+Follow
mingming88
No personal profile
522
Follow
57
Followers
1
Topic
0
Badge
Posts
Hot
mingming88
2022-04-22
$老虎证券(TIGR)$
good luck
mingming88
2022-04-24
$老虎证券(TIGR)$
good luck
mingming88
2022-04-04
$老虎证券(TIGR)$
good luck
mingming88
2022-04-13
$老虎证券(TIGR)$
good luck
mingming88
2023-01-18
👍👍👍💯💯💯
mingming88
2022-05-08
$老虎证券(TIGR)$
good luck
mingming88
2021-07-31
Good luck
百度放不下游戏
mingming88
2021-07-30
/hi
Sorry, the original content has been removed
mingming88
2022-05-09
$老虎证券(TIGR)$
good luck
mingming88
2022-04-03
$老虎证券(TIGR)$
good luck
mingming88
2021-08-01
Good luck
Sorry, the original content has been removed
mingming88
2021-08-01
Hi
Sorry, the original content has been removed
mingming88
2021-07-31
Hi ☺️
价值重塑:中概股的估值体系可能会发生变化
mingming88
2021-07-30
Hi
Sorry, the original content has been removed
mingming88
2022-05-13
$老虎证券(TIGR)$
good luck
mingming88
2022-05-07
$苹果(AAPL)$
good luck
mingming88
2022-05-02
$老虎证券(TIGR)$
good luck
mingming88
2022-04-18
$老虎证券(TIGR)$
good luck
mingming88
2022-04-17
$老虎证券(TIGR)$
good luck
mingming88
2022-01-16
Good luck
提醒:1月17日马丁·路德·金纪念日,美股休市一天
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":4088639267266550,"uuid":"4088639267266550","gmtCreate":1625536727528,"gmtModify":1704447496770,"name":"mingming88","pinyin":"mingming88","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":57,"headSize":522,"tweetSize":728,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"f00de38e20574ad1abf55a15966547c8-1","templateUuid":"f00de38e20574ad1abf55a15966547c8","name":"Average winning trade","description":"Top 50%","bigImgUrl":"https://community-static.tradeup.com/news/f53cdecfbff6499d133bad354ae10ff1","smallImgUrl":"https://community-static.tradeup.com/news/2554f84686bbcccc035b93fe29308e43","grayImgUrl":"https://community-static.tradeup.com/news/84c66bc70ac1cf09f4e89b1d4ca9d017","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.05","exceedPercentage":"93.34%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"3e5a625780d3411098f7e72115f69f0a-1","templateUuid":"3e5a625780d3411098f7e72115f69f0a","name":"Total trades","description":"Cumulative for 100 trades","bigImgUrl":"https://community-static.tradeup.com/news/f6040a65e0c6e125e4dcfe0101de45ee","smallImgUrl":"https://community-static.tradeup.com/news/f803dba33fef1aa87b64be09f4f064ee","grayImgUrl":"https://community-static.tradeup.com/news/5dfa45d4a1e98a2d8c2e1b4253ddd916","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100},{"badgeId":"82ffa69a97264fba9002044f4f5f535b-1","templateUuid":"82ffa69a97264fba9002044f4f5f535b","name":"Tiger Think Tank","description":"Tiger Think Tank","bigImgUrl":"https://community-static.tradeup.com/news/193f8255673f42bdc610097b2074ec3e","smallImgUrl":"https://community-static.tradeup.com/news/06af124f59f026a383d35b268362424f","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":4001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":278260564816016,"gmtCreate":1708962340860,"gmtModify":1708962345233,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a> 👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a> 👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻","text":"$英伟达(NVDA)$ 👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻","images":[{"img":"https://community-static.tradeup.com/news/4ef684f82521a9efea16bd1855bc6e09","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278260564816016","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":275699853758656,"gmtCreate":1708348383085,"gmtModify":1708348388106,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"✨","listText":"✨","text":"✨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275699853758656","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262571986010328,"gmtCreate":1705138519965,"gmtModify":1705138524809,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯","listText":"🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯","text":"🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262571986010328","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262184411246680,"gmtCreate":1705044623318,"gmtModify":1705044627879,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🐯💪💪💪💪👍👍👍👍👍","listText":"🐯🐯🐯🐯🐯🐯💪💪💪💪👍👍👍👍👍","text":"🐯🐯🐯🐯🐯🐯💪💪💪💪👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262184411246680","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261884858003464,"gmtCreate":1704971621154,"gmtModify":1704971626127,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🐯🥦🥦🥦🥦🥦🎉🎉🎉🎉💯💯💯","listText":"🐯🐯🐯🐯🐯🐯🥦🥦🥦🥦🥦🎉🎉🎉🎉💯💯💯","text":"🐯🐯🐯🐯🐯🐯🥦🥦🥦🥦🥦🎉🎉🎉🎉💯💯💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261884858003464","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261542345736472,"gmtCreate":1704863475916,"gmtModify":1704863479737,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🐯💪💪💪💪🐯🎊🎉💯","listText":"🐯🐯🐯🐯🐯🐯💪💪💪💪🐯🎊🎉💯","text":"🐯🐯🐯🐯🐯🐯💪💪💪💪🐯🎊🎉💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261542345736472","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261145893880088,"gmtCreate":1704766685912,"gmtModify":1704766690654,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🐯🎊🎊🎊🎊🎊💪💪💪💪💪💪💪","listText":"🐯🐯🐯🐯🐯🐯🎊🎊🎊🎊🎊💪💪💪💪💪💪💪","text":"🐯🐯🐯🐯🐯🐯🎊🎊🎊🎊🎊💪💪💪💪💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261145893880088","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260775646007432,"gmtCreate":1704676278821,"gmtModify":1704676283076,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":",🐯🐯👍👍👍💪💪💪🎊🎊🎉🎉","listText":",🐯🐯👍👍👍💪💪💪🎊🎊🎉🎉","text":",🐯🐯👍👍👍💪💪💪🎊🎊🎉🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260775646007432","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260406862909736,"gmtCreate":1704586258694,"gmtModify":1704586282341,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🐯🎉🎉🎉🎉🎊🎊🎊🎊👍👍👍👍","listText":"🐯🐯🐯🐯🐯🐯🎉🎉🎉🎉🎊🎊🎊🎊👍👍👍👍","text":"🐯🐯🐯🐯🐯🐯🎉🎉🎉🎉🎊🎊🎊🎊👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260406862909736","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260094282285128,"gmtCreate":1704510043606,"gmtModify":1704510048222,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🐯💪💪💪💪💪💪🥳🥳👍👍🎊🎉","listText":"🐯🐯🐯🐯🐯🐯💪💪💪💪💪💪🥳🥳👍👍🎊🎉","text":"🐯🐯🐯🐯🐯🐯💪💪💪💪💪💪🥳🥳👍👍🎊🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260094282285128","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259742908436680,"gmtCreate":1704424158528,"gmtModify":1704424162550,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯👍👍👍👍👍👍🥳🥳🥳🎊🎊","listText":"🐯🐯🐯🐯🐯👍👍👍👍👍👍🥳🥳🥳🎊🎊","text":"🐯🐯🐯🐯🐯👍👍👍👍👍👍🥳🥳🥳🎊🎊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259742908436680","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259371549507864,"gmtCreate":1704335609168,"gmtModify":1704335612985,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🐯🐯👀👀👀👀👀👀👍👍","listText":"🐯🐯🐯🐯🐯🐯🐯👀👀👀👀👀👀👍👍","text":"🐯🐯🐯🐯🐯🐯🐯👀👀👀👀👀👀👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