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mobiko
2021-11-03
$老虎证券(TIGR)$
when will it up again?
mobiko
2021-08-28
Good to buy
深挖快手财报的B面
mobiko
2021-08-21
这篇文章不错,转发给大家看
抱歉,原内容已删除
mobiko
2021-08-21
[财迷] [财迷] [财迷]
抱歉,原内容已删除
mobiko
2021-08-13
Up up up
mobiko
2021-08-10
Drop again
mobiko
2021-08-10
Fly to the moon
mobiko
2021-08-09
Up today?
mobiko
2021-07-22
Up up up
mobiko
2021-07-09
$老虎证券(TIGR)$
up up up
mobiko
2021-06-30
$AbCellera Biologics(ABCL)$
🎉🎉🎉
mobiko
2021-06-24
$老虎证券(TIGR)$
发了
mobiko
2021-06-07
Gogo BB
mobiko
2021-06-03
$Coupang, Inc.(CPNG)$
跌了
mobiko
2021-06-03
Oh my god
mobiko
2021-06-03
这篇文章不错,转发给大家看
直播:雾芯科技2021年Q1业绩电话会议
mobiko
2021-06-02
高高低低,淡定
开盘:道指高开后转跌,雾芯科技盘初快速跳水
mobiko
2021-06-02
各路大神,这只股还可以坚持吗?
去老虎APP查看更多动态
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","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> when will it up again? ","text":"$老虎证券(TIGR)$ when will it up again?","images":[{"img":"https://static.tigerbbs.com/496a4c52128244024731752fc8ec5c4e","width":"1080","height":"3009"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848015490","isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":819765693,"gmtCreate":1630109050412,"gmtModify":1704955998082,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585095373760601","authorIdStr":"3585095373760601"},"themes":[],"htmlText":"Good to buy","listText":"Good to buy","text":"Good to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819765693","repostId":"1171710155","repostType":4,"repost":{"id":"1171710155","kind":"news","pubTimestamp":1630075283,"share":"https://www.laohu8.com/m/news/1171710155?lang=&edition=full","pubTime":"2021-08-27 22:41","market":"hk","language":"zh","title":"深挖快手财报的B面","url":"https://stock-news.laohu8.com/highlight/detail?id=1171710155","media":"极客公园","summary":"站在长期的角度,如何看待快手?\n\n上市至今,快手股价似乎一路看跌,引发了外界对快手商业模式、盈利能力等方面诸多讨论。\n加之近期,快手正式关闭其主打美国市场的出海产品 Zynn,看似出海的迷航,使得争论","content":"<blockquote>\n 站在长期的角度,如何看待快手?\n</blockquote>\n<p>上市至今,快手股价似乎一路看跌,引发了外界对快手商业模式、盈利能力等方面诸多讨论。</p>\n<p>加之近期,快手正式关闭其主打美国市场的出海产品 Zynn,看似出海的迷航,使得争论的声浪更高了。</p>\n<p>争议之中,快手在本周发布了今年第二季度财报。有人看到快手营收整体增长,也有人看到快手半年亏出了一个「美团」。</p>\n<p>这些其是快手财报显而易见的 A 面。但 A 面之下,深挖下快手财报的 B 面里暗含的信息,或许才能让人了解快手究竟是一家怎样的公司,看到快手未来究竟会走向何处。</p>\n<p><img src=\"https://static.tigerbbs.com/d08f6d2ce4c9ccedfbb878cc6f2be243\" tg-width=\"1080\" tg-height=\"1079\" referrerpolicy=\"no-referrer\"></p>\n<p>快手 2021Q2 财报数据|快手</p>\n<p><b>「多元」的价值开始转正</b></p>\n<p>上市后,快手最显著的改变在于商业化全面提速。