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王抖抖
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IP属地:浙江
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王抖抖
2022-10-25
$阿里巴巴(BABA)$
阿里自己也真蜡鸡,这样都不回购,让人怎么对你有信心
王抖抖
2022-10-25
$阿里巴巴(BABA)$
纱币老外疯狂砸盘,企图获取更多低价筹码,我是不会上当的
王抖抖
2022-01-04
$恒生科技指数(HSTECH)$
$恒生指数(HSI)$
$纳斯达克(.IXIC)$
一张图证明港股的**(美国上市中丐更**)
王抖抖
2021-12-22
赢麻了。众所周知,麻了是死亡的前兆
最高大涨19倍!2021年股市打新纪录告诉我们什么
王抖抖
2021-12-18
马云的嫡系,恐怕已经不能叫根正苗红了吧?黑五类还差不多
阿里11号员工戴珊:苦干22年身价超11亿美元,坐上总裁宝座
王抖抖
2021-12-07
$泡泡玛特(09992)$
大家都涨你还跌
王抖抖
2021-11-30
$恒生科技指数(HSTECH)$
美股跌港股跌,美股涨港股跌,美股平港股跌,这是要死了吗?
王抖抖
2021-11-30
$恒生指数(HSI)$
美股跌港股跌,美股涨港股跌,美股平港股跌,这是要死了吗?
王抖抖
2021-10-25
$快手-W(01024)$
119买的,终于有望解套了[开心]
王抖抖
2021-10-21
$微创机器人-B(02252)$
赛道不错但太贵,等回调后再入
王抖抖
2021-09-13
$堃博医疗-B(02216)$
医药B股不碰了,上次
$先瑞达医疗-B(06669)$
还套着呢
王抖抖
2021-09-10
$海伦司(09869)$
500家门店300亿,每家门店值6000万[笑哭]
王抖抖
2021-09-09
$海伦司(09869)$
散户打得多那就砸盘搞带血筹码,散户不敢打那就拉一下骗散户入场接盘。这种腊鸡股的套路不要上当
王抖抖
2021-08-31
$海伦司(09869)$
市盈率奇高,赛道没门槛,大盘很疲软,整体质地比
$奈雪的茶(02150)$
还烂!坚决不送💰
王抖抖
2021-08-23
$先瑞达医疗-B(06669)$
没中签,松了一口气[开心]
王抖抖
2021-07-26
$腾讯音乐(TME)$
$阿里巴巴(BABA)$
$新东方(EDU)$
事实证明,能搞死中概股的不是美国人,而是中国人
王抖抖
2021-07-20
$维珍银河(SPCE)$
蓝色起源的直播信号更稳,飞行高度更高,但是上去时间也太短了吧?这比吴亦凡还快?而且全程没舱内镜头,票价还这么贵。。。。太空旅游,我投维珍一票!
王抖抖
2021-07-20
$维珍银河(SPCE)$
提个建议:下次类似这种直播,能不能找个同传,把前方内容即时翻译,我们虎友要的是有效信息,不需要花里胡哨的中文聊天嘉宾。老虎赚了虎友这么多手续费了,请个同传不难吧?
王抖抖
2021-07-20
$新东方在线(01797)$
教育股这个雷,下面还埋了屎,炸了一生黑。
王抖抖
2021-07-16
$滴滴(DIDI)$
利空出尽,后市看涨
去老虎APP查看更多动态
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a 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里自己也真蜡鸡,这样都不回购,让人怎么对你有信心","text":"$阿里巴巴(BABA)$阿里自己也真蜡鸡,这样都不回购,让人怎么对你有信心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/662424935","isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458641901503114","authorId":"3458641901503114","name":"updown","avatar":"https://static.laohu8.com/bc9586d5e7c556f06dc90de768407835","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3458641901503114","idStr":"3458641901503114"},"content":"阿里知道自己为什么跌,它再努力也没有用,为什么要回购","text":"阿里知道自己为什么跌,它再努力也没有用,为什么要回购","html":"阿里知道自己为什么跌,它再努力也没有用,为什么要回购"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662426770,"gmtCreate":1666709423290,"gmtModify":1666711260304,"author":{"id":"3496359699029206","authorId":"3496359699029206","name":"王抖抖","avatar":"https://static.tigerbbs.com/b3fff439951b5c5151cea853e63bd23e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496359699029206","idStr":"3496359699029206"},"themes":[],"htmlText":"<a 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11:02","market":"hk","language":"zh","title":"最高大涨19倍!2021年股市打新纪录告诉我们什么","url":"https://stock-news.laohu8.com/highlight/detail?id=1168244545","media":"资事堂","summary":"无论今年收成是好还是平平,打新一族都是今年的“大赢家”。","content":"<p>2021年,转眼只剩不到10天了。</p>\n<p>打了一年新股的资金也到了结账的时候。</p>\n<p>无论今年收成是好还是平平,打新一族都是今年的“大赢家”。</p>\n<p>毕竟,打新股一年要亏还是很难的。</p>\n<p>那么,2021年新股打新有什么纪录可以总结呢?</p>\n<p><b>01、首日涨幅最高:1天暴涨19倍</b></p>\n<p>打新股要打什么样的新股?</p>\n<p>这是个一直费思量的事情。</p>\n<p>毕竟四季度的经验告诉大家,“闭眼”打新还是件有风险的事情。</p>\n<p>那么挑选“好赛道”是不是个策略?</p>\n<p>答案恐怕让人大跌眼镜!