戒赌治疗期的赌徒的个人主页 - 老虎社区

戒赌治疗期的赌徒

戒赌治疗期的赌徒

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IP属地：北京

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戒赌治疗期的赌徒

09-03

这还用选吗？没微信怎么活？

戒赌治疗期的赌徒

2023-10-31

70%新客引流很厉害了

B站与京东深度合作“京火计划” 双11期间上线

戒赌治疗期的赌徒

2023-08-17

$小鹏汽车-W(09868)$

戒赌治疗期的赌徒

2023-08-17

$哔哩哔哩-W(09626)$

戒赌治疗期的赌徒

2023-01-06

未来会验证这次换手的优劣的，我认为是错误的

为什么段永平卖腾讯买苹果？

戒赌治疗期的赌徒

2023-01-03

$腾讯控股(00700)$

戒赌治疗期的赌徒

2022-12-16

相信贾会计，不如相信世界上有鬼。

抱歉，原内容已删除

戒赌治疗期的赌徒

2022-08-05

新东方27的价格是10合1之后的，折合老段2元行权价为2.7元，并没有很稳。专业点吧大哥

减仓苹果、拼多多，年内四次抄底腾讯，“中国巴菲特”段永平的手又痒了

戒赌治疗期的赌徒

2022-06-24

在3层跳楼都死不了吧？

蔚来回应汽车坠楼事件：意外事故，与车辆本身没有关系

戒赌治疗期的赌徒

2022-06-21

鄂，直接打脸呀，已经盈利转正了是吗？

抱歉，原内容已删除

戒赌治疗期的赌徒

2022-06-21

一个靠低价牺牲质量的网站能有多好，眼见它起高楼而已。是的，我就是在说拼多多。我在用，也被坑，图的无非就是有些不重要的东西价格便宜，所以想盈利转正，我认为没机会。

抱歉，原内容已删除

戒赌治疗期的赌徒

2021-12-07

坚持在纯地板啊

哔哩哔哩被美国资本集团减持，涉资约2.26亿港元

戒赌治疗期的赌徒

2021-11-18

$哔哩哔哩(BILI)$在心里骂了无数次街，你不是有200多亿现金吗？太坑了

戒赌治疗期的赌徒

2021-09-08

你不懂B站，B站是未来！认真的体会吧

抱歉，原内容已删除

戒赌治疗期的赌徒

2021-09-01

做广告呢？什么玩意

B站的「极简主义」视频，正变成新型流量密码？

戒赌治疗期的赌徒

2021-07-23

$数码视讯(300079)$臭腰鼓，大盘涨你就跌，大盘跌了你涨，蛇精病吗？不能情绪稳定点吗？

戒赌治疗期的赌徒

2021-07-15

$AMC院线(AMC)$我承认我怂了，先跑为敬，猿类加油！

戒赌治疗期的赌徒

2021-07-14

为什么不是从中看到b站的影响力呢？

哔哩哔哩深夜崩了冲上热搜？为啥视频网站崩了会有这么大的影响？

戒赌治疗期的赌徒

2021-06-01

单挑打不过了就组团呗，然并卵

抱歉，原内容已删除

戒赌治疗期的赌徒

2021-05-27

$游戏驿站(GME)$能不能努努力先连涨10天

去老虎APP查看更多动态

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}\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\">\nB站与京东深度合作“京火计划” 双11期间上线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-30 13:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2023-10-30/doc-imzsweuq3995457.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 10月30日中午消息，在“双11”大促期间，哔哩哔哩（以下简称“B站”）与京东联盟深度合作共建的“京火计划”正式上线。这也是继去年B站与淘宝联盟推出“星火计划”后的又一数据生态共建项目。　　B站方面称，该计划将进一步完善B站种草体系，助力品牌实现营销链路分析，更好地衡量种草价值。品牌在B站通过种草视频引流至京东，在获得即时转化的同时，可依靠多维度的后链路数据指标，验证种草效果。另一方面...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2023-10-30/doc-imzsweuq3995457.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","BK4504":"桥水持仓","JD":"京东","09618":"京东集团-SW","BK1591":"就地过年概念","LU0052750758.USD":"富兰克林中国基金A Acc","09626":"哔哩哔哩-W","LU0359201612.USD":"贝莱德中国基金A2","LU0594300419.USD":"富达中国消费基金A","BK1608":"元宇宙概念","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1575":"同股不同权","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) 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10月30日中午消息，在“双11”大促期间，哔哩哔哩（以下简称“B站”）与京东联盟深度合作共建的“京火计划”正式上线。这也是继去年B站与淘宝联盟推出“星火计划”后的又一数据生态共建项目。　　B站方面称，该计划将进一步完善B站种草体系，助力品牌实现营销链路分析，更好地衡量种草价值。品牌在B站通过种草视频引流至京东，在获得即时转化的同时，可依靠多维度的后链路数据指标，验证种草效果。另一方面，品牌在投后所获得的人群资产，也将帮助品牌实现更精准的人群沉淀和再营销，提升后续的种草效率。　　在电商业务上，B站目前坚持“大开环”战略，即将流量导向电商平台，为电商平台和消费品品牌带来更多增量用户。“星火计划”数据显示，从B站引导至淘宝店铺的新客占比达70%。同时今年第二季度数据显示，B站电商行业的广告收入同比增长超140%。基于“大开环”战略，今年双11期间B站与阿里巴巴、京东、拼多多三家头部电商平台，都针对性地进行了深度合作。责任编辑：杨赐","news_type":1},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209876346786024,"gmtCreate":1692247130985,"gmtModify":1692247131688,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$小鹏汽车-W(09868)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209876346786024","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209876512759984,"gmtCreate":1692247072627,"gmtModify":1692247074328,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209876512759984","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628144852,"gmtCreate":1672990946576,"gmtModify":1672990948998,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"未来会验证这次换手的优劣的，我认为是错误的","listText":"未来会验证这次换手的优劣的，我认为是错误的","text":"未来会验证这次换手的优劣的，我认为是错误的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628144852","repostId":"1149983765","repostType":2,"repost":{"id":"1149983765","kind":"news","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1672917851,"share":"https://www.laohu8.com/m/news/1149983765?lang=&edition=full","pubTime":"2023-01-05 19:24","market":"us","language":"zh","title":"为什么段永平卖腾讯买苹果？","url":"https://stock-news.laohu8.com/highlight/detail?id=1149983765","media":"丫丫港股圈","summary":"1月4日，去年屡次抄底腾讯ADR的段永平发文称，“换了一些Brk/B（伯克希尔-B）到苹果，美股的腾讯也基本全部换到苹果了，港股的还没动。”先复盘段永平这轮买腾讯的操作，最后赚钱了吗？段永平在去年2月","content":"<html><head></head><body><p>1月4日，去年屡次抄底腾讯ADR的段永平发文称，“换了一些Brk/B（伯克希尔-B）到苹果，美股的腾讯也基本全部换到苹果了，港股的还没动。”</p><p><img src=\"https://static.tigerbbs.com/f52773efa9735b21b5be2a4d30f7cf76\" tg-width=\"661\" tg-height=\"291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>先复盘段永平这轮买腾讯的操作，最后赚钱了吗？</b></p><p>段永平在去年2月28日（收盘价50元）开始买入腾讯，在首次买入的半个月后，中概股就遇上单日最大跌幅的3月15日（收盘价37元），腾讯股价当日大跌10%，段永平选择卖出部分伯克希尔-B买入腾讯。</p><p><b>值得注意的是，在段永平第二次买入后，腾讯就遇上最难的3-4月份，这也是疫情影响经济最严重的两个月，腾讯开启新一轮下跌。段永平在4月14日和4月22日买入腾讯ADR。</b></p><p><b>8月1日，在腾讯港股跌穿300元大关时，段永平再次买入腾讯ADR。</b></p><p><b>在段永平这次买入后，就遇上南非报业减持腾讯，且腾讯发布Q3财报的前一个月内，腾讯不得进行回购，这使得腾讯股价一路承压，腾讯港股一度跌至188元，ADR跌至23元。</b></p><p><b>在这轮被大股东抛售影响的下跌中，段永平在10月13日和10月25日再度买入腾讯。最后，段永平在1月4日选择卖出腾讯。</b></p><p><b>自11月开始，南非报业宣布已停止减持，腾讯每日回购恢复，这让腾讯ADR从底部24元涨至45元，涨幅达60%。</b></p><p><b>假设段永平每次买入都是平均仓位，那这轮买腾讯的操作下来，是有赚到钱的。</b></p><p>在段永平这轮买入到最后获利离场的过程中，有越来越多投资者对段永平抄底有质疑。尤其是段永平在8月时表示，腾讯仅占自己仓位的1%不到时，想抄大佬作业却被套的人，感到有些愤怒了，认为段永平水平不行。</p><p><img src=\"https://static.tigerbbs.com/39f00485b12fe3d42020c5e8211bf309\" tg-width=\"664\" tg-height=\"379\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>有种说法是，自段永平开始“抄底”买入后，腾讯一路就从400元狂跌至188元，段永平抄底抄出个腰斩，只是大佬有无限子弹抄底而已，跟普通投资者没什么区别，大佬只是韭菜一个？</p><p>实际上，段永平每次买入都没说自己下的很重手，每次买入都说的是买了“点”腾讯。</p><p>而众多媒体在段永平每次买入后，就将标题说成“段永平抄底腾讯”，这的确会让部分人曲解意思，一两次标题说抄底就算了，媒体一年说段永平抄底6次，这是容易让人误解。</p><p>在去年8月时，段永平表示不敢重手买腾讯也是有原因的，他认为腾讯的确定性比苹果小不少，这也是腾讯在大跌过程中下不了大决心多买的原因。