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如果爱情有颜色

如果爱情有颜色

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如果爱情有颜色

2020-07-02

3个月，100天，2倍！

三个月，一百天，挑战翻倍成就，all in。赢了会所嫩模，输了下海干活。奥利给$哔哩哔哩(BILI)$$特斯拉(TSLA)$$三倍做多标普500ETF(UPRO)$$爱奇艺(IQ)$$拼多多(PDD)$

3个月，100天，2倍！

如果爱情有颜色

2020-07-09

$蓝城兄弟(BLCT)$肛需股[微笑] [微笑] [微笑]

如果爱情有颜色

2020-07-08

$蓝城兄弟(BLCT)$35卖出你们能信？

如果爱情有颜色

2020-07-08

$蓝城兄弟(BLCT)$跌停牌了[无语]

如果爱情有颜色

2020-06-26

$亿邦国际(EBON)$涨300%？？

如果爱情有颜色

2020-07-08

$蔚来(NIO)$开玩笑吧，15块的蔚来？股票当成特斯拉卖吗？

如果爱情有颜色

2020-07-08

$蓝城兄弟(BLCT)$你们怎么分享的营收，我只能分享这个

如果爱情有颜色

2020-07-08

$蓝城兄弟(BLCT)$涨停了，歇一会，冲50

如果爱情有颜色

2020-07-08

$蓝城兄弟(BLCT)$还有三分钟，11点准时开始，当前盘前竞价17.5

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11:45","market":"us","language":"zh","title":"神秘人爆料：世纪爆仓前夜，大摩“坑蒙拐骗”50亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1144137506","media":"一亩三分地Warald","summary":"想在金融行业活下来，要么占先机，要么更聪明，实在不行就靠坑蒙拐骗。","content":"<p>作者：Bubble</p><p>两周前的“史上最强爆仓”事件中，<a href=\"https://laohu8.com/S/GS\">高盛</a>率先胜利“大逃亡”，留下慢半拍的一众同行被拉垮。</p><p>不过，据最新消息，<b>跑得最快的其实不是高盛，而是大摩！</b></p><p><img src=\"https://static.tigerbbs.com/62bfbd07adc39429055f60aa04dc928e\" tg-width=\"936\" tg-height=\"530\" referrerpolicy=\"no-referrer\"></p><p>内部知情人士透露，<a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>于3月25日周四晚些时候(<b>即世纪大爆仓前一天</b>)，向一小撮对冲基金以折扣价出售了与Archegos Capital相关的、价值50亿美元的股票，并告知这些对冲基金，低价出售持股是为了防止“某个未具名客户”倒闭。</p><p>现在大家都知道，这个客户就是<b>老虎管理公司前分析师比尔·黄</b>。在跑路当晚，Morgan Stanley还获得了老黄的同意，对其股票进行了盘点。</p><p><img src=\"https://static.tigerbbs.com/53511de76850a08a755e5b0b8e4b32e7\" tg-width=\"936\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p><p>然而Morgan Stanley并没有向接手的买家透露的是，<b>这只是空前的数百亿美元股票抛售潮的开端。</b></p><p>第二天，其他投资银行也纷纷开始大规模抛售Archegos相关股票。</p><p>得知自己被Morgan Stanley摆了一道后，“接盘侠”们都怒不可遏，甚至事后透过媒体才得知，老黄曾和数家主要券商在25日晚间召开会议，<b>试图有序平仓，以防止抛售狂潮</b>。但考虑到可能会走漏风声，最终这一提议并没有达成共识，大家都开始各自为战。</p><p><img src=\"https://static.tigerbbs.com/80c10a307cdf09a44b9cde4c724b8ce4\" tg-width=\"936\" tg-height=\"526\" referrerpolicy=\"no-referrer\"></p><p>“闷声跑路第一人”的Morgan Stanley在预感Archegos要完蛋，“世纪大爆仓”即将来临的情况下，当晚快速找“冤大头”出手了相关股票，从而避免了庞大损失。