</p>\n<p>近两年,<b>打新市场盈利倍数最高的股票,来自不怎么被人注意的图书行业——<a href=\"https://laohu8.com/S/301025\">读客文化</a>。</b></p>\n<p>不过,仔细想来,这样的结果也并非不能理解。</p>\n<p>作为中国最大的民营出版商之一,读客文化有着刘慈欣等众多重磅IP作家的加持。旗下读客图书每年为出版行业输送至少一部百万级以上的超级畅销书,历史上的纪录包括《藏地密码》、《余罪》、《微微一笑很倾城》、《教父》、《岛上书店》、《无声告白》等。</p>\n<p>该股的上市,同时创下两项历史纪录:创业板最低发行价(1.55元/股),创业板最高首日涨幅(1942.58%)。</p>\n<p>不过也要注意的是,目前来看,该股的“高光时刻”就是其上市首日了。</p>\n<p>虽然上市首日暴涨19倍,录得31.66元/股,但随后其股价就开启了走低模式。直至10月,该股开始震荡走高,截至12月21日,读客文化的最新收盘价为19.17元/股。</p>\n<p>读客文化外,年内上市首日涨幅超过10倍还有2只,分别为<a href=\"https://laohu8.com/S/688690\">纳微科技</a>(1273.97%)、<a href=\"https://laohu8.com/S/301071\">力量钻石</a>(1112.42%)。</p>\n<p><b>02、年内最赚钱公司:中1签赚20万</b></p>\n<p>众所周知,A股打新,中签率往往不高。</p>\n<p>想要中1签吃1年,看的就不能止是个股涨幅,还要看收益。</p>\n<p>万丈高楼平地起,这就需要发行价也要高起来。</p>\n<p>数据显示,今年以来,最赚钱的10大新股中,有8只个股均发行价均超过60元。</p>\n<p>其中,最赚钱的新股不是首日涨幅最高的读客文化,也不是连续13个一字板的东鹏特饮,而是<b><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>投影行业龙头<a href=\"https://laohu8.com/S/688696\">极米科技</a>。</b></p>\n<p><img src=\"https://static.tigerbbs.com/2078389b4fed9d654a4cf07bdfb05a90\" tg-width=\"1052\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p>\n<p>今年3月,极米科技登陆科创板,上市首日收涨296.32%。</p>\n<p>这一涨幅在科创板表现实属平常。但在133.73元/股的发行价加成下,中1签极米科技,投资者可在该股上市首日净赚近20万元。</p>\n<p>所以打新还是要打“高价股”!</p>\n<p><b>03、中签如中弹:1签净亏1万5</b></p>\n<p>A股市场历来流传着“新股不败”的神话,但这一神话却在2021年却被彻底打破。</p>\n<p>自2021年10月22日起,已有12只新股首日破发。</p>\n<p><img src=\"https://static.tigerbbs.com/cf23b074744532b6d04de219321c1768\" tg-width=\"853\" tg-height=\"326\" referrerpolicy=\"no-referrer\"></p>\n<p>其中,<a href=\"https://laohu8.com/S/688739\">成大生物</a>下跌幅度最大,达到27.27%。按照收盘价计算,中一签500股,中签的股民,中一签亏损近1.5万元。</p>\n<p>这样罕见的打新体验被戏称为“中签如中弹”。</p>\n<p>一些专业研究的观点认为,新股出现首日连续破发的原因主要是上市阶段市场调整。此外不利因素还有:所属行业表现不佳、绝对价格较高、定价高过行业平均水平太多。</p>\n<p><b>04、史上最贵新股——禾迈股份</b></p>\n<p>2021年打新市场,高价股频出。</p>\n<p>其中,最贵的要数年末发行的禾迈股份。</p>\n<p>禾迈股份是目前炙手可热的光伏逆变器“赛道”上的“新星”。其新股发行价为557.8元,中1签的认购金额为27.89万元。</p>\n<p>由于一举打破了云赛B股维持了近30年的新股定价记录(420元),禾迈股份被称为A股史上最贵新股。</p>\n<p>或是高额的股价的威吓,还造成超18%的网上打新中签者选择弃购。</p>\n<p>值得注意的是,今年的高价股不止这一只。</p>\n<p>A股历史上新股发行价居前的100名个股中,2021年发行的个股就有29只。</p>\n<p>其中,今年8月上市的<a href=\"https://laohu8.com/S/301047\">义翘神州</a>,以292.92元/股的发行价,在 A股新股定价榜上位列第三;</p>\n<p>同年12月15日上市的<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>,以192.6元/股的发行价,在 A股新股定价榜上位列第十。</p>\n<p><b>值得注意的是,不管是禾迈股份还是义翘神州,发行时,其弃购金额均不小,而<a href=\"https://laohu8.com/S/600030\">中信证券</a>为这两只个股的主承销商。按照相关约定,<a href=\"https://laohu8.com/S/06030\">中信证券</a>将包销这些弃购股。</b></p>\n<p>截至12月21日收盘,禾迈股份与义翘神州的股价均在其发行价以上,中信证券的“捡漏”盈利十分明显。</p>\n<p><b>05、年末还有“大块头”等着你</b></p>\n<p>2021年虽然只剩下不到10天,但还是有些特色新股等待投资者。</p>\n<p>目前,最受关注的莫过于<a href=\"https://laohu8.com/S/CHL\">中国移动</a>。</p>\n<p><a href=\"https://laohu8.com/S/00941\">中国移动</a>是今年回A 的两大电信巨头之一。</p>\n<p>中国移动将于12月22日开启打新,确定的发行价格为57.58元/股。发行价对应的2020年摊薄后市盈率为12.02倍。</p>\n<p>按此价格计算,若超额配售选择权即“绿鞋”全额行使,中国移动预计募集资金总额达560亿元。</p>\n<p><b>这将创下A股近10年来最大规模的IPO。</b></p>\n<p>值得注意的是,<a href=\"https://laohu8.com/S/CHA\">中国电信</a>已于8月20日上市,首发募集资金为470.94亿元,募资总额排A股历史第七。</p>\n<p>加上中国移动,2021年,<a href=\"https://laohu8.com/S/601728\">中国电信</a>行业两大巨头回A,预计合计首发募集资金超千亿元。</p>\n<p>截至12月21日收盘,中国移动的港股价格为46.3元,远低于其A股发行价。