+关注
没用过
暂无个人介绍
IP属地:未知
2
关注
46
粉丝
0
主题
0
勋章
主贴
热门
没用过
07-08
$嘀嗒出行(02559)$
嘀嗒出行,还能好起来吗
没用过
2023-12-22
走势太惨,出个征求意见就已经风声鹤唳,可见游戏多么脆弱,好好呵护一下吧,希望之后反弹回来,
$腾讯控股(00700)$
$网易-S(09999)$
$中手游(00302)$
心动公司 完美世界 不能年初肯定游戏的科技价值,年底就来个往死里限制啊
没用过
2023-10-10
$纽顿集团(NWTN)$
迪拜王储 - 谢赫·哈曼丹·本·穆罕默德·本·拉希德·阿勒马克图姆驾驶纽顿汽车的照片看到了,我买一辆这车,是不是就是拥有了迪拜王储同款,哈哈哈哈哈哈哈哈哈
没用过
2022-08-23
$万物新生(RERE)$
爱回收正值增长期,大环境整体行情稳定,期待大涨
没用过
2022-03-30
企业业绩呈现呈强劲的回升趋势,疫情还在继续,希望接下来的发展能一直这么稳吧。
$36氪(KRKR)$
@吴吞:36氪财报解读,第二增长曲线重塑估值逻辑
没用过
2022-03-11
外界乱局的影响已经被市场逐步消化了,应该快回到内因主导情绪的时候。就互联网这块来说,主要的影响在于政策环境,就实际作用而言,政策对平台型企业影响更剧烈,很多内容类、应用类的互联网公司被误会了,去年时提游戏,利好利空都说的是王者和吃鸡游戏,但无关的内容公司反而同样遭殃,什么时候能分开看呢?
$创梦天地(01119)$
$中手游(00302)$
$祖龙娱乐(09990)$
没用过
2022-02-22
$洋葱集团(OG)$
企稳,下来没空间了,准备向上吧
没用过
2021-10-21
$华兴资本控股(01911)$
华控清交、追觅科技、纳微半导体,华兴对科技领域的重视越来越强了
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4097905195275170","uuid":"4097905195275170","gmtCreate":1634802183962,"gmtModify":1634803330719,"name":"没用过","pinyin":"mygmeiyongguo","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":46,"headSize":2,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":325165481758904,"gmtCreate":1720415160322,"gmtModify":1720430225116,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 嘀嗒出行,还能好起来吗","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 嘀嗒出行,还能好起来吗","text":"$嘀嗒出行(02559)$ 嘀嗒出行,还能好起来吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325165481758904","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254868879401224,"gmtCreate":1703234827075,"gmtModify":1703234828892,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"走势太惨,出个征求意见就已经风声鹤唳,可见游戏多么脆弱,好好呵护一下吧,希望之后反弹回来,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a> 心动公司 完美世界 不能年初肯定游戏的科技价值,年底就来个往死里限制啊","listText":"走势太惨,出个征求意见就已经风声鹤唳,可见游戏多么脆弱,好好呵护一下吧,希望之后反弹回来,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a> 心动公司 完美世界 不能年初肯定游戏的科技价值,年底就来个往死里限制啊","text":"走势太惨,出个征求意见就已经风声鹤唳,可见游戏多么脆弱,好好呵护一下吧,希望之后反弹回来,$腾讯控股(00700)$ $网易-S(09999)$ $中手游(00302)$ 心动公司 完美世界 不能年初肯定游戏的科技价值,年底就来个往死里限制啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/254868879401224","isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098182780347160","authorId":"4098182780347160","name":"桔曼乔","avatar":"https://static.tigerbbs.com/5385f1175ef4d7024aa47e96c57453fb","crmLevel":1,"crmLevelSwitch":0,"idStr":"4098182780347160","authorIdStr":"4098182780347160"},"content":"多少AI都能在游戏落地,这种集结了大数据、AI、区块链、虚拟现实产业于一身的落地场景哪里还有?","text":"多少AI都能在游戏落地,这种集结了大数据、AI、区块链、虚拟现实产业于一身的落地场景哪里还有?","html":"多少AI都能在游戏落地,这种集结了大数据、AI、区块链、虚拟现实产业于一身的落地场景哪里还有?