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薛亦樊
12-12
到今年顺风车的渗透率才0.36%,未来还有很大的空间可以挖掘,后面低空、无人驾驶都是嘀嗒可以做的,眼光放长远点。
$嘀嗒出行(02559)$
薛亦樊
11-29
啲想打新嘅朋友真系要睇下股东架嘛,好似“多点数智”背后就有腾讯、IDG、金蝶,呢啲都差唔多系有耐心嘅资本啫,上市首日,可以等一等,睇下格局先。
$多点数智(02586)$
薛亦樊
11-19
洗洗盘也挺好,多留点长期投资者
$小米集团-W(01810)$
薛亦樊
11-18
$小米集团-W(01810)$
小米24Q3几个核心数据,单季度营收925亿元;高端手机占比20.1%;汽车毛利率17.1%;空调出货量超170万台;现金储备1516亿元
薛亦樊
11-06
智能驾驶的下半场已经到来,地平线借助资本市场的力量提升自身的实力是个明确的选择,上市后平安落地更加坚信了我这个想法。
$地平线机器人-W(09660)$
薛亦樊
10-24
$地平线机器人-W(09660)$
今天港股市场行情不是太理想,但好在地平线还算给力[财迷]
薛亦樊
08-15
$联想集团(00992)$
AI PC今年的渗透率还在个位数,估计明年才开始快速提升,到2028年大概能到85%左右,联想、惠普、戴尔、苹果这些都有看点。
薛亦樊
08-08
$联想集团(00992)$
根据TechInsights的数据,Q2笔记本电脑市场出货量为4970万台,同比增长4%,PC市场重回正增长,联想作为PC龙头,新一轮大成长周期即将到来。
薛亦樊
07-24
$百度集团-SW(09888)$
特斯拉延迟发布了,可以涨一下了吧
薛亦樊
07-24
$联想集团(00992)$
虽然现在股价10块多,但我觉得现在才是投资联想的最佳时候,看看联想最近的动作,140亿的沙特投资+11.5亿认股权证(管理层高额认购)+业绩高确定性,未来还是会新高接着新高。
薛亦樊
07-17
收藏
@富哥only:写一些关于投资思考的事情
薛亦樊
07-15
$嘀嗒出行(02559)$
终于涨啦,不错
薛亦樊
07-15
$联想集团(00992)$
有了降息预期之后,科技股开始调整,但是看联想这盘面,感觉更像是借势洗盘,底部支撑很明显,有消息刺激的话,立马就起来了。
薛亦樊
07-12
$联想集团(00992)$
算力诚可贵,存力“价”更高。想要搞好算力,首先需要有“硬功夫”,在数据处理的性能层面拉满,为AI应用提供稳定可靠、高性能的先进存力,支撑起人工智能数据处理全流程的性能需求,联想正在为AI时代的数据存储基础设施树立新标杆,看看凌拓就知道了。
薛亦樊
07-12
$嘀嗒出行(02559)$
科技调整,然后高股息的调整,可能小盘股会有一两周的反弹周期
薛亦樊
07-11
$嘀嗒出行(02559)$
现在到了盈亏比最高的时候了吧
薛亦樊
07-01
$嘀嗒出行(02559)$
明天港股也该有个大阳线吧
薛亦樊
07-01
$联想集团(00992)$
联想集团发布了最新的ESG报告,要致力打造更以人为本的智能未来。在全新的AI时代,算力很重要,降低能耗也是不可忽略的重要课题,联想在绿色算力方面的积累也会给自身带来附加值。
薛亦樊
06-27
要我说这就是机会,兄弟们,搞起来~
$嘀嗒出行(02559)$
抱歉,原内容已删除
薛亦樊
06-12
趋势没调整好,要想大涨还需要时间,耐心等待吧。
$复星国际(00656)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/02586\">$多点数智(02586)$</a>","listText":"啲想打新嘅朋友真系要睇下股东架嘛,好似“多点数智”背后就有腾讯、IDG、金蝶,呢啲都差唔多系有耐心嘅资本啫,上市首日,可以等一等,睇下格局先。 <a href=\"https://laohu8.com/S/02586\">$多点数智(02586)$</a>","text":"啲想打新嘅朋友真系要睇下股东架嘛,好似“多点数智”背后就有腾讯、IDG、金蝶,呢啲都差唔多系有耐心嘅资本啫,上市首日,可以等一等,睇下格局先。 $多点数智(02586)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376198096363784","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372642640580888,"gmtCreate":1731986274193,"gmtModify":1731995415631,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137900201478","idStr":"3545137900201478"},"themes":[],"htmlText":"洗洗盘也挺好,多留点长期投资者 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"洗洗盘也挺好,多留点长期投资者 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"洗洗盘也挺好,多留点长期投资者 $小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372642640580888","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372291422048560,"gmtCreate":1731931115817,"gmtModify":1731931117647,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137900201478","idStr":"3545137900201478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米24Q3几个核心数据,单季度营收925亿元;高端手机占比20.1%;汽车毛利率17.1%;空调出货量超170万台;现金储备1516亿元","listText":"<a 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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","listText":"智能驾驶的下半场已经到来,地平线借助资本市场的力量提升自身的实力是个明确的选择,上市后平安落地更加坚信了我这个想法。 <a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","text":"智能驾驶的下半场已经到来,地平线借助资本市场的力量提升自身的实力是个明确的选择,上市后平安落地更加坚信了我这个想法。 $地平线机器人-W(09660)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368001295814856","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363435637473352,"gmtCreate":1729754679518,"gmtModify":1729754684057,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137900201478","idStr":"3545137900201478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>今天港股市场行情不是太理想,但好在地平线还算给力[财迷]","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>今天港股市场行情不是太理想,但好在地平线还算给力[财迷]","text":"$地平线机器人-W(09660)$今天港股市场行情不是太理想,但好在地平线还算给力[财迷]","images":[{"img":"https://static.tigerbbs.com/e5534889b4d73ea6067eb9281d4b5e6c","width":"414","height":"417"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363435637473352","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338762786054304,"gmtCreate":1723709915368,"gmtModify":1723709916807,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137900201478","idStr":"3545137900201478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>AI PC今年的渗透率还在个位数,估计明年才开始快速提升,到2028年大概能到85%左右,联想、惠普、戴尔、苹果这些都有看点。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>AI PC今年的渗透率还在个位数,估计明年才开始快速提升,到2028年大概能到85%左右,联想、惠普、戴尔、苹果这些都有看点。","text":"$联想集团(00992)$AI PC今年的渗透率还在个位数,估计明年才开始快速提升,到2028年大概能到85%左右,联想、惠普、戴尔、苹果这些都有看点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338762786054304","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336054516805776,"gmtCreate":1723082408909,"gmtModify":1723082410344,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137900201478","idStr":"3545137900201478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 根据TechInsights的数据,Q2笔记本电脑市场出货量为4970万台,同比增长4%,PC市场重回正增长,联想作为PC龙头,新一轮大成长周期即将到来。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 根据TechInsights的数据,Q2笔记本电脑市场出货量为4970万台,同比增长4%,PC市场重回正增长,联想作为PC龙头,新一轮大成长周期即将到来。","text":"$联想集团(00992)$ 根据TechInsights的数据,Q2笔记本电脑市场出货量为4970万台,同比增长4%,PC市场重回正增长,联想作为PC龙头,新一轮大成长周期即将到来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336054516805776","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330773972873496,"gmtCreate":1721785842470,"gmtModify":1721785844000,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137900201478","idStr":"3545137900201478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>特斯拉延迟发布了,可以涨一下了吧","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>特斯拉延迟发布了,可以涨一下了吧","text":"$百度集团-SW(09888)$特斯拉延迟发布了,可以涨一下了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330773972873496","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330773140025624,"gmtCreate":1721785639138,"gmtModify":1721785641167,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137900201478","idStr":"3545137900201478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 虽然现在股价10块多,但我觉得现在才是投资联想的最佳时候,看看联想最近的动作,140亿的沙特投资+11.5亿认股权证(管理层高额认购)+业绩高确定性,未来还是会新高接着新高。