其A/H股的溢价率居于<a href=\"https://laohu8.com/S/00728\">中国电信</a>和<a href=\"https://laohu8.com/S/600050\">中国联通</a>之间。</p>","source":"lsy1568174316590","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>最高大涨19倍!2021年股市打新纪录告诉我们什么</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; 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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最高大涨19倍!2021年股市打新纪录告诉我们什么\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 11:02 北京时间 <a href=https://mp.weixin.qq.com/s/WcvSFoFo3JPHsEGSqhQcqA><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年,转眼只剩不到10天了。\n打了一年新股的资金也到了结账的时候。\n无论今年收成是好还是平平,打新一族都是今年的“大赢家”。\n毕竟,打新股一年要亏还是很难的。\n那么,2021年新股打新有什么纪录可以总结呢?\n01、首日涨幅最高:1天暴涨19倍\n打新股要打什么样的新股?\n这是个一直费思量的事情。\n毕竟四季度的经验告诉大家,“闭眼”打新还是件有风险的事情。\n那么挑选“好赛道”是不是个策略?\n答案...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/WcvSFoFo3JPHsEGSqhQcqA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/WcvSFoFo3JPHsEGSqhQcqA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168244545","content_text":"2021年,转眼只剩不到10天了。\n打了一年新股的资金也到了结账的时候。\n无论今年收成是好还是平平,打新一族都是今年的“大赢家”。\n毕竟,打新股一年要亏还是很难的。\n那么,2021年新股打新有什么纪录可以总结呢?\n01、首日涨幅最高:1天暴涨19倍\n打新股要打什么样的新股?\n这是个一直费思量的事情。\n毕竟四季度的经验告诉大家,“闭眼”打新还是件有风险的事情。\n那么挑选“好赛道”是不是个策略?\n答案恐怕让人大跌眼镜!\n近两年,打新市场盈利倍数最高的股票,来自不怎么被人注意的图书行业——读客文化。\n不过,仔细想来,这样的结果也并非不能理解。\n作为中国最大的民营出版商之一,读客文化有着刘慈欣等众多重磅IP作家的加持。旗下读客图书每年为出版行业输送至少一部百万级以上的超级畅销书,历史上的纪录包括《藏地密码》、《余罪》、《微微一笑很倾城》、《教父》、《岛上书店》、《无声告白》等。\n该股的上市,同时创下两项历史纪录:创业板最低发行价(1.55元/股),创业板最高首日涨幅(1942.58%)。\n不过也要注意的是,目前来看,该股的“高光时刻”就是其上市首日了。\n虽然上市首日暴涨19倍,录得31.66元/股,但随后其股价就开启了走低模式。直至10月,该股开始震荡走高,截至12月21日,读客文化的最新收盘价为19.17元/股。\n读客文化外,年内上市首日涨幅超过10倍还有2只,分别为纳微科技(1273.97%)、力量钻石(1112.42%)。\n02、年内最赚钱公司:中1签赚20万\n众所周知,A股打新,中签率往往不高。\n想要中1签吃1年,看的就不能止是个股涨幅,还要看收益。\n万丈高楼平地起,这就需要发行价也要高起来。\n数据显示,今年以来,最赚钱的10大新股中,有8只个股均发行价均超过60元。\n其中,最赚钱的新股不是首日涨幅最高的读客文化,也不是连续13个一字板的东鹏特饮,而是智能投影行业龙头极米科技。\n\n今年3月,极米科技登陆科创板,上市首日收涨296.32%。\n这一涨幅在科创板表现实属平常。但在133.73元/股的发行价加成下,中1签极米科技,投资者可在该股上市首日净赚近20万元。\n所以打新还是要打“高价股”!\n03、中签如中弹:1签净亏1万5\nA股市场历来流传着“新股不败”的神话,但这一神话却在2021年却被彻底打破。\n自2021年10月22日起,已有12只新股首日破发。\n\n其中,成大生物下跌幅度最大,达到27.27%。按照收盘价计算,中一签500股,中签的股民,中一签亏损近1.5万元。\n这样罕见的打新体验被戏称为“中签如中弹”。\n一些专业研究的观点认为,新股出现首日连续破发的原因主要是上市阶段市场调整。此外不利因素还有:所属行业表现不佳、绝对价格较高、定价高过行业平均水平太多。\n04、史上最贵新股——禾迈股份\n2021年打新市场,高价股频出。\n其中,最贵的要数年末发行的禾迈股份。\n禾迈股份是目前炙手可热的光伏逆变器“赛道”上的“新星”。其新股发行价为557.8元,中1签的认购金额为27.89万元。\n由于一举打破了云赛B股维持了近30年的新股定价记录(420元),禾迈股份被称为A股史上最贵新股。\n或是高额的股价的威吓,还造成超18%的网上打新中签者选择弃购。\n值得注意的是,今年的高价股不止这一只。\nA股历史上新股发行价居前的100名个股中,2021年发行的个股就有29只。\n其中,今年8月上市的义翘神州,以292.92元/股的发行价,在 A股新股定价榜上位列第三;\n同年12月15日上市的百济神州,以192.6元/股的发行价,在 A股新股定价榜上位列第十。\n值得注意的是,不管是禾迈股份还是义翘神州,发行时,其弃购金额均不小,而中信证券为这两只个股的主承销商。按照相关约定,中信证券将包销这些弃购股。\n截至12月21日收盘,禾迈股份与义翘神州的股价均在其发行价以上,中信证券的“捡漏”盈利十分明显。\n05、年末还有“大块头”等着你\n2021年虽然只剩下不到10天,但还是有些特色新股等待投资者。\n目前,最受关注的莫过于中国移动。\n中国移动是今年回A 的两大电信巨头之一。\n中国移动将于12月22日开启打新,确定的发行价格为57.58元/股。发行价对应的2020年摊薄后市盈率为12.02倍。\n按此价格计算,若超额配售选择权即“绿鞋”全额行使,中国移动预计募集资金总额达560亿元。\n这将创下A股近10年来最大规模的IPO。\n值得注意的是,中国电信已于8月20日上市,首发募集资金为470.94亿元,募资总额排A股历史第七。\n加上中国移动,2021年,中国电信行业两大巨头回A,预计合计首发募集资金超千亿元。\n截至12月21日收盘,中国移动的港股价格为46.3元,远低于其A股发行价。