程全智_7822的个人主页 - 老虎社区

程全智_7822

程全智_7822

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IP属地：福建

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1主题

0勋章

2020-11-25

$奥罗拉大麻公司(ACB)$惨了，今天可能得全部绞死吊上半个月了，我怎么就没管住手呢，还加仓

2020-11-09

$奥罗拉大麻公司(ACB)$现在应该要开始启动了

2020-11-18

$奥罗拉大麻公司(ACB)$每天拉稀一次怎么玩

2021-02-05

$游戏驿站(GME)$赌场都没有10分钟封3次盘的道理

2020-11-12

$奥罗拉大麻公司(ACB)$大单昨天逃了好多啊，感觉要被套好久了

2020-12-03

$荔枝(LIZI)$中国真的有人听广播吗？

2020-11-24

$奥罗拉大麻公司(ACB)$还好跑的快，山顶套了我那么多天，一回本就跑了

2020-04-30

$WTI原油2006(CL2006)$现在14到16做空的太多了，上个月逼完多头，这个月主力逼空的话，只要价格维持在17到18，行权日一口气杀到23或者比7月合同高的概率很大，我也是小白如果有什么简介可以一起探讨

2021-09-14

$特斯拉(TSLA)$不会昨天大跌转涨，今天涨转跌吧，杀我两次？

2020-12-09

$京东(JD)$每天盘尾吸一波筹码，能不能晚点真实的

2020-04-30

$WTI原油2006(CL2006)$我怎么感觉有阴谋，上个月逼多平仓杀多头，这个月又要逼仓杀空头了。

2023-05-29

$美元/离岸人民币(USDCNH.FOREX)$

2021-07-23

$哔哩哔哩(BILI)$巴啦啦魔模范丈夫FJHXVSJFRZ🐣那些cVNCV

2020-08-18

真尼玛能吹

抱歉，原内容已删除

2020-05-06

$WTI原油2006(CL2006)$ 刚才发生了什么

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a>现在应该要开始启动了","text":"$奥罗拉大麻公司(ACB)$现在应该要开始启动了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/305827563","isVote":1,"tweetType":1,"viewCount":3839,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539953410184183","authorId":"3539953410184183","name":"月光人","avatar":"https://static.tigerbbs.com/f0fc8085e5dc0f8e645f9851fcb53f9c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3539953410184183","authorIdStr":"3539953410184183"},"content":"看看能不能破开盘价了","text":"看看能不能破开盘价了","html":"看看能不能破开盘价了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970820465,"gmtCreate":1597742788657,"gmtModify":1704216528785,"author":{"id":"3491689724099200","authorId":"3491689724099200","name":"程全智_7822","avatar":"https://static.tigerbbs.com/3dfe2a601487e78a5cdf7b1aba7c6fe1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491689724099200","authorIdStr":"3491689724099200"},"themes":[],"htmlText":"真尼玛能吹","listText":"真尼玛能吹","text":"真尼玛能吹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970820465","repostId":"2060606339","repostType":2,"repost":{"id":"2060606339","kind":"news","pubTimestamp":1597724413,"share":"https://www.laohu8.com/m/news/2060606339?lang=&edition=full","pubTime":"2020-08-18 