+关注
rayzhang
暂无个人介绍
IP属地:未知
148
关注
7
粉丝
0
主题
0
勋章
主贴
热门
rayzhang
2018-03-10
看好b站,估计估值偏高。长期关注吧
@Seven8:B站紧随爱奇艺提交招股书,收入和成本都有天壤之别~
rayzhang
2018-02-28
为啥跌
抱歉,原内容已删除
rayzhang
2018-01-21
这篇文章不错,转发给大家看看
@投研帮:最接地气的黄金股深度研究(附股)
rayzhang
2018-01-18
什么情况,我还没咋买呢
$GNC Holdings(GNC)$ 今天突然暴涨?并购?
什么情况,我还没咋买呢
rayzhang
2018-01-17
今年世界杯
$Yandex(YNDX)$ 在俄罗斯,可以关注一下这个。独联体国家的人都用
今年世界杯
rayzhang
2018-01-16
业绩太差活跃也不行?
$Snap Inc(SNAP)$ 完蛋了啊!
业绩太差活跃也不行?
rayzhang
2018-01-09
我觉得任何梦想必须有商业模式,否则就是扯淡
@那个我:我想他不在呼🚗
rayzhang
2018-01-03
$Yandex(YNDX)$ 感觉没人关注这个家伙。
rayzhang
2018-01-02
$Snap Inc(SNAP)$ 太弱了,今天这么好的行情都不启动。大爷的
rayzhang
2017-12-30
$Snap Inc(SNAP)$ 什么情况啊,一直阴跌。
rayzhang
2017-12-30
$Apellis Pharmaceuticals Inc.(APLS)$ 这股票太猛了!一直不放量,换手很低。生物医药估计是今年的主旋律
rayzhang
2017-11-27
$迅雷(XNET)$很多人不是要买吗?安全边际很重要
rayzhang
2017-11-27
$红黄蓝(RYB)$别碰垃圾
rayzhang
2017-11-27
$猎豹移动(CMCM)$尼玛,复盛咋回事,不跟雷军混了,股票也不起飞了
rayzhang
2017-11-22
$Snap Inc(SNAP)$今天咋样,大爷的
rayzhang
2017-11-15
$Snap Inc(SNAP)$今天改起飞了吧!
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3463440387827503","uuid":"3463440387827503","gmtCreate":1500347023133,"gmtModify":1501921268435,"name":"rayzhang","pinyin":"rayzhang","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":7,"headSize":148,"tweetSize":16,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":12,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.10%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.31%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":165665,"gmtCreate":1520690363624,"gmtModify":1704890100767,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"看好b站,估计估值偏高。长期关注吧","listText":"看好b站,估计估值偏高。长期关注吧","text":"看好b站,估计估值偏高。长期关注吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165665","repostId":"163676","repostType":1,"repost":{"id":163676,"gmtCreate":1520073726080,"gmtModify":1704889843223,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20703384576125","authorIdStr":"20703384576125"},"themes":[],"title":"B站紧随爱奇艺提交招股书,收入和成本都有天壤之别~","htmlText":"成立于2008年的弹幕王哔哩哔哩提交了招股说明书,拟融资4亿美元,上市代码:$(BILI)$。<a href=\"https://r.laohu8.com/lgq3\">招股书英文原版</a>; <a href=\"https://r.laohu8.com/lgq4\">B站招股书中文简要</a>; <a href=\"https://r.laohu8.com/lgq5\">爱奇艺招股书中文介绍</a> 由于跟爱奇艺提交F1仅隔3天,两者又都是视频行业,不免会作为比较。由于爱奇艺和B站都还未发价格区间,不好判断估值,暂且不评价。下面粗略对比一下核心数据和商业模式。 从定位来说, 爱奇艺是全视频服务平台,内容覆盖领域非常广,可以有原创和版权购买的专业制作内容,也可以是合作伙伴提供内容(PGC)、用户生产内容(UGC)。拥有超过7万部各类视频节目,分布在30多个品类。内容涉及人群也是老少皆宜。 而B站早年以ACG(动漫、游戏)相关视频起家,而后延伸发展至综合性内容平台。其内容传承早期用户自制、但经过专业策划和制作的高质量内容(PUGV)。而它的用户人群更年轻、更像是在一个细分领域深耕产品,根据招股书显示,截止2017年12月31日,B站约81.7%的用户是“Z世代”,即中国出生在1990年至2009年之间的一代人。 此外,B站拥有大量“UP主”即内容创作者,这点反而跟阅文集团有点类似,优质生产者、加上忠实用户群和精品内容构建三位一体的生态从而加固了平台黏性。但目前无论是爱奇艺还是腾讯视频、优酷土豆等大视频平台都很难称自己有用户忠诚度,换句话说,用户是追随内容,从而导致版权内容成本越来越高,并没有任何品牌护城河。 用户数据, 据招股书显示,2017年第四季度,B站的平均月活跃用户数(MAUs)为7180万,较2016年同期的4940万增长45.3%。2017年","listText":"成立于2008年的弹幕王哔哩哔哩提交了招股说明书,拟融资4亿美元,上市代码:$(BILI)$。<a href=\"https://r.laohu8.com/lgq3\">招股书英文原版</a>; <a href=\"https://r.laohu8.com/lgq4\">B站招股书中文简要</a>; <a href=\"https://r.laohu8.com/lgq5\">爱奇艺招股书中文介绍</a> 由于跟爱奇艺提交F1仅隔3天,两者又都是视频行业,不免会作为比较。由于爱奇艺和B站都还未发价格区间,不好判断估值,暂且不评价。下面粗略对比一下核心数据和商业模式。 从定位来说, 爱奇艺是全视频服务平台,内容覆盖领域非常广,可以有原创和版权购买的专业制作内容,也可以是合作伙伴提供内容(PGC)、用户生产内容(UGC)。拥有超过7万部各类视频节目,分布在30多个品类。内容涉及人群也是老少皆宜。 而B站早年以ACG(动漫、游戏)相关视频起家,而后延伸发展至综合性内容平台。其内容传承早期用户自制、但经过专业策划和制作的高质量内容(PUGV)。而它的用户人群更年轻、更像是在一个细分领域深耕产品,根据招股书显示,截止2017年12月31日,B站约81.7%的用户是“Z世代”,即中国出生在1990年至2009年之间的一代人。 此外,B站拥有大量“UP主”即内容创作者,这点反而跟阅文集团有点类似,优质生产者、加上忠实用户群和精品内容构建三位一体的生态从而加固了平台黏性。