这点最直接的表现是,快手线上营销服务收入,也就是广告收入,连续两个季度超过直播,成为贡献最大营收的业务。</p>\n<p>快手 Q2 财报显示,线上营销服务收入为 99.6 亿元,占总营收的 52.1%。去年 6 月,这部分收入占比还只有 28.3%,一年时间翻了近一倍。</p>\n<p>2018 年,快手才正式开始商业化。有观点认为,快手商业化启动晚了,快手商业化能力不足。</p>\n<p>一位负责快手商业化的内部人士表示,对于这个时间点,「我们自己起初也有些误解,觉得可能晚了,但真正开始做了之后,反而会觉得是比较正确的选择」。</p>\n<p>该人士进一步解释,快手实现商业化的前提是不损害用户体验。在这个前提下,快手选择了更循序渐进的方式,在补齐商业化基础设施同时,引入更多品牌主和广告。</p>\n<p>今年以来,快手明显加强了品牌引进力度,注重围绕节点性事件与品牌共同策划优质内容。这达到的效果是,在实现品牌广告传播同时,也提升了快手自身的品牌声量。</p>\n<p>比如今年 6 月,Louis Vuitton2022 春夏男装秀亮相快手,当晚直播累计观看人数 3864 万,直播间最高同时在线人数超 59 万。</p>\n<p>今年奥运会期间,快手还联动淘特、美团、<a href=\"https://laohu8.com/S/PG\">宝洁</a>等几十个品牌,通过「体育氛围」社区、陪伴式体验等多种玩法,全景呈现了首届短视频时代下的奥运会。</p>\n<p>另一方面,快手还在持续加大对商业基础设施的建设。以效果广告为例,快手近期上线了<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>出价系统。该系统借助快手的算法能力,可更好地匹配广告内容与目标受众。</p>\n<p>此外,快手还在业务、产品、组织、服务四个层面全面提效,优化审核通过率、开户时长、资金利用效率,通过专项激励、CRM 体系升级等举措,提升组织效能,加强对客户的敏捷响应。</p>\n<p>财报显示,今年 Q2 季度,快手品牌广告商的数量较去年同期增长近 4 倍。对此,一位业内人士表示,过去,快手对于品牌广告主的价值其实被低估了。</p>\n<p>该人士进一步解释,早期的快手,社区氛围偏草根,但今天作为一个有超 3 亿用户的平台,用「多元」来理解快手会更合适。</p>\n<p>用户群体变得更多元,用户创作的内容变得更多样,使得快手成为了一个包容性更强的社区。这种包容性,也让更多品牌主有更多可选择的人群,去适配和投放。</p>\n<p>「多元」的价值逐渐被认可,就像是一个「转正」的过程,慢慢积蓄了一种势能,让快手现在的商业价值逐渐释放。</p>\n<p><img src=\"https://static.tigerbbs.com/88d5e8faa3315b93332b61529934fee8\" tg-width=\"1080\" tg-height=\"1079\" referrerpolicy=\"no-referrer\"></p>\n<p>快手产品页面|快手</p>\n<p><b>一个产品功能改变,引发的系统性改变</b></p>\n<p>快手的流量政策会如调整?公域和私域如何平衡?算是快手 Q2 财报电话会上被重点讨论的问题。</p>\n<p>快手最早的形态是双列点选,进入产品后,用户可以主动选择感兴趣的内容观看。这种交互方式的特点在于,粉丝与创作者形成了天然的情感连接,彼此的互动性更强,更容易形成社交关系链。这也让快手成为了私域属性更强的产品。</p>\n<p>去年 9 月,快手正式发布了 8.0 版本,在双列点选的基础上,加入了单列上下滑的浏览模式。这个版本的更新,意味着快手开始对公域进行扩容。</p>\n<p>正是在产品功能上的改变,引发了快手在流量分配上的系统性改变。目前,快手的私域主要包括创作者的关注页、直播间、群聊等。公域阵地主要是主 tab 栏的发现页、精选等。</p>\n<p>平衡公私域,突出私域,是目前快手产品的特色。突出私域的优势在于,用户与关注者的粘性强,有信任感。创作者发布的内容有更大概率被粉丝看到,这让优质内容有一定出圈的基础,能作品流向公域吸引更多关注,形成正循环。</p>\n<p>快手联合创始人程一笑表示:「去年,我们在公域的优化与尝试主要集中在短视频。这些举措获得了用户与市场的认可,用户时长、活跃度与广告收入都有强劲的增长。」</p>\n<p>Q2 财报显示,快手应用的平均日活跃用户达 2.932 亿,同比增长 11.9%,同比增速季度内逐月提升。</p>\n<p>此外,今年上半年,快手应用平均日活用户为 2.943 亿,平均月活用户为 5.13 亿。随着平台社交信任度的不断加强,快手应用上的互相关注对数在二季度已达到 126 亿对,同比增长 60%。</p>\n<p>今年开始,快手在公域的尝试主要针对直播类业务进行优化,帮助主播获得更多的粉丝与观众。程一笑表示,在公域场景里,快手还需要进一步提升分发效率。其中很重要的点是提升商业效率。</p>\n<p>程一笑进一步解释,「对于带货能力、打赏能力、关注与涨粉能力更强的创作者,我们会进行一定的流量倾斜,这样可以保证我们的流量增长能更有效的传导到商业价值上。」</p>\n<p>实际上,公私域的结合,已经开始反哺其生态的商业化,尤其是电商业务。