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赌狗一枚
选择优秀标的,做价值、趋势投资者!
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赌狗一枚
2021-08-03
(转自ff APP) 我个人认为首先应该定性一下ff
$Faraday Future(FFIE)$
的投资,ff目前车已经出来了,参数也已经出来了,首批300辆也已经订出去了,也就是说万事俱备,只欠把车造出来交付了。但是因为没有关于车的财务数据或者销售数据来参考,所以在二级市场购买ff,更像是一级市场的投资,我觉得明白这一点是很关键的。 我们对比一下蔚来
$蔚来(NIO)$
,蔚来在2017年的时候,拿到d轮10亿美金,总的融了22亿美金,估值50亿美金。但是我们看看2017年的蔚来,有什么,2017年12月,蔚来才发布了es8,半年后,也就是2018年6月才开始交付,九月IPO的估值,64亿美元。 站在2021年7月28日这个时点,ff的收盘价是11.45,市值37亿美金。ff在spac合并前,同样烧掉了20亿美金,同样通过spac拿到了10亿美金,同样已经发布了自己的车型等待交付,而且现在的估值,远远低于当时蔚来同时期的估值,要知道,今时不同往日,2017年特斯拉也就是小几百亿的估值,而如今,市场给特斯拉的估值已经是六千亿美金起了。 同样也简单对比一下前几天同样通过spac上市的lucid
$Lucid Group Inc(LCID)$
,lucid同ff一样,也是历经坎坷,由具有技术背景
赌狗一枚
2020-06-24
$蔚来(NIO)$
下跌不言底[微笑]
赌狗一枚
2021-11-10
$Faraday Future(FFIE)$
一起窒息
赌狗一枚
2021-11-24
$Faraday Future(FFIE)$
窒息
赌狗一枚
2021-08-04
剑指高端化,贾跃亭的FF有戏吗? 当被问及是否回国时,贾跃亭再一次给出了肯定的答案,而这次的背景是法拉第未来(FF)
$Faraday Future(FFIE)$
在历经艰辛后终于成功挂牌纳斯达克。这似乎给了背负90亿巨债的贾跃亭一些底气,但从上市以来,法拉第未来在股市上的表现并不算好,总市值也已经跌破40亿美元。 回到法拉第未来本身来说,虽然FF 91还没有彻底落地,但是根据法拉第未来官方的消息,首批限量的300台已经全部售罄。而这台定价超过百万元的新能源汽车,也指明了法拉第未来不同于其他品牌的战略。 主打高端化,是法拉第未来现阶段的核心战略。作为唯一一款车型,FF 91这台一直停留在PPT中的电动汽车,从2017年就一直牵动着不少人的心思,在屡次跳票之后,终于算是走入了现实。而通过这款车的方方面面,也足以看到法拉第未来的高端化定位。 第一个方面来自于产品方面。从法拉第未来公布的消息可知,FF 91的定价是18万美元起步,折合人民币已经超过百万,这在一众新能源汽车势力中是独树一帜的。就连主打高端化的蔚来,最贵的车型ES8最高定价也不过五十六万元。 另外是FF 91拥有较高的性能。法拉第未来的FF 91 Futurist车型拥有行业领先的1050匹马力、业内最大的搭载浸没式液态电池冷却技术的130千瓦时电池组、2017年全球首发的三电机电动矢量扭矩,保证了百公里加速只有2.39秒。另外支持车内视频会议系统、智能
赌狗一枚
2020-08-25
《聊聊我所知道的蔚来轿车的秘密》
$蔚来(NIO)$
1:之前的ET7,也基本是ET Preview的样子,在内部被否了,大家觉得成本太高,开放难度也太大,之前的资金也不太够,就停了。 2:现在的轿车项目比之前的要小,在这里先叫它ET5吧,但不知道最后蔚来官方会如何命名。也在NP2的全新平台上做的,之前SUV一直没有解决的网关断网问题,这次终于可以得到解决。 3:一个最大的难度就是电池的厚度问题,之前的电池厚度在轿车上不行,但这个问题幸好现在已经解决了。续航也能有500左右,最大的版本估计会超过600,但会晚一点上。 4:内饰蔚来找了一些核心车主去看了,还没给媒体看,用的是整个贯通的大连屏,成本其实还挺高的,对蔚来一直很弱的软件,HMI也是一个很大的挑战。我个人估计ET5到时候最大的吐槽会和ES8一代一样,是软件部分。 5:自动驾驶的硬件会全面升级,基本上用到了地球上能买到的最高的配置,之前这样做的是小鹏P7,现在蔚来轿车会超过它,总是有后发的优势嘛。 6:内饰的豪华度这是蔚来的强项,你们到时候NIO DAY看了图后,会觉得现在的比亚迪汉,小鹏P7真心都是渣渣。特斯拉M3的销量会遇到一点阻击,虽然这台车的价格会在40左右,但BAAS后,也在30出头,基本就在特斯拉M3的长续航和P版的区间里。两者一比,一个天上,一个地下好吧。 7:现在这台车最大的问题就是研发进度,还是很吃力,蔚来研发团队又要应付搬去合肥的事情,精力有一点分散,人心也有一点动摇。现在有一点延迟了,预计这台车不会像之前蔚来的车一样,年底发布第二年年中就交付。我个人预计,最乐观也要到明年第三季度了,不排除拖到年底。着急买车的人,最好有心理准备! 车是好车,基本算明年最完美的一台电动车了吧,超过领克那台!但大家要有耐心!有问题随时艾特 转自
《聊聊我所知道的蔚来轿车的秘密》
赌狗一枚
2021-07-07
$瑞幸咖啡(LKNCY)$
投资瑞幸的基本逻辑。1.品牌初步建立。在年轻一代中有一定知名度,标签:平价亲民;2.网点布局庞大。全国5200余家店面,占据优势点位(多为小店面,租金低,地理位置好);3.单一门店质量高。单店员工数量少,出杯速度快,很效率。上层通过关闭亏损门店等调整,相信筛选剩下的门店单店盈利率会很高(调研周边单一门店,生意很火爆);4.重研发创新。产品爆品不断,如去年的厚乳,今年的生椰;5.互联网基因。打法多样多变,注重营销及用户体验,利用多元化方式进行营销宣传。注重食品安全监管,一个食品卫生质量投诉,瑞幸北京总部监督食品安全的工作人员会直接给你一个电话询问情况。瑞幸App使用率很高,远程点单很方便;6.咖啡赛道开始变热。manner等精品咖啡相继入局,但目前规模化能力与瑞幸差距很大,但估值超过瑞幸,瑞幸可能被低估。7.盈利可期。咖啡赛道不像茶饮料,虽然二者都有成瘾性,但原味拿铁我可以天天喝,但桃子味的喜茶天天喝我会腻,今天想桃子,明天想西瓜。咖啡成本控制比茶饮简单粗暴得多,咖啡豆不易变质,茶饮中各类先果茶易变质,门店多了,成本控制困难(售罄的生椰拿铁就是个例子,一是确实是爆款,但售罄的问题其实是可以通过加大生椰供应量来解决的,但瑞幸没有,可见瑞幸营销以及成本控制功底可见一斑。8.存在的风险。我对瑞幸实体经营很有信心,目前风险大多在于粉单的风险,以及历史遗留的一堆债务、诉讼等。如果瑞幸解决上述问题重回主板,价格合适的话,相信一定是个好的投资标的。(随便发发牢骚,很多东西也不够深刻,也没有数据支持。如有不同意见,请批评指正!)[鼓掌] [鼓掌] [鼓掌]