但目前无论是爱奇艺还是腾讯视频、优酷土豆等大视频平台都很难称自己有用户忠诚度,换句话说,用户是追随内容,从而导致版权内容成本越来越高,并没有任何品牌护城河。 用户数据, 据招股书显示,2017年第四季度,B站的平均月活跃用户数(MAUs)为7180万,较2016年同期的4940万增长45.3%。2017年","text":"成立于2008年的弹幕王哔哩哔哩提交了招股说明书,拟融资4亿美元,上市代码:$(BILI)$。招股书英文原版; B站招股书中文简要; 爱奇艺招股书中文介绍 由于跟爱奇艺提交F1仅隔3天,两者又都是视频行业,不免会作为比较。由于爱奇艺和B站都还未发价格区间,不好判断估值,暂且不评价。下面粗略对比一下核心数据和商业模式。 从定位来说, 爱奇艺是全视频服务平台,内容覆盖领域非常广,可以有原创和版权购买的专业制作内容,也可以是合作伙伴提供内容(PGC)、用户生产内容(UGC)。拥有超过7万部各类视频节目,分布在30多个品类。内容涉及人群也是老少皆宜。 而B站早年以ACG(动漫、游戏)相关视频起家,而后延伸发展至综合性内容平台。其内容传承早期用户自制、但经过专业策划和制作的高质量内容(PUGV)。而它的用户人群更年轻、更像是在一个细分领域深耕产品,根据招股书显示,截止2017年12月31日,B站约81.7%的用户是“Z世代”,即中国出生在1990年至2009年之间的一代人。 此外,B站拥有大量“UP主”即内容创作者,这点反而跟阅文集团有点类似,优质生产者、加上忠实用户群和精品内容构建三位一体的生态从而加固了平台黏性。但目前无论是爱奇艺还是腾讯视频、优酷土豆等大视频平台都很难称自己有用户忠诚度,换句话说,用户是追随内容,从而导致版权内容成本越来越高,并没有任何品牌护城河。 用户数据, 据招股书显示,2017年第四季度,B站的平均月活跃用户数(MAUs)为7180万,较2016年同期的4940万增长45.3%。2017年","images":[{"img":"https://static.laohu8.com/26104ab416c0ccd92a6a99e15b7ba241"},{"img":"https://static.laohu8.com/a88d234003e20fde66df54d89063785d"},{"img":"https://static.laohu8.com/ee745f804b5a32fb70216e3cb337ccad"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163676","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":337,"gmtBegin":1520074550516,"gmtEnd":1548806400000,"type":1,"upper":1,"title":"B站和爱奇艺,你更看好谁的未来?","choices":[{"id":1260,"sort":1,"name":"爱奇艺","userSize":0,"voted":false},{"id":1261,"sort":2,"name":"B站","userSize":0,"voted":false}]},"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162419,"gmtCreate":1519776333425,"gmtModify":1704889682405,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"为啥跌","listText":"为啥跌","text":"为啥跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162419","repostId":"9701058","repostType":2,"isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148735,"gmtCreate":1516541757632,"gmtModify":1704887925729,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148735","repostId":"17861","repostType":1,"repost":{"id":17861,"gmtCreate":1466143732630,"gmtModify":1704871669895,"author":{"id":"143694455519544","authorId":"143694455519544","name":"投研帮","avatar":"https://static.tigerbbs.com/6231bee57b53d82c405ef899264d2caf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"143694455519544","authorIdStr":"143694455519544"},"themes":[],"title":"最接地气的黄金股深度研究(附股)","htmlText":"对于黄金$(GLD)$的超级大趋势,这篇不赘述了,前面讲过好多好多…… 今天的重点是,在黄金牛市已经启动的当下,除了买点实物黄金和ETF,还有什么优质投资标的,能起到金价的“杠杆”效应,博取大于金价涨幅的超额收益。 A股里的优质黄金标的其实挺少的,如果非让我选,选不出来就往死里挠我脚心,我会说两个。 一个是【紫金矿业】$(601899)$$(02899)$ 一个是【刚泰控股】$(600687)$ 但这两个我不打算多说了,A股的标的有无数研报和资料可以看,这篇研究的是美股。 要说黄金类优质标的还是要在美股选,那叫一个丰富多彩。 美股主板有149个黄金类股票,在OTC的更多。但你不能随便买,虽然都是黄金股,但之间的差距就像女神和女神经的差距。 你看,黄金产业从头到尾需要很多步骤: 要有人去勘探,探明哪里有黄金(Explorer) 探明了地下储备要有人去开采(Minner/Developer) 开采出来要生产加工(Producer) 加工好了要拿去卖(Physical Gold) 我简单解释一下: Explorer 这种公司整天都在野外,某个山腰上,跟山上的石矿“啪啪啪”。它们会建很多采矿营地(minning camps),驻扎在某个可能有金矿的地方进行勘探。 但这种公司你翻它们的财报,基本上看不到“经营活动现金流”(CFO),因为它们根本不赚钱。 它们的盈利模式就是,拼命地勘探,打井试图碰到矿体本身,一旦探明,就发表报告和新闻来吸引注意力,希望有人能把它包养了(收购)。 所以你也能看出来了,这种标的是风险最大的。这种公司要找到地下矿体,需要去到世界上最偏僻、气候最恶劣、地势最险恶的地方。工程难度巨大,成本巨高,而且需要非常专业的地质学家跟随。但盈亏同源,这样的公司一旦有了成果,就从女神经变成女神了,身价暴涨,潜在收益可以说无顶。 很显然,这种标的适合风险偏好强的人。","listText":"对于黄金$(GLD)$的超级大趋势,这篇不赘述了,前面讲过好多好多…… 今天的重点是,在黄金牛市已经启动的当下,除了买点实物黄金和ETF,还有什么优质投资标的,能起到金价的“杠杆”效应,博取大于金价涨幅的超额收益。 A股里的优质黄金标的其实挺少的,如果非让我选,选不出来就往死里挠我脚心,我会说两个。 一个是【紫金矿业】$(601899)$$(02899)$ 一个是【刚泰控股】$(600687)$ 但这两个我不打算多说了,A股的标的有无数研报和资料可以看,这篇研究的是美股。 要说黄金类优质标的还是要在美股选,那叫一个丰富多彩。 美股主板有149个黄金类股票,在OTC的更多。但你不能随便买,虽然都是黄金股,但之间的差距就像女神和女神经的差距。 