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从你的全世界路过摔了一跤

从你的全世界路过摔了一跤

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IP属地：福建

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从你的全世界路过摔了一跤

11-21 22:17

$哔哩哔哩(BILI)$ 可以继续抄底了

从你的全世界路过摔了一跤

11-21 22:15

$英伟达(NVDA)$ 还有上涨动力，不过保险一点还是减三分之一仓位锁定部分今年利润

从你的全世界路过摔了一跤

11-19

$WTI原油2501(CL2501)$

从你的全世界路过摔了一跤

11-12

$黄金2412(GC2412)$

从你的全世界路过摔了一跤

11-09

$奇富科技(QFIN)$ 做空报告开始发力了

从你的全世界路过摔了一跤

11-08

$小米集团-W(01810)$ 小米的综合能力最强，适合长期持有

从你的全世界路过摔了一跤

11-08

$龙头股份(600630)$ 内部消息要连拉几个涨停板，到15以上

从你的全世界路过摔了一跤

11-08

$英特尔(INTC)$ 没人看文章也就不去写长篇了

从你的全世界路过摔了一跤

11-08

$WTI原油2412(CL2412)$

从你的全世界路过摔了一跤

11-07

会变成它讨厌的样子

十年后的B站，会变成什么样子？

从你的全世界路过摔了一跤

11-07

$WTI原油2412(CL2412)$

从你的全世界路过摔了一跤

11-07

$美国超微公司(AMD)$ 负债率这么低，营收这么好看，这是好股啊

从你的全世界路过摔了一跤

11-06

$黄金2412(GC2412)$ 模拟盘没啥用

从你的全世界路过摔了一跤

11-06

$英特尔(INTC)$ 小小抄一下

从你的全世界路过摔了一跤

11-06

$黄金2412(GC2412)$ 可惜国内不知道咋做空黄金

从你的全世界路过摔了一跤

11-04

$苹果(AAPL)$ 这么多唱多的是不是高位站岗后下跌了应激反应了？拼命说好话

从你的全世界路过摔了一跤

11-04

$WTI原油2412(CL2412)$

从你的全世界路过摔了一跤

11-01

股市需要耐心

美股也好A股也好港股也好，在这类市场投资需要的是耐心，需要的是尽量少的亏损，需要的是用理性去对抗市场的情绪穿过市场周期，当危机来临时用低廉的价收尸！而倒下的哪怕之前盈利百分百也不过是过眼云烟

