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零点来一瓶西北狼

零点来一瓶西北狼

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零点来一瓶西北狼

2018-07-25

毛票就是毛票，以后的新人不要碰一元以下的

$Helios and Matheson Analytics(HMNY)$ 好惨是不是，唉

毛票就是毛票，以后的新人不要碰一元以下的

零点来一瓶西北狼

2020-11-06

$Tilray Inc.(TLRY)$拜登若是当选，大麻股肯定会跌的尼玛都不认识你，这货可是反对这个的

零点来一瓶西北狼

2020-11-21

$开心汽车(KXIN)$没事你接着继续涨，我等着做空

零点来一瓶西北狼

2020-11-06

$奥罗拉大麻公司(ACB)$川普要赢的前奏

零点来一瓶西北狼

2020-08-04

$Mallinckrodt plc(MNK)$破产谈判中

零点来一瓶西北狼

2020-03-09

$摩贝(MKD)$ 又一个坑爹的中概股，18年营收90多亿这水分不是一般的大

零点来一瓶西北狼

2020-11-21

$拼多多(PDD)$它长得这么厉害也是有原因的，好多朋友从不用到用

零点来一瓶西北狼

2020-08-03

$公路控股(HIHO)$为啥不能做空[流泪] [流泪]

零点来一瓶西北狼

2020-05-20

$瑞幸咖啡(LK)$大家伙估计今晚能跌几十个点？

零点来一瓶西北狼

2018-10-04

$Regulus Therapeutics Inc(RGLS)$合股了？

去老虎APP查看更多动态

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12:33","market":"hk","language":"zh","title":"暴雪和网易“闹掰”了？细数他们的“恩怨情仇”","url":"https://stock-news.laohu8.com/highlight/detail?id=1153622031","media":"游戏葡萄","summary":"十三年前那场“魔兽停服”的风波又会再次出现吗？","content":"<html><head></head><body><p>11月17日，暴雪娱乐宣布，由于与<a href=\"https://laohu8.com/S/NTES\">网易</a>目前的授权协议将于2023年1月23日到期，该公司将暂停在中国大陆的大部分暴雪游戏服务。</p><p>其中包括《魔兽世界》、《炉石传说》、《魔兽争霸3:重生》、《守望先锋》、《星际争霸》系列、《暗黑破坏神3》和《风暴英雄》。《暗黑破坏神：不朽》的共同开发和发行以及涉及两家公司另外的单独协议。</p><p>对于与<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>解约一事，网易则回应称：</p><blockquote>一直在尽最大努力和动视暴雪公司谈判，希望推进续约。经过长时间的谈判，我们仍然无法就一些合作的关键性条款与动视暴雪达成一致。我们非常遗憾动视暴雪在今天先行宣布了停止合作，我们将不得不接受此决定。网易将继续履行职责，为我们的玩家服务到最后一刻。</blockquote><p>今日的港股市场颇为不平静，游戏股高开低走，其中网易更是一度跳水跌超14%，截止午间收盘跌幅收窄为10%，最新市值为3503亿港元。</p><p><img src=\"https://static.tigerbbs.com/86df6696ca2698c57d5127c97dac3101\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>据悉，暴雪娱乐自2008年起与网易签订了授权协议，涵盖了这些暴雪游戏在中国的发行。</p><p>11月8日，动视暴雪公布了2022年Q3财报。财报称公司在中国签约的代理协议将于2023年1月到期，他们表示正在讨论续签协议，但最终可能无法达成令双方都满意的结果。</p><p><img src=\"https://static.tigerbbs.com/d8a1bbb18156a95437a91b9ccde0867f\" tg-width=\"1080\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>动视暴雪2022第三季度财报</p><p>财报提及，当前需要续约的协议涵盖了在暴雪中国发布的多款游戏（《魔兽世界》《星际争霸II》《炉石传说》《守望先锋》等），这些产品约占动视暴雪2021年合并净收入的3%。</p><p><img src=\"https://static.tigerbbs.com/7b26ee753e2c75f38ac8f0d7d6a5ea61\" tg-width=\"1080\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p><p>《魔兽世界》</p><p>这两段信息同时在动视暴雪财报上出现时，也让不少媒体和投资者疑惑：</p><p>暴雪2021年在中国市场的收入真的只占3%？临近续约，暴雪跟中国代理商网易之间又发生了什么？上面这两段内容，是暴雪在财报里的正常风险公示，还是其面对明年协议续约时的一种谈判技巧？十三年前那场“魔兽停服”的风波又会再次出现吗？</p><p><b>01、曾经的蜜月期</b></p><p>暴雪跟网易的合作时间可以追溯到14年前。</p><p>2008年8月，暴雪与网易达成代理协议，同意独家授权后者《星际争霸2》《魔兽争霸3：冰封王座》《魔兽争霸3：混乱统治》及扩展包三款产品、以及暴雪游戏平台战网的使用权，授权期为3年。</p><p><img src=\"https://static.tigerbbs.com/a5a9429021dc48fb7f360b771f5121df\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>《星际争霸2》</p><p>2009年4月，暴雪再次授权网易运营旗下热门产品《魔兽世界》，为期3年。在递交至美国证交会的陈述表中，网易承诺将为上述两份协议支付不低于3.015亿美元（约人民币22亿元），包含授权、版税、咨询等费用。</p><p><img src=\"https://static.tigerbbs.com/ff2c87b41fec257db7934baa2ece29d8\" tg-width=\"1080\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>来源：网易提交至美国证交会（SEC）的备案（000-30666号)</p><p>不过，由于当时《魔兽世界》并非暴雪首次授权，因此更换代理商时，双方需要花费额外成本对接数据、重新审核内容等等。尽管当时暴雪和网易都表示会尽量平稳过渡，保证玩家体验，但《魔兽世界》还是因上述原因暂停运营了两个月左右。</p><p><img src=\"https://static.tigerbbs.com/aa5c0a82255fc031a2ab8bb5188c04c3\" tg-width=\"1071\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>九城《魔兽世界》停运FAQ</p><p>2009年算是双方合作取得成绩的第一年。一方面，随着《魔兽世界》多部资料片更新，更多中国玩家涌入游戏。据Edward Hunter 的一项调查，2009年8月《魔兽世界》在线玩家达到1310万人，刷新历史新高。</p><p>另一方面，网易也在财报中表示，主要得益于《魔兽世界》的运营，公司游戏业务在2009年Q4、及2010年Q1分别同比增收约60%和50%。