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Willzhao

Willzhao

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2020-05-04

$跟谁学(GSX)$4块钱不能再多了

2020-05-05

$跟谁学(GSX)$就这玩意儿也配跟哔哩哔哩一个市值？

2020-05-05

$流利说(LAIX)$流利说的东西比跟谁学靠谱多了，就差了一张假财报

2020-05-04

$达美航空(DAL)$学巴菲特买赚不到钱，学巴菲特割肉就是对的吗？

2021-10-27

$小米集团-W(01810)$期权不见了？

2020-07-07

$跟谁学(GSX)$渐渐的没人想说话了

2020-03-10

$老虎证券(TIGR)$挂单100的票现在升回110多了，此刻心里只有三个字！

2020-07-10

$跟谁学(GSX)$目前看起来就是空军不死，他上升就不止，就这样了

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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投资欢喜传媒，B站“电影梦”破壳\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-01 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.bbtnews.com.cn/2020/0901/367238.shtml><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花5.13亿港元拿下欢喜传媒9.9%的股份，这则8月31日的公告，让哔哩哔哩（以下简称“B站”）离影视领域又近了一步。之前B站多围绕动漫、电竞业务投资和输出，投资欢喜传媒是B站首次官方披露的纯影视行业的投资。按照双方的计划，B站和欢喜传媒将在电影、电视剧等领域寻求更多合作，并围绕欢喜传媒旗下的影视IP进行衍生开发。虽然B站相关人士并未对北京商报记者透露具体的合作细节，但业内人士普遍认为，这是B站...</p>\n\n<a href=\"http://www.bbtnews.com.cn/2020/0901/367238.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c7f2e3ab9856d4cdcb423e2c4f7a729","relate_stocks":{"01003":"欢喜传媒","BILI":"哔哩哔哩"},"source_url":"http://www.bbtnews.com.cn/2020/0901/367238.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116220471","content_text":"花5.13亿港元拿下欢喜传媒9.9%的股份，这则8月31日的公告，让哔哩哔哩（以下简称“B站”）离影视领域又近了一步。之前B站多围绕动漫、电竞业务投资和输出，投资欢喜传媒是B站首次官方披露的纯影视行业的投资。按照双方的计划，B站和欢喜传媒将在电影、电视剧等领域寻求更多合作，并围绕欢喜传媒旗下的影视IP进行衍生开发。虽然B站相关人士并未对北京商报记者透露具体的合作细节，但业内人士普遍认为，这是B站补充影视内容、尝试自制网剧的信号。对持续破圈的B站而言，受众面更广的影视剧是不错的拉新选择，但爱优腾在影视领域已有诸多积累，B站的压力也不容忽视。\n\n“看上”徐峥宁浩\n8月31日，B站宣布以5.13亿港元投资欢喜传媒。欢喜传媒是影视内容投资、制作及新媒体播放平台公司，导演宁浩、徐峥是该公司创始股东和核心创作班底。\n欢喜传媒2015年港交所上市，近些年投资的知名作品包括《我不是药神》《疯狂的外星人》《囧妈》等。\n据悉，达成合作后，B站将获得欢喜传媒旗下既有影视作品及新作的独家外部播放权。此外，B站全资子公司还与欢喜传媒全资子公司签署了一份为期五年的业务合作协议。目前，B站与欢喜传媒最新的合作已经披露，由后者联合出品的《风犬少年的天空》和《夺冠》（原名：《中国女排》）将在近日落地B站。\n易观分析师马世聪告诉北京商报记者，“与欢喜传媒的合作，将帮助B站增加头部影视内容存量，以及未来更多内容的首播或者独播权限，B站可以丰富以电影为代表的长视频头部内容生态”。\nB站副董事长兼COO李旎在披露此次投资时也表示，“相信此次合作能为B站未来的内容扩容和用户增长打下良好基础”。\n其实，这不是B站第一次布局影视内容，多年前B站就在App首页设立了影视内容入口。北京商报记者登录B站发现，影视板块包括纪录片、电影、电视剧、综艺等，其中电影入口在显要位置。\n在影视内容分发之外，比达分析师李锦清向北京商报记者表示，自己更期待B站和欢喜传媒在自制内容上的合作。\n\n扩大自制版图\n李锦清的依据是B站公告中提及的信息：“双方将在电影、电视剧等领域寻求更多的合作机会，并围绕欢喜传媒旗下影视IP进行衍生开发”。不过，对于合作中是否涉及自制影视内容等细节，B站相关人士并未向北京商报记者透露。\n之所以关注B站和影视公司的自制合作，是因为B站自制内容的代表更多是纪录片、综艺和动画，投资标的也多是动漫、电竞类的企业。以B站出品的《但是还有书籍》和《大城无小事——派出所的故事2019》为例，这两个纪录片入围了第26届白玉兰奖最佳系列纪录片。\n但在传统视频网站的自制片单中，影视内容的爆款更多，比如今年爱奇艺的《隐秘的角落》、系列网剧《河神》，去年腾讯视频推出的《陈情令》等。\n从布局节奏看，B站与爱优腾也不同，前者是先动画、纪录片、综艺，后谋划网剧，爱优腾则在自制影视剧上出手更早。\n“各家节奏不同，是受到各平台初期定位和后期定位调整的影响，B站今年破圈的思路更迫切，所以可以看到更积极的内容布局和业务拓展。”马世聪向北京商报记者解释。\n不可否认的是，因为节奏不同，在影视剧自制领域，B站将会遭遇先行者带来的压力。在马世聪看来，“压力包括用户认知、在网剧制作产业中的话语权和议价权、成熟内容付费生态带来的竞争压力。但站在破圈的角度，更丰富的影视内容包括衍生内容、衍生服务等，可以帮助B站开拓不同的用户人群，进而带来更多的业务方向和变现可能”。