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心有猛虎_细嗅_6963

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心有猛虎_细嗅_6963

2020-06-16

建议把腾讯拆了吧

关于“腾讯拟成为爱奇艺最大股东”的6点看法

心有猛虎_细嗅_6963

2020-03-13

$阿里巴巴-SW(09988)$奇怪？怎么涨了

心有猛虎_细嗅_6963

2020-03-12

$特斯拉(TSLA)$做空特斯拉的赚大发了

心有猛虎_细嗅_6963

2020-03-12

$阿里巴巴(BABA)$趁着价格低赶紧入手

心有猛虎_细嗅_6963

2020-02-13

财报高于预期估计大涨

心有猛虎_细嗅_6963

2019-12-23

$阿里巴巴-SW(09988)$ 第四季度财报出来，必定还会涨

心有猛虎_细嗅_6963

2019-12-19

$阿里巴巴-SW(09988)$ 只有你今天依然坚挺

心有猛虎_细嗅_6963

2019-12-19

$腾讯控股(00700)$ 今天必跌

心有猛虎_细嗅_6963

2019-12-18

$阿里巴巴(BABA)$ 年前能拉倒6000吗？

心有猛虎_细嗅_6963

2019-12-06

$阿里巴巴(BABA)$ 阿里冲压，今天到205！

心有猛虎_细嗅_6963

2019-12-06

$阿里巴巴-SW(09988)$ 今天到200

心有猛虎_细嗅_6963

2019-11-28

大佬能预估下明天的指数涨还是跌吗？

@流星_8782:$上证指数(000001.SH)$ 高开低走是主题

心有猛虎_细嗅_6963

2019-11-28

$阿里巴巴-SW(09988)$ 有大佬说一下明天的上证指数是跌还是涨呀？

去老虎APP查看更多动态

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18:39","market":"hk","language":"zh","title":"关于“腾讯拟成为爱奇艺最大股东”的6点看法","url":"https://stock-news.laohu8.com/highlight/detail?id=1173569233","media":"36氪","summary":"今天下午路透社忽然透露，腾讯有意成为爱奇艺最大股东，不过关于细节语焉不详：“腾讯已经与拥有56.2%爱奇艺股权的百度就购买未确定规模的股份进行接洽，但腾讯目前是否已与爱奇艺接触仍是未知。此外，知情人士","content":"<p>今天下午路透社忽然透露，腾讯有意成为<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>最大股东，不过关于细节语焉不详：“腾讯已经与拥有56.2%爱奇艺股权的<a href=\"https://laohu8.com/S/BIDU\">百度</a>就购买未确定规模的股份进行接洽，但腾讯目前是否已与爱奇艺接触仍是未知。此外，知情人士表示，该计划仍处于早期阶段，随时可能更改。”</p>\n<p>简单地说，腾讯要从百度手里购买爱奇艺股份进而成为其最大股东，不过一切都只是计划，甚至只是“想法”。敏感的资本市场，听风就是雨，爱奇艺盘前大涨超过40%，与该消息直接相关。</p>\n<p>最近这段时间美股、港股一片大涨，特别是中概股，阿里、腾讯等头部巨头在充足的资金储备上，拥有了更多的弹药，比如这次传言中的主角，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>一季度净利润288.9亿元，同比增长6%；收入1080.7亿元，同比增长26%；自由现金流392.1亿元，现金流本身就充沛。这段时间腾讯股价接连攀升，创下近两年新高，6月16日收报448.800港元，再涨3.51%。股价大涨给腾讯募集了更多资金。</p>\n<p>资本是不会睡觉的。与头部巨头股价的不断攀升不同，疫情期间很多优质资产价格变低，或者上涨相对不多，因此给了巨头抄底机会。<b>基于此，腾讯、阿里等巨头2020年或许会重新启动大手笔“买买买”整合优质资产的模式。</b></p>\n<p>那么，腾讯“腾讯计划成为爱奇艺最大股东”逻辑上是否说得通呢？