</p><p><img src=\"https://static.tigerbbs.com/5788c82925589f1da42a8b41d2f17d8a\" tg-width=\"750\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p><p>数据显示，如果Morgan Stanley没有“坑”队友，可能会面临约100亿美元的亏损。</p><p>虽然大摩、高盛逃过了一劫，但其他公司就没那么幸运了。</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>在平仓Archegos头寸后，<b>巨亏了47亿美元</b>，野村预计亏损约<b>20亿美元</b>，三菱东京日联银行预计亏损3亿美元，瑞穗预计亏损9000万美元...</p><p>不过知情人士分析，尽管大摩此举让一些对冲基金客户很不爽，但并不会因此失去这些客户——因为作为美国科技行业的顶级投行，Morgan Stanley能拿出他们想要的IPO热门股票。</p><p>这或许就受制于人的无奈吧...</p><p>正如电影《Margin Call (商海通牒)》中的经典台词：“<b>Be first，be smarter，or cheat</b>”，想在金融行业活下来，要么占先机，要么更聪明，实在不行就靠坑蒙拐骗。</p><p><b>大家觉得这次Morgan Stanley属于哪一种？</b></p>","source":"lsy1617939800839","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>神秘人爆料：世纪爆仓前夜，大摩“坑蒙拐骗”50亿</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{ 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}\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神秘人爆料：世纪爆仓前夜，大摩“坑蒙拐骗”50亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 11:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/LW0sRbi86rX2x_qPRMWI6Q><strong>一亩三分地Warald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：Bubble两周前的“史上最强爆仓”事件中，高盛率先胜利“大逃亡”，留下慢半拍的一众同行被拉垮。不过，据最新消息，跑得最快的其实不是高盛，而是大摩！内部知情人士透露，Morgan Stanley于3月25日周四晚些时候(即世纪大爆仓前一天)，向一小撮对冲基金以折扣价出售了与Archegos Capital相关的、价值50亿美元的股票，并告知这些对冲基金，低价出售持股是为了防止“某个未具名客户...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LW0sRbi86rX2x_qPRMWI6Q\">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/e2c2e8cc0e3c0b85b9c3eafc84a86aef","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://mp.weixin.qq.com/s/LW0sRbi86rX2x_qPRMWI6Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144137506","content_text":"作者：Bubble两周前的“史上最强爆仓”事件中，高盛率先胜利“大逃亡”，留下慢半拍的一众同行被拉垮。不过，据最新消息，跑得最快的其实不是高盛，而是大摩！内部知情人士透露，Morgan Stanley于3月25日周四晚些时候(即世纪大爆仓前一天)，向一小撮对冲基金以折扣价出售了与Archegos Capital相关的、价值50亿美元的股票，并告知这些对冲基金，低价出售持股是为了防止“某个未具名客户”倒闭。现在大家都知道，这个客户就是老虎管理公司前分析师比尔·黄。在跑路当晚，Morgan Stanley还获得了老黄的同意，对其股票进行了盘点。然而Morgan Stanley并没有向接手的买家透露的是，这只是空前的数百亿美元股票抛售潮的开端。第二天，其他投资银行也纷纷开始大规模抛售Archegos相关股票。