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耳机解析度
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耳机解析度
07-25
$美图公司(01357)$
拍摄美化类相关应用已形成使用习惯,用户使用粘性在加深,科技美颜工具这个垂类成熟度高,市场工具不少但优质的不多。AIGC也为这个垂类带了很多增长点, “颜值经济+AI”可以说是AI应用的风口。上半年业绩不错,希望以后业绩会越来越好。
耳机解析度
06-04
$美图公司(01357)$
之前说的影像节什么时候开始?能线上看吗
耳机解析度
05-17
$美图公司(01357)$
$商汤-W(00020)$
$云从科技(688327)$
AI竞争越来越激烈,长期的AI能力储备很重要啊[思考]
耳机解析度
2023-07-07
$美图公司(01357)$
AI行业长期向好的态势明显,像美图之前AI动漫这些,反响都还不错,美图推7个新品,不知道还能不能持续拉动美图净利润啊
耳机解析度
05-17
$特斯拉(TSLA)$
据乘联会5月7日公布的数据显示,特斯拉4月在中国制造的电动车批发销量为62167辆,较去年同期下降18%,与3月的89064辆相比,环比下降了30.2%。 特斯拉继今年一季度销量出现下滑之后,4月交付量也未达到预期,造成这种状况有很多原因,其中一个重要因素是市场竞争激烈未及时更新换代,使得Model Y和Model 3的竞争力下降。 近日,蔚来公司
$蔚来(NIO)$
全新品牌“ONVO乐道”在上海正式发布,公司多品牌战略正式落地,进入发展新阶段。首款产品乐道L60亮相并开启预订,预售价21.99万元起,将于今年9月正式发布并上市。
耳机解析度
07-24
$英伟达(NVDA)$
今天个个都在跌的,但我还是很看好英伟达的
耳机解析度
2023-08-22
$美图公司(01357)$
现在有AIGC来赋能,感觉美图运用的不错,生产力端的工具效率还是有很大进步的
耳机解析度
07-02
$哔哩哔哩-W(09626)$
没有太多分析未来趋势变化的能力 只能跟随
耳机解析度
2023-07-27
$美图公司(01357)$
愿意付费的用户群还是蛮多的,AIGC 能赚钱,也能长久发展,美图再宣传一下也行。
耳机解析度
08-29
$拼多多(PDD)$
不断做空了,还有人坚守吗
耳机解析度
06-19
最近哔哩哔哩的游戏又如何
$哔哩哔哩-W(09626)$
大摩预判:游戏大环境已变,不利网易,看好腾讯
耳机解析度
05-14
$比亚迪(002594)$
请教一下大家 老虎股可以碎卖吗[捂脸]
耳机解析度
05-09
$美图公司(01357)$
值得关注的AIGC企业不少,通过AI应用赚钱,美图算是先行者了[抱拳]
耳机解析度
01-15
$美图公司(01357)$
买美图是看好公司的发展 相信美图有大的前途
耳机解析度
2023-07-24
$美图公司(01357)$
风物长宜放眼量!美图这份预告还是可以的...期待一下
耳机解析度
07-18
$商汤-W(00020)$
大家都在打造具备专业能力的AI,我还是很看好商汤的
耳机解析度
07-11
$京东(JD)$
怎么没啥动静呀[流泪]
耳机解析度
07-11
$快手-W(01024)$
快手这波很不错呀
耳机解析度
06-14
$阿里巴巴(BABA)$
88vip差异化服务 算是利好吧
耳机解析度
05-30
$游戏驿站(GME)$
等不起了
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> IV太高了,当期IV在97%,会不会又像上次 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 财报一样,公布财报后IV急速下降......结果期权多空双杀 [笑哭] ……我自己是不敢玩,要玩也玩卖方,持有正股+双卖,下跌就加仓,上涨就止盈,最大化利用财报的IV。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> IV太高了,当期IV在97%,会不会又像上次 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 财报一样,公布财报后IV急速下降......结果期权多空双杀 [笑哭] ……我自己是不敢玩,要玩也玩卖方,持有正股+双卖,下跌就加仓,上涨就止盈,最大化利用财报的IV。","text":"$特斯拉(TSLA)$ IV太高了,当期IV在97%,会不会又像上次 $英伟达(NVDA)$ 财报一样,公布财报后IV急速下降......结果期权多空双杀 [笑哭] 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href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 现在市场情绪不高,甚至有点混乱,逆境时期韬光养晦,等行情来了再出手","text":"$美图公司(01357)$ 现在市场情绪不高,甚至有点混乱,逆境时期韬光养晦,等行情来了再出手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363448621732048","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345411915862120,"gmtCreate":1725348675169,"gmtModify":1725348677529,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"耳机解析度","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>瞄了眼美图半年报没啥大问题。