股市需要耐心

从你的全世界路过摔了一跤

11-01

$苹果(AAPL)$ 当知道一直股最近注定会暴雷的情况下，有勇气的是去做空，求稳的清仓，只有傻子才去加仓赌那几个百分点

从你的全世界路过摔了一跤

11-01

$苹果(AAPL)$ 还用说嘛，利空太多了

去老虎APP查看更多动态

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内部消息要连拉几个涨停板，到15以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368622687433096","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368571487023152,"gmtCreate":1731020847485,"gmtModify":1731020850186,"author":{"id":"3516340331928883","authorId":"3516340331928883","name":"从你的全世界路过摔了一跤","avatar":"https://static.tigerbbs.com/d0b405c7a64587f43d73918b8a31011f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516340331928883","authorIdStr":"3516340331928883"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 没人看文章也就不去写长篇了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 没人看文章也就不去写长篇了","text":"$英特尔(INTC)$ 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16:02","market":"hk","language":"zh","title":"十年后的B站，会变成什么样子？","url":"https://stock-news.laohu8.com/highlight/detail?id=2481921661","media":"蓝鲸财经","summary":"当阿里、字节跳动在商业之路上高歌猛进，赚的盆满钵满，财报越来越好看时。B站就像一个二次元少年，构建着属于自己的世界。2024年第一季度，B站依然在亏损。那么，什么才是B站商业化该有的样子？他们在B站的世界里找到了归属感，日均使用时长高达105分钟。日均活跃UP主同比增长42%，月均投稿量达2250万。在商业方面，B站也取得了一定的成绩。全年通过广告获得收入的UP主数量同比增长94%，超300万UP主在B站获得了收入，同比增长30%。","content":"<html><body><blockquote>\n<p>文｜消费纪  小佳</p>\n</blockquote>\n<p>当阿里、字节跳动在商业之路上高歌猛进，赚的盆满钵满，财报越来越好看时。B站就像一个二次元少年，构建着属于自己的世界。</p>\n<p>可当少年看到小红书盈利的时，也感受到了压力。</p>\n<p>B站的董事长兼CEO陈睿对内狠狠说到：“2024年第三季度公司要实现赢利！”</p>\n<p>2024年第一季度，B站依然在亏损。</p>\n<p>虽然6月份B站的爆款《三国：谋定天下》，仅IOS端就创下了超2.5亿元的收入。但依靠氪金游戏赚钱，应该是B站当初最不想选择的方式。</p>\n<p>那么，什么才是B站商业化该有的样子？‍‍‍‍‍‍‍‍</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948356320_ymzunhxsxktyl.png\" width=\"1242\"/></p>\n<p>B站一直是内容驱动的平台，独特的内容和长视频生态，长出了影视飓风、何同学等非常出圈的UP主。</p>\n<p>从曾经的二次元风，到现在不断破圈成为更综合的长视频平台。B站的用户体量和商业价值也在不断增长。‍</p>\n<p>2024年第一季度，更是创下了月活用户3.415亿的新高，同比增长8%。这些年轻的用户，平均年龄保持在24岁左右，Z+世代用户覆盖率达到65%。</p>\n<p>他们在B站的世界里找到了归属感，日均使用时长高达105分钟。</p>\n<p>日均活跃UP主同比增长42%，月均投稿量达2250万。这里，形成了一个充满活力和创造力的社区生态。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948748416_kwpsdshokzjte.png\" width=\"1242\"/></p>\n<p>B站的内容生态也是丰富多彩。</p>\n<p>《雾山五行》《时光代理人》《灵笼》等国漫标杆之作不断涌现，让动漫爱好者们沉浸其中；</p>\n<p>自制剧《古相思曲》成功破圈，吸引了更多观众的目光；跨年晚会《最美的夜》融合全球青年流行文化，成为B站的一张亮丽名片。</p>\n<p>2024年第一季度，日均视频播放量近50亿次，同比增长22%，知识、游戏、影视娱乐等品类播放量均同比增长超20%。丰富多样的内容满足了不同用户的需求，也进一步巩固了B站的用户基础。</p>\n<p>在商业方面，B站也取得了一定的成绩。