其A/H股的溢价率居于中国电信和中国联通之间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699641927,"gmtCreate":1639796605200,"gmtModify":1639796605200,"author":{"id":"3496359699029206","authorId":"3496359699029206","name":"王抖抖","avatar":"https://static.tigerbbs.com/b3fff439951b5c5151cea853e63bd23e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496359699029206","idStr":"3496359699029206"},"themes":[],"htmlText":"马云的嫡系,恐怕已经不能叫根正苗红了吧?黑五类还差不多","listText":"马云的嫡系,恐怕已经不能叫根正苗红了吧?黑五类还差不多","text":"马云的嫡系,恐怕已经不能叫根正苗红了吧?黑五类还差不多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699641927","repostId":"2192692664","repostType":2,"repost":{"id":"2192692664","pubTimestamp":1639721056,"share":"https://www.laohu8.com/m/news/2192692664?lang=&edition=full","pubTime":"2021-12-17 14:04","market":"hk","language":"zh","title":"阿里11号员工戴珊:苦干22年身价超11亿美元,坐上总裁宝座","url":"https://stock-news.laohu8.com/highlight/detail?id=2192692664","media":"腾讯新闻财看见","summary":"时至今日,来自福布斯的数据显示,截至2021年4月,戴珊的财富已超过11亿美元。","content":"<p>文|紫月</p>\n<p>最近,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>进行了新一轮的组织架构调整。戴珊作为集团总裁,将分管大淘宝,包括淘宝、天猫、阿里妈妈等业务,加上之前分管的B2C零售,淘菜菜,淘特和国内贸易(CBU)等组织,共同形成“中国数字商业板块”。</p>\n<p><b>这是阿里历史上B系与淘系职权首次集权于一人。</b></p>\n<p><b>创业阶段 马云指哪打哪</b></p>\n<p>戴珊是海南屯昌县人,毕业于杭州电子科技大学,马云教师生涯中最后一届的学生。她是阿里巴巴创业“十八罗汉”之一,工号11。“根正苗红”。</p>\n<p><img src=\"https://static.tigerbbs.com/f8152965cd8c7c72dbbb2657100ece4d\" tg-width=\"516\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p>\n<p>戴珊和马云一起</p>\n<p>戴珊属巨蟹座、有一个女儿。在阿里内部,她被习惯性地称为“MM”(发音:美眉),是一个颇接地气的人。</p>\n<p>1999年,创业之初,戴珊追随马云在杭州湖畔花园的公寓“办公室”打拼,每月工资500元、每日以3元钱盒饭饱腹。<b>一日,埋头吃盒饭的戴珊突然对四周的同事流露鸿鹄之志:“等我有钱了,就去买一屋子的梅干菜!”</b></p>\n<p><b>时至今日,来自福布斯的数据显示,截至2021年4月,戴珊的财富已超过11亿美元。</b></p>\n<p>“1999年,阿里刚刚成立,我们每一个人都是客服。”戴珊她们做客服做得很投入,无论多晚都要回复客户。由于邮件回复得非常快,以至于客户怀疑她们的真实存在。</p>\n<p><b>戴珊有两个特质:在创业之路上,马云指哪打哪;对马云说的“102年梦想”深信不疑。102年梦想指阿里成立于1999年,存活102年就跨越三个世纪。</b></p>\n<p><img src=\"https://static.tigerbbs.com/89f73cafee0a6ffc915f7bf8ed45f8a5\" tg-width=\"788\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>2002年,阿里成立中国诚信通,戴珊担任资深销售总监,负责建立阿里的中国电话销售团队。2005年,戴珊上任阿里广州分公司第一任总经理,负责广东的电话销售、市场推广、人力资源等业务。</p>\n<p>阿里并购<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>中国后,戴珊又到雅虎中国担任人力资源副总裁。2007至2008年,戴珊担任阿里国际贸易事业部总经理。</p>\n<p><b>人力资源官:做好人与人之间的连接</b></p>\n<p>2008年,戴珊主管淘宝人力资源工作,与时任淘宝网CEO陆兆禧搭档。从没做过人力工作的她,凭着感觉走。两个星期内,跟陆兆禧和一线员工都做了一轮交流。一天下午,她去陆兆禧办公室,走到门口,看到阳光照在他的办公桌上,他一个人坐在那里眉头紧皱,很严肃。而门外面下属们在热闹嬉戏,她感觉到CEO太孤独了,这样肯定干不下去。便决定帮陆兆禧一把。她频繁找他聊天,想了解他是怎样的一个人。</p>\n<p>趁着在良渚团建,戴珊开了一个<b>“裸心会”</b>,鼓励大家把心里最真实的想法表达出来。并告诉老陆,他的团队每个人对他都有一些负面情绪,让他一定要保持君子做派,耐心听。</p>\n<p>她拉着大伙去喝酒,并坐在老陆身边。喝着喝着,她先找了有话肯定会说的一灯撬开话题,一灯说,老陆作为CEO没有远见,做决定过于偏激,销售出身不懂产品等等。陆兆禧回应说,有道理。打开话题后,每个人都表达了一番。最后,戴珊让听了一晚上苦水的陆兆禧,也讲讲自己的故事。</p>\n<p>打开了心扉的陆兆禧,把他为什么从支付宝来淘宝,到他的难在哪里,一一讲出来。裸心会一直开到凌晨,会议之后,陆兆禧和他的员工之间的融合有了很大的改善。</p>\n<p><b>戴珊还将升职权部分交给员工,让大家有一定晋升自主权。</b></p>\n<p>戴珊发现,到了一定层级,团队矛盾的出现,不是人品问题、不是接纳性问题,而是因为老板不愿意拍板。所以每次月会前,她都跟各个业务部门彻聊进展,争取把问题摆在台面上,让毒草长在阳光底下,推动CEO进行决策。</p>\n<p>慢慢的,员工开始相信:<b>层级在淘宝真的没那么重要,我可以对我的未来负责。</b></p>\n<p>2009至2014年,戴珊先后担任淘宝和阿里国际站的人力资源资深副总裁,阿里巴巴集团副首席人才官、首席人才官。