报","summary":"近日，知名投资人段永平关于腾讯的一些观点和投资动态引起广泛关注，也引起一些网友的争论。　　今年以来，段永平多次加仓腾讯，且表态“越跌越买”。另一方面，通过其雪球账号近期透露的信息可以获知，其目前对腾讯持有仓位并不高，“目前还不到1%，还不算实质性投入。还在想”。腾讯控股ADR期间也大幅下跌。","content":"<html><body><div>\n<p>　　近日，知名投资人段永平关于腾讯的一些观点和投资动态引起广泛关注，也引起一些网友的争论。</p>\n<p>　　今年以来，段永平多次加仓腾讯，且表态“越跌越买”。另一方面，通过其雪球账号近期透露的信息可以获知，其目前对腾讯持有仓位并不高，“目前还不到1%，还不算实质性投入。还在想”。</p>\n<p>　　行情数据显示，腾讯股价自从去年以来总体处于下跌之势，其港股去年一季度一度超过700港元，目前股价为307.6港元，期间累计跌幅达六成。<span><a href=\"https://laohu8.com/S/00700\">腾讯控股</a></span><span></span>ADR（美国存托凭证）期间也大幅下跌。</p>\n<p>　　段永平：腾讯确定性确实比<a href=\"https://laohu8.com/S/AAPL\">苹果</a>小不少 但依然是非卖品</p>\n<p>　　近年来频繁发表对腾讯观点的知名投资人段永平再次发表了对腾讯的看法。</p>\n<p>　　北京时间8月6日早间，段永平通过其雪球账号“大道无形我有型”发布看法称，“腾讯对我来说确定性确实比苹果小不少，这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单哈。不过，腾讯对我而言依然是非卖品，找到一个商业模式好的公司不容易。我猜未来几年内我还会有机会进一步加仓腾讯的，目前确实还是有些事情没想清楚”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/80/w550h330/20220808/eebe-6babd6e73b716d3f9ed0e9cf235bf90a.jpg\"/><span></span></div>\n<p>　　就在不久前，段永平透露过对腾讯的投资规模，“目前还不到1%，还不算实质性投入。还在想”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/21/w550h271/20220808/b5a1-af4ea4aeb0a917aa3d8ecc35d159e716.jpg\"/><span></span></div>\n<p>　　今年8月1日，段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR，若以此计算，耗资373.7万美元，约合2530万人民币。此外他还表示，如果腾讯ADR跌至30美元以下，将会再多买一些。从目前市场情绪看，腾讯有可能继续跌。</p>\n<p>　　资料显示，实际上，今年以来，段永平多次在雪球上表示买入腾讯。</p>\n<p>　　今年2月28日，段永平发帖称，“（腾讯）低过我上次买的价钱了，那明天再买点”。</p>\n<p>　　今年4月下旬，段永平通过雪球账号“大道无形我有型”发帖表示，自己刚以42.71美元买入腾讯控股（ADR），并还表示“分红的钱终于花掉了”。</p>\n<p>　　实际上，段永平去年也曾在雪球上分享了其对腾讯的看法。</p>\n<p>　　去年8月4日，段永平在其雪球账号“大道无形我有型”中写道，“今天买了点腾讯控股，再跌再多买些。”行情数据显示，当时的腾讯控股已经历新一轮下跌，不过当时港股股价仍在400港元之上。</p>\n<p>　　根据百科资料，段永平是知名创业家和知名投资者，曾以创立“小霸王”和“<a href=\"https://laohu8.com/S/002251\">步步高</a>”等知名品牌而闻名全国，后涉足投资。2006年，段永平以60多万美元的价格在网上拍得与巴菲特共进午餐的机会，成为拍下巴菲特午餐的第一位华人。</p>\n<p>　　或许是受到巴菲特价值投资理念的影响，段永平靠着相似的价值投资理念及卓越的成绩，一度被资本市场和部分网民认为是“中国巴菲特”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/601/w550h51/20220808/48eb-b44fba82ef2637e9671d399acc566535.jpg\"/><span></span></div>\n<p>　　巴菲特旗下公司近日也曝出投资巨亏</p>\n<p>　　如何看待价值投资？</p>\n<p>　　值得注意的是，在段永平连续抄底腾讯之外，股神巴菲特旗下公司近日也曝出投资巨额亏损的消息。</p>\n<p>　　近日全球价值投资教父巴菲特旗下的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司公布了二季度财报。二季报财报显示，因投资组合出现巨额亏损，今年第二季度公司归属于股东的净亏损高达437.55亿美元。由于二季度美股市场大幅下跌，其投资组合在二季度的损失金额高达530亿美元。</p>\n<p>　　以往被视为投资能力颇强的腾讯近期也被市场认为是“割肉”了<a href=\"https://laohu8.com/S/300027\">华谊兄弟</a>。