你看,黄金产业从头到尾需要很多步骤: 要有人去勘探,探明哪里有黄金(Explorer) 探明了地下储备要有人去开采(Minner/Developer) 开采出来要生产加工(Producer) 加工好了要拿去卖(Physical Gold) 我简单解释一下: Explorer 这种公司整天都在野外,某个山腰上,跟山上的石矿“啪啪啪”。它们会建很多采矿营地(minning camps),驻扎在某个可能有金矿的地方进行勘探。 但这种公司你翻它们的财报,基本上看不到“经营活动现金流”(CFO),因为它们根本不赚钱。 它们的盈利模式就是,拼命地勘探,打井试图碰到矿体本身,一旦探明,就发表报告和新闻来吸引注意力,希望有人能把它包养了(收购)。 所以你也能看出来了,这种标的是风险最大的。这种公司要找到地下矿体,需要去到世界上最偏僻、气候最恶劣、地势最险恶的地方。工程难度巨大,成本巨高,而且需要非常专业的地质学家跟随。但盈亏同源,这样的公司一旦有了成果,就从女神经变成女神了,身价暴涨,潜在收益可以说无顶。 很显然,这种标的适合风险偏好强的人。","text":"对于黄金$(GLD)$的超级大趋势,这篇不赘述了,前面讲过好多好多…… 今天的重点是,在黄金牛市已经启动的当下,除了买点实物黄金和ETF,还有什么优质投资标的,能起到金价的“杠杆”效应,博取大于金价涨幅的超额收益。 A股里的优质黄金标的其实挺少的,如果非让我选,选不出来就往死里挠我脚心,我会说两个。 一个是【紫金矿业】$(601899)$$(02899)$ 一个是【刚泰控股】$(600687)$ 但这两个我不打算多说了,A股的标的有无数研报和资料可以看,这篇研究的是美股。 要说黄金类优质标的还是要在美股选,那叫一个丰富多彩。 美股主板有149个黄金类股票,在OTC的更多。但你不能随便买,虽然都是黄金股,但之间的差距就像女神和女神经的差距。 你看,黄金产业从头到尾需要很多步骤: 要有人去勘探,探明哪里有黄金(Explorer) 探明了地下储备要有人去开采(Minner/Developer) 开采出来要生产加工(Producer) 加工好了要拿去卖(Physical Gold) 我简单解释一下: Explorer 这种公司整天都在野外,某个山腰上,跟山上的石矿“啪啪啪”。它们会建很多采矿营地(minning camps),驻扎在某个可能有金矿的地方进行勘探。 但这种公司你翻它们的财报,基本上看不到“经营活动现金流”(CFO),因为它们根本不赚钱。 它们的盈利模式就是,拼命地勘探,打井试图碰到矿体本身,一旦探明,就发表报告和新闻来吸引注意力,希望有人能把它包养了(收购)。 所以你也能看出来了,这种标的是风险最大的。这种公司要找到地下矿体,需要去到世界上最偏僻、气候最恶劣、地势最险恶的地方。工程难度巨大,成本巨高,而且需要非常专业的地质学家跟随。但盈亏同源,这样的公司一旦有了成果,就从女神经变成女神了,身价暴涨,潜在收益可以说无顶。 很显然,这种标的适合风险偏好强的人。","images":[{"img":"https://static.laohu8.com/fc7965dfa3fa03c7cc9800a5eb982a95"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/17861","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147652,"gmtCreate":1516278518963,"gmtModify":1704887790940,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"title":"什么情况,我还没咋买呢","htmlText":"$GNC Holdings(GNC)$ 今天突然暴涨?并购?","listText":"$GNC Holdings(GNC)$ 今天突然暴涨?并购?","text":"$GNC Holdings(GNC)$ 今天突然暴涨?并购?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147652","isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147189,"gmtCreate":1516202827021,"gmtModify":1704887731621,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"title":"今年世界杯","htmlText":"$Yandex(YNDX)$ 在俄罗斯,可以关注一下这个。独联体国家的人都用","listText":"$Yandex(YNDX)$ 在俄罗斯,可以关注一下这个。独联体国家的人都用","text":"$Yandex(YNDX)$ 在俄罗斯,可以关注一下这个。独联体国家的人都用","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147189","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146554,"gmtCreate":1516115762038,"gmtModify":1704887650629,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"title":"业绩太差活跃也不行?","htmlText":"$Snap Inc(SNAP)$ 完蛋了啊!","listText":"$Snap Inc(SNAP)$ 完蛋了啊!","text":"$Snap Inc(SNAP)$ 完蛋了啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146554","isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142405,"gmtCreate":1515428237438,"gmtModify":1704887108536,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"我觉得任何梦想必须有商业模式,否则就是扯淡","listText":"我觉得任何梦想必须有商业模式,否则就是扯淡","text":"我觉得任何梦想必须有商业模式,否则就是扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142405","repostId":"142376","repostType":1,"repost":{"id":142376,"gmtCreate":1515426899305,"gmtModify":1704887105263,"author":{"id":"3445831548099450","authorId":"3445831548099450","name":"那个我","avatar":"https://static.tigerbbs.com/571cecff25a322e56f7a962e96512978","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3445831548099450","authorIdStr":"3445831548099450"},"themes":[],"title":"我想他不在呼🚗","htmlText":"$特斯拉(TSLA)$ 我想马斯克并不在乎特斯拉🚗的产能,增加产量这样没有技术含量和意义的事情不是他的梦想。在说一下子增长太快其他汽车公司没活路也不好。他真正想做的事情是把人类送入火星,这才是改变世界的梦想…………","listText":"$特斯拉(TSLA)$ 我想马斯克并不在乎特斯拉🚗的产能,增加产量这样没有技术含量和意义的事情不是他的梦想。在说一下子增长太快其他汽车公司没活路也不好。