一步遥的个人主页 - 老虎社区

一步遥

一步遥

暂无个人介绍

IP属地：湖南

23关注

3粉丝

1主题

0勋章

2022-10-22

$奈飞(NFLX)$下季度不公布订阅数，真鸡贼。这季度新增一百万来自于印太，本来就不是好信号。且看它飞升，再飞升一会儿就可空了。

2022-03-23

$EHang Holdings Ltd(EH)$严查航空安全事项，随时爆雷，还不来做空

2022-03-19

$Occidental(OXY)$伊朗核协议有望48h内达成[ShakeHands]

2022-02-08

$Exxon Mobil(XOM)$为了股东的利益，让油价起飞，通胀是无需关心的

2022-01-28

$Roku Inc(ROKU)$short until 75

2021-11-29

MTTR is fine, whereas IMMR is dead.

抱歉，原内容已删除

2021-03-08

$中手游(00302)$九野安卓正上架，能否扭转颓势

2021-03-01

$IGG(00799)$这股没有上涨的动力，9块以上都不考虑接入

2021-02-19

$心动公司(02400)$心动没有技术壁垒，缺乏核心竞争力。其他渠道商只要稍稍让点利给大厂，心动就尴尬了。而小厂在当今游戏生态下日趋式微，不能永远依靠他们苟活的。

2021-02-18

二级市场动作太大，吸引了传统渠道商的注意，心动的信仰不太稳固

@科技新知:想当黄四郎的TapTap，难革渠道的命

2021-02-18

$亿航智能(EH)$长期持有，不要怕，兄弟们

2021-02-12

$老虎证券(TIGR)$跟昨天一样一样的

2021-01-25

$心动公司(02400)$每天都是高开低走，有意思( ¬､¬)