8月5日晚间，华谊兄弟发布的公告称，公司近日接到持股 5%以上股东深圳市腾讯计算机系统有限公司（以下简称“腾讯计算机”）出具的《华谊兄弟传媒股份有限公司简式权益变动报告书》，获悉其自 2022 年8 月 2 日至 8 月 4 日累计通过大宗交易方式和参与转融通证券出借导致持股比例变动超 1%，持股比例由 7.942441%下降至 4.999997%，自腾讯计算机通过公司于 2014 年 11 月 19 日披露的《简式权益变动报告书》至 2022 年 8 月 4 日，因股票期权行权、限制性股票授予登记导致腾讯计算机持股比例被动稀释，因上市公司回购注销业绩补偿股份导致腾讯计算机拥有权益的股份比例减少，因限制性股票回购注销导致腾讯计算机持股比例被动增加，通过深圳证券交易所的大宗交易系统减持所持上市公司股份、参与转融通证券出借导致腾讯计算机拥有权益的股份比例减少，本次变动之后腾讯计算机不再是华谊兄弟持股 5%以上股东。</p>\n<p>　　不过，即便如此，目前的案例并不能否定以上投资者过往的优异的投资成绩。</p>\n<p>　　从价值投资理论本身来看，投资并非一天、一个月或一个季度等较短时间段就能定输赢的事情，不用太在意一时一地的得失，而是一项“长跑”；另外，投资还需要做自己熟悉的事情，有自己的判断、有自己的纪律。</p>\n<p>　　在段永平的雪球账号“大道无形我有型”的简介中，段永平称“买股票就是买公司。人们关注我们往往是因为我们做了的那些事情， 其实我们之所以成为我们，很大程度上还因为我们不做的那些事情”，“我的能力圈有限，大部分公司我都不了解。我喜欢的公司我会说的，不用问”。</p>\n<p>　　编辑：叶舒筠</p>\n<p>　　版权声明</p>\n<p>　　证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追究相关行为主体法律责任的权利。</p>\n<p>　　转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes</p>\n<p>　　END</p>\n<div>\n<span>炒股开户享福利，入金抽188元红包，100%中奖！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"highlight_sina","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\" 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href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-08-08/doc-imizmscv5283450.shtml><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，知名投资人段永平关于腾讯的一些观点和投资动态引起广泛关注，也引起一些网友的争论。\n　　今年以来，段永平多次加仓腾讯，且表态“越跌越买”。另一方面，通过其雪球账号近期透露的信息可以获知，其目前对腾讯持有仓位并不高，“目前还不到1%，还不算实质性投入。还在想”。\n　　行情数据显示，腾讯股价自从去年以来总体处于下跌之势，其港股去年一季度一度超过700港元，目前股价为307.6港元，期间累计跌幅达...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-08-08/doc-imizmscv5283450.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","BK1516":"腾讯概念","BK1526":"科网股","BK1531":"手游股","BK1591":"就地过年概念","BK1589":"北水核心资产","BK1502":"双十一","00700":"腾讯控股","BK1521":"挪威政府全球养老基金持仓","BK1608":"元宇宙概念","BK1586":"云计算","BK1095":"互动媒体与服务","BK1517":"云办公"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-08-08/doc-imizmscv5283450.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2257430022","content_text":"近日，知名投资人段永平关于腾讯的一些观点和投资动态引起广泛关注，也引起一些网友的争论。\n　　今年以来，段永平多次加仓腾讯，且表态“越跌越买”。另一方面，通过其雪球账号近期透露的信息可以获知，其目前对腾讯持有仓位并不高，“目前还不到1%，还不算实质性投入。还在想”。\n　　行情数据显示，腾讯股价自从去年以来总体处于下跌之势，其港股去年一季度一度超过700港元，目前股价为307.6港元，期间累计跌幅达六成。腾讯控股ADR（美国存托凭证）期间也大幅下跌。\n　　段永平：腾讯确定性确实比苹果小不少 但依然是非卖品\n　　近年来频繁发表对腾讯观点的知名投资人段永平再次发表了对腾讯的看法。\n　　北京时间8月6日早间，段永平通过其雪球账号“大道无形我有型”发布看法称，“腾讯对我来说确定性确实比苹果小不少，这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单哈。