得知自己被Morgan Stanley摆了一道后，“接盘侠”们都怒不可遏，甚至事后透过媒体才得知，老黄曾和数家主要券商在25日晚间召开会议，试图有序平仓，以防止抛售狂潮。但考虑到可能会走漏风声，最终这一提议并没有达成共识，大家都开始各自为战。“闷声跑路第一人”的Morgan Stanley在预感Archegos要完蛋，“世纪大爆仓”即将来临的情况下，当晚快速找“冤大头”出手了相关股票，从而避免了庞大损失。数据显示，如果Morgan Stanley没有“坑”队友，可能会面临约100亿美元的亏损。虽然大摩、高盛逃过了一劫，但其他公司就没那么幸运了。瑞士信贷在平仓Archegos头寸后，巨亏了47亿美元，野村预计亏损约20亿美元，三菱东京日联银行预计亏损3亿美元，瑞穗预计亏损9000万美元...不过知情人士分析，尽管大摩此举让一些对冲基金客户很不爽，但并不会因此失去这些客户——因为作为美国科技行业的顶级投行，Morgan Stanley能拿出他们想要的IPO热门股票。这或许就受制于人的无奈吧...正如电影《Margin Call (商海通牒)》中的经典台词：“Be first，be smarter，or cheat”，想在金融行业活下来，要么占先机，要么更聪明，实在不行就靠坑蒙拐骗。大家觉得这次Morgan Stanley属于哪一种？","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":3998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336646444,"gmtCreate":1610096189388,"gmtModify":1703742630766,"author":{"id":"3555080814405672","authorId":"3555080814405672","name":"如果爱情有颜色","avatar":"https://static.tigerbbs.com/a4cf0e0d7a90440413d647202179b0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555080814405672","idStr":"3555080814405672"},"themes":[],"htmlText":"冲冲冲，每次美股打新必申请，小有盈余，[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"冲冲冲，每次美股打新必申请，小有盈余，[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"冲冲冲，每次美股打新必申请，小有盈余，[开心] [开心] 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23:18","market":"us","language":"zh","title":"蓝城兄弟登陆纳斯达克，首日挂牌开涨29.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137780787","media":"老虎资讯综合","summary":"7月8日，全球领先的LGBTQ社区蓝城兄弟在纳斯达克首日挂牌高开29.75%，报20.76美元，市值7.97亿美元。随着蓝城兄弟在美国上市，其正式成为全球粉红经济第一股。现股价涨超70%，盘中已两次触","content":"<p>7月8日，全球领先的LGBTQ社区蓝城兄弟在纳斯达克首日挂牌高开29.75%，报20.76美元，市值7.97亿美元。随着蓝城兄弟在美国上市，其正式成为全球粉红经济第一股。现股价涨超70%，盘中已两次触发熔断。</p><p><img src=\"https://static.tigerbbs.com/fb6ad67029e932141d0594c9b1fbb446\" tg-width=\"1242\" tg-height=\"2594\"></p><p></p><p><img src=\"https://static.tigerbbs.com/659afcf4ae4f70e3c5e2bbbaea396a07\" tg-width=\"1080\" tg-height=\"1440\"></p><p></p><p><img src=\"https://static.tigerbbs.com/73ba734ecf192dcf63bf0bb59a075fe5\" tg-width=\"887\" tg-height=\"1200\"></p><p></p><p></p><p>如今人们已经不再谈LGBTQ色变，即使在稍显含蓄的东方，对于LGBTQ人群，社会也展现出了极大的宽容和理解。</p><p>宽松的环境给予了很多LGBTQ垂类产品生存发展的空间——比如Blued。