墨清池的个人主页 - 老虎社区

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2022-06-22

腾讯主要出于抖音的考虑！

抱歉，原内容已删除

2021-08-06

$新东方(EDU)$新东方会倒吗？

2019-12-19

$蔚来(NIO)$ 但愿安好！

2019-11-26

$蔚来(NIO)$ 加油蔚来！加油李斌！

2018-10-30

$吉利汽车(00175)$上个月参加吉利投标，没有中标。他们的工作人员说1个星期退还投标保证金。现在都过去一个月了，相关工作人员电话也不接！看看吉利是不是有问题？？？

2018-08-01

$阿里影业(01060)$关注中期财报

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href=\"https://laohu8.com/S/JPM\">摩根大通</a>、汇丰银行等机构也同样在减持。随即，新东方在线的股价持续回落，截至6月20日收盘已大幅下跌32.08%，报收16.98港元。</p><p>凭借“双语直播带货”火遍全网的新东方金牌教师董宇辉，只用了一周时间，就让“东方甄选”直播间的粉丝量从百万达到了千万级，更是从<a href=\"https://laohu8.com/S/DYIN\">抖音</a>带货榜的第156名一度跃升至第2，成为了业界顶流。而“东方甄选”在上周末、也就是618的最高潮期，在抖音平台获得了5232.3万的观看量，以目前该平台6亿的日活来计算，相当于在上周末每12位抖音用户中，就有一位进入了这个直播间。</p><p><img src=\"https://static.tigerbbs.com/3f264339eeb50d55dd03a1b199300c13\" tg-width=\"323\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p>然而，在出圈导致的股价上涨后，入股新东方6年的腾讯却选择了高位套现，这也意味着腾讯乃至摩根士丹利等机构对于新东方的未来，或许并不看好。要知道，腾讯方面在2016年就已入股新东方，即便是在去年教培行业迎来史无前例的寒潮时，其也并未弃新东方而去。那么为什么在许多人看来，腾讯这是高位套现、迅速离场的操作呢？</p><p>事实上，纵观东方甄选的爆火过程，多少总会给人一种若有若无的违和感，背后仿佛有一双双手在将其推向舞台中央。而直播带货的破圈，也使得新东方在线的股价应声而涨，这一逻辑其实与马斯克之于狗狗币非常相似，纯粹是靠马斯克的网红效应拉高了币价，而新东方在线的股价同样也是因为直播带货业务破圈、而受到了二级市场的热捧。</p><p><img src=\"https://static.tigerbbs.com/2470ec76c72dcffe35aa42e306a489ef\" tg-width=\"557\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p>当社交网络中充斥着关于东方甄选与董宇辉的相关消息时，这种饱和式的信息轰炸无疑能让许多人感觉，“这回新东方要活了”。但东方甄选此次的出圈无疑是天时、地利、人和的结果，其中，天时是临近618大促，各平台都有着炒热购物狂欢盛宴的需求；地利是其他头部主播的种种原因导致出现空白；而人和，则是新东方老师本身的专业素质与个人魅力，以及他们在80、90后的成长过程中有着特殊的地位，显然是有情怀加持的。</p><p>当下，新东方的直播带货业务或许只能用“鲜花着锦，烈火烹油”来形容，不然腾讯方面应该就是坚定持有、而不是高位套现了。那么东方甄选的成功出圈靠的是什么呢？是金牌主播董宇辉、是全网独此一家的双语直播带货、还是<a href=\"https://laohu8.com/S/000061\">农产品</a>这一平台力推的新领域。显然，这个问题的答案也决定了东方甄选是否拥有长期价值。但显而易见的是，在腾讯眼中东方甄选并没有值得长期持有的理由。</p><p><img src=\"https://static.tigerbbs.com/2d29864dbe8084ac619c795ee7802dc4\" tg-width=\"600\" tg-height=\"241\" referrerpolicy=\"no-referrer\"/></p><p>众所周知，新东方进入电商直播赛道是在去年年末，也是选择从农产品切入。