他真正想做的事情是把人类送入火星,这才是改变世界的梦想…………","text":"$特斯拉(TSLA)$ 我想马斯克并不在乎特斯拉🚗的产能,增加产量这样没有技术含量和意义的事情不是他的梦想。在说一下子增长太快其他汽车公司没活路也不好。他真正想做的事情是把人类送入火星,这才是改变世界的梦想…………","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139330,"gmtCreate":1514926910729,"gmtModify":1704886733569,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Yandex(YNDX)$ 感觉没人关注这个家伙。","listText":"$Yandex(YNDX)$ 感觉没人关注这个家伙。","text":"$Yandex(YNDX)$ 感觉没人关注这个家伙。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139330","isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139099,"gmtCreate":1514904399024,"gmtModify":1704886707906,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Snap Inc(SNAP)$ 太弱了,今天这么好的行情都不启动。大爷的","listText":"$Snap Inc(SNAP)$ 太弱了,今天这么好的行情都不启动。大爷的","text":"$Snap Inc(SNAP)$ 太弱了,今天这么好的行情都不启动。大爷的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/139099","isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"112836924956196","authorId":"112836924956196","name":"艾錢","avatar":"https://static.tigerbbs.com/f8c9f84fc20d63a4e1a5f868c06edf09","crmLevel":2,"crmLevelSwitch":0,"idStr":"112836924956196","authorIdStr":"112836924956196"},"content":"实在话~有点浪费时间!","text":"实在话~有点浪费时间!","html":"实在话~有点浪费时间!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138688,"gmtCreate":1514573089536,"gmtModify":1704886660703,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Snap Inc(SNAP)$ 什么情况啊,一直阴跌。","listText":"$Snap Inc(SNAP)$ 什么情况啊,一直阴跌。","text":"$Snap Inc(SNAP)$ 什么情况啊,一直阴跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138688","isVote":1,"tweetType":1,"viewCount":1866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138685,"gmtCreate":1514571882672,"gmtModify":1704886660533,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Apellis Pharmaceuticals Inc.(APLS)$ 这股票太猛了!一直不放量,换手很低。生物医药估计是今年的主旋律","listText":"$Apellis Pharmaceuticals Inc.(APLS)$ 这股票太猛了!一直不放量,换手很低。生物医药估计是今年的主旋律","text":"$Apellis Pharmaceuticals Inc.(APLS)$ 这股票太猛了!一直不放量,换手很低。生物医药估计是今年的主旋律","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138685","isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122324,"gmtCreate":1511796125804,"gmtModify":1704884651907,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$迅雷(XNET)$很多人不是要买吗?安全边际很重要","listText":"$迅雷(XNET)$很多人不是要买吗?安全边际很重要","text":"$迅雷(XNET)$很多人不是要买吗?安全边际很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122324","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122218,"gmtCreate":1511793816744,"gmtModify":1704884637168,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$红黄蓝(RYB)$别碰垃圾","listText":"$红黄蓝(RYB)$别碰垃圾","text":"$红黄蓝(RYB)$别碰垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122218","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122092,"gmtCreate":1511788298980,"gmtModify":1704884621546,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$猎豹移动(CMCM)$尼玛,复盛咋回事,不跟雷军混了,股票也不起飞了","listText":"$猎豹移动(CMCM)$尼玛,复盛咋回事,不跟雷军混了,股票也不起飞了","text":"$猎豹移动(CMCM)$尼玛,复盛咋回事,不跟雷军混了,股票也不起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/122092","isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119607,"gmtCreate":1511357355813,"gmtModify":1704884312220,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Snap Inc(SNAP)$今天咋样,大爷的","listText":"$Snap Inc(SNAP)$今天咋样,大爷的","text":"$Snap