关于此我的看法如下：</p>\n<p><b>1、腾讯有购买的强烈意愿。</b>腾讯2020年会大力整合市面上的优质资产，作为“爱优腾”领衔者，爱奇艺在长视频赛道不论是内容能力、用户规模、会员规模还是技术能力均是优等生，特别是在综艺等内容领域更是有无可比拟的优势，而长视频赛道与腾讯“新文创”或者说“泛娱乐”密切相关，对腾讯来说是十分契合的优质资产。</p>\n<p><img src=\"https://static.tigerbbs.com/ffee4fa16f6304fca639989730ba386e\" tg-width=\"2372\" tg-height=\"1334\"></p>\n<p><b>2、买了后有巨大的整合空间。</b>中国长视频行业一直是亏损的，无非是收入太小、成本太高。</p>\n<p>收入方面，长视频原先靠广告入不敷出，现在靠会员+广告，会员价格便宜，各家酝酿会员费涨价，酝酿了很久都不敢涨，因为涨价了会员就跑到别的平台了，大家只能冒着被用户骂的风险搞“超前点播”这样的玩法来挖掘存量用户价值，或者说变相提高会员费。如果加速整合后，试想爱奇艺成为腾讯系，两家联合起来涨价难度会不会小一点？涨价不应该被骂，毕竟有足够的资金才能做出更好的内容，然而，在现在这样的多巨头共存的格局下，涨价很难。会员费外，广告等商业模式也会随着规模效应而释放出更大的价值。</p>\n<p>成本方面，很多成本比如内容制作、研发投入、市场推广等等，整合后可以省下来不少。<b>简单地说，整合可以结束或者减缓烧钱大战，更早实现盈利，就像共享单车、网约车等领域发生的事情一样。</b></p>\n<p><b>3、百度有没有卖的意愿？</b>百度有内容战略，且十分重视，不过其更多是聚焦在“信息与知识”上，布局百家号、好看视频、<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>小视频、知识体系内容等等。百度没有类似于腾讯、阿里这样的泛文娱战略，曾经有，后来游戏、音乐等等都被拆分了，只剩下长视频，爱奇艺整体相对百度是比较独立的，跟腾讯视频和腾讯的关系完全不一样。对于百度来说，售卖部分爱奇艺股份，再保留部分回笼资金的做法，不是没有可能，就像百度售卖携程股票一样，2019年10月，百度出售了部分<a href=\"https://laohu8.com/S/TCOM\">携程网</a>股票，持股占流通股的比例从大约19%降至11.7%。<b>当然，这个交易的关键要看Robin以及百度管理层怎么想的，对爱奇艺的未来以及百度的未来是如何考虑的，以及，腾讯的价码是否诱人。</b></p>\n<p><b>4、如果成真市场会发生什么？</b>目前长视频有四个主要玩家：爱优腾和B站，字节跳动通过西瓜在发力。如果腾讯真成为爱奇艺最大股东，毫无疑问，在爱奇艺、腾讯视频与B站夹击下的优酷压力会很大，目前腾讯与阿里在B站均持有股份，腾讯多一点。4月B站提交给SEC的FORM 20-F年度报告显示，B站董事长兼CEO陈睿持股15.1%，为B站最大股东；腾讯控股持股13.3%，与上一年相比增加了1.4个百分点，为其第二大股东；淘宝中国为B站第四大股东，持股7.2%。<b>因此，如果腾讯成为爱奇艺最大股东后，三大视频平台“合围”优酷就成为可能。腾讯的直接对手字节跳动旗下的西瓜视频要想做起来，同样会面临这样的“围攻”。</b></p>\n<p><img src=\"https://static.tigerbbs.com/29dca8c99b504fc4ed3c96f52beff0ab\" tg-width=\"1920\" tg-height=\"1080\"></p>\n<p><b>5、长视频收拾好了是短视频。</b>前段时间腾讯视频说裁撤短视频团队，很多人解读是腾讯放弃短视频战略，显然这是不可能的事情，联系起来看这表明腾讯视频聚焦长视频。腾讯如果成功整合爱奇艺，长视频这一关键市场没有大的战役后，再腾出手来收拾短视频市场，逻辑上说得通，符合小马哥步步为营的做事风格。</p>\n<p><b>6、如果百度真的同意这项交易，Robin选择腾讯，恐怕影响的不只是长视频行业</b>，百度的AI是腾讯短缺的，阿里不缺是因为有达摩院和阿里云，前者投资巨大，后者入局最早，在补齐阿里技术短板的同时构建了核心技术优势。<b>而腾讯要做产业互联网，要to B，AI是绕不过去的一道坎，然而目前腾讯在AI技术布局上乏善可陈，基于此腾讯与百度的合作，爱奇艺可能只是一个起点。