AboutBlank的个人主页 - 老虎社区

AboutBlank

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2019-10-31

$有道(DAO)$ 目标20啊，都是小单就这么猛，坐等三石出手啊

2018-10-08

$Facebook(FB)$月底财报怎么看，能不能翻盘

2020-03-14

$有道(DAO)$也就这样了

2020-01-17

$台积电(TSM)$ 多空双杀[喷血]

2018-10-31

$Facebook(FB)$开始了

2020-08-20

$苹果(AAPL)$苹果这2万亿上窜下跳到底行不行啊！

2020-03-23

$纳指三倍做空ETF(SQQQ)$这节奏熔断是必须的了！！！

2019-09-05

$网易(NTES)$ 赚钱的都卖了，以后怎么办？

2019-08-16

$微软(MSFT)$ 明天估计可以能起一些，今天就这样了

2018-10-04

$百事可乐(PEP)$资金流入但股价不断下跌什么鬼

2020-03-13

$台积电(TSM)$如果这个行业也不行那基本完蛋了。

2020-01-16

$台积电(TSM)$ 你倒是支棱起来啊，白瞎了这财报啊

2021-09-28

这啥情况

【异动】半导体板块盘前走低，阿斯麦跌超5%

2020-07-16

所以晚上要出吗

台积电第二季度净利润1208亿台币，超出市场预期

2020-04-28

$哔哩哔哩(BILI)$这种都算抗疫板块了，财报估计用户稳增

2020-03-23

$纳指三倍做空ETF(SQQQ)$奔着熔断去了

2020-03-03

感觉智能笔也是个伪需求

网易有道Q4超一半营收用于营销费用，称增长目标>财务目标

2019-08-29

$斗鱼(DOYU)$ 资金都在出逃，怕是今天都顶不住

2019-08-20

$台积电(TSM)$ 大家都看好，然而开局猛跌

2018-09-05

$谷歌(GOOG)不是成立20周年吗，怎么这样庆祝啊！

去老虎APP查看更多动态

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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; 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href=\"https://laohu8.com/S/ASML\">阿斯麦</a>跌超5%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>1.6%。</p>\n<p><img src=\"https://static.tigerbbs.com/867b34508fd6e3138f31c39259cf6b76\" tg-width=\"847\" tg-height=\"641\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"ASML":"阿斯麦","03165":"华夏欧优股对冲"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168848952","content_text":"9月28日，美股半导体板块盘前走低。阿斯麦跌超5%，AMD、高通跌超2%，美光科技1.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970766536,"gmtCreate":1597912894325,"gmtModify":1704217200854,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>苹果这2万亿上窜下跳到底行不行啊！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>苹果这2万亿上窜下跳到底行不行啊！","text":"$苹果(AAPL)$苹果这2万亿上窜下跳到底行不行啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970766536","isVote":1,"tweetType":1,"viewCount":1546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941650183,"gmtCreate":1594897581242,"gmtModify":1704207326226,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"所以晚上要出吗","listText":"所以晚上要出吗","text":"所以晚上要出吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941650183","repostId":"1156124743","repostType":2,"repost":{"id":"1156124743","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1594877568,"share":"https://www.laohu8.com/m/news/1156124743?lang=&edition=full","pubTime":"2020-07-16 13:32","market":"us","language":"zh","title":"台积电第二季度净利润1208亿台币，超出市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1156124743","media":"老虎资讯综合","summary":"7月16日，台积电发布财报，财报显示，二季度营收3106.99亿新台币，毛利润1646.23亿新台币，毛利润率为53%，净利润1208.92亿新台币，摊薄之后每股收益为4.66新台币。与去年同期相比，","content":"<p>7月16日，台积电发布财报，财报显示，二季度营收3106.99亿新台币，毛利润1646.23亿新台币，毛利润率为53%，净利润1208.92亿新台币，摊薄之后每股收益为4.66新台币。</p><p>与去年同期相比，台积电二季度的营收同比增长28.9%，净利润和每股收益增长81%。同今年一季度相比，台积电二季度的营收略有增加，今年一季度的营收为3105.97亿新台币，净利润环比增长3.3%。</p><p>以美元计算，台积电二季度的营收为103.85亿美元，去年同期为77.5亿美元，同比大增34.1%，也高于上一季度的103.1亿美元。</p><p>台积电：在第二季度，7纳米芯片的出货量占了晶圆总收入的36%和16纳米芯片出货量占了18%；按平台计算，第二季度智能手机业务占收入的47%和高性能计算业务占收入的33%，而物联网、汽车、DCE和其他业务各占8%、4%、5%和3%。</p><p></p><p></p><p></p><p></p>","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\" 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.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台积电第二季度净利润1208亿台币，超出市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-07-16 13:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月16日，台积电发布财报，财报显示，二季度营收3106.99亿新台币，毛利润1646.23亿新台币，毛利润率为53%，净利润1208.92亿新台币，摊薄之后每股收益为4.66新台币。</p><p>与去年同期相比，台积电二季度的营收同比增长28.9%，净利润和每股收益增长81%。同今年一季度相比，台积电二季度的营收略有增加，今年一季度的营收为3105.97亿新台币，净利润环比增长3.3%。</p><p>以美元计算，台积电二季度的营收为103.85亿美元，去年同期为77.5亿美元，同比大增34.1%，也高于上一季度的103.1亿美元。</p><p>台积电：在第二季度，7纳米芯片的出货量占了晶圆总收入的36%和16纳米芯片出货量占了18%；按平台计算，第二季度智能手机业务占收入的47%和高性能计算业务占收入的33%，而物联网、汽车、DCE和其他业务各占8%、4%、5%和3%。</p><p></p><p></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156124743","content_text":"7月16日，台积电发布财报，财报显示，二季度营收3106.99亿新台币，毛利润1646.23亿新台币，毛利润率为53%，净利润1208.92亿新台币，摊薄之后每股收益为4.66新台币。与去年同期相比，台积电二季度的营收同比增长28.9%，净利润和每股收益增长81%。同今年一季度相比，台积电二季度的营收略有增加，今年一季度的营收为3105.97亿新台币，净利润环比增长3.3%。以美元计算，台积电二季度的营收为103.85亿美元，去年同期为77.5亿美元，同比大增34.1%，也高于上一季度的103.1亿美元。