Inc(SNAP)$今天咋样,大爷的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/119607","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432371297592828","authorId":"3432371297592828","name":"胡狼爱美","avatar":"https://static.tigerbbs.com/5c5fe84335dd6fe788b8b280bd034b9f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3432371297592828","authorIdStr":"3432371297592828"},"content":"我设了红涨绿跌,呵呵","text":"我设了红涨绿跌,呵呵","html":"我设了红涨绿跌,呵呵"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115070,"gmtCreate":1510675314399,"gmtModify":1704883739963,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Snap Inc(SNAP)$今天改起飞了吧!","listText":"$Snap Inc(SNAP)$今天改起飞了吧!","text":"$Snap Inc(SNAP)$今天改起飞了吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115070","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":139099,"gmtCreate":1514904399024,"gmtModify":1704886707906,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Snap Inc(SNAP)$ 太弱了,今天这么好的行情都不启动。大爷的","listText":"$Snap Inc(SNAP)$ 太弱了,今天这么好的行情都不启动。大爷的","text":"$Snap Inc(SNAP)$ 太弱了,今天这么好的行情都不启动。大爷的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/139099","isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"112836924956196","authorId":"112836924956196","name":"艾錢","avatar":"https://static.tigerbbs.com/f8c9f84fc20d63a4e1a5f868c06edf09","crmLevel":2,"crmLevelSwitch":0,"idStr":"112836924956196","authorIdStr":"112836924956196"},"content":"实在话~有点浪费时间!","text":"实在话~有点浪费时间!","html":"实在话~有点浪费时间!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119607,"gmtCreate":1511357355813,"gmtModify":1704884312220,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Snap Inc(SNAP)$今天咋样,大爷的","listText":"$Snap Inc(SNAP)$今天咋样,大爷的","text":"$Snap Inc(SNAP)$今天咋样,大爷的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/119607","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432371297592828","authorId":"3432371297592828","name":"胡狼爱美","avatar":"https://static.tigerbbs.com/5c5fe84335dd6fe788b8b280bd034b9f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3432371297592828","authorIdStr":"3432371297592828"},"content":"我设了红涨绿跌,呵呵","text":"我设了红涨绿跌,呵呵","html":"我设了红涨绿跌,呵呵"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165665,"gmtCreate":1520690363624,"gmtModify":1704890100767,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"看好b站,估计估值偏高。长期关注吧","listText":"看好b站,估计估值偏高。长期关注吧","text":"看好b站,估计估值偏高。长期关注吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165665","repostId":"163676","repostType":1,"repost":{"id":163676,"gmtCreate":1520073726080,"gmtModify":1704889843223,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20703384576125","authorIdStr":"20703384576125"},"themes":[],"title":"B站紧随爱奇艺提交招股书,收入和成本都有天壤之别~","htmlText":"成立于2008年的弹幕王哔哩哔哩提交了招股说明书,拟融资4亿美元,上市代码:$(BILI)$。<a href=\"https://r.laohu8.com/lgq3\">招股书英文原版</a>; <a href=\"https://r.laohu8.com/lgq4\">B站招股书中文简要</a>; <a href=\"https://r.laohu8.com/lgq5\">爱奇艺招股书中文介绍</a> 由于跟爱奇艺提交F1仅隔3天,两者又都是视频行业,不免会作为比较。由于爱奇艺和B站都还未发价格区间,不好判断估值,暂且不评价。下面粗略对比一下核心数据和商业模式。 从定位来说, 爱奇艺是全视频服务平台,内容覆盖领域非常广,可以有原创和版权购买的专业制作内容,也可以是合作伙伴提供内容(PGC)、用户生产内容(UGC)。拥有超过7万部各类视频节目,分布在30多个品类。内容涉及人群也是老少皆宜。 而B站早年以ACG(动漫、游戏)相关视频起家,而后延伸发展至综合性内容平台。其内容传承早期用户自制、但经过专业策划和制作的高质量内容(PUGV)。而它的用户人群更年轻、更像是在一个细分领域深耕产品,根据招股书显示,截止2017年12月31日,B站约81.7%的用户是“Z世代”,即中国出生在1990年至2009年之间的一代人。 此外,B站拥有大量“UP主”即内容创作者,这点反而跟阅文集团有点类似,优质生产者、加上忠实用户群和精品内容构建三位一体的生态从而加固了平台黏性。但目前无论是爱奇艺还是腾讯视频、优酷土豆等大视频平台都很难称自己有用户忠诚度,换句话说,用户是追随内容,从而导致版权内容成本越来越高,并没有任何品牌护城河。 用户数据, 据招股书显示,2017年第四季度,B站的平均月活跃用户数(MAUs)为7180万,较2016年同期的4940万增长45.3%。2017年","listText":"成立于2008年的弹幕王哔哩哔哩提交了招股说明书,拟融资4亿美元,上市代码:$(BILI)$。