</p><p><img src=\"https://static.tigerbbs.com/345af1dc9de1cd4e10a0ebb30a8f3329\" tg-width=\"1080\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>2009年第四季度网易财报官方新闻稿</p><p>《魔兽世界》良好的发展态势，似乎让暴雪看到了中国市场的潜力。2009年8月，暴雪娱乐CEO Mike Morhaime在接受21世纪经济报道采访时表示，他们正在与网易联手打通中国二三线游戏市场，预计未来4年内，暴雪在中国市场的玩家数量会增长一倍。</p><p>Mike Morhaime，暴雪娱乐创始人兼CEO</p><p>2012年，暴雪与网易续约了代理协议，并将当时首发产品《暗黑破坏神3》国内运营权交与网易。网易则克服重重困难，在外服发售两年后成功引入《暗黑破坏神3》国服，产品上线后很快便获得200万份销量。</p><p><img src=\"https://static.tigerbbs.com/fa7df4a420738ab6a36fa73e6ed6f7c3\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>《暗黑破坏神3》</p><p>自此，暴雪先后联合网易，在国内市场推出《炉石传说》《风暴英雄》《守望先锋》等新产品。其中《炉石传说》应该是双方首次实现国内与全球同步公测的产品，其产品在国内iOS端首发当天，便取得免费榜第1和畅销榜第3的成绩。</p><p><img src=\"https://static.tigerbbs.com/567f40c917feb23e3cf5accabe3e1154\" tg-width=\"924\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>同时，网易CEO丁磊也在2014年5月的财报会上表示，中国排在《炉石传说》全球市场第一名，不论用户数还是营收都远超其他市场。</p><p>2016年5月，《守望先锋》发售，很快便成为火爆多年的现象级游戏之一。产品当年累计销量突破2000万份，其中网易宣布国服销量超过500万份，约占总销量的四分之一。</p><p><img src=\"https://static.tigerbbs.com/fbe5837682ff39c5406f0aeb718fc531\" tg-width=\"950\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>从上述产品的营收成绩来看，中国市场在暴雪全球收入中占据不小的份额，而暴雪与网易后续达成的全球同步运营模式，也让暴雪游戏第一时间触达到国内市场，获得更多声量。</p><p>与此同时，随着自研游戏的发展，和借力暴雪系列作品的知名度和口碑、总结相关研发运营经验，网易逐渐超越盛大，坐稳国内第二大游戏厂商。</p><p><b>02、这两年的暴雪</b></p><p>截至目前，暴雪跟网易的合作超过14年，双方的合作协议也分阶段续约至2023年1月。而在这最后一个协议期的3年里，暴雪的处境并不算乐观。</p><p>一方面，随着游戏寿命周期增长和市场环境影响，暴雪多款端游玩家流失严重。曾有玩家依据暴雪财报披露的月活数据，制作了一张暴雪玩家月活统计图，从中我们能看到，暴雪月活用户已经从2017年Q2的4600万，下降至2021年Q2的2600万。</p><p><img src=\"https://static.tigerbbs.com/d3a09e9b05302fa7d68a6439421502b7\" tg-width=\"908\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/></p><p>另一方面，玩家对于暴雪游戏的口碑也在不断下滑。例如2020年初暴雪推出《魔兽争霸3重制版》后，有超2万名玩家在Metacritic上给出了0.5分的评分（满分10分）。</p><p><img src=\"https://static.tigerbbs.com/6376e633268a671ebf03e877661b156c\" tg-width=\"698\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>老产品玩家流失、口碑滑落同时，暴雪新品的研发进度却相对缓慢。不仅自2017年起连续5年没有新IP产品上线，而且备受期待的《守望先锋2》和《暗黑破坏神4》也多次跳票。甚至在疫情等因素影响下，作为暴雪玩家每年最期待的嘉年华也自2021年起暂停筹办。</p><p><img src=\"https://static.tigerbbs.com/01a58b0d37870cd1bab2ddaeaf7e3c06\" tg-width=\"654\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>2020年转为线上，2021年线上也暂停筹办</p><p>在去年的一段时间，暴雪也经历了一系列人员变动。不仅《守望先锋》游戏总监Jeff Kaplan、《守望先锋2》执行制作人兼暴雪副总裁Chacko Sonny等多名高层离职，而且公司本身也因陷入“员工性骚扰事件”，解雇了多名涉事员工。</p><p><img src=\"https://static.tigerbbs.com/5c06bf101e301d6a0541692551b0cb16\" tg-width=\"836\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>去年10月，一些前暴雪资深员工宣布成立了新工作室</p><p>好在2022年，暴雪推出了两款曾多次跳票的产品——《暗黑破坏神：不朽》和《守望先锋：归来》，为公司带来了热度和收入同时，也挽回了部分颓势。</p><p>其中《暗黑破坏神：不朽》（下称暗黑手游）由网易、暴雪联合开发，得益于暗黑系列IP的知名度和题材玩法，以及网易在手游、本地化方面的经验，暗黑手游海外上线首月下载量便突破1000万，为暴雪贡献了近4900万美元（约合人民币3.2亿元，已除去平台分成）的收入（数据来源：mobilegamer）。</p><p><img src=\"https://static.tigerbbs.com/51d966787dbf670406b182f5a35f6022\" tg-width=\"885\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p>mobilegamer</p><p>随后，在7月底发布的暗黑手游国服也取得了不错的成绩，上线首月稳居iOS畅销榜TOP 5 。</p><p><img src=\"https://static.tigerbbs.com/01c4d368daf558c1ba71083cec7023a1\" tg-width=\"1080\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/></p><p>11月初，Appmagic报告显示，暗黑手游5个月的累计营收已经突破3亿美元（约合人民币21.74亿元，已除去平台分成），其中晚上线近两个月国内市场贡献了1.447亿美元，将近一半。</p><p><img src=\"https://static.tigerbbs.com/b26b495248cd0c6487d816f047d8ceb9\" tg-width=\"694\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>而在这次2022年Q3财报中，暴雪娱乐净收入也实现了10%的同比增长，财报称增长的重要原因为7月份暗黑手游在中国市场的上线。这些数据或许证明了，中国市场依旧为其带来可观收入。</p><p><b>03、暴雪财报透露了哪些信息？</b></p><p>回到暴雪Q3财报，正文部分，暴雪提到了「和网易签订的代理游戏在2021年的净收入仅占动视暴雪的3％」，这或许存在了一些歧义。</p><p>首先，动视暴雪2021年的净收入为88.03亿美元，收入来源主要为动视、暴雪娱乐和King三大分部，其中动视和King的业务与网易没有直接关联，因此收入占比应该计算网易代理产品占暴雪娱乐的比例。