</p>\n<p>Q2 财报显示,快手本季度电商交易总额(GMV)达到 1454 亿元,是去年同期的两倍。具体收入构成中,服务板块 2021 年第二季度收入 20 亿元,同比增长 212.9%。</p>\n<p>私域作为快手平台基础,贡献了该季度快手电商 GMV 的绝大多数。据了解,后续快手电商将以「内容+信任」为核心的业务模式,持续提高用户复购率和买家转化率。</p>\n<p>在公域方面,快手电商正在大力支持品牌商家自播,引入更多知名品牌商品,并为品牌提供了全面的商业解决方案。这扩大了快手电商的商家群体和商品供应,并将用户的信任对象从主播扩大到信任商品和平台,进而充分开发公域的电商价值。</p>\n<p>在电商业务上,程一笑提到:「我们要继续做品牌战略。DAU 和时长的增长,让我们获得了更多的公域流量。而品牌商品,相比非品牌商品,能更好的利用公域,把流量导向私域。」</p>\n<p>今年以来,互联网产品都在摸索公私结合的方式。擅长公域的<a href=\"https://laohu8.com/S/DYIN\">抖音</a>今年 7 月底提出「抖音私域」概念。以私域著称的微信也在视频号上强化公域流量的挖掘能力。</p>\n<p>据《字母榜》报道,一位接近快手人士表示,处理好公私域之间的关系,挑战不小,若能处理好,会形成较大护城河和优势。</p>\n<p><img src=\"https://static.tigerbbs.com/c92e1d021d5126fcb782905c115b84d3\" tg-width=\"1080\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></p>\n<p>快手海外应用 Kwai|Kwai</p>\n<p><b>大踏步「撤退」后,依旧需要大踏步「前进」</b></p>\n<p>除了广告收入增长、流量分发效率提升,快手还在积极寻找新的市场。出海成了绕不开的业务方向。</p>\n<p>今年一季度财报,快手便首次披露其海外业务数据。此外,今年年中,接受彭博商业周刊采访,快手联合创始人宿华也明确表示,全球短视频市场仍有巨大增长空间。</p>\n<p>据了解,目前快手的海外应用包括 Kwai、Snack Video。Kwai 是快手最成功的海外产品,也是快手国内产品的复刻。2021 年上半年,Kwai 在巴西和墨西哥等国家的下载量已超过 7600 万次,而 SnackVideo 在印度尼西亚和巴基斯坦等市场开始吸引用户。</p>\n<p>快手 Q2 季度财报显示,海外市场,快手 6 月份的月活跃用户已超过 1.8 亿,南美、东南亚及中东地区均为拓展重点。快手方面表示,「这进一步坚定了我们把握海外市场未来增长和发展重大机遇的决心。」</p>\n<p>据 Bloomberg 报道,快手的海外用户中约有一半来自拉丁美洲。今年早些时候,快手与 2021 年美洲杯达成赞助协议,这是拉美地区的重大赛事。此外,公司还承诺在未来一年中投入 1000 万美元来激励体育内容创作者。</p>\n<p>快手也在扩充出海团队的力量。目前,负责快手海外业务的仇广宇,此前是贝恩资本的投资人和<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>高管,曾帮助滴滴在巴西建立业务。今年 4 月,前 <a href=\"https://laohu8.com/S/FB\">Facebook</a> 高级工程师王美宏也加入快手,负责其全球产品的技术。据了解,今年年底前,快手全球团队规模增加一倍至 2000 人。</p>\n<p>然而今年 8 月,快手关停主攻北美市场的短视频产品 Zynn。这一动作被外界解读为快手北美市场的败退。一位快手内部人士表示,这只是出海产品上的策略调整,快手并未放弃对海外市场的拓展。</p>\n<p>在 Q2 财报电话会上,程一笑对于快手的海外业务也有相关解释。程一笑认为,「在海外,短视频产品的渗透率离国内还有很大差距,预计还有几十亿的增量。用户的需求和内容的供给都有广阔的差异化空间。短期内,我们的竞争策略是利用独特的内容供给,吸引尚未被短视频产品转化的潜在用户。我们目前会集中力量完成这一策略。」</p>\n<p>因此,在选择目标市场上,快手当前的策略是重点考虑人口密度高、对短视频产品接受程度高、变现潜力大的地区。在增长策略上,除了积极推动增长和拉活之外,快手也鼓励本地化的内容创作,让更多本地内容垂类做深做透。</p>\n<p>普惠仍旧是快手在海外市场坚持的产品理念。程一笑表示:「快手在南美、东南亚和中东的表现都不错。希望在各个重点市场进入存量竞争之前,获得尽可能大的市场份额。」</p>\n<p>对此,一位业内人士表示,关停 Zynn 看似是大踏步「撤退」,但客观上对整合优势资源,调整节奏,再大踏步「前进」是有利的。出海是大势所趋,快手太会放弃这个显然的机遇。</p>\n<p>对快手来说,更重要的事情是在自己的节奏里,找到新的增长点。</p>","source":"jkgy","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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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深挖快手财报的B面\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 22:41 北京时间 <a href=https://mp.weixin.qq.com/s/aKNKcYXfh9fD0NgG6Z1Mqw><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>站在长期的角度,如何看待快手?