<a href=\"https://r.laohu8.com/lgq3\">招股书英文原版</a>; <a href=\"https://r.laohu8.com/lgq4\">B站招股书中文简要</a>; <a href=\"https://r.laohu8.com/lgq5\">爱奇艺招股书中文介绍</a> 由于跟爱奇艺提交F1仅隔3天,两者又都是视频行业,不免会作为比较。由于爱奇艺和B站都还未发价格区间,不好判断估值,暂且不评价。下面粗略对比一下核心数据和商业模式。 从定位来说, 爱奇艺是全视频服务平台,内容覆盖领域非常广,可以有原创和版权购买的专业制作内容,也可以是合作伙伴提供内容(PGC)、用户生产内容(UGC)。拥有超过7万部各类视频节目,分布在30多个品类。内容涉及人群也是老少皆宜。 而B站早年以ACG(动漫、游戏)相关视频起家,而后延伸发展至综合性内容平台。其内容传承早期用户自制、但经过专业策划和制作的高质量内容(PUGV)。而它的用户人群更年轻、更像是在一个细分领域深耕产品,根据招股书显示,截止2017年12月31日,B站约81.7%的用户是“Z世代”,即中国出生在1990年至2009年之间的一代人。 此外,B站拥有大量“UP主”即内容创作者,这点反而跟阅文集团有点类似,优质生产者、加上忠实用户群和精品内容构建三位一体的生态从而加固了平台黏性。但目前无论是爱奇艺还是腾讯视频、优酷土豆等大视频平台都很难称自己有用户忠诚度,换句话说,用户是追随内容,从而导致版权内容成本越来越高,并没有任何品牌护城河。 用户数据, 据招股书显示,2017年第四季度,B站的平均月活跃用户数(MAUs)为7180万,较2016年同期的4940万增长45.3%。2017年","text":"成立于2008年的弹幕王哔哩哔哩提交了招股说明书,拟融资4亿美元,上市代码:$(BILI)$。招股书英文原版; B站招股书中文简要; 爱奇艺招股书中文介绍 由于跟爱奇艺提交F1仅隔3天,两者又都是视频行业,不免会作为比较。由于爱奇艺和B站都还未发价格区间,不好判断估值,暂且不评价。下面粗略对比一下核心数据和商业模式。 从定位来说, 爱奇艺是全视频服务平台,内容覆盖领域非常广,可以有原创和版权购买的专业制作内容,也可以是合作伙伴提供内容(PGC)、用户生产内容(UGC)。拥有超过7万部各类视频节目,分布在30多个品类。内容涉及人群也是老少皆宜。 而B站早年以ACG(动漫、游戏)相关视频起家,而后延伸发展至综合性内容平台。其内容传承早期用户自制、但经过专业策划和制作的高质量内容(PUGV)。而它的用户人群更年轻、更像是在一个细分领域深耕产品,根据招股书显示,截止2017年12月31日,B站约81.7%的用户是“Z世代”,即中国出生在1990年至2009年之间的一代人。 此外,B站拥有大量“UP主”即内容创作者,这点反而跟阅文集团有点类似,优质生产者、加上忠实用户群和精品内容构建三位一体的生态从而加固了平台黏性。但目前无论是爱奇艺还是腾讯视频、优酷土豆等大视频平台都很难称自己有用户忠诚度,换句话说,用户是追随内容,从而导致版权内容成本越来越高,并没有任何品牌护城河。 用户数据, 据招股书显示,2017年第四季度,B站的平均月活跃用户数(MAUs)为7180万,较2016年同期的4940万增长45.3%。2017年","images":[{"img":"https://static.laohu8.com/26104ab416c0ccd92a6a99e15b7ba241"},{"img":"https://static.laohu8.com/a88d234003e20fde66df54d89063785d"},{"img":"https://static.laohu8.com/ee745f804b5a32fb70216e3cb337ccad"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163676","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":337,"gmtBegin":1520074550516,"gmtEnd":1548806400000,"type":1,"upper":1,"title":"B站和爱奇艺,你更看好谁的未来?","choices":[{"id":1260,"sort":1,"name":"爱奇艺","userSize":0,"voted":false},{"id":1261,"sort":2,"name":"B站","userSize":0,"voted":false}]},"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148735,"gmtCreate":1516541757632,"gmtModify":1704887925729,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148735","repostId":"17861","repostType":1,"repost":{"id":17861,"gmtCreate":1466143732630,"gmtModify":1704871669895,"author":{"id":"143694455519544","authorId":"143694455519544","name":"投研帮","avatar":"https://static.tigerbbs.com/6231bee57b53d82c405ef899264d2caf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"143694455519544","authorIdStr":"143694455519544"},"themes":[],"title":"最接地气的黄金股深度研究(附股)","htmlText":"对于黄金$(GLD)$的超级大趋势,这篇不赘述了,前面讲过好多好多…… 今天的重点是,在黄金牛市已经启动的当下,除了买点实物黄金和ETF,还有什么优质投资标的,能起到金价的“杠杆”效应,博取大于金价涨幅的超额收益。 A股里的优质黄金标的其实挺少的,如果非让我选,选不出来就往死里挠我脚心,我会说两个。 一个是【紫金矿业】$(601899)$$(02899)$ 一个是【刚泰控股】$(600687)$ 但这两个我不打算多说了,A股的标的有无数研报和资料可以看,这篇研究的是美股。 要说黄金类优质标的还是要在美股选,那叫一个丰富多彩。 美股主板有149个黄金类股票,在OTC的更多。但你不能随便买,虽然都是黄金股,但之间的差距就像女神和女神经的差距。 你看,黄金产业从头到尾需要很多步骤: 要有人去勘探,探明哪里有黄金(Explorer) 探明了地下储备要有人去开采(Minner/Developer) 开采出来要生产加工(Producer) 加工好了要拿去卖(Physical Gold) 我简单解释一下: Explorer 这种公司整天都在野外,某个山腰上,跟山上的石矿“啪啪啪”。它们会建很多采矿营地(minning camps),驻扎在某个可能有金矿的地方进行勘探。 但这种公司你翻它们的财报,基本上看不到“经营活动现金流”(CFO),因为它们根本不赚钱。 它们的盈利模式就是,拼命地勘探,打井试图碰到矿体本身,一旦探明,就发表报告和新闻来吸引注意力,希望有人能把它包养了(收购)。 所以你也能看出来了,这种标的是风险最大的。这种公司要找到地下矿体,需要去到世界上最偏僻、气候最恶劣、地势最险恶的地方。工程难度巨大,成本巨高,而且需要非常专业的地质学家跟随。但盈亏同源,这样的公司一旦有了成果,就从女神经变成女神了,身价暴涨,潜在收益可以说无顶。 很显然,这种标的适合风险偏好强的人。","listText":"对于黄金$(GLD)$的超级大趋势,这篇不赘述了,前面讲过好多好多…… 今天的重点是,在黄金牛市已经启动的当下,除了买点实物黄金和ETF,还有什么优质投资标的,能起到金价的“杠杆”效应,博取大于金价涨幅的超额收益。 