12:20","market":"us","language":"zh","title":"B站，正在成为下一个腾讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2060606339","media":"36氪的朋友们","summary":"我们都会长大，B站也会有同样的焦虑。","content":"<html><body><div><p>编者按：本文来自微信公众号“真心编辑部”（ID:huchensia），作者：胡沉思，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p>\n<p>7月11日，海边。浪花伴着乐器声起舞，朴树戴了个帽子又蹦又跳，开心地唱着《FOREVER YOUNG》：</p>\n<p>所有曾疯狂过的都挂了，</p>\n<p>所有牛逼过的都颓了，</p>\n<p>所有不知天高地厚的，</p>\n<p>全都变沉默了。</p>\n<p>这是一场在B站上的直播，也是小破站为今年毕业生开的毕业晚会。当朴树出场后，弹幕上打着一排年轻人专有的术语：爷青回——爷的青春回来了。之后，这场每一帧都像电影画面的直播，也被录制成了视频放在B站上，735万播放，14万条弹幕。</p>\n<p>有用户在视频下放留言，“小破站是第一个想到为毕业生举办毕业晚会的平台了，感谢 B 站，感动！”有网友不合时宜的说道：其实芒果卫视从前年就有毕业歌会了.......然后，他就收到了成队形的回复“没感觉”。</p>\n<p><img src=\"https://img.36krcdn.com/20200818/v2_c0aa5629c049471d9ef6dc4418c6b6d2_img_000\"/></p>\n<p>两年前的那场综艺《快乐中国毕业歌会》，是由湖南卫视的两大王牌节目团队联合打造：《快乐大本营》和《歌手》。主持人有：何炅、谢娜、李维嘉、杜海涛、吴昕。演出嘉宾是：王力宏、张杰、火箭少女101女团、韩雪、赵雷。</p>\n<p>B站的晚会上没有主持人，只有浪花、落日、歌声和咸湿的海风，其演出嘉宾要么过气、要么不被大众所熟知、追捧：龚明威、橘子海乐队、老狼、乃万、沈以诚、低音赵鹏、逃跑计划、朴树、李宇春。</p>\n<p>所以，不管从明星阵容，还是从演出内容的多元化上看，湖南卫视完全是碾压小破站的。而且这两档节目的受众其实很一致，都是年轻人。但是，为何二者口碑会出现如此大的差异？B站为什么受年轻人偏爱？这个被称为小破站的地方到底有什么魅力？</p>\n<p>我们要想搞明白这三个问题，就得看懂B站的过去、现在以及未来。</p>\n<h2 label=\"一级标题\">过去：1998</h2>\n<p>1998年，B站的崛起在此时埋下了深深的伏笔。</p>\n<p>当时有两件事情对日后的B站意义深远，一个是开始逐步限制电视台播放日本动画，另一个是互联网进入寻常百姓家。于是，日本动画被驱赶到了一个全新的地方——“互联网”。</p>\n<p>没人能想到互联网加动画的影响力能对青少年如此大。那几年，《海贼王》、《火影忍者》、《死神》经过民间汉化组翻译后，在各个网站上疯传。虽然它们都没有登堂入室上电视台，却以“三大民工漫”的身份影响了90后。</p>\n<p>由于日本动画被赶出电视台，二次元爱好者急需一个“精神家园”。2007年，专门播出日本动画的视频网站Acfun（A站）成立。次年，A站模仿日本网站Niconico推出了弹幕功能，并开始将Niconico的热门作品正大光明地搬运。</p>\n<p>中国弹幕视频网站正式拥有了最早的两大文化——二次元和鬼畜。</p>\n<p>二次元是亚文化圈专门用语，来自于日语的“二次元（にじげん）”，意思是“二维”。相对地，“三次元（さんじげん）”被用来指代现实中的人物。最根本、最吸引人的东西是软色情和宅文化。</p>\n<p>鬼畜更像是网络暴力，特指是两种创作行为：音MAD、人力Vocaloid。前者是改变声音素材的音高和长度，然后当做乐器来演奏；后者是在原始素材中摘录出一些特定的音节，组合成作者想要的内容，让这个素材去充当歌手。</p>\n<p>早期创作的鬼畜视频，其素材大半是从Niconico上搬运来的。但聪明且报复心强的创作者们也制造了本土鬼畜符号：葛炮。