打工人小韭的个人主页 - 老虎社区

打工人小韭

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IP属地：北京

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打工人小韭

2021-08-03

$哔哩哔哩-SW(09626)$b站又不搞游戏咋跌成这样？而且王者荣耀有实名认证和防沉迷机制啊，不去管小孩玩手机，直接把一个行业捶死？咋不干脆关了所有股市？

打工人小韭

2021-08-05

$哔哩哔哩-SW(09626)$中丐股中的丐中丐，我不理解。

打工人小韭

2021-08-03

$哔哩哔哩-SW(09626)$打开交易软件，不敢相信自己的眼睛

打工人小韭

2021-08-03

$哔哩哔哩-SW(09626)$别玩游戏了，都看视频吧

打工人小韭

2021-08-03

提高生育率只有一种方法：让百姓的钱包鼓起来。

抱歉，原内容已删除

打工人小韭

2021-05-27

$小米集团-W(01810)$有啥可怕的

打工人小韭

2021-07-28

$好未来(TAL)$其他中概股都是被吓的，这个是真被锤。做空教育股做多其他中概股对冲

打工人小韭

2021-05-27

$小米集团-W(01810)$有啥可怕的

打工人小韭

2022-03-24

有明确说不回购？没有吧？

腾讯电话会：不会启动股票回购计划，游戏版号停发是暂时的

打工人小韭

2022-03-08

赌场横竖都赚钱当然强

抱歉，原内容已删除

打工人小韭

2021-09-09

$快手-W(01024)$快手新农村，快手小镇，符合共同富裕计划。市场反应过度，明天upup

打工人小韭

2021-08-05

$快手-W(01024)$50等你

打工人小韭

2021-07-27

$哔哩哔哩-SW(09626)$都是被教育吓得，实际没啥事，跌过之后就回反弹回去

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referrerpolicy=\"no-referrer\"/></p><p>这主要是由于第四季度营收增速创纪录新低，非国际财务报告准则（Non-IFRS）调整后净利润同比降25%，是继三季度净利润下跌2%之后，腾讯连续第二个季度单季净利负增长。2021全年调整后净利同比微增1%，也创近十年来公司净利增幅最低的一年。</p><p>腾讯董事会主席兼首席执行官马化腾在评价本份财报时表示，面对行业挑战，公司积极拥抱变化，降本增效，聚焦重点战略领域，加强长期可持续发展举措：</p><blockquote>虽然收入增速放缓，但公司在业务上继续取得战略性进展，相信中国互联网行业正在结构性地迈向更健康的模式，回归以用户价值、科技创新及社会责任为中心的本源。</blockquote><p>在财报电话会上，腾讯公司总裁刘炽平否认市场对于腾讯将追随竞争对手<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>启动股票回购计划的猜测，<b>称将专注于国际游戏、云服务和微信消息服务等核心业务。未来腾讯将以健康可持续为原则，聚焦重点战略领域</b>。</p><p>他提到，过去几年行业参与者过分强调零和竞争、激进的营销、鲁莽的扩张、短期增长和企业利益，而忽视了可持续增长的最重要因素，“因此，互联网行业的增长变得泡沫化和不健康。”</p><p>而从长远来看，更多的监管将带来更健康的增长，“我们正在积极迎接变革，以更好地适应新的行业范式。”他认为，腾讯拥有以长期为导向的企业文化，专注于用户价值、社会责任、技术创新和合规性，这也是可持续和健康增长的关键要素。</p><p>彭拜新闻等多家媒体提到，在回应“人员优化”消息时，刘炽平承认正对亏损业务进行成本优化，以便保持更健康的增长；公司未来员工数量增长将较往年明显放缓，但预计今年人员仍将增长；<b>今年腾讯人员招聘幅度将远低于去年，内部人力投入将从边缘业务调整至核心业务，在行业发生根本性变化时积极拥抱变化，保证组织健康发展</b>：</p><blockquote>腾讯一直以来都是一家积极拥抱变化的公司，公司一直秉持创业心态，根据社会发展和业务需求，持续进行组织优化。</blockquote><blockquote>目前，互联网行业正在遭遇结构性的挑战和改变，腾讯作为其中参与者也会主动进行调整。过去，行业是竞争驱动型，投入较大；现在，相比短期收益大家更关注长线业务发展，更健康地投入，尤其是对营销成本、运营成本和人力成本的优化。</blockquote><blockquote>未来腾讯将以健康可持续为原则，聚焦重点战略领域，调配人员在具长远价值的业务，同时持续引进核心科技人才和优秀的应届毕业生。</blockquote><blockquote>互联网行业有非常巨大的变化，行业都在阵痛。当我们主动拥抱变化并进行一系列优化动作后，腾讯将更加健壮，业务将更加健康发展，我们对未来充满信心。</blockquote><p>财报显示，去年四季度腾讯的金融科技及企业服务季度收入首超游戏，即当季的To B业务收入超过公司“现金牛”网络游戏收入。其中，金融科技与B端业务收入约480亿元，占总收入的33%，而增值收入中的网络游戏收入由海内外游戏业务组成，共428亿元。</p><p>在谈到中国这一全球最大游戏市场的新游戏版号停发进入第八个月时，腾讯高管在电话会上透露，他们认为国内游戏面临的此类挑战是“暂时的”，随着不确定性的缓解，<b>预计当监管环境在2022年晚些时候稳定时，公司有大量新游戏准备好推出。