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":228880870396056,"gmtCreate":1696901449283,"gmtModify":1696902076153,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NWTN\">$纽顿集团(NWTN)$ </a>迪拜王储 - 谢赫·哈曼丹·本·穆罕默德·本·拉希德·阿勒马克图姆驾驶纽顿汽车的照片看到了,我买一辆这车,是不是就是拥有了迪拜王储同款,哈哈哈哈哈哈哈哈哈","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NWTN\">$纽顿集团(NWTN)$ </a>迪拜王储 - 谢赫·哈曼丹·本·穆罕默德·本·拉希德·阿勒马克图姆驾驶纽顿汽车的照片看到了,我买一辆这车,是不是就是拥有了迪拜王储同款,哈哈哈哈哈哈哈哈哈","text":"$纽顿集团(NWTN)$ 迪拜王储 - 谢赫·哈曼丹·本·穆罕默德·本·拉希德·阿勒马克图姆驾驶纽顿汽车的照片看到了,我买一辆这车,是不是就是拥有了迪拜王储同款,哈哈哈哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/228880870396056","isVote":1,"tweetType":1,"viewCount":10082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687486380,"gmtCreate":1661222664943,"gmtModify":1661222664943,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>爱回收正值增长期,大环境整体行情稳定,期待大涨","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>爱回收正值增长期,大环境整体行情稳定,期待大涨","text":"$万物新生(RERE)$爱回收正值增长期,大环境整体行情稳定,期待大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687486380","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610267521,"gmtCreate":1648643084063,"gmtModify":1648643084063,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"企业业绩呈现呈强劲的回升趋势,疫情还在继续,希望接下来的发展能一直这么稳吧。<a target=\"_blank\" href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>","listText":"企业业绩呈现呈强劲的回升趋势,疫情还在继续,希望接下来的发展能一直这么稳吧。<a target=\"_blank\" href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>","text":"企业业绩呈现呈强劲的回升趋势,疫情还在继续,希望接下来的发展能一直这么稳吧。$36氪(KRKR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610267521","repostId":"610293319","repostType":1,"repost":{"id":610293319,"gmtCreate":1648628202832,"gmtModify":1648643084138,"author":{"id":"3551312839967021","authorId":"3551312839967021","name":"吴吞","avatar":"https://static.tigerbbs.com/a5f29331727c26c933386d090b8e5e65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551312839967021","authorIdStr":"3551312839967021"},"themes":[],"title":"36氪财报解读,第二增长曲线重塑估值逻辑","htmlText":"36氪昨日公布了21年全年和第四季度财报,看点颇多。如实现了八个季度来首次盈利,季度毛利率创下最高水平……当然我个人最关注的还是所谓的“第二增长曲线”企服点评业务这门卖铲子的生意。在这里写下一些对此次财报的个人看法。财务数据优异2021年第四季度,36氪实现营收1.16亿元,可比口径下同比增长21%。2021年全年,36氪实现营收3.16亿元,可比口径下同比增长19%。分业务来看,2021年第四季度,36氪广告、企业增值服务、订阅收入分别为7639万元、3033万元、956万元,这三项业务的全年数据收入则分别达到2.15亿元、7403万元、2803万元。本次财报中尤其值得关注的是:1、 Q4净利润1542万元,实现扭亏为盈,八个季度以来首次盈利。图片来源:wind2、 季度毛利率高达65%,创下公司历史最高水平,全年毛利率随之上升到59.3%。图片来源:wind3、现金余额创8个季度来新高。环比增长3813万元,同比增长692万元。财报指出:“增加的主要原因是经营活动现金流入。”4、2021 年Q4和全年经营性现金流都为正。企服点评打造第二增长曲线第二增长曲线由欧洲管理学家查尔斯·汉迪提出,核心观点是任何一条增长曲线都会划过抛物线顶点,只有在第一条曲线未达到顶点之前找到第二增长曲线,才能保持业绩的持续增长。