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曉峰会投资
11-19
$小米集团-W(01810)$
小米汽车的交付还是非常效率的,现在每月稳定生产+交付2w+的水平,后面几个季度盈利会逐季更好
曉峰会投资
11-18
$小米集团-W(01810)$
Q3一般是小米弱势季度,但是24Q3缺交出了最强成绩单。尤其汽车的交付其实已经比早期新势力们速度了很多,小米的资源整合能力还是非常强的,而且核心财务数据基本已经是行业的头部水平了
曉峰会投资
10-28
$地平线机器人-W(09660)$
地平线是年内港股最大科技IPO,这两年全球智能驾驶领域的热度不断升高,中国智能汽车市场渗透率将分别达到81.2%及99.7%。所以,高阶自动驾驶解决方案、芯片技术升级已经成为了汽车市场与资本市场的关注焦点,像地平线这种前景和市场都非常好的公司,未来的发展机会自然更大。[财迷]
曉峰会投资
07-18
$嘀嗒出行(02559)$
现在共享出行模式日益受到市民青睐,对于共享出行市场来说,嘀嗒出行或是一个有价值的参考范本,毕竟背靠中国3亿私家车保有量,重估嘀嗒出行投资价值是迟早的事。
曉峰会投资
07-03
$嘀嗒出行(02559)$
这下共享出行同行要有压力了,赛道搞起来~
曉峰会投资
06-11
有关注科技股的吗?看着车车科技的营收、保费规模都还不错,延续了增长态势,但不知道为什么股价这么低~
$车车科技(CCG)$
曉峰会投资
06-11
$复星国际(00656)$
从月线看已经触底了,是该反弹了[看涨]
曉峰会投资
06-05
$车车科技(CCG)$
Q1业绩快出了吧,期待1季度业绩,先上车,如果业绩稳中向好,让我提一辆小鹏汽车。
曉峰会投资
05-28
新能源汽车一直是重仓,例如赛力斯、宁德时代、比亚迪!现在开始加车车科技,后续一路走高不是梦。
$车车科技(CCG)$
曉峰会投资
05-22
$联想集团(00992)$
明天就是联想的财报了,从Q3的情况来看,主业复苏会继续延续,不过ISG业务会是个不错的看点,AI服务器出货量慢慢释放,应该会有不错表现,SSG业务一直很稳,所以整体来看,业绩大概率是向好的。
曉峰会投资
05-15
当前阿里电商业务这块基本盘已企稳向上,是具有确定性的自然回归,从财报来看,现在近场电商也有十足潜力。像饿了么,只要能实现盈亏平衡,就是一家年收入近千亿量级、还有盈利能力的公司,绝对可以称得上新增量。
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
@Patrick波波:阿里FY2024财报解读: 本地生活年收入来到600亿level
曉峰会投资
04-15
[财迷][财迷]BitFuFu的财报数据让人眼前一亮,这是一家值得长期关注的优质公司!
曉峰会投资
04-11
BitFuFu 营收破2.8亿!FUFU 股票投资者的福音,净利润大增337.5%!
曉峰会投资
04-02
车企在保险产品精算、风险管控能力、系统匹配能力上,还远远没有达到能够独立经营车险业务的水平。险企、车企、第三方科技平台合作,或是一条更优路径。
$车车科技(CCG)$
曉峰会投资
03-28
$车车科技(CCG)$
随着全球对可再生能源需求的增长,新能源板块的市场规模将持续扩大。不犹豫直接买了。
曉峰会投资
03-13
联想集团将AI作为发展的确定性方向,并以AI PC为牵引,锁定未来增长机遇。这一转型在联想集团的财报和战略中得到了体现,随着布局不断深化,第二增长曲线的能量也会慢慢释放。
$联想集团(00992)$
$恒生科技指数(HSTECH)$
曉峰会投资
02-09
联想作为全球PC市场的领导者,正积极布局AI PC领域,致力于实现AI的普及化。联想通过强大的研发实力和深度布局,正加速AI PC的发展进程。从AI Ready阶段到AI Explore阶段,再到AI Master阶段,联想正引领AI PC的发展潮流,也推动整个行业的发展,对于AI PC我还是选择龙头联想集团。
$联想集团(00992)$
曉峰会投资
2023-12-21
$联想集团(00992)$
联想集团已形成了以全面 AI 技术覆盖全域 AI 应用的产品和服务,如包括 AI PC 在内的 AI 导向的终端,AI 服务器和存储为重要组成的 AI 优化的基础设施,以及 AI 赋能的方案,至此形成了全景式 AI 业务生态,联想的护城河正在加固。
曉峰会投资
2023-12-14
多家机构预计,美联储本轮加息周期或已结束,首次降息时点或在明年年中前后。短期来看,预计美元指数和美债利率将偏弱震荡,美股或延续上涨。只要整体行情在,就不怕。
$纳斯达克(.IXIC)$
$海银控股(HYW)$
$苹果(AAPL)$
曉峰会投资
2023-12-01
最近听到好多联想集团的利好信息,看来股价快涨了,作为母公司,联控涨到8块不过分
$联想控股(03396)$
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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>Q3一般是小米弱势季度,但是24Q3缺交出了最强成绩单。尤其汽车的交付其实已经比早期新势力们速度了很多,小米的资源整合能力还是非常强的,而且核心财务数据基本已经是行业的头部水平了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>Q3一般是小米弱势季度,但是24Q3缺交出了最强成绩单。尤其汽车的交付其实已经比早期新势力们速度了很多,小米的资源整合能力还是非常强的,而且核心财务数据基本已经是行业的头部水平了","text":"$小米集团-W(01810)$Q3一般是小米弱势季度,但是24Q3缺交出了最强成绩单。尤其汽车的交付其实已经比早期新势力们速度了很多,小米的资源整合能力还是非常强的,而且核心财务数据基本已经是行业的头部水平了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372419080888384","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364859452092712,"gmtCreate":1730087189372,"gmtModify":1730087203978,"author":{"id":"3545137460653849","authorId":"3545137460653849","name":"曉峰会投资","avatar":"https://static.tigerbbs.com/847caf8462929b71ba095e48cafec1d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137460653849","idStr":"3545137460653849"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地平线是年内港股最大科技IPO,这两年全球智能驾驶领域的热度不断升高,中国智能汽车市场渗透率将分别达到81.2%及99.7%。