赌狗一枚
2021-05-30
$蔚来(NIO)$
$特斯拉(TSLA)$
$小鹏汽车(XPEV)$
$理想汽车(LI)$
猜猜下个月交付数据???[回头] [回头] [回头] (图片转自ft)
赌狗一枚
2021-07-08
$Property Solutions Acquisition Corp(PSAC)$
$蔚来(NIO)$
人生自古谁无死,何不跟我一起为梦想窒息一次?[梭哈] [梭哈] [梭哈]
赌狗一枚
2020-11-02
$蔚来(NIO)$
11000股炒成4500股的我[流泪]
赌狗一枚
2021-07-30
$Faraday Future(FFIE)$
$蔚来(NIO)$
稳住!都是小场面。
赌狗一枚
2021-11-11
$Faraday Future(FFIE)$
前排,有消息总比没消息好。
赌狗一枚
2020-07-20
$蔚来(NIO)$
我想说,蔚来总司令是不是改名了?很久不见了。[惊讶]
赌狗一枚
2020-03-18
$蔚来(NIO)$
套内人冒个泡[微笑]
赌狗一枚
2021-07-19
$蔚来(NIO)$
$Property Solutions Acquisition Corp(PSAC)$
真搞不懂一些人涨跌几块钱几毛钱在那边嗷嗷叫唤啥子咧![笑哭]
赌狗一枚
2020-10-30
$蔚来(NIO)$
信不信今晚逆市拉[害羞]
赌狗一枚
2022-04-20
$Faraday Future(FFIE)$
目前的状况多像一个面临中年危机的男人!对外嘴硬说自己还行,对内已经虚了! 上海东海大桥的两边,一边是洋山深水港,另一边是临港大量的工业企业,比如特斯拉工厂。 去年,洋山深水港的货物吞吐量是2200万个集装箱。如果没有疫情,每天有50个集装箱的货物属于博世中国,从港口卸货后,通过发达的高速公路网,各种原材料经过他们上海、苏州等地工厂的加工,源源不断供给着全中国的车企。 上海有很多汽车产业链巨头。采埃孚、安波福、宁德时代等等100多家企业,忙碌地生产着汽车各种零部件。小到汽车玻璃密封条、芯片,大到动力电池乃至发动机。 疫情以来,车企的供应链本来就受到严重挑战。今年2月开始,博世苏州工厂出现无症状感染者,后果就是多家车企2月份产销严重下滑。 博世中国区总裁陈玉东博士说,焦急的整车厂甚至自己带着货车,等在博世工厂的门口。 等也没什么用。一级供应商需要等二级供应商的材料,运输环节只要晚半天: 2万台车的产能就没了。 到现在,已经不是晚半天的问题了。 可想而知,目前的上海疫情,对汽车产业的影响会有多大。上海的汽车产业链相关企业相继陷入停工或者极有限的闭环生产,情况开始愈发严重。 持续爆发的上海疫情,让工人们根本无法正常复工。即便是已经闭环管理的企业,比如上海那家被称为“全村的希望”的芯片企业,闭环二十天后竟然出现了阳性感染者,只得暂时停工。 大量供应链企业无法正常生产。即便能组织生产的,也正付出惨痛的代价。 一家工厂的老板告诉我,为了完成闭环管理要求,他们工厂的员工吃住在厂里,算上加班费啥的,一个工人一天的成本现在要600到800块: 半个月我花了2500万。 去年中国汽车产量2608.2万辆。吉林和上海是中国的汽车重镇,汽车产量大
赌狗一枚
2020-02-27
$蔚来(NIO)$
我就跟你死磕到底了,看你能跌到几块,三块?二块?退市?[摊手]
赌狗一枚
2020-02-07
$蔚来(NIO)$
[捂脸] [捂脸] [捂脸] 看到融资消息,卖了一半吉利德,4.25上了车,[捂脸] [捂脸] 脸都肿了
赌狗一枚
2020-02-05
$蔚来(NIO)$
跌下来点吧,我还没上车[捂脸]
去老虎APP查看更多动态
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存量市场里,一个月就崛起的新蓝海</h2>\n<p>B站其实自2017年以后就开始尝试商业化广告业务,但由于B站的内容社区调性独特,这种尝试非常谨慎。过去几年,仔细观察能看到B站逐步开放一些广告位,同时慢慢接入来自不同行业的广告。</p>\n<p>与此同时,B站商业化广告的游戏版块相对特殊,不同于传统媒体平台以效果广告为起点的发展路线,由于B站本身就有庞大的游戏内容生态,所以这个版块的广告形式,也是从内容营销的方向,逐渐过渡到纯效果广告。</p>\n<p>很显然,小游戏广告就属于这条延长线上的一个新尝试。</p>\n<p>据了解,今年3月中旬,B站开放了针对微信小游戏的广告入口。具体来说,投放路径首先从B站的信息流广告素材进入,跳转到游戏落地页,此后可以直接吊起微信小游戏。可以看到,目前B站开放的投放链路比较简洁直观,实际上手体验了以后,我的感受也是相对顺滑的。</p>\n<p><img src=\"https://img.36krcdn.com/20220426/v2_70b12e220abc4e6c9ead24ca92b3d7b5_img_000\"/></p>\n<p>比较在意的地方,就是落地页。因为通常来说,主流小游戏广告是不会加入这个页面的,毕竟多了一个跳转环节,效果就会多下降一截。在我看来,这或许也是B站作为内容平台表现出来的谨慎举措,毕竟B站用户并不一定认同点击即打开的侵扰式广告体验,这个页面也能起到缓冲情绪和保留用户体验的作用。</p>\n<p>但即便加了这一道门槛,B站小游戏广告的收效还是大大超出了圈内人的预期。</p>\n<p>据了解,B站开放小游戏入口的时候,头一批只有两三款产品入局尝试,随后也陆续有产品加入,不过在开放的头两周里,更多是在跑接入的流程。但小游戏收效快,马上就有三五款产品拿到了很好的效果。</p>\n<p>比如《零界战线》这款产品就是一个典型。它在B站的起量速度非常快,只用3天就完成了数据建模。更重要的是,它的付费效果也很好,比厂商原本的首日付费预期目标,高出了30%以上。</p>\n<p><img src=\"https://img.36krcdn.com/20220426/v2_451729c912684a528d16de0efd1f792b_img_000\"/></p>\n<p>《零界战线》</p>\n<p>看到有产品做出了意料之外的效果,马上就有更多产品跟进。于是在接下来的两周里,开始在B站投放的小游戏量级就突破了两位数,迅速攀升至超过50款的量级。而且我了解到,不光这么多产品在投,现在还有近50款产品正在排队接入。</p>\n<p>可以说,小游戏厂商,如今正在抢着进入B站这个蓝海。最根本的原因不用多说,自然是拿到了相对大盘更好的收效。</p>\n<h2>02 为什么小游戏能在B站做爆?</h2>\n<p>这个问题可以说非常关键。我们都知道,B站是一个天然的游戏用户聚集地,但普遍认知里,B站上的游戏一直以偏核心、偏重度的为主,比如提到二次元,我们能立马联想到的,就是《原神》《崩坏3》《明日方舟》这类在B站上成功崛起的重度游戏。</p>\n<p>小游戏就不一样了,即点即玩小游戏要做大市场,势必要发挥它快速吸引用户的病毒传播能力,所以我们更容易联想到如短视频、私域社交这些承载形式和传播链路。