据相关媒体的报道显示，这一团队在直播带货领域耕耘两个月后，累计销售额仅454.76万元、累计销量8.14万件，甚至还不如罗永浩一场直播的成绩。并且东方甄选扶农助农不收坑位费，推广普及优质农产品的策略已经执行了很久，所以如果仅仅只是因为这一个原因，那么当初俞敏洪亲自下场进行直播的时候，应该就已经爆红了。</p><p>然而，无论是依靠被称为 “<a href=\"https://laohu8.com/S/000931\">中关村</a>周杰伦”的董宇辉、还是靠独树一帜的双语直播，对于东方甄选而言可能都不是什么好事情，反而还反映出了致命的缺陷，那就是缺乏一个属于自己的商业模式。尽管东方甄选的双语直播看起来很有稀缺性，但这种稀缺性对应的是传播价值、而非商业价值，毕竟直播带货与知识传播显然是风马牛不相及的两件事，甚至双语直播从本质上来看，可以说是对电商直播的“叛逆”。</p><p><img src=\"https://static.tigerbbs.com/c30f91a7fedee2fc55f4b26a469b234d\" tg-width=\"307\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/></p><p>咋一看，东方甄选搞出的双语直播是电商直播赛道的“破坏性创新”，不疾不徐的产品介绍节奏以及输出知识点的直播内容，确实与“买它买它买它”式的传统模式有着显著的差异，甚至在直播间里刷屏的“我是来学知识”，也让人耳目一新。但仔细想想就不难发现，用户来直播间不是为了学英语、长知识，而是为了购物的，听着“李白乘舟将欲行，买袋大米行不行”这样的段子来愉悦购物过程看似不错，但如果真的要学知识，为什么不去正儿八经的知识类直播呢？</p><p>再加上购物本身其实是一种获得占有的行为，并期待“购物”这一行为会给生活带来改变，促使了购买行为产生快感。但倾向于“延迟满足”的学习却是反人性的，先贤孟子已经用“食、色，性也”，告诉了我们人类本能的自然性，更趋向于生存与纵欲。</p><p>所以从某种意义上来说，双语直播更像是互联网版的“花钱找罪受”。一次、两次可能还会让消费者感到新奇，但随着新鲜感的褪去，负面影响或许就会凸显出来，毕竟直播带货最终还是要回归如何让消费者心甘情愿买单上来。</p><p><img src=\"https://static.tigerbbs.com/d6dc6240027bc22e6f4925dbac6cdae7\" tg-width=\"600\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/></p><p>如果认为是东方甄选的破圈并不是新东方的胜利、而是董宇辉个人魅力的成功，那么新东方所面临的问题就更加棘手了。事实上，主播个人魅力所带来的核心竞争力正是头部主播诞生的基础，从李佳琦、薇娅、辛巴，到罗永浩、董宇辉莫不如此，但新东方可能会感到头疼的是董宇辉实在太成功，并且他一个人所带来的影响力和销售额，可能比其他东方甄选的主播加起来都多。</p><p>头部主播极强的影响力此前已经造就了强大的个人品牌，君不见，罗永浩、李佳琦、薇娅、辛巴都是自己当老板、或是核心合伙人。如果新东方是一家名不见经传的MCN，那么问题其实好解决，参考李佳琦与美One即可。可问题是新东方是一家上市十余年的成熟企业，给董宇辉颁发董事长特别奖和给予一定的公司股份几乎已经是极限，但对于一位已经拥有了极强议价权的头部主播来说，这样做就可以了吗？</p><p><img src=\"https://static.tigerbbs.com/edb5fc2be25233e2494b63d694ed26a6\" tg-width=\"600\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>所以新东方未来要解决的问题可能就在于此，作为一家拥有数万名员工的上市公司，注定其很难走传统MCN机构的路，如果东方甄选的商业模式与交个朋友、李佳琦没有区别，又要如何撑起280亿港元的市值呢。要知道根据艾媒咨询公布的数据显示，2021年MCN市场规模才仅仅330亿元左右。</p><p>因此对于如今的新东方来说，交个朋友目前进军的主播培训赛道或许反而更加适合，毕竟得益于此前在教育行业的背景，他们的专业性毋庸置疑。另一方面，直播带货的想象空间其实相对有限，如今各大MCN机构的估值就已经足够说明问题，而这又哪里有针对而“灵活就业人员”的成人职业教育未来可期呢。