+关注
元勰
暂无个人介绍
IP属地:未知
15
关注
2
粉丝
0
主题
0
勋章
主贴
热门
元勰
2021-05-21
用户肯定不会在Zoom或谷歌/微软之间做出选择,而是在谷歌/微软之间或两者之间做出选择。 不知道这个结论的依据是什么。 zoom开始做视频会议的适合,谷歌已经有meeting了,微软也有Skype,疫情为啥是zoom起来不是他们。作者思考过这些问题么?
@猛兽财经网:ZOOM已经失去了所有的护城河
元勰
2021-01-20
$Zoom(ZM)$
怎么突然跌这么多,发生了啥。
元勰
2020-12-12
$Zoom(ZM)$
要把昨晚的涨幅都给跌回去么?
元勰
2020-10-27
$Zoom(ZM)$
每天都这么玩,有意思嘛。
元勰
2020-10-26
$Zoom(ZM)$
怕又要高开低走了
元勰
2020-09-01
$Zoom(ZM)$
盘后破400了。
元勰
2020-08-10
漏洞百出,2011年创建zoom的时候,怎么可能才27岁。要知道可是webex14年的老员工了。特么14岁毕业开始工作的????
抱歉,原内容已删除
元勰
2020-07-31
只要不提弯道超车,跨越式发展,踏踏实实补课,都是好同志。
抱歉,原内容已删除
元勰
2020-07-08
$阿里巴巴(BABA)$
阿里加油,再破新高。不能软绵绵的,干
元勰
2020-07-06
$阿里巴巴(BABA)$
阿里终于破新高了,破的多艰难啊。
元勰
2020-06-17
阿里还是牛逼。
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3534420160492729","uuid":"3534420160492729","gmtCreate":1571326138345,"gmtModify":1609156404222,"name":"元勰","pinyin":"yxyuanxie","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":15,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":130269590,"gmtCreate":1621553020110,"gmtModify":1621553020110,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"用户肯定不会在Zoom或谷歌/微软之间做出选择,而是在谷歌/微软之间或两者之间做出选择。 不知道这个结论的依据是什么。 zoom开始做视频会议的适合,谷歌已经有meeting了,微软也有Skype,疫情为啥是zoom起来不是他们。作者思考过这些问题么?","listText":"用户肯定不会在Zoom或谷歌/微软之间做出选择,而是在谷歌/微软之间或两者之间做出选择。 不知道这个结论的依据是什么。 zoom开始做视频会议的适合,谷歌已经有meeting了,微软也有Skype,疫情为啥是zoom起来不是他们。作者思考过这些问题么?","text":"用户肯定不会在Zoom或谷歌/微软之间做出选择,而是在谷歌/微软之间或两者之间做出选择。 不知道这个结论的依据是什么。 zoom开始做视频会议的适合,谷歌已经有meeting了,微软也有Skype,疫情为啥是zoom起来不是他们。作者思考过这些问题么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130269590","repostId":"197133204","repostType":1,"repost":{"id":197133204,"gmtCreate":1621432738308,"gmtModify":1621434981419,"author":{"id":"3531915079729543","authorId":"3531915079729543","name":"猛兽财经网","avatar":"https://static.tigerbbs.com/417bb784450c13c87f9fe76e9d9776e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3531915079729543","authorIdStr":"3531915079729543"},"themes":[],"title":"ZOOM已经失去了所有的护城河","htmlText":"猛兽财经在对<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 现有的技术和竞争格局进行深入分析后得出结论,目前有相当多的投资者忽视了Zoom最大的竞争对手在价格、功能和架构方面的优势。相反,很多人却认为,Zoom可以继续利用其先发优势来保持市场份额。而我们则认为持这种观点的人忽视了视频会议软件市场的高流失率等因素。此外,如果没有对用户硬件的控制,或者没有更强大的生态系统,Zoom将很难继续保持新的竞争优势。前景Zoom在2020年能成功的原因是在正确的时间里推出了正确的产品,随着疫情加快在家办公的趋势,Zoom产品便宜的价格和创新的架构完美的满足了这部分人的需求。然而,现在这两个护城河都面临着威胁。除非出现颠覆性的新视频通信模式,否则<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 将继续通过其强大的平台和生态系统,一步步吞噬掉Zoom的市场份额。此外,视频会议软件的高流失率也会降低Zoom的先发优势。催化剂竞争对手的创新已经消除了Zoom的架构优势截至2021年3月,Zoom的全球市场份额(54%)已经是Google Meets/Hangouts(合计23%)和微软Teams/Skype(合计21%)的两倍多了。在2020年初,很多企业为了建立一个有效的在家办公环境,纷纷采用了Zoom提供的最多可容纳100名用户的40分钟免费视频会议服务。到目前为止(从20204季度到2021Q2季度),Zoom的收入已经增长了137%。当微软和谷歌在忙着缩小与Zoom的价格差距时,Zoom已","listText":"猛兽财经在对<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 现有的技术和竞争格局进行深入分析后得出结论,目前有相当多的投资者忽视了Zoom最大的竞争对手在价格、功能和架构方面的优势。相反,很多人却认为,Zoom可以继续利用其先发优势来保持市场份额。而我们则认为持这种观点的人忽视了视频会议软件市场的高流失率等因素。此外,如果没有对用户硬件的控制,或者没有更强大的生态系统,Zoom将很难继续保持新的竞争优势。前景Zoom在2020年能成功的原因是在正确的时间里推出了正确的产品,随着疫情加快在家办公的趋势,Zoom产品便宜的价格和创新的架构完美的满足了这部分人的需求。然而,现在这两个护城河都面临着威胁。