社交产品财报请关注活跃用户增速_老虎社区_美港股上老虎

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$陌陌(MOMO)$ $Snap Inc(SNAP)$ 上季度财报 “截至 2017 年 12 月，微博月活跃用户数达到 3.92 亿，相比 2016 年同期增长 7900 万” 本次财报 “2018年3月的月活跃用户数（MAUs）较上年同期净增约7000万” 很明显活跃用户增速进一步放缓了，对于社交产品而言mau就是命根子，只要用户增长够快，资本是不会太担心未来的盈利能力。陌陌去年挣的盘满钵满，mau上不去股价照样跌成狗，不得已赶紧收购探探安抚资本市场，Snap也是不敌fb系产品导致用户量增长缓慢结果价大跌。 社交产品的股票买的是未来增长的预期，微博去年股价大涨其实已经透支太多，只看当下营收增长就认为是利好就太天真了。 </body></html>","text":"$微博(WB)$ $陌陌(MOMO)$ $Snap Inc(SNAP)$ 上季度财报 “截至 2017 年 12 月，微博月活跃用户数达到 3.92 亿，相比 2016 年同期增长 7900 万” 本次财报 “2018年3月的月活跃用户数（MAUs）较上年同期净增约7000万” 很明显活跃用户增速进一步放缓了，对于社交产品而言mau就是命根子，只要用户增长够快，资本是不会太担心未来的盈利能力。陌陌去年挣的盘满钵满，mau上不去股价照样跌成狗，不得已赶紧收购探探安抚资本市场，Snap也是不敌fb系产品导致用户量增长缓慢结果价大跌。 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社交产品财报请关注活跃用户增速

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