所以,高阶自动驾驶解决方案、芯片技术升级已经成为了汽车市场与资本市场的关注焦点,像地平线这种前景和市场都非常好的公司,未来的发展机会自然更大。[财迷]","text":"$地平线机器人-W(09660)$地平线是年内港股最大科技IPO,这两年全球智能驾驶领域的热度不断升高,中国智能汽车市场渗透率将分别达到81.2%及99.7%。所以,高阶自动驾驶解决方案、芯片技术升级已经成为了汽车市场与资本市场的关注焦点,像地平线这种前景和市场都非常好的公司,未来的发展机会自然更大。[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364859452092712","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328603141279976,"gmtCreate":1721268460565,"gmtModify":1721268465326,"author":{"id":"3545137460653849","authorId":"3545137460653849","name":"曉峰会投资","avatar":"https://static.tigerbbs.com/847caf8462929b71ba095e48cafec1d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137460653849","idStr":"3545137460653849"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 现在共享出行模式日益受到市民青睐,对于共享出行市场来说,嘀嗒出行或是一个有价值的参考范本,毕竟背靠中国3亿私家车保有量,重估嘀嗒出行投资价值是迟早的事。","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 现在共享出行模式日益受到市民青睐,对于共享出行市场来说,嘀嗒出行或是一个有价值的参考范本,毕竟背靠中国3亿私家车保有量,重估嘀嗒出行投资价值是迟早的事。","text":"$嘀嗒出行(02559)$ 现在共享出行模式日益受到市民青睐,对于共享出行市场来说,嘀嗒出行或是一个有价值的参考范本,毕竟背靠中国3亿私家车保有量,重估嘀嗒出行投资价值是迟早的事。","images":[{"img":"https://static.tigerbbs.com/caad78cc5de5a9893659e933d3aef5d8","width":"1192","height":"585"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/328603141279976","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545135854231922","authorId":"3545135854231922","name":"资讯新潮人","avatar":"https://static.tigerbbs.com/1492d2264fb84e5124372ca4251e1b0f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3545135854231922","idStr":"3545135854231922"},"content":"$嘀嗒出行(02559)$ 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这下共享出行同行要有压力了,赛道搞起来~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323427529801912","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315631852462128,"gmtCreate":1718089473213,"gmtModify":1718089474827,"author":{"id":"3545137460653849","authorId":"3545137460653849","name":"曉峰会投资","avatar":"https://static.tigerbbs.com/847caf8462929b71ba095e48cafec1d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137460653849","idStr":"3545137460653849"},"themes":[],"htmlText":"有关注科技股的吗?看着车车科技的营收、保费规模都还不错,延续了增长态势,但不知道为什么股价这么低~<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"有关注科技股的吗?看着车车科技的营收、保费规模都还不错,延续了增长态势,但不知道为什么股价这么低~<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"有关注科技股的吗?