白虎王
白虎王
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2021-09-14
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S&P 500 snaps losing streak with tax hikes, inflation data on horizon
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2021-09-06
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GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week
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2021-08-24
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2021-08-20
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2021-08-19
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2021-08-18
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Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
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2021-08-18
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2021-08-18
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2021-08-17
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S&P 500, Dow hit record highs as defensive shares shine
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2021-08-16
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Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week
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2021-08-08
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Tesla Stock: Headed to $1,200?
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2021-08-08
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@老王的投研笔记:B站基本面研判,中概股風險很高,所以非薦股非薦股!非薦股!本人有遊戲股的空單!所以,非薦股!以下爲正文:最近,一篇題爲《“精神鴉片”竟長成數千億產業》的新聞報道將網絡遊戲稱爲新型“毒品”、“精神鴉片”,直接在資本市場掀起了軒然大波,遊戲公司股價遭遇大跌,外加暴雪CEO因性醜聞離職,中概股遊戲公司騰訊、網易、中手遊、心動公司等哀嚎一片,甚至連BILIBILI都大跌將近十個點,是不是很奇葩。首先,我想問下大家,B站是遊戲股麼?如果17年的時候,你說是,那我真的認了,畢竟那會fate grand order帶了了90%的收入,但是現在,肯定不是。而且2019年的時候,央視網發了一個通知說,b站是年輕人最大的學習型網站,迄今爲止,B站最火的UP主羅翔老師已經有1600萬粉絲,羅翔老師是厚大的法考講師。所以,B站肯定不是遊戲股,那他是教育股麼?前十大UP主只有羅老師是講學習的,其他要麼講遊戲,要麼講生活,所以B站肯定也不是教育股。那他到底是什麼?好吧,我覺得B站是年輕人的油管,是年輕人的生活方式,是成長股。投資就是投年輕人。那現在B站貴還是不貴?我們來看看,B站昨天的收盤價是81塊,上次處在這個價的時候還是去年12月底,在80到90之間橫盤了大半個月,然後12月30日拜年祭的時候,邊看晚會,股價邊衝到了95,之後回落85,第二天衝上100。那麼B站是否貴,就看現在的B站和去年相比,到底改變了什麼。互聯網的分析仍然看月活數、客戶粘性、收入情況和收入結構,用PS來估值。我們先來看看月活,從2018年一季度的7750萬到2021年一季度2.23億,年平均增長率達到42%,非常迅速,但有朋友就問,後勁會不會比較乏力,畢竟中國年輕中24歲以下年輕人約爲2.5億人,其中1.8億人都用B站,只剩下的6000萬人,是不是用戶增長的天花板呀?那我覺得您大可放心,一方面是內容的多元化使用戶不斷破圈,越來
avatar白虎王
2021-08-08
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SEC Moves First DeFi Unregistered Securities Lawsuit
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2021-08-06
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2021-08-05
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Wall Street closes mixed, S&P 500 ends off record high
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2021-08-04
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2021-08-04
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4 Dividend Stocks With Strong Growth This Earnings Season
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2021-08-03
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2021-07-30
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Robinhood Becomes Top WallStreetBets Interest But Not For The Right Reasons; AMD, Amazon, Tilray Other Top Trends
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2021-07-28
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Wall St snaps five-day up streak as caution rises before tech earnings, Fed

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