若是苹果跌下来，那完全不用下决心就能下单买入。</p><p>但段永平强调称，腾讯对他而言依旧是非卖品，找到一个商业模式好的公司并不容易，预计几年内还会有机会进一步加仓腾讯的，目前确实还是有些事情没想清楚。</p><p><b>至于是什么没想清楚，段永平曾表示，他总是觉得对于腾讯的未来现金流方面懂得不够透彻，所以下不了重手。</b></p><p><img src=\"https://static.tigerbbs.com/f7c191b6256ae6aa7f3c2e4860856ba3\" tg-width=\"664\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>可以从段永平另一次与网友的对话中找出他认为腾讯和苹果的区别。</b></p><p><b>在去年10月，段永平表示，苹果不是那些一次一次声明要回购的公司。苹果的回购政策非常简单，就是维持公司现金中性（就是留够足够运转的钱），余钱全部用于回购和分红。</b></p><p><b>有网友称，这点是苹果的好，也是腾讯的缺点，腾讯喜欢乱投资。</b></p><p><b>段永平回复网友称，我不敢说腾讯是乱投资，但腾讯确实有很多财务投资是我很难理解的。我能接受战略投资，但财务投资为什么不能让股东们自己去决定呢？（就是把钱还给股东或回购股票的意思）。</b></p><p><b>从这对话中能看出，段永平的确对腾讯很多投资是难以理解，腾讯做不到大额分红或大额回购股票，这是与苹果不同的一点。</b></p><p><img src=\"https://static.tigerbbs.com/572cd0ba0f9ef1759fd0357f1f46be9a\" tg-width=\"681\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在近期苹果股价下跌的情况下，有投资者问道会买苹果吗？段永平表示，已卖出伯克希尔和腾讯加仓苹果，并称“只能说比较起我对别的公司而言，我更懂苹果”。</p><p><img src=\"https://static.tigerbbs.com/509bf35333f1ef14a94244fcba95759f\" tg-width=\"672\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>段永平希望苹果在这个价位或以下能持续一年或以上，这样苹果的回购就会更有效率。</p><p>段永平回复网友称，最重要的是能认为苹果能持续赚钱，只要这点是确认的，价格越低越好，苹果的商业模式和企业文化决定了大概率苹果会继续非常赚钱的。</p><p><img src=\"https://static.tigerbbs.com/76109cc5ef00f7fff2944aa37901c38c\" tg-width=\"675\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>此前段永平曾表示腾讯是非卖品，有网友问道这个问题。段永平回答称，“从机会成本的角度衡量，以目前苹果的价钱，我更愿意拿着苹果。只要在这个价钱以下，我是可能会慢慢把手里大部分其他股票都换成苹果的。”</p><p><img src=\"https://static.tigerbbs.com/3edb2f81326221d9cfd63ed1dac55e1d\" tg-width=\"673\" tg-height=\"458\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>结语</b></p><p>这说明苹果已到段永平认为很低的位置，关于苹果砍单和需求减退的传言，我们在昨日的文章中有提到。</p><p>近期苹果因需求不足，减少部分产品的产量让很多投资者对苹果感到担忧。担心苹果与特斯拉一样，在经济衰退预期下，只要需求有下滑的趋势，这会加大投资者在下跌趋势中的恐慌，使股价进一步下跌。</p><p>苹果有能力向供应商压价来保证利润端，这让无议价权的下游会越来越难生存，但苹果能借此优势穿越逆周期。</p><p>至于去年腾讯这笔买卖，段永平最后是赚钱了，腾讯一路腰斩再到两个月大涨60%，过程十分曲折，这也再一次说明，大佬的作业不是那么好抄的。</p><p>新的一年，抄大佬作业的机会又来了。段永平选择买入苹果，巴菲特会不会也在近期加仓呢？</p></body></html>","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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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为什么段永平卖腾讯买苹果？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2023-01-05 19:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月4日，去年屡次抄底腾讯ADR的段永平发文称，“换了一些Brk/B（伯克希尔-B）到苹果，美股的腾讯也基本全部换到苹果了，港股的还没动。”</p><p><img src=\"https://static.tigerbbs.com/f52773efa9735b21b5be2a4d30f7cf76\" tg-width=\"661\" tg-height=\"291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>先复盘段永平这轮买腾讯的操作，最后赚钱了吗？</b></p><p>段永平在去年2月28日（收盘价50元）开始买入腾讯，在首次买入的半个月后，中概股就遇上单日最大跌幅的3月15日（收盘价37元），腾讯股价当日大跌10%，段永平选择卖出部分伯克希尔-B买入腾讯。</p><p><b>值得注意的是，在段永平第二次买入后，腾讯就遇上最难的3-4月份，这也是疫情影响经济最严重的两个月，腾讯开启新一轮下跌。段永平在4月14日和4月22日买入腾讯ADR。</b></p><p><b>8月1日，在腾讯港股跌穿300元大关时，段永平再次买入腾讯ADR。</b></p><p><b>在段永平这次买入后，就遇上南非报业减持腾讯，且腾讯发布Q3财报的前一个月内，腾讯不得进行回购，这使得腾讯股价一路承压，腾讯港股一度跌至188元，ADR跌至23元。</b></p><p><b>在这轮被大股东抛售影响的下跌中，段永平在10月13日和10月25日再度买入腾讯。最后，段永平在1月4日选择卖出腾讯。</b></p><p><b>自11月开始，南非报业宣布已停止减持，腾讯每日回购恢复，这让腾讯ADR从底部24元涨至45元，涨幅达60%。</b></p><p><b>假设段永平每次买入都是平均仓位，那这轮买腾讯的操作下来，是有赚到钱的。</b></p><p>在段永平这轮买入到最后获利离场的过程中，有越来越多投资者对段永平抄底有质疑。尤其是段永平在8月时表示，腾讯仅占自己仓位的1%不到时，想抄大佬作业却被套的人，感到有些愤怒了，认为段永平水平不行。</p><p><img src=\"https://static.tigerbbs.com/39f00485b12fe3d42020c5e8211bf309\" tg-width=\"664\" tg-height=\"379\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>有种说法是，自段永平开始“抄底”买入后，腾讯一路就从400元狂跌至188元，段永平抄底抄出个腰斩，只是大佬有无限子弹抄底而已，跟普通投资者没什么区别，大佬只是韭菜一个？</p><p>实际上，段永平每次买入都没说自己下的很重手，每次买入都说的是买了“点”腾讯。</p><p>而众多媒体在段永平每次买入后，就将标题说成“段永平抄底腾讯”，这的确会让部分人曲解意思，一两次标题说抄底就算了，媒体一年说段永平抄底6次，这是容易让人误解。</p><p>在去年8月时，段永平表示不敢重手买腾讯也是有原因的，他认为腾讯的确定性比苹果小不少，这也是腾讯在大跌过程中下不了大决心多买的原因。若是苹果跌下来，那完全不用下决心就能下单买入。</p><p>但段永平强调称，腾讯对他而言依旧是非卖品，找到一个商业模式好的公司并不容易，预计几年内还会有机会进一步加仓腾讯的，目前确实还是有些事情没想清楚。</p><p><b>至于是什么没想清楚，段永平曾表示，他总是觉得对于腾讯的未来现金流方面懂得不够透彻，所以下不了重手。</b></p><p><img src=\"https://static.tigerbbs.com/f7c191b6256ae6aa7f3c2e4860856ba3\" tg-width=\"664\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>可以从段永平另一次与网友的对话中找出他认为腾讯和苹果的区别。</b></p><p><b>在去年10月，段永平表示，苹果不是那些一次一次声明要回购的公司。苹果的回购政策非常简单，就是维持公司现金中性（就是留够足够运转的钱），余钱全部用于回购和分红。</b></p><p><b>有网友称，这点是苹果的好，也是腾讯的缺点，腾讯喜欢乱投资。</b></p><p><b>段永平回复网友称，我不敢说腾讯是乱投资，但腾讯确实有很多财务投资是我很难理解的。我能接受战略投资，但财务投资为什么不能让股东们自己去决定呢？（就是把钱还给股东或回购股票的意思）。</b></p><p><b>从这对话中能看出，段永平的确对腾讯很多投资是难以理解，腾讯做不到大额分红或大额回购股票，这是与苹果不同的一点。</b></p><p><img src=\"https://static.tigerbbs.com/572cd0ba0f9ef1759fd0357f1f46be9a\" tg-width=\"681\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在近期苹果股价下跌的情况下，有投资者问道会买苹果吗？段永平表示，已卖出伯克希尔和腾讯加仓苹果，并称“只能说比较起我对别的公司而言，我更懂苹果”。</p><p><img src=\"https://static.tigerbbs.com/509bf35333f1ef14a94244fcba95759f\" tg-width=\"672\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>段永平希望苹果在这个价位或以下能持续一年或以上，这样苹果的回购就会更有效率。</p><p>段永平回复网友称，最重要的是能认为苹果能持续赚钱，只要这点是确认的，价格越低越好，苹果的商业模式和企业文化决定了大概率苹果会继续非常赚钱的。</p><p><img src=\"https://static.tigerbbs.com/76109cc5ef00f7fff2944aa37901c38c\" tg-width=\"675\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>此前段永平曾表示腾讯是非卖品，有网友问道这个问题。段永平回答称，“从机会成本的角度衡量，以目前苹果的价钱，我更愿意拿着苹果。只要在这个价钱以下，我是可能会慢慢把手里大部分其他股票都换成苹果的。”</p><p><img src=\"https://static.tigerbbs.com/3edb2f81326221d9cfd63ed1dac55e1d\" tg-width=\"673\" tg-height=\"458\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>结语</b></p><p>这说明苹果已到段永平认为很低的位置，关于苹果砍单和需求减退的传言，我们在昨日的文章中有提到。</p><p>近期苹果因需求不足，减少部分产品的产量让很多投资者对苹果感到担忧。担心苹果与特斯拉一样，在经济衰退预期下，只要需求有下滑的趋势，这会加大投资者在下跌趋势中的恐慌，使股价进一步下跌。</p><p>苹果有能力向供应商压价来保证利润端，这让无议价权的下游会越来越难生存，但苹果能借此优势穿越逆周期。</p><p>至于去年腾讯这笔买卖，段永平最后是赚钱了，腾讯一路腰斩再到两个月大涨60%，过程十分曲折，这也再一次说明，大佬的作业不是那么好抄的。</p><p>新的一年，抄大佬作业的机会又来了。段永平选择买入苹果，巴菲特会不会也在近期加仓呢？