</p><p>动视暴雪收入三大分部</p><p>而暴雪娱乐净收入为18.27亿美元，借此计算，「动视暴雪的3%」应该占暴雪娱乐收入14.45%，考虑到代理游戏的运营成本几乎都由网易承担，暴雪的利润分成应该很高。</p><p><img src=\"https://static.tigerbbs.com/a7bf8f32b526b1d89df631abe615cd12\" tg-width=\"1080\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/></p><p>2021年暴雪财报各分部收入</p><p>如此来看，暴雪去年通过网易代理产品获得的收入应该在15%左右，绝对值并不低，他们又为何要在Q3的节点上，公布这个「3%」的数据，和续约谈判的事项？</p><p>我想这大概率是暴雪面对明年即将到来的续约，而准备的谈判技巧。</p><p>首先，Q3财报指出《暗黑破坏神：不朽》的合作来源于另外一份独立协议，而根据上述暗黑手游国服3个月1.44亿美元的营收状况来看，今年暴雪在国内市场的收入会明显高于2021年——这意味着暴雪跟网易仍有合作共赢的态势，2022年的国内市场也仍是暴雪的重要收入来源。</p><p><img src=\"https://static.tigerbbs.com/8895c6f34c724d5baf68dcd1a9f1240a\" tg-width=\"1080\" tg-height=\"526\" referrerpolicy=\"no-referrer\"/></p><p>其次，不少人看到财报内容，可能会猜测暴雪公布「3%」的数据，是认为网易代理的国内产品收入不达预期，准备在即将到来代理期结束时跟网易分手。但综合上述情况来看，这「分手的代价」确实有些大了——不仅会影响当前双方合作共赢的局面，而且也会因为取消或更换国内代理商而损失长期利益。</p><p>要知道，2008年《魔兽世界》更换代理商时，在暴雪和网易的全力推进下，这款游戏还是暂停运营了两个月。而如今国内市场的要求更为严格，若是网易代理的多款游戏都面临这样的情况，那么重新换代理商将带来的波折只会多不会少。</p><p><img src=\"https://static.tigerbbs.com/951a5a432a0f2dfb526609fd0ceaf272\" tg-width=\"874\" tg-height=\"145\" referrerpolicy=\"no-referrer\"/></p><p>2009年魔兽更换代理商时，一些媒体的报道</p><p>当然，上面这些内容都是基于公开信息的推测，真正的情况如何，还得看后续暴雪跟网易的谈判结果。</p><p>葡萄君也有些感慨，暴雪跟网易长达14年的合作，可能是国内游戏圈最让人庆幸的一次联袂，暴雪借此打开了国内市场，网易也实现了长足发展。无论最终谈判如何，都希望这两家能获得让彼此满意的结果，能最大程度的保证代理产品的运营情况和玩家体验。</p></body></html>","source":"lsy1573221304147","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>暴雪和网易“闹掰”了？细数他们的“恩怨情仇”</title>\n<style 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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暴雪和网易“闹掰”了？细数他们的“恩怨情仇”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 12:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5OTc2ODUxMw==&mid=2649869624&idx=2&sn=5aa2b929c7acd14b952a90189a527570&chksm=bf33159688449c8042fbe46aab819bcd84d5b57844f4af94c51efb3d0755ad5a56ff6fda0479#rd><strong>游戏葡萄</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月17日，暴雪娱乐宣布，由于与网易目前的授权协议将于2023年1月23日到期，该公司将暂停在中国大陆的大部分暴雪游戏服务。其中包括《魔兽世界》、《炉石传说》、《魔兽争霸3:重生》、《守望先锋》、《星际争霸》系列、《暗黑破坏神3》和《风暴英雄》。《暗黑破坏神：不朽》的共同开发和发行以及涉及两家公司另外的单独协议。对于与动视暴雪解约一事，网易则回应称：一直在尽最大努力和动视暴雪公司谈判，希望推进...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5OTc2ODUxMw==&mid=2649869624&idx=2&sn=5aa2b929c7acd14b952a90189a527570&chksm=bf33159688449c8042fbe46aab819bcd84d5b57844f4af94c51efb3d0755ad5a56ff6fda0479#rd\">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/6a4f21a674c5e0e30b41fa4f589f1cb6","relate_stocks":{"09999":"网易-S","NTES":"网易","ATVI":"动视暴雪"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5OTc2ODUxMw==&mid=2649869624&idx=2&sn=5aa2b929c7acd14b952a90189a527570&chksm=bf33159688449c8042fbe46aab819bcd84d5b57844f4af94c51efb3d0755ad5a56ff6fda0479#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153622031","content_text":"11月17日，暴雪娱乐宣布，由于与网易目前的授权协议将于2023年1月23日到期，该公司将暂停在中国大陆的大部分暴雪游戏服务。其中包括《魔兽世界》、《炉石传说》、《魔兽争霸3:重生》、《守望先锋》、《星际争霸》系列、《暗黑破坏神3》和《风暴英雄》。《暗黑破坏神：不朽》的共同开发和发行以及涉及两家公司另外的单独协议。对于与动视暴雪解约一事，网易则回应称：一直在尽最大努力和动视暴雪公司谈判，希望推进续约。经过长时间的谈判，我们仍然无法就一些合作的关键性条款与动视暴雪达成一致。我们非常遗憾动视暴雪在今天先行宣布了停止合作，我们将不得不接受此决定。网易将继续履行职责，为我们的玩家服务到最后一刻。今日的港股市场颇为不平静，游戏股高开低走，其中网易更是一度跳水跌超14%，截止午间收盘跌幅收窄为10%，最新市值为3503亿港元。据悉，暴雪娱乐自2008年起与网易签订了授权协议，涵盖了这些暴雪游戏在中国的发行。11月8日，动视暴雪公布了2022年Q3财报。财报称公司在中国签约的代理协议将于2023年1月到期，他们表示正在讨论续签协议，但最终可能无法达成令双方都满意的结果。动视暴雪2022第三季度财报财报提及，当前需要续约的协议涵盖了在暴雪中国发布的多款游戏（《魔兽世界》《星际争霸II》《炉石传说》《守望先锋》等），这些产品约占动视暴雪2021年合并净收入的3%。《魔兽世界》这两段信息同时在动视暴雪财报上出现时，也让不少媒体和投资者疑惑：暴雪2021年在中国市场的收入真的只占3%？临近续约，暴雪跟中国代理商网易之间又发生了什么？上面这两段内容，是暴雪在财报里的正常风险公示，还是其面对明年协议续约时的一种谈判技巧？