2021年,36氪推出了“企服点评”平台,收录了近万款企业服务软件,打造一款企服软件选型领域的“大众点评”,帮助需求方正确决策,也让企服产品找到一个新的获客渠道。据海比研究院数据,2020 年 SaaS 用户数达 915 万家,付费用户数量 102 万,占比超 10%。SaaS 行业正迎来发展的黄金时期,预计2025年市场规模突破1600 亿元。36氪企业点评服务在一个广阔赛道发掘出一门“卖铲子”的生意,无疑是开启第二增长曲线的最佳方式。纵观SAAS企业的发展我们可以发现","listText":"36氪昨日公布了21年全年和第四季度财报,看点颇多。如实现了八个季度来首次盈利,季度毛利率创下最高水平……当然我个人最关注的还是所谓的“第二增长曲线”企服点评业务这门卖铲子的生意。在这里写下一些对此次财报的个人看法。财务数据优异2021年第四季度,36氪实现营收1.16亿元,可比口径下同比增长21%。2021年全年,36氪实现营收3.16亿元,可比口径下同比增长19%。分业务来看,2021年第四季度,36氪广告、企业增值服务、订阅收入分别为7639万元、3033万元、956万元,这三项业务的全年数据收入则分别达到2.15亿元、7403万元、2803万元。本次财报中尤其值得关注的是:1、 Q4净利润1542万元,实现扭亏为盈,八个季度以来首次盈利。图片来源:wind2、 季度毛利率高达65%,创下公司历史最高水平,全年毛利率随之上升到59.3%。图片来源:wind3、现金余额创8个季度来新高。环比增长3813万元,同比增长692万元。财报指出:“增加的主要原因是经营活动现金流入。”4、2021 年Q4和全年经营性现金流都为正。企服点评打造第二增长曲线第二增长曲线由欧洲管理学家查尔斯·汉迪提出,核心观点是任何一条增长曲线都会划过抛物线顶点,只有在第一条曲线未达到顶点之前找到第二增长曲线,才能保持业绩的持续增长。2021年,36氪推出了“企服点评”平台,收录了近万款企业服务软件,打造一款企服软件选型领域的“大众点评”,帮助需求方正确决策,也让企服产品找到一个新的获客渠道。据海比研究院数据,2020 年 SaaS 用户数达 915 万家,付费用户数量 102 万,占比超 10%。SaaS 行业正迎来发展的黄金时期,预计2025年市场规模突破1600 亿元。36氪企业点评服务在一个广阔赛道发掘出一门“卖铲子”的生意,无疑是开启第二增长曲线的最佳方式。纵观SAAS企业的发展我们可以发现","text":"36氪昨日公布了21年全年和第四季度财报,看点颇多。如实现了八个季度来首次盈利,季度毛利率创下最高水平……当然我个人最关注的还是所谓的“第二增长曲线”企服点评业务这门卖铲子的生意。在这里写下一些对此次财报的个人看法。财务数据优异2021年第四季度,36氪实现营收1.16亿元,可比口径下同比增长21%。2021年全年,36氪实现营收3.16亿元,可比口径下同比增长19%。分业务来看,2021年第四季度,36氪广告、企业增值服务、订阅收入分别为7639万元、3033万元、956万元,这三项业务的全年数据收入则分别达到2.15亿元、7403万元、2803万元。本次财报中尤其值得关注的是:1、 Q4净利润1542万元,实现扭亏为盈,八个季度以来首次盈利。图片来源:wind2、 季度毛利率高达65%,创下公司历史最高水平,全年毛利率随之上升到59.3%。图片来源:wind3、现金余额创8个季度来新高。环比增长3813万元,同比增长692万元。财报指出:“增加的主要原因是经营活动现金流入。”4、2021 年Q4和全年经营性现金流都为正。企服点评打造第二增长曲线第二增长曲线由欧洲管理学家查尔斯·汉迪提出,核心观点是任何一条增长曲线都会划过抛物线顶点,只有在第一条曲线未达到顶点之前找到第二增长曲线,才能保持业绩的持续增长。2021年,36氪推出了“企服点评”平台,收录了近万款企业服务软件,打造一款企服软件选型领域的“大众点评”,帮助需求方正确决策,也让企服产品找到一个新的获客渠道。据海比研究院数据,2020 年 SaaS 用户数达 915 万家,付费用户数量 102 万,占比超 10%。SaaS 行业正迎来发展的黄金时期,预计2025年市场规模突破1600 亿元。36氪企业点评服务在一个广阔赛道发掘出一门“卖铲子”的生意,无疑是开启第二增长曲线的最佳方式。纵观SAAS企业的发展我们可以发现","images":[{"img":"https://static.tigerbbs.com/f2832d85be2862960d07dea8c1ff7e64","width":"632","height":"418"},{"img":"https://static.tigerbbs.com/ed66d3144de456737c7cc8d80aa12648","width":"632","height":"293"},{"img":"https://static.tigerbbs.com/f9a558bba62527a85cfded49bf194198","width":"632","height":"511"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610293319","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635628160,"gmtCreate":1646986086270,"gmtModify":1646987722649,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"外界乱局的影响已经被市场逐步消化了,应该快回到内因主导情绪的时候。