Blued是蓝城兄弟旗下各平台和服务的一站式终端，是中国最早的LGBTQ社区之一，为用户提供包括社交娱乐、视频直播、健康相关和家庭计划在内的服务。从2000年Blued的前身 “淡蓝网”上线算起，蓝城兄弟已经走过了20年的时间。</p><p></p><p><img src=\"https://static.tigerbbs.com/f7fe57cacca20ff6d84bfd35b9b67ab1\" tg-width=\"1080\" tg-height=\"679\"></p><p></p><p></p><p>招股书显示，作为蓝城兄弟的载体，截至2020年3月31日，Blued在全球已拥有超过4900万注册用户，覆盖210多个国家和地区。每天有数以百万计的LGBTQ人群在这里聊天交友、观看直播以及遇见爱情。</p><p><b>20年，蓝城兄弟成长史</b></p><p>20年前，当Blued创始人耿乐(马保力)一个人躲在自己的卧室里，困扰于如何帮助更多LGBTQ人群表达自我时，他或许永远也不会想到自己有一天会到纳斯达克敲钟。</p><p>从2000年开始，这个16岁就上警校的年轻人就已经在默默运营一个名为“淡蓝色回忆”的网站了，后来人们习惯叫它“淡蓝网”，这正是Blued的前身。如今，Blued已一跃成为全球领先的LGBTQ社区。耿乐曾说，作为其中的一份子，自己有这个义务为LGBTQ群体搭建一个平台，让他们分享彼此，畅所欲言。</p><p></p><p><img src=\"https://static.tigerbbs.com/ef01a79dce199da65a030bec0831688d\" tg-width=\"640\" tg-height=\"823\"></p><p></p><p></p><p>2013年4月对耿乐来说是一个转折点，蓝城兄弟获得了天使轮数百万人民币融资。在转型移动化后，仅6个月，Blued用户就突破100万。至今，Blued共获得了七轮融资，背后不乏顺为、清流、鼎晖等明星资本大咖。</p><p></p><p><img src=\"https://static.tigerbbs.com/a4f7a656a614d0fd356747a1a543328a\" tg-width=\"640\" tg-height=\"440\"></p><p></p><p></p><p>2020年第一季度，Blued的月活用户数已经达到600万，其中今年3月的MAU已达650万。根据Frost &amp; Sullivan的报告显示，目前Blued的平均MAU和平均DAU已是国内同赛道第二名的6倍和近7倍。</p><p>财务数据方面，蓝城兄弟在2019全年实现7.59亿元营业收入，较2018年全年营收5. 01亿元同比增长51.4%。2020年第一季度收入达2.07亿元，2019年同期为1.45亿元。</p><p>在收入快速增长的同时，蓝城兄弟的调整后净亏损率在近两年持续收窄，分别为18.0%、6.9%。2020年第一季度，公司调整后净亏损进一步收窄至760万元，净亏损率仅为3.7%。Blued亏损的持续收窄给了市场很大的信心。</p><p>业务层面，直播服务是蓝城兄弟的第一大营收来源。招股书显示，2018、2019年直播收入分别为4.6 亿元、6.7 亿元，分别占总营收91.3%、88.5%。</p><p>不过，除直播收入持续增长外，蓝城兄弟的会员服务收入在总收入的占比也在持续提升，招股书显示，蓝城兄弟会员服务付费用户从2018年的8.5万增长至2019年的45.7万。会员服务，也是蓝城兄弟收入结构中的特点之一。这一服务上线于2018年6月，主要包括基于订阅的会员服务和按次付费服务，类似新浪微博的会员模式，可以自由设置个性化主页、聊天窗口背景、黑名单数量、过滤广告、隐身功能、买道具以及给聊天对象送礼物等特权。</p><p>按次付费服务包括“荷尔健康”，主要为LGBT提供丰富的抗HIV相关药物和咨询服务，以及与男性健康有关的其他服务。</p><p>基于深刻的社群洞察，“荷尔健康”上线后，对于缓解LGBTQ人群的健康焦虑，具有独特优势。另外，会员服务收入也逐渐成长为蓝城兄弟新的增长点，多元收入结构的向好趋势越来越明显。</p><p><b>深挖用户价值</b></p><p>在二级市场，投资人信奉的永远是增长。无论是用户还是收入的增长，未来蓝城兄弟也许会面临很多挑战。</p><p>不过对于垂直类的社区，这个问题需要辩证来看。</p><p>一方面，Frost &amp; Sullivan的报告显示，2018年全球LGBTQ(性少数群体)人口约为4.5亿，预计到2023年将增长至5.91亿，在总人口的占比则将从2018年的5.9%增加至7.4%，这意味着未来在这一市场蓝城兄弟仍有巨大空间潜力可挖。</p><p>海外的市场充满机遇。2015年，耿乐和团队开始探索东南亚、拉丁美洲等国际市场。如今，Blued已成为印度、韩国、泰国、越南等地最大的线上LGBTQ社区。