葛炮真名葛平，是《蓝猫淘气三千问》的主角超威蓝猫的配音员，日本动画被“赶出”电视台后，填补空白的正是这部动画。</p>\n<p>2009年，有网友将葛平的一段视频上传到网络，这迅速引起了当A站网友的注意。大家咬牙切齿的把怒火发泄到了葛平身上，对他进行非常人的网络暴力，创造了无数的鬼畜视频。</p>\n<p><img src=\"https://img.36krcdn.com/20200818/v2_2e3f4410432343ed93a615d393a833b3_img_000\"/></p>\n<p>针对他的恶搞贯穿了整个2010年，包括刚刚改名的B站。</p>\n<p>此前，B站还只是个人网站Mikufans，由20岁的中二少年徐逸搭建，他是A站的常客，但不能忍受A站常常宕机，便敲键盘自己建站：内容全靠搬运，番剧从资源站上“扒皮”。因此，很长一段时间这里被称作“A站的后花园”。</p>\n<p>A、B站命运的分野是在2011年的某个晚上。金山副总裁陈睿西装革履的拿着罐可乐，端坐在徐逸面前。陈的用意很明显，他要投资B站，并且还说出了B站名字的来源：“选择bilibili这个名字，是因为《某科学的超电磁炮》里的炮姐吗？”</p>\n<p>徐逸接受了投资的提议，并在陈睿的帮助下，B站开始合法化、正版化、商业化。</p>\n<p>三年后，陈睿以董事长的身份，全职加入了<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>。他带来最大的改变是在意识形态上，全力引入动画《那年那兔那些事儿》，并在2016年向拍摄这部动画的公司投资2000万。</p>\n<p>此前，B站文化认同与日本太过密切。而这种形态，会让很多人不开心。</p>\n<p>不管有意还是无意，在陈睿入驻的那一刻，他向外宣称B站的核心竞争是文化与社区。而这二者必定是符合主流价值观的。</p>\n<p>陈睿解释过B站的社区问题：通过产品设计将B站变成一个弹性最大的社区，刻意降低社交属性，让用户少碰面。把B站打造成以内容为中心的社区，能极大避免原有用户的体验降低。用户见面只在视频下面，就算社区扩大了十倍，只要这一类内容还在，氛围是没有变化的。</p>\n<p>如此，也就能很好的回答第一个问题：为何B站和湖南卫视同做毕业歌会，口碑会出现如此大的差异？前者是社区与文化，后者是综艺与娱乐，大家上的是不同筹码的牌桌，才会造成如此大的口碑分化。</p>\n<p>而整个中文互联网，用户粘度有如此之大的另一个产品就是微信。不久前，美国总统特朗普宣布要封杀在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手机上微信。有博主在<a href=\"https://laohu8.com/S/WB\">微博</a>上发起二选一的投票，4.4万人参与，3.9万人选择微信。</p>\n<p><img src=\"https://img.36krcdn.com/20200818/v2_a6517b9f70ee44bbb3b75ebf8c2055a1_img_000\"/></p>\n<p>B站和微信各自靠着社区、社交，成长为互联网这个虚拟世界里的王国，但它们绝不是独立的。</p>\n<h2 label=\"一级标题\">现在：“我们”</h2>\n<p>2018年3月，B站赴美上市。当天，徐逸哭成了泪人，“总算熬出了一口气。”有件事他一直难以释怀，为什么总有人黑他，“我做那么多事干嘛？莫名其妙还要被人骂”。穿着黑色西装的陈睿则显得有些焦急，“我想快点做完，安心回去干活”。</p>\n<p>一人哭，另一人焦虑，都显得不合时宜，因为在招股书上，还写着他们的未实现的梦：</p>\n<p>“我们最初是一个受动画、漫画和游戏(ACG)启发的内容社区，现在已经发展成一个全方位的在线娱乐世界，涵盖了各种各样的类型和媒体格式，包括视频、直播和移动游戏。我们现在已经成为不同文化和兴趣者之家，也是为中国年轻一代发现文化趋势和现象的目的地。”</p>\n<p>资本市场却没有对文化买单。B站以每股11.50美元的价格发行，收盘价却在11.24美元。拆解招股书我们能发现，一个对外宣称的文化社区，营收大头是游戏，占了83.4%。而《Fate/grand Order》占游戏收入的72%，相当于59.76%的营收。</p>\n<p>小破站就是那么的不同，唯一一个靠游戏吃饭的视频网站。</p>\n<p><img src=\"https://img.36krcdn.com/20200818/v2_5b0af31dcc6649538d5a12b38be6e755_img_000\"/></p>\n<p>仅过了3个月，B站股价完成翻倍，站在了22.7美元。