2021-01-12

$油气开采指数ETF-SPDR S&P(XOP)$这个筹码分布不就是介绍里的双峰吗，怎么这么没人气。。。

2021-01-11

已入股，坐等翻倍

抱歉，原内容已删除

去老虎APP查看更多动态

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75","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639261122","isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634763271,"gmtCreate":1647690592186,"gmtModify":1647690592186,"author":{"id":"3545039138100673","authorId":"3545039138100673","name":"一步遥","avatar":"https://static.tigerbbs.com/ee6bb0e3e89ead86cf17c9d0d72114ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545039138100673","authorIdStr":"3545039138100673"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$Occidental(OXY)$</a>伊朗核协议有望48h内达成[ShakeHands]&nbsp;","listText":"<a href=\"https://laohu8.com/S/OXY\">$Occidental(OXY)$</a>伊朗核协议有望48h内达成[ShakeHands]&nbsp;","text":"$Occidental(OXY)$伊朗核协议有望48h内达成[ShakeHands]","images":[{"img":"https://static.tigerbbs.com/ccd3b08193d262fd5b65d93c6aa1e6df","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634763271","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633499764,"gmtCreate":1644257314983,"gmtModify":1644257314983,"author":{"id":"3545039138100673","authorId":"3545039138100673","name":"一步遥","avatar":"https://static.tigerbbs.com/ee6bb0e3e89ead86cf17c9d0d72114ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545039138100673","authorIdStr":"3545039138100673"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XOM\">$Exxon Mobil(XOM)$</a>为了股东的利益，让油价起飞，通胀是无需关心的","listText":"<a href=\"https://laohu8.com/S/XOM\">$Exxon Mobil(XOM)$</a>为了股东的利益，让油价起飞，通胀是无需关心的","text":"$Exxon Mobil(XOM)$为了股东的利益，让油价起飞，通胀是无需关心的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633499764","isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600541728,"gmtCreate":1638178878437,"gmtModify":1638178878437,"author":{"id":"3545039138100673","authorId":"3545039138100673","name":"一步遥","avatar":"https://static.tigerbbs.com/ee6bb0e3e89ead86cf17c9d0d72114ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545039138100673","authorIdStr":"3545039138100673"},"themes":[],"htmlText":"MTTR is fine, whereas IMMR is dead.","listText":"MTTR is fine, whereas IMMR is dead.","text":"MTTR is fine, whereas IMMR is dead.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600541728","repostId":"2186263563","repostType":2,"repost":{"id":"2186263563","pubTimestamp":1638154980,"share":"https://www.laohu8.com/m/news/2186263563?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"2 Under-the-Radar Metaverse Stocks That Could Make You a Fortune","url":"https://stock-news.laohu8.com/highlight/detail?id=2186263563","media":"Motley Fool","summary":"These companies aren't as well-known as Meta Platforms and Nvidia. But they could be key players in the metaverse.","content":"<p>Metaverse millionaire has a nice ring to it, doesn't it? There probably will be some investors who become millionaires if the metaverse delivers on its potential.</p>\n<p>Several metaverse stocks are receiving the most attention right now. Obviously, <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (NASDAQ:FB), formerly known as Facebook, could be a huge winner. The company is pouring billions of dollars into its development efforts. <b>Nvidia</b>,&nbsp;<b>Unity Software</b>, and&nbsp;<b>Roblox</b>&nbsp;also are staking their claims to the metaverse.</p>\n<p>But there are some less-prominent companies that could be big winners. Here are two under-the-radar metaverse stocks that could make you a fortune.</p>\n<h2>1. Matterport</h2>\n<p>Some envision the metaverse as a giant video game. However, a better way to think of it is as a new 3D virtual world that seems as real as the physical world. <b>Matterport</b> (NASDAQ:MTTR) stands out as <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that's helping to bring the physical world into the metaverse.</p>\n<p>Matterport's technology enables the creation of \"digital twins\" of physical spaces. Homes, apartments, offices, boats, and more can be virtually replicated. So far, Matterport has 6.2 million spaces under management -- more than 100 times the rest of the market combined.