\n\n上市至今,快手股价似乎一路看跌,引发了外界对快手商业模式、盈利能力等方面诸多讨论。\n加之近期,快手正式关闭其主打美国市场的出海产品 Zynn,看似出海的迷航,使得争论的声浪更高了。\n争议之中,快手在本周发布了今年第二季度财报。有人看到快手营收整体增长,也有人看到快手半年亏出了一个「美团」。\n这些其是快手财报显而易见的 A 面。但 A 面之下,深挖下快手财报的 B ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/aKNKcYXfh9fD0NgG6Z1Mqw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b57241e30a2dc7e84d4588d7aafb919c","relate_stocks":{"01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/aKNKcYXfh9fD0NgG6Z1Mqw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171710155","content_text":"站在长期的角度,如何看待快手?\n\n上市至今,快手股价似乎一路看跌,引发了外界对快手商业模式、盈利能力等方面诸多讨论。\n加之近期,快手正式关闭其主打美国市场的出海产品 Zynn,看似出海的迷航,使得争论的声浪更高了。\n争议之中,快手在本周发布了今年第二季度财报。有人看到快手营收整体增长,也有人看到快手半年亏出了一个「美团」。\n这些其是快手财报显而易见的 A 面。但 A 面之下,深挖下快手财报的 B 面里暗含的信息,或许才能让人了解快手究竟是一家怎样的公司,看到快手未来究竟会走向何处。\n\n快手 2021Q2 财报数据|快手\n「多元」的价值开始转正\n上市后,快手最显著的改变在于商业化全面提速。这点最直接的表现是,快手线上营销服务收入,也就是广告收入,连续两个季度超过直播,成为贡献最大营收的业务。\n快手 Q2 财报显示,线上营销服务收入为 99.6 亿元,占总营收的 52.1%。去年 6 月,这部分收入占比还只有 28.3%,一年时间翻了近一倍。\n2018 年,快手才正式开始商业化。有观点认为,快手商业化启动晚了,快手商业化能力不足。\n一位负责快手商业化的内部人士表示,对于这个时间点,「我们自己起初也有些误解,觉得可能晚了,但真正开始做了之后,反而会觉得是比较正确的选择」。\n该人士进一步解释,快手实现商业化的前提是不损害用户体验。在这个前提下,快手选择了更循序渐进的方式,在补齐商业化基础设施同时,引入更多品牌主和广告。\n今年以来,快手明显加强了品牌引进力度,注重围绕节点性事件与品牌共同策划优质内容。这达到的效果是,在实现品牌广告传播同时,也提升了快手自身的品牌声量。\n比如今年 6 月,Louis Vuitton2022 春夏男装秀亮相快手,当晚直播累计观看人数 3864 万,直播间最高同时在线人数超 59 万。\n今年奥运会期间,快手还联动淘特、美团、宝洁等几十个品牌,通过「体育氛围」社区、陪伴式体验等多种玩法,全景呈现了首届短视频时代下的奥运会。\n另一方面,快手还在持续加大对商业基础设施的建设。以效果广告为例,快手近期上线了智能出价系统。该系统借助快手的算法能力,可更好地匹配广告内容与目标受众。\n此外,快手还在业务、产品、组织、服务四个层面全面提效,优化审核通过率、开户时长、资金利用效率,通过专项激励、CRM 体系升级等举措,提升组织效能,加强对客户的敏捷响应。\n财报显示,今年 Q2 季度,快手品牌广告商的数量较去年同期增长近 4 倍。对此,一位业内人士表示,过去,快手对于品牌广告主的价值其实被低估了。\n该人士进一步解释,早期的快手,社区氛围偏草根,但今天作为一个有超 3 亿用户的平台,用「多元」来理解快手会更合适。\n用户群体变得更多元,用户创作的内容变得更多样,使得快手成为了一个包容性更强的社区。这种包容性,也让更多品牌主有更多可选择的人群,去适配和投放。\n「多元」的价值逐渐被认可,就像是一个「转正」的过程,慢慢积蓄了一种势能,让快手现在的商业价值逐渐释放。\n\n快手产品页面|快手\n一个产品功能改变,引发的系统性改变\n快手的流量政策会如调整?公域和私域如何平衡?算是快手 Q2 财报电话会上被重点讨论的问题。\n快手最早的形态是双列点选,进入产品后,用户可以主动选择感兴趣的内容观看。这种交互方式的特点在于,粉丝与创作者形成了天然的情感连接,彼此的互动性更强,更容易形成社交关系链。这也让快手成为了私域属性更强的产品。\n去年 9 月,快手正式发布了 8.0 版本,在双列点选的基础上,加入了单列上下滑的浏览模式。这个版本的更新,意味着快手开始对公域进行扩容。\n正是在产品功能上的改变,引发了快手在流量分配上的系统性改变。目前,快手的私域主要包括创作者的关注页、直播间、群聊等。公域阵地主要是主 tab 栏的发现页、精选等。\n平衡公私域,突出私域,是目前快手产品的特色。突出私域的优势在于,用户与关注者的粘性强,有信任感。创作者发布的内容有更大概率被粉丝看到,这让优质内容有一定出圈的基础,能作品流向公域吸引更多关注,形成正循环。