</p><p></p><p><img src=\"https://static.tigerbbs.com/1c70a1bb4b853db67df99e777b505d28\" tg-width=\"640\" tg-height=\"384\"></p><p></p><p></p><p>另一方面，如何保持用户的高速增长，也是垂直社区一直在思考和探索的。当前，对于Blued来说，充分挖掘每一个用户的潜力也是格外重要。</p><p>B站的发展历程就很能说明这一问题。作为一家二次元起家的社区，依靠强大的用户粘性，B站在商业广告未充分挖掘的情况下，其ARPU值仍远远超过优爱腾等巨头平台，这充分说明了垂直社区巨大的商业潜力。</p><p>通过增加曝光机会、实现在线隐身以及给赠送礼物等会员服务，Blued在挖掘用户潜力层面已经积累了越来越多的经验。</p><p>得益于优质的用户群体，商业广告未来也很可能会成为蓝城兄弟重要的收入增长极。商业广告的投放永远追求效率和投入产出比，需要对受众人群有精准的把握，这一点LGBTQ社区有着天然的优势。</p><p>在2020年第一季度，蓝城兄弟广告收入同比增速为13.1%，随着品牌对于同志社区的逐渐认同，未来Blued很可能迎来广告投放的大爆发。</p><p><b>蓝城兄弟的精神内核</b></p><p>20年时间，从默默无闻到上市公司，蓝城兄弟的稳健成长也极具时代意义。</p><p>除了提供交友功能之外，Blued在产品中提供了很多围绕持续社交而设计的场景，延伸了软件在用户生活和娱乐方面的进一步价值，从而留住用户，温暖用户，打造用户的“专属空间”。</p><p>正如耿乐在致投资者的一封信中所说的那样，“我们不仅仅是一个商业公司。我们的商业运作是通过融入社会并用温和的力量去消除歧视来推动社会进步的一个途径。我们渴望向世界宣告：这是一个致力于LGBTQ团体的组织，是由异性恋和LGBTQ人群携手建立的。”</p><p>某种程度上，蓝城兄弟的核心价值并不仅仅体现在它的增长或变现能力上，这家公司深耕人群的恒心，赋予了它坚实的内核。近20年的积累和沉淀，对于LGBTQ群体的了解与认知，是蓝城兄弟隐形的宝贵财富。</p><p>社会日趋包容，环境正在变化，在保持国内市场领先地位的同时，如何探索尚有更多潜在机会的国际市场、如何挖掘成熟市场的未来潜力，相信将是蓝城兄弟接下来最重要的课题。</p>","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>蓝城兄弟登陆纳斯达克，首日挂牌开涨29.75%</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; 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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蓝城兄弟登陆纳斯达克，首日挂牌开涨29.75%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-07-08 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月8日，全球领先的LGBTQ社区蓝城兄弟在纳斯达克首日挂牌高开29.75%，报20.76美元，市值7.97亿美元。随着蓝城兄弟在美国上市，其正式成为全球粉红经济第一股。现股价涨超70%，盘中已两次触发熔断。</p><p><img src=\"https://static.tigerbbs.com/fb6ad67029e932141d0594c9b1fbb446\" tg-width=\"1242\" tg-height=\"2594\"></p><p></p><p><img src=\"https://static.tigerbbs.com/659afcf4ae4f70e3c5e2bbbaea396a07\" tg-width=\"1080\" tg-height=\"1440\"></p><p></p><p><img src=\"https://static.tigerbbs.com/73ba734ecf192dcf63bf0bb59a075fe5\" tg-width=\"887\" tg-height=\"1200\"></p><p></p><p></p><p>如今人们已经不再谈LGBTQ色变，即使在稍显含蓄的东方，对于LGBTQ人群，社会也展现出了极大的宽容和理解。</p><p>宽松的环境给予了很多LGBTQ垂类产品生存发展的空间——比如Blued。Blued是蓝城兄弟旗下各平台和服务的一站式终端，是中国最早的LGBTQ社区之一，为用户提供包括社交娱乐、视频直播、健康相关和家庭计划在内的服务。从2000年Blued的前身 “淡蓝网”上线算起，蓝城兄弟已经走过了20年的时间。