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2021-07-19

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2021-07-20

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With European and American stock markets plummeting, has Goldman Sachs successfully escaped the top once again?

2021-08-05

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2021-07-22

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With sluggish streaming business growth, is entering the gaming industry Netflix's solution?

2021-07-21

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2021-07-19

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ByteDance just invested in a robot, and Sequoia Capital and ZhenFund have already entered the fray.

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&nbsp; &nbsp; &nbsp;&nbsp;","listText":"h。 &nbsp; &nbsp; &nbsp;&nbsp;","text":"h。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890853289","isVote":1,"tweetType":1,"viewCount":2856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176421618,"gmtCreate":1626912932934,"gmtModify":1703480357241,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583448153437074","idStr":"3583448153437074"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176421618","repostId":"2153664081","repostType":4,"repost":{"id":"2153664081","kind":"highlight","weMediaInfo":{"introduction":"GameLook是国内领先的游戏产业研究网站。为游戏开发者、发行商、游戏产业投资者、及产业链相关人士提供高价值的业内资讯、实事评论、研究数据，内容主要涵盖PC网游、移动游戏、网页游戏、社交游戏。","home_visible":1,"media_name":"GameLook","id":"1099700185","head_image":"https://static.tigerbbs.com/ff103db7c79f44ed9464df42ae19328c"},"pubTimestamp":1626910958,"share":"https://ttm.financial/m/news/2153664081?lang=en_US&edition=fundamental","pubTime":"2021-07-22 07:42","market":"other","language":"zh","title":"With sluggish streaming business growth, is entering the gaming industry Netflix's solution?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153664081","media":"GameLook","summary":"但增长的背后，离开了疫情的红利，即使是Netflix也难掩平台继续扩张的疲软。随后疫情的到来，虽然也让Netflix吃到了红利，但影响也极为有限。随后Netflix股价也是应声下跌28.47美元，至496.95美元，跌幅5.42%。如果不是疫情中途加了一把火，Netflix的表现或许会大不一样。当然除了自身的发展趋于饱和，游戏行业的红火也成为了让Netflix想要分一杯羹的原因。在业务增长的需要和外部竞争的夹击下，红红火火的游戏行业自然就成了Netflix理想的解药。","content":"<p>Since May of this year, news about Netflix's upcoming entry into the gaming industry has been constant. In its second-quarter 2021 shareholder letter released on July 20, Netflix finally acknowledged that the company is currently in the \"early stages of further expansion into the gaming industry.\"<img src=\"https://static.tigerbbs.com/12a2be17a4584850b7b953fed2d9617b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\">In its shareholder letter, Netflix considers games a new content category on Netflix, and the game service will also become part of Netflix's membership subscription service. There will be no additional fees \"for the time being,\" and mobile games will be a key focus for Netflix at this stage.</p><p>However, in an interview this week, Netflix executives confidently stated that Netflix can continue to improve its technological capabilities to ensure the quality of the gaming experience for players on various devices. \"All devices that Netflix already supports, including PlayStation, Xbox, PC and TV, will be candidate devices for the game.\"</p><p>“We will continue to invest in all our existing content categories, but since we have been in the original programming field for nearly a decade, we think it is time to understand how our members value games.”</p><p>As a global video streaming giant, Netflix has long explored the gaming industry, but is it feasible to truly cross over into gaming?</p><p><b>Use every means to seize users' screen time</b></p><p>According to Netflix's second-quarter earnings report, net income for the year ended June 30 was $1.35 billion, or $2.97 per share, compared to $720.2 million, or $1.59 per share, in the same period last year, representing a 19% increase in revenue to $7.34 billion. This growth was primarily driven by increases in membership numbers and average revenue per member (ARM).</p><p>Netflix added 1.54 million subscribers in the quarter that just ended, bringing its total number of users to 209.2 million, slightly higher than Netflix's previous expectation of 1 million.</p><p>However, behind the growth lay the benefits of the pandemic, and even Netflix could not hide the weakness of its platform's continued expansion.<img src=\"https://static.tigerbbs.com/46ebad527df54400a2adcfea452a0baf\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\">Hulu has partnered with Disney+ and ESPN.</p><p>Back in 2019, before the pandemic, Netflix faced its first \"crisis\" since 2011, squeezed by multiple streaming platforms such as Hulu and HBO.</p><p>At the time, Netflix predicted an increase of 5 million subscribers for the new quarter, but ultimately only increased by about 2.7 million, which is the largest miss in Netflix's history. In its shareholder letter at the time, Netflix stated that the company lost approximately 130,000 subscribers in the United States in the second quarter compared to the first quarter of 2019.</p><p>This directly caused Netflix's stock to plummet at the time, with the company losing more than $17 billion in one day. After six consecutive days of decline, Netflix's stock price fell by 15%, with losses reaching $24 billion.</p><p>The subsequent arrival of the pandemic, while benefiting Netflix, had a very limited impact. In the third quarter of 2020, Netflix added only 2.2 million subscriptions worldwide, far below the 6.8 million in the same period last year, and also below the 2.5 million Netflix had predicted at the time. Netflix's stock price subsequently fell by $28.47 to $496.95, a drop of 5.42%.<img src=\"https://static.tigerbbs.com/0cae73be5fd44a71b814ec1694e8f4cd\" tg-width=\"681\" tg-height=\"226\" referrerpolicy=\"no-referrer\">Rapidly slowing or even regressing user growth in the United States and Canada</p><p>In the second quarter of 2021, although Netflix added 1.54 million subscribers, the Asia-Pacific region became the center of Netflix's user growth, just like in the previous two years. However, in the United States and Canada (Netflix's largest single market), Netflix once again experienced a decline in membership numbers.</p><p>This time, Netflix lost 430,000 subscribers, more than double the number of new subscribers the company gained in Europe, the Middle East, and Africa during the same period. If the pandemic hadn't added fuel to the fire, Netflix's performance might have been very different.</p><p>Of course, besides its own development nearing saturation, the booming gaming industry has also become a reason why Netflix wants a piece of the pie. For Netflix, in addition to diversifying its business, games also have a certain advantage in competing for players' screen time.<img src=\"https://static.tigerbbs.com/c957e1510d9d49c880d61a0ec25d668b\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\">Time spent using TV screens by two or more users in the United States in June 2021</p><p>For any content-centric internet company, users' screen time is key to business success. In its shareholder letter, Netflix stated that<a href=\"https://laohu8.com/S/NLSN\">Nielsen</a>Data shows that streaming accounts for only 27% of television screen time in the United States, while cable television and radio account for 63%. Based on the same research, Nielsen estimates that Netflix accounts for only 7% of television screen time in the United States. Considering that Netflix is not yet very mature in other countries, this figure will only be lower.</p><p>On the more competitive mobile phones and other platforms, in addition to games, Youtube, TikTok, and other platforms are equally impactful to Netflix.</p><p>In 2019, Netflix publicly stated that its biggest competitor was not other streaming platforms, but Fortnite. After Metaverse products like Fortnite and Roblox blurred the boundaries between games and other media and entertainment forms such as movies and concerts, they increasingly occupied players' screen time and became the center of their online social entertainment lives. This is detrimental to a single platform like Netflix.</p><p>Driven by the need for business growth and external competition, the booming gaming industry naturally became Netflix's ideal antidote.</p><p><b>The gaming landscape is too complex; you can't handle Netflix.</b></p><p>According to a report by the Consumer Technology Association, more than half of American households now own their own TV game console, and 30% of households plan to purchase a game console in the next 12 months.</p><p>As one of the world's largest gaming markets, with such a rich gaming culture, it's no wonder that many American companies have decided to cross over into the gaming industry. However, it is not difficult to see that after working their way through the gaming industry, very few of these companies have succeeded.<img src=\"https://static.tigerbbs.com/7ec5d5c15334499f86b574a3d05d42c5\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\">The most classic is<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 As a company that has successfully entered the fields of film, TV series, e-books, and audio, and as a company with leading technologies such as AWS cloud services, Amazon's progress in making games can be described as extremely difficult.</p><p>This e-commerce giant, which has invested nearly $500 million annually in game development for eight consecutive years, has yet to produce a decent game product. However, Amazon's MMO \"<a href=\"https://laohu8.com/S/600628\">New World</a>(New World) has performed well in its recent Beta tests, attracting over 600,000 viewers on Twitch and reaching a peak of over 190,000 concurrent users. It has the potential to become something Amazon has been honing for eight years.</p><p>But after investing nearly $4 billion, only one game was successful, so it was a loss no matter what.<img src=\"https://static.tigerbbs.com/657c3d21b5774f0f921d1c800b89505b\" tg-width=\"420\" tg-height=\"422\" referrerpolicy=\"no-referrer\">A long list of companies also failed, including those with deep pockets and many IPs in 2016.<a href=\"https://laohu8.com/S/DIS\">Disney</a>It closed its own gaming division, \"Disney Interactive,\" and Fox's gaming division, FoxNext, was quickly sold by Disney after 21st Century Fox was acquired by Disney. The same thing happened to Lucasfilm's gaming division, founded by George Lucas in 1982, except this time Disney retained a small number of people to license the \"Star Wars\" IP.</p><p>In September 2019, NBCUniversal announced that it was closing its three-year-old gaming division.</p><p>Warner Bros. Games, the only company that appears to be relatively successful so far, recently sold its mobile game studio Playdemic to EA for $1.4 billion. Currently, all of Warner Bros. Games' studios will focus on developing game IPs based on Warner's own.</p><p>Some media outlets have stated, \"Today, no single Hollywood film and entertainment company owns its own large gaming division, even those mega-media companies that own publishing houses, record labels, theme parks, magazines, and other media outlets.\"</p><p>Regardless of whether it recently disbanded its first-party game development department<a href=\"https://laohu8.com/S/GOOG\">Google</a>Whether it's Amazon, which disappeared without a trace, or a series of Disney and NBC companies, any one of these companies can be considered wealthy and resourceful. Their failures directly reflect the difficulty of entering the gaming industry.</p><p>So what capital does Netflix have to break free from the curse of failure?</p><p><b>Don't drag the streaming business down with you.</b></p><p>The fact that Netflix has included games as a new content category on its platform and incorporated them into its membership subscription service suggests that Netflix's goal is very likely to be a subscription-based gaming platform, leveraging its film and television IPs to provide users with an integrated film and game service.</p><p>Based on this, we can summarize Netflix's advantages and the challenges it will face.</p><p>The most important issue is talent. In the people-centric gaming industry, building a good team will undoubtedly make Netflix's gaming journey twice as efficient with half the effort. However, Gamelook is not worried about Netflix in this regard. Netflix's emphasis on talent is well-known, and its management philosophy is regarded as a treasure by major companies at home and abroad. It is practically the Zhang Xiaolong of the talent management world.</p><p>The most direct example is December 4th last year.<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>A lawsuit has been filed against Netflix in Los Angeles Superior Court, alleging that it maliciously poached senior employees, including Spencer Neumann, the former CFO of Activision Blizzard and current CFO of Netflix.<img src=\"https://static.tigerbbs.com/47e6dd56e48345af879d4f9778b6de7b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\">It's worth noting that shortly after Spencer Neumann joined Netflix, the game adaptation of the popular Netflix series \"Stranger Things\" was launched across all platforms.</p><p>Secondly, there's the content. Thanks to Hollywood's industrialized production model and high degree of industry integration, Netflix is able to update the film and television content on its website at an extremely high speed through cooperation with global content production companies. Taking animation, which attracts a lot of attention in the gaming industry, as an example, Netflix has publicly stated that it will launch 40 original animation works this year, with an average of 3 new works updated every month.</p><p>With a massive amount of IP and the ability to drive traffic between games and film and television products within the website, Netflix's games have undoubtedly stood on the shoulders of giants since their inception.<img src=\"https://static.tigerbbs.com/4dce7c8cb64f4936a8429dd76738dbc9\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\">Black Mirror: Panda Snake garnered widespread attention and won two Emmy Awards for Netflix.</p><p>Meanwhile, in terms of game content development, Netflix may also be able to replicate its experience in film and television content production, controlling the lower limit of game quality while delegating development work to studios around the world.</p><p>However, Netflix's drawbacks are also obvious, the most direct of which is its lack of gaming-related experience.</p><p>In terms of content production, talent management, and financial strength, companies like Disney, NBC, and Amazon are not necessarily inferior to Netflix. However, the gaming industry has never been one that can succeed solely on hard conditions. As the crystallization of technology and creativity, no company can guarantee the success of its own products.</p><p>Besides the source code, the core secret of a game company is the summary and accumulation of information such as game modes, character stats, and gameplay. For Netflix, this accumulation may come from the experience of talent within the team, but for self-developed games, learning and integration are indispensable.<img src=\"https://static.tigerbbs.com/ebb924c5aaf64eca9bbc6708b6b392b2\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\">Meanwhile, Netflix's so-called subscription-based gaming platform is nothing new, whether on PC, consoles, or mobile devices.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>XGP,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Apple Arcade and Google Play Pass have been around for a long time, and their influence is gradually expanding.</p><p>Although Netflix's current statements suggest that Netflix's game services do not require players to pay any costs for users who have already subscribed to Netflix, this also means that Netflix is about to fall into a new round of cash-burning wars. This undoubtedly increases the financial risk for Netflix, which is currently struggling to cover its expenses.</p><p>It could even drag its own streaming business down with it.<img src=\"https://static.tigerbbs.com/3931f16b18424096b7ea8b6ce67f3d00\" tg-width=\"640\" tg-height=\"489\" referrerpolicy=\"no-referrer\">Significant long-term debt</p><p><b>Change is painful and necessary</b></p><p>Yan Shou, president of Chaoxi Guangnian, once shared his views on the transformation of internet companies into games, stating:</p><p>“I have seen some Chinese and foreign technology companies encountering great difficulties in making games, and they are far less successful than their original businesses. I think one of the reasons may be that they have not changed their thinking, such as hoping to do a good job in the game business entirely through top-level design, instead of paying enough attention to the integration and cultivation of the team.”</p><p>Even if Netflix, as a streaming giant, sticks to its own niche, it can still gain new growth opportunities through expansion in international markets. However, enriching the company's business portfolio and giving users more reasons to choose is a problem that Netflix will inevitably face.