259371549507864","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258881550921920,"gmtCreate":1704237400698,"gmtModify":1704237404377,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🐯👀👀👀👀👀👀","listText":"🐯🐯🐯🐯🐯🐯👀👀👀👀👀👀","text":"🐯🐯🐯🐯🐯🐯👀👀👀👀👀👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258881550921920","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258518103417128,"gmtCreate":1704148848201,"gmtModify":1704148853120,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯💯💯💯💯💯🥳🥳🥳🥳🥳👍👍👍👍💯","listText":"🐯🐯🐯🐯🐯💯💯💯💯💯🥳🥳🥳🥳🥳👍👍👍👍💯","text":"🐯🐯🐯🐯🐯💯💯💯💯💯🥳🥳🥳🥳🥳👍👍👍👍💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258518103417128","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258192237715504,"gmtCreate":1704069205255,"gmtModify":1704069209595,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯🐯🐯🥳🥳💪🥳🥳💯💯💯💯💯👍👍👍👍👍","listText":"🐯🐯🐯🐯🐯🥳🥳💪🥳🥳💯💯💯💯💯👍👍👍👍👍","text":"🐯🐯🐯🐯🐯🥳🥳💪🥳🥳💯💯💯💯💯👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258192237715504","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257832121635032,"gmtCreate":1703981193044,"gmtModify":1703981200959,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🥳🥳🥳🥳🥳🐯🐯🐯🐯😅🎊🎉","listText":"🥳🥳🥳🥳🥳🐯🐯🐯🐯😅🎊🎉","text":"🥳🥳🥳🥳🥳🐯🐯🐯🐯😅🎊🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257832121635032","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257468764954672,"gmtCreate":1703892576163,"gmtModify":1703892579998,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯👍👍👍👍👍🎉🎉🎉💯💯💯💯","listText":"🐯🐯🐯👍👍👍👍👍🎉🎉🎉💯💯💯💯","text":"🐯🐯🐯👍👍👍👍👍🎉🎉🎉💯💯💯💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257468764954672","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257148495220832,"gmtCreate":1703814290195,"gmtModify":1703814294321,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"🐯🐯🐯👍👍👍👍👍🥳🥳🥳🥳🥳💯💯💯🎉🎉","listText":"🐯🐯🐯👍👍👍👍👍🥳🥳🥳🥳🥳💯💯💯🎉🎉","text":"🐯🐯🐯👍👍👍👍👍🥳🥳🥳🥳🥳💯💯💯🎉🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257148495220832","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256245020082448,"gmtCreate":1703579100109,"gmtModify":1703579104101,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"👀👀👀🥳🥳🥳💯💯💯👍👍👍👍","listText":"👀👀👀🥳🥳🥳💯💯💯👍👍👍👍","text":"👀👀👀🥳🥳🥳💯💯💯👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256245020082448","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255814788169992,"gmtCreate":1703468288727,"gmtModify":1703468293097,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"👍👍👍👍👍💯💯💯💯💯🥳🥳🥳🥳🥳","listText":"👍👍👍👍👍💯💯💯💯💯🥳🥳🥳🥳🥳","text":"👍👍👍👍👍💯💯💯💯💯🥳🥳🥳🥳🥳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255814788169992","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9085096176,"gmtCreate":1650614090105,"gmtModify":1676534764094,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/f14ea716ed43807c41c4d29584d00f9f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085096176","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084067875,"gmtCreate":1650778881005,"gmtModify":1676534791931,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/c15c747c7f910357126e85fe7436b3a1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084067875","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018435598,"gmtCreate":1649077162996,"gmtModify":1676534445920,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/a7bb072b198cda9a02c590bd398c2a4a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018435598","