台积电：在第二季度，7纳米芯片的出货量占了晶圆总收入的36%和16纳米芯片出货量占了18%；按平台计算，第二季度智能手机业务占收入的47%和高性能计算业务占收入的33%，而物联网、汽车、DCE和其他业务各占8%、4%、5%和3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925239180,"gmtCreate":1588019764540,"gmtModify":1704366122128,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>这种都算抗疫板块了，财报估计用户稳增","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>这种都算抗疫板块了，财报估计用户稳增","text":"$哔哩哔哩(BILI)$这种都算抗疫板块了，财报估计用户稳增","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/925239180","isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920855586,"gmtCreate":1584977325345,"gmtModify":1704356437003,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>奔着熔断去了","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>奔着熔断去了","text":"$纳指三倍做空ETF(SQQQ)$奔着熔断去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920855586","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920125252,"gmtCreate":1584964027576,"gmtModify":1704356283216,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>这节奏熔断是必须的了！！！","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>这节奏熔断是必须的了！！！","text":"$纳指三倍做空ETF(SQQQ)$这节奏熔断是必须的了！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/920125252","isVote":1,"tweetType":1,"viewCount":2706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964975581,"gmtCreate":1584142642843,"gmtModify":1704353266023,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>也就这样了","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>也就这样了","text":"$有道(DAO)$也就这样了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964975581","isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964908777,"gmtCreate":1584110704199,"gmtModify":1704353137078,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>如果这个行业也不行那基本完蛋了。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>如果这个行业也不行那基本完蛋了。","text":"$台积电(TSM)$如果这个行业也不行那基本完蛋了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964908777","isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983630850,"gmtCreate":1583246579270,"gmtModify":1704349165696,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"感觉智能笔也是个伪需求","listText":"感觉智能笔也是个伪需求","text":"感觉智能笔也是个伪需求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983630850","repostId":"2016436240","repostType":2,"repost":{"id":"2016436240","kind":"news","pubTimestamp":1583076380,"share":"https://www.laohu8.com/m/news/2016436240?lang=&edition=full","pubTime":"2020-03-01 23:26","market":"us","language":"zh","title":"网易有道Q4超一半营收用于营销费用，称增长目标>财务目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2016436240","media":"娱乐资本论","summary":"原标题：网易有道Q4超一半营收用于营销费用，称增长目标>财务目标 来源：娱乐资本论作者/刘公子2月27日，网易有道发布Q4&2019全年财报，交出了上市后的首份答卷。当日收盘，有道市值为29.1亿美元","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/NTES\">网易</a>有道Q4超一半营收用于营销费用，称增长目标&gt;财务目标 来源：娱乐资本论</p><p>作者/刘公子</p><p>2月27日，网易<a href=\"https://laohu8.com/S/DAO\">有道</a>发布Q4&amp;2019全年财报，交出了上市后的首份答卷。</p><p>当日收盘，有道市值为29.1亿美元，与上市当日相比增长2倍多。财报发布后，有道股价小幅下跌2.19%，报25.47美元。</p><p>另一方面，2月10日收盘网易有道股价暴涨39.48%，领涨中概股，总市值一度为32. 97 亿美元，今年迄今累涨近100%，被股票市场重点提示值得关注。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/137/w605h332/20200301/cffd-iqfqmat1664415.png/w2048fin.jpg\"/></div><p>财报显示，2019年，网易有道净收入为13亿元（1.874亿美元），较2018年增长78.4%；运营亏损为6.090亿元（8630万美元），而2018年为2.191亿元。</p><p>从目前已上市的几家在线教育企业的财报来看，仅有“<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>”实现盈利，其他大多大幅亏损。在线教育行业的现阶段，并不以亏损论成败。</p><p>因此整体而言，有道的表现尚佳，各方面数据均呈现增长。而在线课程、智能硬件为主要构成的学习型产品和服务，已经成为网易有道主要营收来源。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/65/w554h311/20200301/454a-iqfqmat1949126.jpg/w2048fin.jpg\"/></div><p><a href=\"https://laohu8.com/S/C\">花旗</a>随后发表研报称，重申对网易有道“买入”评级，并将目标价从25美元提高到35美元，因对该公司的在线教育更加有信心。</p><p>K12增长强劲，智能笔2.0表现突出</p><p>建立在刚需之上的K12教育一直被称为培训行业的“兵家必争之地”。</p><p>2019年，网易有道K12 业务的年度销售额增长至 4.54 亿元人民币，同比增长 166％，占全部在线课程销售额的 48％。其中Q4的 销售额为 1.69 亿元人民币，同比增长 256％，其中又以初中业务增长最为强劲，Q4同比增长580%。</p><p>在付费人数上，2019年，网易有道K12付费学生规模达35.88万人，同比增长185.2%；Q4的课程付费人数达16.1万，同比增长366.3%。</p><p>可以说，无论在销售额还是付费人数上，有道的K12都增长迅猛，这也是2018年有道周枫“All in K12”的成果性体现。</p><p>有道方面表示，强劲的增长得益于对课程内容与产品的不断改进。“以我们增长最快的两个科目为例。我们按照新的国家考试大纲对初中语文课程进行了升级，添加了新的内容，提高学生的文学和人文素养。对于初中及高中物理课程，我们开发了难度等级不同的新内容。”周枫说。</p><p>看来在英语成就了<a href=\"https://laohu8.com/S/EDU\">新东方</a>，数学成就了学而思的情况下，有道精品课有意在语文方面撕开一条口子。</p><p>另一方面，有道精品课在内容方面的打磨和完善一直是有口皆碑，每一堂课程都经过数层审核才得以出现在用户的面前，有道第四季度的研发费用为 8930 万元人民币，而 2018 年第四季度为 5,060 万元人民币，同比增长了76.48%，投入一直在持续扩大。