</p><p>Having money, content, a mature subscription model, and global content production experience are all powerful assets for Netflix to make a name for itself in the gaming industry. But for Netflix, what is more important is to cultivate its own gaming DNA.</p><p>The gaming industry has always had endless possibilities, but whether Netflix can seize them is anyone's guess.</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>With sluggish streaming business growth, is entering the gaming industry Netflix's solution?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWith sluggish streaming business growth, is entering the gaming industry Netflix's solution?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700185\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ff103db7c79f44ed9464df42ae19328c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">GameLook </p>\n<p class=\"h-time smaller\">2021-07-22 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Since May of this year, news about Netflix's upcoming entry into the gaming industry has been constant. In its second-quarter 2021 shareholder letter released on July 20, Netflix finally acknowledged that the company is currently in the \"early stages of further expansion into the gaming industry.\"<img src=\"https://static.tigerbbs.com/12a2be17a4584850b7b953fed2d9617b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\">In its shareholder letter, Netflix considers games a new content category on Netflix, and the game service will also become part of Netflix's membership subscription service. There will be no additional fees \"for the time being,\" and mobile games will be a key focus for Netflix at this stage.</p><p>However, in an interview this week, Netflix executives confidently stated that Netflix can continue to improve its technological capabilities to ensure the quality of the gaming experience for players on various devices. \"All devices that Netflix already supports, including PlayStation, Xbox, PC and TV, will be candidate devices for the game.\"</p><p>“We will continue to invest in all our existing content categories, but since we have been in the original programming field for nearly a decade, we think it is time to understand how our members value games.”</p><p>As a global video streaming giant, Netflix has long explored the gaming industry, but is it feasible to truly cross over into gaming?</p><p><b>Use every means to seize users' screen time</b></p><p>According to Netflix's second-quarter earnings report, net income for the year ended June 30 was $1.35 billion, or $2.97 per share, compared to $720.2 million, or $1.59 per share, in the same period last year, representing a 19% increase in revenue to $7.34 billion. This growth was primarily driven by increases in membership numbers and average revenue per member (ARM).</p><p>Netflix added 1.54 million subscribers in the quarter that just ended, bringing its total number of users to 209.2 million, slightly higher than Netflix's previous expectation of 1 million.</p><p>However, behind the growth lay the benefits of the pandemic, and even Netflix could not hide the weakness of its platform's continued expansion.<img src=\"https://static.tigerbbs.com/46ebad527df54400a2adcfea452a0baf\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\">Hulu has partnered with Disney+ and ESPN.</p><p>Back in 2019, before the pandemic, Netflix faced its first \"crisis\" since 2011, squeezed by multiple streaming platforms such as Hulu and HBO.</p><p>At the time, Netflix predicted an increase of 5 million subscribers for the new quarter, but ultimately only increased by about 2.7 million, which is the largest miss in Netflix's history. In its shareholder letter at the time, Netflix stated that the company lost approximately 130,000 subscribers in the United States in the second quarter compared to the first quarter of 2019.</p><p>This directly caused Netflix's stock to plummet at the time, with the company losing more than $17 billion in one day. After six consecutive days of decline, Netflix's stock price fell by 15%, with losses reaching $24 billion.</p><p>The subsequent arrival of the pandemic, while benefiting Netflix, had a very limited impact. In the third quarter of 2020, Netflix added only 2.2 million subscriptions worldwide, far below the 6.8 million in the same period last year, and also below the 2.5 million Netflix had predicted at the time. Netflix's stock price subsequently fell by $28.47 to $496.95, a drop of 5.42%.<img src=\"https://static.tigerbbs.com/0cae73be5fd44a71b814ec1694e8f4cd\" tg-width=\"681\" tg-height=\"226\" referrerpolicy=\"no-referrer\">Rapidly slowing or even regressing user growth in the United States and Canada</p><p>In the second quarter of 2021, although Netflix added 1.54 million subscribers, the Asia-Pacific region became the center of Netflix's user growth, just like in the previous two years. However, in the United States and Canada (Netflix's largest single market), Netflix once again experienced a decline in membership numbers.</p><p>This time, Netflix lost 430,000 subscribers, more than double the number of new subscribers the company gained in Europe, the Middle East, and Africa during the same period. If the pandemic hadn't added fuel to the fire, Netflix's performance might have been very different.</p><p>Of course, besides its own development nearing saturation, the booming gaming industry has also become a reason why Netflix wants a piece of the pie. For Netflix, in addition to diversifying its business, games also have a certain advantage in competing for players' screen time.<img src=\"https://static.tigerbbs.com/c957e1510d9d49c880d61a0ec25d668b\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\">Time spent using TV screens by two or more users in the United States in June 2021</p><p>For any content-centric internet company, users' screen time is key to business success. In its shareholder letter, Netflix stated that<a href=\"https://laohu8.com/S/NLSN\">Nielsen</a>Data shows that streaming accounts for only 27% of television screen time in the United States, while cable television and radio account for 63%. Based on the same research, Nielsen estimates that Netflix accounts for only 7% of television screen time in the United States. Considering that Netflix is not yet very mature in other countries, this figure will only be lower.</p><p>On the more competitive mobile phones and other platforms, in addition to games, Youtube, TikTok, and other platforms are equally impactful to Netflix.</p><p>In 2019, Netflix publicly stated that its biggest competitor was not other streaming platforms, but Fortnite. After Metaverse products like Fortnite and Roblox blurred the boundaries between games and other media and entertainment forms such as movies and concerts, they increasingly occupied players' screen time and became the center of their online social entertainment lives. This is detrimental to a single platform like Netflix.</p><p>Driven by the need for business growth and external competition, the booming gaming industry naturally became Netflix's ideal antidote.</p><p><b>The gaming landscape is too complex; you can't handle Netflix.</b></p><p>According to a report by the Consumer Technology Association, more than half of American households now own their own TV game console, and 30% of households plan to purchase a game console in the next 12 months.</p><p>As one of the world's largest gaming markets, with such a rich gaming culture, it's no wonder that many American companies have decided to cross over into the gaming industry. However, it is not difficult to see that after working their way through the gaming industry, very few of these companies have succeeded.<img src=\"https://static.tigerbbs.com/7ec5d5c15334499f86b574a3d05d42c5\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\">The most classic is<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 As a company that has successfully entered the fields of film, TV series, e-books, and audio, and as a company with leading technologies such as AWS cloud services, Amazon's progress in making games can be described as extremely difficult.</p><p>This e-commerce giant, which has invested nearly $500 million annually in game development for eight consecutive years, has yet to produce a decent game product. However, Amazon's MMO \"<a href=\"https://laohu8.com/S/600628\">New World</a>(New World) has performed well in its recent Beta tests, attracting over 600,000 viewers on Twitch and reaching a peak of over 190,000 concurrent users. It has the potential to become something Amazon has been honing for eight years.</p><p>But after investing nearly $4 billion, only one game was successful, so it was a loss no matter what.<img src=\"https://static.tigerbbs.com/657c3d21b5774f0f921d1c800b89505b\" tg-width=\"420\" tg-height=\"422\" referrerpolicy=\"no-referrer\">A long list of companies also failed, including those with deep pockets and many IPs in 2016.<a href=\"https://laohu8.com/S/DIS\">Disney</a>It closed its own gaming division, \"Disney Interactive,\" and Fox's gaming division, FoxNext, was quickly sold by Disney after 21st Century Fox was acquired by Disney. The same thing happened to Lucasfilm's gaming division, founded by George Lucas in 1982, except this time Disney retained a small number of people to license the \"Star Wars\" IP.</p><p>In September 2019, NBCUniversal announced that it was closing its three-year-old gaming division.</p><p>Warner Bros. Games, the only company that appears to be relatively successful so far, recently sold its mobile game studio Playdemic to EA for $1.4 billion. Currently, all of Warner Bros. Games' studios will focus on developing game IPs based on Warner's own.</p><p>Some media outlets have stated, \"Today, no single Hollywood film and entertainment company owns its own large gaming division, even those mega-media companies that own publishing houses, record labels, theme parks, magazines, and other media outlets.\"</p><p>Regardless of whether it recently disbanded its first-party game development department<a href=\"https://laohu8.com/S/GOOG\">Google</a>Whether it's Amazon, which disappeared without a trace, or a series of Disney and NBC companies, any one of these companies can be considered wealthy and resourceful. Their failures directly reflect the difficulty of entering the gaming industry.</p><p>So what capital does Netflix have to break free from the curse of failure?</p><p><b>Don't drag the streaming business down with you.</b></p><p>The fact that Netflix has included games as a new content category on its platform and incorporated them into its membership subscription service suggests that Netflix's goal is very likely to be a subscription-based gaming platform, leveraging its film and television IPs to provide users with an integrated film and game service.</p><p>Based on this, we can summarize Netflix's advantages and the challenges it will face.</p><p>The most important issue is talent. In the people-centric gaming industry, building a good team will undoubtedly make Netflix's gaming journey twice as efficient with half the effort. However, Gamelook is not worried about Netflix in this regard. Netflix's emphasis on talent is well-known, and its management philosophy is regarded as a treasure by major companies at home and abroad. It is practically the Zhang Xiaolong of the talent management world.</p><p>The most direct example is December 4th last year.<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>A lawsuit has been filed against Netflix in Los Angeles Superior Court, alleging that it maliciously poached senior employees, including Spencer Neumann, the former CFO of Activision Blizzard and current CFO of Netflix.<img src=\"https://static.tigerbbs.com/47e6dd56e48345af879d4f9778b6de7b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\">It's worth noting that shortly after Spencer Neumann joined Netflix, the game adaptation of the popular Netflix series \"Stranger Things\" was launched across all platforms.</p><p>Secondly, there's the content. Thanks to Hollywood's industrialized production model and high degree of industry integration, Netflix is able to update the film and television content on its website at an extremely high speed through cooperation with global content production companies. Taking animation, which attracts a lot of attention in the gaming industry, as an example, Netflix has publicly stated that it will launch 40 original animation works this year, with an average of 3 new works updated every month.</p><p>With a massive amount of IP and the ability to drive traffic between games and film and television products within the website, Netflix's games have undoubtedly stood on the shoulders of giants since their inception.<img src=\"https://static.tigerbbs.com/4dce7c8cb64f4936a8429dd76738dbc9\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\">Black Mirror: Panda Snake garnered widespread attention and won two Emmy Awards for Netflix.</p><p>Meanwhile, in terms of game content development, Netflix may also be able to replicate its experience in film and television content production, controlling the lower limit of game quality while delegating development work to studios around the world.</p><p>However, Netflix's drawbacks are also obvious, the most direct of which is its lack of gaming-related experience.</p><p>In terms of content production, talent management, and financial strength, companies like Disney, NBC, and Amazon are not necessarily inferior to Netflix. However, the gaming industry has never been one that can succeed solely on hard conditions. As the crystallization of technology and creativity, no company can guarantee the success of its own products.</p><p>Besides the source code, the core secret of a game company is the summary and accumulation of information such as game modes, character stats, and gameplay. For Netflix, this accumulation may come from the experience of talent within the team, but for self-developed games, learning and integration are indispensable.<img src=\"https://static.tigerbbs.com/ebb924c5aaf64eca9bbc6708b6b392b2\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\">Meanwhile, Netflix's so-called subscription-based gaming platform is nothing new, whether on PC, consoles, or mobile devices.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>XGP,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Apple Arcade and Google Play Pass have been around for a long time, and their influence is gradually expanding.</p><p>Although Netflix's current statements suggest that Netflix's game services do not require players to pay any costs for users who have already subscribed to Netflix, this also means that Netflix is about to fall into a new round of cash-burning wars. This undoubtedly increases the financial risk for Netflix, which is currently struggling to cover its expenses.</p><p>It could even drag its own streaming business down with it.<img src=\"https://static.tigerbbs.com/3931f16b18424096b7ea8b6ce67f3d00\" tg-width=\"640\" tg-height=\"489\" referrerpolicy=\"no-referrer\">Significant long-term debt</p><p><b>Change is painful and necessary</b></p><p>Yan Shou, president of Chaoxi Guangnian, once shared his views on the transformation of internet companies into games, stating:</p><p>“I have seen some Chinese and foreign technology companies encountering great difficulties in making games, and they are far less successful than their original businesses. I think one of the reasons may be that they have not changed their thinking, such as hoping to do a good job in the game business entirely through top-level design, instead of paying enough attention to the integration and cultivation of the team.”</p><p>Even if Netflix, as a streaming giant, sticks to its own niche, it can still gain new growth opportunities through expansion in international markets. However, enriching the company's business portfolio and giving users more reasons to choose is a problem that Netflix will inevitably face.</p><p>Having money, content, a mature subscription model, and global content production experience are all powerful assets for Netflix to make a name for itself in the gaming industry. But for Netflix, what is more important is to cultivate its own gaming DNA.</p><p>The gaming industry has always had endless possibilities, but whether Netflix can seize them is anyone's guess.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/12a2be17a4584850b7b953fed2d9617b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153664081","content_text":"从今年五月开始，有关Netflix将要进入游戏行业的新闻就一直没有停过。在7月20日发布的2021年第二季度的股东信中，Netflix官方终于承认公司目前正处于“进一步扩展到游戏行业的早期阶段”。在股东信中，Netflix将游戏视为Netflix上一个新的内容类别，游戏服务也将成为Netflix会员订阅服务的组成部分，“暂时”不会收取额外费用，并且在当前这个阶段，手游将成为Netflix的重点方向。\n不过Netflix的高管在本周接受采访时，也自信地表示Netflix能够继续提高技术能力，以保证玩家在各种设备上的游戏体验质量，“Netflix 已经支持的所有设备，包括PlayStation 、 Xbox、PC和电视在内，都将成为游戏的候选设备。”\n“我们会在我们现有的所有内容类别上，不断增加投资，但由于我们已经进入原创节目领域近十年了，我们认为现在是时候了解我们的会员如何重视游戏了。”\n作为全球的视频流媒体巨头，Netflix虽然之前对游戏行业早就作出了试探，但真正跨界做游戏，能行吗?\n用一切办法抢占用户的屏幕时间\n根据Netflix第二季度的财报，截至6月30日，Netflix净收益为 13.5 亿美元，合每股 2.97 美元，而去年同期为 7.202 亿美元，合每股 1.59 美元，收入增长 19% 至 73.4 亿美元。这一增长主要是由会员人数和平均每位会员收入（ARM）的增长推动的。