十三年前那场“魔兽停服”的风波又会再次出现吗？01、曾经的蜜月期暴雪跟网易的合作时间可以追溯到14年前。2008年8月，暴雪与网易达成代理协议，同意独家授权后者《星际争霸2》《魔兽争霸3：冰封王座》《魔兽争霸3：混乱统治》及扩展包三款产品、以及暴雪游戏平台战网的使用权，授权期为3年。《星际争霸2》2009年4月，暴雪再次授权网易运营旗下热门产品《魔兽世界》，为期3年。在递交至美国证交会的陈述表中，网易承诺将为上述两份协议支付不低于3.015亿美元（约人民币22亿元），包含授权、版税、咨询等费用。来源：网易提交至美国证交会（SEC）的备案（000-30666号)不过，由于当时《魔兽世界》并非暴雪首次授权，因此更换代理商时，双方需要花费额外成本对接数据、重新审核内容等等。尽管当时暴雪和网易都表示会尽量平稳过渡，保证玩家体验，但《魔兽世界》还是因上述原因暂停运营了两个月左右。九城《魔兽世界》停运FAQ2009年算是双方合作取得成绩的第一年。一方面，随着《魔兽世界》多部资料片更新，更多中国玩家涌入游戏。据Edward Hunter 的一项调查，2009年8月《魔兽世界》在线玩家达到1310万人，刷新历史新高。另一方面，网易也在财报中表示，主要得益于《魔兽世界》的运营，公司游戏业务在2009年Q4、及2010年Q1分别同比增收约60%和50%。2009年第四季度网易财报官方新闻稿《魔兽世界》良好的发展态势，似乎让暴雪看到了中国市场的潜力。2009年8月，暴雪娱乐CEO Mike Morhaime在接受21世纪经济报道采访时表示，他们正在与网易联手打通中国二三线游戏市场，预计未来4年内，暴雪在中国市场的玩家数量会增长一倍。Mike Morhaime，暴雪娱乐创始人兼CEO2012年，暴雪与网易续约了代理协议，并将当时首发产品《暗黑破坏神3》国内运营权交与网易。网易则克服重重困难，在外服发售两年后成功引入《暗黑破坏神3》国服，产品上线后很快便获得200万份销量。《暗黑破坏神3》自此，暴雪先后联合网易，在国内市场推出《炉石传说》《风暴英雄》《守望先锋》等新产品。其中《炉石传说》应该是双方首次实现国内与全球同步公测的产品，其产品在国内iOS端首发当天，便取得免费榜第1和畅销榜第3的成绩。同时，网易CEO丁磊也在2014年5月的财报会上表示，中国排在《炉石传说》全球市场第一名，不论用户数还是营收都远超其他市场。2016年5月，《守望先锋》发售，很快便成为火爆多年的现象级游戏之一。产品当年累计销量突破2000万份，其中网易宣布国服销量超过500万份，约占总销量的四分之一。从上述产品的营收成绩来看，中国市场在暴雪全球收入中占据不小的份额，而暴雪与网易后续达成的全球同步运营模式，也让暴雪游戏第一时间触达到国内市场，获得更多声量。与此同时，随着自研游戏的发展，和借力暴雪系列作品的知名度和口碑、总结相关研发运营经验，网易逐渐超越盛大，坐稳国内第二大游戏厂商。02、这两年的暴雪截至目前，暴雪跟网易的合作超过14年，双方的合作协议也分阶段续约至2023年1月。而在这最后一个协议期的3年里，暴雪的处境并不算乐观。一方面，随着游戏寿命周期增长和市场环境影响，暴雪多款端游玩家流失严重。曾有玩家依据暴雪财报披露的月活数据，制作了一张暴雪玩家月活统计图，从中我们能看到，暴雪月活用户已经从2017年Q2的4600万，下降至2021年Q2的2600万。另一方面，玩家对于暴雪游戏的口碑也在不断下滑。例如2020年初暴雪推出《魔兽争霸3重制版》后，有超2万名玩家在Metacritic上给出了0.5分的评分（满分10分）。老产品玩家流失、口碑滑落同时，暴雪新品的研发进度却相对缓慢。不仅自2017年起连续5年没有新IP产品上线，而且备受期待的《守望先锋2》和《暗黑破坏神4》也多次跳票。甚至在疫情等因素影响下，作为暴雪玩家每年最期待的嘉年华也自2021年起暂停筹办。2020年转为线上，2021年线上也暂停筹办在去年的一段时间，暴雪也经历了一系列人员变动。不仅《守望先锋》游戏总监Jeff Kaplan、《守望先锋2》执行制作人兼暴雪副总裁Chacko Sonny等多名高层离职，而且公司本身也因陷入“员工性骚扰事件”，解雇了多名涉事员工。去年10月，一些前暴雪资深员工宣布成立了新工作室好在2022年，暴雪推出了两款曾多次跳票的产品——《暗黑破坏神：不朽》和《守望先锋：归来》，为公司带来了热度和收入同时，也挽回了部分颓势。其中《暗黑破坏神：不朽》（下称暗黑手游）由网易、暴雪联合开发，得益于暗黑系列IP的知名度和题材玩法，以及网易在手游、本地化方面的经验，暗黑手游海外上线首月下载量便突破1000万，为暴雪贡献了近4900万美元（约合人民币3.2亿元，已除去平台分成）的收入（数据来源：mobilegamer）。mobilegamer随后，在7月底发布的暗黑手游国服也取得了不错的成绩，上线首月稳居iOS畅销榜TOP 5 。11月初，Appmagic报告显示，暗黑手游5个月的累计营收已经突破3亿美元（约合人民币21.74亿元，已除去平台分成），其中晚上线近两个月国内市场贡献了1.447亿美元，将近一半。而在这次2022年Q3财报中，暴雪娱乐净收入也实现了10%的同比增长，财报称增长的重要原因为7月份暗黑手游在中国市场的上线。这些数据或许证明了，中国市场依旧为其带来可观收入。03、暴雪财报透露了哪些信息？回到暴雪Q3财报，正文部分，暴雪提到了「和网易签订的代理游戏在2021年的净收入仅占动视暴雪的3％」，这或许存在了一些歧义。首先，动视暴雪2021年的净收入为88.03亿美元，收入来源主要为动视、暴雪娱乐和King三大分部，其中动视和King的业务与网易没有直接关联，因此收入占比应该计算网易代理产品占暴雪娱乐的比例。动视暴雪收入三大分部而暴雪娱乐净收入为18.27亿美元，借此计算，「动视暴雪的3%」应该占暴雪娱乐收入14.45%，考虑到代理游戏的运营成本几乎都由网易承担，暴雪的利润分成应该很高。2021年暴雪财报各分部收入如此来看，暴雪去年通过网易代理产品获得的收入应该在15%左右，绝对值并不低，他们又为何要在Q3的节点上，公布这个「3%」的数据，和续约谈判的事项？我想这大概率是暴雪面对明年即将到来的续约，而准备的谈判技巧。首先，Q3财报指出《暗黑破坏神：不朽》的合作来源于另外一份独立协议，而根据上述暗黑手游国服3个月1.44亿美元的营收状况来看，今年暴雪在国内市场的收入会明显高于2021年——这意味着暴雪跟网易仍有合作共赢的态势，2022年的国内市场也仍是暴雪的重要收入来源。其次，不少人看到财报内容，可能会猜测暴雪公布「3%」的数据，是认为网易代理的国内产品收入不达预期，准备在即将到来代理期结束时跟网易分手。但综合上述情况来看，这「分手的代价」确实有些大了——不仅会影响当前双方合作共赢的局面，而且也会因为取消或更换国内代理商而损失长期利益。要知道，2008年《魔兽世界》更换代理商时，在暴雪和网易的全力推进下，这款游戏还是暂停运营了两个月。而如今国内市场的要求更为严格，若是网易代理的多款游戏都面临这样的情况，那么重新换代理商将带来的波折只会多不会少。2009年魔兽更换代理商时，一些媒体的报道当然，上面这些内容都是基于公开信息的推测，真正的情况如何，还得看后续暴雪跟网易的谈判结果。葡萄君也有些感慨，暴雪跟网易长达14年的合作，可能是国内游戏圈最让人庆幸的一次联袂，暴雪借此打开了国内市场，网易也实现了长足发展。