同时,快速迭代的小游戏,也与需要沉淀的B站生态,有着相反的运作节奏。</p>\n<p>这两者乍看之下似乎并不合拍。但现实情况是不仅合得来,效果还好得出人意料,那势必有其深层次的原因。在我看来,可以从产品属性层面和流量生态层面找到答案:</p>\n<p>从产品属性层面看,小游戏是填补用户诉求的一种形态。</p>\n<p>剥开小游戏的外壳,这类产品提供的是更简单、直接、快节奏、强反馈的乐趣体验。这种性质的体验很早就在B站流行,并且在每个时期都不过时。对于年轻人而言,只要内容本身是符合其消费观和使用场景的,大家就愿意去关注和消费。</p>\n<p>比如去年7月中旬一款叫做《Pico Park》的多人闯关的休闲游戏就在B站大火,诸多头部、中部游戏主播都进行了尝试,节目效果极佳。这并非传统意义上的高品质大作,但它带来的轻松体验,也是B站用户喜闻乐见的东西。</p>\n<p><img src=\"https://img.36krcdn.com/20220426/v2_ae9f403174574c9fb7da5d86983095d6_img_000\"/></p>\n<p>回过头来看,现在很多投放效果好的小游戏,都是切中了B站用户的体验空白区。比如更简单一些的二次元卡牌游戏,即便没有App端产品那么高品质,但轻养成的体验也受到了一些用户的认可。又如放置类游戏,也解决了B站部分用户过去玩游戏时总是又肝又氪的问题,因此收效也可观。</p>\n<p>现如今,小游戏的品质也在不断提升,部分产品不仅卖相,玩法、体验、系统等各方面也在向App产品靠拢,可以说品质达到一个基准线以后,有了体验的互补,才使得小游戏顺利成为B站用户的可选项之一。</p>\n<p>再从流量层面看,伴随B站自身多元化的发展走势,用户的游戏诉求也在多元化。</p>\n<p>从近几年的数据来看,B站是少有的仍保持可观用户增速的互联网平台。去年第四季度,B站月均活跃用户达2.72亿,移动端月均活跃用户达2.52亿,均实现35%的同比增长,而且在过去的3年里,B站的用户规模增长了超过1倍。</p>\n<p>这样的大盘增速之下,站内多元化分层是必然的趋势,类比B站用户对多元化视频内容的诉求规模和走势,可以推测,在游戏品类,相同的局面也在上演。以往细分赛道可能用户规模不够大,但经过积累,势必会出现足以支撑产品成绩的节点。</p>\n<p>如今小游戏领域的崛起,已经证明了这类足以运作的赛道正在变多。那么只要主站的增长趋势还在,这些赛道就有足够的活水,来保证其持续形成红利并运转下去。</p>\n<p>结合来看,现在B站的小游戏土壤或许到了一个潜力足以质变的节点,所以才能在入口开放之后,迅速验证效果,并实现多产品入局、做大的整体爆发势头。</p>\n<h2>03 真正的价值不局限于效果</h2>\n<p>看到这里可能还是有人想问:这波红利能持续多久?言下之意,会不会像投放大盘那样,随着入局者变多,竞争加剧、成本抬高,导致很快利润下滑、红利消退?</p>\n<p>如果从纯流量运作的角度来看,我也会提出相同的质疑。但因为经常观察B站的生态,我想说恐怕很难用衡量传统流量平台的思路去评估B站。其核心原因就在于,B站是以内容为根基形成生态的平台,而非流量主导的平台。</p>\n<p>首先,这个根本立场决定了B站开放流量的态度是谨慎的,从他们这次的动作里也能推测一二,换句话说,B站流量的开放将会是一个持续放宽的过程。现在的广告入口、链路、形态,到人群包的细化、投放的优化,都可能持续变化,持续产生红利。</p>\n<p>其次,内容主导,意味着B站的出发点跟流量型平台是相反的,了解B站的宣发生态链就知道,他们打一开始就具备完整的内容型营销链路,效果广告其实只是这个链路中的很小的一个环节。这个环节产生的红利,远比不上调度整个链路产生的红利。</p>\n<p>然后,微信小游戏只是B站开放流量的一种尝试,而这种尝试始终是为了填补生态当中的空白区间,而要填补生态空白,需要具备的就是多元化的产品和打法。如今产品和平台都在摸索,甚至凭借对B站的固有印象去运作,但距离多元化还很远,真正的红利天花板恐怕还没触及。</p>\n<p>所以在我看来,B站上小游戏流量爆发的现象背后,最有价值的东西并不局限于流量本身。</p>\n<p>直接一点说,很多平台都在尝试流量转内容的运作手法,但B站有天然的内容生态,空有流量没有生态,在这里反而显得像异类。如今,B站上所有企业号里过百万粉丝的游戏账号,已经超过了20个,在所有行业里遥遥领先。</p>\n<p><img src=\"https://img.36krcdn.com/20220426/v2_aca82a875a004422be38df58ba269d8a_img_000\"/></p>\n<p>如果竞争维度仅局限在纯流量级别,势必会导致同质化、加价、成本走高。但毕竟B站更像是一个内容型社区,厂商拿到流量后,也可以用于构建社区阵地,此后只要内容跟得上,短期的流量,就有可能固定和转化为自己的长期红利。</p>\n<p>换个角度来看,如果从App的角度出发,要在众多竞品当中构建自身的流量阵地,显然,投入的研发成本、团队规模、技术积累,就完全等同于做一款一线产品的量级,其难度只会越来越高。</p>\n<p>而小游戏这波爆发,其实是用差异化的体验,提供了一个低成本的新机会入口,方便产品去触及用户。既然开局就具备差异化的优势,那么拿到流量也更容易快速构建阵地,所以通过差异化、多元化的内容在B站扎根,把短期红利转化成长期阵地,才是这场红利背后真正的价值所在</p>\n<p>本文来自微信公众号 “游戏葡萄”(ID:youxiputao),作者:依光流,<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p></div></body></html>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>短短一个月近百款产品排队入局,B站上又冒出个意想不到的蓝海</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n短短一个月近百款产品排队入局,B站上又冒出个意想不到的蓝海\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 08:18 北京时间 <a href=https://36kr.com/p/1715587774886657><strong>游戏葡萄</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前不久,葡萄君报道了微信小游戏现在的逆势增长,随后进一步观察下来,发现这个领域增长起来的影响力,远比我想象的要大。\n最近跟从业者交流时得知,微信小游戏在B站的投放热度高得出奇,在3月中旬,B站开放了微信小游戏广告投放入口,短短一个月的时间,小游戏的投放消耗量就不断翻番,增速极快。