\n而Netflix 在刚刚结束的这个季度里增加了154万订阅用户，平台总用户数也达到了2.092 亿，表现略高于Netflix之前100万的预期。\n但增长的背后，离开了疫情的红利，即使是Netflix也难掩平台继续扩张的疲软。Hulu与Disney+、ESPN达成了合作\n早在2019年，疫情前时代，Netflix在Hulu、HBO等多家流媒体平台的夹击下，就曾出现过公司自2011年以来的第一次“危机”。\n当时Netflix对新一季度作出了增加5 百万订阅人数的预测，但最终却仅仅只增加了约270 万，这也是Netflix 历史上最大的一次预期落差。并且在当时的股东信中，Netflix表示，相较于2019年的第一季度，公司第二季度在美国失去了约13万订阅用户。\n这直接让当时Netflix的股票大跌，在一日之间公司的损失超过了170亿美元，在连跌六天后，Netflix股价下跌15%，损失金额达到240亿美元。\n随后疫情的到来，虽然也让Netflix吃到了红利，但影响也极为有限。在2020年第三季度，Netflix在全球仅新增了220万个订阅，远低于去年同期的680万个，同时也不及当时Netflix预测的250万。随后Netflix股价也是应声下跌28.47美元，至496.95美元，跌幅5.42%。在美国和加拿大迅速放缓甚至回退的用户增长\n来到2021年第二季度，虽然Netflix新增了154万订阅用户，但和前两年一样，亚太地区成为Netflix用户增长的中心，而在美国和加拿大（Netflix最大的单一市场），Netflix再次出现了会员数下跌的情况。\n而这一次Netflix失去了43万用户，是同时期公司在欧洲、中东和非洲新增用户数的两倍多。如果不是疫情中途加了一把火，Netflix的表现或许会大不一样。\n当然除了自身的发展趋于饱和，游戏行业的红火也成为了让Netflix想要分一杯羹的原因。对于Netflix而言，除了能让自身业务更加多元化，在争夺玩家的屏幕时间时，游戏也有着一定优势。2021年6月 美国2人以上用户使用电视屏幕的时间\n对于任何以内容为核心的互联网公司而言，用户的屏幕时间是业务成功的关键。在股东信中，Netflix表示，尼尔森的数据显示，流媒体播放仅占美国电视屏幕播放时间的27%，而有线电视和广播则占到了63%。基于同样的研究，尼尔森估计Netflix只占美国电视屏幕时间的7%。考虑到Netflix其他国家还不太成熟，这一数据只会更低。\n而在竞争更激烈的手机和其他平台上，除了游戏，Youtube、TikTok等对于Netflix的冲击同样只多不少。\n在2019年，Netflix就曾公开表示，自己最大的对手不是其他流媒体平台，而是《堡垒之夜》。在类似于《堡垒之夜》《Roblox》这样的Metaverse产品，模糊了游戏与电影、演唱会等其他媒体和娱乐方式的边界之后，就越来越长地占据了玩家的屏幕时间，成为了玩家线上社交娱乐生活的中心，这对于Netflix这种单一平台而言，是不利的。\n在业务增长的需要和外部竞争的夹击下，红红火火的游戏行业自然就成了Netflix理想的解药。\n游戏水太深了，Netflix你把握不住\n根据消费者科技协会（Consumer Technology Association）的一份报道，目前超过半数的美国家庭拥有一台自己的电视游戏主机，30%的家庭计划在之后的12个月购买游戏主机。\n作为全球最大的游戏市场之一，如此浓厚的游戏文化也难怪不少美国公司都上头，决定跨界进入游戏行业。但不难发现，在游戏行业走过一圈之后，这些公司中成功者寥寥。最经典的就是亚马逊。作为一家成功进入了电影、电视剧、电子书和音响等领域的公司，作为一家拥有AWS云服务等领先科技的公司，在做游戏方面的进展，亚马逊可以说是举步维艰。\n这家连续八年，每年在游戏开发上投入近5亿美元的电商巨头，迄今为止都没能做出一个拿得出手的游戏产品。不过亚马逊的MMO《新世界（New World）》近期的Beta测试表现不错，在Twitch上吸引了超过60万观众，同时在线人数最高突破了19万，有成为亚马逊八年磨一剑的潜质。\n但投入了近40亿美元之后，仅成功了一个游戏，再怎么说都是亏的。同样失败的还有一长串公司，2016年财大气粗IP多的迪士尼就关闭了自己的游戏部门“迪士尼互动”，福克斯的游戏部门FoxNext在21世纪福克斯被迪士尼收购后，也迅速被迪士尼出售。有同样遭遇的还有卢卡斯影业旗下，由乔治卢卡斯1982年成立的游戏部门，只不过这一次迪士尼还留了一小部分人用于对外授权“星战”的IP。\n2019年9月，NBC环球宣布它关闭了其成立三年的游戏部门。\n唯一现在来看比较成功的华纳兄弟游戏，在前不久也以14亿美元的价格将自己的手游工作室Playdemic出售给了EA，目前华纳兄弟游戏旗下的所有工作室，将会专注于开发基于华纳所拥有的游戏IP。\n有媒体表示，“如今没有一家单一好莱坞影视娱乐公司拥有自己的大型游戏部门，即使是那些拥有出版社、唱片公司、主题乐园、杂志等超大型传媒公司”。\n不论是前阵子解散了自己第一方游戏开发部门的谷歌，还是石沉大海的亚马逊，或者是一连串的迪士尼、NBC，这些公司任意单拎任意一家出来，都算是有钱有资源，他们的失败也直接反映了进入游戏行业的不易。\n那么Netflix又有什么资本，得以摆脱失败的魔咒呢？\n别把流媒体业务一起拖下水\n从Netflix将游戏作为Netflix平台上一个新的内容类别，同时纳入自己的会员订阅服务之中我们不难看出，Netflix的目标极有可能是一个订阅制游戏平台，依托自己的影视IP，为用户提供一种影游一体化的服务。\n在此基础上，我们可以总结一下Netflix有怎样的优势，同时将要面临怎样的挑战。\n首当其冲的就是人才问题。在以人为本的游戏行业，组建一个好的团队无疑将让Netflix的游戏之路事半功倍。不过在这一点上，Gamelook并不为Netflix感到担心，Netflix对人才的重视人尽皆知，公司的管理哲学更是被国内外各大公司视若珍宝，简直就是人才管理界的张小龙。\n最直接的例子就是，去年12月4日，动视暴雪以恶意挖角高层员工，即动视暴雪的前CFO，Netflix的现CFO Spencer Neumann为由，在洛杉矶高等法院对Netflix 提出诉讼。值得注意的是，在Spencer Neumann加入了Netflix之后不久，就促成了Netflix热门剧集《怪奇物语》改编游戏的全平台上线。\n其次是内容。得益于好莱坞工业化的生产模式以及高度的行业整合，通过与全球内容制作公司的合作，Netflix能够以极高的速度更新网站内的影视内容。以游戏行业关注度颇高的动漫为例，Netflix就曾公开表示，将在今年上线40部原创动漫作品，平均每月更新3部新作。\n坐拥海量的IP，同时可以在网站内在游戏和影视产品之间进行相互引流，无疑让Netflix的游戏自出生就站在了巨人的肩膀上。《黑镜：潘达斯奈基》在收获广泛关注的同时，也为Netflix赢得了两座艾美奖\n与此同时在游戏内容的开发上，Netflix或许也可以复制自己在影视内容生产上的经验，在控制游戏质量下限的同时，将开发工作交由全球各地的工作室。\n但Netflix的缺点也很明显，最直接的就是没有游戏相关的经验。\n论内容生产、论人才管理、论财大气粗，类似于迪士尼、NBC、亚马逊等公司其实并不见得比Netflix差，但游戏行业从来都不是一个只靠硬性条件就可以成功的行业，游戏产品作为技术和创意的结晶，没有公司能保证自己产品的成功。\n一个游戏公司的核心机密除了源代码之外，还有就是对于游戏模式、角色数值、玩法等内容的总结和积累。对于Netflix而言，这些积累或许可以来自团队中人才的经验，但是对于自研游戏而言，学习和磨合不可或缺。与此同时，Netflix所谓的订阅制游戏平台，无论是在PC、主机还是移动设备上，都已经不是新鲜东西了，微软的XGP、苹果的Apple Arcade、谷歌的Google Play Pass都已经存在了很长一段时间，并且影响力也在逐渐地扩大。\n虽然从Netflix目前的表态来看，对于已经订阅了Netflix的用户而言，Netflix的游戏服务不需要玩家付出任何的成本，但这也意味着Netflix又要陷入新一轮的烧钱大战中。而这对于目前已经收不抵支的Netflix而言，无疑加大了自己在财政上的风险。\n甚至有可能将自己的流媒体业务一起拖下水。大量长期债务\n变化是痛苦且必要的\n朝夕光年的总裁严授曾就互联网企业转型做游戏发表过自己的看法，他表示：\n“我看到中外一些科技公司做游戏，遇到很大困难，远没有做原有业务顺利，我认为其中一点原因可能是没有转变思路，如寄希望于完全通过顶层设计做好游戏业务，而不够关注团队的磨合与培育。”\n作为流媒体巨头的Netflix即使固守自己的领域，通过在国际市场的扩张，依然可以得到新的成长机会。但丰富公司的业务组成，给予用户更多的理由选择自己，是Netflix必然会面临的问题。\n有钱、有内容、有成熟的订阅模式，用全球化的内容生产经验，这些对于Netflix而言都是自己在游戏行业闯出一片天的有力资本，但对于Netflix而言，更重要的是要培育出自己的游戏基因。\n游戏行业一直都有着无限的可能，但Netflix能不能抓住这种可能性，谁都说不准。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178223775,"gmtCreate":1626824445397,"gmtModify":1703765772831,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583448153437074","idStr":"3583448153437074"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178223775","repostId":"1199453588","repostType":4,"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171262904,"gmtCreate":1626746672308,"gmtModify":1703764354852,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583448153437074","idStr":"3583448153437074"},"themes":[],"title":"","htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171262904","repostId":"2152668724","repostType":4,"repost":{"id":"2152668724","kind":"highlight","pubTimestamp":1626746213,"share":"https://ttm.financial/m/news/2152668724?lang=en_US&edition=fundamental","pubTime":"2021-07-20 09:56","market":"hk","language":"zh","title":"With European and American stock markets plummeting, has Goldman Sachs successfully escaped the top once again?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152668724","media":"华尔街见闻","summary":"今年上半年，高盛资管共减持55亿美元，相当于去年末股票投资组合总规模的四分之一以上。这不禁令人想起2007年和2008年全球金融危机时期，那一次高盛就是在“支持性”市场环境中（\"supportive\" market）大举抛售。","content":"<p>The resurgence of the threat of the COVID-19 pandemic has made investors more concerned about the global economic recovery, causing US stocks to plummet across the board overnight.</p><p>On Monday, July 19, the three major stock indices all closed lower for the second consecutive day. The Dow Jones Industrial Average closed down more than 700 points, its biggest closing drop since October 28 last year; Both the S&P 500 and the Nasdaq fell by more than 1%, marking their biggest drop since May 12 this year.</p><p>Among them, the S&P 500 index quickly fell to its 50-day moving average and broke through its upward trend since November of last year.<a href=\"https://laohu8.com/S/42T.SI\">trend line</a>。<img src=\"https://static.tigerbbs.com/d0709a1fc6c3746864a6f1e70a614f5c\" tg-width=\"500\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The S&P 500 fell to its 50-day moving average (Image source: ZeroHedge).<img src=\"https://static.tigerbbs.com/20587775ce2c68f2f8155767c9ee0e41\" tg-width=\"500\" tg-height=\"223\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The S&P 500 fell below its upward trend line since November of last year (Image source: ZeroHedge)</p><p><img src=\"https://static.tigerbbs.com/fad302c22eb00b1f419b9a362c5da5bd\" tg-width=\"500\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>With the S&P 500 falling 3.5% from its all-time high, market panic has erupted. CNN's Fear & Greed Index is currently at extreme panic levels; the last time panic levels were this high, the S&P 500 plunged 40%.</p><p><img src=\"https://static.tigerbbs.com/1330466cd7f9bc88e2fe5aa0b55f92b5\" tg-width=\"500\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>However, amidst the market crash,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>His previous successful escape from the summit was quite remarkable. This inevitably brings to mind the 2007 and 2008 global financial crises, when Goldman Sachs successfully sold off heavily in a \"supportive\" market environment.</b></p><p>As mentioned in a Wall Street Insights article last week, Goldman Sachs' asset management net income reached a record $5.1 billion in the second quarter of this year, more than double that of the same period last year, mainly due to revenue generated from stock sales.</p><p><b>Financial reports show that Goldman Sachs Asset Management sold off a net $4 billion this year. After including the $1.5 billion in stock purchases, it reduced its holdings by a total of $5.5 billion in six months, which is equivalent to more than a quarter of the total size of its stock portfolio at the end of last year.</b></p><p>In fact, some analysts are already skeptical about whether the current trend can continue.</p><p>In early July, Goldman Sachs strategist David Kostin believed in a research report that the S&P 500 was not far from its peak. He expects the S&P 500 to be around 4,300 points by the end of this year, with rising interest rates, inflation, and tax reforms all limiting the index's recent upward movement. Furthermore, with the S&P 500's P/E well above 20, the stock market is more likely to experience multiple contraction rather than expansion over the next six months.</p><p>This is not the first time David Kostin has mentioned the resistance to the future upward trend of US stocks.</p><p>Accepted at the end of June<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>In a financial interview, David Kostin identified two major obstacles to the future rise of US stocks: higher interest rates and tax reform. He stated that if interest rates remain relatively unchanged until the end of this year, the S&P 500 could potentially rise to 4,700 points, all other things being equal. When discussing taxes, he believes that if the corporate tax increase is passed, the stock market may face selling pressure as investors brace for a hit to corporate profits and capital gains.</p>","source":"wallstreetcn_api","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>With European and American stock markets plummeting, has Goldman Sachs successfully escaped the top once again?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWith European and American stock markets plummeting, has Goldman Sachs successfully escaped the top once again?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-20 09:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The resurgence of the threat of the COVID-19 pandemic has made investors more concerned about the global economic recovery, causing US stocks to plummet across the board overnight.</p><p>On Monday, July 19, the three major stock indices all closed lower for the second consecutive day. The Dow Jones Industrial Average closed down more than 700 points, its biggest closing drop since October 28 last year; Both the S&P 500 and the Nasdaq fell by more than 1%, marking their biggest drop since May 12 this year.</p><p>Among them, the S&P 500 index quickly fell to its 50-day moving average and broke through its upward trend since November of last year.<a href=\"https://laohu8.com/S/42T.SI\">trend line</a>。<img src=\"https://static.tigerbbs.com/d0709a1fc6c3746864a6f1e70a614f5c\" tg-width=\"500\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The S&P 500 fell to its 50-day moving average (Image source: ZeroHedge).<img src=\"https://static.tigerbbs.com/20587775ce2c68f2f8155767c9ee0e41\" tg-width=\"500\" tg-height=\"223\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The S&P 500 fell below its upward trend line since November of last year (Image source: ZeroHedge)</p><p><img src=\"https://static.tigerbbs.com/fad302c22eb00b1f419b9a362c5da5bd\" tg-width=\"500\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>With the S&P 500 falling 3.5% from its all-time high, market panic has erupted. CNN's Fear & Greed Index is currently at extreme panic levels; the last time panic levels were this high, the S&P 500 plunged 40%.</p><p><img src=\"https://static.tigerbbs.com/1330466cd7f9bc88e2fe5aa0b55f92b5\" tg-width=\"500\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>However, amidst the market crash,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>His previous successful escape from the summit was quite remarkable. This inevitably brings to mind the 2007 and 2008 global financial crises, when Goldman Sachs successfully sold off heavily in a \"supportive\" market environment.</b></p><p>As mentioned in a Wall Street Insights article last week, Goldman Sachs' asset management net income reached a record $5.1 billion in the second quarter of this year, more than double that of the same period last year, mainly due to revenue generated from stock sales.</p><p><b>Financial reports show that Goldman Sachs Asset Management sold off a net $4 billion this year. After including the $1.5 billion in stock purchases, it reduced its holdings by a total of $5.5 billion in six months, which is equivalent to more than a quarter of the total size of its stock portfolio at the end of last year.</b></p><p>In fact, some analysts are already skeptical about whether the current trend can continue.</p><p>In early July, Goldman Sachs strategist David Kostin believed in a research report that the S&P 500 was not far from its peak. He expects the S&P 500 to be around 4,300 points by the end of this year, with rising interest rates, inflation, and tax reforms all limiting the index's recent upward movement. Furthermore, with the S&P 500's P/E well above 20, the stock market is more likely to experience multiple contraction rather than expansion over the next six months.</p><p>This is not the first time David Kostin has mentioned the resistance to the future upward trend of US stocks.</p><p>Accepted at the end of June<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>In a financial interview, David Kostin identified two major obstacles to the future rise of US stocks: higher interest rates and tax reform. He stated that if interest rates remain relatively unchanged until the end of this year, the S&P 500 could potentially rise to 4,700 points, all other things being equal. When discussing taxes, he believes that if the corporate tax increase is passed, the stock market may face selling pressure as investors brace for a hit to corporate profits and capital gains.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3635816\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3635816","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152668724","content_text":"新冠疫情威胁再起，令投资者更加担心全球经济复苏，隔夜美股全线重挫。\n7月19日周一，三大股指连续第二日集体收跌。道指收盘跌超700点，创去年10月28日以来最大收盘跌幅；标普500和纳指均跌超1%，创今年5月12日以来最大跌幅。\n其中，标准普尔500指数迅速跌至50日移动均线，并跌破去年11月以来的上涨趋势线。标普500跌至50日均线（图片来源：ZeroHedge）标普500跌破去年11月以来的上涨趋势线（图片来源：ZeroHedge）\n\n随着标普500指数较历史高点下跌3.5%，市场的恐慌情绪也已经爆发了。CNN的恐惧贪婪指数（Fear & Greed Index）目前处于极度恐慌水平，上一次恐慌水平如此之高时，标普500重挫了40%。\n\n然而在市场一片惨跌之中，高盛此前成功逃顶就显得颇为瞩目。这不禁令人想起2007年和2008年全球金融危机时期，那一次高盛就是在“支持性”市场环境中（\"supportive\" market）大举成功抛售。\n华尔街见闻上周文章曾提到，今年二季度高盛资产管理业务净收入达到创纪录的51亿美元，是去年同期的两倍多，主要就是抛售股票带来了收入。\n财报显示，今年年内高盛资管净抛售40亿美元，计入买入股票15亿美元后，半年间共减持55亿美元，相当于去年末股票投资组合总规模的四分之一以上。\n事实上，对于美股未来的走势，一些分析师已经对当前的趋势能否持续持怀疑态度。\n7月初高盛策略师David Kostin在研报中认为，标普500指数距离高点不远了。他预计标普500指数在今年年底将在4300点左右，利率上升、通胀上升、税收改革都将限制近期指数的上行。此外，由于标普500指数市盈率远高于20，未来6个月股市更可能经历估值收缩（multiple contraction）而非扩张。\n这并非是David Kostin第一次提到美股未来上行的阻力。\n6月底接受雅虎财经专访时，David Kostin就表示未来美股上升的两大阻力，一是更高的利率，另一个是税收改革。他表示，如果利率在今年年底前保持相对不变，那么在其他条件不变的情况下，标普500指数有可能升至4700点。在谈到税收时，他认为，如果企业税提高获得通过，随着投资者迎接企业利润和资本利得的打击，那么股市可能会面临抛售压力。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173794110,"gmtCreate":1626685132830,"gmtModify":1703763316002,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583448153437074","idStr":"3583448153437074"},"themes":[],"title":"","htmlText":"&nbsp; &nbsp; &nbsp;.","listText":"&nbsp; &nbsp; &nbsp;.","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173794110","repostId":"1174652473","repostType":4,"repost":{"id":"1174652473","kind":"news","pubTimestamp":1626683760,"share":"https://ttm.financial/m/news/1174652473?lang=en_US&edition=fundamental","pubTime":"2021-07-19 16:36","market":"us","language":"zh","title":"ByteDance just invested in a robot, and Sequoia Capital and ZhenFund have already entered the fray.","url":"https://stock-news.laohu8.com/highlight/detail?id=1174652473","media":"东四十条资本","summary":"在热门的机器人赛道上，不论项目是火热的、还是有产业背景的，或者是海外布局的，字节跳动都投资了。\n\n字节跳动又投资了一家机器人公司。\n天眼查显示，7月16日，机器人公司Syrius炬星的关联公司大扬智能","content":"<p>In popular<a href=\"https://laohu8.com/S/300024\">Robot</a>On the market, ByteDance has invested in all projects, regardless of whether they are hot, have industry backgrounds, or have overseas expansion. ByteDance has invested in another robotics company.</p><p>According to Tianyancha, on July 16, Dayang, an affiliate of the robotics company Syrius,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Technology (Beijing) Co., Ltd. underwent industrial and commercial registration changes, with its registered capital increasing to approximately RMB 2.059 million, an increase of nearly 20%. Its new shareholders include Beijing Quantum Leap Technology Co., Ltd., an affiliate of ByteDance.</p><p>Syrius was founded in 2018. Its main business is the research and development and manufacturing of independent mobile robots. Its products and technologies mainly provide warehousing services for logistics centers. Previously, they first entered overseas markets such as Japan. Before being invested in by ByteDance, Syrius had received investments from well-known institutions such as Sequoia China, Mingshi Capital, and ZhenFund.</p><p>This is not the first time ByteDance has invested in a robotics company. Previously, they had invested in popular robotic vacuum cleaner company Yunjing Intelligent, Yinghe Robotics, backed by the He Xiangjian family of Midea, and Jiazhi Technology, an industrial robot project.</p><p>ByteDance has invested in the popular robotics sector, regardless of whether the project is hot, has an industry background, or has an overseas presence.</p><p><b>Who is Syrius?</b></p><p>According to information on Syrius's official website, their founding team all graduated from Xi'an Jiaotong University and have experience working for domestic and international giants.