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"00700":"腾讯控股","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149983765","content_text":"1月4日，去年屡次抄底腾讯ADR的段永平发文称，“换了一些Brk/B（伯克希尔-B）到苹果，美股的腾讯也基本全部换到苹果了，港股的还没动。”先复盘段永平这轮买腾讯的操作，最后赚钱了吗？段永平在去年2月28日（收盘价50元）开始买入腾讯，在首次买入的半个月后，中概股就遇上单日最大跌幅的3月15日（收盘价37元），腾讯股价当日大跌10%，段永平选择卖出部分伯克希尔-B买入腾讯。值得注意的是，在段永平第二次买入后，腾讯就遇上最难的3-4月份，这也是疫情影响经济最严重的两个月，腾讯开启新一轮下跌。段永平在4月14日和4月22日买入腾讯ADR。8月1日，在腾讯港股跌穿300元大关时，段永平再次买入腾讯ADR。在段永平这次买入后，就遇上南非报业减持腾讯，且腾讯发布Q3财报的前一个月内，腾讯不得进行回购，这使得腾讯股价一路承压，腾讯港股一度跌至188元，ADR跌至23元。在这轮被大股东抛售影响的下跌中，段永平在10月13日和10月25日再度买入腾讯。最后，段永平在1月4日选择卖出腾讯。自11月开始，南非报业宣布已停止减持，腾讯每日回购恢复，这让腾讯ADR从底部24元涨至45元，涨幅达60%。假设段永平每次买入都是平均仓位，那这轮买腾讯的操作下来，是有赚到钱的。在段永平这轮买入到最后获利离场的过程中，有越来越多投资者对段永平抄底有质疑。尤其是段永平在8月时表示，腾讯仅占自己仓位的1%不到时，想抄大佬作业却被套的人，感到有些愤怒了，认为段永平水平不行。有种说法是，自段永平开始“抄底”买入后，腾讯一路就从400元狂跌至188元，段永平抄底抄出个腰斩，只是大佬有无限子弹抄底而已，跟普通投资者没什么区别，大佬只是韭菜一个？实际上，段永平每次买入都没说自己下的很重手，每次买入都说的是买了“点”腾讯。而众多媒体在段永平每次买入后，就将标题说成“段永平抄底腾讯”，这的确会让部分人曲解意思，一两次标题说抄底就算了，媒体一年说段永平抄底6次，这是容易让人误解。在去年8月时，段永平表示不敢重手买腾讯也是有原因的，他认为腾讯的确定性比苹果小不少，这也是腾讯在大跌过程中下不了大决心多买的原因。若是苹果跌下来，那完全不用下决心就能下单买入。但段永平强调称，腾讯对他而言依旧是非卖品，找到一个商业模式好的公司并不容易，预计几年内还会有机会进一步加仓腾讯的，目前确实还是有些事情没想清楚。至于是什么没想清楚，段永平曾表示，他总是觉得对于腾讯的未来现金流方面懂得不够透彻，所以下不了重手。可以从段永平另一次与网友的对话中找出他认为腾讯和苹果的区别。在去年10月，段永平表示，苹果不是那些一次一次声明要回购的公司。苹果的回购政策非常简单，就是维持公司现金中性（就是留够足够运转的钱），余钱全部用于回购和分红。有网友称，这点是苹果的好，也是腾讯的缺点，腾讯喜欢乱投资。段永平回复网友称，我不敢说腾讯是乱投资，但腾讯确实有很多财务投资是我很难理解的。我能接受战略投资，但财务投资为什么不能让股东们自己去决定呢？（就是把钱还给股东或回购股票的意思）。从这对话中能看出，段永平的确对腾讯很多投资是难以理解，腾讯做不到大额分红或大额回购股票，这是与苹果不同的一点。在近期苹果股价下跌的情况下，有投资者问道会买苹果吗？段永平表示，已卖出伯克希尔和腾讯加仓苹果，并称“只能说比较起我对别的公司而言，我更懂苹果”。段永平希望苹果在这个价位或以下能持续一年或以上，这样苹果的回购就会更有效率。段永平回复网友称，最重要的是能认为苹果能持续赚钱，只要这点是确认的，价格越低越好，苹果的商业模式和企业文化决定了大概率苹果会继续非常赚钱的。此前段永平曾表示腾讯是非卖品，有网友问道这个问题。段永平回答称，“从机会成本的角度衡量，以目前苹果的价钱，我更愿意拿着苹果。只要在这个价钱以下，我是可能会慢慢把手里大部分其他股票都换成苹果的。”结语这说明苹果已到段永平认为很低的位置，关于苹果砍单和需求减退的传言，我们在昨日的文章中有提到。近期苹果因需求不足，减少部分产品的产量让很多投资者对苹果感到担忧。担心苹果与特斯拉一样，在经济衰退预期下，只要需求有下滑的趋势，这会加大投资者在下跌趋势中的恐慌，使股价进一步下跌。苹果有能力向供应商压价来保证利润端，这让无议价权的下游会越来越难生存，但苹果能借此优势穿越逆周期。至于去年腾讯这笔买卖，段永平最后是赚钱了，腾讯一路腰斩再到两个月大涨60%，过程十分曲折，这也再一次说明，大佬的作业不是那么好抄的。新的一年，抄大佬作业的机会又来了。段永平选择买入苹果，巴菲特会不会也在近期加仓呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":2225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621773012,"gmtCreate":1672728284436,"gmtModify":1672728285371,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621773012","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623867316,"gmtCreate":1671197826835,"gmtModify":1671197828621,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"相信贾会计，不如相信世界上有鬼。","listText":"相信贾会计，不如相信世界上有鬼。","text":"相信贾会计，不如相信世界上有鬼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/623867316","repostId":"2291744045","repostType":2,"isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685210292,"gmtCreate":1659665461320,"gmtModify":1659665461320,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"新东方27的价格是10合1之后的，折合老段2元行权价为2.7元，并没有很稳。专业点吧大哥","listText":"新东方27的价格是10合1之后的，折合老段2元行权价为2.7元，并没有很稳。专业点吧大哥","text":"新东方27的价格是10合1之后的，折合老段2元行权价为2.7元，并没有很稳。专业点吧大哥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685210292","repostId":"2256992079","repostType":2,"repost":{"id":"2256992079","kind":"news","pubTimestamp":1659534887,"share":"https://www.laohu8.com/m/news/2256992079?lang=&edition=full","pubTime":"2022-08-03 21:54","market":"us","language":"zh","title":"减仓苹果、拼多多，年内四次抄底腾讯，“中国巴菲特”段永平的手又痒了","url":"https://stock-news.laohu8.com/highlight/detail?id=2256992079","media":"时代财经","summary":"公开资料显示，这已经是段永平年内第四次加仓腾讯。与此同时，年内他已经接连卖出Meta、苹果、拼多多以及巴菲特创立的投资公司伯克希尔-哈撒韦。这次出手后，腾讯股价仍一路下行。“中国巴菲特”的换仓逻辑而在加仓腾讯之外，段永平背后的换仓逻辑亦招受市场关注。靠着相似的价值投资理念及卓越的成绩，段永平一度被资本市场认为是“中国巴菲特”。","content":"<html><body><p>本文来源：时代财经 作者：谢斯临 </p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220803s/598/w1920h1078/20220803/9a02-63a72cc347a8993bacf902d47757320f.jpg/w720fin.jpg\"/><span>图片来源：Pixabay</span></div><p>在<a href=\"https://laohu8.com/S/00700\">腾讯</a>股价跌破300港元低点之际，知名投资人段永平选择再度抄底。</p><p>8月1日，段永平通过他在雪球上的账号“大道无形我有型”透露，自己以37.37美元的价格买入了10万股腾讯ADR，折合人民币2529万元。随后，他在回复中表示如果腾讯股价能到30美元以下，还会再多买一些。</p><p>“从大家的心情看，继续跌是有可能的。”</p><p>公开资料显示，这已经是段永平年内第四次加仓腾讯。与此同时，年内他已经接连卖出Meta、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>以及巴菲特创立的投资公司<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦。</p><p>加仓腾讯，钱从哪来？</p><p>早在2月28日，段永平就曾在雪球上表示，“腾讯低过我上次买的价钱了，那明天再买点”。随后，便在评论区晒出自己的下单记录，彼时他以53.50美元的目标价买入10万股腾讯ADR。段永平后续称，计划腾讯每掉10%便加一次仓。</p><p>这次出手后，腾讯股价仍一路下行。3月15日盘中一度跌破38美元。在此时点，段永平果断选择加仓。前一天，段永平曾表示，当周周五将有一批145美元的苹果的put到期，很久以前卖的。这笔钱出来可以考虑放一半在腾讯上。</p><p>put，全称Put Option，意指看跌期权。一位了解美股的投资人士向时代财经解释道，这是指交易对手方付给段永平一定的行权费，从而在约定日期，拥有将苹果股票以约定价格卖给段永平的权力。</p><p>“简单来说，其实就是期权的卖方提供了一个对赌的协议。”</p><p>彼时，苹果股价在160美元左右浮动。交易对手行权可能性极低，除收取权利金外，此前冻结的保证金也将在此时解冻，为段永平购买腾讯提供流动资金。</p><p>不过，还没有等到行权日，腾讯股价就已经跌破他的预期。此时，段永平决定立刻卖出伯克希尔—哈撒韦股票，买入腾讯。</p><p>值得注意的是，3月8日，也就是加仓腾讯的一周前，他曾对外强调腾讯在其投资版图中的占比还非常低，“对我的吸引力还没到让我卖掉任何别的股票去换的地步，但再掉几次说不定我就要认真想想了。”</p><p>因此，段永平果断加仓的动作，无异于表明了在他眼中，当时最低跌破300港元的腾讯，已比伯克希尔—哈撒韦的潜在收益更具有吸引力。4月22日凌晨，段永平又一次表示自己刚以42.71美元买入腾讯ADR，并附上“分红的钱终于花掉了”的感叹。</p><p>“中国巴菲特”的换仓逻辑</p><p>而在加仓腾讯之外，段永平背后的换仓逻辑亦招受市场关注。</p><p>段永平素来被认为是中国最早、最著名的价值投资者之一，也是知名品牌“<a href=\"https://laohu8.com/S/002251\">步步高</a>”的创始人。OPPO创始人陈明永、vivo创始人沈炜、步步高CEO金志江，甚至是拼多多创始人黄峥都曾是他旗下”门徒”。2002年时，段永平曾大举抄底股价跌至仅1美元的<a href=\"https://laohu8.com/S/NTES\">网易</a>，靠此爆赚2亿美元，一战封神。</p><p>2006年时，他曾以62万美元的价格拍下与巴菲特共进午餐的机会，成为第一个与股神共进午餐的中国人。靠着相似的价值投资理念及卓越的成绩，段永平一度被资本市场认为是“中国巴菲特”。而他的一举一动，也因此备受股民关注。</p><p>1月8日，段永平表示，在2022年的第一个交易日，自己已经将手中的FB（即Meta）几乎全部处理掉，仅因税务原因，保留了一小部分。与此同时，他还表示，卖出已到期的苹果170美元put，成交1.7万个，收取权利金约40多万美元。</p><p>到了6月9日，段永平又表示，自己将按60-65美元的价格，在接下来一段时间内卖出一部分拼多多的call（Call Option，看涨期权）。