$哔哩哔哩(BILI_老虎社区_美港股上老虎

$哔哩哔哩(BILI)$ 不觉得盈利抓手有百度好，未来也不可能成为腾讯。小马哥的商业眼光和战略还有人口红利不是谁都能赶上的。小孩子越来越少，b站再不盈利真就赶不上了。但是一旦盈利，也就有了算账的模型，又难以支撑这么高的估值。真的两难。像网易米哈游一样做一款爆款游戏吸金很难。代理一款又竞争不过腾讯。流量入口粘性非刚需跟爱奇艺差不多，还不如搜索引擎。

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。

精彩评论

九哥 Captain
01-22
九哥 Captain
我用ai整理一下 “哔哩哔哩(BILI) 个人认为其盈利抓手远不如百度扎实，未来也绝无可能成长为腾讯级别的企业——小马哥的商业眼光、战略布局，加之腾讯发展期的人口红利，都是难以复刻的优势。当下新生儿数量持续走低，B站若迟迟无法实现盈利，后续发展只会愈发被动；可一旦盈利落地，对应的估值算账模型成型，现有的高估值又很难被支撑，陷入进退两难的境地。想要像网易、米哈游那样自研爆款游戏实现大额吸金，难度极大；走代理游戏的路线，又难以与腾讯抗衡。而B站的流量入口粘性属于非刚需属性，和爱奇艺类似，商业价值远不及搜索引擎这类刚需入口。”
冲田总司
01-22
冲田总司
好像说了什么，又好像什么都没说。不明所以
冲田总司
01-22
冲田总司
你看你写的什么东西，小学生的作文都写的比你好
九哥 Captain
01-22
九哥 Captain
见笑啦

发表看法

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