无论最终谈判如何，都希望这两家能获得让彼此满意的结果，能最大程度的保证代理产品的运营情况和玩家体验。","news_type":1,"symbols_score_info":{"09999":0.9,"NTES":0.9,"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":6062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683466826,"gmtCreate":1656472935369,"gmtModify":1704864901218,"author":{"id":"3487599334006236","authorId":"3487599334006236","name":"零点来一瓶西北狼","avatar":"https://static.tigerbbs.com/e181858b0874ea5736f8174379e319d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487599334006236","authorIdStr":"3487599334006236"},"themes":[],"htmlText":"传销式的营销","listText":"传销式的营销","text":"传销式的营销","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683466826","repostId":"1193492822","repostType":2,"repost":{"id":"1193492822","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1656461990,"share":"https://www.laohu8.com/m/news/1193492822?lang=zh_CN&edition=full","pubTime":"2022-06-29 08:19","market":"us","language":"zh","title":"蔚来遭海外机构做空，被指与瑞幸造假案关键人物多有瓜葛","url":"https://stock-news.laohu8.com/highlight/detail?id=1193492822","media":"华尔街见闻","summary":"摘要：Grizzly Research报告称，蔚来利用成立的武汉蔚能电池公司为其创造数十亿美元营收，2021财年蔚来优于预期的盈利中，至少60%由蔚能贡献；李斌和瑞幸“金三角”之一刘二海关系密切，刘在","content":"<html><head></head><body><blockquote>摘要：Grizzly Research报告称，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>利用成立的武汉蔚能电池公司为其创造数十亿美元营收，2021财年<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>优于预期的盈利中，至少60%由蔚能贡献；李斌和瑞幸“金三角”之一刘二海关系密切，刘在李斌控制的<a href=\"https://laohu8.com/S/BITA\">易车</a>长期任董事，刘曾投资蔚来及摩拜。</blockquote><p>一份海外机构的做空报告将蔚来汽车和2015年爆出会计丑闻的加拿大制药企业Valeant，以及两年前披露财务造假的<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>联系在一起。</p><p>上述报告发布当天，周二蔚来美股低开2.6%，盘初转涨，早盘刷新日高时涨近2.2%，开盘约一小时后又转跌，刷新日低时日内跌逾4%，最终收跌近2.6%。另外两家中概造车新势力——<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>均收跌逾5%。</p><p>蔚来利用武汉蔚能夸大收入和盈利能力</p><p>6月28日周二，做空机构Grizzly Research发布报告，题为“我们认为蔚来汽车在用Valeant那样的财会游戏，通过夸大收入和提高净利润率达到目标”。</p><p>Grizzly报告开篇就指出，和Veleant当年利用帮助成立的药房Philidor夸大业绩一样，蔚来可能利用一家未纳入合并报表的关联方夸大收入和盈利能力。正是因为觉得蔚来拥有强劲的业绩，散户投资者才追捧蔚来，让它的股价自2020年以来累涨450%，成为中国市值最高的电动汽车企业之一。</p><p>报告认为，上述未被并表的关联方就是由蔚来成立的武汉蔚能电池资产有限公司。该公司帮助蔚来持续实现高增长和盈利预期，已经为蔚来创造了数十亿美元的营业收入。就像Philidor当年帮助Valeant习惯性地捏造数据一样，自武汉蔚能成立以来，蔚来的业绩就可疑地超出预期。报告写道：</p><blockquote>在截至2021年9月的九个月内，“蔚能将蔚来的营收和净利润分别夸大了10%和95%”，即营收和净利润分别虚增了26.17亿元人民币和17.77亿元人民币。“我们发现，2021财年（蔚来）优于预期的盈利中，有至少60%由蔚能贡献。”</blockquote><p><img src=\"https://static.tigerbbs.com/9591ee808b80af84d1eaf04f53c305be\" tg-width=\"655\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Grizzly Research报告展示蔚来通过向蔚能出售电池大幅虚增营收和净利润的示意图</p><blockquote>“通过将收集月度(电池即服务（BaaS）)订阅的负担转交给蔚能，蔚来加快了营收增长。蔚能允许蔚来立即确认他们销售电池的收入，并未按照订阅期（七年）确认营收。通过这种安排，我们认为，蔚来已经通过提前确认七年的收入来扩大（营收）数字。”</blockquote><blockquote>“鉴于蔚能最近披露有1.9万用户订阅电池服务，我们怀疑，蔚能截至2021年9月30日是否真有4.0053万块电池库存。经过仔细调查，我们认为，蔚来让蔚能的电池额外增加了2.1053万块（价值11.47亿元人民币）。2021年第四季度，这个数字只会恶化，我们估算，蔚来的供应电池又虚增了多达1.52万。这种做法对蔚来的利润影响巨大。”</blockquote><p>李斌和瑞幸“金三角”之一刘二海关系密切</p><p>Grizzly报告指出，蔚来董事长兼CEO李斌与愉悦资本（Joy Capital）及其创始合伙人刘二海（Erhai Liu）关系密切，而愉悦资本的刘二海是<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>业绩造假案的核心人物，也就是瑞幸股东“金三角”——陆正耀、李辉、刘二海中的一人。</p><p>据报告整理，李斌和刘二海以及愉悦资本的密切关系表现为：</p><ul><li>刘二海自2005年以来担任汽车互联网公司易车的董事，2011年起任独立董事。易车一直由李斌控制。</li><li>2019年9月，在评估易车私有化交易的特别委员会中，刘二海被任命为其中的一名独立董事。</li><li>有报道称，刘二海是蔚来汽车和摩拜单车的早期投资者。</li><li>蔚来资本和愉悦资本曾联合投资二手车交易服务商<a href=\"https://laohu8.com/S/UXIN\">优信</a>多达3.15亿美元，另一做空机构JCap曾在2019年的报告中披露优信财务造假。</li></ul><p>报告还称，李斌被誉为中国的马斯克，但他过去参与创业的企业——易车、易鑫、摩拜都经历了股价或估值暴跌，到它们被私有化或被出售时，估值远低于巅峰期水平。</p></body></html>","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>蔚来遭海外机构做空，被指与瑞幸造假案关键人物多有瓜葛</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\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蔚来遭海外机构做空，被指与瑞幸造假案关键人物多有瓜葛\n</h2>\n\n<h4 class=\"meta\">\n\n2022-06-29 08:19 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：Grizzly Research报告称，蔚来利用成立的武汉蔚能电池公司为其创造数十亿美元营收，2021财年蔚来优于预期的盈利中，至少60%由蔚能贡献；李斌和瑞幸“金三角”之一刘二海关系密切，刘在李斌控制的易车长期任董事，刘曾投资蔚来及摩拜。