7月，B站遭到央视点名批评：“哔哩哔哩”网站及其他动漫网站和APP低俗内容，呼吁要传播制作正能量鲜明的青少年节目。B站股价血崩，跌破发行价致9.09美元。</p>\n<p>之后的一年半时间里,B站的股价一直在20美元左右起起落落。似乎市场对它的价值定义，就在这个区间。2020年5月初底，B站股价突然起飞，最高站上了51.25美元。是什么原因让B站一飞冲天？</p>\n<p>翻开它2020年Q1的财报，营收23.2亿元，其中游戏业务营收11.5亿元。还是一家游戏公司，并未让市场对它的预期反转。月活同比增长70%至1.72亿人，疫情下有这样的成绩并未让市场吃惊。</p>\n<p>真正让B站股价翻倍的信号：《后浪》登上央视。</p>\n<p>B站的用户结构里，Z世代超过80%。“Z世代”，即出生时间在 1990 年-2009 年间的年轻人。他们是网生一代，不如父辈们精明、能吃苦，最大的特点是：人傻钱多、激进、愿意为自己的爱好付费。</p>\n<p><img src=\"https://img.36krcdn.com/20200818/v2_1f388425f316495491163a8fb2b4ffaf_img_000\"/></p>\n<p>目标用户聚焦在这个群里上，还与日本文化亲近，受到严厉监管是B站应该付出的代价。但当“厉害了，我的国。”、“此生无悔入华夏。”这类似弹幕奔涌而现时，B站的情况就好起来了。</p>\n<p>另外，B站最“奇葩”的地方在于：没有贴片广告，并承诺永远不会有。即便后来还是推出了大会员服务，付费用户达到1340万人。但在这个以“白嫖”盛行的时代，付费之路同样任重道远。毕竟再年轻的人终究会长大，大家要还房贷的。</p>\n<p>B站现在阶段要做的就是服务、讨好大多数年轻人，这也不可避免的变得“市侩”。</p>\n<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>现阶段也在做同样的事，马化腾曾直言：害怕看不懂年轻人。这家公司以即时通讯软件QQ起家，创造了中文互联网无可替代的社交文化。那些年和现在，用QQ的都是“年轻人”。值得一提的是，腾讯的主要营收也来自游戏业务。</p>\n<p>“我们”都会长大，B站也会有同样的焦虑。</p>\n<h2 label=\"一级标题\">未来：美丽<a href=\"https://laohu8.com/S/600628\">新世界</a></h2>\n<p>B站上市时，招股书里还有句话：一个独特的在线娱乐世界。</p>\n<p>如今，独特二字值得商榷。弹幕文化早已经在各个视频网站普及，二次元内容的对手也越来越多。从内容上看，B站越来越“丰满”，拥有15个内容分区、7000余个文化圈层、200万个文化标签。同样的内容泛化能在各大内容平台上看到，B站并非唯一。</p>\n<p><img src=\"https://img.36krcdn.com/20200818/v2_7dfacd505dfb4e7681ca4166056b39c1_img_000\"/></p>\n<p>但B站却拥有巨大的想象空间，首先Z世代的出生人口数约3.24亿，B站的渗透率只有40%。在如今长视频与短视频越来越模糊的年代，B站未来的渗透率可以对比抖音的70%左右。<a href=\"https://laohu8.com/S/601162\">天风证券</a>预测，能够达到3.1亿人。</p>\n<p>也就是说，B站只要维持当前的水准，市值就有望翻3倍，达到约500亿美元。这完全得益于B站的“出圈”战略，内容类型从二次元和亚文化变成——流行娱乐、生活兴趣、游戏电竞、动漫、科技、知识。</p>\n<p>当然，这一切都离不开B站的核心资产——睿帝（陈睿）。</p>\n<p>首先是他的战略眼光超前，在2012年就位B站办理了《信息网络传播视听节目许可证》。而熟悉B站的人都知道，此证陈睿不止办了一张。这也许会成为陈睿“布局”的新棋子。</p>\n<p>陈睿在接受采访时，才坦言过自己的野心：要做中国<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>。这也许是个幌子，据天眼查数据显示，2013年至今，B站公开的对外投资事件有83个，包括并购在内，投资公司数目接近80家。</p>\n<p>B站的大部分投资都围绕ACG（动画、漫画、游戏）领域展开。除此之外，还有纪录片制作、音乐内容等公司。这种投资属于行业内纵向的延伸，但意义重大。游戏业务上,B站面临发行强、自研弱的尴尬局面。早些年腾讯同样面临，之后是通过并购、投资化解。