\n快手联合创始人程一笑表示:「去年,我们在公域的优化与尝试主要集中在短视频。这些举措获得了用户与市场的认可,用户时长、活跃度与广告收入都有强劲的增长。」\nQ2 财报显示,快手应用的平均日活跃用户达 2.932 亿,同比增长 11.9%,同比增速季度内逐月提升。\n此外,今年上半年,快手应用平均日活用户为 2.943 亿,平均月活用户为 5.13 亿。随着平台社交信任度的不断加强,快手应用上的互相关注对数在二季度已达到 126 亿对,同比增长 60%。\n今年开始,快手在公域的尝试主要针对直播类业务进行优化,帮助主播获得更多的粉丝与观众。程一笑表示,在公域场景里,快手还需要进一步提升分发效率。其中很重要的点是提升商业效率。\n程一笑进一步解释,「对于带货能力、打赏能力、关注与涨粉能力更强的创作者,我们会进行一定的流量倾斜,这样可以保证我们的流量增长能更有效的传导到商业价值上。」\n实际上,公私域的结合,已经开始反哺其生态的商业化,尤其是电商业务。\nQ2 财报显示,快手本季度电商交易总额(GMV)达到 1454 亿元,是去年同期的两倍。具体收入构成中,服务板块 2021 年第二季度收入 20 亿元,同比增长 212.9%。\n私域作为快手平台基础,贡献了该季度快手电商 GMV 的绝大多数。据了解,后续快手电商将以「内容+信任」为核心的业务模式,持续提高用户复购率和买家转化率。\n在公域方面,快手电商正在大力支持品牌商家自播,引入更多知名品牌商品,并为品牌提供了全面的商业解决方案。这扩大了快手电商的商家群体和商品供应,并将用户的信任对象从主播扩大到信任商品和平台,进而充分开发公域的电商价值。\n在电商业务上,程一笑提到:「我们要继续做品牌战略。DAU 和时长的增长,让我们获得了更多的公域流量。而品牌商品,相比非品牌商品,能更好的利用公域,把流量导向私域。」\n今年以来,互联网产品都在摸索公私结合的方式。擅长公域的抖音今年 7 月底提出「抖音私域」概念。以私域著称的微信也在视频号上强化公域流量的挖掘能力。\n据《字母榜》报道,一位接近快手人士表示,处理好公私域之间的关系,挑战不小,若能处理好,会形成较大护城河和优势。\n\n快手海外应用 Kwai|Kwai\n大踏步「撤退」后,依旧需要大踏步「前进」\n除了广告收入增长、流量分发效率提升,快手还在积极寻找新的市场。出海成了绕不开的业务方向。\n今年一季度财报,快手便首次披露其海外业务数据。此外,今年年中,接受彭博商业周刊采访,快手联合创始人宿华也明确表示,全球短视频市场仍有巨大增长空间。\n据了解,目前快手的海外应用包括 Kwai、Snack Video。Kwai 是快手最成功的海外产品,也是快手国内产品的复刻。2021 年上半年,Kwai 在巴西和墨西哥等国家的下载量已超过 7600 万次,而 SnackVideo 在印度尼西亚和巴基斯坦等市场开始吸引用户。\n快手 Q2 季度财报显示,海外市场,快手 6 月份的月活跃用户已超过 1.8 亿,南美、东南亚及中东地区均为拓展重点。快手方面表示,「这进一步坚定了我们把握海外市场未来增长和发展重大机遇的决心。」\n据 Bloomberg 报道,快手的海外用户中约有一半来自拉丁美洲。今年早些时候,快手与 2021 年美洲杯达成赞助协议,这是拉美地区的重大赛事。此外,公司还承诺在未来一年中投入 1000 万美元来激励体育内容创作者。\n快手也在扩充出海团队的力量。目前,负责快手海外业务的仇广宇,此前是贝恩资本的投资人和滴滴高管,曾帮助滴滴在巴西建立业务。今年 4 月,前 Facebook 高级工程师王美宏也加入快手,负责其全球产品的技术。据了解,今年年底前,快手全球团队规模增加一倍至 2000 人。\n然而今年 8 月,快手关停主攻北美市场的短视频产品 Zynn。这一动作被外界解读为快手北美市场的败退。一位快手内部人士表示,这只是出海产品上的策略调整,快手并未放弃对海外市场的拓展。\n在 Q2 财报电话会上,程一笑对于快手的海外业务也有相关解释。程一笑认为,「在海外,短视频产品的渗透率离国内还有很大差距,预计还有几十亿的增量。用户的需求和内容的供给都有广阔的差异化空间。短期内,我们的竞争策略是利用独特的内容供给,吸引尚未被短视频产品转化的潜在用户。我们目前会集中力量完成这一策略。」\n因此,在选择目标市场上,快手当前的策略是重点考虑人口密度高、对短视频产品接受程度高、变现潜力大的地区。在增长策略上,除了积极推动增长和拉活之外,快手也鼓励本地化的内容创作,让更多本地内容垂类做深做透。\n普惠仍旧是快手在海外市场坚持的产品理念。程一笑表示:「快手在南美、东南亚和中东的表现都不错。希望在各个重点市场进入存量竞争之前,获得尽可能大的市场份额。」\n对此,一位业内人士表示,关停 Zynn 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href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨约15%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨9.4%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨8%。</p><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨1%,2022财年Q1业绩全面超出预期,付费用户数量大幅增长。</p><p>美股资源股下挫。