</p><p>而且相比其他线上教育机构，有道的老师以风格多样，教学灵活著称，在价格上也高于猿辅导的同类型班级，有业内人士称“有道精品课的老师和课程的品牌价值是大多数产品所无法比拟的。”据了解2017年有道精品课上年收入过百万的老师就有23位，这个数字相比在后续还在持续扩大。</p><p>化学赵瑛瑛、物理李楠、英语李辉、语文董腾.....有道在K12领域网罗了一众名师，所以即使价格在同类型机构中偏高，学生和家长依旧乐意买账。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/40/w486h354/20200301/9e20-iqfqmat1949180.jpg/w2048fin.jpg\"/></div><p>学而思（左）有道精品课（右）</p><p>到2019年底，有道精品课的主讲老师达151人，辅导老师达520人，并表示会继续搭建强大的主讲老师和辅导老师队伍。</p><p>其实有道精品课已经布局K12领域近4年时间，2017年有道精品课中的高中课程品类就以“黑马”之资杀入，当年创下单月营收突破1000万的成绩。随后，网易有道在K12在线课程上进一步加码，搭建了小学和初中的培优业务。周枫此前表示，2018年有道精品课K12的付费用户量增长了5倍，K12业务营收翻了3倍。</p><p>预计在接下来很长一段时间内，有道精品课都将与该领域的巨头<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、学而思网校遭遇正面交锋，要如何在新东方的重拳砸进高考年级和学而思的续班模式下，找到适合自身的增长模式，会是有道精品课接下来要面临的问题。</p><p>另一方面，有道智能学习硬件带来的收益突出。2019 年，有道学习硬件带来了 1.52 亿元人民币的收入。第四季度收入 6,700 万元人民币，在全年占比44% ，主要得益于2019年8月发布的第二代词典笔。</p><p>这款网易有道词典笔2.0目前在<a href=\"https://laohu8.com/S/JD\">京东</a>销量排名第一，远超同类其他产品，好评率较高。据了解这款产品除电子商务渠道以外，有道在第四季度还开始通过线下渠道销售产品，目前在 3 个省份进行销售。第四季度共售出超过 10 万支。有道后续计划在增加分销渠道，进一步拓展线下渠道分销。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/169/w769h1000/20200301/1e78-iqfqmat1949182.jpg/w2048fin.jpg\"/></div><p>周枫认为，硬件是把软件表现到极致的一种手段，“教育的智能硬件是个还未被开发的金矿。”</p><p>自媒体人丁道师表示硬件本身制造不是难点，关键还要看公司的AI能力，以及背后系统生态能力，网易有道背靠网易集团，在这方面有相比其他在线教育公司的优势。</p><p>2019全年净亏损达负6.374 亿，</p><p>增长目标&gt;财务目标</p><p>财报显示，第四季度网易有道的普通股股东应占净亏损为负2.057 亿元人民币，全年净亏损达负6.374 亿。</p><p>在有道财报的电话会议发言中，网易有道副总裁苏鹏表示：”建立可持续增长的业务是我们的目标，这意味着我们将专注于正确做事，而不仅是追求短期的财务目标，获取快速的收益。\"</p><p>也就是在有道发展的现阶段，增长目标&gt;财务目标，这与业内专家人士对有道发展重点的判断基本一致。</p><p>“有道应该不急着盈利，而是想筑高墙缓称王，先把规模化做上来。”有业内人士表示。</p><p>从集团层面看，丁磊似乎也做好了长期鏖战的准备。网易有道转型在线教育后，丁磊就曾表示有道并不追求短期的经济效益，网易将持续对有道进行输血。2019年上市，丁磊又追加了2000万美元投资，在此之前，网易集团便已经为有道提供了达8.78亿元的一年期贷款。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/533/w800h533/20200301/780c-iqfqmat1949250.jpg/w2048fin.jpg\"/></div><p>不过获客和营销，依旧是造成有道亏损的主要原因。</p><p>财报显示，有道第四季度的总营业费用为 3.265 亿元人民币（约合 4,690 万美元），而去年同期为 1.186 亿元人民币。其中· 第四季度的销售与营销费用为 2.058 亿元人民币，而 2018 年第四季度为 5,410 万元人民币。这一增长主要是由于销售和营销工作的加强，以及营销人员薪酬的增加。</p><p>相比其他在线教育机构，有道精品课有着丰富的自身渠道优势，有道云笔记、有道翻译、有道词典、网易邮箱、网易公开课、中国大学MOOC等众多产品都能够为有道精品课实现导流， 丁磊曾表示，有道词典用户与在线教育用户高度重合，这是他对在线教育业务的信心所在。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/496/w597h699/20200301/e446-iqfqmat1949248.jpg/w2048fin.jpg\"/></div><p>同时周枫在电话会议中表示，2019 年，我们平台的平均月活跃用户数同比增长了 12.2％，达到 1.081 亿，其中第四季度为 1.14 亿，近40%的在线课程新增付费用户来自于我们自有流量的转换。</p><p>但目前来看有道的自有流量并没能覆盖依旧高昂的营销支出费用。</p><p>不过这种用亏损来换增长的模式还是受到一些外界的质疑，网易也表示下一阶段，成本控制和优化会提上日程。</p><p>疫情中的有道：</p><p>广合作，重口碑，加强特色化内容</p><p>在知乎「如何看待网易有道为武汉中小学生免费提供线上寒假课程？」的问题下，前三个回答都对网易的举措和课程内容表示了高度的肯定，并分别收获4.4k，2.6k，2.9k的赞同，在评论区“不要放过我！重庆学子也想拥有！”的呼声也获得了近千的点赞。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/36/w1000h636/20200301/53aa-iqfqmat1949332.jpg/w2048fin.jpg\"/></div><p>在这次疫情的“停课不停学”中，有道精品课显得格外“珍惜机会”，先后与抖音快手等短视频平台，优爱腾视频网站，B站、央视频，以及<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a><a href=\"https://laohu8.com/S/HUYA\">虎牙</a>等直播平台，各OTT大屏终端等平台展开合作，开放免费课程。</p><p>毕竟这次疫情期，让上课成为了全国中小学生的刚需，释放了前所未有的用户需求和机会，有道精品课是本次和各平台合作范围最广，开放内容最多的机构之一，而且涵盖从少儿教育、K12、成人教育三个学段的教育内容，每个课程视频基本在1-2小时，诚意十足。</p><p>除了录播课、直播课，有道精品课还分别与B站和央视频合作打造了定制课。B站本就学习氛围浓厚，用户年龄层较低，央视频此前因直播<a href=\"https://laohu8.com/S/RTN\">雷神</a>山、火神山建造过程，用户量很大，“我们希望能做一些特色课程进行传播，目前看来与两家平台的定制类型的内容合作效果都比较好。” 网易有道副总刘韧磊告诉剁椒娱投。</p><p>“为了更好地了解对方的需求，我们和B站、央视频都特别开过会，也希望多一些素质教育的内容。”为此有道特别请清华大学的老师开设了积极心理学的课程，请生物老师，讲解了学生疫情防控第一课。</p><p>在2月15日——2月21日的第一阶段直播课结束后，2月25日起有道精品课开始了在B站上的又一轮直播课，而此前化学老师做排骨向学生介绍其中所蕴含的“美拉德反应”；物理老师拆音箱找磁铁讲解电磁场等，充满生活气息的讲课方式在B站收获一片好评。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/145/w640h305/20200301/8476-iqfqmat1949330.jpg/w2048fin.jpg\"/></div><p>“从29（农历）开始我们就没休息，教研、辅导、技术、产品、市场，大家都在一个高饱和状态，除夕早上开始送课，我们应该是第一家给武汉送课的机构。”刘韧磊介绍，有道的老师疫情期的状态是，又要上原有的付费课，又要上免费公益直播课，有的还有和平台的定制课。</p><p>录播课一套下来就要几十个小时，而各平台的格式要求又不尽相同，相关工作量很大，还有多平台的直播课，需要进行推流、拉流，以及自身App需要及时维护和调整，因此技术部门承担的压力很大。</p><p>此外，此次与平台合作还让有道在下沉市场渗透效果显著。据网易有道副总刘韧磊透露，有道公益课的用户分布下沉比较明显，三至五线城市用户占比近七成。</p><p>以往下沉市场人群更倾向于线下培训，刘韧磊认为此次开放免费课程有利于使对在线教育不了解、有抵触的群体，去重新完成理解和认知。</p><p>可以说，有道在这次疫情中积极发挥自身优势，力争在各平台“露脸”刷存在感，力争做出特色化的课程，实现营销获客。</p><p>“这次疫情剩下的营销费用在第一季度财报中会有明显表现，应该也会摊薄2020年全年的营销费用。”有业内人士评价。