不过，腾讯对我而言依然是非卖品，找到一个商业模式好的公司不容易。我猜未来几年内我还会有机会进一步加仓腾讯的，目前确实还是有些事情没想清楚”。\n\n　　就在不久前，段永平透露过对腾讯的投资规模，“目前还不到1%，还不算实质性投入。还在想”。\n\n　　今年8月1日，段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR，若以此计算，耗资373.7万美元，约合2530万人民币。此外他还表示，如果腾讯ADR跌至30美元以下，将会再多买一些。从目前市场情绪看，腾讯有可能继续跌。\n　　资料显示，实际上，今年以来，段永平多次在雪球上表示买入腾讯。\n　　今年2月28日，段永平发帖称，“（腾讯）低过我上次买的价钱了，那明天再买点”。\n　　今年4月下旬，段永平通过雪球账号“大道无形我有型”发帖表示，自己刚以42.71美元买入腾讯控股（ADR），并还表示“分红的钱终于花掉了”。\n　　实际上，段永平去年也曾在雪球上分享了其对腾讯的看法。\n　　去年8月4日，段永平在其雪球账号“大道无形我有型”中写道，“今天买了点腾讯控股，再跌再多买些。”行情数据显示，当时的腾讯控股已经历新一轮下跌，不过当时港股股价仍在400港元之上。\n　　根据百科资料，段永平是知名创业家和知名投资者，曾以创立“小霸王”和“步步高”等知名品牌而闻名全国，后涉足投资。2006年，段永平以60多万美元的价格在网上拍得与巴菲特共进午餐的机会，成为拍下巴菲特午餐的第一位华人。\n　　或许是受到巴菲特价值投资理念的影响，段永平靠着相似的价值投资理念及卓越的成绩，一度被资本市场和部分网民认为是“中国巴菲特”。\n\n　　巴菲特旗下公司近日也曝出投资巨亏\n　　如何看待价值投资？\n　　值得注意的是，在段永平连续抄底腾讯之外，股神巴菲特旗下公司近日也曝出投资巨额亏损的消息。\n　　近日全球价值投资教父巴菲特旗下的伯克希尔哈撒韦公司公布了二季度财报。二季报财报显示，因投资组合出现巨额亏损，今年第二季度公司归属于股东的净亏损高达437.55亿美元。由于二季度美股市场大幅下跌，其投资组合在二季度的损失金额高达530亿美元。\n　　以往被视为投资能力颇强的腾讯近期也被市场认为是“割肉”了华谊兄弟。8月5日晚间，华谊兄弟发布的公告称，公司近日接到持股 5%以上股东深圳市腾讯计算机系统有限公司（以下简称“腾讯计算机”）出具的《华谊兄弟传媒股份有限公司简式权益变动报告书》，获悉其自 2022 年8 月 2 日至 8 月 4 日累计通过大宗交易方式和参与转融通证券出借导致持股比例变动超 1%，持股比例由 7.942441%下降至 4.999997%，自腾讯计算机通过公司于 2014 年 11 月 19 日披露的《简式权益变动报告书》至 2022 年 8 月 4 日，因股票期权行权、限制性股票授予登记导致腾讯计算机持股比例被动稀释，因上市公司回购注销业绩补偿股份导致腾讯计算机拥有权益的股份比例减少，因限制性股票回购注销导致腾讯计算机持股比例被动增加，通过深圳证券交易所的大宗交易系统减持所持上市公司股份、参与转融通证券出借导致腾讯计算机拥有权益的股份比例减少，本次变动之后腾讯计算机不再是华谊兄弟持股 5%以上股东。\n　　不过，即便如此，目前的案例并不能否定以上投资者过往的优异的投资成绩。\n　　从价值投资理论本身来看，投资并非一天、一个月或一个季度等较短时间段就能定输赢的事情，不用太在意一时一地的得失，而是一项“长跑”；另外，投资还需要做自己熟悉的事情，有自己的判断、有自己的纪律。\n　　在段永平的雪球账号“大道无形我有型”的简介中，段永平称“买股票就是买公司。人们关注我们往往是因为我们做了的那些事情， 其实我们之所以成为我们，很大程度上还因为我们不做的那些事情”，“我的能力圈有限，大部分公司我都不了解。我喜欢的公司我会说的，不用问”。\n　　编辑：叶舒筠\n　　版权声明\n　　证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追究相关行为主体法律责任的权利。\n　　转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes\n　　END\n\n炒股开户享福利，入金抽188元红包，100%中奖！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971589805,"gmtCreate":1598981243407,"gmtModify":1704220975583,"author":{"id":"3448427879925352","authorId":"3448427879925352","name":"Willzhao","avatar":"https://static.tigerbbs.com/796f56dd2b0d3c8e12ab14fb1291c75a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3448427879925352","idStr":"3448427879925352"},"themes":[],"htmlText":"期货的止损单为什么只能当日有效啊？为什么不能一直有效？这一点很坑啊！","listText":"期货的止损单为什么只能当日有效啊？