</p>\n<p><img src=\"https://static.tigerbbs.com/5c864f85039dad55782ce24f65f9bb24\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>戴珊</p>\n<p><b>客服服务官:大刀阔斧改革</b></p>\n<p>2014年6月至2017年1月,戴珊出任阿里巴巴集团首席客户服务官(CCO)。当她得知自己要接手客户服务部的时候,内心很抵触。跑去找马云抱怨,“我是万般不喜欢做服务,服务不就是做后台,接接电话吗?”被马云以“目光短浅”驳回,说,<b>“客户服务部对于阿里至关重要,这么多年来的每一次危机都是用户的信任拯救了阿里。”</b></p>\n<p>慢慢地,戴珊开始对这个部门有了更深的理解。她对客户体系进行了大刀阔斧的改革,砍掉了众多对消费者和商家不友好的项目,率先推出极速退款退货等服务。此外,她还引入<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>技术推出阿里小蜜,并为淘宝淘气值、支付宝芝麻信用分等评测体系提供重要数据基础。</p>\n<p>据《天下网商》报道,在现任董事会主席张勇的月度高管例会上,戴珊总是被第一个点名,让她讲过去一个月从服务端看到哪些问题。</p>\n<p>戴珊说,她相信<b>随着技术的升级,服务会成为核心竞争力</b>。以后公司之间的竞争主要是泛服务的竞争,包括前台的服务体验、中台的服务体系、售后流程、包括线下供应链服务能力的整合;包括真正做到<a href=\"https://laohu8.com/S/300959\">线上线下</a>服务的打通。</p>\n<p><b>事业群阶段:耐住寂寞</b></p>\n<p>2017年1月,戴珊开始担任阿里产业电商事业群总裁,管理面向中小企业的“B系”业务。</p>\n<p>这一年9月,在事业群年会上,戴珊称相比游戏业务的“一夜暴富”和C端消费者业务的“一夜爆红”,B2B行业是一个需要时间积累的行业<b>,“B类业务是老鸭煲,要慢慢炖,要耐得住寂寞。”</b></p>\n<p>据熟悉戴珊的人透露,<b>她喜欢以“交学费”的心态看问题,有时不会计较“赔了多少钱”。当下属某个项目未达到“经营预期、收益预期”时,戴珊会问对方“学到了什么”“收获了什么”。</b></p>\n<p>越是不着急,业绩越跟随而来。</p>\n<p>戴珊掌管B2B事业群不到两年,老业务就焕发新机,营收和利润实现两位数增长,仅2019财年的营收就增长了40%。此外,她还在两年内孵化了淘特和淘菜菜两个新业务,它们在下沉市场激烈的竞争中脱颖而出。</p>\n<p>2020年9月,阿里加入时下火热的“社区团购”战局,掌舵者正是戴珊。</p>\n<p>2021年3月初,阿里组建社区电商事业群(MMC),聚焦社区团购业务,由戴珊兼任该事业群总裁,上任后,戴珊表示对社区团购的投入“不设上限”。</p>\n<p>2021年9月,MMC旗下“盒马集市”与“淘宝买菜”统一升级为“淘菜菜”。</p>\n<p>资料显示,MMC事业群成立后,盒马集市的全国日单量2个月内增长了400万单。11月淘菜菜已经超过1300万单。</p>\n<p>下沉市场是<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、美团、<a href=\"https://laohu8.com/S/JD\">京东</a>等电商平台都在争抢的一块“蛋糕”,<b>相较于拼多多、美团等平台的多年布局,淘特在2020年3月才上线。入局稍晚,但成长飞快。</b>成立一年内,淘特聚集2000个产业带120万工厂型的商家,其中包括30万外贸型商家。据阿里巴巴三季度财报显示,淘特年度活跃消费者已经超过2.4亿。而这距离淘特上线才18个月。</p>\n<p>在财报电话会上,阿里巴巴方面表示,与手淘App相比,淘特的独占会员日活跃用户数量比例接近50%。同时,淘特在推进的生产厂家对消费者(M2C)模式,这部分订单量单季度同比增长了近400%。</p>\n<p>一个2020年之后的细节罕为人知。在操盘社区电商等业务时,曾有B系团队内职业经理人出身的同事对短期收益颇为重视,并希望上马一些迅速收割的产品项,被戴珊直接叫停。</p>\n<p>在早期几场社区电商业务会上,戴珊曾明确对参会者表示<b>阿里不是做一二年的生意,阿里要做百年大计,这意味着要能忍受更漫长的回报周期,并懂得承担更多“经营”之外的社会责任。</b></p>\n<p><img src=\"https://static.tigerbbs.com/3812bc46a04ac38bd7891676af0bea81\" tg-width=\"867\" tg-height=\"1338\" referrerpolicy=\"no-referrer\"></p>\n<p>2018年教师节戴珊发表头条号感恩老师马云</p>\n<p><b>未来:打破无形的墙</b></p>\n<p><b>放眼阿里“十八罗汉”,目前仍然活跃在业务一线的,仅剩戴珊一人。</b></p>\n<p>2009年,在阿里十周年年会上,“十八罗汉”一起辞掉创始人身份,阿里迈入合伙人时代。</p>\n<p><b>从一定意义上讲,戴珊就像“十八罗汉”的代表,直接照看着阿里最核心的业务,连接着阿里的过去与现在,而张勇作为后来阿里的掌舵人,需要戴珊这样既“位份高”、又能力强的阿里“老人”,走好阿里的下一步。</b></p>\n<p>今天有着25万人的阿里和当初杭州湖畔花园的公寓里18个人的团队截然不同。“围绕每一个高P,形成了无数团体,一个高P崛起,意味着几十人、几百人崛起;一个高P倒下,意味着几十人、几百人倒下。你需要一个人,超越于这个维度,又有足够的威望、履历、能力去推动整合。”(注:2020年阿里已经取消内部系统的“P”序列职级显示,阿里员工在邮件、钉钉、内网等系统中已无法再看到彼此职级)</p>\n<p>一位知情人士直言,未来阿里颇有希望正是因为,阿里敢于走出这一步:<b>“任命戴珊,是一个明确的信号。对今天的25万阿里人而言,谁会在戴珊面前摆资历呢?所以她能去打破无形的墙。”</b></p>\n<p>戴珊面前的挑战一点也不小。整合B系和淘系,绝非朝夕之功。甚至戴珊的挑战会成倍上升:<b>随着电商进入产业链竞争阶段,淘系所需要的改变将是基于流量、供应链、产业生态的整体进化,这并非一城一地的得失,而是在新的基础生态下,“重构”一种生意。</b></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112171217017c60495c&s=b><strong>腾讯新闻财看见</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|紫月\n最近,阿里巴巴进行了新一轮的组织架构调整。戴珊作为集团总裁,将分管大淘宝,包括淘宝、天猫、阿里妈妈等业务,加上之前分管的B2C零售,淘菜菜,淘特和国内贸易(CBU)等组织,共同形成“中国数字商业板块”。\n这是阿里历史上B系与淘系职权首次集权于一人。\n创业阶段 马云指哪打哪\n戴珊是海南屯昌县人,毕业于杭州电子科技大学,马云教师生涯中最后一届的学生。她是阿里巴巴创业“十八罗汉”之一,工号11...