\n由于这个投放入口刚开放,小游戏CP最早还是观望居多,但在个别产品尝到甜头以后,越来越多的产品马上跟进,也是在过去的...</p>\n\n<a href=\"https://36kr.com/p/1715587774886657\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1587":"次新股","BK4503":"景林资产持仓","BILI":"哔哩哔哩","BK4510":"在线教育","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","BK4513":"直播概念","BK1608":"元宇宙概念","BK4554":"元宇宙及AR概念","BK1575":"同股不同权","BK4531":"中概回港概念","09626":"哔哩哔哩-W","BK4509":"腾讯概念","BK4566":"资本集团","BK1588":"回港中概股","BK4577":"网络游戏","BK1104":"互动家庭娱乐","BK4526":"热门中概股"},"source_url":"https://36kr.com/p/1715587774886657","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230981436","content_text":"前不久,葡萄君报道了微信小游戏现在的逆势增长,随后进一步观察下来,发现这个领域增长起来的影响力,远比我想象的要大。\n最近跟从业者交流时得知,微信小游戏在B站的投放热度高得出奇,在3月中旬,B站开放了微信小游戏广告投放入口,短短一个月的时间,小游戏的投放消耗量就不断翻番,增速极快。\n由于这个投放入口刚开放,小游戏CP最早还是观望居多,但在个别产品尝到甜头以后,越来越多的产品马上跟进,也是在过去的一个月内,已经有超过50款产品接入,另外还有近50款产品正在排队。\n这可能有点不符合行业对B站的固有印象。毕竟提起B站与游戏,大家都会联想到App端产品,而这次不一样了,B站扮演了更接近广告平台的角色。但比起这个,我更在意的是为什么小游戏在B站做投放的起速能这么快,这背后到底踩中了B站这个庞大生态里的什么机会点?\n最重要的是,这波红利能持续多久?\n01 存量市场里,一个月就崛起的新蓝海\nB站其实自2017年以后就开始尝试商业化广告业务,但由于B站的内容社区调性独特,这种尝试非常谨慎。过去几年,仔细观察能看到B站逐步开放一些广告位,同时慢慢接入来自不同行业的广告。\n与此同时,B站商业化广告的游戏版块相对特殊,不同于传统媒体平台以效果广告为起点的发展路线,由于B站本身就有庞大的游戏内容生态,所以这个版块的广告形式,也是从内容营销的方向,逐渐过渡到纯效果广告。\n很显然,小游戏广告就属于这条延长线上的一个新尝试。\n据了解,今年3月中旬,B站开放了针对微信小游戏的广告入口。具体来说,投放路径首先从B站的信息流广告素材进入,跳转到游戏落地页,此后可以直接吊起微信小游戏。可以看到,目前B站开放的投放链路比较简洁直观,实际上手体验了以后,我的感受也是相对顺滑的。\n\n比较在意的地方,就是落地页。因为通常来说,主流小游戏广告是不会加入这个页面的,毕竟多了一个跳转环节,效果就会多下降一截。在我看来,这或许也是B站作为内容平台表现出来的谨慎举措,毕竟B站用户并不一定认同点击即打开的侵扰式广告体验,这个页面也能起到缓冲情绪和保留用户体验的作用。\n但即便加了这一道门槛,B站小游戏广告的收效还是大大超出了圈内人的预期。\n据了解,B站开放小游戏入口的时候,头一批只有两三款产品入局尝试,随后也陆续有产品加入,不过在开放的头两周里,更多是在跑接入的流程。但小游戏收效快,马上就有三五款产品拿到了很好的效果。\n比如《零界战线》这款产品就是一个典型。它在B站的起量速度非常快,只用3天就完成了数据建模。更重要的是,它的付费效果也很好,比厂商原本的首日付费预期目标,高出了30%以上。\n\n《零界战线》\n看到有产品做出了意料之外的效果,马上就有更多产品跟进。于是在接下来的两周里,开始在B站投放的小游戏量级就突破了两位数,迅速攀升至超过50款的量级。而且我了解到,不光这么多产品在投,现在还有近50款产品正在排队接入。\n可以说,小游戏厂商,如今正在抢着进入B站这个蓝海。最根本的原因不用多说,自然是拿到了相对大盘更好的收效。\n02 为什么小游戏能在B站做爆?\n这个问题可以说非常关键。我们都知道,B站是一个天然的游戏用户聚集地,但普遍认知里,B站上的游戏一直以偏核心、偏重度的为主,比如提到二次元,我们能立马联想到的,就是《原神》《崩坏3》《明日方舟》这类在B站上成功崛起的重度游戏。\n小游戏就不一样了,即点即玩小游戏要做大市场,势必要发挥它快速吸引用户的病毒传播能力,所以我们更容易联想到如短视频、私域社交这些承载形式和传播链路。同时,快速迭代的小游戏,也与需要沉淀的B站生态,有着相反的运作节奏。\n这两者乍看之下似乎并不合拍。但现实情况是不仅合得来,效果还好得出人意料,那势必有其深层次的原因。在我看来,可以从产品属性层面和流量生态层面找到答案:\n从产品属性层面看,小游戏是填补用户诉求的一种形态。\n剥开小游戏的外壳,这类产品提供的是更简单、直接、快节奏、强反馈的乐趣体验。这种性质的体验很早就在B站流行,并且在每个时期都不过时。对于年轻人而言,只要内容本身是符合其消费观和使用场景的,大家就愿意去关注和消费。\n比如去年7月中旬一款叫做《Pico Park》的多人闯关的休闲游戏就在B站大火,诸多头部、中部游戏主播都进行了尝试,节目效果极佳。这并非传统意义上的高品质大作,但它带来的轻松体验,也是B站用户喜闻乐见的东西。\n\n回过头来看,现在很多投放效果好的小游戏,都是切中了B站用户的体验空白区。比如更简单一些的二次元卡牌游戏,即便没有App端产品那么高品质,但轻养成的体验也受到了一些用户的认可。又如放置类游戏,也解决了B站部分用户过去玩游戏时总是又肝又氪的问题,因此收效也可观。\n现如今,小游戏的品质也在不断提升,部分产品不仅卖相,玩法、体验、系统等各方面也在向App产品靠拢,可以说品质达到一个基准线以后,有了体验的互补,才使得小游戏顺利成为B站用户的可选项之一。\n再从流量层面看,伴随B站自身多元化的发展走势,用户的游戏诉求也在多元化。\n从近几年的数据来看,B站是少有的仍保持可观用户增速的互联网平台。去年第四季度,B站月均活跃用户达2.72亿,移动端月均活跃用户达2.52亿,均实现35%的同比增长,而且在过去的3年里,B站的用户规模增长了超过1倍。\n这样的大盘增速之下,站内多元化分层是必然的趋势,类比B站用户对多元化视频内容的诉求规模和走势,可以推测,在游戏品类,相同的局面也在上演。以往细分赛道可能用户规模不够大,但经过积累,势必会出现足以支撑产品成绩的节点。