</p>\n<p><img src=\"https://img.36krcdn.com/20200818/v2_875966f8cee6401b8090503d15c5938f_img_000\"/></p>\n<p>这样大而全的娱乐业务，除了B站就只有腾讯。</p>\n<p>目前B站很年轻，仅成立11年，把未来定位成文化品牌公司的目的很简单，想拥有自主优质IP。这样能大幅拓宽营收手段，在新兴领域和现有业务上游刃有余，以此来放慢变现节奏，获得未来成长的时间、空间。而这浓缩起来就是两个关键词“资本”和“流量”。</p>\n<p>早在十年前，一次讨论“什么是腾讯开放能力”的总办会上，十三岁的腾讯定了两个核心能力：一个叫作资本，一个叫作流量。</p></div></body></html>","source":"36kr_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>B站，正在成为下一个腾讯</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\nB站，正在成为下一个腾讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-18 12:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/842995765495557><strong>36氪的朋友们</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按：本文来自微信公众号“真心编辑部”（ID:huchensia），作者：胡沉思，36氪经授权发布。\n7月11日，海边。浪花伴着乐器声起舞，朴树戴了个帽子又蹦又跳，开心地唱着《FOREVER YOUNG》：\n所有曾疯狂过的都挂了，\n所有牛逼过的都颓了，\n所有不知天高地厚的，\n全都变沉默了。\n这是一场在B站上的直播，也是小破站为今年毕业生开的毕业晚会。当朴树出场后，弹幕上打着一排年轻人专有的术语：...</p>\n\n<a href=\"https://36kr.com/p/842995765495557\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR","QNETCN":"纳斯达克中美互联网老虎指数","BILI":"哔哩哔哩"},"source_url":"https://36kr.com/p/842995765495557","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2060606339","content_text":"编者按：本文来自微信公众号“真心编辑部”（ID:huchensia），作者：胡沉思，36氪经授权发布。\n7月11日，海边。浪花伴着乐器声起舞，朴树戴了个帽子又蹦又跳，开心地唱着《FOREVER YOUNG》：\n所有曾疯狂过的都挂了，\n所有牛逼过的都颓了，\n所有不知天高地厚的，\n全都变沉默了。\n这是一场在B站上的直播，也是小破站为今年毕业生开的毕业晚会。当朴树出场后，弹幕上打着一排年轻人专有的术语：爷青回——爷的青春回来了。之后，这场每一帧都像电影画面的直播，也被录制成了视频放在B站上，735万播放，14万条弹幕。\n有用户在视频下放留言，“小破站是第一个想到为毕业生举办毕业晚会的平台了，感谢 B 站，感动！”有网友不合时宜的说道：其实芒果卫视从前年就有毕业歌会了.......然后，他就收到了成队形的回复“没感觉”。\n\n两年前的那场综艺《快乐中国毕业歌会》，是由湖南卫视的两大王牌节目团队联合打造：《快乐大本营》和《歌手》。主持人有：何炅、谢娜、李维嘉、杜海涛、吴昕。演出嘉宾是：王力宏、张杰、火箭少女101女团、韩雪、赵雷。\nB站的晚会上没有主持人，只有浪花、落日、歌声和咸湿的海风，其演出嘉宾要么过气、要么不被大众所熟知、追捧：龚明威、橘子海乐队、老狼、乃万、沈以诚、低音赵鹏、逃跑计划、朴树、李宇春。\n所以，不管从明星阵容，还是从演出内容的多元化上看，湖南卫视完全是碾压小破站的。而且这两档节目的受众其实很一致，都是年轻人。但是，为何二者口碑会出现如此大的差异？B站为什么受年轻人偏爱？这个被称为小破站的地方到底有什么魅力？\n我们要想搞明白这三个问题，就得看懂B站的过去、现在以及未来。\n过去：1998\n1998年，B站的崛起在此时埋下了深深的伏笔。\n当时有两件事情对日后的B站意义深远，一个是开始逐步限制电视台播放日本动画，另一个是互联网进入寻常百姓家。于是，日本动画被驱赶到了一个全新的地方——“互联网”。\n没人能想到互联网加动画的影响力能对青少年如此大。