除非出现颠覆性的新视频通信模式,否则<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 将继续通过其强大的平台和生态系统,一步步吞噬掉Zoom的市场份额。此外,视频会议软件的高流失率也会降低Zoom的先发优势。催化剂竞争对手的创新已经消除了Zoom的架构优势截至2021年3月,Zoom的全球市场份额(54%)已经是Google Meets/Hangouts(合计23%)和微软Teams/Skype(合计21%)的两倍多了。在2020年初,很多企业为了建立一个有效的在家办公环境,纷纷采用了Zoom提供的最多可容纳100名用户的40分钟免费视频会议服务。到目前为止(从20204季度到2021Q2季度),Zoom的收入已经增长了137%。当微软和谷歌在忙着缩小与Zoom的价格差距时,Zoom已","text":"猛兽财经在对$Zoom(ZM)$ 现有的技术和竞争格局进行深入分析后得出结论,目前有相当多的投资者忽视了Zoom最大的竞争对手在价格、功能和架构方面的优势。相反,很多人却认为,Zoom可以继续利用其先发优势来保持市场份额。而我们则认为持这种观点的人忽视了视频会议软件市场的高流失率等因素。此外,如果没有对用户硬件的控制,或者没有更强大的生态系统,Zoom将很难继续保持新的竞争优势。前景Zoom在2020年能成功的原因是在正确的时间里推出了正确的产品,随着疫情加快在家办公的趋势,Zoom产品便宜的价格和创新的架构完美的满足了这部分人的需求。然而,现在这两个护城河都面临着威胁。除非出现颠覆性的新视频通信模式,否则$谷歌(GOOG)$ 和$微软(MSFT)$ 将继续通过其强大的平台和生态系统,一步步吞噬掉Zoom的市场份额。此外,视频会议软件的高流失率也会降低Zoom的先发优势。催化剂竞争对手的创新已经消除了Zoom的架构优势截至2021年3月,Zoom的全球市场份额(54%)已经是Google Meets/Hangouts(合计23%)和微软Teams/Skype(合计21%)的两倍多了。在2020年初,很多企业为了建立一个有效的在家办公环境,纷纷采用了Zoom提供的最多可容纳100名用户的40分钟免费视频会议服务。到目前为止(从20204季度到2021Q2季度),Zoom的收入已经增长了137%。当微软和谷歌在忙着缩小与Zoom的价格差距时,Zoom已","images":[{"img":"https://static.tigerbbs.com/6ad742a987f7f4fb76d9d6c0b9e42625","width":"726","height":"402"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197133204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337250513,"gmtCreate":1611153910932,"gmtModify":1703748410479,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怎么突然跌这么多,发生了啥。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怎么突然跌这么多,发生了啥。","text":"$Zoom(ZM)$怎么突然跌这么多,发生了啥。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337250513","isVote":1,"tweetType":1,"viewCount":1370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395410505,"gmtCreate":1607705178207,"gmtModify":1703849655038,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>要把昨晚的涨幅都给跌回去么?","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>要把昨晚的涨幅都给跌回去么?","text":"$Zoom(ZM)$要把昨晚的涨幅都给跌回去么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395410505","isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308042250,"gmtCreate":1603808399370,"gmtModify":1703830817585,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>每天都这么玩,有意思嘛。","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>每天都这么玩,有意思嘛。","text":"$Zoom(ZM)$每天都这么玩,有意思嘛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308042250","isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301487896,"gmtCreate":1603722677415,"gmtModify":1703830497002,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怕又要高开低走了","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怕又要高开低走了","text":"$Zoom(ZM)$怕又要高开低走了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301487896","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971886446,"gmtCreate":1598911232185,"gmtModify":1704220581902,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>盘后破400了。","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>盘后破400了。","text":"$Zoom(ZM)$盘后破400了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971886446","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944401386,"gmtCreate":1597070586145,"gmtModify":1704214295719,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":" 漏洞百出,2011年创建zoom的时候,怎么可能才27岁。