\n如今小游戏领域的崛起,已经证明了这类足以运作的赛道正在变多。那么只要主站的增长趋势还在,这些赛道就有足够的活水,来保证其持续形成红利并运转下去。\n结合来看,现在B站的小游戏土壤或许到了一个潜力足以质变的节点,所以才能在入口开放之后,迅速验证效果,并实现多产品入局、做大的整体爆发势头。\n03 真正的价值不局限于效果\n看到这里可能还是有人想问:这波红利能持续多久?言下之意,会不会像投放大盘那样,随着入局者变多,竞争加剧、成本抬高,导致很快利润下滑、红利消退?\n如果从纯流量运作的角度来看,我也会提出相同的质疑。但因为经常观察B站的生态,我想说恐怕很难用衡量传统流量平台的思路去评估B站。其核心原因就在于,B站是以内容为根基形成生态的平台,而非流量主导的平台。\n首先,这个根本立场决定了B站开放流量的态度是谨慎的,从他们这次的动作里也能推测一二,换句话说,B站流量的开放将会是一个持续放宽的过程。现在的广告入口、链路、形态,到人群包的细化、投放的优化,都可能持续变化,持续产生红利。\n其次,内容主导,意味着B站的出发点跟流量型平台是相反的,了解B站的宣发生态链就知道,他们打一开始就具备完整的内容型营销链路,效果广告其实只是这个链路中的很小的一个环节。这个环节产生的红利,远比不上调度整个链路产生的红利。\n然后,微信小游戏只是B站开放流量的一种尝试,而这种尝试始终是为了填补生态当中的空白区间,而要填补生态空白,需要具备的就是多元化的产品和打法。如今产品和平台都在摸索,甚至凭借对B站的固有印象去运作,但距离多元化还很远,真正的红利天花板恐怕还没触及。\n所以在我看来,B站上小游戏流量爆发的现象背后,最有价值的东西并不局限于流量本身。\n直接一点说,很多平台都在尝试流量转内容的运作手法,但B站有天然的内容生态,空有流量没有生态,在这里反而显得像异类。如今,B站上所有企业号里过百万粉丝的游戏账号,已经超过了20个,在所有行业里遥遥领先。\n\n如果竞争维度仅局限在纯流量级别,势必会导致同质化、加价、成本走高。但毕竟B站更像是一个内容型社区,厂商拿到流量后,也可以用于构建社区阵地,此后只要内容跟得上,短期的流量,就有可能固定和转化为自己的长期红利。\n换个角度来看,如果从App的角度出发,要在众多竞品当中构建自身的流量阵地,显然,投入的研发成本、团队规模、技术积累,就完全等同于做一款一线产品的量级,其难度只会越来越高。\n而小游戏这波爆发,其实是用差异化的体验,提供了一个低成本的新机会入口,方便产品去触及用户。既然开局就具备差异化的优势,那么拿到流量也更容易快速构建阵地,所以通过差异化、多元化的内容在B站扎根,把短期红利转化成长期阵地,才是这场红利背后真正的价值所在\n本文来自微信公众号 “游戏葡萄”(ID:youxiputao),作者:依光流,36氪经授权发布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618243455,"gmtCreate":1651067197385,"gmtModify":1651067197385,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/FFIE 20230120 10.0 CALL\">$FFIE 20230120 10.0 CALL$ </a>Cool!","listText":"<a href=\"https://laohu8.com/OPT/FFIE 20230120 10.0 CALL\">$FFIE 20230120 10.0 CALL$ </a>Cool!","text":"$FFIE 20230120 10.0 CALL$ Cool!","images":[{"img":"https://static.tigerbbs.com/be9c1179e0a1d33442e0643843273e70","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618243455","isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":618875607,"gmtCreate":1650982602308,"gmtModify":1650982602308,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>踩踏了 [笑哭] ","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>踩踏了 [笑哭] ","text":"$Faraday Future(FFIE)$踩踏了 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Future(FFIE)$一起窒息","images":[{"img":"https://static.tigerbbs.com/b244968ac92d591012e3660de21a116f","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":124,"commentSize":50,"repostSize":0,"link":"https://laohu8.com/post/847292502","isVote":1,"tweetType":1,"viewCount":7102,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498506275435960","authorId":"3498506275435960","name":"speedcis","avatar":"https://static.tigerbbs.com/84c07b1b30e30dc71438b5b78e6580a3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3498506275435960","authorIdStr":"3498506275435960"},"content":"贾老板有没有技术,如果有未来不止这点市值吧?","text":"贾老板有没有技术,如果有未来不止这点市值吧?","html":"贾老板有没有技术,如果有未来不止这点市值吧?