</p>\n<p>There are lots of applications for digital twins. Potential homeowners can take 3D tours of the houses they're considering. Designers can import digital twins into computer-aided design software to improve efficiency in building information modeling. Insurers can process claims faster with 3D models of property damage. And those use cases represent just the tip of the iceberg.</p>\n<p>Matterport estimates that its total addressable market tops $240 billion by focusing on these kinds of applications. But the company's opportunity could be even bigger than that by moving the physical world into the metaverse.</p>\n<p>It's already partnering with Meta Platforms in making 1,000 digital twins available in a dataset for academic, non-commercial uses. This data set is being used by researchers to teach robots and artificial-intelligence systems how to interact with the physical world.</p>\n<p>Matterport's technology could be key in uploading real-world buildings into the metaverse. With Meta Platforms CEO Mark Zuckerberg envisioning the ability to teleport anywhere in the metaverse, bringing the physical world into the metaverse seems to be important to his company's efforts.</p>\n<p>Although Matterport stock has more than doubled this year, the company's market cap is still around $6 billion. Even without the potential for the metaverse, Matterport should have plenty of room to run. But with the metaverse, this stock could be a really huge winner.</p>\n<h2>2. Immersion</h2>\n<p>Investors haven't fared so well with&nbsp;<b>Immersion</b> (NASDAQ:IMMR). The tech stock has lost nearly half of its value so far this year. But the metaverse could present a tremendous opportunity.</p>\n<p>The company is a pioneer in the development of haptic technology, which provides touch feedback to users. It holds more than 1,700 issued or pending patents for its haptic technology.</p>\n<p>Immersion's business model is to license its technology to manufacturers. Customers include automotive suppliers, gaming-device makers, and mobile-device makers. <b>Apple</b>, <b>Bosch</b>, <b>Google</b>, <b>Nintendo</b>, <b>Samsung</b>, <b>Sony</b>, and many other companies use Immersion's haptic systems.</p>\n<p>Haptic technology will likely be in high demand as the metaverse takes off within the next few years. There are other companies, including Meta Platforms, that will be major players in meeting that demand. However, Immersion's haptic expertise and broad intellectual property portfolio could give it a key advantage.</p>\n<p>The company's market cap is only around $200 million. Immersion could grow much larger if the rise of the metaverse serves as a major catalyst for haptic-technology licensing sales.</p>","source":"fool_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>2 Under-the-Radar Metaverse Stocks That Could Make You a Fortune</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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\n2 Under-the-Radar Metaverse Stocks That Could Make You a Fortune\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/28/2-under-the-radar-metaverse-stocks-that-could-make/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Metaverse millionaire has a nice ring to it, doesn't it? There probably will be some investors who become millionaires if the metaverse delivers on its potential.\nSeveral metaverse stocks are ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/2-under-the-radar-metaverse-stocks-that-could-make/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4548":"巴美列捷福持仓","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","IMMR":"浸入科技","MTTR":"Matterport, Inc.","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4508":"社交媒体"},"source_url":"https://www.fool.com/investing/2021/11/28/2-under-the-radar-metaverse-stocks-that-could-make/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186263563","content_text":"Metaverse millionaire has a nice ring to it, doesn't it? There probably will be some investors who become millionaires if the metaverse delivers on its potential.\nSeveral metaverse stocks are receiving the most attention right now. Obviously, Meta Platforms (NASDAQ:FB), formerly known as Facebook, could be a huge winner. The company is pouring billions of dollars into its development efforts. Nvidia, Unity Software, and Roblox also are staking their claims to the metaverse.