</p><p>Founder and CEO Jiang Chao previously served as the head of Project Tango at Google X Lab and worked in the United States and Japan, including at companies such as Motorola and NVIDIA.</p><p>Senior Vice President and Co-Founder Luo Xuan previously served as<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Product Director of a robotics company<a href=\"https://laohu8.com/S/CMCM\">Cheetah Movement</a>Senior Product Director,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Senior product manager. Yu Kunlin, Vice President of R&D, graduated from the University of Science and Technology of China and previously served as CTO of Pudu Technology, a developer of intelligent delivery robots. Pudu Technology was once invested in by Meituan.</p><p>This company also has cooperative relationships with well-known technology companies and e-commerce companies at home and abroad. In 2018, Syrius partnered with<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>Jointly release robot products.</p><p>It is worth noting that they were the first to enter overseas markets. According to Syrius's official website, the first batch of their self-developed robots were put into use in the Japanese market in 2019. Syrius' Japanese partners include Mitsubishi Corporation and e-commerce logistics company Kanmatsu Co., Ltd. Last January, they also established a subsidiary in Japan. In May of this year, their robots were deployed in multiple logistics centers in Singapore and several European countries.</p><p>Starting in the second half of last year, Syrius began its technological deployment in China. They wrote on their official website, \"In October 2020, Juxing's parent company, Dayang Intelligent Technology, reached a strategic cooperation agreement with the Institute for Advanced Study of Technology at Peking University to jointly establish an intelligent robot laboratory.\"</p><p>Before being invested in by ByteDance, Syrius had also received support from a number of well-known investment institutions. In May 2018, I invested<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Mingshi Capital led the Syrius angel round. In 2019, Syrius completed its Series A financing round, led by ZhenFund and followed by Mingshi Capital. Last May, they received investment from Sequoia China, Zhencheng Capital, Chuangyin Capital, and Japanese investment firm PKSHA SPARX Algorithm Fund, with Mingshi Capital and ZhenFund following suit again.</p><p><b>ByteDance has made multiple moves in the robotics sector.</b></p><p>This is not the first time ByteDance has invested in a robotics company.</p><p>Last year, ByteDance invested in Narwal Intelligence, a popular robotic vacuum cleaner company. During last year's Double 11 shopping festival, Narwal Intelligent's floor mopping robots sold 65,000 units, ranking first in sales among home appliances.</p><p>Even in this project, ByteDance entered the market earlier than Sequoia China and Hillhouse Capital. In March of last year, Narwal Intelligent raised its Series A+ funding round, with ByteDance participating. Last June, Narwhale raised its Series C funding round, and ByteDance appeared on the list of investors along with Sequoia China, Source Code Capital, and Hillhouse Capital.</p><p>In January of this year, ByteDance also invested in Yinghe Robotics, which has an industry background.</p><p>Yinghe Robotics was established last year and is a subsidiary of Yingfeng Group, led by He Jianfeng, the eldest son of Midea founder He Xiangjian. This company is part of Yingfeng Group's strategy to expand into the fields of advanced manufacturing and industrial internet. It is worth mentioning that Yingfeng Holdings and ByteDance are both investors in Narwhal.</p><p>Shen Gang, the founder of Yinghe Robotics, also has a rich technical and industrial background. He was born in 1972 and graduated from Tokyo Institute of Technology with a degree in mechanical engineering. He previously served as the chief technician of FANUC's Robotics Division in Japan, responsible for the Chinese market. In 2018, Shen Gang joined<a href=\"https://laohu8.com/S/02007\">Country Garden</a>Bozhilin Robotics Company was established. In September 2019, Shen Gang joined Yingfeng Holdings as a partner.</p><p>Not long ago, ByteDance also ventured into an industrial robot project. In May, ByteDance invested in Jiazhi Technology's Series B round, and last month it bet on Jiazhi Technology's Series B+ round.</p><p>Founded in July 2016 and headquartered in Hangzhou, Jiazhi Technology primarily researches and manufactures indoor and outdoor logistics robot equipment and supporting software for intelligent manufacturing factories. Its products are used in industries such as 3C, automobiles, power, pharmaceuticals, and new energy, with customers including Supcon Group, Tianma Microelectronics, and ZTE.<a href=\"https://laohu8.com/S/603861\">Baiyun Electric</a>etc. In addition to ByteDance, Jiazhi Technology has also received investment from Shenzhen Capital Group and Lenovo Venture Capital.</p><p>In the robotics sector, industrial robots are particularly sought after by capital. Data shows that last year, there were 242 investment and financing events in the robotics sector, with a total amount of approximately 26.8 billion yuan. The industrial robot sub-sector accounted for the highest proportion of financing, at about 33%, with more than 30 financing events disclosing a total financing amount of nearly 1.5 billion yuan.</p><p>It's not unusual for ByteDance to invest in robots. The robotics industry has been exceptionally hot since last year. According to publicly available data, between 2011 and 2020, 2020 saw the third highest total investment and financing amount in the robotics sector in the past decade. Meanwhile, a series of well-known investment institutions are making investments, such as Sequoia Capital, Hillhouse Capital, and Source Code mentioned above.</p><p>Judging from the above cases, ByteDance has invested in the popular robotics sector, regardless of whether the project is hot, has an industry background, or has overseas expansion.</p>","source":"lsy1580712218558","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>ByteDance just invested in a robot, and Sequoia Capital and ZhenFund have already entered the fray.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nByteDance just invested in a robot, and Sequoia Capital and ZhenFund have already entered the fray.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">东四十条资本</strong><span class=\"h-time small\">2021-07-19 16:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In popular<a href=\"https://laohu8.com/S/300024\">Robot</a>On the market, ByteDance has invested in all projects, regardless of whether they are hot, have industry backgrounds, or have overseas expansion. ByteDance has invested in another robotics company.</p><p>According to Tianyancha, on July 16, Dayang, an affiliate of the robotics company Syrius,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Technology (Beijing) Co., Ltd. underwent industrial and commercial registration changes, with its registered capital increasing to approximately RMB 2.059 million, an increase of nearly 20%. Its new shareholders include Beijing Quantum Leap Technology Co., Ltd., an affiliate of ByteDance.</p><p>Syrius was founded in 2018. Its main business is the research and development and manufacturing of independent mobile robots. Its products and technologies mainly provide warehousing services for logistics centers. Previously, they first entered overseas markets such as Japan. Before being invested in by ByteDance, Syrius had received investments from well-known institutions such as Sequoia China, Mingshi Capital, and ZhenFund.</p><p>This is not the first time ByteDance has invested in a robotics company. Previously, they had invested in popular robotic vacuum cleaner company Yunjing Intelligent, Yinghe Robotics, backed by the He Xiangjian family of Midea, and Jiazhi Technology, an industrial robot project.</p><p>ByteDance has invested in the popular robotics sector, regardless of whether the project is hot, has an industry background, or has an overseas presence.</p><p><b>Who is Syrius?</b></p><p>According to information on Syrius's official website, their founding team all graduated from Xi'an Jiaotong University and have experience working for domestic and international giants.</p><p>Founder and CEO Jiang Chao previously served as the head of Project Tango at Google X Lab and worked in the United States and Japan, including at companies such as Motorola and NVIDIA.</p><p>Senior Vice President and Co-Founder Luo Xuan previously served as<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Product Director of a robotics company<a href=\"https://laohu8.com/S/CMCM\">Cheetah Movement</a>Senior Product Director,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Senior product manager. Yu Kunlin, Vice President of R&D, graduated from the University of Science and Technology of China and previously served as CTO of Pudu Technology, a developer of intelligent delivery robots. Pudu Technology was once invested in by Meituan.</p><p>This company also has cooperative relationships with well-known technology companies and e-commerce companies at home and abroad. In 2018, Syrius partnered with<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>Jointly release robot products.</p><p>It is worth noting that they were the first to enter overseas markets. According to Syrius's official website, the first batch of their self-developed robots were put into use in the Japanese market in 2019. Syrius' Japanese partners include Mitsubishi Corporation and e-commerce logistics company Kanmatsu Co., Ltd. Last January, they also established a subsidiary in Japan. In May of this year, their robots were deployed in multiple logistics centers in Singapore and several European countries.</p><p>Starting in the second half of last year, Syrius began its technological deployment in China. They wrote on their official website, \"In October 2020, Juxing's parent company, Dayang Intelligent Technology, reached a strategic cooperation agreement with the Institute for Advanced Study of Technology at Peking University to jointly establish an intelligent robot laboratory.\"</p><p>Before being invested in by ByteDance, Syrius had also received support from a number of well-known investment institutions. In May 2018, I invested<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Mingshi Capital led the Syrius angel round. In 2019, Syrius completed its Series A financing round, led by ZhenFund and followed by Mingshi Capital. Last May, they received investment from Sequoia China, Zhencheng Capital, Chuangyin Capital, and Japanese investment firm PKSHA SPARX Algorithm Fund, with Mingshi Capital and ZhenFund following suit again.</p><p><b>ByteDance has made multiple moves in the robotics sector.</b></p><p>This is not the first time ByteDance has invested in a robotics company.</p><p>Last year, ByteDance invested in Narwal Intelligence, a popular robotic vacuum cleaner company. During last year's Double 11 shopping festival, Narwal Intelligent's floor mopping robots sold 65,000 units, ranking first in sales among home appliances.</p><p>Even in this project, ByteDance entered the market earlier than Sequoia China and Hillhouse Capital. In March of last year, Narwal Intelligent raised its Series A+ funding round, with ByteDance participating. Last June, Narwhale raised its Series C funding round, and ByteDance appeared on the list of investors along with Sequoia China, Source Code Capital, and Hillhouse Capital.</p><p>In January of this year, ByteDance also invested in Yinghe Robotics, which has an industry background.</p><p>Yinghe Robotics was established last year and is a subsidiary of Yingfeng Group, led by He Jianfeng, the eldest son of Midea founder He Xiangjian. This company is part of Yingfeng Group's strategy to expand into the fields of advanced manufacturing and industrial internet. It is worth mentioning that Yingfeng Holdings and ByteDance are both investors in Narwhal.</p><p>Shen Gang, the founder of Yinghe Robotics, also has a rich technical and industrial background. He was born in 1972 and graduated from Tokyo Institute of Technology with a degree in mechanical engineering. He previously served as the chief technician of FANUC's Robotics Division in Japan, responsible for the Chinese market. In 2018, Shen Gang joined<a href=\"https://laohu8.com/S/02007\">Country Garden</a>Bozhilin Robotics Company was established. In September 2019, Shen Gang joined Yingfeng Holdings as a partner.</p><p>Not long ago, ByteDance also ventured into an industrial robot project. In May, ByteDance invested in Jiazhi Technology's Series B round, and last month it bet on Jiazhi Technology's Series B+ round.</p><p>Founded in July 2016 and headquartered in Hangzhou, Jiazhi Technology primarily researches and manufactures indoor and outdoor logistics robot equipment and supporting software for intelligent manufacturing factories. Its products are used in industries such as 3C, automobiles, power, pharmaceuticals, and new energy, with customers including Supcon Group, Tianma Microelectronics, and ZTE.<a href=\"https://laohu8.com/S/603861\">Baiyun Electric</a>etc. In addition to ByteDance, Jiazhi Technology has also received investment from Shenzhen Capital Group and Lenovo Venture Capital.</p><p>In the robotics sector, industrial robots are particularly sought after by capital. Data shows that last year, there were 242 investment and financing events in the robotics sector, with a total amount of approximately 26.8 billion yuan. The industrial robot sub-sector accounted for the highest proportion of financing, at about 33%, with more than 30 financing events disclosing a total financing amount of nearly 1.5 billion yuan.</p><p>It's not unusual for ByteDance to invest in robots. The robotics industry has been exceptionally hot since last year. According to publicly available data, between 2011 and 2020, 2020 saw the third highest total investment and financing amount in the robotics sector in the past decade. Meanwhile, a series of well-known investment institutions are making investments, such as Sequoia Capital, Hillhouse Capital, and Source Code mentioned above.</p><p>Judging from the above cases, ByteDance has invested in the popular robotics sector, regardless of whether the project is hot, has an industry background, or has overseas expansion.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/jinPpZhYeRmYKwj6NOogjA\">东四十条资本</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57922dcc5f7a43f1fddaf18d1a519025","relate_stocks":{"300024":"机器人"},"source_url":"https://mp.weixin.qq.com/s/jinPpZhYeRmYKwj6NOogjA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174652473","content_text":"在热门的机器人赛道上，不论项目是火热的、还是有产业背景的，或者是海外布局的，字节跳动都投资了。\n\n字节跳动又投资了一家机器人公司。\n天眼查显示，7月16日，机器人公司Syrius炬星的关联公司大扬智能科技（北京）有限公司发生工商变更，注册资本增至约205.9万元，增幅近20%。其新增股东包含北京量子跃动科技有限公司，即字节跳动关联公司。\nSyrius炬星成立于2018年，主营业务为研发与制造自主移动机器人，产品和技术主要是为物流中心提供仓储服务。此前，他们率先切入的是日本等海外市场。在被字节跳动投资前，Syrius炬星曾获得红杉中国、明势资本、真格基金等知名机构投资。\n这不是字节跳动第一次投资机器人公司。此前，他们曾投资了热门的扫地机器人公司云鲸智能、背靠美的何享健家族的盈合机器人、工业机器人项目迦智科技等。\n在热门的机器人赛道上，不论项目是火热的、还是有产业背景的，或者是海外布局的，字节跳动都投资了。\nSyrius是谁？\nSyrius炬星官网信息显示，他们创始团队共同毕业于西安交大，有海内外巨头工作经验。\n创始人兼CEO蒋超曾任Google X实验室Project Tango项目负责人，曾在美国和日本工作，先后供职于摩托罗拉、NVIDIA等公司。\n高级副总裁兼联合创始人罗璇曾任阿里巴巴机器人公司产品总监、猎豹移动高级产品总监、腾讯高级产品经理。研发副总裁虞坤霖毕业于中国科技大学，曾担任智能配送机器人研发商普渡科技的CTO。普渡科技曾被美团投资。\n这家公司也与海内外知名科技企业和电商企业有合作关系。2018年，Syrius炬星曾与英伟达、京东物流联合发布机器人产品。\n值得注意的是，他们率先切入的是海外市场。Syrius炬星官网显示，2019年，他们自研的机器人首批产品是在日本市场投入使用。Syrius炬星的日本合作方包含日本三菱商事、电商物流企业关通株式会社等。去年1月，他们还在日本设立了子公司。今年5月，他们机器人已在新加坡、欧洲多国的多个物流中心落地。\n去年下半年开始，Syrius炬星开始在国内进行技术方面的布局。他们在官网写到，“2020年10月，炬星母公司大扬智能科技与北京大学技术高等研究院达成战略合作，联合组建智能机器人实验室。”\n在被字节跳动投资前，Syrius炬星也曾获得一批知名投资机构的支持。2018年5月，投资过理想汽车的明势资本领投Syrius炬星天使轮。2019年，Syrius炬星A轮融资，真格基金领投，明势资本跟投。去年5月，他们获得了红杉中国、真成资本、创茵资本、日本投资机构PKSHA SPARX Algorithm Fund的投资，明势资本、真格基金再次跟投。\n字节跳动已在机器人赛道多次出手\n这也不是字节跳动第一次投资机器人公司。\n去年，字节跳动曾投资热门的扫地机器人公司云鲸智能。去年双11期间，云鲸智能的拖地机器人卖出6万5千台，销售额为家电单品第一。\n甚至在这一项目上，字节跳动入局的时间早于红杉中国和高瓴创投。去年3月，云鲸智能A+轮融资，字节跳动参与。而去年6月，云鲸C轮融资，字节跳动又同时与红杉中国、源码资本、高瓴创投出现在投资人名单中。\n今年1月，字节跳动也曾投资有产业背景的盈合机器人。\n盈合机器人去年成立，是美的创始人何享健长子何剑锋掌舵的盈峰集团旗下的子公司。该公司是盈锋集团布局先进制造与产业互联网领域的一环。值得一提的是，盈峰控股和字节跳动同为云鲸的投资人。\n盈合机器人创始人沈岗也具有丰富的技术和产业背景。他生于1972年，毕业于东京工业大学机械专业。他曾担任日本发那科机器人事业本部技师长，负责中国区市场。2018年，沈岗曾加入碧桂园，组建博智林机器人公司。2019年9月，沈岗加入盈峰控股，担任合伙人。\n不久前，字节跳动也曾出手工业机器人项目。5月，字节跳动曾投资迦智科技B轮，且上个月又在迦智科技B+轮下注。\n迦智科技成立于2016年7月，总部位于杭州，主要研发与生产智造工厂室内外物流机器人装备及配套软件，产品应用在在3C、汽车、电力、医药、新能源等行业，客户包含中控集团、天马微电子、中兴、白云电器等。除字节跳动外，迦智科技也获得了深创投、联想创投的投资。\n在机器人赛道，工业机器人尤其受资本追捧。数据显示，去年机器人赛道共发生投融资事件242起，总金额约为268亿元，而工业机器人这一细分领域融资占比最高，约为33%，其中有30多起融资事件，已披露总融资额近15亿元。\n字节跳动投机器人也并不稀奇。从去年开始，机器人赛道就异常火热。据公开数据显示，2011~2020年间，2020年是机器人赛道近十年投融资总金额第三高。同时一系列知名投资机构都在布局，如上文提到的红杉、高瓴、源码等。