<a href=\"https://laohu8.com/S/NUE\">纽柯钢铁</a>、<a href=\"https://laohu8.com/S/X\">美国钢铁</a>跌超2%,<a href=\"https://laohu8.com/S/RIO\">力拓</a>跌1.2%,<a href=\"https://laohu8.com/S/BHP\">必和必拓</a>跌0.7%。</p><p>德国制药公司MorphoSys跌15.3%,生物制药公司Constellation Pharmaceuticals涨超66%,据悉MorphoSys将以每股34美元的价格收购Constellation Pharmaceuticals。</p>","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>开盘:道指高开后转跌,雾芯科技盘初快速跳水</title>\n<style 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21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月2日(周三),道琼斯指数开盘上涨49.98点,涨幅0.14%,报34625.29点,<b>开盘不久后转跌</b>;标普500指数开盘上涨2.66点,涨幅0.06%,报4204.70点;纳斯达克综合指数开盘上涨11.27点,涨幅0.08%,报13747.75点。</p><p><img src=\"https://static.tigerbbs.com/6938d4a95f0d6ee5e2ad8cc12b6ea473\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘初跳水,现跌超3%,此前一度涨逾7%。</p><p><img src=\"https://static.tigerbbs.com/673d7690e6454eaf72e354387e15c40f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.6%,5月理想ONE交付量同比增长101.3%至4323台。</p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌5.6%,贝壳找房向左晖创立的投资公司投7亿元,主营城市社区租赁。</p><p>美股WSB热门概念股涨势延续。<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>涨约15%,<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨9.4%,<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨8%。</p><p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨1%,2022财年Q1业绩全面超出预期,付费用户数量大幅增长。</p><p>美股资源股下挫。<a href=\"https://laohu8.com/S/NUE\">纽柯钢铁</a>、<a href=\"https://laohu8.com/S/X\">美国钢铁</a>跌超2%,<a href=\"https://laohu8.com/S/RIO\">力拓</a>跌1.2%,<a href=\"https://laohu8.com/S/BHP\">必和必拓</a>跌0.7%。</p><p>德国制药公司MorphoSys跌15.3%,生物制药公司Constellation Pharmaceuticals涨超66%,据悉MorphoSys将以每股34美元的价格收购Constellation Pharmaceuticals。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819765693","repostId":"1171710155","repostType":4,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832902467,"gmtCreate":1629553055659,"gmtModify":1631890388769,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832902467","repostId":"2161774669","repostType":4,"repost":{"id":"2161774669","kind":"highlight","pubTimestamp":1629512371,"share":"https://www.laohu8.com/m/news/2161774669?lang=&edition=full","pubTime":"2021-08-21 10:19","market":"hk","language":"zh","title":"刚刚公布!71只A股新纳入,增量配置资金即将进场","url":"https://stock-news.laohu8.com/highlight/detail?id=2161774669","media":"智通财经网","summary":"北京时间8月20日晚间,国际指数编制公司富时罗素公布了旗舰指数2021年8月的季度审议结果。