</p></body></html>","source":"sina_symbol","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>网易有道Q4超一半营收用于营销费用，称增长目标>财务目标</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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#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网易有道Q4超一半营收用于营销费用，称增长目标>财务目标\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-01 23:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-03-01/doc-iimxxstf5626179.shtml><strong>娱乐资本论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：网易有道Q4超一半营收用于营销费用，称增长目标>财务目标 来源：娱乐资本论作者/刘公子2月27日，网易有道发布Q4&2019全年财报，交出了上市后的首份答卷。当日收盘，有道市值为29.1亿美元，与上市当日相比增长2倍多。财报发布后，有道股价小幅下跌2.19%，报25.47美元。另一方面，2月10日收盘网易有道股价暴涨39.48%，领涨中概股，总市值一度为32. 97 亿美元，今年迄今累涨近...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-03-01/doc-iimxxstf5626179.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/fcabf75ca25b5c2a5767c559e42702f8","relate_stocks":{"DAO":"有道","NTES":"网易"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-03-01/doc-iimxxstf5626179.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2016436240","content_text":"原标题：网易有道Q4超一半营收用于营销费用，称增长目标>财务目标 来源：娱乐资本论作者/刘公子2月27日，网易有道发布Q4&2019全年财报，交出了上市后的首份答卷。当日收盘，有道市值为29.1亿美元，与上市当日相比增长2倍多。财报发布后，有道股价小幅下跌2.19%，报25.47美元。另一方面，2月10日收盘网易有道股价暴涨39.48%，领涨中概股，总市值一度为32. 97 亿美元，今年迄今累涨近100%，被股票市场重点提示值得关注。财报显示，2019年，网易有道净收入为13亿元（1.874亿美元），较2018年增长78.4%；运营亏损为6.090亿元（8630万美元），而2018年为2.191亿元。从目前已上市的几家在线教育企业的财报来看，仅有“跟谁学”实现盈利，其他大多大幅亏损。在线教育行业的现阶段，并不以亏损论成败。因此整体而言，有道的表现尚佳，各方面数据均呈现增长。而在线课程、智能硬件为主要构成的学习型产品和服务，已经成为网易有道主要营收来源。花旗随后发表研报称，重申对网易有道“买入”评级，并将目标价从25美元提高到35美元，因对该公司的在线教育更加有信心。K12增长强劲，智能笔2.0表现突出建立在刚需之上的K12教育一直被称为培训行业的“兵家必争之地”。2019年，网易有道K12 业务的年度销售额增长至 4.54 亿元人民币，同比增长 166％，占全部在线课程销售额的 48％。其中Q4的 销售额为 1.69 亿元人民币，同比增长 256％，其中又以初中业务增长最为强劲，Q4同比增长580%。在付费人数上，2019年，网易有道K12付费学生规模达35.88万人，同比增长185.2%；Q4的课程付费人数达16.1万，同比增长366.3%。可以说，无论在销售额还是付费人数上，有道的K12都增长迅猛，这也是2018年有道周枫“All in K12”的成果性体现。有道方面表示，强劲的增长得益于对课程内容与产品的不断改进。“以我们增长最快的两个科目为例。我们按照新的国家考试大纲对初中语文课程进行了升级，添加了新的内容，提高学生的文学和人文素养。对于初中及高中物理课程，我们开发了难度等级不同的新内容。”周枫说。看来在英语成就了新东方，数学成就了学而思的情况下，有道精品课有意在语文方面撕开一条口子。另一方面，有道精品课在内容方面的打磨和完善一直是有口皆碑，每一堂课程都经过数层审核才得以出现在用户的面前，有道第四季度的研发费用为 8930 万元人民币，而 2018 年第四季度为 5,060 万元人民币，同比增长了76.48%，投入一直在持续扩大。而且相比其他线上教育机构，有道的老师以风格多样，教学灵活著称，在价格上也高于猿辅导的同类型班级，有业内人士称“有道精品课的老师和课程的品牌价值是大多数产品所无法比拟的。”据了解2017年有道精品课上年收入过百万的老师就有23位，这个数字相比在后续还在持续扩大。化学赵瑛瑛、物理李楠、英语李辉、语文董腾.....有道在K12领域网罗了一众名师，所以即使价格在同类型机构中偏高，学生和家长依旧乐意买账。学而思（左）有道精品课（右）到2019年底，有道精品课的主讲老师达151人，辅导老师达520人，并表示会继续搭建强大的主讲老师和辅导老师队伍。其实有道精品课已经布局K12领域近4年时间，2017年有道精品课中的高中课程品类就以“黑马”之资杀入，当年创下单月营收突破1000万的成绩。随后，网易有道在K12在线课程上进一步加码，搭建了小学和初中的培优业务。周枫此前表示，2018年有道精品课K12的付费用户量增长了5倍，K12业务营收翻了3倍。预计在接下来很长一段时间内，有道精品课都将与该领域的巨头新东方在线、学而思网校遭遇正面交锋，要如何在新东方的重拳砸进高考年级和学而思的续班模式下，找到适合自身的增长模式，会是有道精品课接下来要面临的问题。另一方面，有道智能学习硬件带来的收益突出。2019 年，有道学习硬件带来了 1.52 亿元人民币的收入。第四季度收入 6,700 万元人民币，在全年占比44% ，主要得益于2019年8月发布的第二代词典笔。这款网易有道词典笔2.0目前在京东销量排名第一，远超同类其他产品，好评率较高。据了解这款产品除电子商务渠道以外，有道在第四季度还开始通过线下渠道销售产品，目前在 3 个省份进行销售。第四季度共售出超过 10 万支。有道后续计划在增加分销渠道，进一步拓展线下渠道分销。周枫认为，硬件是把软件表现到极致的一种手段，“教育的智能硬件是个还未被开发的金矿。”自媒体人丁道师表示硬件本身制造不是难点，关键还要看公司的AI能力，以及背后系统生态能力，网易有道背靠网易集团，在这方面有相比其他在线教育公司的优势。2019全年净亏损达负6.374 亿，增长目标>财务目标财报显示，第四季度网易有道的普通股股东应占净亏损为负2.057 亿元人民币，全年净亏损达负6.374 亿。在有道财报的电话会议发言中，网易有道副总裁苏鹏表示：”建立可持续增长的业务是我们的目标，这意味着我们将专注于正确做事，而不仅是追求短期的财务目标，获取快速的收益。\"也就是在有道发展的现阶段，增长目标>财务目标，这与业内专家人士对有道发展重点的判断基本一致。“有道应该不急着盈利，而是想筑高墙缓称王，先把规模化做上来。”有业内人士表示。从集团层面看，丁磊似乎也做好了长期鏖战的准备。网易有道转型在线教育后，丁磊就曾表示有道并不追求短期的经济效益，网易将持续对有道进行输血。2019年上市，丁磊又追加了2000万美元投资，在此之前，网易集团便已经为有道提供了达8.78亿元的一年期贷款。不过获客和营销，依旧是造成有道亏损的主要原因。财报显示，有道第四季度的总营业费用为 3.265 亿元人民币（约合 4,690 万美元），而去年同期为 1.186 亿元人民币。其中· 第四季度的销售与营销费用为 2.058 亿元人民币，而 2018 年第四季度为 5,410 万元人民币。这一增长主要是由于销售和营销工作的加强，以及营销人员薪酬的增加。相比其他在线教育机构，有道精品课有着丰富的自身渠道优势，有道云笔记、有道翻译、有道词典、网易邮箱、网易公开课、中国大学MOOC等众多产品都能够为有道精品课实现导流， 丁磊曾表示，有道词典用户与在线教育用户高度重合，这是他对在线教育业务的信心所在。同时周枫在电话会议中表示，2019 年，我们平台的平均月活跃用户数同比增长了 12.2％，达到 1.081 亿，其中第四季度为 1.14 亿，近40%的在线课程新增付费用户来自于我们自有流量的转换。但目前来看有道的自有流量并没能覆盖依旧高昂的营销支出费用。不过这种用亏损来换增长的模式还是受到一些外界的质疑，网易也表示下一阶段，成本控制和优化会提上日程。疫情中的有道：广合作，重口碑，加强特色化内容在知乎「如何看待网易有道为武汉中小学生免费提供线上寒假课程？」的问题下，前三个回答都对网易的举措和课程内容表示了高度的肯定，并分别收获4.4k，2.6k，2.9k的赞同，在评论区“不要放过我！重庆学子也想拥有！”的呼声也获得了近千的点赞。在这次疫情的“停课不停学”中，有道精品课显得格外“珍惜机会”，先后与抖音快手等短视频平台，优爱腾视频网站，B站、央视频，以及斗鱼虎牙等直播平台，各OTT大屏终端等平台展开合作，开放免费课程。毕竟这次疫情期，让上课成为了全国中小学生的刚需，释放了前所未有的用户需求和机会，有道精品课是本次和各平台合作范围最广，开放内容最多的机构之一，而且涵盖从少儿教育、K12、成人教育三个学段的教育内容，每个课程视频基本在1-2小时，诚意十足。除了录播课、直播课，有道精品课还分别与B站和央视频合作打造了定制课。B站本就学习氛围浓厚，用户年龄层较低，央视频此前因直播雷神山、火神山建造过程，用户量很大，“我们希望能做一些特色课程进行传播，目前看来与两家平台的定制类型的内容合作效果都比较好。” 网易有道副总刘韧磊告诉剁椒娱投。“为了更好地了解对方的需求，我们和B站、央视频都特别开过会，也希望多一些素质教育的内容。”为此有道特别请清华大学的老师开设了积极心理学的课程，请生物老师，讲解了学生疫情防控第一课。