斗鱼Q3财报未发，毒奶先行_老虎社区_美港股上老虎 - 老虎社区

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斗鱼Q3财报未发，毒奶先行

捷克Jack
2019-11-27

对$斗鱼(DOYU)$ 财报只有一个词来形容：慌得一比。

原因

1. Q3暑期MAU原则上应该不会差，但在游戏行业本身没有走出困境，且又没有什么值得称赞的花钱的游戏，很难有MAU转化付费的动力。原本的礼物、竞猜等方式，也会陷入一个瓶颈，况且流水最高的颜值打赏本来就不是斗鱼的强项。

2. 思聪被限制消费这一事件敲响电竞游戏行业的警钟，并不是说电竞行业被限制，而是前几年那样由思聪带领的大手大脚的投入可能一去不返。接下来，整个游戏电竞行业将会慢慢良性洗牌。

3. 短视频行业对直播的打击太大。说实话，抖音和快手的MAU要比斗鱼高，同样是主播，为什么不去受众更多的平台呢？这一点可能被很多投资者或者分析师忽略，但的确是摆在斗鱼、虎牙等游戏直播平台面前较大的挑战。当然，游戏主播天然的流量还是稳定，最怕的是那些非游戏类的直播，斗鱼并没有任何优势。前几天$陌陌(MOMO)$ 的财报可能看出一些端倪。

$虎牙(HUYA)$ $欢聚时代(YY)$

# 斗鱼Q3财报，你看好吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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418ebdce
·2019-11-27
再见了宝贝
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弱弱的自由
·2019-11-27
怕怕😱
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美股解毒师
·2019-11-27
斗鱼要是颓了，游戏主播们可咋办哦
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