$哔哩哔哩(BILI_老虎社区_美港股上老虎 - 老虎社区

反手一个做空

$哔哩哔哩(BILI)$b站，500亿美金的市值，2亿活跃用户，也就是说10年内要每个用户贡献250刀市值才合理，也就是1300元左右，目前看来有点困难。

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雄哥价值投资
2021-02-18
雄哥价值投资
互联网企业按1的市销率估值吗？ [思考]
- 雄哥价值投资回复blueAmder:
  10年呢，我哪知道能搞成啥样[冷漠]
- blueAmder回复雄哥价值投资:
  布局哪个海外？是youtube不香了还是nico没人看了
- 雄哥价值投资回复反手一个做空:
  B站还在布局海外市场呢[冷漠]
- 反手一个做空回复雄哥价值投资:
  难道2亿就不能变一亿吗？10年后中国新增人口减少，中年人和大爷大妈又不会入场b站
- 雄哥价值投资回复反手一个做空:
  那前提是2亿活跃用户不再变化了，B站还在破圈呢，可能10年后活跃用户不止2亿了[贱笑]
不赖啊
2021-02-20
不赖啊
就问你国内综合视频站还有哪个能打的，快手和抖音都只是短视频而已估值已经上天，B站有的内容他们没有，B站没有的B站也能继续做，论未来，还是B站笑到最后
大舅哥
2021-02-18
大舅哥
这段我在微博看过了
Chtholly
2021-02-18
Chtholly
真把所有用户当成精神股东了啊笑死
AllenFly
2021-02-18
AllenFly
[笑哭]你想笑死我
27b209c8
2021-02-18
27b209c8
广告啊
- JaredKushner:
  b站营收是游戏，不是广告

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2

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