在2月15日——2月21日的第一阶段直播课结束后，2月25日起有道精品课开始了在B站上的又一轮直播课，而此前化学老师做排骨向学生介绍其中所蕴含的“美拉德反应”；物理老师拆音箱找磁铁讲解电磁场等，充满生活气息的讲课方式在B站收获一片好评。“从29（农历）开始我们就没休息，教研、辅导、技术、产品、市场，大家都在一个高饱和状态，除夕早上开始送课，我们应该是第一家给武汉送课的机构。”刘韧磊介绍，有道的老师疫情期的状态是，又要上原有的付费课，又要上免费公益直播课，有的还有和平台的定制课。录播课一套下来就要几十个小时，而各平台的格式要求又不尽相同，相关工作量很大，还有多平台的直播课，需要进行推流、拉流，以及自身App需要及时维护和调整，因此技术部门承担的压力很大。此外，此次与平台合作还让有道在下沉市场渗透效果显著。据网易有道副总刘韧磊透露，有道公益课的用户分布下沉比较明显，三至五线城市用户占比近七成。以往下沉市场人群更倾向于线下培训，刘韧磊认为此次开放免费课程有利于使对在线教育不了解、有抵触的群体，去重新完成理解和认知。可以说，有道在这次疫情中积极发挥自身优势，力争在各平台“露脸”刷存在感，力争做出特色化的课程，实现营销获客。“这次疫情剩下的营销费用在第一季度财报中会有明显表现，应该也会摊薄2020年全年的营销费用。”有业内人士评价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916965674,"gmtCreate":1579192626298,"gmtModify":1704339262167,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a 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16:20","market":"us","language":"zh","title":"【异动】半导体板块盘前走低，阿斯麦跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168848952","media":"老虎资讯综合","summary":"9月28日，美股半导体板块盘前走低。阿斯麦跌超5%，AMD、高通跌超2%，美光科技1.6%。","content":"<p>9月28日，美股半导体板块盘前走低。<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>跌超5%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>1.6%。</p>\n<p><img src=\"https://static.tigerbbs.com/867b34508fd6e3138f31c39259cf6b76\" tg-width=\"847\" tg-height=\"641\" width=\"100%\" height=\"auto\"></p>","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>【异动】半导体板块盘前走低，阿斯麦跌超5%</title>\n<style 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href=\"https://laohu8.com/S/ASML\">阿斯麦</a>跌超5%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超2%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>1.6%。</p>\n<p><img src=\"https://static.tigerbbs.com/867b34508fd6e3138f31c39259cf6b76\" tg-width=\"847\" tg-height=\"641\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"ASML":"阿斯麦","03165":"华夏欧优股对冲"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168848952","content_text":"9月28日，美股半导体板块盘前走低。阿斯麦跌超5%，AMD、高通跌超2%，美光科技1.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941650183,"gmtCreate":1594897581242,"gmtModify":1704207326226,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"所以晚上要出吗","listText":"所以晚上要出吗","text":"所以晚上要出吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941650183","repostId":"1156124743","repostType":2,"repost":{"id":"1156124743","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1594877568,"share":"https://www.laohu8.com/m/news/1156124743?lang=&edition=full","pubTime":"2020-07-16 13:32","market":"us","language":"zh","title":"台积电第二季度净利润1208亿台币，超出市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1156124743","media":"老虎资讯综合","summary":"7月16日，台积电发布财报，财报显示，二季度营收3106.99亿新台币，毛利润1646.23亿新台币，毛利润率为53%，净利润1208.92亿新台币，摊薄之后每股收益为4.66新台币。与去年同期相比，","content":"<p>7月16日，台积电发布财报，财报显示，二季度营收3106.99亿新台币，毛利润1646.23亿新台币，毛利润率为53%，净利润1208.92亿新台币，摊薄之后每股收益为4.66新台币。</p><p>与去年同期相比，台积电二季度的营收同比增长28.9%，净利润和每股收益增长81%。同今年一季度相比，台积电二季度的营收略有增加，今年一季度的营收为3105.97亿新台币，净利润环比增长3.3%。</p><p>以美元计算，台积电二季度的营收为103.85亿美元，去年同期为77.5亿美元，同比大增34.1%，也高于上一季度的103.1亿美元。</p><p>台积电：在第二季度，7纳米芯片的出货量占了晶圆总收入的36%和16纳米芯片出货量占了18%；按平台计算，第二季度智能手机业务占收入的47%和高性能计算业务占收入的33%，而物联网、汽车、DCE和其他业务各占8%、4%、5%和3%。</p><p></p><p></p><p></p><p></p>","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>台积电第二季度净利润1208亿台币，超出市场预期</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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.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台积电第二季度净利润1208亿台币，超出市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-07-16 13:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月16日，台积电发布财报，财报显示，二季度营收3106.99亿新台币，毛利润1646.23亿新台币，毛利润率为53%，净利润1208.92亿新台币，摊薄之后每股收益为4.66新台币。</p><p>与去年同期相比，台积电二季度的营收同比增长28.9%，净利润和每股收益增长81%。同今年一季度相比，台积电二季度的营收略有增加，今年一季度的营收为3105.97亿新台币，净利润环比增长3.3%。</p><p>以美元计算，台积电二季度的营收为103.85亿美元，去年同期为77.5亿美元，同比大增34.1%，也高于上一季度的103.1亿美元。</p><p>台积电：在第二季度，7纳米芯片的出货量占了晶圆总收入的36%和16纳米芯片出货量占了18%；按平台计算，第二季度智能手机业务占收入的47%和高性能计算业务占收入的33%，而物联网、汽车、DCE和其他业务各占8%、4%、5%和3%。</p><p></p><p></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156124743","content_text":"7月16日，台积电发布财报，财报显示，二季度营收3106.99亿新台币，毛利润1646.23亿新台币，毛利润率为53%，净利润1208.92亿新台币，摊薄之后每股收益为4.66新台币。与去年同期相比，台积电二季度的营收同比增长28.9%，净利润和每股收益增长81%。同今年一季度相比，台积电二季度的营收略有增加，今年一季度的营收为3105.97亿新台币，净利润环比增长3.3%。以美元计算，台积电二季度的营收为103.85亿美元，去年同期为77.5亿美元，同比大增34.1%，也高于上一季度的103.1亿美元。