\n而从上述案例来看，在热门的机器人赛道上，不论项目是火热的、还是有产业背景的，或者是有海外布局的，字节跳动都投资了。","news_type":1,"symbols_score_info":{"300024":0.9}},"isVote":1,"tweetType":1,"viewCount":2626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173653422,"gmtCreate":1626658823966,"gmtModify":1703762818228,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583448153437074","idStr":"3583448153437074"},"themes":[],"title":"","htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173653422","repostId":"1115189831","repostType":4,"isVote":1,"tweetType":1,"viewCount":3623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":173653422,"gmtCreate":1626658823966,"gmtModify":1703762818228,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583448153437074","authorIdStr":"3583448153437074"},"themes":[],"title":"","htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173653422","repostId":"1115189831","repostType":4,"isVote":1,"tweetType":1,"viewCount":3623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171262904,"gmtCreate":1626746672308,"gmtModify":1703764354852,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583448153437074","authorIdStr":"3583448153437074"},"themes":[],"title":"","htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171262904","repostId":"2152668724","repostType":4,"repost":{"id":"2152668724","kind":"highlight","pubTimestamp":1626746213,"share":"https://ttm.financial/m/news/2152668724?lang=en_US&edition=fundamental","pubTime":"2021-07-20 09:56","market":"hk","language":"zh","title":"With European and American stock markets plummeting, has Goldman Sachs successfully escaped the top once again?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152668724","media":"华尔街见闻","summary":"今年上半年，高盛资管共减持55亿美元，相当于去年末股票投资组合总规模的四分之一以上。这不禁令人想起2007年和2008年全球金融危机时期，那一次高盛就是在“支持性”市场环境中（\"supportive\" market）大举抛售。","content":"<p>The resurgence of the threat of the COVID-19 pandemic has made investors more concerned about the global economic recovery, causing US stocks to plummet across the board overnight.</p><p>On Monday, July 19, the three major stock indices all closed lower for the second consecutive day. The Dow Jones Industrial Average closed down more than 700 points, its biggest closing drop since October 28 last year; Both the S&P 500 and the Nasdaq fell by more than 1%, marking their biggest drop since May 12 this year.</p><p>Among them, the S&P 500 index quickly fell to its 50-day moving average and broke through its upward trend since November of last year.<a href=\"https://laohu8.com/S/42T.SI\">trend line</a>。<img src=\"https://static.tigerbbs.com/d0709a1fc6c3746864a6f1e70a614f5c\" tg-width=\"500\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The S&P 500 fell to its 50-day moving average (Image source: ZeroHedge).<img src=\"https://static.tigerbbs.com/20587775ce2c68f2f8155767c9ee0e41\" tg-width=\"500\" tg-height=\"223\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The S&P 500 fell below its upward trend line since November of last year (Image source: ZeroHedge)</p><p><img src=\"https://static.tigerbbs.com/fad302c22eb00b1f419b9a362c5da5bd\" tg-width=\"500\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>With the S&P 500 falling 3.5% from its all-time high, market panic has erupted. CNN's Fear & Greed Index is currently at extreme panic levels; the last time panic levels were this high, the S&P 500 plunged 40%.</p><p><img src=\"https://static.tigerbbs.com/1330466cd7f9bc88e2fe5aa0b55f92b5\" tg-width=\"500\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>However, amidst the market crash,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>His previous successful escape from the summit was quite remarkable. This inevitably brings to mind the 2007 and 2008 global financial crises, when Goldman Sachs successfully sold off heavily in a \"supportive\" market environment.</b></p><p>As mentioned in a Wall Street Insights article last week, Goldman Sachs' asset management net income reached a record $5.1 billion in the second quarter of this year, more than double that of the same period last year, mainly due to revenue generated from stock sales.</p><p><b>Financial reports show that Goldman Sachs Asset Management sold off a net $4 billion this year. After including the $1.5 billion in stock purchases, it reduced its holdings by a total of $5.5 billion in six months, which is equivalent to more than a quarter of the total size of its stock portfolio at the end of last year.</b></p><p>In fact, some analysts are already skeptical about whether the current trend can continue.</p><p>In early July, Goldman Sachs strategist David Kostin believed in a research report that the S&P 500 was not far from its peak. He expects the S&P 500 to be around 4,300 points by the end of this year, with rising interest rates, inflation, and tax reforms all limiting the index's recent upward movement. Furthermore, with the S&P 500's P/E well above 20, the stock market is more likely to experience multiple contraction rather than expansion over the next six months.</p><p>This is not the first time David Kostin has mentioned the resistance to the future upward trend of US stocks.</p><p>Accepted at the end of June<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>In a financial interview, David Kostin identified two major obstacles to the future rise of US stocks: higher interest rates and tax reform. He stated that if interest rates remain relatively unchanged until the end of this year, the S&P 500 could potentially rise to 4,700 points, all other things being equal. When discussing taxes, he believes that if the corporate tax increase is passed, the stock market may face selling pressure as investors brace for a hit to corporate profits and capital gains.</p>","source":"wallstreetcn_api","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>With European and American stock markets plummeting, has Goldman Sachs successfully escaped the top once again?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWith European and American stock markets plummeting, has Goldman Sachs successfully escaped the top once again?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-20 09:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The resurgence of the threat of the COVID-19 pandemic has made investors more concerned about the global economic recovery, causing US stocks to plummet across the board overnight.</p><p>On Monday, July 19, the three major stock indices all closed lower for the second consecutive day. The Dow Jones Industrial Average closed down more than 700 points, its biggest closing drop since October 28 last year; Both the S&P 500 and the Nasdaq fell by more than 1%, marking their biggest drop since May 12 this year.</p><p>Among them, the S&P 500 index quickly fell to its 50-day moving average and broke through its upward trend since November of last year.<a href=\"https://laohu8.com/S/42T.SI\">trend line</a>。<img src=\"https://static.tigerbbs.com/d0709a1fc6c3746864a6f1e70a614f5c\" tg-width=\"500\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The S&P 500 fell to its 50-day moving average (Image source: ZeroHedge).<img src=\"https://static.tigerbbs.com/20587775ce2c68f2f8155767c9ee0e41\" tg-width=\"500\" tg-height=\"223\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The S&P 500 fell below its upward trend line since November of last year (Image source: ZeroHedge)</p><p><img src=\"https://static.tigerbbs.com/fad302c22eb00b1f419b9a362c5da5bd\" tg-width=\"500\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>With the S&P 500 falling 3.5% from its all-time high, market panic has erupted. CNN's Fear & Greed Index is currently at extreme panic levels; the last time panic levels were this high, the S&P 500 plunged 40%.</p><p><img src=\"https://static.tigerbbs.com/1330466cd7f9bc88e2fe5aa0b55f92b5\" tg-width=\"500\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>However, amidst the market crash,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>His previous successful escape from the summit was quite remarkable. This inevitably brings to mind the 2007 and 2008 global financial crises, when Goldman Sachs successfully sold off heavily in a \"supportive\" market environment.</b></p><p>As mentioned in a Wall Street Insights article last week, Goldman Sachs' asset management net income reached a record $5.1 billion in the second quarter of this year, more than double that of the same period last year, mainly due to revenue generated from stock sales.</p><p><b>Financial reports show that Goldman Sachs Asset Management sold off a net $4 billion this year. After including the $1.5 billion in stock purchases, it reduced its holdings by a total of $5.5 billion in six months, which is equivalent to more than a quarter of the total size of its stock portfolio at the end of last year.</b></p><p>In fact, some analysts are already skeptical about whether the current trend can continue.</p><p>In early July, Goldman Sachs strategist David Kostin believed in a research report that the S&P 500 was not far from its peak. He expects the S&P 500 to be around 4,300 points by the end of this year, with rising interest rates, inflation, and tax reforms all limiting the index's recent upward movement. Furthermore, with the S&P 500's P/E well above 20, the stock market is more likely to experience multiple contraction rather than expansion over the next six months.</p><p>This is not the first time David Kostin has mentioned the resistance to the future upward trend of US stocks.</p><p>Accepted at the end of June<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>In a financial interview, David Kostin identified two major obstacles to the future rise of US stocks: higher interest rates and tax reform. He stated that if interest rates remain relatively unchanged until the end of this year, the S&P 500 could potentially rise to 4,700 points, all other things being equal. When discussing taxes, he believes that if the corporate tax increase is passed, the stock market may face selling pressure as investors brace for a hit to corporate profits and capital gains.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3635816\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3635816","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152668724","content_text":"新冠疫情威胁再起，令投资者更加担心全球经济复苏，隔夜美股全线重挫。\n7月19日周一，三大股指连续第二日集体收跌。道指收盘跌超700点，创去年10月28日以来最大收盘跌幅；标普500和纳指均跌超1%，创今年5月12日以来最大跌幅。\n其中，标准普尔500指数迅速跌至50日移动均线，并跌破去年11月以来的上涨趋势线。标普500跌至50日均线（图片来源：ZeroHedge）标普500跌破去年11月以来的上涨趋势线（图片来源：ZeroHedge）\n\n随着标普500指数较历史高点下跌3.5%，市场的恐慌情绪也已经爆发了。CNN的恐惧贪婪指数（Fear & Greed Index）目前处于极度恐慌水平，上一次恐慌水平如此之高时，标普500重挫了40%。\n\n然而在市场一片惨跌之中，高盛此前成功逃顶就显得颇为瞩目。这不禁令人想起2007年和2008年全球金融危机时期，那一次高盛就是在“支持性”市场环境中（\"supportive\" market）大举成功抛售。\n华尔街见闻上周文章曾提到，今年二季度高盛资产管理业务净收入达到创纪录的51亿美元，是去年同期的两倍多，主要就是抛售股票带来了收入。\n财报显示，今年年内高盛资管净抛售40亿美元，计入买入股票15亿美元后，半年间共减持55亿美元，相当于去年末股票投资组合总规模的四分之一以上。\n事实上，对于美股未来的走势，一些分析师已经对当前的趋势能否持续持怀疑态度。\n7月初高盛策略师David Kostin在研报中认为，标普500指数距离高点不远了。他预计标普500指数在今年年底将在4300点左右，利率上升、通胀上升、税收改革都将限制近期指数的上行。此外，由于标普500指数市盈率远高于20，未来6个月股市更可能经历估值收缩（multiple contraction）而非扩张。\n这并非是David Kostin第一次提到美股未来上行的阻力。\n6月底接受雅虎财经专访时，David Kostin就表示未来美股上升的两大阻力，一是更高的利率，另一个是税收改革。他表示，如果利率在今年年底前保持相对不变，那么在其他条件不变的情况下，标普500指数有可能升至4700点。在谈到税收时，他认为，如果企业税提高获得通过，随着投资者迎接企业利润和资本利得的打击，那么股市可能会面临抛售压力。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890853289,"gmtCreate":1628093763441,"gmtModify":1703501197530,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583448153437074","authorIdStr":"3583448153437074"},"themes":[],"title":"","htmlText":"h。 &nbsp; &nbsp; &nbsp;&nbsp;","listText":"h。 &nbsp; &nbsp; &nbsp;&nbsp;","text":"h。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890853289","isVote":1,"tweetType":1,"viewCount":2856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176421618,"gmtCreate":1626912932934,"gmtModify":1703480357241,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583448153437074","authorIdStr":"3583448153437074"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176421618","repostId":"2153664081","repostType":4,"repost":{"id":"2153664081","kind":"highlight","weMediaInfo":{"introduction":"GameLook是国内领先的游戏产业研究网站。为游戏开发者、发行商、游戏产业投资者、及产业链相关人士提供高价值的业内资讯、实事评论、研究数据，内容主要涵盖PC网游、移动游戏、网页游戏、社交游戏。","home_visible":1,"media_name":"GameLook","id":"1099700185","head_image":"https://static.tigerbbs.com/ff103db7c79f44ed9464df42ae19328c"},"pubTimestamp":1626910958,"share":"https://ttm.financial/m/news/2153664081?lang=en_US&edition=fundamental","pubTime":"2021-07-22 07:42","market":"other","language":"zh","title":"With sluggish streaming business growth, is entering the gaming industry Netflix's solution?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153664081","media":"GameLook","summary":"但增长的背后，离开了疫情的红利，即使是Netflix也难掩平台继续扩张的疲软。随后疫情的到来，虽然也让Netflix吃到了红利，但影响也极为有限。随后Netflix股价也是应声下跌28.47美元，至496.95美元，跌幅5.42%。如果不是疫情中途加了一把火，Netflix的表现或许会大不一样。当然除了自身的发展趋于饱和，游戏行业的红火也成为了让Netflix想要分一杯羹的原因。在业务增长的需要和外部竞争的夹击下，红红火火的游戏行业自然就成了Netflix理想的解药。","content":"<p>Since May of this year, news about Netflix's upcoming entry into the gaming industry has been constant. In its second-quarter 2021 shareholder letter released on July 20, Netflix finally acknowledged that the company is currently in the \"early stages of further expansion into the gaming industry.\"<img src=\"https://static.tigerbbs.com/12a2be17a4584850b7b953fed2d9617b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\">In its shareholder letter, Netflix considers games a new content category on Netflix, and the game service will also become part of Netflix's membership subscription service. There will be no additional fees \"for the time being,\" and mobile games will be a key focus for Netflix at this stage.</p><p>However, in an interview this week, Netflix executives confidently stated that Netflix can continue to improve its technological capabilities to ensure the quality of the gaming experience for players on various devices. \"All devices that Netflix already supports, including PlayStation, Xbox, PC and TV, will be candidate devices for the game.\"</p><p>“We will continue to invest in all our existing content categories, but since we have been in the original programming field for nearly a decade, we think it is time to understand how our members value games.”</p><p>As a global video streaming giant, Netflix has long explored the gaming industry, but is it feasible to truly cross over into gaming?</p><p><b>Use every means to seize users' screen time</b></p><p>According to Netflix's second-quarter earnings report, net income for the year ended June 30 was $1.35 billion, or $2.97 per share, compared to $720.2 million, or $1.59 per share, in the same period last year, representing a 19% increase in revenue to $7.34 billion. This growth was primarily driven by increases in membership numbers and average revenue per member (ARM).</p><p>Netflix added 1.54 million subscribers in the quarter that just ended, bringing its total number of users to 209.2 million, slightly higher than Netflix's previous expectation of 1 million.</p><p>However, behind the growth lay the benefits of the pandemic, and even Netflix could not hide the weakness of its platform's continued expansion.<img src=\"https://static.tigerbbs.com/46ebad527df54400a2adcfea452a0baf\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\">Hulu has partnered with Disney+ and ESPN.</p><p>Back in 2019, before the pandemic, Netflix faced its first \"crisis\" since 2011, squeezed by multiple streaming platforms such as Hulu and HBO.</p><p>At the time, Netflix predicted an increase of 5 million subscribers for the new quarter, but ultimately only increased by about 2.7 million, which is the largest miss in Netflix's history. In its shareholder letter at the time, Netflix stated that the company lost approximately 130,000 subscribers in the United States in the second quarter compared to the first quarter of 2019.</p><p>This directly caused Netflix's stock to plummet at the time, with the company losing more than $17 billion in one day. After six consecutive days of decline, Netflix's stock price fell by 15%, with losses reaching $24 billion.</p><p>The subsequent arrival of the pandemic, while benefiting Netflix, had a very limited impact. In the third quarter of 2020, Netflix added only 2.2 million subscriptions worldwide, far below the 6.8 million in the same period last year, and also below the 2.5 million Netflix had predicted at the time. Netflix's stock price subsequently fell by $28.47 to $496.95, a drop of 5.42%.<img src=\"https://static.tigerbbs.com/0cae73be5fd44a71b814ec1694e8f4cd\" tg-width=\"681\" tg-height=\"226\" referrerpolicy=\"no-referrer\">Rapidly slowing or even regressing user growth in the United States and Canada</p><p>In the second quarter of 2021, although Netflix added 1.54 million subscribers, the Asia-Pacific region became the center of Netflix's user growth, just like in the previous two years. However, in the United States and Canada (Netflix's largest single market), Netflix once again experienced a decline in membership numbers.</p><p>This time, Netflix lost 430,000 subscribers, more than double the number of new subscribers the company gained in Europe, the Middle East, and Africa during the same period. If the pandemic hadn't added fuel to the fire, Netflix's performance might have been very different.</p><p>Of course, besides its own development nearing saturation, the booming gaming industry has also become a reason why Netflix wants a piece of the pie. For Netflix, in addition to diversifying its business, games also have a certain advantage in competing for players' screen time.