</p></body></html>","source":"lsy1577330215875","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>腾讯高位清仓新东方，东方甄选真的有长期价值吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯高位清仓新东方，东方甄选真的有长期价值吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 18:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/atzUcN8AKLXguUL-ZCKmUg><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近这段时间，依靠着“在直播间学英语”、“边剁手边学习”的双语直播带货，新东方俨然成为了热搜榜的常客，同时也让颓靡了许久的股价“一飞冲天”。自6月10日起截至上周五收盘，新东方在线的股价已上涨超过300%。但正当“618”大促落下帷幕，新的一周来临之时，新东方却迎来了腾讯的“背刺”。6月20日晚间，港交所披露的信息显示，腾讯控股在6月15日至6月16日出售了新东方在线的7460.39万股，减持后其...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/atzUcN8AKLXguUL-ZCKmUg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4096bdccbb3c1515960535cef432f81f","relate_stocks":{"BK1519":"在线教育","EDU":"新东方","BK4506":"内地教育股","BK4509":"腾讯概念","BK4535":"淡马锡持仓","BK1526":"科网股","09901":"新东方-S","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK1556":"内地教育股","00700":"腾讯控股","BK1588":"回港中概股","BK1591":"就地过年概念","BK4563":"昨日强势股","BK1516":"腾讯概念","BK1531":"手游股","BK1502":"双十一","BK1608":"元宇宙概念","BK1517":"云办公","TCEHY":"腾讯控股ADR"},"source_url":"https://mp.weixin.qq.com/s/atzUcN8AKLXguUL-ZCKmUg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140300488","content_text":"最近这段时间，依靠着“在直播间学英语”、“边剁手边学习”的双语直播带货，新东方俨然成为了热搜榜的常客，同时也让颓靡了许久的股价“一飞冲天”。自6月10日起截至上周五收盘，新东方在线的股价已上涨超过300%。但正当“618”大促落下帷幕，新的一周来临之时，新东方却迎来了腾讯的“背刺”。6月20日晚间，港交所披露的信息显示，腾讯控股在6月15日至6月16日出售了新东方在线的7460.39万股，减持后其持股比例已从9.04%降至1.58%，共套现7.19亿港元。事实上，不仅仅是腾讯，摩根士丹利、摩根大通、汇丰银行等机构也同样在减持。随即，新东方在线的股价持续回落，截至6月20日收盘已大幅下跌32.08%，报收16.98港元。凭借“双语直播带货”火遍全网的新东方金牌教师董宇辉，只用了一周时间，就让“东方甄选”直播间的粉丝量从百万达到了千万级，更是从抖音带货榜的第156名一度跃升至第2，成为了业界顶流。而“东方甄选”在上周末、也就是618的最高潮期，在抖音平台获得了5232.3万的观看量，以目前该平台6亿的日活来计算，相当于在上周末每12位抖音用户中，就有一位进入了这个直播间。然而，在出圈导致的股价上涨后，入股新东方6年的腾讯却选择了高位套现，这也意味着腾讯乃至摩根士丹利等机构对于新东方的未来，或许并不看好。要知道，腾讯方面在2016年就已入股新东方，即便是在去年教培行业迎来史无前例的寒潮时，其也并未弃新东方而去。那么为什么在许多人看来，腾讯这是高位套现、迅速离场的操作呢？事实上，纵观东方甄选的爆火过程，多少总会给人一种若有若无的违和感，背后仿佛有一双双手在将其推向舞台中央。