一份海外机构的做空报告将蔚来汽车和2015年爆出会计丑闻的加拿大制药企业Valeant，以及两年前披露财务造假的瑞幸咖啡联系在一起。上述报告发布当天，周二...</p>\n\n<a href=\"\">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/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"BK4531":"中概回港概念","BK4526":"热门中概股","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4505":"高瓴资本持仓","09866":"蔚来-SW","BK4504":"桥水持仓","LKNCY":"瑞幸咖啡","BK4209":"餐馆","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","BK4574":"无人驾驶","BK4509":"腾讯概念","BK1588":"回港中概股","NIO":"蔚来","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193492822","content_text":"摘要：Grizzly Research报告称，蔚来利用成立的武汉蔚能电池公司为其创造数十亿美元营收，2021财年蔚来优于预期的盈利中，至少60%由蔚能贡献；李斌和瑞幸“金三角”之一刘二海关系密切，刘在李斌控制的易车长期任董事，刘曾投资蔚来及摩拜。一份海外机构的做空报告将蔚来汽车和2015年爆出会计丑闻的加拿大制药企业Valeant，以及两年前披露财务造假的瑞幸咖啡联系在一起。上述报告发布当天，周二蔚来美股低开2.6%，盘初转涨，早盘刷新日高时涨近2.2%，开盘约一小时后又转跌，刷新日低时日内跌逾4%，最终收跌近2.6%。另外两家中概造车新势力——小鹏汽车和理想汽车均收跌逾5%。蔚来利用武汉蔚能夸大收入和盈利能力6月28日周二，做空机构Grizzly Research发布报告，题为“我们认为蔚来汽车在用Valeant那样的财会游戏，通过夸大收入和提高净利润率达到目标”。Grizzly报告开篇就指出，和Veleant当年利用帮助成立的药房Philidor夸大业绩一样，蔚来可能利用一家未纳入合并报表的关联方夸大收入和盈利能力。正是因为觉得蔚来拥有强劲的业绩，散户投资者才追捧蔚来，让它的股价自2020年以来累涨450%，成为中国市值最高的电动汽车企业之一。报告认为，上述未被并表的关联方就是由蔚来成立的武汉蔚能电池资产有限公司。该公司帮助蔚来持续实现高增长和盈利预期，已经为蔚来创造了数十亿美元的营业收入。就像Philidor当年帮助Valeant习惯性地捏造数据一样，自武汉蔚能成立以来，蔚来的业绩就可疑地超出预期。报告写道：在截至2021年9月的九个月内，“蔚能将蔚来的营收和净利润分别夸大了10%和95%”，即营收和净利润分别虚增了26.17亿元人民币和17.77亿元人民币。“我们发现，2021财年（蔚来）优于预期的盈利中，有至少60%由蔚能贡献。”Grizzly Research报告展示蔚来通过向蔚能出售电池大幅虚增营收和净利润的示意图“通过将收集月度(电池即服务（BaaS）)订阅的负担转交给蔚能，蔚来加快了营收增长。蔚能允许蔚来立即确认他们销售电池的收入，并未按照订阅期（七年）确认营收。通过这种安排，我们认为，蔚来已经通过提前确认七年的收入来扩大（营收）数字。”“鉴于蔚能最近披露有1.9万用户订阅电池服务，我们怀疑，蔚能截至2021年9月30日是否真有4.0053万块电池库存。经过仔细调查，我们认为，蔚来让蔚能的电池额外增加了2.1053万块（价值11.47亿元人民币）。2021年第四季度，这个数字只会恶化，我们估算，蔚来的供应电池又虚增了多达1.52万。这种做法对蔚来的利润影响巨大。”李斌和瑞幸“金三角”之一刘二海关系密切Grizzly报告指出，蔚来董事长兼CEO李斌与愉悦资本（Joy Capital）及其创始合伙人刘二海（Erhai Liu）关系密切，而愉悦资本的刘二海是瑞幸咖啡业绩造假案的核心人物，也就是瑞幸股东“金三角”——陆正耀、李辉、刘二海中的一人。据报告整理，李斌和刘二海以及愉悦资本的密切关系表现为：刘二海自2005年以来担任汽车互联网公司易车的董事，2011年起任独立董事。易车一直由李斌控制。2019年9月，在评估易车私有化交易的特别委员会中，刘二海被任命为其中的一名独立董事。有报道称，刘二海是蔚来汽车和摩拜单车的早期投资者。蔚来资本和愉悦资本曾联合投资二手车交易服务商优信多达3.15亿美元，另一做空机构JCap曾在2019年的报告中披露优信财务造假。报告还称，李斌被誉为中国的马斯克，但他过去参与创业的企业——易车、易鑫、摩拜都经历了股价或估值暴跌，到它们被私有化或被出售时，估值远低于巅峰期水平。","news_type":1,"symbols_score_info":{"LKNCY":0.9,"EVS.SI":0.9,"NIO":0.9,"09866":0.9,"NIO.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873011448,"gmtCreate":1636794407500,"gmtModify":1636794407500,"author":{"id":"3487599334006236","authorId":"3487599334006236","name":"零点来一瓶西北狼","avatar":"https://static.tigerbbs.com/e181858b0874ea5736f8174379e319d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487599334006236","authorIdStr":"3487599334006236"},"themes":[],"htmlText":"好未来，哈哈&nbsp; 凉凉了","listText":"好未来，哈哈&nbsp; 凉凉了","text":"好未来，哈哈 凉凉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873011448","repostId":"1135489260","repostType":2,"repost":{"id":"1135489260","kind":"news","pubTimestamp":1636592204,"share":"https://www.laohu8.com/m/news/1135489260?lang=zh_CN&edition=full","pubTime":"2021-11-11 08:56","market":"us","language":"zh","title":"高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺","url":"https://stock-news.laohu8.com/highlight/detail?id=1135489260","media":"金十数据","summary":"高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途","content":"<p><a href=\"https://laohu8.com/S/GS\">高盛</a>看好中概教育股。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>三季度13F文件显示，该行第三季度大幅增持<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>等中概股，其中<a href=\"https://laohu8.com/S/EDU\">新东方</a>和<a href=\"https://laohu8.com/S/TAL\">好未来</a>增持幅度分别达352%和738%。