<img src=\"https://static.tigerbbs.com/c957e1510d9d49c880d61a0ec25d668b\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\">Time spent using TV screens by two or more users in the United States in June 2021</p><p>For any content-centric internet company, users' screen time is key to business success. In its shareholder letter, Netflix stated that<a href=\"https://laohu8.com/S/NLSN\">Nielsen</a>Data shows that streaming accounts for only 27% of television screen time in the United States, while cable television and radio account for 63%. Based on the same research, Nielsen estimates that Netflix accounts for only 7% of television screen time in the United States. Considering that Netflix is not yet very mature in other countries, this figure will only be lower.</p><p>On the more competitive mobile phones and other platforms, in addition to games, Youtube, TikTok, and other platforms are equally impactful to Netflix.</p><p>In 2019, Netflix publicly stated that its biggest competitor was not other streaming platforms, but Fortnite. After Metaverse products like Fortnite and Roblox blurred the boundaries between games and other media and entertainment forms such as movies and concerts, they increasingly occupied players' screen time and became the center of their online social entertainment lives. This is detrimental to a single platform like Netflix.</p><p>Driven by the need for business growth and external competition, the booming gaming industry naturally became Netflix's ideal antidote.</p><p><b>The gaming landscape is too complex; you can't handle Netflix.</b></p><p>According to a report by the Consumer Technology Association, more than half of American households now own their own TV game console, and 30% of households plan to purchase a game console in the next 12 months.</p><p>As one of the world's largest gaming markets, with such a rich gaming culture, it's no wonder that many American companies have decided to cross over into the gaming industry. However, it is not difficult to see that after working their way through the gaming industry, very few of these companies have succeeded.<img src=\"https://static.tigerbbs.com/7ec5d5c15334499f86b574a3d05d42c5\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\">The most classic is<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 As a company that has successfully entered the fields of film, TV series, e-books, and audio, and as a company with leading technologies such as AWS cloud services, Amazon's progress in making games can be described as extremely difficult.</p><p>This e-commerce giant, which has invested nearly $500 million annually in game development for eight consecutive years, has yet to produce a decent game product. However, Amazon's MMO \"<a href=\"https://laohu8.com/S/600628\">New World</a>(New World) has performed well in its recent Beta tests, attracting over 600,000 viewers on Twitch and reaching a peak of over 190,000 concurrent users. It has the potential to become something Amazon has been honing for eight years.</p><p>But after investing nearly $4 billion, only one game was successful, so it was a loss no matter what.<img src=\"https://static.tigerbbs.com/657c3d21b5774f0f921d1c800b89505b\" tg-width=\"420\" tg-height=\"422\" referrerpolicy=\"no-referrer\">A long list of companies also failed, including those with deep pockets and many IPs in 2016.<a href=\"https://laohu8.com/S/DIS\">Disney</a>It closed its own gaming division, \"Disney Interactive,\" and Fox's gaming division, FoxNext, was quickly sold by Disney after 21st Century Fox was acquired by Disney. The same thing happened to Lucasfilm's gaming division, founded by George Lucas in 1982, except this time Disney retained a small number of people to license the \"Star Wars\" IP.</p><p>In September 2019, NBCUniversal announced that it was closing its three-year-old gaming division.</p><p>Warner Bros. Games, the only company that appears to be relatively successful so far, recently sold its mobile game studio Playdemic to EA for $1.4 billion. Currently, all of Warner Bros. Games' studios will focus on developing game IPs based on Warner's own.</p><p>Some media outlets have stated, \"Today, no single Hollywood film and entertainment company owns its own large gaming division, even those mega-media companies that own publishing houses, record labels, theme parks, magazines, and other media outlets.\"</p><p>Regardless of whether it recently disbanded its first-party game development department<a href=\"https://laohu8.com/S/GOOG\">Google</a>Whether it's Amazon, which disappeared without a trace, or a series of Disney and NBC companies, any one of these companies can be considered wealthy and resourceful. Their failures directly reflect the difficulty of entering the gaming industry.</p><p>So what capital does Netflix have to break free from the curse of failure?</p><p><b>Don't drag the streaming business down with you.</b></p><p>The fact that Netflix has included games as a new content category on its platform and incorporated them into its membership subscription service suggests that Netflix's goal is very likely to be a subscription-based gaming platform, leveraging its film and television IPs to provide users with an integrated film and game service.</p><p>Based on this, we can summarize Netflix's advantages and the challenges it will face.</p><p>The most important issue is talent. In the people-centric gaming industry, building a good team will undoubtedly make Netflix's gaming journey twice as efficient with half the effort. However, Gamelook is not worried about Netflix in this regard. Netflix's emphasis on talent is well-known, and its management philosophy is regarded as a treasure by major companies at home and abroad. It is practically the Zhang Xiaolong of the talent management world.</p><p>The most direct example is December 4th last year.<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>A lawsuit has been filed against Netflix in Los Angeles Superior Court, alleging that it maliciously poached senior employees, including Spencer Neumann, the former CFO of Activision Blizzard and current CFO of Netflix.<img src=\"https://static.tigerbbs.com/47e6dd56e48345af879d4f9778b6de7b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\">It's worth noting that shortly after Spencer Neumann joined Netflix, the game adaptation of the popular Netflix series \"Stranger Things\" was launched across all platforms.</p><p>Secondly, there's the content. Thanks to Hollywood's industrialized production model and high degree of industry integration, Netflix is able to update the film and television content on its website at an extremely high speed through cooperation with global content production companies. Taking animation, which attracts a lot of attention in the gaming industry, as an example, Netflix has publicly stated that it will launch 40 original animation works this year, with an average of 3 new works updated every month.</p><p>With a massive amount of IP and the ability to drive traffic between games and film and television products within the website, Netflix's games have undoubtedly stood on the shoulders of giants since their inception.<img src=\"https://static.tigerbbs.com/4dce7c8cb64f4936a8429dd76738dbc9\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\">Black Mirror: Panda Snake garnered widespread attention and won two Emmy Awards for Netflix.</p><p>Meanwhile, in terms of game content development, Netflix may also be able to replicate its experience in film and television content production, controlling the lower limit of game quality while delegating development work to studios around the world.</p><p>However, Netflix's drawbacks are also obvious, the most direct of which is its lack of gaming-related experience.</p><p>In terms of content production, talent management, and financial strength, companies like Disney, NBC, and Amazon are not necessarily inferior to Netflix. However, the gaming industry has never been one that can succeed solely on hard conditions. As the crystallization of technology and creativity, no company can guarantee the success of its own products.</p><p>Besides the source code, the core secret of a game company is the summary and accumulation of information such as game modes, character stats, and gameplay. For Netflix, this accumulation may come from the experience of talent within the team, but for self-developed games, learning and integration are indispensable.<img src=\"https://static.tigerbbs.com/ebb924c5aaf64eca9bbc6708b6b392b2\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\">Meanwhile, Netflix's so-called subscription-based gaming platform is nothing new, whether on PC, consoles, or mobile devices.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>XGP,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Apple Arcade and Google Play Pass have been around for a long time, and their influence is gradually expanding.</p><p>Although Netflix's current statements suggest that Netflix's game services do not require players to pay any costs for users who have already subscribed to Netflix, this also means that Netflix is about to fall into a new round of cash-burning wars. This undoubtedly increases the financial risk for Netflix, which is currently struggling to cover its expenses.</p><p>It could even drag its own streaming business down with it.<img src=\"https://static.tigerbbs.com/3931f16b18424096b7ea8b6ce67f3d00\" tg-width=\"640\" tg-height=\"489\" referrerpolicy=\"no-referrer\">Significant long-term debt</p><p><b>Change is painful and necessary</b></p><p>Yan Shou, president of Chaoxi Guangnian, once shared his views on the transformation of internet companies into games, stating:</p><p>“I have seen some Chinese and foreign technology companies encountering great difficulties in making games, and they are far less successful than their original businesses. I think one of the reasons may be that they have not changed their thinking, such as hoping to do a good job in the game business entirely through top-level design, instead of paying enough attention to the integration and cultivation of the team.”</p><p>Even if Netflix, as a streaming giant, sticks to its own niche, it can still gain new growth opportunities through expansion in international markets. However, enriching the company's business portfolio and giving users more reasons to choose is a problem that Netflix will inevitably face.</p><p>Having money, content, a mature subscription model, and global content production experience are all powerful assets for Netflix to make a name for itself in the gaming industry. But for Netflix, what is more important is to cultivate its own gaming DNA.</p><p>The gaming industry has always had endless possibilities, but whether Netflix can seize them is anyone's guess.</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>With sluggish streaming business growth, is entering the gaming industry Netflix's solution?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWith sluggish streaming business growth, is entering the gaming industry Netflix's solution?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700185\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ff103db7c79f44ed9464df42ae19328c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">GameLook </p>\n<p class=\"h-time smaller\">2021-07-22 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Since May of this year, news about Netflix's upcoming entry into the gaming industry has been constant. In its second-quarter 2021 shareholder letter released on July 20, Netflix finally acknowledged that the company is currently in the \"early stages of further expansion into the gaming industry.\"<img src=\"https://static.tigerbbs.com/12a2be17a4584850b7b953fed2d9617b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\">In its shareholder letter, Netflix considers games a new content category on Netflix, and the game service will also become part of Netflix's membership subscription service. There will be no additional fees \"for the time being,\" and mobile games will be a key focus for Netflix at this stage.</p><p>However, in an interview this week, Netflix executives confidently stated that Netflix can continue to improve its technological capabilities to ensure the quality of the gaming experience for players on various devices. \"All devices that Netflix already supports, including PlayStation, Xbox, PC and TV, will be candidate devices for the game.\"</p><p>“We will continue to invest in all our existing content categories, but since we have been in the original programming field for nearly a decade, we think it is time to understand how our members value games.”</p><p>As a global video streaming giant, Netflix has long explored the gaming industry, but is it feasible to truly cross over into gaming?</p><p><b>Use every means to seize users' screen time</b></p><p>According to Netflix's second-quarter earnings report, net income for the year ended June 30 was $1.35 billion, or $2.97 per share, compared to $720.2 million, or $1.59 per share, in the same period last year, representing a 19% increase in revenue to $7.34 billion. This growth was primarily driven by increases in membership numbers and average revenue per member (ARM).</p><p>Netflix added 1.54 million subscribers in the quarter that just ended, bringing its total number of users to 209.2 million, slightly higher than Netflix's previous expectation of 1 million.</p><p>However, behind the growth lay the benefits of the pandemic, and even Netflix could not hide the weakness of its platform's continued expansion.<img src=\"https://static.tigerbbs.com/46ebad527df54400a2adcfea452a0baf\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\">Hulu has partnered with Disney+ and ESPN.</p><p>Back in 2019, before the pandemic, Netflix faced its first \"crisis\" since 2011, squeezed by multiple streaming platforms such as Hulu and HBO.</p><p>At the time, Netflix predicted an increase of 5 million subscribers for the new quarter, but ultimately only increased by about 2.7 million, which is the largest miss in Netflix's history. In its shareholder letter at the time, Netflix stated that the company lost approximately 130,000 subscribers in the United States in the second quarter compared to the first quarter of 2019.</p><p>This directly caused Netflix's stock to plummet at the time, with the company losing more than $17 billion in one day. After six consecutive days of decline, Netflix's stock price fell by 15%, with losses reaching $24 billion.</p><p>The subsequent arrival of the pandemic, while benefiting Netflix, had a very limited impact. In the third quarter of 2020, Netflix added only 2.2 million subscriptions worldwide, far below the 6.8 million in the same period last year, and also below the 2.5 million Netflix had predicted at the time. Netflix's stock price subsequently fell by $28.47 to $496.95, a drop of 5.42%.<img src=\"https://static.tigerbbs.com/0cae73be5fd44a71b814ec1694e8f4cd\" tg-width=\"681\" tg-height=\"226\" referrerpolicy=\"no-referrer\">Rapidly slowing or even regressing user growth in the United States and Canada</p><p>In the second quarter of 2021, although Netflix added 1.54 million subscribers, the Asia-Pacific region became the center of Netflix's user growth, just like in the previous two years. However, in the United States and Canada (Netflix's largest single market), Netflix once again experienced a decline in membership numbers.</p><p>This time, Netflix lost 430,000 subscribers, more than double the number of new subscribers the company gained in Europe, the Middle East, and Africa during the same period. If the pandemic hadn't added fuel to the fire, Netflix's performance might have been very different.</p><p>Of course, besides its own development nearing saturation, the booming gaming industry has also become a reason why Netflix wants a piece of the pie. For Netflix, in addition to diversifying its business, games also have a certain advantage in competing for players' screen time.<img src=\"https://static.tigerbbs.com/c957e1510d9d49c880d61a0ec25d668b\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\">Time spent using TV screens by two or more users in the United States in June 2021</p><p>For any content-centric internet company, users' screen time is key to business success. In its shareholder letter, Netflix stated that<a href=\"https://laohu8.com/S/NLSN\">Nielsen</a>Data shows that streaming accounts for only 27% of television screen time in the United States, while cable television and radio account for 63%. Based on the same research, Nielsen estimates that Netflix accounts for only 7% of television screen time in the United States. Considering that Netflix is not yet very mature in other countries, this figure will only be lower.</p><p>On the more competitive mobile phones and other platforms, in addition to games, Youtube, TikTok, and other platforms are equally impactful to Netflix.</p><p>In 2019, Netflix publicly stated that its biggest competitor was not other streaming platforms, but Fortnite. After Metaverse products like Fortnite and Roblox blurred the boundaries between games and other media and entertainment forms such as movies and concerts, they increasingly occupied players' screen time and became the center of their online social entertainment lives. This is detrimental to a single platform like Netflix.