那几年，《海贼王》、《火影忍者》、《死神》经过民间汉化组翻译后，在各个网站上疯传。虽然它们都没有登堂入室上电视台，却以“三大民工漫”的身份影响了90后。\n由于日本动画被赶出电视台，二次元爱好者急需一个“精神家园”。2007年，专门播出日本动画的视频网站Acfun（A站）成立。次年，A站模仿日本网站Niconico推出了弹幕功能，并开始将Niconico的热门作品正大光明地搬运。\n中国弹幕视频网站正式拥有了最早的两大文化——二次元和鬼畜。\n二次元是亚文化圈专门用语，来自于日语的“二次元（にじげん）”，意思是“二维”。相对地，“三次元（さんじげん）”被用来指代现实中的人物。最根本、最吸引人的东西是软色情和宅文化。\n鬼畜更像是网络暴力，特指是两种创作行为：音MAD、人力Vocaloid。前者是改变声音素材的音高和长度，然后当做乐器来演奏；后者是在原始素材中摘录出一些特定的音节，组合成作者想要的内容，让这个素材去充当歌手。\n早期创作的鬼畜视频，其素材大半是从Niconico上搬运来的。但聪明且报复心强的创作者们也制造了本土鬼畜符号：葛炮。葛炮真名葛平，是《蓝猫淘气三千问》的主角超威蓝猫的配音员，日本动画被“赶出”电视台后，填补空白的正是这部动画。\n2009年，有网友将葛平的一段视频上传到网络，这迅速引起了当A站网友的注意。大家咬牙切齿的把怒火发泄到了葛平身上，对他进行非常人的网络暴力，创造了无数的鬼畜视频。\n\n针对他的恶搞贯穿了整个2010年，包括刚刚改名的B站。\n此前，B站还只是个人网站Mikufans，由20岁的中二少年徐逸搭建，他是A站的常客，但不能忍受A站常常宕机，便敲键盘自己建站：内容全靠搬运，番剧从资源站上“扒皮”。因此，很长一段时间这里被称作“A站的后花园”。\nA、B站命运的分野是在2011年的某个晚上。金山副总裁陈睿西装革履的拿着罐可乐，端坐在徐逸面前。陈的用意很明显，他要投资B站，并且还说出了B站名字的来源：“选择bilibili这个名字，是因为《某科学的超电磁炮》里的炮姐吗？”\n徐逸接受了投资的提议，并在陈睿的帮助下，B站开始合法化、正版化、商业化。\n三年后，陈睿以董事长的身份，全职加入了哔哩哔哩。他带来最大的改变是在意识形态上，全力引入动画《那年那兔那些事儿》，并在2016年向拍摄这部动画的公司投资2000万。\n此前，B站文化认同与日本太过密切。而这种形态，会让很多人不开心。\n不管有意还是无意，在陈睿入驻的那一刻，他向外宣称B站的核心竞争是文化与社区。而这二者必定是符合主流价值观的。\n陈睿解释过B站的社区问题：通过产品设计将B站变成一个弹性最大的社区，刻意降低社交属性，让用户少碰面。把B站打造成以内容为中心的社区，能极大避免原有用户的体验降低。用户见面只在视频下面，就算社区扩大了十倍，只要这一类内容还在，氛围是没有变化的。\n如此，也就能很好的回答第一个问题：为何B站和湖南卫视同做毕业歌会，口碑会出现如此大的差异？前者是社区与文化，后者是综艺与娱乐，大家上的是不同筹码的牌桌，才会造成如此大的口碑分化。\n而整个中文互联网，用户粘度有如此之大的另一个产品就是微信。不久前，美国总统特朗普宣布要封杀在苹果手机上微信。有博主在微博上发起二选一的投票，4.4万人参与，3.9万人选择微信。\n\nB站和微信各自靠着社区、社交，成长为互联网这个虚拟世界里的王国，但它们绝不是独立的。\n现在：“我们”\n2018年3月，B站赴美上市。当天，徐逸哭成了泪人，“总算熬出了一口气。”有件事他一直难以释怀，为什么总有人黑他，“我做那么多事干嘛？莫名其妙还要被人骂”。穿着黑色西装的陈睿则显得有些焦急，“我想快点做完，安心回去干活”。\n一人哭，另一人焦虑，都显得不合时宜，因为在招股书上，还写着他们的未实现的梦：\n“我们最初是一个受动画、漫画和游戏(ACG)启发的内容社区，现在已经发展成一个全方位的在线娱乐世界，涵盖了各种各样的类型和媒体格式，包括视频、直播和移动游戏。我们现在已经成为不同文化和兴趣者之家，也是为中国年轻一代发现文化趋势和现象的目的地。”\n资本市场却没有对文化买单。B站以每股11.50美元的价格发行，收盘价却在11.24美元。拆解招股书我们能发现，一个对外宣称的文化社区，营收大头是游戏，占了83.4%。而《Fate/grand Order》占游戏收入的72%，相当于59.76%的营收。\n小破站就是那么的不同，唯一一个靠游戏吃饭的视频网站。\n\n仅过了3个月，B站股价完成翻倍，站在了22.7美元。7月，B站遭到央视点名批评：“哔哩哔哩”网站及其他动漫网站和APP低俗内容，呼吁要传播制作正能量鲜明的青少年节目。B站股价血崩，跌破发行价致9.09美元。