就互联网这块来说,主要的影响在于政策环境,就实际作用而言,政策对平台型企业影响更剧烈,很多内容类、应用类的互联网公司被误会了,去年时提游戏,利好利空都说的是王者和吃鸡游戏,但无关的内容公司反而同样遭殃,什么时候能分开看呢? <a target=\"_blank\" href=\"https://laohu8.com/S/01119\">$创梦天地(01119)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/09990\">$祖龙娱乐(09990)$</a>","listText":"外界乱局的影响已经被市场逐步消化了,应该快回到内因主导情绪的时候。就互联网这块来说,主要的影响在于政策环境,就实际作用而言,政策对平台型企业影响更剧烈,很多内容类、应用类的互联网公司被误会了,去年时提游戏,利好利空都说的是王者和吃鸡游戏,但无关的内容公司反而同样遭殃,什么时候能分开看呢? <a target=\"_blank\" href=\"https://laohu8.com/S/01119\">$创梦天地(01119)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/09990\">$祖龙娱乐(09990)$</a>","text":"外界乱局的影响已经被市场逐步消化了,应该快回到内因主导情绪的时候。就互联网这块来说,主要的影响在于政策环境,就实际作用而言,政策对平台型企业影响更剧烈,很多内容类、应用类的互联网公司被误会了,去年时提游戏,利好利空都说的是王者和吃鸡游戏,但无关的内容公司反而同样遭殃,什么时候能分开看呢? $创梦天地(01119)$$中手游(00302)$$祖龙娱乐(09990)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635628160","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638442526,"gmtCreate":1645510224390,"gmtModify":1645510224390,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>企稳,下来没空间了,准备向上吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>企稳,下来没空间了,准备向上吧","text":"$洋葱集团(OG)$企稳,下来没空间了,准备向上吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638442526","isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853668462,"gmtCreate":1634802258478,"gmtModify":1634802757209,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01911\">$华兴资本控股(01911)$</a> 华控清交、追觅科技、纳微半导体,华兴对科技领域的重视越来越强了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01911\">$华兴资本控股(01911)$</a> 华控清交、追觅科技、纳微半导体,华兴对科技领域的重视越来越强了","text":"$华兴资本控股(01911)$ 华控清交、追觅科技、纳微半导体,华兴对科技领域的重视越来越强了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853668462","isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":254868879401224,"gmtCreate":1703234827075,"gmtModify":1703234828892,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"走势太惨,出个征求意见就已经风声鹤唳,可见游戏多么脆弱,好好呵护一下吧,希望之后反弹回来,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a> 心动公司 完美世界 不能年初肯定游戏的科技价值,年底就来个往死里限制啊","listText":"走势太惨,出个征求意见就已经风声鹤唳,可见游戏多么脆弱,好好呵护一下吧,希望之后反弹回来,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a> 心动公司 完美世界 不能年初肯定游戏的科技价值,年底就来个往死里限制啊","text":"走势太惨,出个征求意见就已经风声鹤唳,可见游戏多么脆弱,好好呵护一下吧,希望之后反弹回来,$腾讯控股(00700)$ $网易-S(09999)$ $中手游(00302)$ 心动公司 完美世界 不能年初肯定游戏的科技价值,年底就来个往死里限制啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/254868879401224","isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098182780347160","authorId":"4098182780347160","name":"桔曼乔","avatar":"https://static.tigerbbs.com/5385f1175ef4d7024aa47e96c57453fb","crmLevel":1,"crmLevelSwitch":0,"idStr":"4098182780347160","authorIdStr":"4098182780347160"},"content":"多少AI都能在游戏落地,这种集结了大数据、AI、区块链、虚拟现实产业于一身的落地场景哪里还有?","text":"多少AI都能在游戏落地,这种集结了大数据、AI、区块链、虚拟现实产业于一身的落地场景哪里还有?","html":"多少AI都能在游戏落地,这种集结了大数据、AI、区块链、虚拟现实产业于一身的落地场景哪里还有?