随后，他在评论区内解释到，卖call的意思是，万一被买走就接受，不然就赚点利息钱。</p><p>“没有任何看空的意思，就是手痒了，想赚点小钱”，段永平强调。</p><p>不过，此前段永平曾多次表示，看不懂拼多多的商业模式，也很难想象该公司十年后的样子。暂时不卖的原因仅是因“既然黄峥说三年不卖，我也三年不卖吧”。</p><p>除去上述卖出买入的大动作之外，年初段永平还曾“抄底”了疫苗巨头MRNA；对赌<a href=\"https://laohu8.com/S/EDU\">新东方</a>不会破产，卖出9999张看跌期权，行权期是2023年1月20日，行权费是0.6美元/股，行权价为2美元/股。</p><p>考虑到截至8月2日，新东方收盘价已经达到27.05美元，远超行权价，他又能赚取一笔行权费。</p></body></html>","source":"sina_symbol","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>减仓苹果、拼多多，年内四次抄底腾讯，“中国巴菲特”段永平的手又痒了</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; 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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减仓苹果、拼多多，年内四次抄底腾讯，“中国巴菲特”段永平的手又痒了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 21:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6372873842_17bda5672020015psu.html><strong>时代财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来源：时代财经 作者：谢斯临 图片来源：Pixabay在腾讯股价跌破300港元低点之际，知名投资人段永平选择再度抄底。8月1日，段永平通过他在雪球上的账号“大道无形我有型”透露，自己以37.37美元的价格买入了10万股腾讯ADR，折合人民币2529万元。随后，他在回复中表示如果腾讯股价能到30美元以下，还会再多买一些。“从大家的心情看，继续跌是有可能的。”公开资料显示，这已经是段永平年内第四次...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6372873842_17bda5672020015psu.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","00700":"腾讯控股","BK4504":"桥水持仓","BK1591":"就地过年概念","BK4548":"巴美列捷福持仓","BRK.B":"伯克希尔B","BK4170":"电脑硬件、储存设备及电脑周边","BK4176":"多领域控股","BRK.A":"伯克希尔","PDD":"拼多多","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK1517":"云办公","BK1608":"元宇宙概念","BK1531":"手游股","BK4515":"5G概念","BK1502":"双十一","BK1516":"腾讯概念","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","TCEHY":"腾讯控股ADR","BK1589":"北水核心资产","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4575":"芯片概念","BK4558":"双十一","BK4509":"腾讯概念","BK4566":"资本集团","BK1526":"科网股","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4574":"无人驾驶","AAPL":"苹果","BK4573":"虚拟现实","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1095":"互动媒体与服务","BK1586":"云计算","BK4581":"高盛持仓"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6372873842_17bda5672020015psu.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256992079","content_text":"本文来源：时代财经 作者：谢斯临 图片来源：Pixabay在腾讯股价跌破300港元低点之际，知名投资人段永平选择再度抄底。8月1日，段永平通过他在雪球上的账号“大道无形我有型”透露，自己以37.37美元的价格买入了10万股腾讯ADR，折合人民币2529万元。随后，他在回复中表示如果腾讯股价能到30美元以下，还会再多买一些。“从大家的心情看，继续跌是有可能的。”公开资料显示，这已经是段永平年内第四次加仓腾讯。与此同时，年内他已经接连卖出Meta、苹果、拼多多以及巴菲特创立的投资公司伯克希尔-哈撒韦。加仓腾讯，钱从哪来？早在2月28日，段永平就曾在雪球上表示，“腾讯低过我上次买的价钱了，那明天再买点”。随后，便在评论区晒出自己的下单记录，彼时他以53.50美元的目标价买入10万股腾讯ADR。段永平后续称，计划腾讯每掉10%便加一次仓。这次出手后，腾讯股价仍一路下行。3月15日盘中一度跌破38美元。在此时点，段永平果断选择加仓。前一天，段永平曾表示，当周周五将有一批145美元的苹果的put到期，很久以前卖的。这笔钱出来可以考虑放一半在腾讯上。put，全称Put Option，意指看跌期权。一位了解美股的投资人士向时代财经解释道，这是指交易对手方付给段永平一定的行权费，从而在约定日期，拥有将苹果股票以约定价格卖给段永平的权力。“简单来说，其实就是期权的卖方提供了一个对赌的协议。”彼时，苹果股价在160美元左右浮动。交易对手行权可能性极低，除收取权利金外，此前冻结的保证金也将在此时解冻，为段永平购买腾讯提供流动资金。不过，还没有等到行权日，腾讯股价就已经跌破他的预期。此时，段永平决定立刻卖出伯克希尔—哈撒韦股票，买入腾讯。值得注意的是，3月8日，也就是加仓腾讯的一周前，他曾对外强调腾讯在其投资版图中的占比还非常低，“对我的吸引力还没到让我卖掉任何别的股票去换的地步，但再掉几次说不定我就要认真想想了。”因此，段永平果断加仓的动作，无异于表明了在他眼中，当时最低跌破300港元的腾讯，已比伯克希尔—哈撒韦的潜在收益更具有吸引力。4月22日凌晨，段永平又一次表示自己刚以42.71美元买入腾讯ADR，并附上“分红的钱终于花掉了”的感叹。“中国巴菲特”的换仓逻辑而在加仓腾讯之外，段永平背后的换仓逻辑亦招受市场关注。段永平素来被认为是中国最早、最著名的价值投资者之一，也是知名品牌“步步高”的创始人。OPPO创始人陈明永、vivo创始人沈炜、步步高CEO金志江，甚至是拼多多创始人黄峥都曾是他旗下”门徒”。2002年时，段永平曾大举抄底股价跌至仅1美元的网易，靠此爆赚2亿美元，一战封神。2006年时，他曾以62万美元的价格拍下与巴菲特共进午餐的机会，成为第一个与股神共进午餐的中国人。靠着相似的价值投资理念及卓越的成绩，段永平一度被资本市场认为是“中国巴菲特”。而他的一举一动，也因此备受股民关注。1月8日，段永平表示，在2022年的第一个交易日，自己已经将手中的FB（即Meta）几乎全部处理掉，仅因税务原因，保留了一小部分。与此同时，他还表示，卖出已到期的苹果170美元put，成交1.7万个，收取权利金约40多万美元。到了6月9日，段永平又表示，自己将按60-65美元的价格，在接下来一段时间内卖出一部分拼多多的call（Call Option，看涨期权）。随后，他在评论区内解释到，卖call的意思是，万一被买走就接受，不然就赚点利息钱。“没有任何看空的意思，就是手痒了，想赚点小钱”，段永平强调。不过，此前段永平曾多次表示，看不懂拼多多的商业模式，也很难想象该公司十年后的样子。暂时不卖的原因仅是因“既然黄峥说三年不卖，我也三年不卖吧”。除去上述卖出买入的大动作之外，年初段永平还曾“抄底”了疫苗巨头MRNA；对赌新东方不会破产，卖出9999张看跌期权，行权期是2023年1月20日，行权费是0.6美元/股，行权价为2美元/股。考虑到截至8月2日，新东方收盘价已经达到27.05美元，远超行权价，他又能赚取一笔行权费。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683384459,"gmtCreate":1656002766575,"gmtModify":1704863858953,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"在3层跳楼都死不了吧？","listText":"在3层跳楼都死不了吧？","text":"在3层跳楼都死不了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/683384459","repostId":"1183629038","repostType":4,"repost":{"id":"1183629038","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655987770,"share":"https://www.laohu8.com/m/news/1183629038?lang=&edition=full","pubTime":"2022-06-23 20:36","market":"hk","language":"zh","title":"蔚来回应汽车坠楼事件：意外事故，与车辆本身没有关系","url":"https://stock-news.laohu8.com/highlight/detail?id=1183629038","media":"老虎资讯综合","summary":"6月23日，蔚来官微消息，6月22日17时20分左右，一辆蔚来测试车辆从上海创新港停车楼三层坠落，造成两名数字座舱测试人员罹难，其中一名为公司同事，另一名为合作伙伴员工。我们对这次意外非常痛心，对罹难","content":"<html><head></head><body><p>6月23日，蔚来官微消息，6月22日17时20分左右，一辆蔚来测试车辆从上海创新港停车楼三层坠落，造成两名数字座舱测试人员罹难，其中一名为公司同事，另一名为合作伙伴员工。我们对这次意外非常痛心，对罹难的同事和合作伙伴员工表示深切哀悼。公司已经成立专门的小组，帮助家属处理善后事宜。</p><p>事故发生后，公司第一时间协同公安部门启动了事故原因调查分析程序。根据对现场情况的分析可以初步确认，这是一起意外事故，与车辆本身没有关系。</p><p><img src=\"https://static.tigerbbs.com/43b7e6808c424c0593e14d7b366b8daa\" tg-width=\"923\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/></p></body></html>","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\" 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20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月23日，蔚来官微消息，6月22日17时20分左右，一辆蔚来测试车辆从上海创新港停车楼三层坠落，造成两名数字座舱测试人员罹难，其中一名为公司同事，另一名为合作伙伴员工。我们对这次意外非常痛心，对罹难的同事和合作伙伴员工表示深切哀悼。公司已经成立专门的小组，帮助家属处理善后事宜。</p><p>事故发生后，公司第一时间协同公安部门启动了事故原因调查分析程序。根据对现场情况的分析可以初步确认，这是一起意外事故，与车辆本身没有关系。