看着车车科技的营收、保费规模都还不错,延续了增长态势,但不知道为什么股价这么低~$车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315631852462128","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315578995581208,"gmtCreate":1718076617711,"gmtModify":1718076619227,"author":{"id":"3545137460653849","authorId":"3545137460653849","name":"曉峰会投资","avatar":"https://static.tigerbbs.com/847caf8462929b71ba095e48cafec1d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137460653849","idStr":"3545137460653849"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>从月线看已经触底了,是该反弹了[看涨]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00656\">$复星国际(00656)$ </a>从月线看已经触底了,是该反弹了[看涨]","text":"$复星国际(00656)$ 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Q1业绩快出了吧,期待1季度业绩,先上车,如果业绩稳中向好,让我提一辆小鹏汽车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313494352097352","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581234477771391","authorId":"3581234477771391","name":"聚雅霏","avatar":"https://static.tigerbbs.com/2be2a8a51c75703fcce11c6a2ad400b4","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581234477771391","idStr":"3581234477771391"},"content":"第一季度财报不是已经出了吗?我就是那时候上的车 然后一路跌到一块以下 [捂脸] 不知道是不是到底了","text":"第一季度财报不是已经出了吗?我就是那时候上的车 然后一路跌到一块以下 [捂脸] 不知道是不是到底了","html":"第一季度财报不是已经出了吗?我就是那时候上的车 然后一路跌到一块以下 [捂脸] 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>","listText":"当前阿里电商业务这块基本盘已企稳向上,是具有确定性的自然回归,从财报来看,现在近场电商也有十足潜力。像饿了么,只要能实现盈亏平衡,就是一家年收入近千亿量级、还有盈利能力的公司,绝对可以称得上新增量。 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>","text":"当前阿里电商业务这块基本盘已企稳向上,是具有确定性的自然回归,从财报来看,现在近场电商也有十足潜力。像饿了么,只要能实现盈亏平衡,就是一家年收入近千亿量级、还有盈利能力的公司,绝对可以称得上新增量。 $阿里巴巴(BABA)$ 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财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","listText":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 这一季度,受饿了么和高德订单快速增长所驱动,本地生活集团收入146.28亿元人民币,相比2023年同期的1","text":"人总是容易高估一年内产生的变化,而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间, $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 阿里巴巴公布2024财年第四季度及全年业绩。财报显示,在饿了么和高德订单快速增长的驱动下,财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去,本地生活如今已从400亿收入量级的业务,来到了600亿。其中更难得的是,年亏损也从200多个亿,回缩到了百亿之内。 财报显示,伴随业务规模快速增长、单位经济效益持续改善,本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响,本地生活集团亏损进一步收窄:财年内,本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币,相比上个财年减亏超25%。 可以说,三年后的本地生活,已经脱胎换骨,来到了next level。预计用不了多久,很可能将实现反哺集团。 饿了么订单增长强劲,本地生活最强稳定器 细看这次阿里财报不难发现,处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力,而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里,本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏,给本地生活今年的市场竞争带来新机会,也给饿了么和高德创造长期的发展空间。 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target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>Q1业绩快出了吧,期待1季度业绩,先上车,如果业绩稳中向好,让我提一辆小鹏汽车。","text":"$车车科技(CCG)$ Q1业绩快出了吧,期待1季度业绩,先上车,如果业绩稳中向好,让我提一辆小鹏汽车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313494352097352","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581234477771391","authorId":"3581234477771391","name":"聚雅霏","avatar":"https://static.tigerbbs.com/2be2a8a51c75703fcce11c6a2ad400b4","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581234477771391","idStr":"3581234477771391"},"content":"第一季度财报不是已经出了吗?