</b></p>\n<p>当然，以上都是假设，中国科技产业最近的故事太多了，在靴子落地前，让子弹再飞一会儿。唯一可以确定的是，巨头们正在加速市场整合的步伐，它们的进击野心丝毫没有被疫情所影响。</p>","source":"36k","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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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关于“腾讯拟成为爱奇艺最大股东”的6点看法\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-16 18:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/754155092496521><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天下午路透社忽然透露，腾讯有意成为爱奇艺最大股东，不过关于细节语焉不详：“腾讯已经与拥有56.2%爱奇艺股权的百度就购买未确定规模的股份进行接洽，但腾讯目前是否已与爱奇艺接触仍是未知。此外，知情人士表示，该计划仍处于早期阶段，随时可能更改。”\n简单地说，腾讯要从百度手里购买爱奇艺股份进而成为其最大股东，不过一切都只是计划，甚至只是“想法”。敏感的资本市场，听风就是雨，爱奇艺盘前大涨超过40%，与...</p>\n\n<a href=\"https://36kr.com/p/754155092496521\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5f7e920c1385cb5cf344de85507bd0bf","relate_stocks":{"00700":"腾讯控股","IQ":"爱奇艺"},"source_url":"https://36kr.com/p/754155092496521","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173569233","content_text":"今天下午路透社忽然透露，腾讯有意成为爱奇艺最大股东，不过关于细节语焉不详：“腾讯已经与拥有56.2%爱奇艺股权的百度就购买未确定规模的股份进行接洽，但腾讯目前是否已与爱奇艺接触仍是未知。此外，知情人士表示，该计划仍处于早期阶段，随时可能更改。”\n简单地说，腾讯要从百度手里购买爱奇艺股份进而成为其最大股东，不过一切都只是计划，甚至只是“想法”。敏感的资本市场，听风就是雨，爱奇艺盘前大涨超过40%，与该消息直接相关。\n最近这段时间美股、港股一片大涨，特别是中概股，阿里、腾讯等头部巨头在充足的资金储备上，拥有了更多的弹药，比如这次传言中的主角，腾讯控股一季度净利润288.9亿元，同比增长6%；收入1080.7亿元，同比增长26%；自由现金流392.1亿元，现金流本身就充沛。这段时间腾讯股价接连攀升，创下近两年新高，6月16日收报448.800港元，再涨3.51%。股价大涨给腾讯募集了更多资金。\n资本是不会睡觉的。与头部巨头股价的不断攀升不同，疫情期间很多优质资产价格变低，或者上涨相对不多，因此给了巨头抄底机会。基于此，腾讯、阿里等巨头2020年或许会重新启动大手笔“买买买”整合优质资产的模式。\n那么，腾讯“腾讯计划成为爱奇艺最大股东”逻辑上是否说得通呢？关于此我的看法如下：\n1、腾讯有购买的强烈意愿。腾讯2020年会大力整合市面上的优质资产，作为“爱优腾”领衔者，爱奇艺在长视频赛道不论是内容能力、用户规模、会员规模还是技术能力均是优等生，特别是在综艺等内容领域更是有无可比拟的优势，而长视频赛道与腾讯“新文创”或者说“泛娱乐”密切相关，对腾讯来说是十分契合的优质资产。\n\n2、买了后有巨大的整合空间。中国长视频行业一直是亏损的，无非是收入太小、成本太高。\n收入方面，长视频原先靠广告入不敷出，现在靠会员+广告，会员价格便宜，各家酝酿会员费涨价，酝酿了很久都不敢涨，因为涨价了会员就跑到别的平台了，大家只能冒着被用户骂的风险搞“超前点播”这样的玩法来挖掘存量用户价值，或者说变相提高会员费。