公司最近的股价走势虽然可能影响后续的持股体验,但美图的底层基本投资逻辑并没有被破坏,在这个位置,AI风口下,因为一些既无法证实又无法证伪的长期担忧而放弃一个潜力股不至于,不知道美图接下来几个月,不知道推一个nb的功能然后全球运营拉一波活跃度?","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a>瞄了眼美图半年报没啥大问题。公司最近的股价走势虽然可能影响后续的持股体验,但美图的底层基本投资逻辑并没有被破坏,在这个位置,AI风口下,因为一些既无法证实又无法证伪的长期担忧而放弃一个潜力股不至于,不知道美图接下来几个月,不知道推一个nb的功能然后全球运营拉一波活跃度?","text":"$美图公司(01357)$ 瞄了眼美图半年报没啥大问题。公司最近的股价走势虽然可能影响后续的持股体验,但美图的底层基本投资逻辑并没有被破坏,在这个位置,AI风口下,因为一些既无法证实又无法证伪的长期担忧而放弃一个潜力股不至于,不知道美图接下来几个月,不知道推一个nb的功能然后全球运营拉一波活跃度?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345411915862120","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343611349102728,"gmtCreate":1724918598338,"gmtModify":1724918599730,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"耳机解析度","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 不断做空了,还有人坚守吗","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 不断做空了,还有人坚守吗","text":"$拼多多(PDD)$ 不断做空了,还有人坚守吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343611349102728","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342927752568920,"gmtCreate":1724741016238,"gmtModify":1724741018163,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"耳机解析度","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 富贵险中求,底部十字星就是希望之星。先立个小小小目标,看两块五,突破了就有戏。另外最近消息刺激不少,是不是可以期待下市场热点轮动。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$ </a> 富贵险中求,底部十字星就是希望之星。先立个小小小目标,看两块五,突破了就有戏。另外最近消息刺激不少,是不是可以期待下市场热点轮动。","text":"$美图公司(01357)$ 富贵险中求,底部十字星就是希望之星。先立个小小小目标,看两块五,突破了就有戏。另外最近消息刺激不少,是不是可以期待下市场热点轮动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342927752568920","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341456532439344,"gmtCreate":1724384103590,"gmtModify":1724384104980,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"耳机解析度","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341456532439344","repostId":"340533230116912","repostType":1,"repost":{"id":340533230116912,"gmtCreate":1724145630000,"gmtModify":1724145927540,"author":{"id":"3574917796328560","authorId":"3574917796328560","name":"钛媒体APP","avatar":"https://static.tigerbbs.com/a30e6edce861fd1d3d0c1268a2d83b40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574917796328560","idStr":"3574917796328560"},"themes":[],"title":"《黑神话:悟空》上线引发“全民狂欢”,背后大股东“清仓股权”余款明年4月付清","htmlText":"图片来源:《黑神话:悟空》官方宣传 8月20日,首款国产3A游戏《黑神话:悟空》上线后,迅速引发了“全民狂欢”,其不仅成为Steam、WeGame等多平台的销量榜首,多个相关词条也登上不同社交媒体的热搜榜单,更带动了相关合作商和产业链上的公司股价大涨。 