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樱桃红
2019-06-23
阿里巴巴重视出行,且已经绘制了一张“0公里停车场”、“1公里共享单车”、“3公里公交”、“5公里网约车”、“7公里地铁”、“城际火车”以及海外的出行版图。
樱桃红
2019-06-16
对消费者和企业来说,看到一个恢复活力的 AMD 是件好事,因为它迫使竞争对手变得更好,而这会激励所有主要厂商的产品变得更好,以及一个更加动态的计算市场。
樱桃红
2019-06-09
ROE 和作为公司价值衡量的计算工具经营现金流相互辅助,几乎可以过滤掉市场上90% 的投资风险。
樱桃红
2019-06-03
但愿我们58的股价能一直涨涨涨!
樱桃红
2019-06-02
今年是第16个618,消费者不但没有腻,反而这种消费热情还在提升,京东618体现出了中国零售市场依然有韧性、潜力和活力。
樱桃红
2019-06-01
拓展和刺激头部用户,持续挖掘付费潜力
@杨仁文研究笔记:陌陌19Q1点评:增值服务同比增264%,受下架事件影响
樱桃红
2019-06-01
这篇文章不错,转发给大家看
抱歉,原内容已删除
樱桃红
2019-07-06
企业文化对,价值观对,不一定成功;但如果企业文化和价值观水平不够,那真正巨大机会摆在面前,也一样抓不住。过去我们喜欢说努力加一点运气,其实真正努力的,恰恰是提升核心文化,核心价值观。
樱桃红
2019-06-17
除了最近受关注的科创板之外,港股那边也比较热闹。中烟香港上市两个交易日涨超40%。
去老虎APP查看更多动态
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除了最近受关注的科创板之外,港股那边也比较热闹。中烟香港上市两个交易日涨超40%。","listText":" 除了最近受关注的科创板之外,港股那边也比较热闹。中烟香港上市两个交易日涨超40%。","text":"除了最近受关注的科创板之外,港股那边也比较热闹。中烟香港上市两个交易日涨超40%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/904098256","isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":905779601,"gmtCreate":1560647437703,"gmtModify":1704700544299,"author":{"id":"3507112547745076","authorId":"3507112547745076","name":"樱桃红","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3507112547745076","authorIdStr":"3507112547745076"},"themes":[],"htmlText":"对消费者和企业来说,看到一个恢复活力的 AMD 是件好事,因为它迫使竞争对手变得更好,而这会激励所有主要厂商的产品变得更好,以及一个更加动态的计算市场。","listText":"对消费者和企业来说,看到一个恢复活力的 AMD 是件好事,因为它迫使竞争对手变得更好,而这会激励所有主要厂商的产品变得更好,以及一个更加动态的计算市场。","text":"对消费者和企业来说,看到一个恢复活力的 AMD 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杨仁文 S1220514060006 事件: 19Q1陌陌实现营业收入554.7百万美元(YoY+27.5%,QoQ-0.8%),人民币收入同比增长35%,超出上季度给出的业绩指引上限2%;归属于陌陌的净利润为43.11百万美元(YoY-67%,QoQ-55%)。 点评: 1. 中长尾用户付费贡献高,探探付费用户数突破500万;陌陌将通过改善中长尾用户付费体验,拓展和刺激头部用户,持续挖掘付费潜力:Q1陌陌MAU达1.144亿(YoY+10.7%,QoQ+1.0%);使用总时长、互动数量及用户双向关系等活跃度指标的增长优于MAU。