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112171217017c60495c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2592aea816f69a140877e7f60f8fa87","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112171217017c60495c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2192692664","content_text":"文|紫月\n最近,阿里巴巴进行了新一轮的组织架构调整。戴珊作为集团总裁,将分管大淘宝,包括淘宝、天猫、阿里妈妈等业务,加上之前分管的B2C零售,淘菜菜,淘特和国内贸易(CBU)等组织,共同形成“中国数字商业板块”。\n这是阿里历史上B系与淘系职权首次集权于一人。\n创业阶段 马云指哪打哪\n戴珊是海南屯昌县人,毕业于杭州电子科技大学,马云教师生涯中最后一届的学生。她是阿里巴巴创业“十八罗汉”之一,工号11。“根正苗红”。\n\n戴珊和马云一起\n戴珊属巨蟹座、有一个女儿。在阿里内部,她被习惯性地称为“MM”(发音:美眉),是一个颇接地气的人。\n1999年,创业之初,戴珊追随马云在杭州湖畔花园的公寓“办公室”打拼,每月工资500元、每日以3元钱盒饭饱腹。一日,埋头吃盒饭的戴珊突然对四周的同事流露鸿鹄之志:“等我有钱了,就去买一屋子的梅干菜!”\n时至今日,来自福布斯的数据显示,截至2021年4月,戴珊的财富已超过11亿美元。\n“1999年,阿里刚刚成立,我们每一个人都是客服。”戴珊她们做客服做得很投入,无论多晚都要回复客户。由于邮件回复得非常快,以至于客户怀疑她们的真实存在。\n戴珊有两个特质:在创业之路上,马云指哪打哪;对马云说的“102年梦想”深信不疑。102年梦想指阿里成立于1999年,存活102年就跨越三个世纪。\n\n2002年,阿里成立中国诚信通,戴珊担任资深销售总监,负责建立阿里的中国电话销售团队。2005年,戴珊上任阿里广州分公司第一任总经理,负责广东的电话销售、市场推广、人力资源等业务。\n阿里并购雅虎中国后,戴珊又到雅虎中国担任人力资源副总裁。2007至2008年,戴珊担任阿里国际贸易事业部总经理。\n人力资源官:做好人与人之间的连接\n2008年,戴珊主管淘宝人力资源工作,与时任淘宝网CEO陆兆禧搭档。从没做过人力工作的她,凭着感觉走。两个星期内,跟陆兆禧和一线员工都做了一轮交流。一天下午,她去陆兆禧办公室,走到门口,看到阳光照在他的办公桌上,他一个人坐在那里眉头紧皱,很严肃。而门外面下属们在热闹嬉戏,她感觉到CEO太孤独了,这样肯定干不下去。便决定帮陆兆禧一把。她频繁找他聊天,想了解他是怎样的一个人。\n趁着在良渚团建,戴珊开了一个“裸心会”,鼓励大家把心里最真实的想法表达出来。并告诉老陆,他的团队每个人对他都有一些负面情绪,让他一定要保持君子做派,耐心听。\n她拉着大伙去喝酒,并坐在老陆身边。喝着喝着,她先找了有话肯定会说的一灯撬开话题,一灯说,老陆作为CEO没有远见,做决定过于偏激,销售出身不懂产品等等。陆兆禧回应说,有道理。打开话题后,每个人都表达了一番。最后,戴珊让听了一晚上苦水的陆兆禧,也讲讲自己的故事。\n打开了心扉的陆兆禧,把他为什么从支付宝来淘宝,到他的难在哪里,一一讲出来。裸心会一直开到凌晨,会议之后,陆兆禧和他的员工之间的融合有了很大的改善。\n戴珊还将升职权部分交给员工,让大家有一定晋升自主权。\n戴珊发现,到了一定层级,团队矛盾的出现,不是人品问题、不是接纳性问题,而是因为老板不愿意拍板。所以每次月会前,她都跟各个业务部门彻聊进展,争取把问题摆在台面上,让毒草长在阳光底下,推动CEO进行决策。\n慢慢的,员工开始相信:层级在淘宝真的没那么重要,我可以对我的未来负责。\n2009至2014年,戴珊先后担任淘宝和阿里国际站的人力资源资深副总裁,阿里巴巴集团副首席人才官、首席人才官。\n\n戴珊\n客服服务官:大刀阔斧改革\n2014年6月至2017年1月,戴珊出任阿里巴巴集团首席客户服务官(CCO)。当她得知自己要接手客户服务部的时候,内心很抵触。跑去找马云抱怨,“我是万般不喜欢做服务,服务不就是做后台,接接电话吗?”被马云以“目光短浅”驳回,说,“客户服务部对于阿里至关重要,这么多年来的每一次危机都是用户的信任拯救了阿里。”\n慢慢地,戴珊开始对这个部门有了更深的理解。她对客户体系进行了大刀阔斧的改革,砍掉了众多对消费者和商家不友好的项目,率先推出极速退款退货等服务。此外,她还引入智能技术推出阿里小蜜,并为淘宝淘气值、支付宝芝麻信用分等评测体系提供重要数据基础。\n据《天下网商》报道,在现任董事会主席张勇的月度高管例会上,戴珊总是被第一个点名,让她讲过去一个月从服务端看到哪些问题。\n戴珊说,她相信随着技术的升级,服务会成为核心竞争力。以后公司之间的竞争主要是泛服务的竞争,包括前台的服务体验、中台的服务体系、售后流程、包括线下供应链服务能力的整合;包括真正做到线上线下服务的打通。\n事业群阶段:耐住寂寞\n2017年1月,戴珊开始担任阿里产业电商事业群总裁,管理面向中小企业的“B系”业务。\n这一年9月,在事业群年会上,戴珊称相比游戏业务的“一夜暴富”和C端消费者业务的“一夜爆红”,B2B行业是一个需要时间积累的行业,“B类业务是老鸭煲,要慢慢炖,要耐得住寂寞。”\n据熟悉戴珊的人透露,她喜欢以“交学费”的心态看问题,有时不会计较“赔了多少钱”。当下属某个项目未达到“经营预期、收益预期”时,戴珊会问对方“学到了什么”“收获了什么”。\n越是不着急,业绩越跟随而来。\n戴珊掌管B2B事业群不到两年,老业务就焕发新机,营收和利润实现两位数增长,仅2019财年的营收就增长了40%。此外,她还在两年内孵化了淘特和淘菜菜两个新业务,它们在下沉市场激烈的竞争中脱颖而出。\n2020年9月,阿里加入时下火热的“社区团购”战局,掌舵者正是戴珊。\n2021年3月初,阿里组建社区电商事业群(MMC),聚焦社区团购业务,由戴珊兼任该事业群总裁,上任后,戴珊表示对社区团购的投入“不设上限”。\n2021年9月,MMC旗下“盒马集市”与“淘宝买菜”统一升级为“淘菜菜”。\n资料显示,MMC事业群成立后,盒马集市的全国日单量2个月内增长了400万单。11月淘菜菜已经超过1300万单。\n下沉市场是拼多多、美团、京东等电商平台都在争抢的一块“蛋糕”,相较于拼多多、美团等平台的多年布局,淘特在2020年3月才上线。入局稍晚,但成长飞快。成立一年内,淘特聚集2000个产业带120万工厂型的商家,其中包括30万外贸型商家。据阿里巴巴三季度财报显示,淘特年度活跃消费者已经超过2.4亿。而这距离淘特上线才18个月。\n在财报电话会上,阿里巴巴方面表示,与手淘App相比,淘特的独占会员日活跃用户数量比例接近50%。同时,淘特在推进的生产厂家对消费者(M2C)模式,这部分订单量单季度同比增长了近400%。\n一个2020年之后的细节罕为人知。