我就是那时候上的车 然后一路跌到一块以下 [捂脸] 不知道是不是到底了","text":"第一季度财报不是已经出了吗?我就是那时候上的车 然后一路跌到一块以下 [捂脸] 不知道是不是到底了","html":"第一季度财报不是已经出了吗?我就是那时候上的车 然后一路跌到一块以下 [捂脸] 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href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a>有好的增长曲线,企业成长潜力就会源源不断,所以耐心很重要","text":"$趣头条(QTT)$有好的增长曲线,企业成长潜力就会源源不断,所以耐心很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/180473302","repostId":"114082945","repostType":1,"repost":{"id":114082945,"gmtCreate":1623036206987,"gmtModify":1623038837664,"author":{"id":"3545137315044835","authorId":"3545137315044835","name":"博科园投资","avatar":"https://static.tigerbbs.com/e200e54fe317fda149590713b6c9bced","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137315044835","idStr":"3545137315044835"},"themes":[],"title":"寻找又一增长曲线,趣头条依托米读突围","htmlText":"导语:在<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 6月1日公布的一季报中,米读再以黑马之势成为公司业绩增长的新引擎。创始人兼CEO谭思亮表示,强化对米读的投入和支持,是提升公司盈利能力的关键。美国东部时间6月1日晚间,趣头条(NASDAQ: QTT)发布了2021年Q1财报。财报显示,按照美国通用会计准则,公司第一季度实现净营收12.910亿元,符合市场预期;运营效率不断提升,整体用户ARPU值持续攀升,同比增长32.3%。此外,其他营收实现6290万元,同比大幅增长31.7%,成为一季报中重要亮点之一。趣头条创始人兼CEO谭思亮表示,强化对米读的投入和支持,是提升盈利能力的关键。“2021年我们继续提升盈利能力,强化对米读的投入和支持,米读在IP孵化和内容生态建设领域都取得突破,巩固了米读在免费阅读行业的领军地位。我们坚信,在贯彻长期主义的策略下,能够实现增长和非小说业务全年盈利的目标。”谭思亮表示。在线付费阅读的阵地,玩者林立。但米读却另辟蹊径,通过“免费+短剧”的模式,成为在线阅读领域的一个特色玩家。米读新商业模式的出现,为趣头条打造了强劲增长的又一增长曲线。自2018年5月上线以来,米读便呈现高速增长。仅用154天,平台DAU便实现200万的突破。而从2020年开始,米读通过与快手的合作,开启了商业化的进程,并成为推动趣头条业务新生力量。从打法来看,通过网文改剧、形成IP孵化闭环,正是米读推动业绩高速增长的“杀手锏”。以米读为依托,通过IP孵化、网文改编、网剧账号矩阵打造以及与包括快手、微视、芒果等短视频平台的合作,团队很快打通了一条网文变现的新渠道。以《秦爷的小哑巴》为例。这本是在米读不算爆品的网文作品,被编辑萌萌发掘后,迅速被改编成网剧并被搬上快手。凭借3.3亿的","listText":"导语:在<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 6月1日公布的一季报中,米读再以黑马之势成为公司业绩增长的新引擎。创始人兼CEO谭思亮表示,强化对米读的投入和支持,是提升公司盈利能力的关键。美国东部时间6月1日晚间,趣头条(NASDAQ: QTT)发布了2021年Q1财报。财报显示,按照美国通用会计准则,公司第一季度实现净营收12.910亿元,符合市场预期;运营效率不断提升,整体用户ARPU值持续攀升,同比增长32.3%。此外,其他营收实现6290万元,同比大幅增长31.7%,成为一季报中重要亮点之一。趣头条创始人兼CEO谭思亮表示,强化对米读的投入和支持,是提升盈利能力的关键。“2021年我们继续提升盈利能力,强化对米读的投入和支持,米读在IP孵化和内容生态建设领域都取得突破,巩固了米读在免费阅读行业的领军地位。我们坚信,在贯彻长期主义的策略下,能够实现增长和非小说业务全年盈利的目标。”谭思亮表示。在线付费阅读的阵地,玩者林立。但米读却另辟蹊径,通过“免费+短剧”的模式,成为在线阅读领域的一个特色玩家。米读新商业模式的出现,为趣头条打造了强劲增长的又一增长曲线。自2018年5月上线以来,米读便呈现高速增长。仅用154天,平台DAU便实现200万的突破。而从2020年开始,米读通过与快手的合作,开启了商业化的进程,并成为推动趣头条业务新生力量。从打法来看,通过网文改剧、形成IP孵化闭环,正是米读推动业绩高速增长的“杀手锏”。以米读为依托,通过IP孵化、网文改编、网剧账号矩阵打造以及与包括快手、微视、芒果等短视频平台的合作,团队很快打通了一条网文变现的新渠道。以《秦爷的小哑巴》为例。这本是在米读不算爆品的网文作品,被编辑萌萌发掘后,迅速被改编成网剧并被搬上快手。凭借3.3亿的","text":"导语:在$趣头条(QTT)$ 6月1日公布的一季报中,米读再以黑马之势成为公司业绩增长的新引擎。创始人兼CEO谭思亮表示,强化对米读的投入和支持,是提升公司盈利能力的关键。美国东部时间6月1日晚间,趣头条(NASDAQ: QTT)发布了2021年Q1财报。财报显示,按照美国通用会计准则,公司第一季度实现净营收12.910亿元,符合市场预期;运营效率不断提升,整体用户ARPU值持续攀升,同比增长32.3%。此外,其他营收实现6290万元,同比大幅增长31.7%,成为一季报中重要亮点之一。