\n之后的一年半时间里,B站的股价一直在20美元左右起起落落。似乎市场对它的价值定义，就在这个区间。2020年5月初底，B站股价突然起飞，最高站上了51.25美元。是什么原因让B站一飞冲天？\n翻开它2020年Q1的财报，营收23.2亿元，其中游戏业务营收11.5亿元。还是一家游戏公司，并未让市场对它的预期反转。月活同比增长70%至1.72亿人，疫情下有这样的成绩并未让市场吃惊。\n真正让B站股价翻倍的信号：《后浪》登上央视。\nB站的用户结构里，Z世代超过80%。“Z世代”，即出生时间在 1990 年-2009 年间的年轻人。他们是网生一代，不如父辈们精明、能吃苦，最大的特点是：人傻钱多、激进、愿意为自己的爱好付费。\n\n目标用户聚焦在这个群里上，还与日本文化亲近，受到严厉监管是B站应该付出的代价。但当“厉害了，我的国。”、“此生无悔入华夏。”这类似弹幕奔涌而现时，B站的情况就好起来了。\n另外，B站最“奇葩”的地方在于：没有贴片广告，并承诺永远不会有。即便后来还是推出了大会员服务，付费用户达到1340万人。但在这个以“白嫖”盛行的时代，付费之路同样任重道远。毕竟再年轻的人终究会长大，大家要还房贷的。\nB站现在阶段要做的就是服务、讨好大多数年轻人，这也不可避免的变得“市侩”。\n腾讯现阶段也在做同样的事，马化腾曾直言：害怕看不懂年轻人。这家公司以即时通讯软件QQ起家，创造了中文互联网无可替代的社交文化。那些年和现在，用QQ的都是“年轻人”。值得一提的是，腾讯的主要营收也来自游戏业务。\n“我们”都会长大，B站也会有同样的焦虑。\n未来：美丽新世界\nB站上市时，招股书里还有句话：一个独特的在线娱乐世界。\n如今，独特二字值得商榷。弹幕文化早已经在各个视频网站普及，二次元内容的对手也越来越多。从内容上看，B站越来越“丰满”，拥有15个内容分区、7000余个文化圈层、200万个文化标签。同样的内容泛化能在各大内容平台上看到，B站并非唯一。\n\n但B站却拥有巨大的想象空间，首先Z世代的出生人口数约3.24亿，B站的渗透率只有40%。在如今长视频与短视频越来越模糊的年代，B站未来的渗透率可以对比抖音的70%左右。天风证券预测，能够达到3.1亿人。\n也就是说，B站只要维持当前的水准，市值就有望翻3倍，达到约500亿美元。这完全得益于B站的“出圈”战略，内容类型从二次元和亚文化变成——流行娱乐、生活兴趣、游戏电竞、动漫、科技、知识。\n当然，这一切都离不开B站的核心资产——睿帝（陈睿）。\n首先是他的战略眼光超前，在2012年就位B站办理了《信息网络传播视听节目许可证》。而熟悉B站的人都知道，此证陈睿不止办了一张。这也许会成为陈睿“布局”的新棋子。\n陈睿在接受采访时，才坦言过自己的野心：要做中国迪士尼。这也许是个幌子，据天眼查数据显示，2013年至今，B站公开的对外投资事件有83个，包括并购在内，投资公司数目接近80家。\nB站的大部分投资都围绕ACG（动画、漫画、游戏）领域展开。除此之外，还有纪录片制作、音乐内容等公司。这种投资属于行业内纵向的延伸，但意义重大。游戏业务上,B站面临发行强、自研弱的尴尬局面。早些年腾讯同样面临，之后是通过并购、投资化解。\n\n这样大而全的娱乐业务，除了B站就只有腾讯。\n目前B站很年轻，仅成立11年，把未来定位成文化品牌公司的目的很简单，想拥有自主优质IP。这样能大幅拓宽营收手段，在新兴领域和现有业务上游刃有余，以此来放慢变现节奏，获得未来成长的时间、空间。而这浓缩起来就是两个关键词“资本”和“流量”。\n早在十年前，一次讨论“什么是腾讯开放能力”的总办会上，十三岁的腾讯定了两个核心能力：一个叫作资本，一个叫作流量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927166985,"gmtCreate":1588776052547,"gmtModify":1704178415573,"author":{"id":"3491689724099200","authorId":"3491689724099200","name":"程全智_7822","avatar":"https://static.tigerbbs.com/3dfe2a601487e78a5cdf7b1aba7c6fe1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491689724099200","authorIdStr":"3491689724099200"},"themes":[],"htmlText":"<a 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