台积电：在第二季度，7纳米芯片的出货量占了晶圆总收入的36%和16纳米芯片出货量占了18%；按平台计算，第二季度智能手机业务占收入的47%和高性能计算业务占收入的33%，而物联网、汽车、DCE和其他业务各占8%、4%、5%和3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925239180,"gmtCreate":1588019764540,"gmtModify":1704366122128,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>这种都算抗疫板块了，财报估计用户稳增","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>这种都算抗疫板块了，财报估计用户稳增","text":"$哔哩哔哩(BILI)$这种都算抗疫板块了，财报估计用户稳增","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/925239180","isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920855586,"gmtCreate":1584977325345,"gmtModify":1704356437003,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>奔着熔断去了","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>奔着熔断去了","text":"$纳指三倍做空ETF(SQQQ)$奔着熔断去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920855586","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983630850,"gmtCreate":1583246579270,"gmtModify":1704349165696,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"感觉智能笔也是个伪需求","listText":"感觉智能笔也是个伪需求","text":"感觉智能笔也是个伪需求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983630850","repostId":"2016436240","repostType":2,"repost":{"id":"2016436240","kind":"news","pubTimestamp":1583076380,"share":"https://www.laohu8.com/m/news/2016436240?lang=&edition=full","pubTime":"2020-03-01 23:26","market":"us","language":"zh","title":"网易有道Q4超一半营收用于营销费用，称增长目标>财务目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2016436240","media":"娱乐资本论","summary":"原标题：网易有道Q4超一半营收用于营销费用，称增长目标>财务目标 来源：娱乐资本论作者/刘公子2月27日，网易有道发布Q4&2019全年财报，交出了上市后的首份答卷。当日收盘，有道市值为29.1亿美元","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/NTES\">网易</a>有道Q4超一半营收用于营销费用，称增长目标&gt;财务目标 来源：娱乐资本论</p><p>作者/刘公子</p><p>2月27日，网易<a href=\"https://laohu8.com/S/DAO\">有道</a>发布Q4&amp;2019全年财报，交出了上市后的首份答卷。</p><p>当日收盘，有道市值为29.1亿美元，与上市当日相比增长2倍多。财报发布后，有道股价小幅下跌2.19%，报25.47美元。</p><p>另一方面，2月10日收盘网易有道股价暴涨39.48%，领涨中概股，总市值一度为32. 97 亿美元，今年迄今累涨近100%，被股票市场重点提示值得关注。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/137/w605h332/20200301/cffd-iqfqmat1664415.png/w2048fin.jpg\"/></div><p>财报显示，2019年，网易有道净收入为13亿元（1.874亿美元），较2018年增长78.4%；运营亏损为6.090亿元（8630万美元），而2018年为2.191亿元。</p><p>从目前已上市的几家在线教育企业的财报来看，仅有“<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>”实现盈利，其他大多大幅亏损。在线教育行业的现阶段，并不以亏损论成败。</p><p>因此整体而言，有道的表现尚佳，各方面数据均呈现增长。而在线课程、智能硬件为主要构成的学习型产品和服务，已经成为网易有道主要营收来源。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/65/w554h311/20200301/454a-iqfqmat1949126.jpg/w2048fin.jpg\"/></div><p><a href=\"https://laohu8.com/S/C\">花旗</a>随后发表研报称，重申对网易有道“买入”评级，并将目标价从25美元提高到35美元，因对该公司的在线教育更加有信心。</p><p>K12增长强劲，智能笔2.0表现突出</p><p>建立在刚需之上的K12教育一直被称为培训行业的“兵家必争之地”。</p><p>2019年，网易有道K12 业务的年度销售额增长至 4.54 亿元人民币，同比增长 166％，占全部在线课程销售额的 48％。其中Q4的 销售额为 1.69 亿元人民币，同比增长 256％，其中又以初中业务增长最为强劲，Q4同比增长580%。</p><p>在付费人数上，2019年，网易有道K12付费学生规模达35.88万人，同比增长185.2%；Q4的课程付费人数达16.1万，同比增长366.3%。</p><p>可以说，无论在销售额还是付费人数上，有道的K12都增长迅猛，这也是2018年有道周枫“All in K12”的成果性体现。</p><p>有道方面表示，强劲的增长得益于对课程内容与产品的不断改进。“以我们增长最快的两个科目为例。我们按照新的国家考试大纲对初中语文课程进行了升级，添加了新的内容，提高学生的文学和人文素养。对于初中及高中物理课程，我们开发了难度等级不同的新内容。”周枫说。</p><p>看来在英语成就了<a href=\"https://laohu8.com/S/EDU\">新东方</a>，数学成就了学而思的情况下，有道精品课有意在语文方面撕开一条口子。</p><p>另一方面，有道精品课在内容方面的打磨和完善一直是有口皆碑，每一堂课程都经过数层审核才得以出现在用户的面前，有道第四季度的研发费用为 8930 万元人民币，而 2018 年第四季度为 5,060 万元人民币，同比增长了76.48%，投入一直在持续扩大。</p><p>而且相比其他线上教育机构，有道的老师以风格多样，教学灵活著称，在价格上也高于猿辅导的同类型班级，有业内人士称“有道精品课的老师和课程的品牌价值是大多数产品所无法比拟的。”据了解2017年有道精品课上年收入过百万的老师就有23位，这个数字相比在后续还在持续扩大。</p><p>化学赵瑛瑛、物理李楠、英语李辉、语文董腾.....有道在K12领域网罗了一众名师，所以即使价格在同类型机构中偏高，学生和家长依旧乐意买账。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/40/w486h354/20200301/9e20-iqfqmat1949180.jpg/w2048fin.jpg\"/></div><p>学而思（左）有道精品课（右）</p><p>到2019年底，有道精品课的主讲老师达151人，辅导老师达520人，并表示会继续搭建强大的主讲老师和辅导老师队伍。</p><p>其实有道精品课已经布局K12领域近4年时间，2017年有道精品课中的高中课程品类就以“黑马”之资杀入，当年创下单月营收突破1000万的成绩。随后，网易有道在K12在线课程上进一步加码，搭建了小学和初中的培优业务。周枫此前表示，2018年有道精品课K12的付费用户量增长了5倍，K12业务营收翻了3倍。</p><p>预计在接下来很长一段时间内，有道精品课都将与该领域的巨头<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、学而思网校遭遇正面交锋，要如何在新东方的重拳砸进高考年级和学而思的续班模式下，找到适合自身的增长模式，会是有道精品课接下来要面临的问题。</p><p>另一方面，有道智能学习硬件带来的收益突出。2019 年，有道学习硬件带来了 1.52 亿元人民币的收入。第四季度收入 6,700 万元人民币，在全年占比44% ，主要得益于2019年8月发布的第二代词典笔。</p><p>这款网易有道词典笔2.0目前在<a href=\"https://laohu8.com/S/JD\">京东</a>销量排名第一，远超同类其他产品，好评率较高。据了解这款产品除电子商务渠道以外，有道在第四季度还开始通过线下渠道销售产品，目前在 3 个省份进行销售。第四季度共售出超过 10 万支。