2023年第四季度，广告与增值服务收入分别同比增长28%和22%。</p>\n<p>2024年第一季度，广告业务收入同比增长31%，总营收达56.6亿元，毛利润同比提升45%，毛利率提升至28.3%。全年通过广告获得收入的UP主数量同比增长94%，超300万UP主在B站获得了收入，同比增长30%。</p>\n<p>好的方面是，“花火平台”和“必火推广”的推出，为UP主和商家提供了便利，帮助他们实现了自助投放和商业合作。</p>\n<p>3月29日上线的必火推广，新增了营销经营服务，让UP主和商家能够更好地实现商品带货、线索搜集、课程售卖等经营目标。</p>\n<p>UP主单场直播带货成交额超5000万，像“鹦鹉梨”的直播中，成交额超过5000万，且90%的下单用户都是女性，显示出B站在直播带货方面的潜力。</p>\n<p>电商业务也在逐渐发展。</p>\n<p>2023年，B站包含带货收入在内的广告业务实现收入64亿元，同比大增27%，四季度这一板块收入的同比增速达到28%，成为盈利的主要驱动业务之一。</p>\n<p>2023年“双11”期间，B站将手机APP端底部的“会员购”入口更名为“双11”，并新增“天猫双11”版块，为用户提供了更便捷的消费场景。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948777069_cwjjdijqqkpig.png\" width=\"1242\"/></p>\n<p>徕芬吹风机曾在困境边缘徘徊，几乎倒闭之时，它的创始人在B站举办了一场别开生面的发布会。</p>\n<p>视频中，创始人深度拆解产品优势，技术要点满满。</p>\n<p>这场发布会就像一场魔法，为徕芬带来了超1亿的销售回报，让人们看到了B站深度内容营销的神奇力量。</p>\n<p>B站UP主@小lin说的《对谈百亿大佬》节目也大放异彩。当她采访<a href=\"https://laohu8.com/S/DUOL\">多邻国</a>创始人时，那长达24分钟的视频，信息密度高，对话水准在线，播放量超百万。</p>\n<p>发布七天内，多邻国来自B站的App下载量比平时涨4倍，会员付费短期内获得5倍新增，优质内容与深度互动的魅力尽显无遗。</p>\n<p>UP主陈抱一为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>家电品牌追觅打造的创意视频更是令人惊叹。他用酱油在地板上创作3米长的《清明上河图》，再让扫地<a href=\"https://laohu8.com/S/300024\">机器人</a>清理，独特的展示方式让追觅的扫地机器人性能深入人心。</p>\n<p>在没有投流的情况下，视频冲上每周必看榜，高客单价产品销量超8000，证明了新颖创意和专业内容是销售的强大助推器。</p>\n<p>东风旗下的新品牌奕派也在B站找到了发展的契机。通过参与跨年晚会、与UP主众测、冠名拜年纪以及和KPL电竞赛事合作等多维度方式，深度融入B站社区，账号一夜间涨粉20多万，成功在年轻群体中打响了品牌。</p>\n<p><a href=\"https://laohu8.com/S/603605\">珀莱雅</a>借助B站的“星火计划”，加大内容投放，让垂类UP跨圈层破圈拉新，利用UP主流量实现一站式种草转化。就像一场精心策划的营销盛宴，珀莱雅在B站实现了高效的品牌推广。</p>\n<p>然而，有A面就有B面。‍‍‍‍‍‍‍‍‍‍‍</p>\n<p>2024年4月，某UP主的带货直播更是出现了问题。hince蓝气垫优惠券在官方链接有更多优惠，双头唇釉直播间价格比官方高，引发了信任危机，凸显出直播带货在价格管控和供应链协调方面的不足。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948802056_ugadcetueiiol.png\" width=\"1242\"/></p>\n<p>对于内容驱动的平台而言，内容商业化尺度非常难以把握。B站的核心用户是追求个性化表达的年轻人，他们对广告的接受度相对较低。</p>\n<p>在电商领域，B站与阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等平台合作，通过多种方式进行电商推广。但这种增长方式具有周期性，无法填补结构性不足。</p>\n<p>同时B站的广告业务面临效率低和容量有限的问题，因为它放弃了贴片广告这一稳定的现金流来源，导致其广告业务实质上变成了“卖广告位”。</p>\n<p>但B站不只是视频平台，而是某个群的网上客厅。社区文化才B站的核心。社区的最大价值不是直接售卖流量规模和效率，而是基于社区内容、氛围、创造力实现的商业化。这种商业化与社区的良性循环和规模增长才是正相关。</p>\n<p>1、带不动货，卖不出的广告植入。</p>\n<p>做视频内容和直播带货是不同的形式，擅长做内容的B站UP主不一定适合直播带货。</p>\n<p>从“盗月社”等百大UP主浅尝辄止的直播频次就可以看出这一点。</p>\n<p>连标杆案例UP主“Mr迷瞪”都表示，B站的电商生态还未起来，从货源、服务机构到UP主本身的内驱力都存在不足。</p>\n<p>B站试图在社区中开拓电商领域，然而，这却与用户对纯粹内容平台的期望产生了冲突。</p>\n<p>当页面上过多地展示商品推荐和购物链接时，用户感觉B站变了味，“感觉B站越来越商业化了，不像以前那么纯粹了。”