</p>\n<p><img src=\"https://static.tigerbbs.com/bba2c779191b13b8e5ad54600140146b\" tg-width=\"829\" tg-height=\"90\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/77fe1f7869ffe41dac518bffc1976663\" tg-width=\"830\" tg-height=\"89\" referrerpolicy=\"no-referrer\"></p>\n<p>同样是中概股，高盛减持了<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车等，其中滴滴和<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>的减持幅度分别达76%和42%。</p>\n<p><img src=\"https://static.tigerbbs.com/ed7c40103bea8b0df1b468940b143ab2\" tg-width=\"830\" tg-height=\"89\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c0dc4905b1b2c166f98a8d69259f7af4\" tg-width=\"830\" tg-height=\"72\" referrerpolicy=\"no-referrer\"></p>\n<p>截至第三季度，高盛前五大持仓分别为<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>-SPDR、SPY看跌期权、微软、苹果和<a href=\"https://laohu8.com/S/IWM\">罗素2000指数ETF</a>。</p>\n<p><img src=\"https://static.tigerbbs.com/5c980fcfda21509d0fe1206fb5ca2828\" tg-width=\"829\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p>截至三季度末，高盛持仓总市值达4730.5亿美元，此前为4463.9亿美元。三季度建仓635只股票，增持了2723只股票，减持了2261只股票，清仓609只股票，前十大持仓股票市值占总持仓的18.81%。</p>\n<p><img src=\"https://static.tigerbbs.com/01fb5f9ce0e91ead0298125fc3db1a30\" tg-width=\"582\" tg-height=\"505\" referrerpolicy=\"no-referrer\"></p>","source":"jssj","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>高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺</title>\n<style 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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高盛三季度持仓：大幅增持新东方、好未来，减持滴滴、爱奇艺\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 08:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/85588><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途、滴滴、蔚来汽车等，其中滴滴和爱奇艺的减持幅度分别达76%和42%。\n\n截至第三季度，高盛前五大持仓分别为标普500ETF-SPDR、SPY看跌期权、微软、苹果和罗素2000指数ETF。\n\n截至三季度...</p>\n\n<a href=\"https://xnews.jin10.com/details/85588\">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/1b3684302211042d481cacf9066fbcca","relate_stocks":{"TAL":"好未来","DIDI":"滴滴(已退市)","IQ":"爱奇艺","GS":"高盛","09901":"新东方-S","EDU":"新东方"},"source_url":"https://xnews.jin10.com/details/85588","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135489260","content_text":"高盛看好中概教育股。\n高盛三季度13F文件显示，该行第三季度大幅增持新东方、好未来、阿里巴巴、贝壳等中概股，其中新东方和好未来增持幅度分别达352%和738%。\n\n同样是中概股，高盛减持了爱奇艺、高途、滴滴、蔚来汽车等，其中滴滴和爱奇艺的减持幅度分别达76%和42%。\n\n截至第三季度，高盛前五大持仓分别为标普500ETF-SPDR、SPY看跌期权、微软、苹果和罗素2000指数ETF。\n\n截至三季度末，高盛持仓总市值达4730.5亿美元，此前为4463.9亿美元。三季度建仓635只股票，增持了2723只股票，减持了2261只股票，清仓609只股票，前十大持仓股票市值占总持仓的18.81%。","news_type":1,"symbols_score_info":{"DIDI":0.9,"GS":0.9,"EDU":0.9,"IQ":0.9,"TAL":0.9,"09901":0.9}},"isVote":1,"tweetType":1,"viewCount":7142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175497285,"gmtCreate":1627045498147,"gmtModify":1627045498147,"author":{"id":"3487599334006236","authorId":"3487599334006236","name":"零点来一瓶西北狼","avatar":"https://static.tigerbbs.com/e181858b0874ea5736f8174379e319d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487599334006236","authorIdStr":"3487599334006236"},"themes":[],"htmlText":"凉凉了","listText":"凉凉了","text":"凉凉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175497285","repostId":"2153284985","repostType":2,"repost":{"id":"2153284985","kind":"news","pubTimestamp":1627038180,"share":"https://www.laohu8.com/m/news/2153284985?lang=zh_CN&edition=full","pubTime":"2021-07-23 19:03","market":"us","language":"zh","title":"网传“双减”政策细则引爆看空情绪，新东方跌逾40%，已探索两大新重点领域对冲政策风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2153284985","media":"21财经","summary":"最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。