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874803142,"gmtCreate":1637751130515,"gmtModify":1637762524181,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>窒息","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>窒息","text":"$Faraday Future(FFIE)$窒息","images":[{"img":"https://static.tigerbbs.com/3aac169631e4f0f24238fdc59429414d","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":120,"commentSize":39,"repostSize":0,"link":"https://laohu8.com/post/874803142","isVote":1,"tweetType":1,"viewCount":9620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":890982044,"gmtCreate":1628076335788,"gmtModify":1628081725384,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"htmlText":"剑指高端化,贾跃亭的FF有戏吗? 当被问及是否回国时,贾跃亭再一次给出了肯定的答案,而这次的背景是法拉第未来(FF)<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>在历经艰辛后终于成功挂牌纳斯达克。这似乎给了背负90亿巨债的贾跃亭一些底气,但从上市以来,法拉第未来在股市上的表现并不算好,总市值也已经跌破40亿美元。 回到法拉第未来本身来说,虽然FF 91还没有彻底落地,但是根据法拉第未来官方的消息,首批限量的300台已经全部售罄。而这台定价超过百万元的新能源汽车,也指明了法拉第未来不同于其他品牌的战略。 主打高端化,是法拉第未来现阶段的核心战略。作为唯一一款车型,FF 91这台一直停留在PPT中的电动汽车,从2017年就一直牵动着不少人的心思,在屡次跳票之后,终于算是走入了现实。而通过这款车的方方面面,也足以看到法拉第未来的高端化定位。 第一个方面来自于产品方面。从法拉第未来公布的消息可知,FF 91的定价是18万美元起步,折合人民币已经超过百万,这在一众新能源汽车势力中是独树一帜的。就连主打高端化的蔚来,最贵的车型ES8最高定价也不过五十六万元。 另外是FF 91拥有较高的性能。法拉第未来的FF 91 Futurist车型拥有行业领先的1050匹马力、业内最大的搭载浸没式液态电池冷却技术的130千瓦时电池组、2017年全球首发的三电机电动矢量扭矩,保证了百公里加速只有2.39秒。另外支持车内视频会议系统、智能","listText":"剑指高端化,贾跃亭的FF有戏吗? 当被问及是否回国时,贾跃亭再一次给出了肯定的答案,而这次的背景是法拉第未来(FF)<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>在历经艰辛后终于成功挂牌纳斯达克。这似乎给了背负90亿巨债的贾跃亭一些底气,但从上市以来,法拉第未来在股市上的表现并不算好,总市值也已经跌破40亿美元。 回到法拉第未来本身来说,虽然FF 91还没有彻底落地,但是根据法拉第未来官方的消息,首批限量的300台已经全部售罄。而这台定价超过百万元的新能源汽车,也指明了法拉第未来不同于其他品牌的战略。 主打高端化,是法拉第未来现阶段的核心战略。作为唯一一款车型,FF 91这台一直停留在PPT中的电动汽车,从2017年就一直牵动着不少人的心思,在屡次跳票之后,终于算是走入了现实。而通过这款车的方方面面,也足以看到法拉第未来的高端化定位。 第一个方面来自于产品方面。从法拉第未来公布的消息可知,FF 91的定价是18万美元起步,折合人民币已经超过百万,这在一众新能源汽车势力中是独树一帜的。就连主打高端化的蔚来,最贵的车型ES8最高定价也不过五十六万元。 另外是FF 91拥有较高的性能。法拉第未来的FF 91 Futurist车型拥有行业领先的1050匹马力、业内最大的搭载浸没式液态电池冷却技术的130千瓦时电池组、2017年全球首发的三电机电动矢量扭矩,保证了百公里加速只有2.39秒。另外支持车内视频会议系统、智能","text":"剑指高端化,贾跃亭的FF有戏吗? 当被问及是否回国时,贾跃亭再一次给出了肯定的答案,而这次的背景是法拉第未来(FF)$Faraday Future(FFIE)$在历经艰辛后终于成功挂牌纳斯达克。这似乎给了背负90亿巨债的贾跃亭一些底气,但从上市以来,法拉第未来在股市上的表现并不算好,总市值也已经跌破40亿美元。 回到法拉第未来本身来说,虽然FF 91还没有彻底落地,但是根据法拉第未来官方的消息,首批限量的300台已经全部售罄。而这台定价超过百万元的新能源汽车,也指明了法拉第未来不同于其他品牌的战略。 主打高端化,是法拉第未来现阶段的核心战略。作为唯一一款车型,FF 91这台一直停留在PPT中的电动汽车,从2017年就一直牵动着不少人的心思,在屡次跳票之后,终于算是走入了现实。而通过这款车的方方面面,也足以看到法拉第未来的高端化定位。 第一个方面来自于产品方面。从法拉第未来公布的消息可知,FF 91的定价是18万美元起步,折合人民币已经超过百万,这在一众新能源汽车势力中是独树一帜的。就连主打高端化的蔚来,最贵的车型ES8最高定价也不过五十六万元。 另外是FF 91拥有较高的性能。法拉第未来的FF 91 Futurist车型拥有行业领先的1050匹马力、业内最大的搭载浸没式液态电池冷却技术的130千瓦时电池组、2017年全球首发的三电机电动矢量扭矩,保证了百公里加速只有2.39秒。另外支持车内视频会议系统、智能","images":[{"img":"https://static.tigerbbs.com/2cb065079059f56378b632c0b9c54620","width":"1440","height":"1080"},{"img":"https://static.tigerbbs.com/03f61f226e24e32a7deee65ca6a52ff5","width":"2048","height":"1536"},{"img":"https://static.tigerbbs.com/47747a7955730bcacc68818c3b2bf14d","width":"1024","height":"666"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":26,"commentSize":29,"repostSize":1,"link":"https://laohu8.com/post/890982044","isVote":1,"tweetType":1,"viewCount":37594,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274732372511","authorId":"3479274732372511","name":"黄老怪","avatar":"https://static.tigerbbs.com/8d01265730fbb9a0b9e195d51c4c1680","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274732372511","authorIdStr":"3479274732372511"},"content":"这个股最好还是不要碰吧。