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325165481758904,"gmtCreate":1720415160322,"gmtModify":1720430225116,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 嘀嗒出行,还能好起来吗","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 嘀嗒出行,还能好起来吗","text":"$嘀嗒出行(02559)$ 嘀嗒出行,还能好起来吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325165481758904","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635628160,"gmtCreate":1646986086270,"gmtModify":1646987722649,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"外界乱局的影响已经被市场逐步消化了,应该快回到内因主导情绪的时候。就互联网这块来说,主要的影响在于政策环境,就实际作用而言,政策对平台型企业影响更剧烈,很多内容类、应用类的互联网公司被误会了,去年时提游戏,利好利空都说的是王者和吃鸡游戏,但无关的内容公司反而同样遭殃,什么时候能分开看呢? <a target=\"_blank\" href=\"https://laohu8.com/S/01119\">$创梦天地(01119)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/09990\">$祖龙娱乐(09990)$</a>","listText":"外界乱局的影响已经被市场逐步消化了,应该快回到内因主导情绪的时候。就互联网这块来说,主要的影响在于政策环境,就实际作用而言,政策对平台型企业影响更剧烈,很多内容类、应用类的互联网公司被误会了,去年时提游戏,利好利空都说的是王者和吃鸡游戏,但无关的内容公司反而同样遭殃,什么时候能分开看呢? <a target=\"_blank\" href=\"https://laohu8.com/S/01119\">$创梦天地(01119)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/09990\">$祖龙娱乐(09990)$</a>","text":"外界乱局的影响已经被市场逐步消化了,应该快回到内因主导情绪的时候。就互联网这块来说,主要的影响在于政策环境,就实际作用而言,政策对平台型企业影响更剧烈,很多内容类、应用类的互联网公司被误会了,去年时提游戏,利好利空都说的是王者和吃鸡游戏,但无关的内容公司反而同样遭殃,什么时候能分开看呢? $创梦天地(01119)$$中手游(00302)$$祖龙娱乐(09990)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635628160","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853668462,"gmtCreate":1634802258478,"gmtModify":1634802757209,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01911\">$华兴资本控股(01911)$</a> 华控清交、追觅科技、纳微半导体,华兴对科技领域的重视越来越强了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01911\">$华兴资本控股(01911)$</a> 华控清交、追觅科技、纳微半导体,华兴对科技领域的重视越来越强了","text":"$华兴资本控股(01911)$ 华控清交、追觅科技、纳微半导体,华兴对科技领域的重视越来越强了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853668462","isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":228880870396056,"gmtCreate":1696901449283,"gmtModify":1696902076153,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NWTN\">$纽顿集团(NWTN)$ </a>迪拜王储 - 谢赫·哈曼丹·本·穆罕默德·本·拉希德·阿勒马克图姆驾驶纽顿汽车的照片看到了,我买一辆这车,是不是就是拥有了迪拜王储同款,哈哈哈哈哈哈哈哈哈","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NWTN\">$纽顿集团(NWTN)$ </a>迪拜王储 - 谢赫·哈曼丹·本·穆罕默德·本·拉希德·阿勒马克图姆驾驶纽顿汽车的照片看到了,我买一辆这车,是不是就是拥有了迪拜王储同款,哈哈哈哈哈哈哈哈哈","text":"$纽顿集团(NWTN)$ 