7月13日，教育部官网上线“‘双减’在行动”专栏，截至7月23日，已有8省教育部门介绍推进“双减”工作的经验。西南证券7月21日的一份研报指出，针对“双减”意见，新东方多个分校经营范围已发生变更。有媒体此前报道称新东方正在拓展素质教育培训，素质类和托管类是新东方各分校此次新增业务范围的两大重点领域。","content":"<div>\n<p>7月23日下午，港股教育股突然集体崩盘。14时，新东方-S（09901.HK）跌幅突然扩大，于14:17、14:28、14:59、15:05、15:13五次触发市调机制，令5分钟内股价价格跌幅受到限制。15:18，股价一度暴跌至25.20港元/股，较开盘价51.00港元/股几近腰斩。最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。此外，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>网传“双减”政策细则引爆看空情绪，新东方跌逾40%，已探索两大新重点领域对冲政策风险</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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网传“双减”政策细则引爆看空情绪，新东方跌逾40%，已探索两大新重点领域对冲政策风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 19:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b><strong>21财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月23日下午，港股教育股突然集体崩盘。14时，新东方-S（09901.HK）跌幅突然扩大，于14:17、14:28、14:59、15:05、15:13五次触发市调机制，令5分钟内股价价格跌幅受到限制。15:18，股价一度暴跌至25.20港元/股，较开盘价51.00港元/股几近腰斩。最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。此外，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b\">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/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{"EDU":"新东方","09901":"新东方-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107231903167a57fccf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153284985","content_text":"7月23日下午，港股教育股突然集体崩盘。14时，新东方-S（09901.HK）跌幅突然扩大，于14:17、14:28、14:59、15:05、15:13五次触发市调机制，令5分钟内股价价格跌幅受到限制。15:18，股价一度暴跌至25.20港元/股，较开盘价51.00港元/股几近腰斩。最终，新东方-S报收30.20港元/股，比7月22日收盘价大跌40.61%，日内总市值蒸发超过350亿港元。此外，思考乐教育（01769.HK）、新东方在线（01797.HK）、卓越教育集团（03978.HK）也遭遇20%以上跌幅。三者收盘价分别为2.53港元/股、5.92港元/股、1.06港元/股，跌幅分别超过28%、28%、21%。当日，香港恒生指数收跌1.45%，恒生科技指数收跌2.96%，教育、短视频板块跌幅居前。市场人士指出，此次教育股暴跌或起源于一份流传的名为《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》的文件，其中披露的多项政策被市场解读为将对校外培训行业带来重大影响。不过这份文件目前还无法证明其真实性。公开报道显示，5月21日，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》（以下简称“双减”意见）。本次会议指出，义务教育最突出的问题之一是中小学生负担太重，短视化、功利化问题没有根本解决。特别是校外培训机构无序发展，“校内减负、校外增负”现象突出。减轻学生负担，根本之策在于全面提高学校教学质量，做到应教尽教，强化学校教育的主阵地作用。 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11:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月23日消息，华为今日发布2020年三季度经营业绩。2020年前三季度，公司实现销售收入6713亿元人民币，同比增长9.9%，净利润率8.0%。华为表示，2020年前三季度业务经营结果基本符合预期。</p><p>值得注意的是，华为并没有公布运营商业务、消费者业务、企业业务等核心业务前三季度的收入情况。</p><p>华为称，在全球面对新冠疫情的严峻挑战下，华为全球化的供应链体系同时面临巨大的外部压力，这给生产、运营带来了不少的困难，但华为会尽最大努力寻找解决方案，努力生存和向前发展，致力履行与客户和供应商的义务。</p><p>华为强调，下一阶段公司将充分利用华为在AI、云、5G、计算等ICT技术的能力，联合伙伴提供场景化解决方案、发展行业应用，释放5G网络红利。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f0607d088fd08637f4d6d330897aafb","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161955344","content_text":"10月23日消息，华为今日发布2020年三季度经营业绩。2020年前三季度，公司实现销售收入6713亿元人民币，同比增长9.9%，净利润率8.0%。华为表示，2020年前三季度业务经营结果基本符合预期。值得注意的是，华为并没有公布运营商业务、消费者业务、企业业务等核心业务前三季度的收入情况。华为称，在全球面对新冠疫情的严峻挑战下，华为全球化的供应链体系同时面临巨大的外部压力，这给生产、运营带来了不少的困难，但华为会尽最大努力寻找解决方案，努力生存和向前发展，致力履行与客户和供应商的义务。华为强调，下一阶段公司将充分利用华为在AI、云、5G、计算等ICT技术的能力，联合伙伴提供场景化解决方案、发展行业应用，释放5G网络红利。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978085879,"gmtCreate":1599062082091,"gmtModify":1704221383237,"author":{"id":"3487599334006236","authorId":"3487599334006236","name":"零点来一瓶西北狼","avatar":"https://static.tigerbbs.com/e181858b0874ea5736f8174379e319d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487599334006236","authorIdStr":"3487599334006236"},"themes":[],"htmlText":"<a 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