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 虽然现在股价10块多,但我觉得现在才是投资联想的最佳时候,看看联想最近的动作,140亿的沙特投资+11.5亿认股权证(管理层高额认购)+业绩高确定性,未来还是会新高接着新高。","text":"$联想集团(00992)$ 虽然现在股价10块多,但我觉得现在才是投资联想的最佳时候,看看联想最近的动作,140亿的沙特投资+11.5亿认股权证(管理层高额认购)+业绩高确定性,未来还是会新高接着新高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330773140025624","isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328422401179840,"gmtCreate":1721195615791,"gmtModify":1721195617382,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137900201478","idStr":"3545137900201478"},"themes":[],"htmlText":"收藏","listText":"收藏","text":"收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328422401179840","repostId":"328418143609136","repostType":1,"repost":{"id":328418143609136,"gmtCreate":1721194578242,"gmtModify":1721194703384,"author":{"id":"3501298262034857","authorId":"3501298262034857","name":"富哥only","avatar":"https://static.tigerbbs.com/f3ccc47bd85c265c1ceb7567a6a16197","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501298262034857","idStr":"3501298262034857"},"themes":[],"title":"写一些关于投资思考的事情","htmlText":"hi,各位,又是一个月了,总要更点什么~,这次就更点常见股民现象好了,在投资生涯中,没有一个人不会经历亏损,所以我们优先要考虑对风险的认知程度,跟业内大佬聊了下想法,在他们组,每周的最大回撤就3%,毛估估最大回撤为2%,一年亏损不过10%,但是收益确有50%+,盈亏比4:1到6:1?,已经相当出色了,当然,以爆仓的风险博200%+的朋友对比,一把没,这个水平也不是一个层面,是没有任何意义的(ps这里指常态化朋友,杠杆股票与期货,外汇头寸有更厉害模型的对冲大佬另外说,这个是另外的层级),然后就是一个态度了,太精深技术,我认为也需要不断的学习且是全面学习,这才能最优化动态市场操作,然后懂的放弃与控制情绪,这也是成熟的标志,懂的取舍,毕竟金融市场本质不就是与赌场类似吗,还有就是稳定的心态与足够的耐心去等待,心态开放不固执己见,不会试图说服人,也不会被轻易说服,但是一但感觉有理,立马去执行,这也是优先投资者需要永远的性格,与各位共勉(ps:lb催更)下面是最近的操作","listText":"hi,各位,又是一个月了,总要更点什么~,这次就更点常见股民现象好了,在投资生涯中,没有一个人不会经历亏损,所以我们优先要考虑对风险的认知程度,跟业内大佬聊了下想法,在他们组,每周的最大回撤就3%,毛估估最大回撤为2%,一年亏损不过10%,但是收益确有50%+,盈亏比4:1到6:1?,已经相当出色了,当然,以爆仓的风险博200%+的朋友对比,一把没,这个水平也不是一个层面,是没有任何意义的(ps这里指常态化朋友,杠杆股票与期货,外汇头寸有更厉害模型的对冲大佬另外说,这个是另外的层级),然后就是一个态度了,太精深技术,我认为也需要不断的学习且是全面学习,这才能最优化动态市场操作,然后懂的放弃与控制情绪,这也是成熟的标志,懂的取舍,毕竟金融市场本质不就是与赌场类似吗,还有就是稳定的心态与足够的耐心去等待,心态开放不固执己见,不会试图说服人,也不会被轻易说服,但是一但感觉有理,立马去执行,这也是优先投资者需要永远的性格,与各位共勉(ps:lb催更)下面是最近的操作","text":"hi,各位,又是一个月了,总要更点什么~,这次就更点常见股民现象好了,在投资生涯中,没有一个人不会经历亏损,所以我们优先要考虑对风险的认知程度,跟业内大佬聊了下想法,在他们组,每周的最大回撤就3%,毛估估最大回撤为2%,一年亏损不过10%,但是收益确有50%+,盈亏比4:1到6:1?,已经相当出色了,当然,以爆仓的风险博200%+的朋友对比,一把没,这个水平也不是一个层面,是没有任何意义的(ps这里指常态化朋友,杠杆股票与期货,外汇头寸有更厉害模型的对冲大佬另外说,这个是另外的层级),然后就是一个态度了,太精深技术,我认为也需要不断的学习且是全面学习,这才能最优化动态市场操作,然后懂的放弃与控制情绪,这也是成熟的标志,懂的取舍,毕竟金融市场本质不就是与赌场类似吗,还有就是稳定的心态与足够的耐心去等待,心态开放不固执己见,不会试图说服人,也不会被轻易说服,但是一但感觉有理,立马去执行,这也是优先投资者需要永远的性格,与各位共勉(ps:lb催更)下面是最近的操作","images":[{"img":"https://static.tigerbbs.com/f5c0f94d71c19f4cba0bf69a6a2bc888","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328418143609136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327730930233608,"gmtCreate":1721023510362,"gmtModify":1721023511831,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137900201478","idStr":"3545137900201478"},"themes":[],"htmlText":"<a 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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3.3亿的播放量,该剧很快就成为快手当月的分账冠军。而实际上,在米读的孵化机制下,《秦爷的小哑巴》并非唯一爆品。除该微短剧外,由米读网文改编的《国","listText":"导语:在趣头条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3.3亿的播放量,该剧很快就成为快手当月的分账冠军。而实际上,在米读的孵化机制下,《秦爷的小哑巴》并非唯一爆品。除该微短剧外,由米读网文改编的《国","text":"导语:在趣头条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3.3亿的播放量,该剧很快就成为快手当月的分账冠军。而实际上,在米读的孵化机制下,《秦爷的小哑巴》并非唯一爆品。