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Baoer

IP属地：江苏

帖子 · 9帖子 · 9
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- BaoerBaoer
  ·03-03
  $唯品会(VIPS)$ 各个品牌都有自己的网络渠道了，
  112 评论
  2
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- BaoerBaoer
  ·02-26
  $唯品会(VIPS)$ 你告诉什么是真的
  107 评论
  1
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- BaoerBaoer
  ·02-23
  $唯品会(VIPS)$ 服装老大哥都很惨淡，你一个打折衣服的，哪来的客户和利润？奥特莱斯都被逼到淘宝处理都处理不了，你到底在干啥？你想干什么？
  510 评论
  2
  分享
  举报
- BaoerBaoer
  ·01-21
  $腾讯控股(00700)$ 阿里要崛起了，而腾讯虽然是个更大的平台，但需要很长一段时间。地图是一个大痛点
  484 评论
  1
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- BaoerBaoer
  ·2025-09-04
  $唯品会(VIPS)$ 财报有很大问题。
  1,470 1
  1
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- BaoerBaoer
  ·2025-08-27
  $泡泡玛特(09992)$ 虽然行业不错，但是门槛低，国内产权保护为0，全靠国外利润，拼多多1块钱一个小布布，4000多亿的市值，在我的眼里只有100亿美金，再多就是对资本的不尊重
  3,205 2
  3
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- BaoerBaoer
  ·2025-08-20
  $泡泡玛特(09992)$ 迷你拉布布，不是早有了，拼多多2块一个！
  590 评论
  1
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- BaoerBaoer
  ·2025-07-24
  分析得不错
  1个奈飞=276个爱奇艺，为什么？
  特别是长视频，奈飞是爱奇艺的276倍，为什么？虽然奈飞和爱奇艺在这些关键财务指标上的差距很大，但还不足以解释高达276倍的市值差距。而且，在追赶奈飞的路上，爱奇艺也是困难重重。推广低价广告套餐、打击共享账户、频繁提高价格，这些事奈飞都干了，但受到的阻力没有爱奇艺那么明显。这个因素，导致爱奇艺在用户价值挖掘、改善公司盈利情况方面蹑手蹑脚。
  1个奈飞=276个爱奇艺，为什么？
  1,120 评论
  1
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- BaoerBaoer
  ·2025-02-27
  $新东方(EDU)$ 教育目前基本没有了，别问我为什么，留学盈利有限，电商整体下滑严重，我想问还其他出路吗？去找于东来也是到了没办法的时刻，我看空你到20以下。
  4,335 1
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虽然行业不错，但是门槛低，国内产权保护为0，全靠国外利润，拼多多1块钱一个小布布，4000多亿的市值，在我的眼里只有100亿美金，再多就是对资本的不尊重","text":"$泡泡玛特(09992)$ 虽然行业不错，但是门槛低，国内产权保护为0，全靠国外利润，拼多多1块钱一个小布布，4000多亿的市值，在我的眼里只有100亿美金，再多就是对资本的不尊重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/471900166053960","isVote":1,"tweetType":1,"viewCount":3205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570156212947108","authorId":"3570156212947108","name":"Jorson555","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3570156212947108","authorIdStr":"3570156212947108"},"content":"国外也有个新鲜度期，过了新鲜度就是断崖下跌","text":"国外也有个新鲜度期，过了新鲜度就是断崖下跌","html":"国外也有个新鲜度期，过了新鲜度就是断崖下跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469595880927632,"gmtCreate":1755678277051,"gmtModify":1755678447371,"author":{"id":"4196624950208902","authorId":"4196624950208902","name":"Baoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196624950208902","authorIdStr":"4196624950208902"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 迷你拉布布，不是早有了，拼多多2块一个！","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 迷你拉布布，不是早有了，拼多多2块一个！","text":"$泡泡玛特(09992)$ 迷你拉布布，不是早有了，拼多多2块一个！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469595880927632","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460228460089608,"gmtCreate":1753369701604,"gmtModify":1753369850249,"author":{"id":"4196624950208902","authorId":"4196624950208902","name":"Baoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196624950208902","authorIdStr":"4196624950208902"},"themes":[],"htmlText":"分析得不错","listText":"分析得不错","text":"分析得不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460228460089608","repostId":"2553212841","repostType":2,"repost":{"id":"2553212841","kind":"news","pubTimestamp":1753265700,"share":"https://www.laohu8.com/m/news/2553212841?lang=zh_CN&edition=full","pubTime":"2025-07-23 18:15","market":"us","language":"zh","title":"1个奈飞=276个爱奇艺，为什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2553212841","media":"定焦One","summary":"特别是长视频，奈飞是爱奇艺的276倍，为什么？虽然奈飞和爱奇艺在这些关键财务指标上的差距很大，但还不足以解释高达276倍的市值差距。而且，在追赶奈飞的路上，爱奇艺也是困难重重。推广低价广告套餐、打击共享账户、频繁提高价格，这些事奈飞都干了，但受到的阻力没有爱奇艺那么明显。