\n破圈找增量\n从动漫、综艺、纪录片到影视内容，从跨年晚会到《后浪》《入海》《喜相逢》三部曲，破圈已经成为今年B站显而易见的战略方向。\n业内人士普遍认为，出圈后B站的竞争对手是爱优腾这类传统视频网站，在多家第三方机构中，B站也都被归类于在线视频，和爱优腾进行同纬度对比。\n根据QuestMobile发布的《中国移动互联网2020半年大报告》，B站与上述3家的月活数据仍存差距，2020年6月，B站月活1.06亿人，爱奇艺、腾讯视频、优酷视频分别是5.08亿人、4.83亿人、2.27亿人。\n不过，在年轻用户占比或在某些时间点上B站的优势明显。QuestMobile数据显示，2020年6月，在线视频行业新增用户中18岁以下和31岁以上、女性、下沉城市用户更多，其中B站新增用户中24岁以下的用户占比70%，是行业整体的近3倍。2019年、2020年春节期间，B站日均使用时长都排名第一，具体到2020年为111分钟，腾讯视频、爱奇艺、芒果TV分别是68、74、88分钟。\n“严格地说，B站和爱优腾的起步逻辑不一样，B站是社区起家，爱优腾是直接切入内容。现在B站虽在不断破圈，但是社区仍然是根本，所以不能直接做数据对比”，李锦清说。\n由于爱优腾中只有爱奇艺独立上市，对比B站与爱奇艺营收结构可以发现，爱奇艺营收主要来自于会员和广告，B站的营收支柱是手机游戏和增值服务。基于这些考虑，李锦清认为，“B站与传统视频网站在营收结构上的差异，也会体现在它找增量的策略上。换句话说，影视剧是爱优腾的起家业务，却是B站的后发业务，影视内容之于平台的意义、平台对该业务投入的力度也不同”。","news_type":1,"symbols_score_info":{"01003":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":4352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943057991,"gmtCreate":1594348516613,"gmtModify":1704205305318,"author":{"id":"3448427879925352","authorId":"3448427879925352","name":"Willzhao","avatar":"https://static.tigerbbs.com/796f56dd2b0d3c8e12ab14fb1291c75a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448427879925352","authorIdStr":"3448427879925352"},"themes":[],"htmlText":"那又怎么样","listText":"那又怎么样","text":"那又怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943057991","repostId":"2049169738","repostType":2,"repost":{"id":"2049169738","kind":"highlight","pubTimestamp":1594084292,"share":"https://www.laohu8.com/m/news/2049169738?lang=zh_CN&edition=full","pubTime":"2020-07-07 09:11","market":"us","language":"zh","title":"华为被制裁，小米高管微博发言公开幸灾乐祸","url":"https://stock-news.laohu8.com/highlight/detail?id=2049169738","media":"科技鉴品","summary":"在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀","content":"<div>\n<p>在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀。小米这位总监目光还是太短浅，他以为华为赢的只是芯片，事实是华为不断创新能力和更强大的生态链整合以及品控。另外，实体店在农村以及三四线城市的影响力被小米忽略。只靠攻击谩骂对手凝聚自己粉丝的粘度，只是...</p>\n\n<a href=\"https://xw.qq.com/cmsid/20200707A05IVT00\">网页链接</a>\n\n</div>\n","source":"tencent_tech","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>华为被制裁，小米高管微博发言公开幸灾乐祸</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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华为被制裁，小米高管微博发言公开幸灾乐祸\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-07 09:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xw.qq.com/cmsid/20200707A05IVT00><strong>科技鉴品</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在西方如此疯狂全面打压华为时，小米高管竟幸灾乐祸，也许在小米眼里的感觉是发国难财的机会来了。小米员工是这样在微博说的：硬件差异化没了，预计友商明年重点“宣传”软件和生态，怎么看都是一副幸灾乐祸的感觉呀。小米这位总监目光还是太短浅，他以为华为赢的只是芯片，事实是华为不断创新能力和更强大的生态链整合以及品控。另外，实体店在农村以及三四线城市的影响力被小米忽略。只靠攻击谩骂对手凝聚自己粉丝的粘度，只是...</p>\n\n<a 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