\nBut there are some less-prominent companies that could be big winners. Here are two under-the-radar metaverse stocks that could make you a fortune.\n1. Matterport\nSome envision the metaverse as a giant video game. However, a better way to think of it is as a new 3D virtual world that seems as real as the physical world. Matterport (NASDAQ:MTTR) stands out as one company that's helping to bring the physical world into the metaverse.\nMatterport's technology enables the creation of \"digital twins\" of physical spaces. Homes, apartments, offices, boats, and more can be virtually replicated. So far, Matterport has 6.2 million spaces under management -- more than 100 times the rest of the market combined.\nThere are lots of applications for digital twins. Potential homeowners can take 3D tours of the houses they're considering. Designers can import digital twins into computer-aided design software to improve efficiency in building information modeling. Insurers can process claims faster with 3D models of property damage. And those use cases represent just the tip of the iceberg.\nMatterport estimates that its total addressable market tops $240 billion by focusing on these kinds of applications. But the company's opportunity could be even bigger than that by moving the physical world into the metaverse.\nIt's already partnering with Meta Platforms in making 1,000 digital twins available in a dataset for academic, non-commercial uses. This data set is being used by researchers to teach robots and artificial-intelligence systems how to interact with the physical world.\nMatterport's technology could be key in uploading real-world buildings into the metaverse. With Meta Platforms CEO Mark Zuckerberg envisioning the ability to teleport anywhere in the metaverse, bringing the physical world into the metaverse seems to be important to his company's efforts.\nAlthough Matterport stock has more than doubled this year, the company's market cap is still around $6 billion. Even without the potential for the metaverse, Matterport should have plenty of room to run. But with the metaverse, this stock could be a really huge winner.\n2. Immersion\nInvestors haven't fared so well with Immersion (NASDAQ:IMMR). The tech stock has lost nearly half of its value so far this year. But the metaverse could present a tremendous opportunity.\nThe company is a pioneer in the development of haptic technology, which provides touch feedback to users. It holds more than 1,700 issued or pending patents for its haptic technology.\nImmersion's business model is to license its technology to manufacturers. Customers include automotive suppliers, gaming-device makers, and mobile-device makers. Apple, Bosch, Google, Nintendo, Samsung, Sony, and many other companies use Immersion's haptic systems.\nHaptic technology will likely be in high demand as the metaverse takes off within the next few years. There are other companies, including Meta Platforms, that will be major players in meeting that demand. However, Immersion's haptic expertise and broad intellectual property portfolio could give it a key advantage.\nThe company's market cap is only around $200 million. 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href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a>九野安卓正上架，能否扭转颓势","text":"$中手游(00302)$九野安卓正上架，能否扭转颓势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320434683","isVote":1,"tweetType":1,"viewCount":1893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362050374,"gmtCreate":1614576918298,"gmtModify":1703478395570,"author":{"id":"3545039138100673","authorId":"3545039138100673","name":"一步遥","avatar":"https://static.tigerbbs.com/ee6bb0e3e89ead86cf17c9d0d72114ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545039138100673","authorIdStr":"3545039138100673"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>这股没有上涨的动力，9块以上都不考虑接入","listText":"<a