趣头条创始人兼CEO谭思亮表示,强化对米读的投入和支持,是提升盈利能力的关键。“2021年我们继续提升盈利能力,强化对米读的投入和支持,米读在IP孵化和内容生态建设领域都取得突破,巩固了米读在免费阅读行业的领军地位。我们坚信,在贯彻长期主义的策略下,能够实现增长和非小说业务全年盈利的目标。”谭思亮表示。在线付费阅读的阵地,玩者林立。但米读却另辟蹊径,通过“免费+短剧”的模式,成为在线阅读领域的一个特色玩家。米读新商业模式的出现,为趣头条打造了强劲增长的又一增长曲线。自2018年5月上线以来,米读便呈现高速增长。仅用154天,平台DAU便实现200万的突破。而从2020年开始,米读通过与快手的合作,开启了商业化的进程,并成为推动趣头条业务新生力量。从打法来看,通过网文改剧、形成IP孵化闭环,正是米读推动业绩高速增长的“杀手锏”。以米读为依托,通过IP孵化、网文改编、网剧账号矩阵打造以及与包括快手、微视、芒果等短视频平台的合作,团队很快打通了一条网文变现的新渠道。以《秦爷的小哑巴》为例。这本是在米读不算爆品的网文作品,被编辑萌萌发掘后,迅速被改编成网剧并被搬上快手。凭借3.3亿的","images":[{"img":"https://static.tigerbbs.com/b7dd647ec7280e67cb769aa588a6c1a3","width":"267","height":"189"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114082945","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310671833419784,"gmtCreate":1716875247460,"gmtModify":1716875249067,"author":{"id":"3545137460653849","authorId":"3545137460653849","name":"曉峰会投资","avatar":"https://static.tigerbbs.com/847caf8462929b71ba095e48cafec1d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137460653849","idStr":"3545137460653849"},"themes":[],"htmlText":"新能源汽车一直是重仓,例如赛力斯、宁德时代、比亚迪!现在开始加车车科技,后续一路走高不是梦。<a 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target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>[邪恶]","listText":"中概股的机会来了???<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 可以考虑,这股在短视频的风口,增涨性强。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 可以考虑,这股在短视频的风口,增涨性强。","text":"$趣头条(QTT)$ 可以考虑,这股在短视频的风口,增涨性强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395940594","repostId":"392583772","repostType":1,"repost":{"id":392583772,"gmtCreate":1607483279796,"gmtModify":1703848167654,"author":{"id":"3545123229073871","authorId":"3545123229073871","name":"天玑量化","avatar":"https://static.tigerbbs.com/61ac6123e66f2cdfddd21dd5e1b0e44c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545123229073871","idStr":"3545123229073871"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 搞起来啊,考虑再入点,你们觉得呢?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 搞起来啊,考虑再入点,你们觉得呢?","text":"$趣头条(QTT)$ 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target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"有关注科技股的吗?看着车车科技的营收、保费规模都还不错,延续了增长态势,但不知道为什么股价这么低~$车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315631852462128","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290853735141568,"gmtCreate":1712035173954,"gmtModify":1712035175774,"author":{"id":"3545137460653849","authorId":"3545137460653849","name":"曉峰会投资","avatar":"https://static.tigerbbs.com/847caf8462929b71ba095e48cafec1d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137460653849","idStr":"3545137460653849"},"themes":[],"htmlText":"车企在保险产品精算、风险管控能力、系统匹配能力上,还远远没有达到能够独立经营车险业务的水平。险企、车企、第三方科技平台合作,或是一条更优路径。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ 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