这个因素，导致爱奇艺在用户价值挖掘、改善公司盈利情况方面蹑手蹑脚。","content":"<html><body><article><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/jEa2NN5eMic4r1Gz8AIVbUDib4tgShvona4jQjsuPLuFXIlyU0L8E3qwCTicSywZA8sm3QqQQQoR7YpwNDQ0lq4KQ/640?wx_fmt=jpeg&amp;from=appmsg\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/jEa2NN5eMic4r1Gz8AIVbUDib4tgShvonalwyQ0SRWCtPGG155f5zFn3WtE18xpoIsl4BK08uf5fd52qMWYxT4aw/640?wx_fmt=jpeg&amp;from=appmsg\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/jEa2NN5eMic4r1Gz8AIVbUDib4tgShvonaccYM5uibc9KUNVZgv1cHD7KnILFpCK4fWibRib2KLib5miaUWeaCjw4GDpQ/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>左右滑动查看图片</p><p>中美科技巨头差距怎么样？</p><p>从市值看：手机领域，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是<a href=\"https://laohu8.com/S/01810\">小米</a>的16倍；电商领域，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>是<a href=\"https://laohu8.com/S/BABA\">阿里</a>的8倍；搜索领域，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>是<a href=\"https://laohu8.com/S/BIDU\">百度</a>的76倍；社交领域，Meta是<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>的3倍；汽车领域，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>的11倍；长视频领域，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>是<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>的276倍。</p><p>可以看出，社交和电商方面，中美科技巨头差距最小；搜索和长视频方面，中美科技巨头差距最大。特别是长视频，奈飞是爱奇艺的276倍，为什么？</p><p>对比两家公司的关键指标，会发现：奈飞的付费用户数是爱奇艺的3倍；奈飞的每用户平均收入是爱奇艺的5倍；奈飞的营收和<span>净利润</span>分别是爱奇艺的10倍、87倍。虽然奈飞和爱奇艺在这些关键财务指标上的差距很大，但还不足以解释高达276倍的市值差距。</p><p>奈飞在190个国家有业务，赚全球的钱，在新兴市场有很大的增长潜力，而爱奇艺深耕国内，市场规模接近天花板；奈飞付费用户多、平均付费金额高，规模效应摊薄了内容成本，毛利率不断提升，爱奇艺内容成本高、毛利率低；奈飞有成熟的工业化内容生产体系、现象级爆款多，爱奇艺在题材、制作能力、投入等方面受限，爆款率低……</p><p>而且，在追赶奈飞的路上，爱奇艺也是困难重重。推广低价广告套餐、打击共享账户、频繁提高价格，这些事奈飞都干了，但受到的阻力没有爱奇艺那么明显。这个因素，导致爱奇艺在用户价值挖掘、改善公司盈利情况方面蹑手蹑脚。</p><p>展望未来，奈飞和爱奇艺都在探索游戏、乐园，爱奇艺还在重点拓展短剧、电商，也在发力出海、AI，如果能结合本土特性，完成自己的生态闭环和流量变现，爱奇艺价值有望上升。</p><p>（策划：贺树龙，制图：Allison）</p></article></body></html>","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\" 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.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\">\n1个奈飞=276个爱奇艺，为什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-23 18:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723183645954e8851&s=b><strong>定焦One</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>左右滑动查看图片中美科技巨头差距怎么样？从市值看：手机领域，苹果是小米的16倍；电商领域，亚马逊是阿里的8倍；搜索领域，谷歌是百度的76倍；社交领域，Meta是腾讯的3倍；汽车领域，特斯拉是比亚迪的11倍；长视频领域，奈飞是爱奇艺的276倍。可以看出，社交和电商方面，中美科技巨头差距最小；搜索和长视频方面，中美科技巨头差距最大。特别是长视频，奈飞是爱奇艺的276倍，为什么？对比两家公司的关键指标，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723183645954e8851&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4598":"佩洛西持仓","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250723183645954e8851&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2553212841","content_text":"左右滑动查看图片中美科技巨头差距怎么样？从市值看：手机领域，苹果是小米的16倍；电商领域，亚马逊是阿里的8倍；搜索领域，谷歌是百度的76倍；社交领域，Meta是腾讯的3倍；汽车领域，特斯拉是比亚迪的11倍；长视频领域，奈飞是爱奇艺的276倍。可以看出，社交和电商方面，中美科技巨头差距最小；搜索和长视频方面，中美科技巨头差距最大。特别是长视频，奈飞是爱奇艺的276倍，为什么？对比两家公司的关键指标，会发现：奈飞的付费用户数是爱奇艺的3倍；奈飞的每用户平均收入是爱奇艺的5倍；奈飞的营收和净利润分别是爱奇艺的10倍、87倍。虽然奈飞和爱奇艺在这些关键财务指标上的差距很大，但还不足以解释高达276倍的市值差距。奈飞在190个国家有业务，赚全球的钱，在新兴市场有很大的增长潜力，而爱奇艺深耕国内，市场规模接近天花板；奈飞付费用户多、平均付费金额高，规模效应摊薄了内容成本，毛利率不断提升，爱奇艺内容成本高、毛利率低；奈飞有成熟的工业化内容生产体系、现象级爆款多，爱奇艺在题材、制作能力、投入等方面受限，爆款率低……而且，在追赶奈飞的路上，爱奇艺也是困难重重。推广低价广告套餐、打击共享账户、频繁提高价格，这些事奈飞都干了，但受到的阻力没有爱奇艺那么明显。这个因素，导致爱奇艺在用户价值挖掘、改善公司盈利情况方面蹑手蹑脚。展望未来，奈飞和爱奇艺都在探索游戏、乐园，爱奇艺还在重点拓展短剧、电商，也在发力出海、AI，如果能结合本土特性，完成自己的生态闭环和流量变现，爱奇艺价值有望上升。（策划：贺树龙，制图：Allison）","news_type":1,"symbols_score_info":{"IQ":1,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408162582413568,"gmtCreate":1740670398783,"gmtModify":1740670529699,"author":{"id":"4196624950208902","authorId":"4196624950208902","name":"Baoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196624950208902","authorIdStr":"4196624950208902"},"themes":[],"htmlText":"<a 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