如果加速整合后，试想爱奇艺成为腾讯系，两家联合起来涨价难度会不会小一点？涨价不应该被骂，毕竟有足够的资金才能做出更好的内容，然而，在现在这样的多巨头共存的格局下，涨价很难。会员费外，广告等商业模式也会随着规模效应而释放出更大的价值。\n成本方面，很多成本比如内容制作、研发投入、市场推广等等，整合后可以省下来不少。简单地说，整合可以结束或者减缓烧钱大战，更早实现盈利，就像共享单车、网约车等领域发生的事情一样。\n3、百度有没有卖的意愿？百度有内容战略，且十分重视，不过其更多是聚焦在“信息与知识”上，布局百家号、好看视频、全民小视频、知识体系内容等等。百度没有类似于腾讯、阿里这样的泛文娱战略，曾经有，后来游戏、音乐等等都被拆分了，只剩下长视频，爱奇艺整体相对百度是比较独立的，跟腾讯视频和腾讯的关系完全不一样。对于百度来说，售卖部分爱奇艺股份，再保留部分回笼资金的做法，不是没有可能，就像百度售卖携程股票一样，2019年10月，百度出售了部分携程网股票，持股占流通股的比例从大约19%降至11.7%。当然，这个交易的关键要看Robin以及百度管理层怎么想的，对爱奇艺的未来以及百度的未来是如何考虑的，以及，腾讯的价码是否诱人。\n4、如果成真市场会发生什么？目前长视频有四个主要玩家：爱优腾和B站，字节跳动通过西瓜在发力。如果腾讯真成为爱奇艺最大股东，毫无疑问，在爱奇艺、腾讯视频与B站夹击下的优酷压力会很大，目前腾讯与阿里在B站均持有股份，腾讯多一点。4月B站提交给SEC的FORM 20-F年度报告显示，B站董事长兼CEO陈睿持股15.1%，为B站最大股东；腾讯控股持股13.3%，与上一年相比增加了1.4个百分点，为其第二大股东；淘宝中国为B站第四大股东，持股7.2%。因此，如果腾讯成为爱奇艺最大股东后，三大视频平台“合围”优酷就成为可能。腾讯的直接对手字节跳动旗下的西瓜视频要想做起来，同样会面临这样的“围攻”。\n\n5、长视频收拾好了是短视频。前段时间腾讯视频说裁撤短视频团队，很多人解读是腾讯放弃短视频战略，显然这是不可能的事情，联系起来看这表明腾讯视频聚焦长视频。腾讯如果成功整合爱奇艺，长视频这一关键市场没有大的战役后，再腾出手来收拾短视频市场，逻辑上说得通，符合小马哥步步为营的做事风格。\n6、如果百度真的同意这项交易，Robin选择腾讯，恐怕影响的不只是长视频行业，百度的AI是腾讯短缺的，阿里不缺是因为有达摩院和阿里云，前者投资巨大，后者入局最早，在补齐阿里技术短板的同时构建了核心技术优势。而腾讯要做产业互联网，要to 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18:39","market":"hk","language":"zh","title":"关于“腾讯拟成为爱奇艺最大股东”的6点看法","url":"https://stock-news.laohu8.com/highlight/detail?id=1173569233","media":"36氪","summary":"今天下午路透社忽然透露，腾讯有意成为爱奇艺最大股东，不过关于细节语焉不详：“腾讯已经与拥有56.2%爱奇艺股权的百度就购买未确定规模的股份进行接洽，但腾讯目前是否已与爱奇艺接触仍是未知。此外，知情人士","content":"<p>今天下午路透社忽然透露，腾讯有意成为<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>最大股东，不过关于细节语焉不详：“腾讯已经与拥有56.2%爱奇艺股权的<a href=\"https://laohu8.com/S/BIDU\">百度</a>就购买未确定规模的股份进行接洽，但腾讯目前是否已与爱奇艺接触仍是未知。此外，知情人士表示，该计划仍处于早期阶段，随时可能更改。”</p>\n<p>简单地说，腾讯要从百度手里购买爱奇艺股份进而成为其最大股东，不过一切都只是计划，甚至只是“想法”。敏感的资本市场，听风就是雨，爱奇艺盘前大涨超过40%，与该消息直接相关。</p>\n<p>最近这段时间美股、港股一片大涨，特别是中概股，阿里、腾讯等头部巨头在充足的资金储备上，拥有了更多的弹药，比如这次传言中的主角，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>一季度净利润288.9亿元，同比增长6%；收入1080.7亿元，同比增长26%；自由现金流392.1亿元，现金流本身就充沛。