要知道可是webex14年的老员工了。特么14岁毕业开始工作的????","listText":" 漏洞百出,2011年创建zoom的时候,怎么可能才27岁。要知道可是webex14年的老员工了。特么14岁毕业开始工作的????","text":"漏洞百出,2011年创建zoom的时候,怎么可能才27岁。要知道可是webex14年的老员工了。特么14岁毕业开始工作的????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944401386","repostId":"1134058361","repostType":2,"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942415300,"gmtCreate":1596192687600,"gmtModify":1704211699556,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"只要不提弯道超车,跨越式发展,踏踏实实补课,都是好同志。","listText":"只要不提弯道超车,跨越式发展,踏踏实实补课,都是好同志。","text":"只要不提弯道超车,跨越式发展,踏踏实实补课,都是好同志。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942415300","repostId":"2055863691","repostType":2,"isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949822461,"gmtCreate":1594216145453,"gmtModify":1704204469956,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里加油,再破新高。不能软绵绵的,干","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里加油,再破新高。不能软绵绵的,干","text":"$阿里巴巴(BABA)$阿里加油,再破新高。不能软绵绵的,干","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949822461","isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940798088,"gmtCreate":1594047121844,"gmtModify":1704203721226,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里终于破新高了,破的多艰难啊。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里终于破新高了,破的多艰难啊。","text":"$阿里巴巴(BABA)$阿里终于破新高了,破的多艰难啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940798088","isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955143443,"gmtCreate":1592344941082,"gmtModify":1704198933814,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"阿里还是牛逼。","listText":"阿里还是牛逼。","text":"阿里还是牛逼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955143443","repostId":"2043207298","repostType":2,"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":308042250,"gmtCreate":1603808399370,"gmtModify":1703830817585,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>每天都这么玩,有意思嘛。","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>每天都这么玩,有意思嘛。","text":"$Zoom(ZM)$每天都这么玩,有意思嘛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308042250","isVote":1,"tweetType":1,"viewCount":2835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395410505,"gmtCreate":1607705178207,"gmtModify":1703849655038,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>要把昨晚的涨幅都给跌回去么?","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>要把昨晚的涨幅都给跌回去么?","text":"$Zoom(ZM)$要把昨晚的涨幅都给跌回去么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395410505","isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130269590,"gmtCreate":1621553020110,"gmtModify":1621553020110,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"用户肯定不会在Zoom或谷歌/微软之间做出选择,而是在谷歌/微软之间或两者之间做出选择。 不知道这个结论的依据是什么。 zoom开始做视频会议的适合,谷歌已经有meeting了,微软也有Skype,疫情为啥是zoom起来不是他们。作者思考过这些问题么?","listText":"用户肯定不会在Zoom或谷歌/微软之间做出选择,而是在谷歌/微软之间或两者之间做出选择。 不知道这个结论的依据是什么。 zoom开始做视频会议的适合,谷歌已经有meeting了,微软也有Skype,疫情为啥是zoom起来不是他们。作者思考过这些问题么?","text":"用户肯定不会在Zoom或谷歌/微软之间做出选择,而是在谷歌/微软之间或两者之间做出选择。 