</p><p></p><p><img src=\"https://static.tigerbbs.com/f7fe57cacca20ff6d84bfd35b9b67ab1\" tg-width=\"1080\" tg-height=\"679\"></p><p></p><p></p><p>招股书显示，作为蓝城兄弟的载体，截至2020年3月31日，Blued在全球已拥有超过4900万注册用户，覆盖210多个国家和地区。每天有数以百万计的LGBTQ人群在这里聊天交友、观看直播以及遇见爱情。</p><p><b>20年，蓝城兄弟成长史</b></p><p>20年前，当Blued创始人耿乐(马保力)一个人躲在自己的卧室里，困扰于如何帮助更多LGBTQ人群表达自我时，他或许永远也不会想到自己有一天会到纳斯达克敲钟。</p><p>从2000年开始，这个16岁就上警校的年轻人就已经在默默运营一个名为“淡蓝色回忆”的网站了，后来人们习惯叫它“淡蓝网”，这正是Blued的前身。如今，Blued已一跃成为全球领先的LGBTQ社区。耿乐曾说，作为其中的一份子，自己有这个义务为LGBTQ群体搭建一个平台，让他们分享彼此，畅所欲言。</p><p></p><p><img src=\"https://static.tigerbbs.com/ef01a79dce199da65a030bec0831688d\" tg-width=\"640\" tg-height=\"823\"></p><p></p><p></p><p>2013年4月对耿乐来说是一个转折点，蓝城兄弟获得了天使轮数百万人民币融资。在转型移动化后，仅6个月，Blued用户就突破100万。至今，Blued共获得了七轮融资，背后不乏顺为、清流、鼎晖等明星资本大咖。</p><p></p><p><img src=\"https://static.tigerbbs.com/a4f7a656a614d0fd356747a1a543328a\" tg-width=\"640\" tg-height=\"440\"></p><p></p><p></p><p>2020年第一季度，Blued的月活用户数已经达到600万，其中今年3月的MAU已达650万。根据Frost &amp; Sullivan的报告显示，目前Blued的平均MAU和平均DAU已是国内同赛道第二名的6倍和近7倍。</p><p>财务数据方面，蓝城兄弟在2019全年实现7.59亿元营业收入，较2018年全年营收5. 01亿元同比增长51.4%。2020年第一季度收入达2.07亿元，2019年同期为1.45亿元。</p><p>在收入快速增长的同时，蓝城兄弟的调整后净亏损率在近两年持续收窄，分别为18.0%、6.9%。2020年第一季度，公司调整后净亏损进一步收窄至760万元，净亏损率仅为3.7%。Blued亏损的持续收窄给了市场很大的信心。</p><p>业务层面，直播服务是蓝城兄弟的第一大营收来源。招股书显示，2018、2019年直播收入分别为4.6 亿元、6.7 亿元，分别占总营收91.3%、88.5%。</p><p>不过，除直播收入持续增长外，蓝城兄弟的会员服务收入在总收入的占比也在持续提升，招股书显示，蓝城兄弟会员服务付费用户从2018年的8.5万增长至2019年的45.7万。会员服务，也是蓝城兄弟收入结构中的特点之一。这一服务上线于2018年6月，主要包括基于订阅的会员服务和按次付费服务，类似新浪微博的会员模式，可以自由设置个性化主页、聊天窗口背景、黑名单数量、过滤广告、隐身功能、买道具以及给聊天对象送礼物等特权。</p><p>按次付费服务包括“荷尔健康”，主要为LGBT提供丰富的抗HIV相关药物和咨询服务，以及与男性健康有关的其他服务。</p><p>基于深刻的社群洞察，“荷尔健康”上线后，对于缓解LGBTQ人群的健康焦虑，具有独特优势。另外，会员服务收入也逐渐成长为蓝城兄弟新的增长点，多元收入结构的向好趋势越来越明显。</p><p><b>深挖用户价值</b></p><p>在二级市场，投资人信奉的永远是增长。无论是用户还是收入的增长，未来蓝城兄弟也许会面临很多挑战。</p><p>不过对于垂直类的社区，这个问题需要辩证来看。</p><p>一方面，Frost &amp; Sullivan的报告显示，2018年全球LGBTQ(性少数群体)人口约为4.5亿，预计到2023年将增长至5.91亿，在总人口的占比则将从2018年的5.9%增加至7.4%，这意味着未来在这一市场蓝城兄弟仍有巨大空间潜力可挖。</p><p>海外的市场充满机遇。2015年，耿乐和团队开始探索东南亚、拉丁美洲等国际市场。如今，Blued已成为印度、韩国、泰国、越南等地最大的线上LGBTQ社区。