为什么不能一直有效？这一点很坑啊！","text":"期货的止损单为什么只能当日有效啊？为什么不能一直有效？这一点很坑啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971589805","isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971507753,"gmtCreate":1598973698772,"gmtModify":1704220935883,"author":{"id":"3448427879925352","authorId":"3448427879925352","name":"Willzhao","avatar":"https://static.tigerbbs.com/796f56dd2b0d3c8e12ab14fb1291c75a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3448427879925352","idStr":"3448427879925352"},"themes":[],"htmlText":"全腾讯的，对战个啥","listText":"全腾讯的，对战个啥","text":"全腾讯的，对战个啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971507753","repostId":"1116220471","repostType":2,"repost":{"id":"1116220471","pubTimestamp":1598924768,"share":"https://www.laohu8.com/m/news/1116220471?lang=&edition=full","pubTime":"2020-09-01 09:46","market":"us","language":"zh","title":"投资欢喜传媒，B站“电影梦”破壳","url":"https://stock-news.laohu8.com/highlight/detail?id=1116220471","media":"北京商报","summary":"花5.13亿港元拿下欢喜传媒9.9%的股份，这则8月31日的公告，让哔哩哔哩（以下简称“B站”）离影视领域又近了一步。之前B站多围绕动漫、电竞业务投资和输出，投资欢喜传媒是B站首次官方披露的纯影视行业","content":"<div>\n<p>花5.13亿港元拿下欢喜传媒9.9%的股份，这则8月31日的公告，让哔哩哔哩（以下简称“B站”）离影视领域又近了一步。之前B站多围绕动漫、电竞业务投资和输出，投资欢喜传媒是B站首次官方披露的纯影视行业的投资。按照双方的计划，B站和欢喜传媒将在电影、电视剧等领域寻求更多合作，并围绕欢喜传媒旗下的影视IP进行衍生开发。虽然B站相关人士并未对北京商报记者透露具体的合作细节，但业内人士普遍认为，这是B站...</p>\n\n<a href=\"http://www.bbtnews.com.cn/2020/0901/367238.shtml\">Web Link</a>\n\n</div>\n","source":"BJSB","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>投资欢喜传媒，B站“电影梦”破壳</title>\n<style 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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投资欢喜传媒，B站“电影梦”破壳\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-01 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.bbtnews.com.cn/2020/0901/367238.shtml><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花5.13亿港元拿下欢喜传媒9.9%的股份，这则8月31日的公告，让哔哩哔哩（以下简称“B站”）离影视领域又近了一步。之前B站多围绕动漫、电竞业务投资和输出，投资欢喜传媒是B站首次官方披露的纯影视行业的投资。按照双方的计划，B站和欢喜传媒将在电影、电视剧等领域寻求更多合作，并围绕欢喜传媒旗下的影视IP进行衍生开发。虽然B站相关人士并未对北京商报记者透露具体的合作细节，但业内人士普遍认为，这是B站...</p>\n\n<a href=\"http://www.bbtnews.com.cn/2020/0901/367238.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c7f2e3ab9856d4cdcb423e2c4f7a729","relate_stocks":{"01003":"欢喜传媒","BILI":"哔哩哔哩"},"source_url":"http://www.bbtnews.com.cn/2020/0901/367238.