\n\n公告显示,其旗舰指数富时全球股票指数系列(简称富时GEIS)本次新纳入71只A股,其中大盘股共11只,中","content":"<p>北京时间8月20日晚间,国际指数编制公司富时罗素公布了旗舰指数2021年8月的季度审议结果。</p>\n<p><img src=\"https://static.tigerbbs.com/96e3a51ff77c7144df08487f083d801e\" tg-width=\"796\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p>\n<p>公告显示,其旗舰指数富时全球股票指数系列(简称富时GEIS)本次新纳入71只A股,其中大盘股共11只,中盘股12只,小盘股41只,以及微盘股7只。此外还有部分此前已纳入的A股标的因市值大小变动进行了分类调整。以上变动将于9月17日收盘后(9月20日开盘前)正式生效。</p>\n<p><img src=\"https://static.tigerbbs.com/28d4dd192c7bcbdedc0b33a3c8f05665\" tg-width=\"796\" tg-height=\"3719\" referrerpolicy=\"no-referrer\"></p>\n<p>此外,本次调整涉及4只A股被剔除指数。其中大盘股1只,为<a href=\"https://laohu8.com/S/002271\">东方雨虹</a>;小盘股1只,为<a href=\"https://laohu8.com/S/600260\">ST凯乐</a>;微盘股两只,分别为<a href=\"https://laohu8.com/S/603681\">永冠新材</a>、<a href=\"https://laohu8.com/S/002490\">山东墨龙</a>。</p>\n<p>按照此前的计划,富时罗素本次只对指数成分股进行例行技术调整,不涉及A股纳入因子的变化。需要注意的是,此次公布的只是初步名单,富时罗素还将根据市场情况(如沪深股通标的调整)来对上述名单小幅调整,最终纳入名单将在指数生效日前确定。</p>\n<p><b><a href=\"https://laohu8.com/S/002271\">东方雨虹</a>遭富时罗素剔除?</b></p>\n<p>值得注意的是,本次指数季度调整中,A股防水龙头、千亿市值的白马股东方雨虹遭富时罗素从大盘股中剔除。在调整的理由中,公告显示,可投资空间下降/未通过自由流通调整审查是其遭剔除的原因。简言之,东方雨虹外资持股比例达到了上限。</p>\n<p>深交所官网显示,截至8月19日,东方雨虹的QFII/RQFII/深股通持有比例已达27.44%。此外,还有9只A股公司的外资持股比例超过了预警线,分别是<a href=\"https://laohu8.com/S/002572\">索菲亚</a>、<a href=\"https://laohu8.com/S/002439\">启明星辰</a>、<a href=\"https://laohu8.com/S/002410\">广联达</a>、<a href=\"https://laohu8.com/S/300285\">国瓷材料</a>、<a href=\"https://laohu8.com/S/000333\">美的集团</a>、<a href=\"https://laohu8.com/S/000651\">格力电器</a>、<a href=\"https://laohu8.com/S/002472\">双环传动</a>、埃斯顿、<a href=\"https://laohu8.com/S/300012\">华测检测</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/0454823d3894eb541260aa0a9c4b5991\" tg-width=\"796\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p>\n<p>按目前的规定,A股外资持股比例有“三条线”:24%(警戒点)、28%(暂停买入点)和30%(强制减持点)。此前,<a href=\"https://laohu8.com/S/000333\">美的集团</a>、<a href=\"https://laohu8.com/S/002008\">大族激光</a>等便在遭遇外资持股比例达到上限后,因不再具有可投资空间被各大指数公司剔除。且按历史经验,指数公司将对剔除标的观察12个月,若12个月后重新满足条件,才会考虑将其重新纳入。</p>\n<p><b>北向资金波动加剧</b></p>\n<p>从近期北向资金流向看,波动性显著上升。</p>\n<p>Wind数据显示,北向资金本周四全天净卖出107.83亿元,周五全天再度净卖出108.16亿元,连续两日净卖出超百亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/01c0ac61c422b2f38b85be64b8239634\" tg-width=\"796\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/600999\">招商证券</a>策略首席张夏通过盘点历史,认为疫情、短期博弈获利兑现等因素是北向资金出现大幅流出的主要原因。