在操盘社区电商等业务时,曾有B系团队内职业经理人出身的同事对短期收益颇为重视,并希望上马一些迅速收割的产品项,被戴珊直接叫停。\n在早期几场社区电商业务会上,戴珊曾明确对参会者表示阿里不是做一二年的生意,阿里要做百年大计,这意味着要能忍受更漫长的回报周期,并懂得承担更多“经营”之外的社会责任。\n\n2018年教师节戴珊发表头条号感恩老师马云\n未来:打破无形的墙\n放眼阿里“十八罗汉”,目前仍然活跃在业务一线的,仅剩戴珊一人。\n2009年,在阿里十周年年会上,“十八罗汉”一起辞掉创始人身份,阿里迈入合伙人时代。\n从一定意义上讲,戴珊就像“十八罗汉”的代表,直接照看着阿里最核心的业务,连接着阿里的过去与现在,而张勇作为后来阿里的掌舵人,需要戴珊这样既“位份高”、又能力强的阿里“老人”,走好阿里的下一步。\n今天有着25万人的阿里和当初杭州湖畔花园的公寓里18个人的团队截然不同。“围绕每一个高P,形成了无数团体,一个高P崛起,意味着几十人、几百人崛起;一个高P倒下,意味着几十人、几百人倒下。你需要一个人,超越于这个维度,又有足够的威望、履历、能力去推动整合。”(注:2020年阿里已经取消内部系统的“P”序列职级显示,阿里员工在邮件、钉钉、内网等系统中已无法再看到彼此职级)\n一位知情人士直言,未来阿里颇有希望正是因为,阿里敢于走出这一步:“任命戴珊,是一个明确的信号。对今天的25万阿里人而言,谁会在戴珊面前摆资历呢?所以她能去打破无形的墙。”\n戴珊面前的挑战一点也不小。整合B系和淘系,绝非朝夕之功。甚至戴珊的挑战会成倍上升:随着电商进入产业链竞争阶段,淘系所需要的改变将是基于流量、供应链、产业生态的整体进化,这并非一城一地的得失,而是在新的基础生态下,“重构”一种生意。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606121883,"gmtCreate":1638844752069,"gmtModify":1638844752069,"author":{"id":"3496359699029206","authorId":"3496359699029206","name":"王抖抖","avatar":"https://static.tigerbbs.com/b3fff439951b5c5151cea853e63bd23e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496359699029206","idStr":"3496359699029206"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>事实证明,能搞死中概股的不是美国人,而是中国人","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>事实证明,能搞死中概股的不是美国人,而是中国人","text":"$腾讯音乐(TME)$$阿里巴巴(BABA)$$新东方(EDU)$事实证明,能搞死中概股的不是美国人,而是中国人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":43,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/800150751","isVote":1,"tweetType":1,"viewCount":6121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546830242890013","authorId":"3546830242890013","name":"小城故事x","avatar":"https://static.tigerbbs.com/0c7511652b5e5e7ef0bd59e2db381d37","crmLevel":1,"crmLevelSwitch":0,"idStr":"3546830242890013","authorIdStr":"3546830242890013"},"content":"你的意思是纵容姑息养奸?纵容垄断?那中国真是太伟大了,不过能培养出你这种货色更伟大 [笑哭]","text":"你的意思是纵容姑息养奸?纵容垄断?那中国真是太伟大了,不过能培养出你这种货色更伟大 [笑哭]","html":"你的意思是纵容姑息养奸?纵容垄断?那中国真是太伟大了,不过能培养出你这种货色更伟大 [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317861859,"gmtCreate":1612437042671,"gmtModify":1703761844297,"author":{"id":"3496359699029206","authorId":"3496359699029206","name":"王抖抖","avatar":"https://static.tigerbbs.com/b3fff439951b5c5151cea853e63bd23e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496359699029206","authorIdStr":"3496359699029206"},"themes":[],"htmlText":"扯淡呢,B站都是一二线年轻人,快手是农村四五六线,人口基数差远了好吗?B站进军国际也是扯淡,意识形态的管控就使得它的内容受到很大限制,随着用户增多只能变得又红又专。","listText":"扯淡呢,B站都是一二线年轻人,快手是农村四五六线,人口基数差远了好吗?B站进军国际也是扯淡,意识形态的管控就使得它的内容受到很大限制,随着用户增多只能变得又红又专。","text":"扯淡呢,B站都是一二线年轻人,快手是农村四五六线,人口基数差远了好吗?B站进军国际也是扯淡,意识形态的管控就使得它的内容受到很大限制,随着用户增多只能变得又红又专。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":21,"repostSize":0,"link":"https://laohu8.com/post/317861859","repostId":"1191695788","repostType":2,"repost":{"id":"1191695788","pubTimestamp":1612222178,"share":"https://www.laohu8.com/m/news/1191695788?lang=&edition=full","pubTime":"2021-02-02 07:29","market":"us","language":"zh","title":"加速泛化的B站","url":"https://stock-news.laohu8.com/highlight/detail?id=1191695788","media":"中泰证券研究","summary":"本篇报告旨在通过分析B站2015~2020年6年间UP主上传内容数量、类型等的变化,来剖析B站当前所处的发展阶段和未来发展潜力:。