</b></p><p>媒体称，刘炽平表示，一旦游戏行业解决了对未成年人的保护问题，腾讯预计游戏版号将重新发放，但他没有给出具体时间表。</p><p>另据第一财经总结，刘炽平在解读净利下滑背后的产业化转型时称：</p><blockquote>一方面金融科技业务主要服务B端大客户以及中小型客户，未来将继续拥抱新的监管变化，并增加与金融行业的合作，服务好中小企业与实体经济，保证该部分业务的持续增长。</blockquote><blockquote>其次，腾讯云服务业务在中国排名第二，整体收入体量较大，但也有较大亏损，产品开发投入较多，且行业竞争白热化，尤其是价格战白热化，未来腾讯云将在达到一定体量之后进一步关注业务健康度问题——从产品角度更多地推广自研产品与标准化产品，改善毛利情况；提高行业客户覆盖度，进一步覆盖大客户、腰部客户、行业客户、以及区域客户，从单纯追求收入增长向为客户价值创造转化，提升整体收入健康度。</blockquote><blockquote>最后，腾讯SaaS业务——包括企业微信、腾讯文档等，在海外均已具备健康的商业模式，放到更长时间维度内会获得更多变现空间。</blockquote><blockquote>至于从C端业务向B端的转型过程、以及究竟何时2B业务才会成为集团利润的核心支柱，刘炽平称，2B业务需要较长一段时间，C端与B端业务相辅相成，中国2C的互联网增值收费模式同样适用于B端，两者之间不存在博弈关系。</blockquote><p>此外，在解释第四季度的支柱业务——网络广告收入疲软时，公司称当季网络广告收入215亿元，同比下跌13%且逊于市场预期，反映了教育、游戏及互联网服务等行业的广告需求疲软，部分被合并<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>所带来的广告收入所抵销。<b>公司预计广告收入将于2022年下半年恢复增长。</b></p><p>在谈到是否将建立金控公司时，刘炽平称公司在探索成立一家金融控股公司，以及监管是否有此要求；公司正积极讨论是否有资格获得金融控股公司牌照。他称，成立一家金融控股公司将涉及组织架构调整，但短期内产生的影响将是中性的。</p></body></html>","source":"wallstreetcn_api","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>腾讯电话会：不会启动股票回购计划，游戏版号停发是暂时的</title>\n<style 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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; 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腾讯电话会：不会启动股票回购计划，游戏版号停发是暂时的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-24 08:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3655067><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月23日周三，腾讯控股发布2021财年第四季度业绩及全年财报。其美股ADR盘初一度跌8.7%，随后跌幅收窄至不足4%，回吐3月17日以来的全部涨幅。作为腾讯最大的外部股东，南非媒体及投资巨头Naspers股价跌超8%，回吐3月15日来近半涨幅。这主要是由于第四季度营收增速创纪录新低，非国际财务报告准则（Non-IFRS）调整后净利润同比降25%，是继三季度净利润下跌2%之后，腾讯连续第二个季度...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3655067\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9c67a083680315563aa8ee3030248495","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"https://wallstreetcn.com/articles/3655067","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221452410","content_text":"3月23日周三，腾讯控股发布2021财年第四季度业绩及全年财报。其美股ADR盘初一度跌8.7%，随后跌幅收窄至不足4%，回吐3月17日以来的全部涨幅。作为腾讯最大的外部股东，南非媒体及投资巨头Naspers股价跌超8%，回吐3月15日来近半涨幅。这主要是由于第四季度营收增速创纪录新低，非国际财务报告准则（Non-IFRS）调整后净利润同比降25%，是继三季度净利润下跌2%之后，腾讯连续第二个季度单季净利负增长。2021全年调整后净利同比微增1%，也创近十年来公司净利增幅最低的一年。腾讯董事会主席兼首席执行官马化腾在评价本份财报时表示，面对行业挑战，公司积极拥抱变化，降本增效，聚焦重点战略领域，加强长期可持续发展举措：虽然收入增速放缓，但公司在业务上继续取得战略性进展，相信中国互联网行业正在结构性地迈向更健康的模式，回归以用户价值、科技创新及社会责任为中心的本源。在财报电话会上，腾讯公司总裁刘炽平否认市场对于腾讯将追随竞争对手阿里巴巴启动股票回购计划的猜测，称将专注于国际游戏、云服务和微信消息服务等核心业务。未来腾讯将以健康可持续为原则，聚焦重点战略领域。