</p><p>Driven by the need for business growth and external competition, the booming gaming industry naturally became Netflix's ideal antidote.</p><p><b>The gaming landscape is too complex; you can't handle Netflix.</b></p><p>According to a report by the Consumer Technology Association, more than half of American households now own their own TV game console, and 30% of households plan to purchase a game console in the next 12 months.</p><p>As one of the world's largest gaming markets, with such a rich gaming culture, it's no wonder that many American companies have decided to cross over into the gaming industry. However, it is not difficult to see that after working their way through the gaming industry, very few of these companies have succeeded.<img src=\"https://static.tigerbbs.com/7ec5d5c15334499f86b574a3d05d42c5\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\">The most classic is<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>。 As a company that has successfully entered the fields of film, TV series, e-books, and audio, and as a company with leading technologies such as AWS cloud services, Amazon's progress in making games can be described as extremely difficult.</p><p>This e-commerce giant, which has invested nearly $500 million annually in game development for eight consecutive years, has yet to produce a decent game product. However, Amazon's MMO \"<a href=\"https://laohu8.com/S/600628\">New World</a>(New World) has performed well in its recent Beta tests, attracting over 600,000 viewers on Twitch and reaching a peak of over 190,000 concurrent users. It has the potential to become something Amazon has been honing for eight years.</p><p>But after investing nearly $4 billion, only one game was successful, so it was a loss no matter what.<img src=\"https://static.tigerbbs.com/657c3d21b5774f0f921d1c800b89505b\" tg-width=\"420\" tg-height=\"422\" referrerpolicy=\"no-referrer\">A long list of companies also failed, including those with deep pockets and many IPs in 2016.<a href=\"https://laohu8.com/S/DIS\">Disney</a>It closed its own gaming division, \"Disney Interactive,\" and Fox's gaming division, FoxNext, was quickly sold by Disney after 21st Century Fox was acquired by Disney. The same thing happened to Lucasfilm's gaming division, founded by George Lucas in 1982, except this time Disney retained a small number of people to license the \"Star Wars\" IP.</p><p>In September 2019, NBCUniversal announced that it was closing its three-year-old gaming division.</p><p>Warner Bros. Games, the only company that appears to be relatively successful so far, recently sold its mobile game studio Playdemic to EA for $1.4 billion. Currently, all of Warner Bros. Games' studios will focus on developing game IPs based on Warner's own.</p><p>Some media outlets have stated, \"Today, no single Hollywood film and entertainment company owns its own large gaming division, even those mega-media companies that own publishing houses, record labels, theme parks, magazines, and other media outlets.\"</p><p>Regardless of whether it recently disbanded its first-party game development department<a href=\"https://laohu8.com/S/GOOG\">Google</a>Whether it's Amazon, which disappeared without a trace, or a series of Disney and NBC companies, any one of these companies can be considered wealthy and resourceful. Their failures directly reflect the difficulty of entering the gaming industry.</p><p>So what capital does Netflix have to break free from the curse of failure?</p><p><b>Don't drag the streaming business down with you.</b></p><p>The fact that Netflix has included games as a new content category on its platform and incorporated them into its membership subscription service suggests that Netflix's goal is very likely to be a subscription-based gaming platform, leveraging its film and television IPs to provide users with an integrated film and game service.</p><p>Based on this, we can summarize Netflix's advantages and the challenges it will face.</p><p>The most important issue is talent. In the people-centric gaming industry, building a good team will undoubtedly make Netflix's gaming journey twice as efficient with half the effort. However, Gamelook is not worried about Netflix in this regard. Netflix's emphasis on talent is well-known, and its management philosophy is regarded as a treasure by major companies at home and abroad. It is practically the Zhang Xiaolong of the talent management world.</p><p>The most direct example is December 4th last year.<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>A lawsuit has been filed against Netflix in Los Angeles Superior Court, alleging that it maliciously poached senior employees, including Spencer Neumann, the former CFO of Activision Blizzard and current CFO of Netflix.<img src=\"https://static.tigerbbs.com/47e6dd56e48345af879d4f9778b6de7b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\">It's worth noting that shortly after Spencer Neumann joined Netflix, the game adaptation of the popular Netflix series \"Stranger Things\" was launched across all platforms.</p><p>Secondly, there's the content. Thanks to Hollywood's industrialized production model and high degree of industry integration, Netflix is able to update the film and television content on its website at an extremely high speed through cooperation with global content production companies. Taking animation, which attracts a lot of attention in the gaming industry, as an example, Netflix has publicly stated that it will launch 40 original animation works this year, with an average of 3 new works updated every month.</p><p>With a massive amount of IP and the ability to drive traffic between games and film and television products within the website, Netflix's games have undoubtedly stood on the shoulders of giants since their inception.<img src=\"https://static.tigerbbs.com/4dce7c8cb64f4936a8429dd76738dbc9\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\">Black Mirror: Panda Snake garnered widespread attention and won two Emmy Awards for Netflix.</p><p>Meanwhile, in terms of game content development, Netflix may also be able to replicate its experience in film and television content production, controlling the lower limit of game quality while delegating development work to studios around the world.</p><p>However, Netflix's drawbacks are also obvious, the most direct of which is its lack of gaming-related experience.</p><p>In terms of content production, talent management, and financial strength, companies like Disney, NBC, and Amazon are not necessarily inferior to Netflix. However, the gaming industry has never been one that can succeed solely on hard conditions. As the crystallization of technology and creativity, no company can guarantee the success of its own products.</p><p>Besides the source code, the core secret of a game company is the summary and accumulation of information such as game modes, character stats, and gameplay. For Netflix, this accumulation may come from the experience of talent within the team, but for self-developed games, learning and integration are indispensable.<img src=\"https://static.tigerbbs.com/ebb924c5aaf64eca9bbc6708b6b392b2\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\">Meanwhile, Netflix's so-called subscription-based gaming platform is nothing new, whether on PC, consoles, or mobile devices.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>XGP,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Apple Arcade and Google Play Pass have been around for a long time, and their influence is gradually expanding.</p><p>Although Netflix's current statements suggest that Netflix's game services do not require players to pay any costs for users who have already subscribed to Netflix, this also means that Netflix is about to fall into a new round of cash-burning wars. This undoubtedly increases the financial risk for Netflix, which is currently struggling to cover its expenses.</p><p>It could even drag its own streaming business down with it.<img src=\"https://static.tigerbbs.com/3931f16b18424096b7ea8b6ce67f3d00\" tg-width=\"640\" tg-height=\"489\" referrerpolicy=\"no-referrer\">Significant long-term debt</p><p><b>Change is painful and necessary</b></p><p>Yan Shou, president of Chaoxi Guangnian, once shared his views on the transformation of internet companies into games, stating:</p><p>“I have seen some Chinese and foreign technology companies encountering great difficulties in making games, and they are far less successful than their original businesses. I think one of the reasons may be that they have not changed their thinking, such as hoping to do a good job in the game business entirely through top-level design, instead of paying enough attention to the integration and cultivation of the team.”</p><p>Even if Netflix, as a streaming giant, sticks to its own niche, it can still gain new growth opportunities through expansion in international markets. However, enriching the company's business portfolio and giving users more reasons to choose is a problem that Netflix will inevitably face.</p><p>Having money, content, a mature subscription model, and global content production experience are all powerful assets for Netflix to make a name for itself in the gaming industry. But for Netflix, what is more important is to cultivate its own gaming DNA.</p><p>The gaming industry has always had endless possibilities, but whether Netflix can seize them is anyone's guess.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/12a2be17a4584850b7b953fed2d9617b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153664081","content_text":"从今年五月开始，有关Netflix将要进入游戏行业的新闻就一直没有停过。在7月20日发布的2021年第二季度的股东信中，Netflix官方终于承认公司目前正处于“进一步扩展到游戏行业的早期阶段”。在股东信中，Netflix将游戏视为Netflix上一个新的内容类别，游戏服务也将成为Netflix会员订阅服务的组成部分，“暂时”不会收取额外费用，并且在当前这个阶段，手游将成为Netflix的重点方向。\n不过Netflix的高管在本周接受采访时，也自信地表示Netflix能够继续提高技术能力，以保证玩家在各种设备上的游戏体验质量，“Netflix 已经支持的所有设备，包括PlayStation 、 Xbox、PC和电视在内，都将成为游戏的候选设备。”\n“我们会在我们现有的所有内容类别上，不断增加投资，但由于我们已经进入原创节目领域近十年了，我们认为现在是时候了解我们的会员如何重视游戏了。”\n作为全球的视频流媒体巨头，Netflix虽然之前对游戏行业早就作出了试探，但真正跨界做游戏，能行吗?\n用一切办法抢占用户的屏幕时间\n根据Netflix第二季度的财报，截至6月30日，Netflix净收益为 13.5 亿美元，合每股 2.97 美元，而去年同期为 7.202 亿美元，合每股 1.59 美元，收入增长 19% 至 73.4 亿美元。这一增长主要是由会员人数和平均每位会员收入（ARM）的增长推动的。\n而Netflix 在刚刚结束的这个季度里增加了154万订阅用户，平台总用户数也达到了2.092 亿，表现略高于Netflix之前100万的预期。\n但增长的背后，离开了疫情的红利，即使是Netflix也难掩平台继续扩张的疲软。Hulu与Disney+、ESPN达成了合作\n早在2019年，疫情前时代，Netflix在Hulu、HBO等多家流媒体平台的夹击下，就曾出现过公司自2011年以来的第一次“危机”。\n当时Netflix对新一季度作出了增加5 百万订阅人数的预测，但最终却仅仅只增加了约270 万，这也是Netflix 历史上最大的一次预期落差。并且在当时的股东信中，Netflix表示，相较于2019年的第一季度，公司第二季度在美国失去了约13万订阅用户。\n这直接让当时Netflix的股票大跌，在一日之间公司的损失超过了170亿美元，在连跌六天后，Netflix股价下跌15%，损失金额达到240亿美元。\n随后疫情的到来，虽然也让Netflix吃到了红利，但影响也极为有限。在2020年第三季度，Netflix在全球仅新增了220万个订阅，远低于去年同期的680万个，同时也不及当时Netflix预测的250万。随后Netflix股价也是应声下跌28.47美元，至496.95美元，跌幅5.42%。在美国和加拿大迅速放缓甚至回退的用户增长\n来到2021年第二季度，虽然Netflix新增了154万订阅用户，但和前两年一样，亚太地区成为Netflix用户增长的中心，而在美国和加拿大（Netflix最大的单一市场），Netflix再次出现了会员数下跌的情况。\n而这一次Netflix失去了43万用户，是同时期公司在欧洲、中东和非洲新增用户数的两倍多。如果不是疫情中途加了一把火，Netflix的表现或许会大不一样。\n当然除了自身的发展趋于饱和，游戏行业的红火也成为了让Netflix想要分一杯羹的原因。对于Netflix而言，除了能让自身业务更加多元化，在争夺玩家的屏幕时间时，游戏也有着一定优势。2021年6月 美国2人以上用户使用电视屏幕的时间\n对于任何以内容为核心的互联网公司而言，用户的屏幕时间是业务成功的关键。在股东信中，Netflix表示，尼尔森的数据显示，流媒体播放仅占美国电视屏幕播放时间的27%，而有线电视和广播则占到了63%。基于同样的研究，尼尔森估计Netflix只占美国电视屏幕时间的7%。考虑到Netflix其他国家还不太成熟，这一数据只会更低。\n而在竞争更激烈的手机和其他平台上，除了游戏，Youtube、TikTok等对于Netflix的冲击同样只多不少。\n在2019年，Netflix就曾公开表示，自己最大的对手不是其他流媒体平台，而是《堡垒之夜》。在类似于《堡垒之夜》《Roblox》这样的Metaverse产品，模糊了游戏与电影、演唱会等其他媒体和娱乐方式的边界之后，就越来越长地占据了玩家的屏幕时间，成为了玩家线上社交娱乐生活的中心，这对于Netflix这种单一平台而言，是不利的。\n在业务增长的需要和外部竞争的夹击下，红红火火的游戏行业自然就成了Netflix理想的解药。\n游戏水太深了，Netflix你把握不住\n根据消费者科技协会（Consumer Technology Association）的一份报道，目前超过半数的美国家庭拥有一台自己的电视游戏主机，30%的家庭计划在之后的12个月购买游戏主机。\n作为全球最大的游戏市场之一，如此浓厚的游戏文化也难怪不少美国公司都上头，决定跨界进入游戏行业。但不难发现，在游戏行业走过一圈之后，这些公司中成功者寥寥。最经典的就是亚马逊。作为一家成功进入了电影、电视剧、电子书和音响等领域的公司，作为一家拥有AWS云服务等领先科技的公司，在做游戏方面的进展，亚马逊可以说是举步维艰。\n这家连续八年，每年在游戏开发上投入近5亿美元的电商巨头，迄今为止都没能做出一个拿得出手的游戏产品。不过亚马逊的MMO《新世界（New World）》近期的Beta测试表现不错，在Twitch上吸引了超过60万观众，同时在线人数最高突破了19万，有成为亚马逊八年磨一剑的潜质。\n但投入了近40亿美元之后，仅成功了一个游戏，再怎么说都是亏的。同样失败的还有一长串公司，2016年财大气粗IP多的迪士尼就关闭了自己的游戏部门“迪士尼互动”，福克斯的游戏部门FoxNext在21世纪福克斯被迪士尼收购后，也迅速被迪士尼出售。有同样遭遇的还有卢卡斯影业旗下，由乔治卢卡斯1982年成立的游戏部门，只不过这一次迪士尼还留了一小部分人用于对外授权“星战”的IP。\n2019年9月，NBC环球宣布它关闭了其成立三年的游戏部门。\n唯一现在来看比较成功的华纳兄弟游戏，在前不久也以14亿美元的价格将自己的手游工作室Playdemic出售给了EA，目前华纳兄弟游戏旗下的所有工作室，将会专注于开发基于华纳所拥有的游戏IP。\n有媒体表示，“如今没有一家单一好莱坞影视娱乐公司拥有自己的大型游戏部门，即使是那些拥有出版社、唱片公司、主题乐园、杂志等超大型传媒公司”。\n不论是前阵子解散了自己第一方游戏开发部门的谷歌，还是石沉大海的亚马逊，或者是一连串的迪士尼、NBC，这些公司任意单拎任意一家出来，都算是有钱有资源，他们的失败也直接反映了进入游戏行业的不易。\n那么Netflix又有什么资本，得以摆脱失败的魔咒呢？\n别把流媒体业务一起拖下水\n从Netflix将游戏作为Netflix平台上一个新的内容类别，同时纳入自己的会员订阅服务之中我们不难看出，Netflix的目标极有可能是一个订阅制游戏平台，依托自己的影视IP，为用户提供一种影游一体化的服务。\n在此基础上，我们可以总结一下Netflix有怎样的优势，同时将要面临怎样的挑战。\n首当其冲的就是人才问题。在以人为本的游戏行业，组建一个好的团队无疑将让Netflix的游戏之路事半功倍。不过在这一点上，Gamelook并不为Netflix感到担心，Netflix对人才的重视人尽皆知，公司的管理哲学更是被国内外各大公司视若珍宝，简直就是人才管理界的张小龙。\n最直接的例子就是，去年12月4日，动视暴雪以恶意挖角高层员工，即动视暴雪的前CFO，Netflix的现CFO Spencer Neumann为由，在洛杉矶高等法院对Netflix 提出诉讼。值得注意的是，在Spencer Neumann加入了Netflix之后不久，就促成了Netflix热门剧集《怪奇物语》改编游戏的全平台上线。\n其次是内容。得益于好莱坞工业化的生产模式以及高度的行业整合，通过与全球内容制作公司的合作，Netflix能够以极高的速度更新网站内的影视内容。以游戏行业关注度颇高的动漫为例，Netflix就曾公开表示，将在今年上线40部原创动漫作品，平均每月更新3部新作。\n坐拥海量的IP，同时可以在网站内在游戏和影视产品之间进行相互引流，无疑让Netflix的游戏自出生就站在了巨人的肩膀上。《黑镜：潘达斯奈基》在收获广泛关注的同时，也为Netflix赢得了两座艾美奖\n与此同时在游戏内容的开发上，Netflix或许也可以复制自己在影视内容生产上的经验，在控制游戏质量下限的同时，将开发工作交由全球各地的工作室。\n但Netflix的缺点也很明显，最直接的就是没有游戏相关的经验。\n论内容生产、论人才管理、论财大气粗，类似于迪士尼、NBC、亚马逊等公司其实并不见得比Netflix差，但游戏行业从来都不是一个只靠硬性条件就可以成功的行业，游戏产品作为技术和创意的结晶，没有公司能保证自己产品的成功。\n一个游戏公司的核心机密除了源代码之外，还有就是对于游戏模式、角色数值、玩法等内容的总结和积累。对于Netflix而言，这些积累或许可以来自团队中人才的经验，但是对于自研游戏而言，学习和磨合不可或缺。与此同时，Netflix所谓的订阅制游戏平台，无论是在PC、主机还是移动设备上，都已经不是新鲜东西了，微软的XGP、苹果的Apple Arcade、谷歌的Google Play Pass都已经存在了很长一段时间，并且影响力也在逐渐地扩大。\n虽然从Netflix目前的表态来看，对于已经订阅了Netflix的用户而言，Netflix的游戏服务不需要玩家付出任何的成本，但这也意味着Netflix又要陷入新一轮的烧钱大战中。而这对于目前已经收不抵支的Netflix而言，无疑加大了自己在财政上的风险。\n甚至有可能将自己的流媒体业务一起拖下水。大量长期债务\n变化是痛苦且必要的\n朝夕光年的总裁严授曾就互联网企业转型做游戏发表过自己的看法，他表示：\n“我看到中外一些科技公司做游戏，遇到很大困难，远没有做原有业务顺利，我认为其中一点原因可能是没有转变思路，如寄希望于完全通过顶层设计做好游戏业务，而不够关注团队的磨合与培育。”\n作为流媒体巨头的Netflix即使固守自己的领域，通过在国际市场的扩张，依然可以得到新的成长机会。但丰富公司的业务组成，给予用户更多的理由选择自己，是Netflix必然会面临的问题。\n有钱、有内容、有成熟的订阅模式，用全球化的内容生产经验，这些对于Netflix而言都是自己在游戏行业闯出一片天的有力资本，但对于Netflix而言，更重要的是要培育出自己的游戏基因。\n游戏行业一直都有着无限的可能，但Netflix能不能抓住这种可能性，谁都说不准。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178223775,"gmtCreate":1626824445397,"gmtModify":1703765772831,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583448153437074","authorIdStr":"3583448153437074"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178223775","repostId":"1199453588","repostType":4,"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173794110,"gmtCreate":1626685132830,"gmtModify":1703763316002,"author":{"id":"3583448153437074","authorId":"3583448153437074","name":"Hxin","avatar":"https://static.tigerbbs.com/ea5a0c8792678c79550567fcc9c7ba50","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583448153437074","authorIdStr":"3583448153437074"},"themes":[],"title":"","htmlText":"&nbsp; &nbsp; &nbsp;.","listText":"&nbsp; &nbsp; &nbsp;.","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173794110","repostId":"1174652473","repostType":4,"repost":{"id":"1174652473","kind":"news","pubTimestamp":1626683760,"share":"https://ttm.financial/m/news/1174652473?lang=en_US&edition=fundamental","pubTime":"2021-07-19 16:36","market":"us","language":"zh","title":"ByteDance just invested in a robot, and Sequoia Capital and ZhenFund have already entered the fray.","url":"https://stock-news.laohu8.com/highlight/detail?id=1174652473","media":"东四十条资本","summary":"在热门的机器人赛道上，不论项目是火热的、还是有产业背景的，或者是海外布局的，字节跳动都投资了。\n\n字节跳动又投资了一家机器人公司。\n天眼查显示，7月16日，机器人公司Syrius炬星的关联公司大扬智能","content":"<p>In popular<a href=\"https://laohu8.com/S/300024\">Robot</a>On the market, ByteDance has invested in all projects, regardless of whether they are hot, have industry backgrounds, or have overseas expansion. ByteDance has invested in another robotics company.</p><p>According to Tianyancha, on July 16, Dayang, an affiliate of the robotics company Syrius,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Technology (Beijing) Co., Ltd. underwent industrial and commercial registration changes, with its registered capital increasing to approximately RMB 2.059 million, an increase of nearly 20%. Its new shareholders include Beijing Quantum Leap Technology Co., Ltd., an affiliate of ByteDance.</p><p>Syrius was founded in 2018. Its main business is the research and development and manufacturing of independent mobile robots. Its products and technologies mainly provide warehousing services for logistics centers. Previously, they first entered overseas markets such as Japan. Before being invested in by ByteDance, Syrius had received investments from well-known institutions such as Sequoia China, Mingshi Capital, and ZhenFund.</p><p>This is not the first time ByteDance has invested in a robotics company. Previously, they had invested in popular robotic vacuum cleaner company Yunjing Intelligent, Yinghe Robotics, backed by the He Xiangjian family of Midea, and Jiazhi Technology, an industrial robot project.</p><p>ByteDance has invested in the popular robotics sector, regardless of whether the project is hot, has an industry background, or has an overseas presence.</p><p><b>Who is Syrius?