虽然现在贾老板没啥话语权,但一朝被蛇咬十年怕井绳啊","text":"这个股最好还是不要碰吧。虽然现在贾老板没啥话语权,但一朝被蛇咬十年怕井绳啊","html":"这个股最好还是不要碰吧。虽然现在贾老板没啥话语权,但一朝被蛇咬十年怕井绳啊"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":979470820,"gmtCreate":1598348569660,"gmtModify":1704218433033,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"title":"《聊聊我所知道的蔚来轿车的秘密》","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 1:之前的ET7,也基本是ET Preview的样子,在内部被否了,大家觉得成本太高,开放难度也太大,之前的资金也不太够,就停了。 2:现在的轿车项目比之前的要小,在这里先叫它ET5吧,但不知道最后蔚来官方会如何命名。也在NP2的全新平台上做的,之前SUV一直没有解决的网关断网问题,这次终于可以得到解决。 3:一个最大的难度就是电池的厚度问题,之前的电池厚度在轿车上不行,但这个问题幸好现在已经解决了。续航也能有500左右,最大的版本估计会超过600,但会晚一点上。 4:内饰蔚来找了一些核心车主去看了,还没给媒体看,用的是整个贯通的大连屏,成本其实还挺高的,对蔚来一直很弱的软件,HMI也是一个很大的挑战。我个人估计ET5到时候最大的吐槽会和ES8一代一样,是软件部分。 5:自动驾驶的硬件会全面升级,基本上用到了地球上能买到的最高的配置,之前这样做的是小鹏P7,现在蔚来轿车会超过它,总是有后发的优势嘛。 6:内饰的豪华度这是蔚来的强项,你们到时候NIO DAY看了图后,会觉得现在的比亚迪汉,小鹏P7真心都是渣渣。特斯拉M3的销量会遇到一点阻击,虽然这台车的价格会在40左右,但BAAS后,也在30出头,基本就在特斯拉M3的长续航和P版的区间里。两者一比,一个天上,一个地下好吧。 7:现在这台车最大的问题就是研发进度,还是很吃力,蔚来研发团队又要应付搬去合肥的事情,精力有一点分散,人心也有一点动摇。现在有一点延迟了,预计这台车不会像之前蔚来的车一样,年底发布第二年年中就交付。我个人预计,最乐观也要到明年第三季度了,不排除拖到年底。着急买车的人,最好有心理准备! 车是好车,基本算明年最完美的一台电动车了吧,超过领克那台!但大家要有耐心!有问题随时艾特 转自","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 1:之前的ET7,也基本是ET Preview的样子,在内部被否了,大家觉得成本太高,开放难度也太大,之前的资金也不太够,就停了。 2:现在的轿车项目比之前的要小,在这里先叫它ET5吧,但不知道最后蔚来官方会如何命名。也在NP2的全新平台上做的,之前SUV一直没有解决的网关断网问题,这次终于可以得到解决。 3:一个最大的难度就是电池的厚度问题,之前的电池厚度在轿车上不行,但这个问题幸好现在已经解决了。续航也能有500左右,最大的版本估计会超过600,但会晚一点上。 4:内饰蔚来找了一些核心车主去看了,还没给媒体看,用的是整个贯通的大连屏,成本其实还挺高的,对蔚来一直很弱的软件,HMI也是一个很大的挑战。我个人估计ET5到时候最大的吐槽会和ES8一代一样,是软件部分。 5:自动驾驶的硬件会全面升级,基本上用到了地球上能买到的最高的配置,之前这样做的是小鹏P7,现在蔚来轿车会超过它,总是有后发的优势嘛。 6:内饰的豪华度这是蔚来的强项,你们到时候NIO DAY看了图后,会觉得现在的比亚迪汉,小鹏P7真心都是渣渣。特斯拉M3的销量会遇到一点阻击,虽然这台车的价格会在40左右,但BAAS后,也在30出头,基本就在特斯拉M3的长续航和P版的区间里。两者一比,一个天上,一个地下好吧。 7:现在这台车最大的问题就是研发进度,还是很吃力,蔚来研发团队又要应付搬去合肥的事情,精力有一点分散,人心也有一点动摇。现在有一点延迟了,预计这台车不会像之前蔚来的车一样,年底发布第二年年中就交付。我个人预计,最乐观也要到明年第三季度了,不排除拖到年底。着急买车的人,最好有心理准备! 车是好车,基本算明年最完美的一台电动车了吧,超过领克那台!但大家要有耐心!有问题随时艾特 转自","text":"$蔚来(NIO)$ 1:之前的ET7,也基本是ET Preview的样子,在内部被否了,大家觉得成本太高,开放难度也太大,之前的资金也不太够,就停了。 2:现在的轿车项目比之前的要小,在这里先叫它ET5吧,但不知道最后蔚来官方会如何命名。也在NP2的全新平台上做的,之前SUV一直没有解决的网关断网问题,这次终于可以得到解决。 3:一个最大的难度就是电池的厚度问题,之前的电池厚度在轿车上不行,但这个问题幸好现在已经解决了。续航也能有500左右,最大的版本估计会超过600,但会晚一点上。 4:内饰蔚来找了一些核心车主去看了,还没给媒体看,用的是整个贯通的大连屏,成本其实还挺高的,对蔚来一直很弱的软件,HMI也是一个很大的挑战。我个人估计ET5到时候最大的吐槽会和ES8一代一样,是软件部分。 5:自动驾驶的硬件会全面升级,基本上用到了地球上能买到的最高的配置,之前这样做的是小鹏P7,现在蔚来轿车会超过它,总是有后发的优势嘛。 6:内饰的豪华度这是蔚来的强项,你们到时候NIO DAY看了图后,会觉得现在的比亚迪汉,小鹏P7真心都是渣渣。特斯拉M3的销量会遇到一点阻击,虽然这台车的价格会在40左右,但BAAS后,也在30出头,基本就在特斯拉M3的长续航和P版的区间里。两者一比,一个天上,一个地下好吧。 7:现在这台车最大的问题就是研发进度,还是很吃力,蔚来研发团队又要应付搬去合肥的事情,精力有一点分散,人心也有一点动摇。现在有一点延迟了,预计这台车不会像之前蔚来的车一样,年底发布第二年年中就交付。我个人预计,最乐观也要到明年第三季度了,不排除拖到年底。着急买车的人,最好有心理准备! 车是好车,基本算明年最完美的一台电动车了吧,超过领克那台!但大家要有耐心!