与此同时,《黑神话:悟空》背后的制作公司和投资商也备受瞩目。 但通过股权穿透和多份公告可以看出,其制作公司和外部股东之间,目前尚有一笔清仓式的股权转让交易尚未完成。而这也意味着,目前备受资本市场关注的投资商,或许早已和公司划清了界限。 预售已经基本覆盖成本 据公开资料,《黑神话:悟空》是改编自中国经典小说《西游记》的国产3A游戏,该游戏开发商为深圳市游科互动科技有限公司(以下简称“游戏科学”),此前预售时曾多次登顶全球最大游戏发行平台Steam的全球热销榜,在美国、新加坡、泰国、加拿大、巴西、意大利等12个地区霸榜。 根据全球游戏评分网站Metacritic统计,截至8月19日,54家全球媒体平均给出了82分的评价。其中权威评分机构IGN中国给予《黑神话:悟空》满分评价,称该游戏为中国游戏行业的里程碑,是真正意义上放在全球市场也极具竞争力的国产游戏。 3A游戏一向被视为游戏制作的吞金兽,据游戏科学创始人兼游戏制作人冯骥此前透露,“每小时的开发成本是1500万到2000万元人民币。”据业内预估,《黑神话:悟空》的开发成本至少需要3亿-4亿元。 而从收入来看,该游戏共四个版本,分别是售价268元的数字标准版,328元的数字豪华版,820元的实体豪华版和1998元的实体收藏版。Steam数据显示,目前《黑神话:悟空》排名全球第一,已经有10周在排名前100。 根据“国游销量榜”统计的数据,截至2024年7月13日,《黑神话:悟空》游戏预售销量已超过120万份,预售销售额突破4亿元,已经基本覆盖开发成本。 值得注意的是,目前黑悟空价","listText":"图片来源:《黑神话:悟空》官方宣传 8月20日,首款国产3A游戏《黑神话:悟空》上线后,迅速引发了“全民狂欢”,其不仅成为Steam、WeGame等多平台的销量榜首,多个相关词条也登上不同社交媒体的热搜榜单,更带动了相关合作商和产业链上的公司股价大涨。 与此同时,《黑神话:悟空》背后的制作公司和投资商也备受瞩目。 但通过股权穿透和多份公告可以看出,其制作公司和外部股东之间,目前尚有一笔清仓式的股权转让交易尚未完成。而这也意味着,目前备受资本市场关注的投资商,或许早已和公司划清了界限。 预售已经基本覆盖成本 据公开资料,《黑神话:悟空》是改编自中国经典小说《西游记》的国产3A游戏,该游戏开发商为深圳市游科互动科技有限公司(以下简称“游戏科学”),此前预售时曾多次登顶全球最大游戏发行平台Steam的全球热销榜,在美国、新加坡、泰国、加拿大、巴西、意大利等12个地区霸榜。 根据全球游戏评分网站Metacritic统计,截至8月19日,54家全球媒体平均给出了82分的评价。其中权威评分机构IGN中国给予《黑神话:悟空》满分评价,称该游戏为中国游戏行业的里程碑,是真正意义上放在全球市场也极具竞争力的国产游戏。 3A游戏一向被视为游戏制作的吞金兽,据游戏科学创始人兼游戏制作人冯骥此前透露,“每小时的开发成本是1500万到2000万元人民币。”据业内预估,《黑神话:悟空》的开发成本至少需要3亿-4亿元。 而从收入来看,该游戏共四个版本,分别是售价268元的数字标准版,328元的数字豪华版,820元的实体豪华版和1998元的实体收藏版。Steam数据显示,目前《黑神话:悟空》排名全球第一,已经有10周在排名前100。 根据“国游销量榜”统计的数据,截至2024年7月13日,《黑神话:悟空》游戏预售销量已超过120万份,预售销售额突破4亿元,已经基本覆盖开发成本。 值得注意的是,目前黑悟空价","text":"图片来源:《黑神话:悟空》官方宣传 8月20日,首款国产3A游戏《黑神话:悟空》上线后,迅速引发了“全民狂欢”,其不仅成为Steam、WeGame等多平台的销量榜首,多个相关词条也登上不同社交媒体的热搜榜单,更带动了相关合作商和产业链上的公司股价大涨。 与此同时,《黑神话:悟空》背后的制作公司和投资商也备受瞩目。 但通过股权穿透和多份公告可以看出,其制作公司和外部股东之间,目前尚有一笔清仓式的股权转让交易尚未完成。而这也意味着,目前备受资本市场关注的投资商,或许早已和公司划清了界限。 预售已经基本覆盖成本 据公开资料,《黑神话:悟空》是改编自中国经典小说《西游记》的国产3A游戏,该游戏开发商为深圳市游科互动科技有限公司(以下简称“游戏科学”),此前预售时曾多次登顶全球最大游戏发行平台Steam的全球热销榜,在美国、新加坡、泰国、加拿大、巴西、意大利等12个地区霸榜。 根据全球游戏评分网站Metacritic统计,截至8月19日,54家全球媒体平均给出了82分的评价。其中权威评分机构IGN中国给予《黑神话:悟空》满分评价,称该游戏为中国游戏行业的里程碑,是真正意义上放在全球市场也极具竞争力的国产游戏。 