有道后续计划在增加分销渠道，进一步拓展线下渠道分销。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/169/w769h1000/20200301/1e78-iqfqmat1949182.jpg/w2048fin.jpg\"/></div><p>周枫认为，硬件是把软件表现到极致的一种手段，“教育的智能硬件是个还未被开发的金矿。”</p><p>自媒体人丁道师表示硬件本身制造不是难点，关键还要看公司的AI能力，以及背后系统生态能力，网易有道背靠网易集团，在这方面有相比其他在线教育公司的优势。</p><p>2019全年净亏损达负6.374 亿，</p><p>增长目标&gt;财务目标</p><p>财报显示，第四季度网易有道的普通股股东应占净亏损为负2.057 亿元人民币，全年净亏损达负6.374 亿。</p><p>在有道财报的电话会议发言中，网易有道副总裁苏鹏表示：”建立可持续增长的业务是我们的目标，这意味着我们将专注于正确做事，而不仅是追求短期的财务目标，获取快速的收益。\"</p><p>也就是在有道发展的现阶段，增长目标&gt;财务目标，这与业内专家人士对有道发展重点的判断基本一致。</p><p>“有道应该不急着盈利，而是想筑高墙缓称王，先把规模化做上来。”有业内人士表示。</p><p>从集团层面看，丁磊似乎也做好了长期鏖战的准备。网易有道转型在线教育后，丁磊就曾表示有道并不追求短期的经济效益，网易将持续对有道进行输血。2019年上市，丁磊又追加了2000万美元投资，在此之前，网易集团便已经为有道提供了达8.78亿元的一年期贷款。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/533/w800h533/20200301/780c-iqfqmat1949250.jpg/w2048fin.jpg\"/></div><p>不过获客和营销，依旧是造成有道亏损的主要原因。</p><p>财报显示，有道第四季度的总营业费用为 3.265 亿元人民币（约合 4,690 万美元），而去年同期为 1.186 亿元人民币。其中· 第四季度的销售与营销费用为 2.058 亿元人民币，而 2018 年第四季度为 5,410 万元人民币。这一增长主要是由于销售和营销工作的加强，以及营销人员薪酬的增加。</p><p>相比其他在线教育机构，有道精品课有着丰富的自身渠道优势，有道云笔记、有道翻译、有道词典、网易邮箱、网易公开课、中国大学MOOC等众多产品都能够为有道精品课实现导流， 丁磊曾表示，有道词典用户与在线教育用户高度重合，这是他对在线教育业务的信心所在。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/496/w597h699/20200301/e446-iqfqmat1949248.jpg/w2048fin.jpg\"/></div><p>同时周枫在电话会议中表示，2019 年，我们平台的平均月活跃用户数同比增长了 12.2％，达到 1.081 亿，其中第四季度为 1.14 亿，近40%的在线课程新增付费用户来自于我们自有流量的转换。</p><p>但目前来看有道的自有流量并没能覆盖依旧高昂的营销支出费用。</p><p>不过这种用亏损来换增长的模式还是受到一些外界的质疑，网易也表示下一阶段，成本控制和优化会提上日程。</p><p>疫情中的有道：</p><p>广合作，重口碑，加强特色化内容</p><p>在知乎「如何看待网易有道为武汉中小学生免费提供线上寒假课程？」的问题下，前三个回答都对网易的举措和课程内容表示了高度的肯定，并分别收获4.4k，2.6k，2.9k的赞同，在评论区“不要放过我！重庆学子也想拥有！”的呼声也获得了近千的点赞。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/36/w1000h636/20200301/53aa-iqfqmat1949332.jpg/w2048fin.jpg\"/></div><p>在这次疫情的“停课不停学”中，有道精品课显得格外“珍惜机会”，先后与抖音快手等短视频平台，优爱腾视频网站，B站、央视频，以及<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a><a href=\"https://laohu8.com/S/HUYA\">虎牙</a>等直播平台，各OTT大屏终端等平台展开合作，开放免费课程。</p><p>毕竟这次疫情期，让上课成为了全国中小学生的刚需，释放了前所未有的用户需求和机会，有道精品课是本次和各平台合作范围最广，开放内容最多的机构之一，而且涵盖从少儿教育、K12、成人教育三个学段的教育内容，每个课程视频基本在1-2小时，诚意十足。</p><p>除了录播课、直播课，有道精品课还分别与B站和央视频合作打造了定制课。B站本就学习氛围浓厚，用户年龄层较低，央视频此前因直播<a href=\"https://laohu8.com/S/RTN\">雷神</a>山、火神山建造过程，用户量很大，“我们希望能做一些特色课程进行传播，目前看来与两家平台的定制类型的内容合作效果都比较好。” 网易有道副总刘韧磊告诉剁椒娱投。</p><p>“为了更好地了解对方的需求，我们和B站、央视频都特别开过会，也希望多一些素质教育的内容。”为此有道特别请清华大学的老师开设了积极心理学的课程，请生物老师，讲解了学生疫情防控第一课。</p><p>在2月15日——2月21日的第一阶段直播课结束后，2月25日起有道精品课开始了在B站上的又一轮直播课，而此前化学老师做排骨向学生介绍其中所蕴含的“美拉德反应”；物理老师拆音箱找磁铁讲解电磁场等，充满生活气息的讲课方式在B站收获一片好评。</p><div><img src=\"http://k.sinaimg.cn/n/spider202031/145/w640h305/20200301/8476-iqfqmat1949330.jpg/w2048fin.jpg\"/></div><p>“从29（农历）开始我们就没休息，教研、辅导、技术、产品、市场，大家都在一个高饱和状态，除夕早上开始送课，我们应该是第一家给武汉送课的机构。”刘韧磊介绍，有道的老师疫情期的状态是，又要上原有的付费课，又要上免费公益直播课，有的还有和平台的定制课。</p><p>录播课一套下来就要几十个小时，而各平台的格式要求又不尽相同，相关工作量很大，还有多平台的直播课，需要进行推流、拉流，以及自身App需要及时维护和调整，因此技术部门承担的压力很大。</p><p>此外，此次与平台合作还让有道在下沉市场渗透效果显著。据网易有道副总刘韧磊透露，有道公益课的用户分布下沉比较明显，三至五线城市用户占比近七成。</p><p>以往下沉市场人群更倾向于线下培训，刘韧磊认为此次开放免费课程有利于使对在线教育不了解、有抵触的群体，去重新完成理解和认知。</p><p>可以说，有道在这次疫情中积极发挥自身优势，力争在各平台“露脸”刷存在感，力争做出特色化的课程，实现营销获客。</p><p>“这次疫情剩下的营销费用在第一季度财报中会有明显表现，应该也会摊薄2020年全年的营销费用。”有业内人士评价。</p></body></html>","source":"sina_symbol","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>网易有道Q4超一半营收用于营销费用，称增长目标>财务目标</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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#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网易有道Q4超一半营收用于营销费用，称增长目标>财务目标\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-01 23:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-03-01/doc-iimxxstf5626179.shtml><strong>娱乐资本论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：网易有道Q4超一半营收用于营销费用，称增长目标>财务目标 来源：娱乐资本论作者/刘公子2月27日，网易有道发布Q4&2019全年财报，交出了上市后的首份答卷。当日收盘，有道市值为29.1亿美元，与上市当日相比增长2倍多。财报发布后，有道股价小幅下跌2.19%，报25.47美元。另一方面，2月10日收盘网易有道股价暴涨39.48%，领涨中概股，总市值一度为32. 97 亿美元，今年迄今累涨近...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-03-01/doc-iimxxstf5626179.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/fcabf75ca25b5c2a5767c559e42702f8","relate_stocks":{"DAO":"有道","NTES":"网易"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-03-01/doc-iimxxstf5626179.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2016436240","content_text":"原标题：网易有道Q4超一半营收用于营销费用，称增长目标>财务目标 来源：娱乐资本论作者/刘公子2月27日，网易有道发布Q4&2019全年财报，交出了上市后的首份答卷。