有问题随时艾特 转自","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":12,"commentSize":28,"repostSize":10,"link":"https://laohu8.com/post/979470820","isVote":1,"tweetType":1,"viewCount":20113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555670024093008","authorId":"3555670024093008","name":"幸运的卢克","avatar":"https://static.tigerbbs.com/857addad447989023edc1a245d2b990c","crmLevel":4,"crmLevelSwitch":0,"idStr":"3555670024093008","authorIdStr":"3555670024093008"},"content":"现在都还是猜测和传言,具体的就拭目以待吧","text":"现在都还是猜测和传言,具体的就拭目以待吧","html":"现在都还是猜测和传言,具体的就拭目以待吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140277726,"gmtCreate":1625664898365,"gmtModify":1625666215772,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>投资瑞幸的基本逻辑。1.品牌初步建立。在年轻一代中有一定知名度,标签:平价亲民;2.网点布局庞大。全国5200余家店面,占据优势点位(多为小店面,租金低,地理位置好);3.单一门店质量高。单店员工数量少,出杯速度快,很效率。上层通过关闭亏损门店等调整,相信筛选剩下的门店单店盈利率会很高(调研周边单一门店,生意很火爆);4.重研发创新。产品爆品不断,如去年的厚乳,今年的生椰;5.互联网基因。打法多样多变,注重营销及用户体验,利用多元化方式进行营销宣传。注重食品安全监管,一个食品卫生质量投诉,瑞幸北京总部监督食品安全的工作人员会直接给你一个电话询问情况。瑞幸App使用率很高,远程点单很方便;6.咖啡赛道开始变热。manner等精品咖啡相继入局,但目前规模化能力与瑞幸差距很大,但估值超过瑞幸,瑞幸可能被低估。7.盈利可期。咖啡赛道不像茶饮料,虽然二者都有成瘾性,但原味拿铁我可以天天喝,但桃子味的喜茶天天喝我会腻,今天想桃子,明天想西瓜。咖啡成本控制比茶饮简单粗暴得多,咖啡豆不易变质,茶饮中各类先果茶易变质,门店多了,成本控制困难(售罄的生椰拿铁就是个例子,一是确实是爆款,但售罄的问题其实是可以通过加大生椰供应量来解决的,但瑞幸没有,可见瑞幸营销以及成本控制功底可见一斑。8.存在的风险。我对瑞幸实体经营很有信心,目前风险大多在于粉单的风险,以及历史遗留的一堆债务、诉讼等。如果瑞幸解决上述问题重回主板,价格合适的话,相信一定是个好的投资标的。(随便发发牢骚,很多东西也不够深刻,也没有数据支持。如有不同意见,请批评指正!)[鼓掌] [鼓掌] [鼓掌] ","listText":"<a 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","text":"$瑞幸咖啡(LKNCY)$投资瑞幸的基本逻辑。1.品牌初步建立。在年轻一代中有一定知名度,标签:平价亲民;2.网点布局庞大。全国5200余家店面,占据优势点位(多为小店面,租金低,地理位置好);3.单一门店质量高。单店员工数量少,出杯速度快,很效率。上层通过关闭亏损门店等调整,相信筛选剩下的门店单店盈利率会很高(调研周边单一门店,生意很火爆);4.重研发创新。产品爆品不断,如去年的厚乳,今年的生椰;5.互联网基因。打法多样多变,注重营销及用户体验,利用多元化方式进行营销宣传。注重食品安全监管,一个食品卫生质量投诉,瑞幸北京总部监督食品安全的工作人员会直接给你一个电话询问情况。瑞幸App使用率很高,远程点单很方便;6.咖啡赛道开始变热。manner等精品咖啡相继入局,但目前规模化能力与瑞幸差距很大,但估值超过瑞幸,瑞幸可能被低估。7.盈利可期。咖啡赛道不像茶饮料,虽然二者都有成瘾性,但原味拿铁我可以天天喝,但桃子味的喜茶天天喝我会腻,今天想桃子,明天想西瓜。咖啡成本控制比茶饮简单粗暴得多,咖啡豆不易变质,茶饮中各类先果茶易变质,门店多了,成本控制困难(售罄的生椰拿铁就是个例子,一是确实是爆款,但售罄的问题其实是可以通过加大生椰供应量来解决的,但瑞幸没有,可见瑞幸营销以及成本控制功底可见一斑。8.存在的风险。我对瑞幸实体经营很有信心,目前风险大多在于粉单的风险,以及历史遗留的一堆债务、诉讼等。如果瑞幸解决上述问题重回主板,价格合适的话,相信一定是个好的投资标的。(随便发发牢骚,很多东西也不够深刻,也没有数据支持。如有不同意见,请批评指正!)[鼓掌] [鼓掌] [鼓掌]","images":[{"img":"https://static.tigerbbs.com/b248bf6d81bb70956257044a9ec9d3b4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":16,"commentSize":3,"repostSize":7,"link":"https://laohu8.com/post/140277726","isVote":1,"tweetType":1,"viewCount":24153,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491305983861601","authorId":"3491305983861601","name":"佛系招财猫","avatar":"https://static.tigerbbs.com/2264a50cf50ac4f5e2f753130f209a2a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3491305983861601","authorIdStr":"3491305983861601"},"content":"脚踏实地做事才有未来","text":"脚踏实地做事才有未来","html":"脚踏实地做事才有未来"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":137593583,"gmtCreate":1622358245842,"gmtModify":1622395254781,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"htmlText":"<a 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