这段时间腾讯股价接连攀升，创下近两年新高，6月16日收报448.800港元，再涨3.51%。股价大涨给腾讯募集了更多资金。</p>\n<p>资本是不会睡觉的。与头部巨头股价的不断攀升不同，疫情期间很多优质资产价格变低，或者上涨相对不多，因此给了巨头抄底机会。<b>基于此，腾讯、阿里等巨头2020年或许会重新启动大手笔“买买买”整合优质资产的模式。</b></p>\n<p>那么，腾讯“腾讯计划成为爱奇艺最大股东”逻辑上是否说得通呢？关于此我的看法如下：</p>\n<p><b>1、腾讯有购买的强烈意愿。</b>腾讯2020年会大力整合市面上的优质资产，作为“爱优腾”领衔者，爱奇艺在长视频赛道不论是内容能力、用户规模、会员规模还是技术能力均是优等生，特别是在综艺等内容领域更是有无可比拟的优势，而长视频赛道与腾讯“新文创”或者说“泛娱乐”密切相关，对腾讯来说是十分契合的优质资产。</p>\n<p><img src=\"https://static.tigerbbs.com/ffee4fa16f6304fca639989730ba386e\" tg-width=\"2372\" tg-height=\"1334\"></p>\n<p><b>2、买了后有巨大的整合空间。</b>中国长视频行业一直是亏损的，无非是收入太小、成本太高。</p>\n<p>收入方面，长视频原先靠广告入不敷出，现在靠会员+广告，会员价格便宜，各家酝酿会员费涨价，酝酿了很久都不敢涨，因为涨价了会员就跑到别的平台了，大家只能冒着被用户骂的风险搞“超前点播”这样的玩法来挖掘存量用户价值，或者说变相提高会员费。如果加速整合后，试想爱奇艺成为腾讯系，两家联合起来涨价难度会不会小一点？涨价不应该被骂，毕竟有足够的资金才能做出更好的内容，然而，在现在这样的多巨头共存的格局下，涨价很难。会员费外，广告等商业模式也会随着规模效应而释放出更大的价值。</p>\n<p>成本方面，很多成本比如内容制作、研发投入、市场推广等等，整合后可以省下来不少。<b>简单地说，整合可以结束或者减缓烧钱大战，更早实现盈利，就像共享单车、网约车等领域发生的事情一样。</b></p>\n<p><b>3、百度有没有卖的意愿？</b>百度有内容战略，且十分重视，不过其更多是聚焦在“信息与知识”上，布局百家号、好看视频、<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>小视频、知识体系内容等等。百度没有类似于腾讯、阿里这样的泛文娱战略，曾经有，后来游戏、音乐等等都被拆分了，只剩下长视频，爱奇艺整体相对百度是比较独立的，跟腾讯视频和腾讯的关系完全不一样。对于百度来说，售卖部分爱奇艺股份，再保留部分回笼资金的做法，不是没有可能，就像百度售卖携程股票一样，2019年10月，百度出售了部分<a href=\"https://laohu8.com/S/TCOM\">携程网</a>股票，持股占流通股的比例从大约19%降至11.7%。<b>当然，这个交易的关键要看Robin以及百度管理层怎么想的，对爱奇艺的未来以及百度的未来是如何考虑的，以及，腾讯的价码是否诱人。</b></p>\n<p><b>4、如果成真市场会发生什么？</b>目前长视频有四个主要玩家：爱优腾和B站，字节跳动通过西瓜在发力。如果腾讯真成为爱奇艺最大股东，毫无疑问，在爱奇艺、腾讯视频与B站夹击下的优酷压力会很大，目前腾讯与阿里在B站均持有股份，腾讯多一点。4月B站提交给SEC的FORM 20-F年度报告显示，B站董事长兼CEO陈睿持股15.1%，为B站最大股东；腾讯控股持股13.3%，与上一年相比增加了1.4个百分点，为其第二大股东；淘宝中国为B站第四大股东，持股7.2%。<b>因此，如果腾讯成为爱奇艺最大股东后，三大视频平台“合围”优酷就成为可能。腾讯的直接对手字节跳动旗下的西瓜视频要想做起来，同样会面临这样的“围攻”。</b></p>\n<p><img src=\"https://static.tigerbbs.com/29dca8c99b504fc4ed3c96f52beff0ab\" tg-width=\"1920\" tg-height=\"1080\"></p>\n<p><b>5、长视频收拾好了是短视频。</b>前段时间腾讯视频说裁撤短视频团队，很多人解读是腾讯放弃短视频战略，显然这是不可能的事情，联系起来看这表明腾讯视频聚焦长视频。