href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>这股没有上涨的动力，9块以上都不考虑接入","text":"$IGG(00799)$这股没有上涨的动力，9块以上都不考虑接入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362050374","isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384668243,"gmtCreate":1613648570682,"gmtModify":1613648570682,"author":{"id":"3545039138100673","authorId":"3545039138100673","name":"一步遥","avatar":"https://static.tigerbbs.com/ee6bb0e3e89ead86cf17c9d0d72114ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545039138100673","authorIdStr":"3545039138100673"},"themes":[],"htmlText":"二级市场动作太大，吸引了传统渠道商的注意，心动的信仰不太稳固","listText":"二级市场动作太大，吸引了传统渠道商的注意，心动的信仰不太稳固","text":"二级市场动作太大，吸引了传统渠道商的注意，心动的信仰不太稳固","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384668243","repostId":"384857368","repostType":1,"repost":{"id":384857368,"gmtCreate":1613641435154,"gmtModify":1613643041121,"author":{"id":"3485411388986449","authorId":"3485411388986449","name":"科技新知","avatar":"https://static.tigerbbs.com/5be907dfd3ace5db41524b0eba317d68","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485411388986449","authorIdStr":"3485411388986449"},"themes":[],"title":"想当黄四郎的TapTap，难革渠道的命","htmlText":"科技新知原创，作者：伊页，编辑：向阳牛年的春节，属于疫后复苏的商业。经历了上一年寒冬的万马齐喑，今年的新春档营销大戏早在1月底就拉开了序幕。前有抖音、快手、百度的“比你多一亿”红包较劲，后有假期伊始，就在全平台刷屏的《王者荣耀春节贺岁片》。杨幂、宋茜、吴亦凡、易烊千玺、李现，五位国内“顶流”娱乐明星的联手，倘若同时出现在院线大荧幕上，亿元票房已是保底。一款上线长达五年有余的手机游戏产品，腾讯仍能豪气掷出王炸代言组合，瞄准的无疑是后疫情时代“就地过年”号召下，春节期间线上娱乐需求的爆发空间。假期前一周，国家新闻出版署公布了2021年度第一批游戏版号，结合券商预测的过年期间“宅经济”消费旺盛，港股手游板块持续活跃。其中心动公司大涨17%再度破顶，月内已飙涨45%，领先同行。但心动旗下的游戏产品系列，并无腾讯、网易《王者荣耀》《阴阳师》这样的自研大众IP，又没有米哈游、鹰角等新生代们二次元逆袭的破圈爆款。从P2P资源分享网站半路出家转型游戏的心动公司，发家之作《神仙道》和“现金牛”IP《仙境传说》都是来自代理授权，自身研发实力难以在一线中拔尖。跻身港股“四小龙”之列，与有赞、微盟、赤子城并驾齐驱，心动公司的估值逻辑早已不是一家简单的游戏研发商。近500亿市值的背后，是投资者对其旗下号称国内首屈一指的游戏社区TapTap寄予了厚望。从一个泯然业内的研发商，摇身一变为领先全国的平台社区，心动公司股价一年暴涨130%的秘密，还源于CEO黄一孟讲述的一个有关“渠道革命”的故事。过去的国内手游发行渠道，严重依赖于以华为为首的“硬核联盟”等硬件渠道商，动辄50%的分成比例让天下游戏研发商苦于渠道久矣。元旦期间华为与腾讯的应用商店纠纷“闪电战”，焦点也在于此。TapTap，则极有可能成为这个颠覆传统格局的革命者。姜文导演的电影《让子弹飞》讲述的就是一个革命者的故事，张麻子带领兄弟、群众推翻了鹅","listText":"科技新知原创，作者：伊页，编辑：向阳牛年的春节，属于疫后复苏的商业。经历了上一年寒冬的万马齐喑，今年的新春档营销大戏早在1月底就拉开了序幕。前有抖音、快手、百度的“比你多一亿”红包较劲，后有假期伊始，就在全平台刷屏的《王者荣耀春节贺岁片》。杨幂、宋茜、吴亦凡、易烊千玺、李现，五位国内“顶流”娱乐明星的联手，倘若同时出现在院线大荧幕上，亿元票房已是保底。一款上线长达五年有余的手机游戏产品，腾讯仍能豪气掷出王炸代言组合，瞄准的无疑是后疫情时代“就地过年”号召下，春节期间线上娱乐需求的爆发空间。假期前一周，国家新闻出版署公布了2021年度第一批游戏版号，结合券商预测的过年期间“宅经济”消费旺盛，港股手游板块持续活跃。其中心动公司大涨17%再度破顶，月内已飙涨45%，领先同行。但心动旗下的游戏产品系列，并无腾讯、网易《王者荣耀》《阴阳师》这样的自研大众IP，又没有米哈游、鹰角等新生代们二次元逆袭的破圈爆款。从P2P资源分享网站半路出家转型游戏的心动公司，发家之作《神仙道》和“现金牛”IP《仙境传说》都是来自代理授权，自身研发实力难以在一线中拔尖。跻身港股“四小龙”之列，与有赞、微盟、赤子城并驾齐驱，心动公司的估值逻辑早已不是一家简单的游戏研发商。近500亿市值的背后，是投资者对其旗下号称国内首屈一指的游戏社区TapTap寄予了厚望。从一个泯然业内的研发商，摇身一变为领先全国的平台社区，心动公司股价一年暴涨130%的秘密，还源于CEO黄一孟讲述的一个有关“渠道革命”的故事。过去的国内手游发行渠道，严重依赖于以华为为首的“硬核联盟”等硬件渠道商，动辄50%的分成比例让天下游戏研发商苦于渠道久矣。元旦期间华为与腾讯的应用商店纠纷“闪电战”，焦点也在于此。TapTap，则极有可能成为这个颠覆传统格局的革命者。姜文导演的电影《让子弹飞》讲述的就是一个革命者的故事，张麻子带领兄弟、群众推翻了鹅","text":"科技新知原创，作者：伊页，编辑：向阳牛年的春节，属于疫后复苏的商业。经历了上一年寒冬的万马齐喑，今年的新春档营销大戏早在1月底就拉开了序幕。前有抖音、快手、百度的“比你多一亿”红包较劲，后有假期伊始，就在全平台刷屏的《王者荣耀春节贺岁片》。杨幂、宋茜、吴亦凡、易烊千玺、李现，五位国内“顶流”娱乐明星的联手，倘若同时出现在院线大荧幕上，亿元票房已是保底。一款上线长达五年有余的手机游戏产品，腾讯仍能豪气掷出王炸代言组合，瞄准的无疑是后疫情时代“就地过年”号召下，春节期间线上娱乐需求的爆发空间。假期前一周，国家新闻出版署公布了2021年度第一批游戏版号，结合券商预测的过年期间“宅经济”消费旺盛，港股手游板块持续活跃。其中心动公司大涨17%再度破顶，月内已飙涨45%，领先同行。但心动旗下的游戏产品系列，并无腾讯、网易《王者荣耀》《阴阳师》这样的自研大众IP，又没有米哈游、鹰角等新生代们二次元逆袭的破圈爆款。从P2P资源分享网站半路出家转型游戏的心动公司，发家之作《神仙道》和“现金牛”IP《仙境传说》都是来自代理授权，自身研发实力难以在一线中拔尖。跻身港股“四小龙”之列，与有赞、微盟、赤子城并驾齐驱，心动公司的估值逻辑早已不是一家简单的游戏研发商。近500亿市值的背后，是投资者对其旗下号称国内首屈一指的游戏社区TapTap寄予了厚望。从一个泯然业内的研发商，摇身一变为领先全国的平台社区，心动公司股价一年暴涨130%的秘密，还源于CEO黄一孟讲述的一个有关“渠道革命”的故事。过去的国内手游发行渠道，严重依赖于以华为为首的“硬核联盟”等硬件渠道商，动辄50%的分成比例让天下游戏研发商苦于渠道久矣。元旦期间华为与腾讯的应用商店纠纷“闪电战”，焦点也在于此。TapTap，则极有可能成为这个颠覆传统格局的革命者。姜文导演的电影《让子弹飞》讲述的就是一个革命者的故事，张麻子带领兄弟、群众推翻了鹅","images":[{"img":"https://static.tigerbbs.com/a5b1e3af1c737e48105e10a1bc726fe2"},{"img":"https://static.tigerbbs.com/d2eedbb4fe3fc4a55dddc7014b67da86"},{"img":"https://static.tigerbbs.com/b496842e23e1834f384c5ea87c92e549"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384857368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386169069,"gmtCreate":1613143362051,"gmtModify":1613143362051,"author":{"id":"3545039138100673","authorId":"3545039138100673","name":"一步遥","avatar":"https://static.tigerbbs.com/ee6bb0e3e89ead86cf17c9d0d72114ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545039138100673","authorIdStr":"3545039138100673"},"themes":[],"htmlText":"<a 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