A股里的优质黄金标的其实挺少的,如果非让我选,选不出来就往死里挠我脚心,我会说两个。 一个是【紫金矿业】$(601899)$$(02899)$ 一个是【刚泰控股】$(600687)$ 但这两个我不打算多说了,A股的标的有无数研报和资料可以看,这篇研究的是美股。 要说黄金类优质标的还是要在美股选,那叫一个丰富多彩。 美股主板有149个黄金类股票,在OTC的更多。但你不能随便买,虽然都是黄金股,但之间的差距就像女神和女神经的差距。 你看,黄金产业从头到尾需要很多步骤: 要有人去勘探,探明哪里有黄金(Explorer) 探明了地下储备要有人去开采(Minner/Developer) 开采出来要生产加工(Producer) 加工好了要拿去卖(Physical Gold) 我简单解释一下: Explorer 这种公司整天都在野外,某个山腰上,跟山上的石矿“啪啪啪”。它们会建很多采矿营地(minning camps),驻扎在某个可能有金矿的地方进行勘探。 但这种公司你翻它们的财报,基本上看不到“经营活动现金流”(CFO),因为它们根本不赚钱。 它们的盈利模式就是,拼命地勘探,打井试图碰到矿体本身,一旦探明,就发表报告和新闻来吸引注意力,希望有人能把它包养了(收购)。 所以你也能看出来了,这种标的是风险最大的。这种公司要找到地下矿体,需要去到世界上最偏僻、气候最恶劣、地势最险恶的地方。工程难度巨大,成本巨高,而且需要非常专业的地质学家跟随。但盈亏同源,这样的公司一旦有了成果,就从女神经变成女神了,身价暴涨,潜在收益可以说无顶。 很显然,这种标的适合风险偏好强的人。","text":"对于黄金$(GLD)$的超级大趋势,这篇不赘述了,前面讲过好多好多…… 今天的重点是,在黄金牛市已经启动的当下,除了买点实物黄金和ETF,还有什么优质投资标的,能起到金价的“杠杆”效应,博取大于金价涨幅的超额收益。 A股里的优质黄金标的其实挺少的,如果非让我选,选不出来就往死里挠我脚心,我会说两个。 一个是【紫金矿业】$(601899)$$(02899)$ 一个是【刚泰控股】$(600687)$ 但这两个我不打算多说了,A股的标的有无数研报和资料可以看,这篇研究的是美股。 要说黄金类优质标的还是要在美股选,那叫一个丰富多彩。 美股主板有149个黄金类股票,在OTC的更多。但你不能随便买,虽然都是黄金股,但之间的差距就像女神和女神经的差距。 你看,黄金产业从头到尾需要很多步骤: 要有人去勘探,探明哪里有黄金(Explorer) 探明了地下储备要有人去开采(Minner/Developer) 开采出来要生产加工(Producer) 加工好了要拿去卖(Physical Gold) 我简单解释一下: Explorer 这种公司整天都在野外,某个山腰上,跟山上的石矿“啪啪啪”。它们会建很多采矿营地(minning camps),驻扎在某个可能有金矿的地方进行勘探。 但这种公司你翻它们的财报,基本上看不到“经营活动现金流”(CFO),因为它们根本不赚钱。 它们的盈利模式就是,拼命地勘探,打井试图碰到矿体本身,一旦探明,就发表报告和新闻来吸引注意力,希望有人能把它包养了(收购)。 所以你也能看出来了,这种标的是风险最大的。这种公司要找到地下矿体,需要去到世界上最偏僻、气候最恶劣、地势最险恶的地方。工程难度巨大,成本巨高,而且需要非常专业的地质学家跟随。但盈亏同源,这样的公司一旦有了成果,就从女神经变成女神了,身价暴涨,潜在收益可以说无顶。 很显然,这种标的适合风险偏好强的人。","images":[{"img":"https://static.laohu8.com/fc7965dfa3fa03c7cc9800a5eb982a95"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/17861","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147652,"gmtCreate":1516278518963,"gmtModify":1704887790940,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"title":"什么情况,我还没咋买呢","htmlText":"$GNC Holdings(GNC)$ 今天突然暴涨?并购?","listText":"$GNC Holdings(GNC)$ 今天突然暴涨?并购?","text":"$GNC Holdings(GNC)$ 今天突然暴涨?并购?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147652","isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139330,"gmtCreate":1514926910729,"gmtModify":1704886733569,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Yandex(YNDX)$ 感觉没人关注这个家伙。","listText":"$Yandex(YNDX)$ 感觉没人关注这个家伙。","text":"$Yandex(YNDX)$ 感觉没人关注这个家伙。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139330","isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122092,"gmtCreate":1511788298980,"gmtModify":1704884621546,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$猎豹移动(CMCM)$尼玛,复盛咋回事,不跟雷军混了,股票也不起飞了","listText":"$猎豹移动(CMCM)$尼玛,复盛咋回事,不跟雷军混了,股票也不起飞了","text":"$猎豹移动(CMCM)$尼玛,复盛咋回事,不跟雷军混了,股票也不起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/122092","isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138685,"gmtCreate":1514571882672,"gmtModify":1704886660533,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Apellis Pharmaceuticals Inc.(APLS)$ 这股票太猛了!一直不放量,换手很低。生物医药估计是今年的主旋律","listText":"$Apellis Pharmaceuticals Inc.(APLS)$ 这股票太猛了!一直不放量,换手很低。生物医药估计是今年的主旋律","text":"$Apellis Pharmaceuticals Inc.(APLS)$ 这股票太猛了!一直不放量,换手很低。生物医药估计是今年的主旋律","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138685","isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162419,"gmtCreate":1519776333425,"gmtModify":1704889682405,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"为啥跌","listText":"为啥跌","text":"为啥跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162419","repostId":"9701058","repostType":2,"isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147189,"gmtCreate":1516202827021,"gmtModify":1704887731621,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"title":"今年世界杯","htmlText":"$Yandex(YNDX)$ 在俄罗斯,可以关注一下这个。