3A游戏一向被视为游戏制作的吞金兽,据游戏科学创始人兼游戏制作人冯骥此前透露,“每小时的开发成本是1500万到2000万元人民币。”据业内预估,《黑神话:悟空》的开发成本至少需要3亿-4亿元。 而从收入来看,该游戏共四个版本,分别是售价268元的数字标准版,328元的数字豪华版,820元的实体豪华版和1998元的实体收藏版。Steam数据显示,目前《黑神话:悟空》排名全球第一,已经有10周在排名前100。 根据“国游销量榜”统计的数据,截至2024年7月13日,《黑神话:悟空》游戏预售销量已超过120万份,预售销售额突破4亿元,已经基本覆盖开发成本。 值得注意的是,目前黑悟空价","images":[{"img":"https://static.tigerbbs.com/b3c3a96aed4c41299f855a6c66294e20"},{"img":"https://static.tigerbbs.com/0d53035d03664671827228ec68b19682"},{"img":"https://static.tigerbbs.com/3a34ff58b99e4722a4548c0ca48c2b6e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340533230116912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337989471719616,"gmtCreate":1723535970926,"gmtModify":1723535972966,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"耳机解析度","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146735638755500","idStr":"4146735638755500"},"themes":[],"htmlText":"大家都想吃AI的红利","listText":"大家都想吃AI的红利","text":"大家都想吃AI的红利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337989471719616","repostId":"338007829483744","repostType":1,"repost":{"id":338007829483744,"gmtCreate":1723521847126,"gmtModify":1723620764573,"author":{"id":"4138162702481440","authorId":"4138162702481440","name":"小金人塔尔塔洛斯","avatar":"https://static.tigerbbs.com/74515f0769d195af6672e1b69924d581","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4138162702481440","idStr":"4138162702481440"},"themes":[],"title":"击穿英伟达的护城河","htmlText":" 没有什么会永垂不朽——王菲。 现在,随着人工智能的热潮退去,市场纷纷在思考一个问题:巨额的资金投入到底被谁拿走了?是大模型公司?是微软谷歌等巨头?好像都不是啊,所有的人都在亏钱,没有人赢的话,似乎不符合能量守恒,哦不是,金钱守恒定律啊。初创的人工智能企业需要一轮轮的融资,强大的科技巨头也在一遍遍地投入AI大基建的浪潮,付费的客户吐槽AI助手不好用,openAI则抱怨入不敷出转化率太低,那么,必定有一个大赢家,实际上说到现在大家也都知道了——卖铲子的英伟达,奸商·黄简直是躺着数钱,硅谷巨头有苦说不出,谁让我们都得买他的GPU呢?还得用他家生态,有点像当年的英特尔和X86联手统治天下了,可惜英特尔现在已经是准st的公司了,实在不知道潜在的拐点在哪;笔者之前看财经新闻得知,英特尔不但错过了移动端处理器,显卡,甚至还干出一个神级操作,堪称硅谷反指:拒绝投资openAI,是的,X86架构和CPU垄断地位的牙膏厂实在是飘了,固步自封,而现在不得不为拒绝变化买单,好像扯远了,说回皮衣刀客:高昂的GPU价格(但强大的算力),成熟的CUDA架构,新晋的Blackwell(尽管目前要推迟),还有整个英伟达云,是不是有点X86+windows的感觉,软硬通吃了?老黄的野心还是很恐怖的,未来人工智能大规模铺开,软件硬件智能云生态,全用我的,我全都要!硅谷巨头纷纷表示:这还得了?坏了,我们全被皮夹克卡脖子了,钱全给他挣走了!该死的奸商,卖GPU还要搞数据中心,这不行!其他人呢?CPUGPUTPU给力点啊?来点生态和他抗衡啊,就像iOS对抗win一样是不是?一家独大真的好吗? 图片 而现在,英伟达的裂口在一点点的被打开...... 事情果然逐渐起变化了,现在面对英伟达的大肆扩张,硅谷巨头们也联手起来了,而实际上早在去年就有这种绕开英伟达","listText":" 没有什么会永垂不朽——王菲。 现在,随着人工智能的热潮退去,市场纷纷在思考一个问题:巨额的资金投入到底被谁拿走了?是大模型公司?是微软谷歌等巨头?