</p><p><img src=\"https://static.tigerbbs.com/43b7e6808c424c0593e14d7b366b8daa\" tg-width=\"923\" tg-height=\"376\" 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>在心里骂了无数次街，你不是有200多亿现金吗？太坑了","listText":"<a 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23:29","market":"hk","language":"zh","title":"B站的「极简主义」视频，正变成新型流量密码？","url":"https://stock-news.laohu8.com/highlight/detail?id=2164531865","media":"差评","summary":"作为一名 B 站科技区的常驻民，小二经常看一些科技大佬改造他们的工作间。但大多数科技区的 up 主，经过一系列复杂的改造之后，最后却一致地回归到同一种状态——极简主义。B站up主的极简主义桌面▼小二最近淘到的一款成者无线充鼠标垫，将无线充电底座和鼠标垫相结合，科技与极简美学再一次相交。从复杂回归简单，大家都能将生活一步步变成我们理想的样子。","content":"<html><body><div>\n<p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>作为一名 B 站科技区的常驻民，小二经常看一些科技大佬改造他们的工作间。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>但大多数科技区的 up 主，经过一系列复杂的改造之后，最后却一致地回归到同一种状态——极简主义。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>可能是受到乔布斯科技美学的理念影响，往往越简单的东西，看着就是越高级的。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><em><strong>B站up主的极简主义桌面▼</strong></em></span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>小二最近淘到的一款成者无线充鼠标垫，将无线充电底座和鼠标垫相结合，科技与极简美学再一次相交。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我选择它的理由，不仅是它拥有 15W 的无线快充，而且摩擦力也非常舒服，两者都做到了非常高的标准。</span></p><p><span><strong><span>抢货快捷通道</span></strong></span></p><p>复制下方淘口令，</p><p><span>打开淘宝即可领优惠券——</span></p><p><span>20元优惠券：</span></p><p>4 hi:/£II6sXMCvoGh🔐<span></span></p><p>购买链接：</p><p><strong><span>8.0 hi:/！ePUWXnvBhH7！</span></strong></p><p><img src=\"https://static.tigerbbs.com/2c13b522edbd455eaae1234a4c738db9\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>这个无线充鼠标垫，让我想到乔布斯说的：创造力，就是把不同事情连接起来。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>「当你问有创意的人，他们是怎么把事情做出来的？」</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span></span><span>他们会有一点负罪感，因为他们并没有真正创造，他们只是看到一个东西，</span><span>然后</span><span>把自己的各种经历连接在一起，组合成新的东西。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><em><strong>乔布斯首次将艺术字加入麦金塔▼</strong></em></span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/820e5fcdc0ad40b688c80d95e16d9426\"/></p><p><strong><span>这个无线充鼠标垫，可以让你的桌面减少一个物品</span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">。</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>无线充电的好处咱就不用说了，插拔很方便，即放即充，但多一个设备就意味着桌面更杂乱了一些。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>有了成者无线充鼠标垫，小二在公司就没用过充电线，只要能无线充的设备，都靠它了。</span><strong><span></span></strong><span></span></p><p><img src=\"https://static.tigerbbs.com/7460c8b687554a23a36f04382cadf5fd\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>它拥有 15W 无线快充，充电速度快赶上有线充了。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>如果你是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>用户，并且还在用可怜的 5V1A 充电，小二劝你马上用这个鼠标垫充电，它最高可达到 10W 。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>而华为等安卓用户，则可以达到满额的 15W 快充，上班手机放在上面，不一会儿电就自动充满了，省事又省心</span><span>。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>只要你的设备支持 Qi 无线充电，它都能充！</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>像是带无线充的 AirPods 、无线充鼠标，它都能直接给它们充电，完全不用担心找不到无线充电器。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>反正有了它之后，小二所有的可无线充设备，都会随手放在这个上面充。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>要知道，光是一个 15W 的无线充电器，在淘宝上就要卖到好几百元。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>更何况，它将无线充电板与鼠标垫相结合，既节约了空间，又提升了桌面的美观性。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>如果你也想改造一下自己的桌面，这个无线充鼠标垫绝对是不错的单品！</span></p><p><img src=\"https://static.tigerbbs.com/e33b49091fa24223af0421ecbfa13c89\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>小二喜欢它的第二个原因是，它的颜值很高！</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>简约的风格设计，没有花里胡哨的图案，和极简风格的桌面十分搭配。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>蓝和灰两种配色，属于大部分都会喜欢的颜色，与金属银也特别般配！</span></strong><span></span></p><p><img src=\"https://static.tigerbbs.com/de6427931ab94cda9f8ccb5f0bc6009f\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>如果觉得单调，它还附赠了一个红色的小圆圈。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>不仅是点缀，它还是充电辅助装置，可以帮助我们快速找准充电的位置。</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>测量过你的手机最佳充电位置后，贴上这个红色小圈，以后每次都能轻松地放在最佳位置上，亲测好用！</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>当然作为一块鼠标垫，它的本职表现也非常棒。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>338mm*218mm 的尺寸，和 Macbook 的大小差不多，不论是在家或办公室使用，还是出差使用，大小都刚刚好够用。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>表面采用的是耐磨防滑材质，再加上<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>纹路设计，操作起来非常地舒服。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>自从用了这个鼠标垫，小二的生活也变得简单了许多。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>极简生活，就是用最少的物品，过最幸福的生活，我想这可能就是乔布斯所想表达的理念吧。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>从复杂回归简单，大家都能将生活一步步变成我们理想的样子。</span></p><p><span><strong><span>抢货快捷通道</span></strong></span></p><p>复制下方淘口令，</p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>打开淘宝即可领优惠券——</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>20元优惠券：</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">4 hi:/£II6sXMCvoGh🔐</p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">购买链接：</p><p><strong><span><strong arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>8.0 hi:/！ePUWXnvBhH7！</span></strong></span></strong></p><p><img src=\"https://static.tigerbbs.com/e1ba734720c2433da4092f0928cff245\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><em><strong>长按下图即可购买▼</strong></em></span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ee3ec80ab49e47e38b1be1b11877c631\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong>“一起吃吃喝喝鸭~”</strong></span><strong arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/dfce1326912141c590f8205b3f0e0370\"/></strong></p>\n</div></body></html>","source":"weixin_highlight","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>B站的「极简主义」视频，正变成新型流量密码？