当日收盘，有道市值为29.1亿美元，与上市当日相比增长2倍多。财报发布后，有道股价小幅下跌2.19%，报25.47美元。另一方面，2月10日收盘网易有道股价暴涨39.48%，领涨中概股，总市值一度为32. 97 亿美元，今年迄今累涨近100%，被股票市场重点提示值得关注。财报显示，2019年，网易有道净收入为13亿元（1.874亿美元），较2018年增长78.4%；运营亏损为6.090亿元（8630万美元），而2018年为2.191亿元。从目前已上市的几家在线教育企业的财报来看，仅有“跟谁学”实现盈利，其他大多大幅亏损。在线教育行业的现阶段，并不以亏损论成败。因此整体而言，有道的表现尚佳，各方面数据均呈现增长。而在线课程、智能硬件为主要构成的学习型产品和服务，已经成为网易有道主要营收来源。花旗随后发表研报称，重申对网易有道“买入”评级，并将目标价从25美元提高到35美元，因对该公司的在线教育更加有信心。K12增长强劲，智能笔2.0表现突出建立在刚需之上的K12教育一直被称为培训行业的“兵家必争之地”。2019年，网易有道K12 业务的年度销售额增长至 4.54 亿元人民币，同比增长 166％，占全部在线课程销售额的 48％。其中Q4的 销售额为 1.69 亿元人民币，同比增长 256％，其中又以初中业务增长最为强劲，Q4同比增长580%。在付费人数上，2019年，网易有道K12付费学生规模达35.88万人，同比增长185.2%；Q4的课程付费人数达16.1万，同比增长366.3%。可以说，无论在销售额还是付费人数上，有道的K12都增长迅猛，这也是2018年有道周枫“All in K12”的成果性体现。有道方面表示，强劲的增长得益于对课程内容与产品的不断改进。“以我们增长最快的两个科目为例。我们按照新的国家考试大纲对初中语文课程进行了升级，添加了新的内容，提高学生的文学和人文素养。对于初中及高中物理课程，我们开发了难度等级不同的新内容。”周枫说。看来在英语成就了新东方，数学成就了学而思的情况下，有道精品课有意在语文方面撕开一条口子。另一方面，有道精品课在内容方面的打磨和完善一直是有口皆碑，每一堂课程都经过数层审核才得以出现在用户的面前，有道第四季度的研发费用为 8930 万元人民币，而 2018 年第四季度为 5,060 万元人民币，同比增长了76.48%，投入一直在持续扩大。而且相比其他线上教育机构，有道的老师以风格多样，教学灵活著称，在价格上也高于猿辅导的同类型班级，有业内人士称“有道精品课的老师和课程的品牌价值是大多数产品所无法比拟的。”据了解2017年有道精品课上年收入过百万的老师就有23位，这个数字相比在后续还在持续扩大。化学赵瑛瑛、物理李楠、英语李辉、语文董腾.....有道在K12领域网罗了一众名师，所以即使价格在同类型机构中偏高，学生和家长依旧乐意买账。学而思（左）有道精品课（右）到2019年底，有道精品课的主讲老师达151人，辅导老师达520人，并表示会继续搭建强大的主讲老师和辅导老师队伍。其实有道精品课已经布局K12领域近4年时间，2017年有道精品课中的高中课程品类就以“黑马”之资杀入，当年创下单月营收突破1000万的成绩。随后，网易有道在K12在线课程上进一步加码，搭建了小学和初中的培优业务。周枫此前表示，2018年有道精品课K12的付费用户量增长了5倍，K12业务营收翻了3倍。预计在接下来很长一段时间内，有道精品课都将与该领域的巨头新东方在线、学而思网校遭遇正面交锋，要如何在新东方的重拳砸进高考年级和学而思的续班模式下，找到适合自身的增长模式，会是有道精品课接下来要面临的问题。另一方面，有道智能学习硬件带来的收益突出。2019 年，有道学习硬件带来了 1.52 亿元人民币的收入。第四季度收入 6,700 万元人民币，在全年占比44% ，主要得益于2019年8月发布的第二代词典笔。这款网易有道词典笔2.0目前在京东销量排名第一，远超同类其他产品，好评率较高。据了解这款产品除电子商务渠道以外，有道在第四季度还开始通过线下渠道销售产品，目前在 3 个省份进行销售。第四季度共售出超过 10 万支。有道后续计划在增加分销渠道，进一步拓展线下渠道分销。周枫认为，硬件是把软件表现到极致的一种手段，“教育的智能硬件是个还未被开发的金矿。”自媒体人丁道师表示硬件本身制造不是难点，关键还要看公司的AI能力，以及背后系统生态能力，网易有道背靠网易集团，在这方面有相比其他在线教育公司的优势。2019全年净亏损达负6.374 亿，增长目标>财务目标财报显示，第四季度网易有道的普通股股东应占净亏损为负2.057 亿元人民币，全年净亏损达负6.374 亿。在有道财报的电话会议发言中，网易有道副总裁苏鹏表示：”建立可持续增长的业务是我们的目标，这意味着我们将专注于正确做事，而不仅是追求短期的财务目标，获取快速的收益。\"也就是在有道发展的现阶段，增长目标>财务目标，这与业内专家人士对有道发展重点的判断基本一致。“有道应该不急着盈利，而是想筑高墙缓称王，先把规模化做上来。”有业内人士表示。从集团层面看，丁磊似乎也做好了长期鏖战的准备。网易有道转型在线教育后，丁磊就曾表示有道并不追求短期的经济效益，网易将持续对有道进行输血。2019年上市，丁磊又追加了2000万美元投资，在此之前，网易集团便已经为有道提供了达8.78亿元的一年期贷款。不过获客和营销，依旧是造成有道亏损的主要原因。财报显示，有道第四季度的总营业费用为 3.265 亿元人民币（约合 4,690 万美元），而去年同期为 1.186 亿元人民币。其中· 第四季度的销售与营销费用为 2.058 亿元人民币，而 2018 年第四季度为 5,410 万元人民币。这一增长主要是由于销售和营销工作的加强，以及营销人员薪酬的增加。相比其他在线教育机构，有道精品课有着丰富的自身渠道优势，有道云笔记、有道翻译、有道词典、网易邮箱、网易公开课、中国大学MOOC等众多产品都能够为有道精品课实现导流， 丁磊曾表示，有道词典用户与在线教育用户高度重合，这是他对在线教育业务的信心所在。同时周枫在电话会议中表示，2019 年，我们平台的平均月活跃用户数同比增长了 12.2％，达到 1.081 亿，其中第四季度为 1.14 亿，近40%的在线课程新增付费用户来自于我们自有流量的转换。但目前来看有道的自有流量并没能覆盖依旧高昂的营销支出费用。不过这种用亏损来换增长的模式还是受到一些外界的质疑，网易也表示下一阶段，成本控制和优化会提上日程。疫情中的有道：广合作，重口碑，加强特色化内容在知乎「如何看待网易有道为武汉中小学生免费提供线上寒假课程？」的问题下，前三个回答都对网易的举措和课程内容表示了高度的肯定，并分别收获4.4k，2.6k，2.9k的赞同，在评论区“不要放过我！重庆学子也想拥有！”的呼声也获得了近千的点赞。在这次疫情的“停课不停学”中，有道精品课显得格外“珍惜机会”，先后与抖音快手等短视频平台，优爱腾视频网站，B站、央视频，以及斗鱼虎牙等直播平台，各OTT大屏终端等平台展开合作，开放免费课程。毕竟这次疫情期，让上课成为了全国中小学生的刚需，释放了前所未有的用户需求和机会，有道精品课是本次和各平台合作范围最广，开放内容最多的机构之一，而且涵盖从少儿教育、K12、成人教育三个学段的教育内容，每个课程视频基本在1-2小时，诚意十足。除了录播课、直播课，有道精品课还分别与B站和央视频合作打造了定制课。B站本就学习氛围浓厚，用户年龄层较低，央视频此前因直播雷神山、火神山建造过程，用户量很大，“我们希望能做一些特色课程进行传播，目前看来与两家平台的定制类型的内容合作效果都比较好。” 网易有道副总刘韧磊告诉剁椒娱投。“为了更好地了解对方的需求，我们和B站、央视频都特别开过会，也希望多一些素质教育的内容。”为此有道特别请清华大学的老师开设了积极心理学的课程，请生物老师，讲解了学生疫情防控第一课。在2月15日——2月21日的第一阶段直播课结束后，2月25日起有道精品课开始了在B站上的又一轮直播课，而此前化学老师做排骨向学生介绍其中所蕴含的“美拉德反应”；物理老师拆音箱找磁铁讲解电磁场等，充满生活气息的讲课方式在B站收获一片好评。“从29（农历）开始我们就没休息，教研、辅导、技术、产品、市场，大家都在一个高饱和状态，除夕早上开始送课，我们应该是第一家给武汉送课的机构。”刘韧磊介绍，有道的老师疫情期的状态是，又要上原有的付费课，又要上免费公益直播课，有的还有和平台的定制课。录播课一套下来就要几十个小时，而各平台的格式要求又不尽相同，相关工作量很大，还有多平台的直播课，需要进行推流、拉流，以及自身App需要及时维护和调整，因此技术部门承担的压力很大。此外，此次与平台合作还让有道在下沉市场渗透效果显著。据网易有道副总刘韧磊透露，有道公益课的用户分布下沉比较明显，三至五线城市用户占比近七成。以往下沉市场人群更倾向于线下培训，刘韧磊认为此次开放免费课程有利于使对在线教育不了解、有抵触的群体，去重新完成理解和认知。可以说，有道在这次疫情中积极发挥自身优势，力争在各平台“露脸”刷存在感，力争做出特色化的课程，实现营销获客。“这次疫情剩下的营销费用在第一季度财报中会有明显表现，应该也会摊薄2020年全年的营销费用。”有业内人士评价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":997989632,"gmtCreate":1567088023826,"gmtModify":1704715689286,"author":{"id":"3494553942716598","authorId":"3494553942716598","name":"AboutBlank","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494553942716598","authorIdStr":"3494553942716598"},"themes":[],"htmlText":"<a 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