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116220471","content_text":"花5.13亿港元拿下欢喜传媒9.9%的股份，这则8月31日的公告，让哔哩哔哩（以下简称“B站”）离影视领域又近了一步。之前B站多围绕动漫、电竞业务投资和输出，投资欢喜传媒是B站首次官方披露的纯影视行业的投资。按照双方的计划，B站和欢喜传媒将在电影、电视剧等领域寻求更多合作，并围绕欢喜传媒旗下的影视IP进行衍生开发。虽然B站相关人士并未对北京商报记者透露具体的合作细节，但业内人士普遍认为，这是B站补充影视内容、尝试自制网剧的信号。对持续破圈的B站而言，受众面更广的影视剧是不错的拉新选择，但爱优腾在影视领域已有诸多积累，B站的压力也不容忽视。\n\n“看上”徐峥宁浩\n8月31日，B站宣布以5.13亿港元投资欢喜传媒。欢喜传媒是影视内容投资、制作及新媒体播放平台公司，导演宁浩、徐峥是该公司创始股东和核心创作班底。\n欢喜传媒2015年港交所上市，近些年投资的知名作品包括《我不是药神》《疯狂的外星人》《囧妈》等。\n据悉，达成合作后，B站将获得欢喜传媒旗下既有影视作品及新作的独家外部播放权。此外，B站全资子公司还与欢喜传媒全资子公司签署了一份为期五年的业务合作协议。目前，B站与欢喜传媒最新的合作已经披露，由后者联合出品的《风犬少年的天空》和《夺冠》（原名：《中国女排》）将在近日落地B站。\n易观分析师马世聪告诉北京商报记者，“与欢喜传媒的合作，将帮助B站增加头部影视内容存量，以及未来更多内容的首播或者独播权限，B站可以丰富以电影为代表的长视频头部内容生态”。\nB站副董事长兼COO李旎在披露此次投资时也表示，“相信此次合作能为B站未来的内容扩容和用户增长打下良好基础”。\n其实，这不是B站第一次布局影视内容，多年前B站就在App首页设立了影视内容入口。北京商报记者登录B站发现，影视板块包括纪录片、电影、电视剧、综艺等，其中电影入口在显要位置。\n在影视内容分发之外，比达分析师李锦清向北京商报记者表示，自己更期待B站和欢喜传媒在自制内容上的合作。\n\n扩大自制版图\n李锦清的依据是B站公告中提及的信息：“双方将在电影、电视剧等领域寻求更多的合作机会，并围绕欢喜传媒旗下影视IP进行衍生开发”。不过，对于合作中是否涉及自制影视内容等细节，B站相关人士并未向北京商报记者透露。\n之所以关注B站和影视公司的自制合作，是因为B站自制内容的代表更多是纪录片、综艺和动画，投资标的也多是动漫、电竞类的企业。以B站出品的《但是还有书籍》和《大城无小事——派出所的故事2019》为例，这两个纪录片入围了第26届白玉兰奖最佳系列纪录片。\n但在传统视频网站的自制片单中，影视内容的爆款更多，比如今年爱奇艺的《隐秘的角落》、系列网剧《河神》，去年腾讯视频推出的《陈情令》等。\n从布局节奏看，B站与爱优腾也不同，前者是先动画、纪录片、综艺，后谋划网剧，爱优腾则在自制影视剧上出手更早。\n“各家节奏不同，是受到各平台初期定位和后期定位调整的影响，B站今年破圈的思路更迫切，所以可以看到更积极的内容布局和业务拓展。”马世聪向北京商报记者解释。\n不可否认的是，因为节奏不同，在影视剧自制领域，B站将会遭遇先行者带来的压力。在马世聪看来，“压力包括用户认知、在网剧制作产业中的话语权和议价权、成熟内容付费生态带来的竞争压力。但站在破圈的角度，更丰富的影视内容包括衍生内容、衍生服务等，可以帮助B站开拓不同的用户人群，进而带来更多的业务方向和变现可能”。\n破圈找增量\n从动漫、综艺、纪录片到影视内容，从跨年晚会到《后浪》《入海》《喜相逢》三部曲，破圈已经成为今年B站显而易见的战略方向。\n业内人士普遍认为，出圈后B站的竞争对手是爱优腾这类传统视频网站，在多家第三方机构中，B站也都被归类于在线视频，和爱优腾进行同纬度对比。\n根据QuestMobile发布的《中国移动互联网2020半年大报告》，B站与上述3家的月活数据仍存差距，2020年6月，B站月活1.06亿人，爱奇艺、腾讯视频、优酷视频分别是5.08亿人、4.83亿人、2.27亿人。\n不过，在年轻用户占比或在某些时间点上B站的优势明显。QuestMobile数据显示，2020年6月，在线视频行业新增用户中18岁以下和31岁以上、女性、下沉城市用户更多，其中B站新增用户中24岁以下的用户占比70%，是行业整体的近3倍。2019年、2020年春节期间，B站日均使用时长都排名第一，具体到2020年为111分钟，腾讯视频、爱奇艺、芒果TV分别是68、74、88分钟。\n“严格地说，B站和爱优腾的起步逻辑不一样，B站是社区起家，爱优腾是直接切入内容。现在B站虽在不断破圈，但是社区仍然是根本，所以不能直接做数据对比”，李锦清说。\n由于爱优腾中只有爱奇艺独立上市，对比B站与爱奇艺营收结构可以发现，爱奇艺营收主要来自于会员和广告，B站的营收支柱是手机游戏和增值服务。基于这些考虑，李锦清认为，“B站与传统视频网站在营收结构上的差异，也会体现在它找增量的策略上。