独联体国家的人都用","listText":"$Yandex(YNDX)$ 在俄罗斯,可以关注一下这个。独联体国家的人都用","text":"$Yandex(YNDX)$ 在俄罗斯,可以关注一下这个。独联体国家的人都用","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147189","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146554,"gmtCreate":1516115762038,"gmtModify":1704887650629,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"title":"业绩太差活跃也不行?","htmlText":"$Snap Inc(SNAP)$ 完蛋了啊!","listText":"$Snap Inc(SNAP)$ 完蛋了啊!","text":"$Snap Inc(SNAP)$ 完蛋了啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146554","isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142405,"gmtCreate":1515428237438,"gmtModify":1704887108536,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"我觉得任何梦想必须有商业模式,否则就是扯淡","listText":"我觉得任何梦想必须有商业模式,否则就是扯淡","text":"我觉得任何梦想必须有商业模式,否则就是扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142405","repostId":"142376","repostType":1,"repost":{"id":142376,"gmtCreate":1515426899305,"gmtModify":1704887105263,"author":{"id":"3445831548099450","authorId":"3445831548099450","name":"那个我","avatar":"https://static.tigerbbs.com/571cecff25a322e56f7a962e96512978","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3445831548099450","authorIdStr":"3445831548099450"},"themes":[],"title":"我想他不在呼🚗","htmlText":"$特斯拉(TSLA)$ 我想马斯克并不在乎特斯拉🚗的产能,增加产量这样没有技术含量和意义的事情不是他的梦想。在说一下子增长太快其他汽车公司没活路也不好。他真正想做的事情是把人类送入火星,这才是改变世界的梦想…………","listText":"$特斯拉(TSLA)$ 我想马斯克并不在乎特斯拉🚗的产能,增加产量这样没有技术含量和意义的事情不是他的梦想。在说一下子增长太快其他汽车公司没活路也不好。他真正想做的事情是把人类送入火星,这才是改变世界的梦想…………","text":"$特斯拉(TSLA)$ 我想马斯克并不在乎特斯拉🚗的产能,增加产量这样没有技术含量和意义的事情不是他的梦想。在说一下子增长太快其他汽车公司没活路也不好。他真正想做的事情是把人类送入火星,这才是改变世界的梦想…………","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138688,"gmtCreate":1514573089536,"gmtModify":1704886660703,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Snap Inc(SNAP)$ 什么情况啊,一直阴跌。","listText":"$Snap Inc(SNAP)$ 什么情况啊,一直阴跌。","text":"$Snap Inc(SNAP)$ 什么情况啊,一直阴跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138688","isVote":1,"tweetType":1,"viewCount":1866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122324,"gmtCreate":1511796125804,"gmtModify":1704884651907,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$迅雷(XNET)$很多人不是要买吗?安全边际很重要","listText":"$迅雷(XNET)$很多人不是要买吗?安全边际很重要","text":"$迅雷(XNET)$很多人不是要买吗?安全边际很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122324","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122218,"gmtCreate":1511793816744,"gmtModify":1704884637168,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$红黄蓝(RYB)$别碰垃圾","listText":"$红黄蓝(RYB)$别碰垃圾","text":"$红黄蓝(RYB)$别碰垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122218","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115070,"gmtCreate":1510675314399,"gmtModify":1704883739963,"author":{"id":"3463440387827503","authorId":"3463440387827503","name":"rayzhang","avatar":"https://static.laohu8.com/62ae092d24260d41391dc2f477648dcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463440387827503","authorIdStr":"3463440387827503"},"themes":[],"htmlText":"$Snap Inc(SNAP)$今天改起飞了吧!","listText":"$Snap Inc(SNAP)$今天改起飞了吧!","text":"$Snap Inc(SNAP)$今天改起飞了吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115070","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}