不知道这个结论的依据是什么。 zoom开始做视频会议的适合,谷歌已经有meeting了,微软也有Skype,疫情为啥是zoom起来不是他们。作者思考过这些问题么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130269590","repostId":"197133204","repostType":1,"repost":{"id":197133204,"gmtCreate":1621432738308,"gmtModify":1621434981419,"author":{"id":"3531915079729543","authorId":"3531915079729543","name":"猛兽财经网","avatar":"https://static.tigerbbs.com/417bb784450c13c87f9fe76e9d9776e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3531915079729543","authorIdStr":"3531915079729543"},"themes":[],"title":"ZOOM已经失去了所有的护城河","htmlText":"猛兽财经在对<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 现有的技术和竞争格局进行深入分析后得出结论,目前有相当多的投资者忽视了Zoom最大的竞争对手在价格、功能和架构方面的优势。相反,很多人却认为,Zoom可以继续利用其先发优势来保持市场份额。而我们则认为持这种观点的人忽视了视频会议软件市场的高流失率等因素。此外,如果没有对用户硬件的控制,或者没有更强大的生态系统,Zoom将很难继续保持新的竞争优势。前景Zoom在2020年能成功的原因是在正确的时间里推出了正确的产品,随着疫情加快在家办公的趋势,Zoom产品便宜的价格和创新的架构完美的满足了这部分人的需求。然而,现在这两个护城河都面临着威胁。除非出现颠覆性的新视频通信模式,否则<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 将继续通过其强大的平台和生态系统,一步步吞噬掉Zoom的市场份额。此外,视频会议软件的高流失率也会降低Zoom的先发优势。催化剂竞争对手的创新已经消除了Zoom的架构优势截至2021年3月,Zoom的全球市场份额(54%)已经是Google Meets/Hangouts(合计23%)和微软Teams/Skype(合计21%)的两倍多了。在2020年初,很多企业为了建立一个有效的在家办公环境,纷纷采用了Zoom提供的最多可容纳100名用户的40分钟免费视频会议服务。到目前为止(从20204季度到2021Q2季度),Zoom的收入已经增长了137%。当微软和谷歌在忙着缩小与Zoom的价格差距时,Zoom已","listText":"猛兽财经在对<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 现有的技术和竞争格局进行深入分析后得出结论,目前有相当多的投资者忽视了Zoom最大的竞争对手在价格、功能和架构方面的优势。相反,很多人却认为,Zoom可以继续利用其先发优势来保持市场份额。而我们则认为持这种观点的人忽视了视频会议软件市场的高流失率等因素。此外,如果没有对用户硬件的控制,或者没有更强大的生态系统,Zoom将很难继续保持新的竞争优势。前景Zoom在2020年能成功的原因是在正确的时间里推出了正确的产品,随着疫情加快在家办公的趋势,Zoom产品便宜的价格和创新的架构完美的满足了这部分人的需求。然而,现在这两个护城河都面临着威胁。除非出现颠覆性的新视频通信模式,否则<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 将继续通过其强大的平台和生态系统,一步步吞噬掉Zoom的市场份额。此外,视频会议软件的高流失率也会降低Zoom的先发优势。催化剂竞争对手的创新已经消除了Zoom的架构优势截至2021年3月,Zoom的全球市场份额(54%)已经是Google Meets/Hangouts(合计23%)和微软Teams/Skype(合计21%)的两倍多了。在2020年初,很多企业为了建立一个有效的在家办公环境,纷纷采用了Zoom提供的最多可容纳100名用户的40分钟免费视频会议服务。到目前为止(从20204季度到2021Q2季度),Zoom的收入已经增长了137%。当微软和谷歌在忙着缩小与Zoom的价格差距时,Zoom已","text":"猛兽财经在对$Zoom(ZM)$ 现有的技术和竞争格局进行深入分析后得出结论,目前有相当多的投资者忽视了Zoom最大的竞争对手在价格、功能和架构方面的优势。相反,很多人却认为,Zoom可以继续利用其先发优势来保持市场份额。而我们则认为持这种观点的人忽视了视频会议软件市场的高流失率等因素。此外,如果没有对用户硬件的控制,或者没有更强大的生态系统,Zoom将很难继续保持新的竞争优势。前景Zoom在2020年能成功的原因是在正确的时间里推出了正确的产品,随着疫情加快在家办公的趋势,Zoom产品便宜的价格和创新的架构完美的满足了这部分人的需求。然而,现在这两个护城河都面临着威胁。除非出现颠覆性的新视频通信模式,否则$谷歌(GOOG)$ 和$微软(MSFT)$ 将继续通过其强大的平台和生态系统,一步步吞噬掉Zoom的市场份额。此外,视频会议软件的高流失率也会降低Zoom的先发优势。催化剂竞争对手的创新已经消除了Zoom的架构优势截至2021年3月,Zoom的全球市场份额(54%)已经是Google Meets/Hangouts(合计23%)和微软Teams/Skype(合计21%)的两倍多了。在2020年初,很多企业为了建立一个有效的在家办公环境,纷纷采用了Zoom提供的最多可容纳100名用户的40分钟免费视频会议服务。到目前为止(从20204季度到2021Q2季度),Zoom的收入已经增长了137%。当微软和谷歌在忙着缩小与Zoom的价格差距时,Zoom已","images":[{"img":"https://static.tigerbbs.com/6ad742a987f7f4fb76d9d6c0b9e42625","width":"726","height":"402"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197133204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301487896,"gmtCreate":1603722677415,"gmtModify":1703830497002,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怕又要高开低走了","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怕又要高开低走了","text":"$Zoom(ZM)$怕又要高开低走了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301487896","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337250513,"gmtCreate":1611153910932,"gmtModify":1703748410479,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怎么突然跌这么多,发生了啥。