好像都不是啊,所有的人都在亏钱,没有人赢的话,似乎不符合能量守恒,哦不是,金钱守恒定律啊。初创的人工智能企业需要一轮轮的融资,强大的科技巨头也在一遍遍地投入AI大基建的浪潮,付费的客户吐槽AI助手不好用,openAI则抱怨入不敷出转化率太低,那么,必定有一个大赢家,实际上说到现在大家也都知道了——卖铲子的英伟达,奸商·黄简直是躺着数钱,硅谷巨头有苦说不出,谁让我们都得买他的GPU呢?还得用他家生态,有点像当年的英特尔和X86联手统治天下了,可惜英特尔现在已经是准st的公司了,实在不知道潜在的拐点在哪;笔者之前看财经新闻得知,英特尔不但错过了移动端处理器,显卡,甚至还干出一个神级操作,堪称硅谷反指:拒绝投资openAI,是的,X86架构和CPU垄断地位的牙膏厂实在是飘了,固步自封,而现在不得不为拒绝变化买单,好像扯远了,说回皮衣刀客:高昂的GPU价格(但强大的算力),成熟的CUDA架构,新晋的Blackwell(尽管目前要推迟),还有整个英伟达云,是不是有点X86+windows的感觉,软硬通吃了?老黄的野心还是很恐怖的,未来人工智能大规模铺开,软件硬件智能云生态,全用我的,我全都要!硅谷巨头纷纷表示:这还得了?坏了,我们全被皮夹克卡脖子了,钱全给他挣走了!该死的奸商,卖GPU还要搞数据中心,这不行!其他人呢?CPUGPUTPU给力点啊?来点生态和他抗衡啊,就像iOS对抗win一样是不是?一家独大真的好吗? 图片 而现在,英伟达的裂口在一点点的被打开...... 事情果然逐渐起变化了,现在面对英伟达的大肆扩张,硅谷巨头们也联手起来了,而实际上早在去年就有这种绕开英伟达","text":"没有什么会永垂不朽——王菲。 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 不断做空了,还有人坚守吗","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 不断做空了,还有人坚守吗","text":"$拼多多(PDD)$ 不断做空了,还有人坚守吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343611349102728","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318596481982616,"gmtCreate":1718795796394,"gmtModify":1718795797888,"author":{"id":"4146735638755500","authorId":"4146735638755500","name":"耳机解析度","avatar":"https://static.tigerbbs.com/c14bf6ee96fa8cfe1f8bf6f980316142","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146735638755500","authorIdStr":"4146735638755500"},"themes":[],"htmlText":"最近哔哩哔哩的游戏又如何<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ </a>","listText":"最近哔哩哔哩的游戏又如何<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ </a>","text":"最近哔哩哔哩的游戏又如何$哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/318596481982616","repostId":"2444842940","repostType":2,"repost":{"id":"2444842940","kind":"news","pubTimestamp":1718791031,"share":"https://www.laohu8.com/m/news/2444842940?lang=&edition=full","pubTime":"2024-06-19 17:57","market":"us","language":"zh","title":"大摩预判:游戏大环境已变,不利网易,看好腾讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2444842940","media":"华尔街见闻","summary":"大摩表示,随着行业监管重点发生转移,腾讯作为“中国最大的小游戏平台”或将迎来春天,叠加腾讯海外投资初见成效,国际游戏业务势头强劲。","content":"<html><body><p>在游戏市场全面进入存量时代之后,行业两大巨头<a href=\"https://laohu8.com/S/00700\">腾讯</a>和<a href=\"https://laohu8.com/S/NTES\">网易</a>的角力日益加剧,全方位的激烈竞争避无可避,究竟谁能笑到最后?</p>\n<p><strong>而且游戏行业大环境已“今非昔比”</strong>,众多投行机构已然为这万亿市场的角逐押下赌注,其中<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在6月18日发布的研报中,<strong>将更多的筹码押给了腾讯。