</b></p><p>According to information on Syrius's official website, their founding team all graduated from Xi'an Jiaotong University and have experience working for domestic and international giants.</p><p>Founder and CEO Jiang Chao previously served as the head of Project Tango at Google X Lab and worked in the United States and Japan, including at companies such as Motorola and NVIDIA.</p><p>Senior Vice President and Co-Founder Luo Xuan previously served as<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Product Director of a robotics company<a href=\"https://laohu8.com/S/CMCM\">Cheetah Movement</a>Senior Product Director,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Senior product manager. Yu Kunlin, Vice President of R&D, graduated from the University of Science and Technology of China and previously served as CTO of Pudu Technology, a developer of intelligent delivery robots. Pudu Technology was once invested in by Meituan.</p><p>This company also has cooperative relationships with well-known technology companies and e-commerce companies at home and abroad. In 2018, Syrius partnered with<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>Jointly release robot products.</p><p>It is worth noting that they were the first to enter overseas markets. According to Syrius's official website, the first batch of their self-developed robots were put into use in the Japanese market in 2019. Syrius' Japanese partners include Mitsubishi Corporation and e-commerce logistics company Kanmatsu Co., Ltd. Last January, they also established a subsidiary in Japan. In May of this year, their robots were deployed in multiple logistics centers in Singapore and several European countries.</p><p>Starting in the second half of last year, Syrius began its technological deployment in China. They wrote on their official website, \"In October 2020, Juxing's parent company, Dayang Intelligent Technology, reached a strategic cooperation agreement with the Institute for Advanced Study of Technology at Peking University to jointly establish an intelligent robot laboratory.\"</p><p>Before being invested in by ByteDance, Syrius had also received support from a number of well-known investment institutions. In May 2018, I invested<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Mingshi Capital led the Syrius angel round. In 2019, Syrius completed its Series A financing round, led by ZhenFund and followed by Mingshi Capital. Last May, they received investment from Sequoia China, Zhencheng Capital, Chuangyin Capital, and Japanese investment firm PKSHA SPARX Algorithm Fund, with Mingshi Capital and ZhenFund following suit again.</p><p><b>ByteDance has made multiple moves in the robotics sector.</b></p><p>This is not the first time ByteDance has invested in a robotics company.</p><p>Last year, ByteDance invested in Narwal Intelligence, a popular robotic vacuum cleaner company. During last year's Double 11 shopping festival, Narwal Intelligent's floor mopping robots sold 65,000 units, ranking first in sales among home appliances.</p><p>Even in this project, ByteDance entered the market earlier than Sequoia China and Hillhouse Capital. In March of last year, Narwal Intelligent raised its Series A+ funding round, with ByteDance participating. Last June, Narwhale raised its Series C funding round, and ByteDance appeared on the list of investors along with Sequoia China, Source Code Capital, and Hillhouse Capital.</p><p>In January of this year, ByteDance also invested in Yinghe Robotics, which has an industry background.</p><p>Yinghe Robotics was established last year and is a subsidiary of Yingfeng Group, led by He Jianfeng, the eldest son of Midea founder He Xiangjian. This company is part of Yingfeng Group's strategy to expand into the fields of advanced manufacturing and industrial internet. It is worth mentioning that Yingfeng Holdings and ByteDance are both investors in Narwhal.</p><p>Shen Gang, the founder of Yinghe Robotics, also has a rich technical and industrial background. He was born in 1972 and graduated from Tokyo Institute of Technology with a degree in mechanical engineering. He previously served as the chief technician of FANUC's Robotics Division in Japan, responsible for the Chinese market. In 2018, Shen Gang joined<a href=\"https://laohu8.com/S/02007\">Country Garden</a>Bozhilin Robotics Company was established. In September 2019, Shen Gang joined Yingfeng Holdings as a partner.</p><p>Not long ago, ByteDance also ventured into an industrial robot project. In May, ByteDance invested in Jiazhi Technology's Series B round, and last month it bet on Jiazhi Technology's Series B+ round.</p><p>Founded in July 2016 and headquartered in Hangzhou, Jiazhi Technology primarily researches and manufactures indoor and outdoor logistics robot equipment and supporting software for intelligent manufacturing factories. Its products are used in industries such as 3C, automobiles, power, pharmaceuticals, and new energy, with customers including Supcon Group, Tianma Microelectronics, and ZTE.<a href=\"https://laohu8.com/S/603861\">Baiyun Electric</a>etc. In addition to ByteDance, Jiazhi Technology has also received investment from Shenzhen Capital Group and Lenovo Venture Capital.</p><p>In the robotics sector, industrial robots are particularly sought after by capital. Data shows that last year, there were 242 investment and financing events in the robotics sector, with a total amount of approximately 26.8 billion yuan. The industrial robot sub-sector accounted for the highest proportion of financing, at about 33%, with more than 30 financing events disclosing a total financing amount of nearly 1.5 billion yuan.</p><p>It's not unusual for ByteDance to invest in robots. The robotics industry has been exceptionally hot since last year. According to publicly available data, between 2011 and 2020, 2020 saw the third highest total investment and financing amount in the robotics sector in the past decade. Meanwhile, a series of well-known investment institutions are making investments, such as Sequoia Capital, Hillhouse Capital, and Source Code mentioned above.</p><p>Judging from the above cases, ByteDance has invested in the popular robotics sector, regardless of whether the project is hot, has an industry background, or has overseas expansion.</p>","source":"lsy1580712218558","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>ByteDance just invested in a robot, and Sequoia Capital and ZhenFund have already entered the fray.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nByteDance just invested in a robot, and Sequoia Capital and ZhenFund have already entered the fray.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">东四十条资本</strong><span class=\"h-time small\">2021-07-19 16:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In popular<a href=\"https://laohu8.com/S/300024\">Robot</a>On the market, ByteDance has invested in all projects, regardless of whether they are hot, have industry backgrounds, or have overseas expansion. ByteDance has invested in another robotics company.</p><p>According to Tianyancha, on July 16, Dayang, an affiliate of the robotics company Syrius,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Technology (Beijing) Co., Ltd. underwent industrial and commercial registration changes, with its registered capital increasing to approximately RMB 2.059 million, an increase of nearly 20%. Its new shareholders include Beijing Quantum Leap Technology Co., Ltd., an affiliate of ByteDance.</p><p>Syrius was founded in 2018. Its main business is the research and development and manufacturing of independent mobile robots. Its products and technologies mainly provide warehousing services for logistics centers. Previously, they first entered overseas markets such as Japan. Before being invested in by ByteDance, Syrius had received investments from well-known institutions such as Sequoia China, Mingshi Capital, and ZhenFund.</p><p>This is not the first time ByteDance has invested in a robotics company. Previously, they had invested in popular robotic vacuum cleaner company Yunjing Intelligent, Yinghe Robotics, backed by the He Xiangjian family of Midea, and Jiazhi Technology, an industrial robot project.</p><p>ByteDance has invested in the popular robotics sector, regardless of whether the project is hot, has an industry background, or has an overseas presence.</p><p><b>Who is Syrius?</b></p><p>According to information on Syrius's official website, their founding team all graduated from Xi'an Jiaotong University and have experience working for domestic and international giants.</p><p>Founder and CEO Jiang Chao previously served as the head of Project Tango at Google X Lab and worked in the United States and Japan, including at companies such as Motorola and NVIDIA.</p><p>Senior Vice President and Co-Founder Luo Xuan previously served as<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Product Director of a robotics company<a href=\"https://laohu8.com/S/CMCM\">Cheetah Movement</a>Senior Product Director,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Senior product manager. Yu Kunlin, Vice President of R&D, graduated from the University of Science and Technology of China and previously served as CTO of Pudu Technology, a developer of intelligent delivery robots. Pudu Technology was once invested in by Meituan.</p><p>This company also has cooperative relationships with well-known technology companies and e-commerce companies at home and abroad. In 2018, Syrius partnered with<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>、<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>Jointly release robot products.</p><p>It is worth noting that they were the first to enter overseas markets. According to Syrius's official website, the first batch of their self-developed robots were put into use in the Japanese market in 2019. Syrius' Japanese partners include Mitsubishi Corporation and e-commerce logistics company Kanmatsu Co., Ltd. Last January, they also established a subsidiary in Japan. In May of this year, their robots were deployed in multiple logistics centers in Singapore and several European countries.</p><p>Starting in the second half of last year, Syrius began its technological deployment in China. They wrote on their official website, \"In October 2020, Juxing's parent company, Dayang Intelligent Technology, reached a strategic cooperation agreement with the Institute for Advanced Study of Technology at Peking University to jointly establish an intelligent robot laboratory.\"</p><p>Before being invested in by ByteDance, Syrius had also received support from a number of well-known investment institutions. In May 2018, I invested<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Mingshi Capital led the Syrius angel round. In 2019, Syrius completed its Series A financing round, led by ZhenFund and followed by Mingshi Capital. Last May, they received investment from Sequoia China, Zhencheng Capital, Chuangyin Capital, and Japanese investment firm PKSHA SPARX Algorithm Fund, with Mingshi Capital and ZhenFund following suit again.</p><p><b>ByteDance has made multiple moves in the robotics sector.</b></p><p>This is not the first time ByteDance has invested in a robotics company.</p><p>Last year, ByteDance invested in Narwal Intelligence, a popular robotic vacuum cleaner company. During last year's Double 11 shopping festival, Narwal Intelligent's floor mopping robots sold 65,000 units, ranking first in sales among home appliances.</p><p>Even in this project, ByteDance entered the market earlier than Sequoia China and Hillhouse Capital. In March of last year, Narwal Intelligent raised its Series A+ funding round, with ByteDance participating. Last June, Narwhale raised its Series C funding round, and ByteDance appeared on the list of investors along with Sequoia China, Source Code Capital, and Hillhouse Capital.</p><p>In January of this year, ByteDance also invested in Yinghe Robotics, which has an industry background.</p><p>Yinghe Robotics was established last year and is a subsidiary of Yingfeng Group, led by He Jianfeng, the eldest son of Midea founder He Xiangjian. This company is part of Yingfeng Group's strategy to expand into the fields of advanced manufacturing and industrial internet. It is worth mentioning that Yingfeng Holdings and ByteDance are both investors in Narwhal.</p><p>Shen Gang, the founder of Yinghe Robotics, also has a rich technical and industrial background. He was born in 1972 and graduated from Tokyo Institute of Technology with a degree in mechanical engineering. He previously served as the chief technician of FANUC's Robotics Division in Japan, responsible for the Chinese market. In 2018, Shen Gang joined<a href=\"https://laohu8.com/S/02007\">Country Garden</a>Bozhilin Robotics Company was established. In September 2019, Shen Gang joined Yingfeng Holdings as a partner.</p><p>Not long ago, ByteDance also ventured into an industrial robot project. In May, ByteDance invested in Jiazhi Technology's Series B round, and last month it bet on Jiazhi Technology's Series B+ round.</p><p>Founded in July 2016 and headquartered in Hangzhou, Jiazhi Technology primarily researches and manufactures indoor and outdoor logistics robot equipment and supporting software for intelligent manufacturing factories. Its products are used in industries such as 3C, automobiles, power, pharmaceuticals, and new energy, with customers including Supcon Group, Tianma Microelectronics, and ZTE.<a href=\"https://laohu8.com/S/603861\">Baiyun Electric</a>etc. In addition to ByteDance, Jiazhi Technology has also received investment from Shenzhen Capital Group and Lenovo Venture Capital.</p><p>In the robotics sector, industrial robots are particularly sought after by capital. Data shows that last year, there were 242 investment and financing events in the robotics sector, with a total amount of approximately 26.8 billion yuan. The industrial robot sub-sector accounted for the highest proportion of financing, at about 33%, with more than 30 financing events disclosing a total financing amount of nearly 1.5 billion yuan.</p><p>It's not unusual for ByteDance to invest in robots. The robotics industry has been exceptionally hot since last year. According to publicly available data, between 2011 and 2020, 2020 saw the third highest total investment and financing amount in the robotics sector in the past decade. Meanwhile, a series of well-known investment institutions are making investments, such as Sequoia Capital, Hillhouse Capital, and Source Code mentioned above.</p><p>Judging from the above cases, ByteDance has invested in the popular robotics sector, regardless of whether the project is hot, has an industry background, or has overseas expansion.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/jinPpZhYeRmYKwj6NOogjA\">东四十条资本</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57922dcc5f7a43f1fddaf18d1a519025","relate_stocks":{"300024":"机器人"},"source_url":"https://mp.weixin.qq.com/s/jinPpZhYeRmYKwj6NOogjA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174652473","content_text":"在热门的机器人赛道上，不论项目是火热的、还是有产业背景的，或者是海外布局的，字节跳动都投资了。\n\n字节跳动又投资了一家机器人公司。\n天眼查显示，7月16日，机器人公司Syrius炬星的关联公司大扬智能科技（北京）有限公司发生工商变更，注册资本增至约205.9万元，增幅近20%。其新增股东包含北京量子跃动科技有限公司，即字节跳动关联公司。\nSyrius炬星成立于2018年，主营业务为研发与制造自主移动机器人，产品和技术主要是为物流中心提供仓储服务。此前，他们率先切入的是日本等海外市场。在被字节跳动投资前，Syrius炬星曾获得红杉中国、明势资本、真格基金等知名机构投资。\n这不是字节跳动第一次投资机器人公司。此前，他们曾投资了热门的扫地机器人公司云鲸智能、背靠美的何享健家族的盈合机器人、工业机器人项目迦智科技等。\n在热门的机器人赛道上，不论项目是火热的、还是有产业背景的，或者是海外布局的，字节跳动都投资了。\nSyrius是谁？\nSyrius炬星官网信息显示，他们创始团队共同毕业于西安交大，有海内外巨头工作经验。\n创始人兼CEO蒋超曾任Google X实验室Project Tango项目负责人，曾在美国和日本工作，先后供职于摩托罗拉、NVIDIA等公司。\n高级副总裁兼联合创始人罗璇曾任阿里巴巴机器人公司产品总监、猎豹移动高级产品总监、腾讯高级产品经理。研发副总裁虞坤霖毕业于中国科技大学，曾担任智能配送机器人研发商普渡科技的CTO。普渡科技曾被美团投资。\n这家公司也与海内外知名科技企业和电商企业有合作关系。2018年，Syrius炬星曾与英伟达、京东物流联合发布机器人产品。\n值得注意的是，他们率先切入的是海外市场。Syrius炬星官网显示，2019年，他们自研的机器人首批产品是在日本市场投入使用。Syrius炬星的日本合作方包含日本三菱商事、电商物流企业关通株式会社等。去年1月，他们还在日本设立了子公司。今年5月，他们机器人已在新加坡、欧洲多国的多个物流中心落地。\n去年下半年开始，Syrius炬星开始在国内进行技术方面的布局。他们在官网写到，“2020年10月，炬星母公司大扬智能科技与北京大学技术高等研究院达成战略合作，联合组建智能机器人实验室。”\n在被字节跳动投资前，Syrius炬星也曾获得一批知名投资机构的支持。2018年5月，投资过理想汽车的明势资本领投Syrius炬星天使轮。2019年，Syrius炬星A轮融资，真格基金领投，明势资本跟投。去年5月，他们获得了红杉中国、真成资本、创茵资本、日本投资机构PKSHA SPARX Algorithm Fund的投资，明势资本、真格基金再次跟投。\n字节跳动已在机器人赛道多次出手\n这也不是字节跳动第一次投资机器人公司。\n去年，字节跳动曾投资热门的扫地机器人公司云鲸智能。去年双11期间，云鲸智能的拖地机器人卖出6万5千台，销售额为家电单品第一。\n甚至在这一项目上，字节跳动入局的时间早于红杉中国和高瓴创投。去年3月，云鲸智能A+轮融资，字节跳动参与。而去年6月，云鲸C轮融资，字节跳动又同时与红杉中国、源码资本、高瓴创投出现在投资人名单中。\n今年1月，字节跳动也曾投资有产业背景的盈合机器人。\n盈合机器人去年成立，是美的创始人何享健长子何剑锋掌舵的盈峰集团旗下的子公司。该公司是盈锋集团布局先进制造与产业互联网领域的一环。值得一提的是，盈峰控股和字节跳动同为云鲸的投资人。\n盈合机器人创始人沈岗也具有丰富的技术和产业背景。他生于1972年，毕业于东京工业大学机械专业。他曾担任日本发那科机器人事业本部技师长，负责中国区市场。2018年，沈岗曾加入碧桂园，组建博智林机器人公司。2019年9月，沈岗加入盈峰控股，担任合伙人。\n不久前，字节跳动也曾出手工业机器人项目。5月，字节跳动曾投资迦智科技B轮，且上个月又在迦智科技B+轮下注。\n迦智科技成立于2016年7月，总部位于杭州，主要研发与生产智造工厂室内外物流机器人装备及配套软件，产品应用在在3C、汽车、电力、医药、新能源等行业，客户包含中控集团、天马微电子、中兴、白云电器等。除字节跳动外，迦智科技也获得了深创投、联想创投的投资。\n在机器人赛道，工业机器人尤其受资本追捧。数据显示，去年机器人赛道共发生投融资事件242起，总金额约为268亿元，而工业机器人这一细分领域融资占比最高，约为33%，其中有30多起融资事件，已披露总融资额近15亿元。\n字节跳动投机器人也并不稀奇。从去年开始，机器人赛道就异常火热。据公开数据显示，2011~2020年间，2020年是机器人赛道近十年投融资总金额第三高。同时一系列知名投资机构都在布局，如上文提到的红杉、高瓴、源码等。\n而从上述案例来看，在热门的机器人赛道上，不论项目是火热的、还是有产业背景的，或者是有海外布局的，字节跳动都投资了。","news_type":1,"symbols_score_info":{"300024":0.9}},"isVote":1,"tweetType":1,"viewCount":2626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}