</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{ 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}\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\">\nB站的「极简主义」视频，正变成新型流量密码？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/51\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e78a24fbaddf4277b2db99987f943b42);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">差评 </p>\n<p class=\"h-time\">2021-08-31 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>作为一名 B 站科技区的常驻民，小二经常看一些科技大佬改造他们的工作间。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>但大多数科技区的 up 主，经过一系列复杂的改造之后，最后却一致地回归到同一种状态——极简主义。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>可能是受到乔布斯科技美学的理念影响，往往越简单的东西，看着就是越高级的。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><em><strong>B站up主的极简主义桌面▼</strong></em></span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>小二最近淘到的一款成者无线充鼠标垫，将无线充电底座和鼠标垫相结合，科技与极简美学再一次相交。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>我选择它的理由，不仅是它拥有 15W 的无线快充，而且摩擦力也非常舒服，两者都做到了非常高的标准。</span></p><p><span><strong><span>抢货快捷通道</span></strong></span></p><p>复制下方淘口令，</p><p><span>打开淘宝即可领优惠券——</span></p><p><span>20元优惠券：</span></p><p>4 hi:/£II6sXMCvoGh🔐<span></span></p><p>购买链接：</p><p><strong><span>8.0 hi:/！ePUWXnvBhH7！</span></strong></p><p><img src=\"https://static.tigerbbs.com/2c13b522edbd455eaae1234a4c738db9\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>这个无线充鼠标垫，让我想到乔布斯说的：创造力，就是把不同事情连接起来。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>「当你问有创意的人，他们是怎么把事情做出来的？」</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span></span><span>他们会有一点负罪感，因为他们并没有真正创造，他们只是看到一个东西，</span><span>然后</span><span>把自己的各种经历连接在一起，组合成新的东西。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><em><strong>乔布斯首次将艺术字加入麦金塔▼</strong></em></span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/820e5fcdc0ad40b688c80d95e16d9426\"/></p><p><strong><span>这个无线充鼠标垫，可以让你的桌面减少一个物品</span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">。</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>无线充电的好处咱就不用说了，插拔很方便，即放即充，但多一个设备就意味着桌面更杂乱了一些。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>有了成者无线充鼠标垫，小二在公司就没用过充电线，只要能无线充的设备，都靠它了。</span><strong><span></span></strong><span></span></p><p><img src=\"https://static.tigerbbs.com/7460c8b687554a23a36f04382cadf5fd\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>它拥有 15W 无线快充，充电速度快赶上有线充了。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>如果你是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>用户，并且还在用可怜的 5V1A 充电，小二劝你马上用这个鼠标垫充电，它最高可达到 10W 。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>而华为等安卓用户，则可以达到满额的 15W 快充，上班手机放在上面，不一会儿电就自动充满了，省事又省心</span><span>。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>只要你的设备支持 Qi 无线充电，它都能充！</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>像是带无线充的 AirPods 、无线充鼠标，它都能直接给它们充电，完全不用担心找不到无线充电器。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>反正有了它之后，小二所有的可无线充设备，都会随手放在这个上面充。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>要知道，光是一个 15W 的无线充电器，在淘宝上就要卖到好几百元。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>更何况，它将无线充电板与鼠标垫相结合，既节约了空间，又提升了桌面的美观性。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>如果你也想改造一下自己的桌面，这个无线充鼠标垫绝对是不错的单品！</span></p><p><img src=\"https://static.tigerbbs.com/e33b49091fa24223af0421ecbfa13c89\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>小二喜欢它的第二个原因是，它的颜值很高！</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>简约的风格设计，没有花里胡哨的图案，和极简风格的桌面十分搭配。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>蓝和灰两种配色，属于大部分都会喜欢的颜色，与金属银也特别般配！</span></strong><span></span></p><p><img src=\"https://static.tigerbbs.com/de6427931ab94cda9f8ccb5f0bc6009f\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>如果觉得单调，它还附赠了一个红色的小圆圈。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>不仅是点缀，它还是充电辅助装置，可以帮助我们快速找准充电的位置。</span></strong></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>测量过你的手机最佳充电位置后，贴上这个红色小圈，以后每次都能轻松地放在最佳位置上，亲测好用！</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>当然作为一块鼠标垫，它的本职表现也非常棒。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>338mm*218mm 的尺寸，和 Macbook 的大小差不多，不论是在家或办公室使用，还是出差使用，大小都刚刚好够用。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>表面采用的是耐磨防滑材质，再加上<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>纹路设计，操作起来非常地舒服。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>自从用了这个鼠标垫，小二的生活也变得简单了许多。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span>极简生活，就是用最少的物品，过最幸福的生活，我想这可能就是乔布斯所想表达的理念吧。</span></strong><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>从复杂回归简单，大家都能将生活一步步变成我们理想的样子。</span></p><p><span><strong><span>抢货快捷通道</span></strong></span></p><p>复制下方淘口令，</p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>打开淘宝即可领优惠券——</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>20元优惠券：</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">4 hi:/£II6sXMCvoGh🔐</p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">购买链接：</p><p><strong><span><strong arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>8.0 hi:/！ePUWXnvBhH7！