除该微短剧外,由米读网文改编的《国","images":[{"img":"https://static.tigerbbs.com/0b14bfd8d17ba184196b092825abb80a","width":"558","height":"900"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116612407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239504151257344,"gmtCreate":1699500974584,"gmtModify":1699500978599,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137900201478","authorIdStr":"3545137900201478"},"themes":[],"htmlText":"<a 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从财报业绩来看,核心业绩指标呈现稳健增长,基本面没问题,中长期持有策略不变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831911445","repostId":"830950379","repostType":1,"repost":{"id":830950379,"gmtCreate":1629003133291,"gmtModify":1629003133291,"author":{"id":"3545125915697454","authorId":"3545125915697454","name":"三鼎甲","avatar":"https://static.tigerbbs.com/03da8e21e0b50105cd32f29810a13dde","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545125915697454","authorIdStr":"3545125915697454"},"themes":[],"title":"【房多多第二季度营收4.0亿元 环比增长37.9%】","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DUO\">$房多多(DUO)$</a> 北京时间8月13日,房多多(DUO.US)发布2021年第二季度财报,其核心业绩指标呈现稳健增长。其中,房多多第二季度营业收入为人民币4.0亿元(约合6220万美元),较2021年第一季度增长37.9%;毛利润为人民币6250万元(约合970万美元),环比增长87.5%;毛利率从2021年第一季度的11.4%提升到了15.6%,环比提升36.0%。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DUO\">$房多多(DUO)$</a> 北京时间8月13日,房多多(DUO.US)发布2021年第二季度财报,其核心业绩指标呈现稳健增长。其中,房多多第二季度营业收入为人民币4.0亿元(约合6220万美元),较2021年第一季度增长37.9%;毛利润为人民币6250万元(约合970万美元),环比增长87.5%;毛利率从2021年第一季度的11.4%提升到了15.6%,环比提升36.0%。","text":"$房多多(DUO)$ 北京时间8月13日,房多多(DUO.US)发布2021年第二季度财报,其核心业绩指标呈现稳健增长。其中,房多多第二季度营业收入为人民币4.0亿元(约合6220万美元),较2021年第一季度增长37.9%;毛利润为人民币6250万元(约合970万美元),环比增长87.5%;毛利率从2021年第一季度的11.4%提升到了15.6%,环比提升36.0%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830950379","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354604824,"gmtCreate":1617163801368,"gmtModify":1617163801368,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137900201478","authorIdStr":"3545137900201478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 通过短剧,米读拓展了网文的多元化收入来源,米读是趣头条的强力突破点[思考]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 通过短剧,米读拓展了网文的多元化收入来源,米读是趣头条的强力突破点[思考]","text":"$趣头条(QTT)$ 通过短剧,米读拓展了网文的多元化收入来源,米读是趣头条的强力突破点[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354604824","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669516497,"gmtCreate":1662517463219,"gmtModify":1662517464561,"author":{"id":"3545137900201478","authorId":"3545137900201478","name":"薛亦樊","avatar":"https://static.tigerbbs.com/77391eb7a3a16b910b28c1ed934bf3b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545137900201478","authorIdStr":"3545137900201478"},"themes":[],"htmlText":"现在的中概股已经不是过去的它了,单从他最近的换手率和总体的情况来说还是很有潜力的。<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","listText":"现在的中概股已经不是过去的它了,单从他最近的换手率和总体的情况来说还是很有潜力的。<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","text":"现在的中概股已经不是过去的它了,单从他最近的换手率和总体的情况来说还是很有潜力的。$网易(NTES)$$哔哩哔哩(BILI)$$海银控股(HYW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/669516497","isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}