</strong></p>\n<p>大摩分析师在研报中给出了两大理由:</p>\n<blockquote>\n<p>1、<strong>游戏行业本身的结构性变化(比如监管重点的转移)</strong>,对腾讯的低ARPU(每用户平均收入)游戏等“小游戏”更加有利。</p>\n<p>2、<strong>腾讯海外投资初见成效</strong>,国际游戏业务势头强劲。</p>\n</blockquote>\n<h2>游戏行业变化利好腾讯,“中国最大的小游戏平台”迎来春天</h2>\n<p>摩根士丹利表示,在行业监管重点发生转移的前提下,<strong>货币化程度更低的游戏有望获得更多政策利好</strong>,腾讯低ARPU(每用户平均收入)游戏(比如专注于MOBA、第一人称射击、派对和小游戏等)将或将吸引更多玩家。<strong>下半年腾讯网络游戏收入预计同比增长10%,而网易增长5%:</strong></p>\n<blockquote>\n<p>自2021年监管整顿以来,<strong>监管重点已从未成年人保护转向过度货币化。</strong></p>\n<p>网易已采取积极措施限制 《梦幻西游》端游的货币化,这可能会波及其产品组合中的其他游戏。</p>\n<p>我们认为腾讯可以从其低ARPU的游戏品类中获益,因为其主要的MOBA和第一人称射击游戏内容更轻,<strong>通过游戏内购买货币化的程度较低。</strong></p>\n</blockquote>\n<p>在这种背景下,<strong>所谓的“小游戏”开始迎来自己的春天:</strong></p>\n<blockquote>\n<p>与2021年相比,2023年小游戏的整体潜在市场规模增长了7倍,超过人民币200亿元。</p>\n<p>我们预计,运营中国最大小游戏平台的腾讯将从行业繁荣中受益,<strong>小游戏收入有望在未来两年翻一番。</strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8084a96e-63a7-4539-b2a7-6bb38c3fad27.png\"/></p>\n</blockquote>\n<p>大摩还认为,相比之下,曾经统领中国游戏届的MMORPG(大型多人在线角色扮演游戏)似乎难现往日荣光,<strong>而腾讯恰好在该领域布局有限:</strong></p>\n<blockquote>\n<p>MMORPG曾是中国最大的游戏品类,由于采用pay-to-win(花钱变强) 机制,其ARPU值非常高(人民币500-1000元不等)。</p>\n<p>但我们看到消费正在转向物有所值的游戏,MMORPG的流水正在萎缩 (2019-2023年的CAGR为-12%),并被新游戏所蚕食。</p>\n</blockquote>\n<h2>海外投资初见成效,国际游戏业务势头强劲</h2>\n<p>除了在国内”卷疯“的存量市场占据优势之外,腾讯能赢得大摩的青睐,也得益于海外投资初见成效,大摩在报告中写道:</p>\n<blockquote>\n<p>腾讯一直在通过建立自主游戏制作工作室和收购海外工作室来拓展海外游戏业务,这些投资已初见成效。</p>\n<p>2020-23年国际游戏的CAGR为15%,到2023年,国际游戏的收入占比达到30%(2019年为14%)。</p>\n<p><strong>我们预计2023-25年国际游戏CAGR为11%。 </strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/54d8e2f7-c676-4dd8-a29f-d9647adb141a.png\"/></p>\n</blockquote><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","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>大摩预判:游戏大环境已变,不利网易,看好腾讯</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; 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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\">\n大摩预判:游戏大环境已变,不利网易,看好腾讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-19 17:57 北京时间 <a href=https://wallstreetcn.com/articles/3717568><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在游戏市场全面进入存量时代之后,行业两大巨头腾讯和网易的角力日益加剧,全方位的激烈竞争避无可避,究竟谁能笑到最后?\n而且游戏行业大环境已“今非昔比”,众多投行机构已然为这万亿市场的角逐押下赌注,其中摩根士丹利在6月18日发布的研报中,将更多的筹码押给了腾讯。\n大摩分析师在研报中给出了两大理由:\n\n1、游戏行业本身的结构性变化(比如监管重点的转移),对腾讯的低ARPU(每用户平均收入)游戏等“小游戏...