</span></strong></span></strong></p><p><img src=\"https://static.tigerbbs.com/e1ba734720c2433da4092f0928cff245\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><em><strong>长按下图即可购买▼</strong></em></span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ee3ec80ab49e47e38b1be1b11877c631\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong>“一起吃吃喝喝鸭~”</strong></span><strong arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/dfce1326912141c590f8205b3f0e0370\"/></strong></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dfca12a1e9d541cb46bc6ec6361a60a","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5NDc1NzQ4MA==&mid=2653808747&idx=4&sn=968922ade5984ff235c7f2cda5cba431&chksm=8b90ff6cbce7767a01bb78cff104a594a8fa0c1acc5c99dc36606fe8f6f9cad99bf20ba95808#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2164531865","content_text":"作为一名 B 站科技区的常驻民，小二经常看一些科技大佬改造他们的工作间。但大多数科技区的 up 主，经过一系列复杂的改造之后，最后却一致地回归到同一种状态——极简主义。可能是受到乔布斯科技美学的理念影响，往往越简单的东西，看着就是越高级的。B站up主的极简主义桌面▼小二最近淘到的一款成者无线充鼠标垫，将无线充电底座和鼠标垫相结合，科技与极简美学再一次相交。我选择它的理由，不仅是它拥有 15W 的无线快充，而且摩擦力也非常舒服，两者都做到了非常高的标准。抢货快捷通道复制下方淘口令，打开淘宝即可领优惠券——20元优惠券：4 hi:/£II6sXMCvoGh🔐购买链接：8.0 hi:/！ePUWXnvBhH7！这个无线充鼠标垫，让我想到乔布斯说的：创造力，就是把不同事情连接起来。「当你问有创意的人，他们是怎么把事情做出来的？」他们会有一点负罪感，因为他们并没有真正创造，他们只是看到一个东西，然后把自己的各种经历连接在一起，组合成新的东西。乔布斯首次将艺术字加入麦金塔▼这个无线充鼠标垫，可以让你的桌面减少一个物品。无线充电的好处咱就不用说了，插拔很方便，即放即充，但多一个设备就意味着桌面更杂乱了一些。有了成者无线充鼠标垫，小二在公司就没用过充电线，只要能无线充的设备，都靠它了。它拥有 15W 无线快充，充电速度快赶上有线充了。如果你是苹果用户，并且还在用可怜的 5V1A 充电，小二劝你马上用这个鼠标垫充电，它最高可达到 10W 。而华为等安卓用户，则可以达到满额的 15W 快充，上班手机放在上面，不一会儿电就自动充满了，省事又省心。只要你的设备支持 Qi 无线充电，它都能充！像是带无线充的 AirPods 、无线充鼠标，它都能直接给它们充电，完全不用担心找不到无线充电器。反正有了它之后，小二所有的可无线充设备，都会随手放在这个上面充。要知道，光是一个 15W 的无线充电器，在淘宝上就要卖到好几百元。更何况，它将无线充电板与鼠标垫相结合，既节约了空间，又提升了桌面的美观性。如果你也想改造一下自己的桌面，这个无线充鼠标垫绝对是不错的单品！小二喜欢它的第二个原因是，它的颜值很高！简约的风格设计，没有花里胡哨的图案，和极简风格的桌面十分搭配。蓝和灰两种配色，属于大部分都会喜欢的颜色，与金属银也特别般配！如果觉得单调，它还附赠了一个红色的小圆圈。不仅是点缀，它还是充电辅助装置，可以帮助我们快速找准充电的位置。测量过你的手机最佳充电位置后，贴上这个红色小圈，以后每次都能轻松地放在最佳位置上，亲测好用！当然作为一块鼠标垫，它的本职表现也非常棒。338mm*218mm 的尺寸，和 Macbook 的大小差不多，不论是在家或办公室使用，还是出差使用，大小都刚刚好够用。表面采用的是耐磨防滑材质，再加上荔枝纹路设计，操作起来非常地舒服。自从用了这个鼠标垫，小二的生活也变得简单了许多。极简生活，就是用最少的物品，过最幸福的生活，我想这可能就是乔布斯所想表达的理念吧。从复杂回归简单，大家都能将生活一步步变成我们理想的样子。抢货快捷通道复制下方淘口令，打开淘宝即可领优惠券——20元优惠券：4 hi:/£II6sXMCvoGh🔐购买链接：8.0 hi:/！ePUWXnvBhH7！长按下图即可购买▼“一起吃吃喝喝鸭~”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175339932,"gmtCreate":1627005937426,"gmtModify":1627005937426,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/300079\">$数码视讯(300079)$</a>臭腰鼓，大盘涨你就跌，大盘跌了你涨，蛇精病吗？不能情绪稳定点吗？","listText":"<a href=\"https://laohu8.com/S/300079\">$数码视讯(300079)$</a>臭腰鼓，大盘涨你就跌，大盘跌了你涨，蛇精病吗？不能情绪稳定点吗？","text":"$数码视讯(300079)$臭腰鼓，大盘涨你就跌，大盘跌了你涨，蛇精病吗？不能情绪稳定点吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175339932","isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144628591,"gmtCreate":1626282279613,"gmtModify":1626282279613,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>我承认我怂了，先跑为敬，猿类加油！","listText":"<a 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src=\"http://inews.gtimg.com/newsapp_match/0/13762869970/0\"/><p>首先，我们要明白，对于一家互联网公司来说，出现宕机崩溃的现象其实并不是特别罕见的事情，因为只要短时间内访问量过大或者说超出了服务器的负载就很有容易出现类似现象，所以这件事情在互联网世界其实并不是一个特别特殊的现象，也不是特别值得关注的话题。但是这件事情出现在哔喱哔喱身上，就显得格外令人注意，这是因为哔喱哔喱当前已经成为了中国年轻人，特别是Z时代年轻人的聚集地，所以从这个角度出发，如果哔喱哔喱出现问题，非常容易引发年轻人的热烈讨论，这可能才是哔喱哔喱当前宕机事件所产生如此大影响的重要原因。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13762869967/0\"/><p>其次，我们要明白的是，对于哔喱哔喱来说，这家公司实际上应该有足够多的应对和处置方案，来避免自己宕机产生太大的影响，然而这次事件最终的结果是哔喱哔喱的处置方案并不是那么让人满意，至少宕机产生的影响。并没有在短时间内被消除，甚至于还产生了不断发酵的现象，这才是当前哔喱哔喱最大的问题。对于互联网公司来说，不是你永远不宕机，而是说你宕机之后能用多长的时间就能把这个问题解决，以及有没有应对的解决方案，从目前的角度来看，哔喱哔喱可能既没有快速处置的能力，也没有第2套的备用方案，所以才导致哔喱哔喱的宕机事件引发了如此大的影响。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13762869973/0\"/><p>第三，从长期的角度来说，哔喱哔喱宕机，实际上对我们的日常生活并不会产生太大的影响，毕竟能够提供这种视频服务的公司还是非常多的，无论是长视频平台的爱优腾还是类似于二次元平台的a站，其实都有类似的服务能力，所以只能说哔喱，哔喱宕机的影响是年轻人比较关注的，但是对于整个大家日常生活的影响是相对比较有限的。</p></article></body></html>","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\" 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>哔哩哔哩深夜崩了冲上热搜？为啥视频网站崩了会有这么大的影响？</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{ 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071408514479d276d2&s=b><strong>江瀚的视野</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月14日消息，昨天深夜，视频网站哔哩哔哩突然出现网页及客户端无法正常访问的情况，很快“B站崩了”相关话题登上微博热搜。在今天凌晨B站方面发布消息称，“昨晚，B站的部分服务器机房发生故障，造成无法访问。技术团队随即进行了问题排查和修复，现在服务已经陆续恢复正常。耽误大家看视频了，对不起!”此外，当时网上还流传B站有火情的传闻，对于该传闻，上海消防回应，位于上海市政立路485号国正中心内的哔哩哔哩...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071408514479d276d2&s=b\">Web 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10:10","market":"hk","language":"zh","title":"B站蒙眼，亏损狂奔","url":"https://stock-news.laohu8.com/highlight/detail?id=1122088454","media":"子弹财经","summary":"亏损不断增加，盈利短期无望，这已成为悬挂在B站头顶的“达摩克利斯之剑”。\n\n8月下旬，备受瞩目的哔哩哔哩（以下简称B站）发布了2021年第二季度财报，该季度B站总营收为44.95亿元，同比增长72%。","content":"<div>\n<p>亏损不断增加，盈利短期无望，这已成为悬挂在B站头顶的“达摩克利斯之剑”。\n\n8月下旬，备受瞩目的哔哩哔哩（以下简称B站）发布了2021年第二季度财报，该季度B站总营收为44.95亿元，同比增长72%。消息一出，引来股价连续上涨。截止9月6日收盘，B站港股股价已经达到692港元高位，总市值超过2600亿港元。\n\n在一些新闻稿中，B站列举了很多振奋人心的好消息。\n比如，B站2021年Q2月均活跃用户（...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/SMqh3tq86IaHDQWP8XiavA\">Web Link</a>\n\n</div>\n","source":"zdcj","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>B站蒙眼，亏损狂奔</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\">\nB站蒙眼，亏损狂奔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 10:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/SMqh3tq86IaHDQWP8XiavA><strong>子弹财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亏损不断增加，盈利短期无望，这已成为悬挂在B站头顶的“达摩克利斯之剑”。\n\n8月下旬，备受瞩目的哔哩哔哩（以下简称B站）发布了2021年第二季度财报，该季度B站总营收为44.95亿元，同比增长72%。消息一出，引来股价连续上涨。截止9月6日收盘，B站港股股价已经达到692港元高位，总市值超过2600亿港元。\n\n在一些新闻稿中，B站列举了很多振奋人心的好消息。\n比如，B站2021年Q2月均活跃用户（...