他提到，过去几年行业参与者过分强调零和竞争、激进的营销、鲁莽的扩张、短期增长和企业利益，而忽视了可持续增长的最重要因素，“因此，互联网行业的增长变得泡沫化和不健康。”而从长远来看，更多的监管将带来更健康的增长，“我们正在积极迎接变革，以更好地适应新的行业范式。”他认为，腾讯拥有以长期为导向的企业文化，专注于用户价值、社会责任、技术创新和合规性，这也是可持续和健康增长的关键要素。彭拜新闻等多家媒体提到，在回应“人员优化”消息时，刘炽平承认正对亏损业务进行成本优化，以便保持更健康的增长；公司未来员工数量增长将较往年明显放缓，但预计今年人员仍将增长；今年腾讯人员招聘幅度将远低于去年，内部人力投入将从边缘业务调整至核心业务，在行业发生根本性变化时积极拥抱变化，保证组织健康发展：腾讯一直以来都是一家积极拥抱变化的公司，公司一直秉持创业心态，根据社会发展和业务需求，持续进行组织优化。目前，互联网行业正在遭遇结构性的挑战和改变，腾讯作为其中参与者也会主动进行调整。过去，行业是竞争驱动型，投入较大；现在，相比短期收益大家更关注长线业务发展，更健康地投入，尤其是对营销成本、运营成本和人力成本的优化。未来腾讯将以健康可持续为原则，聚焦重点战略领域，调配人员在具长远价值的业务，同时持续引进核心科技人才和优秀的应届毕业生。互联网行业有非常巨大的变化，行业都在阵痛。当我们主动拥抱变化并进行一系列优化动作后，腾讯将更加健壮，业务将更加健康发展，我们对未来充满信心。财报显示，去年四季度腾讯的金融科技及企业服务季度收入首超游戏，即当季的To B业务收入超过公司“现金牛”网络游戏收入。其中，金融科技与B端业务收入约480亿元，占总收入的33%，而增值收入中的网络游戏收入由海内外游戏业务组成，共428亿元。在谈到中国这一全球最大游戏市场的新游戏版号停发进入第八个月时，腾讯高管在电话会上透露，他们认为国内游戏面临的此类挑战是“暂时的”，随着不确定性的缓解，预计当监管环境在2022年晚些时候稳定时，公司有大量新游戏准备好推出。媒体称，刘炽平表示，一旦游戏行业解决了对未成年人的保护问题，腾讯预计游戏版号将重新发放，但他没有给出具体时间表。另据第一财经总结，刘炽平在解读净利下滑背后的产业化转型时称：一方面金融科技业务主要服务B端大客户以及中小型客户，未来将继续拥抱新的监管变化，并增加与金融行业的合作，服务好中小企业与实体经济，保证该部分业务的持续增长。其次，腾讯云服务业务在中国排名第二，整体收入体量较大，但也有较大亏损，产品开发投入较多，且行业竞争白热化，尤其是价格战白热化，未来腾讯云将在达到一定体量之后进一步关注业务健康度问题——从产品角度更多地推广自研产品与标准化产品，改善毛利情况；提高行业客户覆盖度，进一步覆盖大客户、腰部客户、行业客户、以及区域客户，从单纯追求收入增长向为客户价值创造转化，提升整体收入健康度。最后，腾讯SaaS业务——包括企业微信、腾讯文档等，在海外均已具备健康的商业模式，放到更长时间维度内会获得更多变现空间。至于从C端业务向B端的转型过程、以及究竟何时2B业务才会成为集团利润的核心支柱，刘炽平称，2B业务需要较长一段时间，C端与B端业务相辅相成，中国2C的互联网增值收费模式同样适用于B端，两者之间不存在博弈关系。此外，在解释第四季度的支柱业务——网络广告收入疲软时，公司称当季网络广告收入215亿元，同比下跌13%且逊于市场预期，反映了教育、游戏及互联网服务等行业的广告需求疲软，部分被合并搜狗所带来的广告收入所抵销。公司预计广告收入将于2022年下半年恢复增长。在谈到是否将建立金控公司时，刘炽平称公司在探索成立一家金融控股公司，以及监管是否有此要求；公司正积极讨论是否有资格获得金融控股公司牌照。他称，成立一家金融控股公司将涉及组织架构调整，但短期内产生的影响将是中性的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632710709,"gmtCreate":1646703817825,"gmtModify":1646704501598,"author":{"id":"3535691846333652","authorId":"3535691846333652","name":"打工人小韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535691846333652","authorIdStr":"3535691846333652"},"themes":[],"htmlText":"赌场横竖都赚钱当然强","listText":"赌场横竖都赚钱当然强","text":"赌场横竖都赚钱当然强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632710709","repostId":"2217428001","repostType":2,"isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889781682,"gmtCreate":1631179038146,"gmtModify":1631179038146,"author":{"id":"3535691846333652","authorId":"3535691846333652","name":"打工人小韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535691846333652","authorIdStr":"3535691846333652"},"themes":[],"htmlText":"<a 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