</p><p></p><p><img src=\"https://static.tigerbbs.com/1c70a1bb4b853db67df99e777b505d28\" tg-width=\"640\" tg-height=\"384\"></p><p></p><p></p><p>另一方面，如何保持用户的高速增长，也是垂直社区一直在思考和探索的。当前，对于Blued来说，充分挖掘每一个用户的潜力也是格外重要。</p><p>B站的发展历程就很能说明这一问题。作为一家二次元起家的社区，依靠强大的用户粘性，B站在商业广告未充分挖掘的情况下，其ARPU值仍远远超过优爱腾等巨头平台，这充分说明了垂直社区巨大的商业潜力。</p><p>通过增加曝光机会、实现在线隐身以及给赠送礼物等会员服务，Blued在挖掘用户潜力层面已经积累了越来越多的经验。</p><p>得益于优质的用户群体，商业广告未来也很可能会成为蓝城兄弟重要的收入增长极。商业广告的投放永远追求效率和投入产出比，需要对受众人群有精准的把握，这一点LGBTQ社区有着天然的优势。</p><p>在2020年第一季度，蓝城兄弟广告收入同比增速为13.1%，随着品牌对于同志社区的逐渐认同，未来Blued很可能迎来广告投放的大爆发。</p><p><b>蓝城兄弟的精神内核</b></p><p>20年时间，从默默无闻到上市公司，蓝城兄弟的稳健成长也极具时代意义。</p><p>除了提供交友功能之外，Blued在产品中提供了很多围绕持续社交而设计的场景，延伸了软件在用户生活和娱乐方面的进一步价值，从而留住用户，温暖用户，打造用户的“专属空间”。</p><p>正如耿乐在致投资者的一封信中所说的那样，“我们不仅仅是一个商业公司。我们的商业运作是通过融入社会并用温和的力量去消除歧视来推动社会进步的一个途径。我们渴望向世界宣告：这是一个致力于LGBTQ团体的组织，是由异性恋和LGBTQ人群携手建立的。”</p><p>某种程度上，蓝城兄弟的核心价值并不仅仅体现在它的增长或变现能力上，这家公司深耕人群的恒心，赋予了它坚实的内核。近20年的积累和沉淀，对于LGBTQ群体的了解与认知，是蓝城兄弟隐形的宝贵财富。</p><p>社会日趋包容，环境正在变化，在保持国内市场领先地位的同时，如何探索尚有更多潜在机会的国际市场、如何挖掘成熟市场的未来潜力，相信将是蓝城兄弟接下来最重要的课题。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9cea3a4b2a13e047ecd35459ad139a8","relate_stocks":{"BLCT":"蓝城兄弟"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137780787","content_text":"7月8日，全球领先的LGBTQ社区蓝城兄弟在纳斯达克首日挂牌高开29.75%，报20.76美元，市值7.97亿美元。随着蓝城兄弟在美国上市，其正式成为全球粉红经济第一股。现股价涨超70%，盘中已两次触发熔断。如今人们已经不再谈LGBTQ色变，即使在稍显含蓄的东方，对于LGBTQ人群，社会也展现出了极大的宽容和理解。宽松的环境给予了很多LGBTQ垂类产品生存发展的空间——比如Blued。Blued是蓝城兄弟旗下各平台和服务的一站式终端，是中国最早的LGBTQ社区之一，为用户提供包括社交娱乐、视频直播、健康相关和家庭计划在内的服务。从2000年Blued的前身 “淡蓝网”上线算起，蓝城兄弟已经走过了20年的时间。招股书显示，作为蓝城兄弟的载体，截至2020年3月31日，Blued在全球已拥有超过4900万注册用户，覆盖210多个国家和地区。每天有数以百万计的LGBTQ人群在这里聊天交友、观看直播以及遇见爱情。20年，蓝城兄弟成长史20年前，当Blued创始人耿乐(马保力)一个人躲在自己的卧室里，困扰于如何帮助更多LGBTQ人群表达自我时，他或许永远也不会想到自己有一天会到纳斯达克敲钟。从2000年开始，这个16岁就上警校的年轻人就已经在默默运营一个名为“淡蓝色回忆”的网站了，后来人们习惯叫它“淡蓝网”，这正是Blued的前身。如今，Blued已一跃成为全球领先的LGBTQ社区。耿乐曾说，作为其中的一份子，自己有这个义务为LGBTQ群体搭建一个平台，让他们分享彼此，畅所欲言。2013年4月对耿乐来说是一个转折点，蓝城兄弟获得了天使轮数百万人民币融资。在转型移动化后，仅6个月，Blued用户就突破100万。至今，Blued共获得了七轮融资，背后不乏顺为、清流、鼎晖等明星资本大咖。2020年第一季度，Blued的月活用户数已经达到600万，其中今年3月的MAU已达650万。根据Frost & Sullivan的报告显示，目前Blued的平均MAU和平均DAU已是国内同赛道第二名的6倍和近7倍。财务数据方面，蓝城兄弟在2019全年实现7.59亿元营业收入，较2018年全年营收5. 01亿元同比增长51.4%。2020年第一季度收入达2.07亿元，2019年同期为1.45亿元。