迪拜王储 - 谢赫·哈曼丹·本·穆罕默德·本·拉希德·阿勒马克图姆驾驶纽顿汽车的照片看到了,我买一辆这车,是不是就是拥有了迪拜王储同款,哈哈哈哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/228880870396056","isVote":1,"tweetType":1,"viewCount":10082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687486380,"gmtCreate":1661222664943,"gmtModify":1661222664943,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>爱回收正值增长期,大环境整体行情稳定,期待大涨","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>爱回收正值增长期,大环境整体行情稳定,期待大涨","text":"$万物新生(RERE)$爱回收正值增长期,大环境整体行情稳定,期待大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687486380","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610267521,"gmtCreate":1648643084063,"gmtModify":1648643084063,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"企业业绩呈现呈强劲的回升趋势,疫情还在继续,希望接下来的发展能一直这么稳吧。<a target=\"_blank\" href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>","listText":"企业业绩呈现呈强劲的回升趋势,疫情还在继续,希望接下来的发展能一直这么稳吧。<a target=\"_blank\" href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>","text":"企业业绩呈现呈强劲的回升趋势,疫情还在继续,希望接下来的发展能一直这么稳吧。$36氪(KRKR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610267521","repostId":"610293319","repostType":1,"repost":{"id":610293319,"gmtCreate":1648628202832,"gmtModify":1648643084138,"author":{"id":"3551312839967021","authorId":"3551312839967021","name":"吴吞","avatar":"https://static.tigerbbs.com/a5f29331727c26c933386d090b8e5e65","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551312839967021","authorIdStr":"3551312839967021"},"themes":[],"title":"36氪财报解读,第二增长曲线重塑估值逻辑","htmlText":"36氪昨日公布了21年全年和第四季度财报,看点颇多。如实现了八个季度来首次盈利,季度毛利率创下最高水平……当然我个人最关注的还是所谓的“第二增长曲线”企服点评业务这门卖铲子的生意。在这里写下一些对此次财报的个人看法。财务数据优异2021年第四季度,36氪实现营收1.16亿元,可比口径下同比增长21%。2021年全年,36氪实现营收3.16亿元,可比口径下同比增长19%。分业务来看,2021年第四季度,36氪广告、企业增值服务、订阅收入分别为7639万元、3033万元、956万元,这三项业务的全年数据收入则分别达到2.15亿元、7403万元、2803万元。本次财报中尤其值得关注的是:1、 Q4净利润1542万元,实现扭亏为盈,八个季度以来首次盈利。图片来源:wind2、 季度毛利率高达65%,创下公司历史最高水平,全年毛利率随之上升到59.3%。图片来源:wind3、现金余额创8个季度来新高。环比增长3813万元,同比增长692万元。财报指出:“增加的主要原因是经营活动现金流入。”4、2021 年Q4和全年经营性现金流都为正。企服点评打造第二增长曲线第二增长曲线由欧洲管理学家查尔斯·汉迪提出,核心观点是任何一条增长曲线都会划过抛物线顶点,只有在第一条曲线未达到顶点之前找到第二增长曲线,才能保持业绩的持续增长。2021年,36氪推出了“企服点评”平台,收录了近万款企业服务软件,打造一款企服软件选型领域的“大众点评”,帮助需求方正确决策,也让企服产品找到一个新的获客渠道。据海比研究院数据,2020 年 SaaS 用户数达 915 万家,付费用户数量 102 万,占比超 10%。SaaS 行业正迎来发展的黄金时期,预计2025年市场规模突破1600 亿元。36氪企业点评服务在一个广阔赛道发掘出一门“卖铲子”的生意,无疑是开启第二增长曲线的最佳方式。纵观SAAS企业的发展我们可以发现","listText":"36氪昨日公布了21年全年和第四季度财报,看点颇多。如实现了八个季度来首次盈利,季度毛利率创下最高水平……当然我个人最关注的还是所谓的“第二增长曲线”企服点评业务这门卖铲子的生意。在这里写下一些对此次财报的个人看法。财务数据优异2021年第四季度,36氪实现营收1.16亿元,可比口径下同比增长21%。