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/SMqh3tq86IaHDQWP8XiavA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62b14a0ed213907f49cde1a2311317b2","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩"},"source_url":"https://mp.weixin.qq.com/s/SMqh3tq86IaHDQWP8XiavA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122088454","content_text":"亏损不断增加，盈利短期无望，这已成为悬挂在B站头顶的“达摩克利斯之剑”。\n\n8月下旬，备受瞩目的哔哩哔哩（以下简称B站）发布了2021年第二季度财报，该季度B站总营收为44.95亿元，同比增长72%。消息一出，引来股价连续上涨。截止9月6日收盘，B站港股股价已经达到692港元高位，总市值超过2600亿港元。\n\n在一些新闻稿中，B站列举了很多振奋人心的好消息。\n比如，B站2021年Q2月均活跃用户（MAU）环比净增1400万至2.37亿；移动端MAU同比提升44%至2.2亿；付费率从去年同期的7.5%提升至8.8%，月均付费用户同比增长62%达2100万；广告业务收入单季达10.5亿元，同比增长超过200%；截至6月底，该公司现金、现金等价物、定期存款和短期投资总额高达276亿元。\n然而，B站的商业化能力虽然在不断提升，但却仍未能摆脱亏损的困局。财报显示，该季度B站的净亏损达11.22亿元，较上年同期的5.7亿元扩大了96%，而这也是B站自上市以来，连续第九个季度处于亏损状态。\n规模越做越大，钱却越赔越多——这是B站最新财报给人留下的最直观印象。这样的状态，并不能显示一家企业发展的健康。而一般来说，一家上市企业出现这样的情况，“第二条增长曲线”就需要尽快落地了。\n但问题是，更多相关数据表明，B站的第二条增长曲线的发展之路似乎走不通。\n1、营收分布忧大于喜\n尽管B站在用户数据及部分商业化数据方面表现亮眼，但B站2021年二季报总体上是有喜有忧的。\n从业务分类来看，最新的二季报显示，B站44.95亿元的总营收分为广告业务、游戏业务和增值服务业务三大板块，其中广告业务收入为10.5亿元，同比增长201%，游戏业务收入达12.3亿元，同比下降1.7%，增值服务业务收入为16.3亿元，同比增长98%。\n在三大营收中，广告业务和增值服务业务均实现不同程度的增长，其中广告业务增长最为迅猛，实现了2倍的增长，这本让很多投资人喜出望外。\n但游戏业务却实现了负增长，在受疫情影响其他游戏平台均有大幅增长的情况下，B站游戏业务不进反退。\n相较而言，在号称“史上最严政策”下，竞品平台表现就完全不同。最新财报显示，腾讯游戏二季度依然实现了12%的增长，网易游戏的增幅也有5%，而B站二季度游戏业务交出-1.7%的成绩单确实难以让人满意。\n在月活方面，B站实现2.37亿的月活，数据同比增长38%；移动手机端月活提升至2.2亿，同比增长44%。而在用户付费方面，月均付费用户为2100万，同比增长62%，付费率同比也有较大提升，由去年同期的7.5%提升至如今的8.8%。\n但问题是，B站董事长兼CEO陈睿曾在2020年Q3财报电话会上表示：“我们用户平均年龄仍然是在21岁左右，我们的新增用户平均年龄是在20岁左右，而且新增用户大部分来自三四线城市。”\n而大数据显示，这样的客户群体年龄，虽然充满青春活力，互动也很强，但消费能力有限。实际上虽然付费率有提升，可是如果计算单独用户付费金额的平均数，与上个季度相比确实处于下降状态。\n另外，B站广告业务首次单季度突破十亿元大关，这成绩看起来很厉害，但相较于广告单季度爱奇艺近20亿元，芒果TV近30亿元的表现相比，B站广告收入的体量还太小。\n关键是，B站收入比例中游戏占比下降而且负增长，广告哪怕增加但是在这些视频平台中几乎倒数，这在当下市场大环境不好且广告主收缩预算的背景下，广告业务未来给B站带来的增长可能不会太理想。\n再加上付费用户数量虽然增加了，但绝对的平均值在下降，这明显是不得不在低价值人群拓展B站的影响。\n况且，B站2021年Q2的亏损依旧，净亏损高达11.218亿元，相较去年同期的5.709亿元，同比扩大96.5%。很明显，B站如今还在走“砸钱换业绩”的老路子——营收只增长72%，但亏损几乎翻倍，这意味着B站有些营销投入的效果不佳或者浪费掉了。\n\n亏损持续增加，也引起了投资者的担忧，B站自2021年3月底于港股二次上市后，股价不断下跌，目前692港元每股的股价，已较808港元的发行价下跌15%，而距高点870港元下跌了20%左右。\n2、第二条增长曲线难成功？\n从客观层面看，2020年B站月活用户首次跨过2亿大关，2021年Q2月活再次增长至2.37亿，这本身是一件好事，而且对于B站寻找“第二条增长曲线”有很大帮助。\n目前，B站盈利方式主要有两大类，第一类是用户直接付费，从大会员到游戏付费。最新的二季报显示，B 站总营收为 44.95 亿元，其中广告收入为 10.5 亿元，这意味着 B 站从付费用户方面实现了 34.45 亿元的营收；B站月均付费用户同比增长62%达2100万人，付费率从去年同期的7.5%提升至8.8%。\n若将游戏、增值服务和电商收入总共34.45亿元的总额，除以2100万的月均付费用户人数，平均每人的消费总金额为164元，若进一步分摊到单季度的每月之中，则每位付费用户每月平均付费约55元。\n而大会员年度折扣价是168元，季度大会员的连续包月优惠价45元，这么看每个付费用户最多花在其他产品一个季度的钱不超过120元。\n另外，B站2021年一季度的付费率是9.2%，二季度只有8.8%，这本来就是一个付费用户比例降低的背景，而这说明用户对B站的虚拟产品购买意向在下降。\n\n图 /摄图网，基于VRF协议\nB站盈利方式的第二种便是从流量中赚钱，主要是用广告赚流量的钱。但是，若B站不断地增加广告，势必会让会员的用户体验和好感度下降，付费购买产品的意愿也可能会下降，这成为影响B站收入的一个矛盾点。\n除此以外，业内外都在关注B站除去广告和游戏之外的业务，这被称为B站的“第二增长曲线”。\nB站一度为了摆脱游戏和广告占据绝大部分营收的局面，而大力发展“第二增长曲线”。但目前来看，这可能是做了“无用功”，B站第二增长曲线的发展不尽如人意。\n近几年，B站高喊“去游戏化”的口号，大力发展多元业务，这第二条曲线的发展看似不错，将收入占比八成左右的游戏业务逐渐下降到不足三成。\n而B站也貌似摆脱了“二次元”这个单一的标签，成功完成了转型，如今的B站多元化业态发展相对迅猛，长视频、直播、电竞以及云演出、线上教育各个领域均有突破和布局，成功转型为一个有多元化内容生态的视频网站。\n但转型成功却失去了自身的棱角，B站这些业务之中，除了游戏之外没一个强项，目前也没有一个能拿得出手的核心业务。\n想多元化突围，却逐渐成为一家没有“拳头业务”的平台，什么都有，什么都不精，唯一还算不错的游戏业务比重正在不断缩减。\n3、成本上升引发焦虑\n据「子弹财经」了解，B站不断攀升的营销成本，也引发了部分投资者的担忧，在营业的收入和成本比例上，B站去年的占比相当的高。\n2020年第一、第二、第三季度，基本上每个季度B站的营业成本和营业收入之间的比例都维持在77%左右，上下浮动不超过一个百分点，而进入2021年，这一比例有增无减。二季度B站的营销费用32.24亿，是去年同期的一倍左右。\n\n这样“以营销换业绩”的做法，使得海外投行分析师在阅读B站财报时对这些数字存有疑虑，毕竟这样太巧合的数字总有一些财务上认定的风险。\n\n众所周知，在美国股市上市，一般投行都会给自己的投资对象找一个目标企业，以利用双方企业的对比来衡量自己投资这支股票的估值和价格。\n在当前华尔街投行的研究报告中，对于B站的定位，绝大多数都认同其是“中国版YouTube”。而这个定位与B站想去竞争的长视频，或者中长视频领域有着较大的差异。\n\n而且在海外投资网站上，投行看好B站的原因就在于分析师认为B站其实已经成为特定人群——也就是Z世代用户在网络上的视频娱乐集中地。这和B站对自身的定位又出现了较大偏差。\n只是目前B站的视频并不赚钱，即便非游戏业务收入占比首次突破60%，增值服务业务、广告业务、电商及其他收入的高速增长，这直接带来的反面就是B站最重要的游戏业务增速出现下滑。这对盈利本来就很弱的B站短期内来说未必是好事。\n在香港投行分析师张欣欣看来，B站亏损的一大原因是“出手太阔绰了”，“钱都花在买大片和搞晚会这样的场面活上了。”\n“靠作品吸引来的粉丝和靠烧钱吸引过来的粉丝是不一样的，前者的忠诚度更高。”张欣欣对「子弹财经」表示，靠B站up主的优质原创作品吸引来的用户维护成本更低，而靠版权和自制综艺吸引的用户则需要不断地烧钱买版权才能维护。\n另外，其实B站“烧钱引流量”的做法并不是每次都奏效，也有部分投入都被浪费掉了。在B站财经类UP主阿强看来，B站引入冯提莫就是一个失败的例子。\n曾有B站用户在知乎提问：“如何看待冯提莫入驻B站三个月后舰长数从1000+掉到185？”在该问题的回答中，就有用户对冯提莫入驻B站后的数据进行统计。最终得出的结果是，冯提莫在B站的礼物价值低于在斗鱼的平均值，而给冯提莫刷礼物的人数则比斗鱼高了将近10倍。\n用户多了10倍，礼物值反而下降很多，说明陈睿口中那些优质用户的消费能力其实很弱。\n阿强认为，出现这样矛盾局面的根本原因是冯提莫在斗鱼的粉丝群与B站用户属性存在偏差。“B站早期的用户都喜欢二次元，这群人很大概率都来自大城市里的中产家庭或者普通上班族，他们收入分布更集中，愿意花钱但是不会花大钱。从B站近两年频频出圈未果来看，B站第二条曲线想成功，真的很难。”\n4、不再二次元，盈利短期无望\n据观察，已有不止一家媒体撰文指出，今日的B站逐渐失去了自己的特色和个性，不再有二次元的强文化氛围，B站也不再是“少数人的B站”。\n“B站原有的那个生态是可以赚钱的，但是做不大，加入了像优爱腾这样的流量烧钱游戏后B站做大了，但是代价也很大”，香港财经评论员潘伟唐对「子弹财经」表示，“较大一部分B站用户心中的逻辑是——破圈的B站正在变成下一个优爱腾。现在B站形成一个恶性循环——花钱‘买用户’进来，吸引用户注册会员，由于内容缺乏吸引力而逐渐流失会员，而为了维护数据的增长，就得花更多的钱‘买用户’……这是一种无法看到结尾的‘恶性循环’。”\n实际上，B站当前虽然在各大风口都有布局，但其业务和专业平台相比差距异常明显，想靠这个盈利很难。\n比如在游戏直播领域，B站不是虎牙和斗鱼的对手；在长视频领域，爱奇艺、优酷和腾讯视频，哪怕芒果TV的规模都远超B站；在游戏领域，腾讯就是一座大山，网易也远超B站。\n看似百花齐放，多元化发展，其实B站正在失去原先吸引用户的个性，也为未来的发展埋下一颗“随时爆炸的炸弹”。\n\n图 /摄图网，基于VRF协议\n以目前B站的用户量、营收情况来看，在互联网红利逐渐消失的情况下，尤其是各平台的获客成本大幅提高，B站的高速增长可能性在不断降低。\n相关数据显示，B站获客成本已经从2020年Q1的143.7元增长至Q4的212.7元。而当前每位付费用户平均月付费只有55元，即便获客成功，也未必能使得付费用户长期留存和续费。\n此外，由于还需要拓展渠道、打造中台，未来几年，B站的开支将长期保持在高位，亏损可能将进一步扩大，盈利可能遥遥无期。\n如果把B站最近几个季度的财报联系在一起，能看出一条非常有意思的曲线。归母净利润的数字表明，B站近6个季度的净亏损在持续增加，2021年两个季度的净亏损几乎都是去年同期的两倍，也坐实了外界对B站“砸钱换业绩”的质疑。\n\n亏损不断增加，盈利短期无望，这已成为悬挂在B站头顶的“达摩克利斯之剑”。\n虽然B站短期内仍受资本追崇，但长期来看B站如此高的估值，需要较高业绩增长来支撑。而目前B站的高增长是建立在高亏损之上，这就要求B站无论是在用户增长还是商业变现方面都要有爆发式增长，否则可能会让投资人一夜反转。\n并且，现在看这种局面在未来几年内将会一直持续。\n据「子弹财经」观察，在雪球、富途等相关财经网站内，众多股民的观点出奇一致——“小破站什么都好，就是不赚钱”，这已经是资本市场的警示和意见表达。\n现在第二条增长曲线难发展，游戏比重逐渐降低的B站，接下来有什么样的表现，这还是一个问题。\n而若这点不解决，B站的未来就蒙上了阴影。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144628591,"gmtCreate":1626282279613,"gmtModify":1626282279613,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"themes":[],"htmlText":"<a 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