腾讯如果成功整合爱奇艺，长视频这一关键市场没有大的战役后，再腾出手来收拾短视频市场，逻辑上说得通，符合小马哥步步为营的做事风格。</p>\n<p><b>6、如果百度真的同意这项交易，Robin选择腾讯，恐怕影响的不只是长视频行业</b>，百度的AI是腾讯短缺的，阿里不缺是因为有达摩院和阿里云，前者投资巨大，后者入局最早，在补齐阿里技术短板的同时构建了核心技术优势。<b>而腾讯要做产业互联网，要to B，AI是绕不过去的一道坎，然而目前腾讯在AI技术布局上乏善可陈，基于此腾讯与百度的合作，爱奇艺可能只是一个起点。</b></p>\n<p>当然，以上都是假设，中国科技产业最近的故事太多了，在靴子落地前，让子弹再飞一会儿。唯一可以确定的是，巨头们正在加速市场整合的步伐，它们的进击野心丝毫没有被疫情所影响。</p>","source":"36k","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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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关于“腾讯拟成为爱奇艺最大股东”的6点看法\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-16 18:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/754155092496521><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天下午路透社忽然透露，腾讯有意成为爱奇艺最大股东，不过关于细节语焉不详：“腾讯已经与拥有56.2%爱奇艺股权的百度就购买未确定规模的股份进行接洽，但腾讯目前是否已与爱奇艺接触仍是未知。此外，知情人士表示，该计划仍处于早期阶段，随时可能更改。”\n简单地说，腾讯要从百度手里购买爱奇艺股份进而成为其最大股东，不过一切都只是计划，甚至只是“想法”。敏感的资本市场，听风就是雨，爱奇艺盘前大涨超过40%，与...</p>\n\n<a href=\"https://36kr.com/p/754155092496521\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5f7e920c1385cb5cf344de85507bd0bf","relate_stocks":{"00700":"腾讯控股","IQ":"爱奇艺"},"source_url":"https://36kr.com/p/754155092496521","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173569233","content_text":"今天下午路透社忽然透露，腾讯有意成为爱奇艺最大股东，不过关于细节语焉不详：“腾讯已经与拥有56.2%爱奇艺股权的百度就购买未确定规模的股份进行接洽，但腾讯目前是否已与爱奇艺接触仍是未知。此外，知情人士表示，该计划仍处于早期阶段，随时可能更改。”\n简单地说，腾讯要从百度手里购买爱奇艺股份进而成为其最大股东，不过一切都只是计划，甚至只是“想法”。敏感的资本市场，听风就是雨，爱奇艺盘前大涨超过40%，与该消息直接相关。\n最近这段时间美股、港股一片大涨，特别是中概股，阿里、腾讯等头部巨头在充足的资金储备上，拥有了更多的弹药，比如这次传言中的主角，腾讯控股一季度净利润288.9亿元，同比增长6%；收入1080.7亿元，同比增长26%；自由现金流392.1亿元，现金流本身就充沛。这段时间腾讯股价接连攀升，创下近两年新高，6月16日收报448.800港元，再涨3.51%。股价大涨给腾讯募集了更多资金。\n资本是不会睡觉的。与头部巨头股价的不断攀升不同，疫情期间很多优质资产价格变低，或者上涨相对不多，因此给了巨头抄底机会。基于此，腾讯、阿里等巨头2020年或许会重新启动大手笔“买买买”整合优质资产的模式。\n那么，腾讯“腾讯计划成为爱奇艺最大股东”逻辑上是否说得通呢？关于此我的看法如下：\n1、腾讯有购买的强烈意愿。