而直播带货的破圈，也使得新东方在线的股价应声而涨，这一逻辑其实与马斯克之于狗狗币非常相似，纯粹是靠马斯克的网红效应拉高了币价，而新东方在线的股价同样也是因为直播带货业务破圈、而受到了二级市场的热捧。当社交网络中充斥着关于东方甄选与董宇辉的相关消息时，这种饱和式的信息轰炸无疑能让许多人感觉，“这回新东方要活了”。但东方甄选此次的出圈无疑是天时、地利、人和的结果，其中，天时是临近618大促，各平台都有着炒热购物狂欢盛宴的需求；地利是其他头部主播的种种原因导致出现空白；而人和，则是新东方老师本身的专业素质与个人魅力，以及他们在80、90后的成长过程中有着特殊的地位，显然是有情怀加持的。当下，新东方的直播带货业务或许只能用“鲜花着锦，烈火烹油”来形容，不然腾讯方面应该就是坚定持有、而不是高位套现了。那么东方甄选的成功出圈靠的是什么呢？是金牌主播董宇辉、是全网独此一家的双语直播带货、还是农产品这一平台力推的新领域。显然，这个问题的答案也决定了东方甄选是否拥有长期价值。但显而易见的是，在腾讯眼中东方甄选并没有值得长期持有的理由。众所周知，新东方进入电商直播赛道是在去年年末，也是选择从农产品切入。据相关媒体的报道显示，这一团队在直播带货领域耕耘两个月后，累计销售额仅454.76万元、累计销量8.14万件，甚至还不如罗永浩一场直播的成绩。并且东方甄选扶农助农不收坑位费，推广普及优质农产品的策略已经执行了很久，所以如果仅仅只是因为这一个原因，那么当初俞敏洪亲自下场进行直播的时候，应该就已经爆红了。然而，无论是依靠被称为 “中关村周杰伦”的董宇辉、还是靠独树一帜的双语直播，对于东方甄选而言可能都不是什么好事情，反而还反映出了致命的缺陷，那就是缺乏一个属于自己的商业模式。尽管东方甄选的双语直播看起来很有稀缺性，但这种稀缺性对应的是传播价值、而非商业价值，毕竟直播带货与知识传播显然是风马牛不相及的两件事，甚至双语直播从本质上来看，可以说是对电商直播的“叛逆”。咋一看，东方甄选搞出的双语直播是电商直播赛道的“破坏性创新”，不疾不徐的产品介绍节奏以及输出知识点的直播内容，确实与“买它买它买它”式的传统模式有着显著的差异，甚至在直播间里刷屏的“我是来学知识”，也让人耳目一新。但仔细想想就不难发现，用户来直播间不是为了学英语、长知识，而是为了购物的，听着“李白乘舟将欲行，买袋大米行不行”这样的段子来愉悦购物过程看似不错，但如果真的要学知识，为什么不去正儿八经的知识类直播呢？再加上购物本身其实是一种获得占有的行为，并期待“购物”这一行为会给生活带来改变，促使了购买行为产生快感。但倾向于“延迟满足”的学习却是反人性的，先贤孟子已经用“食、色，性也”，告诉了我们人类本能的自然性，更趋向于生存与纵欲。所以从某种意义上来说，双语直播更像是互联网版的“花钱找罪受”。一次、两次可能还会让消费者感到新奇，但随着新鲜感的褪去，负面影响或许就会凸显出来，毕竟直播带货最终还是要回归如何让消费者心甘情愿买单上来。如果认为是东方甄选的破圈并不是新东方的胜利、而是董宇辉个人魅力的成功，那么新东方所面临的问题就更加棘手了。事实上，主播个人魅力所带来的核心竞争力正是头部主播诞生的基础，从李佳琦、薇娅、辛巴，到罗永浩、董宇辉莫不如此，但新东方可能会感到头疼的是董宇辉实在太成功，并且他一个人所带来的影响力和销售额，可能比其他东方甄选的主播加起来都多。头部主播极强的影响力此前已经造就了强大的个人品牌，君不见，罗永浩、李佳琦、薇娅、辛巴都是自己当老板、或是核心合伙人。如果新东方是一家名不见经传的MCN，那么问题其实好解决，参考李佳琦与美One即可。可问题是新东方是一家上市十余年的成熟企业，给董宇辉颁发董事长特别奖和给予一定的公司股份几乎已经是极限，但对于一位已经拥有了极强议价权的头部主播来说，这样做就可以了吗？所以新东方未来要解决的问题可能就在于此，作为一家拥有数万名员工的上市公司，注定其很难走传统MCN机构的路，如果东方甄选的商业模式与交个朋友、李佳琦没有区别，又要如何撑起280亿港元的市值呢。要知道根据艾媒咨询公布的数据显示，2021年MCN市场规模才仅仅330亿元左右。因此对于如今的新东方来说，交个朋友目前进军的主播培训赛道或许反而更加适合，毕竟得益于此前在教育行业的背景，他们的专业性毋庸置疑。另一方面，直播带货的想象空间其实相对有限，如今各大MCN机构的估值就已经足够说明问题，而这又哪里有针对而“灵活就业人员”的成人职业教育未来可期呢。","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}