一些老用户感慨道。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948822503_mdvvpdzkieskk.png\" width=\"1242\"/></p>\n<p>2、百大UP才不是年入百万。</p>\n<p>PUGV创作者们也面临着困境。他们是B站内容的重要创作者，但在商业化道路上举步维艰。</p>\n<p>尽管B站有扶持计划，可众多创作者能获得的商业回报依然有限。一些优秀创作者为了生计，不得不选择离开，或者降低创作频率和质量，这对B站的内容生态造成了冲击。</p>\n<p>“我们也很无奈，创作需要成本，但收入却难以维持。”是大多数UP的真实写照。</p>\n<p>3、收缩式盈利也许才是出路。</p>\n<p>减缓用户数量的扩张，专注于核心业务，并深化对核心用户群体的商业潜力挖掘，以此达到盈利目的。类似的盈利方式已在网易<a href=\"https://laohu8.com/S/09899\">云音乐</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>和快手等平台得到成功实施。</p>\n<p>对于B站而言，实现盈亏平衡是一个紧迫的目标。</p>\n<p>但从长期的角度来看，收缩式盈利策略应被视为一种短期的解决方案，而非长远之计。从过去的摇摆和反复中，也能看到B站的纠结。</p>\n<p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241107/1730948864930_mgotoeiyxghru.png\" width=\"1242\"/></p>\n<p>B站一度依赖游戏业务作为主要收入来源，但错失了许多机会，导致游戏业务成为管理层不愿多谈的痛点。</p>\n<p>过去一年，B站尝试将增长引擎切换到广告业务上，以前所未有的积极姿态进行流量变现，但要让广告成为盈利难题的终极答案似乎还有一段距离。B站的广告收入与日活用户数相比，仍有较大的提升空间。</p>\n<p>这也是B站曾经摇摆和反复带来的历史问题。</p>\n<p>摇摆和反复让一系列正确的决定通向了一个迷茫的陷阱，虽然满足了资本市场的短期预期，但资本市场的预期并不总能反映公司的实际情况。</p>\n<p>生意不只是在交易所，而是在花花世界。最终B站需要找到适合自己的盈利模式，而不是被资本市场的预期所左右。</p>\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>十年后的B站，会变成什么样子？</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十年后的B站，会变成什么样子？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 16:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/244015><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜消费纪  小佳\n\n当阿里、字节跳动在商业之路上高歌猛进，赚的盆满钵满，财报越来越好看时。B站就像一个二次元少年，构建着属于自己的世界。\n可当少年看到小红书盈利的时，也感受到了压力。\nB站的董事长兼CEO陈睿对内狠狠说到：“2024年第三季度公司要实现赢利！”\n2024年第一季度，B站依然在亏损。\n虽然6月份B站的爆款《三国：谋定天下》，仅IOS端就创下了超2.5亿元的收入。但依靠氪金游戏赚钱，...</p>\n\n<a href=\"https://www.lanjinger.com/d/244015\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK4513":"直播概念","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK4554":"元宇宙及AR概念","BK1575":"同股不同权","BK1608":"元宇宙概念","BK4531":"中概回港概念","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","SG9999001051.SGD":"United Asia Fund SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK4566":"资本集团","BK4509":"腾讯概念","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1588":"回港中概股","BK1104":"互动家庭娱乐","BK4577":"网络游戏","BK4504":"桥水持仓","BK4588":"碎股","BK4526":"热门中概股","BK1587":"次新股","09626":"哔哩哔哩-W","BK4503":"景林资产持仓","BILI":"哔哩哔哩","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","SG9999003461.SGD":"United Asia Pacific 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