而近期北向资金流出,可能与资金短期盈利兑现有关,因为净卖出规模居前的不乏近几个月来涨幅可观的个股。</p>\n<p><a href=\"https://laohu8.com/S/06099\">招商证券</a>表示,展望未来,北向资金流入A股的中长期趋势未变,但流入节奏仍面临较多扰动因素。</p>\n<p><b>本文选编自“上海证券报”;智通财经编辑:杨万林。</b></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=http://www.zhitongcaijing.com/content/detail/540813.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8月20日晚间,国际指数编制公司富时罗素公布了旗舰指数2021年8月的季度审议结果。\n\n公告显示,其旗舰指数富时全球股票指数系列(简称富时GEIS)本次新纳入71只A股,其中大盘股共11只,中盘股12只,小盘股41只,以及微盘股7只。此外还有部分此前已纳入的A股标的因市值大小变动进行了分类调整。以上变动将于9月17日收盘后(9月20日开盘前)正式生效。\n\n此外,本次调整涉及4只A股被剔除...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/540813.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e10b547c346b3b685e82f0bfd9d65d6a","relate_stocks":{"002271":"东方雨虹"},"source_url":"http://www.zhitongcaijing.com/content/detail/540813.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2161774669","content_text":"北京时间8月20日晚间,国际指数编制公司富时罗素公布了旗舰指数2021年8月的季度审议结果。\n\n公告显示,其旗舰指数富时全球股票指数系列(简称富时GEIS)本次新纳入71只A股,其中大盘股共11只,中盘股12只,小盘股41只,以及微盘股7只。此外还有部分此前已纳入的A股标的因市值大小变动进行了分类调整。以上变动将于9月17日收盘后(9月20日开盘前)正式生效。\n\n此外,本次调整涉及4只A股被剔除指数。其中大盘股1只,为东方雨虹;小盘股1只,为ST凯乐;微盘股两只,分别为永冠新材、山东墨龙。\n按照此前的计划,富时罗素本次只对指数成分股进行例行技术调整,不涉及A股纳入因子的变化。需要注意的是,此次公布的只是初步名单,富时罗素还将根据市场情况(如沪深股通标的调整)来对上述名单小幅调整,最终纳入名单将在指数生效日前确定。\n东方雨虹遭富时罗素剔除?\n值得注意的是,本次指数季度调整中,A股防水龙头、千亿市值的白马股东方雨虹遭富时罗素从大盘股中剔除。在调整的理由中,公告显示,可投资空间下降/未通过自由流通调整审查是其遭剔除的原因。简言之,东方雨虹外资持股比例达到了上限。\n深交所官网显示,截至8月19日,东方雨虹的QFII/RQFII/深股通持有比例已达27.44%。此外,还有9只A股公司的外资持股比例超过了预警线,分别是索菲亚、启明星辰、广联达、国瓷材料、美的集团、格力电器、双环传动、埃斯顿、华测检测。\n\n按目前的规定,A股外资持股比例有“三条线”:24%(警戒点)、28%(暂停买入点)和30%(强制减持点)。此前,美的集团、大族激光等便在遭遇外资持股比例达到上限后,因不再具有可投资空间被各大指数公司剔除。且按历史经验,指数公司将对剔除标的观察12个月,若12个月后重新满足条件,才会考虑将其重新纳入。\n北向资金波动加剧\n从近期北向资金流向看,波动性显著上升。\nWind数据显示,北向资金本周四全天净卖出107.83亿元,周五全天再度净卖出108.16亿元,连续两日净卖出超百亿元。\n\n招商证券策略首席张夏通过盘点历史,认为疫情、短期博弈获利兑现等因素是北向资金出现大幅流出的主要原因。而近期北向资金流出,可能与资金短期盈利兑现有关,因为净卖出规模居前的不乏近几个月来涨幅可观的个股。\n招商证券表示,展望未来,北向资金流入A股的中长期趋势未变,但流入节奏仍面临较多扰动因素。\n本文选编自“上海证券报”;智通财经编辑:杨万林。","news_type":1},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897097730,"gmtCreate":1628862166620,"gmtModify":1631890388777,"author":{"id":"3585095373760601","authorId":"3585095373760601","name":"mobiko","avatar":"https://static.tigerbbs.com/996ff4ec3e6fe34d3f0ccb7a764c4dd3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585095373760601","idStr":"3585095373760601"},"themes":[],"htmlText":"Up 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