2021年全年,36氪实现营收3.16亿元,可比口径下同比增长19%。分业务来看,2021年第四季度,36氪广告、企业增值服务、订阅收入分别为7639万元、3033万元、956万元,这三项业务的全年数据收入则分别达到2.15亿元、7403万元、2803万元。本次财报中尤其值得关注的是:1、 Q4净利润1542万元,实现扭亏为盈,八个季度以来首次盈利。图片来源:wind2、 季度毛利率高达65%,创下公司历史最高水平,全年毛利率随之上升到59.3%。图片来源:wind3、现金余额创8个季度来新高。环比增长3813万元,同比增长692万元。财报指出:“增加的主要原因是经营活动现金流入。”4、2021 年Q4和全年经营性现金流都为正。企服点评打造第二增长曲线第二增长曲线由欧洲管理学家查尔斯·汉迪提出,核心观点是任何一条增长曲线都会划过抛物线顶点,只有在第一条曲线未达到顶点之前找到第二增长曲线,才能保持业绩的持续增长。2021年,36氪推出了“企服点评”平台,收录了近万款企业服务软件,打造一款企服软件选型领域的“大众点评”,帮助需求方正确决策,也让企服产品找到一个新的获客渠道。据海比研究院数据,2020 年 SaaS 用户数达 915 万家,付费用户数量 102 万,占比超 10%。SaaS 行业正迎来发展的黄金时期,预计2025年市场规模突破1600 亿元。36氪企业点评服务在一个广阔赛道发掘出一门“卖铲子”的生意,无疑是开启第二增长曲线的最佳方式。纵观SAAS企业的发展我们可以发现","text":"36氪昨日公布了21年全年和第四季度财报,看点颇多。如实现了八个季度来首次盈利,季度毛利率创下最高水平……当然我个人最关注的还是所谓的“第二增长曲线”企服点评业务这门卖铲子的生意。在这里写下一些对此次财报的个人看法。财务数据优异2021年第四季度,36氪实现营收1.16亿元,可比口径下同比增长21%。2021年全年,36氪实现营收3.16亿元,可比口径下同比增长19%。分业务来看,2021年第四季度,36氪广告、企业增值服务、订阅收入分别为7639万元、3033万元、956万元,这三项业务的全年数据收入则分别达到2.15亿元、7403万元、2803万元。本次财报中尤其值得关注的是:1、 Q4净利润1542万元,实现扭亏为盈,八个季度以来首次盈利。图片来源:wind2、 季度毛利率高达65%,创下公司历史最高水平,全年毛利率随之上升到59.3%。图片来源:wind3、现金余额创8个季度来新高。环比增长3813万元,同比增长692万元。财报指出:“增加的主要原因是经营活动现金流入。”4、2021 年Q4和全年经营性现金流都为正。企服点评打造第二增长曲线第二增长曲线由欧洲管理学家查尔斯·汉迪提出,核心观点是任何一条增长曲线都会划过抛物线顶点,只有在第一条曲线未达到顶点之前找到第二增长曲线,才能保持业绩的持续增长。2021年,36氪推出了“企服点评”平台,收录了近万款企业服务软件,打造一款企服软件选型领域的“大众点评”,帮助需求方正确决策,也让企服产品找到一个新的获客渠道。据海比研究院数据,2020 年 SaaS 用户数达 915 万家,付费用户数量 102 万,占比超 10%。SaaS 行业正迎来发展的黄金时期,预计2025年市场规模突破1600 亿元。36氪企业点评服务在一个广阔赛道发掘出一门“卖铲子”的生意,无疑是开启第二增长曲线的最佳方式。纵观SAAS企业的发展我们可以发现","images":[{"img":"https://static.tigerbbs.com/f2832d85be2862960d07dea8c1ff7e64","width":"632","height":"418"},{"img":"https://static.tigerbbs.com/ed66d3144de456737c7cc8d80aa12648","width":"632","height":"293"},{"img":"https://static.tigerbbs.com/f9a558bba62527a85cfded49bf194198","width":"632","height":"511"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610293319","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638442526,"gmtCreate":1645510224390,"gmtModify":1645510224390,"author":{"id":"4097905195275170","authorId":"4097905195275170","name":"没用过","avatar":"https://static.tigerbbs.com/5143d92be7ad2a1eee195e477b28f174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097905195275170","authorIdStr":"4097905195275170"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>企稳,下来没空间了,准备向上吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>企稳,下来没空间了,准备向上吧","text":"$洋葱集团(OG)$企稳,下来没空间了,准备向上吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638442526","isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}