换句话说，影视剧是爱优腾的起家业务，却是B站的后发业务，影视内容之于平台的意义、平台对该业务投入的力度也不同”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943057991,"gmtCreate":1594348516613,"gmtModify":1704205305318,"author":{"id":"3448427879925352","authorId":"3448427879925352","name":"Willzhao","avatar":"https://static.tigerbbs.com/796f56dd2b0d3c8e12ab14fb1291c75a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3448427879925352","idStr":"3448427879925352"},"themes":[],"htmlText":"那又怎么样","listText":"那又怎么样","text":"那又怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943057991","repostId":"2049169738","repostType":2,"repost":{"id":"2049169738","pubTimestamp":1594084292,"share":"https://www.laohu8.com/m/news/2049169738?lang=&edition=full","pubTime":"2020-07-07 09:11","market":"hk","language":"zh","title":"华为被制裁，小米高管微博发言公开幸灾乐祸","url":"https://stock-news.laohu8.com/highlight/detail?id=2049169738","media":"科技鉴品","summary":"在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀","content":"<div>\n<p>在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀。小米这位总监目光还是太短浅，他以为华为赢的只是芯片，事实是华为不断创新能力和更强大的生态链整合以及品控。另外，实体店在农村以及三四线城市的影响力被小米忽略。只靠攻击谩骂对手凝聚自己粉丝的粘度，只是...</p>\n\n<a href=\"https://xw.qq.com/cmsid/20200707A05IVT00\">Web Link</a>\n\n</div>\n","source":"tencent_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>华为被制裁，小米高管微博发言公开幸灾乐祸</title>\n<style 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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华为被制裁，小米高管微博发言公开幸灾乐祸\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-07 09:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xw.qq.com/cmsid/20200707A05IVT00><strong>科技鉴品</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀。小米这位总监目光还是太短浅，他以为华为赢的只是芯片，事实是华为不断创新能力和更强大的生态链整合以及品控。另外，实体店在农村以及三四线城市的影响力被小米忽略。只靠攻击谩骂对手凝聚自己粉丝的粘度，只是...</p>\n\n<a href=\"https://xw.qq.com/cmsid/20200707A05IVT00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://inews.gtimg.com/newsapp_ls/0/12047507967_640330/0","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://xw.qq.com/cmsid/20200707A05IVT00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2049169738","content_text":"在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀。小米这位总监目光还是太短浅，他以为华为赢的只是芯片，事实是华为不断创新能力和更强大的生态链整合以及品控。另外，实体店在农村以及三四线城市的影响力被小米忽略。只靠攻击谩骂对手凝聚自己粉丝的粘度，只是网红的“炒作”手法，不足道的小计俩。如果小米能踏踏实实从用户体验和感受入手，好好的做好每一款产品，让消费者有感，而不是搞什么噱头，也许还能行，不然，会距离他的目标越来越远的。很多网友表示：小米，我是不会再入手了，没有别的原因，一是性价比不再明显，二是我看不惯诋毁盛行的恶文化。其实就事论事来说，小米的产品其实挺贴近消费者的，质量也不错，系统又好用，很适合老百姓。不用他的产品仅仅是恶心这家企业的文化，而不是产品。(但我发现很多人心里讨厌小米却去抨击他的产品，我个人是不认同的) 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