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>怎么突然跌这么多,发生了啥。","text":"$Zoom(ZM)$怎么突然跌这么多,发生了啥。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337250513","isVote":1,"tweetType":1,"viewCount":1370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971886446,"gmtCreate":1598911232185,"gmtModify":1704220581902,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>盘后破400了。","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>盘后破400了。","text":"$Zoom(ZM)$盘后破400了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971886446","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940798088,"gmtCreate":1594047121844,"gmtModify":1704203721226,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里终于破新高了,破的多艰难啊。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里终于破新高了,破的多艰难啊。","text":"$阿里巴巴(BABA)$阿里终于破新高了,破的多艰难啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940798088","isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944401386,"gmtCreate":1597070586145,"gmtModify":1704214295719,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":" 漏洞百出,2011年创建zoom的时候,怎么可能才27岁。要知道可是webex14年的老员工了。特么14岁毕业开始工作的????","listText":" 漏洞百出,2011年创建zoom的时候,怎么可能才27岁。要知道可是webex14年的老员工了。特么14岁毕业开始工作的????","text":"漏洞百出,2011年创建zoom的时候,怎么可能才27岁。要知道可是webex14年的老员工了。特么14岁毕业开始工作的????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944401386","repostId":"1134058361","repostType":2,"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942415300,"gmtCreate":1596192687600,"gmtModify":1704211699556,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"只要不提弯道超车,跨越式发展,踏踏实实补课,都是好同志。","listText":"只要不提弯道超车,跨越式发展,踏踏实实补课,都是好同志。","text":"只要不提弯道超车,跨越式发展,踏踏实实补课,都是好同志。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942415300","repostId":"2055863691","repostType":2,"isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949822461,"gmtCreate":1594216145453,"gmtModify":1704204469956,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里加油,再破新高。不能软绵绵的,干","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里加油,再破新高。不能软绵绵的,干","text":"$阿里巴巴(BABA)$阿里加油,再破新高。不能软绵绵的,干","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949822461","isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955143443,"gmtCreate":1592344941082,"gmtModify":1704198933814,"author":{"id":"3534420160492729","authorId":"3534420160492729","name":"元勰","avatar":"https://static.tigerbbs.com/1e1a2ef0172efc2800fe56fab9fb7815","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534420160492729","authorIdStr":"3534420160492729"},"themes":[],"htmlText":"阿里还是牛逼。","listText":"阿里还是牛逼。","text":"阿里还是牛逼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955143443","repostId":"2043207298","repostType":2,"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}