直播和VAS付费用户总数达1,400万,付费用户数的增长主要来自探探。未来公司计划通过优化用户体验刺激腰部和中长尾用户付费,同时也将通过线上线下联动的方式和对排名机制进行更新,开展针对高额付费用户的消费促进活动。 2. 陌陌丰富社交玩法,探探遭全面下架;多元化付费场景深化用户互动:19Q1陌陌持续优化群组和聊天室功能,丰富交友玩法,降低社交门槛。多元化付费场景的推出,拉动了直播间外场景虚拟礼物的增长。由于内容监管等原因,探探于四月底从各大平台全面下架,陌陌也于5月11日起开展为期一个月的自查自纠工作,“动态”功能暂停更新。 3. 直播收入受宏观环境影响持续,增速首次降至个位数水平,中长尾用户贡献增长,头部用户开拓仍将保持;探探付费用户增长可观,功能优化推动增长;19Q2收入指引同比增30%,已考虑探探下架与动态自查影响:19Q1直播营收达400.7万美元(YoY+8%,QoQ-7%),受到宏观经济因素和传统春节因素的影响,同比增速进一步放缓;非直播场景的虚拟礼物功能优化和探探会员订阅业务","listText":"文章来源:本报告是2019年5月28日已发布的《陌陌($(MOMO)$.O)19Q1财报点评报告:增值服务同比增264%,受下架事件影响,Q2收入增速或将探底》 杨仁文 S1220514060006 事件: 19Q1陌陌实现营业收入554.7百万美元(YoY+27.5%,QoQ-0.8%),人民币收入同比增长35%,超出上季度给出的业绩指引上限2%;归属于陌陌的净利润为43.11百万美元(YoY-67%,QoQ-55%)。 点评: 1. 中长尾用户付费贡献高,探探付费用户数突破500万;陌陌将通过改善中长尾用户付费体验,拓展和刺激头部用户,持续挖掘付费潜力:Q1陌陌MAU达1.144亿(YoY+10.7%,QoQ+1.0%);使用总时长、互动数量及用户双向关系等活跃度指标的增长优于MAU。直播和VAS付费用户总数达1,400万,付费用户数的增长主要来自探探。未来公司计划通过优化用户体验刺激腰部和中长尾用户付费,同时也将通过线上线下联动的方式和对排名机制进行更新,开展针对高额付费用户的消费促进活动。 2. 陌陌丰富社交玩法,探探遭全面下架;多元化付费场景深化用户互动:19Q1陌陌持续优化群组和聊天室功能,丰富交友玩法,降低社交门槛。多元化付费场景的推出,拉动了直播间外场景虚拟礼物的增长。由于内容监管等原因,探探于四月底从各大平台全面下架,陌陌也于5月11日起开展为期一个月的自查自纠工作,“动态”功能暂停更新。 3. 直播收入受宏观环境影响持续,增速首次降至个位数水平,中长尾用户贡献增长,头部用户开拓仍将保持;探探付费用户增长可观,功能优化推动增长;19Q2收入指引同比增30%,已考虑探探下架与动态自查影响:19Q1直播营收达400.7万美元(YoY+8%,QoQ-7%),受到宏观经济因素和传统春节因素的影响,同比增速进一步放缓;非直播场景的虚拟礼物功能优化和探探会员订阅业务","text":"文章来源:本报告是2019年5月28日已发布的《陌陌($(MOMO)$.O)19Q1财报点评报告:增值服务同比增264%,受下架事件影响,Q2收入增速或将探底》 杨仁文 S1220514060006 事件: 19Q1陌陌实现营业收入554.7百万美元(YoY+27.5%,QoQ-0.8%),人民币收入同比增长35%,超出上季度给出的业绩指引上限2%;归属于陌陌的净利润为43.11百万美元(YoY-67%,QoQ-55%)。 点评: 1. 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杨仁文 S1220514060006 事件: 19Q1陌陌实现营业收入554.7百万美元(YoY+27.5%,QoQ-0.8%),人民币收入同比增长35%,超出上季度给出的业绩指引上限2%;归属于陌陌的净利润为43.11百万美元(YoY-67%,QoQ-55%)。 点评: 1. 中长尾用户付费贡献高,探探付费用户数突破500万;陌陌将通过改善中长尾用户付费体验,拓展和刺激头部用户,持续挖掘付费潜力:Q1陌陌MAU达1.144亿(YoY+10.7%,QoQ+1.0%);使用总时长、互动数量及用户双向关系等活跃度指标的增长优于MAU。