在收入快速增长的同时，蓝城兄弟的调整后净亏损率在近两年持续收窄，分别为18.0%、6.9%。2020年第一季度，公司调整后净亏损进一步收窄至760万元，净亏损率仅为3.7%。Blued亏损的持续收窄给了市场很大的信心。业务层面，直播服务是蓝城兄弟的第一大营收来源。招股书显示，2018、2019年直播收入分别为4.6 亿元、6.7 亿元，分别占总营收91.3%、88.5%。不过，除直播收入持续增长外，蓝城兄弟的会员服务收入在总收入的占比也在持续提升，招股书显示，蓝城兄弟会员服务付费用户从2018年的8.5万增长至2019年的45.7万。会员服务，也是蓝城兄弟收入结构中的特点之一。这一服务上线于2018年6月，主要包括基于订阅的会员服务和按次付费服务，类似新浪微博的会员模式，可以自由设置个性化主页、聊天窗口背景、黑名单数量、过滤广告、隐身功能、买道具以及给聊天对象送礼物等特权。按次付费服务包括“荷尔健康”，主要为LGBT提供丰富的抗HIV相关药物和咨询服务，以及与男性健康有关的其他服务。基于深刻的社群洞察，“荷尔健康”上线后，对于缓解LGBTQ人群的健康焦虑，具有独特优势。另外，会员服务收入也逐渐成长为蓝城兄弟新的增长点，多元收入结构的向好趋势越来越明显。深挖用户价值在二级市场，投资人信奉的永远是增长。无论是用户还是收入的增长，未来蓝城兄弟也许会面临很多挑战。不过对于垂直类的社区，这个问题需要辩证来看。一方面，Frost & Sullivan的报告显示，2018年全球LGBTQ(性少数群体)人口约为4.5亿，预计到2023年将增长至5.91亿，在总人口的占比则将从2018年的5.9%增加至7.4%，这意味着未来在这一市场蓝城兄弟仍有巨大空间潜力可挖。海外的市场充满机遇。2015年，耿乐和团队开始探索东南亚、拉丁美洲等国际市场。如今，Blued已成为印度、韩国、泰国、越南等地最大的线上LGBTQ社区。另一方面，如何保持用户的高速增长，也是垂直社区一直在思考和探索的。当前，对于Blued来说，充分挖掘每一个用户的潜力也是格外重要。B站的发展历程就很能说明这一问题。作为一家二次元起家的社区，依靠强大的用户粘性，B站在商业广告未充分挖掘的情况下，其ARPU值仍远远超过优爱腾等巨头平台，这充分说明了垂直社区巨大的商业潜力。通过增加曝光机会、实现在线隐身以及给赠送礼物等会员服务，Blued在挖掘用户潜力层面已经积累了越来越多的经验。得益于优质的用户群体，商业广告未来也很可能会成为蓝城兄弟重要的收入增长极。商业广告的投放永远追求效率和投入产出比，需要对受众人群有精准的把握，这一点LGBTQ社区有着天然的优势。在2020年第一季度，蓝城兄弟广告收入同比增速为13.1%，随着品牌对于同志社区的逐渐认同，未来Blued很可能迎来广告投放的大爆发。蓝城兄弟的精神内核20年时间，从默默无闻到上市公司，蓝城兄弟的稳健成长也极具时代意义。除了提供交友功能之外，Blued在产品中提供了很多围绕持续社交而设计的场景，延伸了软件在用户生活和娱乐方面的进一步价值，从而留住用户，温暖用户，打造用户的“专属空间”。正如耿乐在致投资者的一封信中所说的那样，“我们不仅仅是一个商业公司。我们的商业运作是通过融入社会并用温和的力量去消除歧视来推动社会进步的一个途径。我们渴望向世界宣告：这是一个致力于LGBTQ团体的组织，是由异性恋和LGBTQ人群携手建立的。”某种程度上，蓝城兄弟的核心价值并不仅仅体现在它的增长或变现能力上，这家公司深耕人群的恒心，赋予了它坚实的内核。近20年的积累和沉淀，对于LGBTQ群体的了解与认知，是蓝城兄弟隐形的宝贵财富。社会日趋包容，环境正在变化，在保持国内市场领先地位的同时，如何探索尚有更多潜在机会的国际市场、如何挖掘成熟市场的未来潜力，相信将是蓝城兄弟接下来最重要的课题。","news_type":1,"symbols_score_info":{"BLCT":0.9}},"isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949666807,"gmtCreate":1594221500809,"gmtModify":1704204593370,"author":{"id":"3555080814405672","authorId":"3555080814405672","name":"如果爱情有颜色","avatar":"https://static.tigerbbs.com/a4cf0e0d7a90440413d647202179b0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555080814405672","idStr":"3555080814405672"},"themes":[],"htmlText":"<a 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