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717568\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/4e1462f3-6ffe-4fdc-848c-314090e39deb.jpeg","relate_stocks":{"80700":"腾讯控股-R","IE0008368742.USD":"首域中国增长基金I Acc","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","TCEHY":"腾讯控股ADR","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0971096721.USD":"富达环球金融服务 A","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK1591":"就地过年概念","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0173614495.USD":"富达中国焦点A","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK1517":"云办公","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK1608":"元宇宙概念","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","BK1516":"腾讯概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","BK1531":"手游股","09999":"网易-S","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0431992006.USD":"摩根大通新兴市场机会A(acc)","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD"},"source_url":"https://wallstreetcn.com/articles/3717568","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444842940","content_text":"在游戏市场全面进入存量时代之后,行业两大巨头腾讯和网易的角力日益加剧,全方位的激烈竞争避无可避,究竟谁能笑到最后?\n而且游戏行业大环境已“今非昔比”,众多投行机构已然为这万亿市场的角逐押下赌注,其中摩根士丹利在6月18日发布的研报中,将更多的筹码押给了腾讯。\n大摩分析师在研报中给出了两大理由:\n\n1、游戏行业本身的结构性变化(比如监管重点的转移),对腾讯的低ARPU(每用户平均收入)游戏等“小游戏”更加有利。\n2、腾讯海外投资初见成效,国际游戏业务势头强劲。\n\n游戏行业变化利好腾讯,“中国最大的小游戏平台”迎来春天\n摩根士丹利表示,在行业监管重点发生转移的前提下,货币化程度更低的游戏有望获得更多政策利好,腾讯低ARPU(每用户平均收入)游戏(比如专注于MOBA、第一人称射击、派对和小游戏等)将或将吸引更多玩家。下半年腾讯网络游戏收入预计同比增长10%,而网易增长5%:\n\n自2021年监管整顿以来,监管重点已从未成年人保护转向过度货币化。\n网易已采取积极措施限制 《梦幻西游》端游的货币化,这可能会波及其产品组合中的其他游戏。\n我们认为腾讯可以从其低ARPU的游戏品类中获益,因为其主要的MOBA和第一人称射击游戏内容更轻,通过游戏内购买货币化的程度较低。\n\n在这种背景下,所谓的“小游戏”开始迎来自己的春天:\n\n与2021年相比,2023年小游戏的整体潜在市场规模增长了7倍,超过人民币200亿元。\n我们预计,运营中国最大小游戏平台的腾讯将从行业繁荣中受益,小游戏收入有望在未来两年翻一番。\n\n\n大摩还认为,相比之下,曾经统领中国游戏届的MMORPG(大型多人在线角色扮演游戏)似乎难现往日荣光,而腾讯恰好在该领域布局有限:\n\nMMORPG曾是中国最大的游戏品类,由于采用pay-to-win(花钱变强) 机制,其ARPU值非常高(人民币500-1000元不等)。\n但我们看到消费正在转向物有所值的游戏,MMORPG的流水正在萎缩 (2019-2023年的CAGR为-12%),并被新游戏所蚕食。\n\n海外投资初见成效,国际游戏业务势头强劲\n除了在国内”卷疯“的存量市场占据优势之外,腾讯能赢得大摩的青睐,也得益于海外投资初见成效,大摩在报告中写道:\n\n腾讯一直在通过建立自主游戏制作工作室和收购海外工作室来拓展海外游戏业务,这些投资已初见成效。\n2020-23年国际游戏的CAGR为15%,到2023年,国际游戏的收入占比达到30%(2019年为14%)。\n我们预计2023-25年国际游戏CAGR为11%。 \n\n风险提示及免责条款\n\n 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