直播和VAS付费用户总数达1,400万,付费用户数的增长主要来自探探。未来公司计划通过优化用户体验刺激腰部和中长尾用户付费,同时也将通过线上线下联动的方式和对排名机制进行更新,开展针对高额付费用户的消费促进活动。 2. 陌陌丰富社交玩法,探探遭全面下架;多元化付费场景深化用户互动:19Q1陌陌持续优化群组和聊天室功能,丰富交友玩法,降低社交门槛。多元化付费场景的推出,拉动了直播间外场景虚拟礼物的增长。由于内容监管等原因,探探于四月底从各大平台全面下架,陌陌也于5月11日起开展为期一个月的自查自纠工作,“动态”功能暂停更新。 3. 直播收入受宏观环境影响持续,增速首次降至个位数水平,中长尾用户贡献增长,头部用户开拓仍将保持;探探付费用户增长可观,功能优化推动增长;19Q2收入指引同比增30%,已考虑探探下架与动态自查影响:19Q1直播营收达400.7万美元(YoY+8%,QoQ-7%),受到宏观经济因素和传统春节因素的影响,同比增速进一步放缓;非直播场景的虚拟礼物功能优化和探探会员订阅业务","listText":"文章来源:本报告是2019年5月28日已发布的《陌陌($(MOMO)$.O)19Q1财报点评报告:增值服务同比增264%,受下架事件影响,Q2收入增速或将探底》 杨仁文 S1220514060006 事件: 19Q1陌陌实现营业收入554.7百万美元(YoY+27.5%,QoQ-0.8%),人民币收入同比增长35%,超出上季度给出的业绩指引上限2%;归属于陌陌的净利润为43.11百万美元(YoY-67%,QoQ-55%)。 点评: 1. 中长尾用户付费贡献高,探探付费用户数突破500万;陌陌将通过改善中长尾用户付费体验,拓展和刺激头部用户,持续挖掘付费潜力:Q1陌陌MAU达1.144亿(YoY+10.7%,QoQ+1.0%);使用总时长、互动数量及用户双向关系等活跃度指标的增长优于MAU。直播和VAS付费用户总数达1,400万,付费用户数的增长主要来自探探。未来公司计划通过优化用户体验刺激腰部和中长尾用户付费,同时也将通过线上线下联动的方式和对排名机制进行更新,开展针对高额付费用户的消费促进活动。 2. 陌陌丰富社交玩法,探探遭全面下架;多元化付费场景深化用户互动:19Q1陌陌持续优化群组和聊天室功能,丰富交友玩法,降低社交门槛。多元化付费场景的推出,拉动了直播间外场景虚拟礼物的增长。由于内容监管等原因,探探于四月底从各大平台全面下架,陌陌也于5月11日起开展为期一个月的自查自纠工作,“动态”功能暂停更新。 3. 直播收入受宏观环境影响持续,增速首次降至个位数水平,中长尾用户贡献增长,头部用户开拓仍将保持;探探付费用户增长可观,功能优化推动增长;19Q2收入指引同比增30%,已考虑探探下架与动态自查影响:19Q1直播营收达400.7万美元(YoY+8%,QoQ-7%),受到宏观经济因素和传统春节因素的影响,同比增速进一步放缓;非直播场景的虚拟礼物功能优化和探探会员订阅业务","text":"文章来源:本报告是2019年5月28日已发布的《陌陌($(MOMO)$.O)19Q1财报点评报告:增值服务同比增264%,受下架事件影响,Q2收入增速或将探底》 杨仁文 S1220514060006 事件: 19Q1陌陌实现营业收入554.7百万美元(YoY+27.5%,QoQ-0.8%),人民币收入同比增长35%,超出上季度给出的业绩指引上限2%;归属于陌陌的净利润为43.11百万美元(YoY-67%,QoQ-55%)。 点评: 1. 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除了最近受关注的科创板之外,港股那边也比较热闹。中烟香港上市两个交易日涨超40%。","listText":" 除了最近受关注的科创板之外,港股那边也比较热闹。中烟香港上市两个交易日涨超40%。","text":"除了最近受关注的科创板之外,港股那边也比较热闹。中烟香港上市两个交易日涨超40%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/904098256","isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}