泛化的内容,带来的是更多的用户受众,截至2020Q3 B站的MAU达到1.97亿,同比增长54.2%。","content":"<p>本篇报告旨在通过分析B站2015~2020年6年间UP主上传内容数量、类型等的变化(注:数据为手动分析官网数据,若与官方披露存在误差,则以官方数据为准),来剖析B站当前所处的发展阶段和未来发展潜力:</p>\n<p>1)B站UP主与内容量大幅提升:2020年年初开始,平台内容数量出现明显跃升,截至2020Q4平台单季度上传内容数量较去年同期增长142%,其背后原因是由于大量新人UP主的涌入,B站2020年新增新人UP主数量为611万,同比增长135%,5年间新增UP主的复合增速为124%,且新增UP主次年留存率呈现逐年攀升趋势,2020年达到47%。</p>\n<p>2)内容由ACG向泛生活转变,利于商业化。2020Q4内容数量前3大投稿分区为游戏区、生活区、知识区,占比分别为30.4%、24.5%、9.6%,对比2015Q1内容投稿前3大分区为游戏区、音乐区、动画区,占比为34.9%、17.1%、11.4%。2020年生活区投稿内容绝对量同比2019年增长190%,知识区同比增长283%,UP主增长最快的分区亦为生活区、知识区,更为泛化内容利于商业变现。</p>\n<p>3)泛化的内容并没有导致核心用户大量流失,基本盘持续做大。我们统计了鬼畜+动画+番剧+国创区4个分区内容数量和用户发弹幕数量占比情况,从整体弹幕占比数量来看,远远超过内容数量,说明鬼畜+动画+番剧+国创区4个分区的用户的活跃度依旧很高。泛化的内容,带来的是更多的用户受众,截至2020Q3 B站的MAU达到1.97亿,同比增长54.2%。</p>\n<p>4)为何UP主与用户均呈现高留存?用户次年留存率超过80%,UP主次年留存率超过45%。我们认为是弱社交+强社区,内容正反馈+商业化变现支持,维持B站整体高留存。B站算法推荐机制非流量导向,内容质量权重更高,利于UP主生态结构健康发展,2020Q3平台上粉丝量超过1万的UP主同比增速达到75%,中腰部UP主数量持续增加。</p>\n<p>5) B站目标受众潜在空间有多大?跳脱出ACG圈,B站的目标受众广度我们认为取决于B站UP主内容的广度。B站已经逐渐泛化,目前共计有超过20个分区,2713个频道,超过1000万的内容标签,可以很大程度上满足不同人群的各类需求。依照目前内容不断泛化、受众持续拓宽与下沉(2线以下用户增速快于1~2线城市),考虑50%的80后人群覆盖面,100%的90后、00后人群覆盖面,部分10后人群覆盖,那么我们认为B站的目标受众人群至少在5亿以上,对应的游戏、广告、直播等业务均有较大发展空间,这一块我们也在文中进行了具体探讨。</p>\n<p>风险提示:1)内容监管风险;2)内容投入加大,ROI大幅下降风险;3)行业竞争激烈,UP主存在流失风险;4)自身统计数据或因样本不完整、统计方法存在缺陷等造成与实际情况不一致的风险。</p>","source":"lsy1612222134693","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>加速泛化的B站</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n加速泛化的B站\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 07:29 北京时间 <a href=http://mp.weixin.qq.com/s/oDjCZyq1JzLNGeGo-6q6XA><strong>中泰证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本篇报告旨在通过分析B站2015~2020年6年间UP主上传内容数量、类型等的变化(注:数据为手动分析官网数据,若与官方披露存在误差,则以官方数据为准),来剖析B站当前所处的发展阶段和未来发展潜力:\n1)B站UP主与内容量大幅提升:2020年年初开始,平台内容数量出现明显跃升,截至2020Q4平台单季度上传内容数量较去年同期增长142%,其背后原因是由于大量新人UP主的涌入,B站2020年新增新人...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/oDjCZyq1JzLNGeGo-6q6XA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e30ab0ee16faafeea2be8f8bba49e5f3","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"http://mp.weixin.qq.com/s/oDjCZyq1JzLNGeGo-6q6XA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191695788","content_text":"本篇报告旨在通过分析B站2015~2020年6年间UP主上传内容数量、类型等的变化(注:数据为手动分析官网数据,若与官方披露存在误差,则以官方数据为准),来剖析B站当前所处的发展阶段和未来发展潜力:\n1)B站UP主与内容量大幅提升:2020年年初开始,平台内容数量出现明显跃升,截至2020Q4平台单季度上传内容数量较去年同期增长142%,其背后原因是由于大量新人UP主的涌入,B站2020年新增新人UP主数量为611万,同比增长135%,5年间新增UP主的复合增速为124%,且新增UP主次年留存率呈现逐年攀升趋势,2020年达到47%。\n2)内容由ACG向泛生活转变,利于商业化。2020Q4内容数量前3大投稿分区为游戏区、生活区、知识区,占比分别为30.4%、24.5%、9.6%,对比2015Q1内容投稿前3大分区为游戏区、音乐区、动画区,占比为34.9%、17.1%、11.4%。2020年生活区投稿内容绝对量同比2019年增长190%,知识区同比增长283%,UP主增长最快的分区亦为生活区、知识区,更为泛化内容利于商业变现。\n3)泛化的内容并没有导致核心用户大量流失,基本盘持续做大。我们统计了鬼畜+动画+番剧+国创区4个分区内容数量和用户发弹幕数量占比情况,从整体弹幕占比数量来看,远远超过内容数量,说明鬼畜+动画+番剧+国创区4个分区的用户的活跃度依旧很高。泛化的内容,带来的是更多的用户受众,截至2020Q3 B站的MAU达到1.97亿,同比增长54.2%。\n4)为何UP主与用户均呈现高留存?用户次年留存率超过80%,UP主次年留存率超过45%。我们认为是弱社交+强社区,内容正反馈+商业化变现支持,维持B站整体高留存。B站算法推荐机制非流量导向,内容质量权重更高,利于UP主生态结构健康发展,2020Q3平台上粉丝量超过1万的UP主同比增速达到75%,中腰部UP主数量持续增加。\n5) 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