腾讯2020年会大力整合市面上的优质资产，作为“爱优腾”领衔者，爱奇艺在长视频赛道不论是内容能力、用户规模、会员规模还是技术能力均是优等生，特别是在综艺等内容领域更是有无可比拟的优势，而长视频赛道与腾讯“新文创”或者说“泛娱乐”密切相关，对腾讯来说是十分契合的优质资产。\n\n2、买了后有巨大的整合空间。中国长视频行业一直是亏损的，无非是收入太小、成本太高。\n收入方面，长视频原先靠广告入不敷出，现在靠会员+广告，会员价格便宜，各家酝酿会员费涨价，酝酿了很久都不敢涨，因为涨价了会员就跑到别的平台了，大家只能冒着被用户骂的风险搞“超前点播”这样的玩法来挖掘存量用户价值，或者说变相提高会员费。如果加速整合后，试想爱奇艺成为腾讯系，两家联合起来涨价难度会不会小一点？涨价不应该被骂，毕竟有足够的资金才能做出更好的内容，然而，在现在这样的多巨头共存的格局下，涨价很难。会员费外，广告等商业模式也会随着规模效应而释放出更大的价值。\n成本方面，很多成本比如内容制作、研发投入、市场推广等等，整合后可以省下来不少。简单地说，整合可以结束或者减缓烧钱大战，更早实现盈利，就像共享单车、网约车等领域发生的事情一样。\n3、百度有没有卖的意愿？百度有内容战略，且十分重视，不过其更多是聚焦在“信息与知识”上，布局百家号、好看视频、全民小视频、知识体系内容等等。百度没有类似于腾讯、阿里这样的泛文娱战略，曾经有，后来游戏、音乐等等都被拆分了，只剩下长视频，爱奇艺整体相对百度是比较独立的，跟腾讯视频和腾讯的关系完全不一样。对于百度来说，售卖部分爱奇艺股份，再保留部分回笼资金的做法，不是没有可能，就像百度售卖携程股票一样，2019年10月，百度出售了部分携程网股票，持股占流通股的比例从大约19%降至11.7%。当然，这个交易的关键要看Robin以及百度管理层怎么想的，对爱奇艺的未来以及百度的未来是如何考虑的，以及，腾讯的价码是否诱人。\n4、如果成真市场会发生什么？目前长视频有四个主要玩家：爱优腾和B站，字节跳动通过西瓜在发力。如果腾讯真成为爱奇艺最大股东，毫无疑问，在爱奇艺、腾讯视频与B站夹击下的优酷压力会很大，目前腾讯与阿里在B站均持有股份，腾讯多一点。4月B站提交给SEC的FORM 20-F年度报告显示，B站董事长兼CEO陈睿持股15.1%，为B站最大股东；腾讯控股持股13.3%，与上一年相比增加了1.4个百分点，为其第二大股东；淘宝中国为B站第四大股东，持股7.2%。因此，如果腾讯成为爱奇艺最大股东后，三大视频平台“合围”优酷就成为可能。腾讯的直接对手字节跳动旗下的西瓜视频要想做起来，同样会面临这样的“围攻”。\n\n5、长视频收拾好了是短视频。前段时间腾讯视频说裁撤短视频团队，很多人解读是腾讯放弃短视频战略，显然这是不可能的事情，联系起来看这表明腾讯视频聚焦长视频。腾讯如果成功整合爱奇艺，长视频这一关键市场没有大的战役后，再腾出手来收拾短视频市场，逻辑上说得通，符合小马哥步步为营的做事风格。\n6、如果百度真的同意这项交易，Robin选择腾讯，恐怕影响的不只是长视频行业，百度的AI是腾讯短缺的，阿里不缺是因为有达摩院和阿里云，前者投资巨大，后者入局最早，在补齐阿里技术短板的同时构建了核心技术优势。而腾讯要做产业互联网，要to B，AI是绕不过去的一道坎，然而目前腾讯在AI技术布局上乏善可陈，基于此腾讯与百度的合作，爱奇艺可能只是一个起点。\n当然，以上都是假设，中国科技产业最近的故事太多了，在靴子落地前，让子弹再飞一会儿。唯一可以确定的是，巨头们正在加速市场整合的步伐，它们的进击野心丝毫没有被疫情所影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":965216515,"gmtCreate":1584016420937,"gmtModify":1704352469268,"author":{"id":"3537997518653379","authorId":"3537997518653379","name":"心有猛虎_细嗅_6963","avatar":"https://static.tigerbbs.com/fadfaead5d2fe8c3f3e44a0dc051f4c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>趁着价格低赶紧入手","listText":"<a 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