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080036348,"gmtCreate":1649817020104,"gmtModify":1676534583116,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/eb1b8865de01ce0ea87e02322104e302","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080036348","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956663718,"gmtCreate":1673995601834,"gmtModify":1676538913055,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"👍👍👍💯💯💯","listText":"👍👍👍💯💯💯","text":"👍👍👍💯💯💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956663718","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062965667,"gmtCreate":1651988786659,"gmtModify":1676535010205,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/b961079c96146ab6009ce9c644ebb0b1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062965667","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802349116,"gmtCreate":1627723631135,"gmtModify":1703495235884,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Good luck","listText":"Good luck","text":"Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802349116","repostId":"2155688721","repostType":4,"repost":{"id":"2155688721","pubTimestamp":1627701182,"share":"https://www.laohu8.com/m/news/2155688721?lang=&edition=full","pubTime":"2021-07-31 11:13","market":"hk","language":"zh","title":"百度放不下游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2155688721","media":"镜像娱乐","summary":"百度再一次“杀”回了游戏市场。\n7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return","content":"<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>再一次“杀”回了游戏市场。</p>\n<p>7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏,以及《武庚纪》《梦想<a href=\"https://laohu8.com/S/000997\">新大陆</a>》等9款重度游戏。可以看出,百度游戏未来将着力于休闲+重度游戏两条赛道,尝试跳出以发行为主的模式,转而以发行、自研并重,同时探索国际市场。</p>\n<p><img src=\"https://static.tigerbbs.com/03a57d99cd21d4a4e96e39ef0a7df836\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从战略到产品,百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头,百度做游戏其实一直被业内看好。然而,直到2017年百度剥离游戏业务时,平台也没有找到适合自己的发展模式。</p>\n<p>而今,游戏行业风云变幻,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>分走大块蛋糕,阿里、字节跳动、B站等头部势力加码,海外市场竞争愈演愈烈,游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏,也让当下的竞争环境变得更加复杂。</p>\n<h3><b>流量变现的重头戏</b></h3>\n<p>发布会上,百度游戏总经理徐建将未来的发展方向归纳为两点:一点是做服务,即基于自身流量生态和产品矩阵,为游戏厂商提供发行服务;另一点则在于做产品,或与行业伙伴合作、或自主研发,推出具备竞争力的游戏产品。</p>\n<p>从这两点来看,百度游戏此次返场,步子相对稳健,布局方向都建立在自身优势上。</p>\n<p>其一,游戏一直都是流量变现的重头戏,而百度是一个拥有10亿用户的流量生态,仅在百度APP,月活便超过5.4亿。并且,据官方披露,用户在百度搜索游戏相关内容的日均次数达到1亿次,其中为找游戏的用户占比为25.3%,玩游戏的占比为45.5%,找服务的占比为29.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/d82ae2c46c176ed12cdee8a4ee00afbb\" tg-width=\"650\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>换言之,百度目前仍是网民接触游戏的一个重要入口,生态内每天产生的亿级流量都与游戏相关,这也是百度不可能轻易放掉游戏业务的关键所在。</p>\n<p>其二,围绕百度自身的流量生态,一方面,搜索业务的服务能力,使平台与国内诸多游戏厂商都存在合作关系;另一方面,百度在剥离游戏业务之前,其游戏发行也有过一些高光时刻。2011年时,百度基于贴吧生态搭建“社区化小游戏平台”,涉足游戏分发,3天累计用户便超过7000万。</p>\n<p>从广告到发行,百度在游戏行业的连接能力,使之能够更便捷地找到合作伙伴,为之后的联运、发行等业务打下基础。此次发布会上,<a href=\"https://laohu8.com/S/09990\">祖龙娱乐</a>、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露,百度游戏也准备构建新的开发者平台,将给出诸多策略扶持和让利。</p>\n<p>其三,尽管百度目前已经与腾讯、阿里拉开了距离,但百度仍是处在第一梯队的互联网巨头,若平台将资本向游戏倾斜,在财力支持下未必没有与其他平台一战的实力。目前,百度游戏已经完成了两个自研团队的搭建,正式进入开发阶段。</p>\n<p>但是,从百度游戏发布的产品来看,休闲游戏仍占据更大比例,而在用户粘性更高的重度游戏中,“代号”产品居多,落地时间并不明朗。这意味着百度在真正形成竞争力之前,还有一段很长的路要走,且这条路并不容易。</p>\n<h3><b>不能“丢”的游戏业务</b></h3>\n<p>百度重拾游戏业务并不让人意外,尤其是在近几年,百度一直都在搜索业务之外,寻找新的收入增长点。</p>\n<p>回到2017年,百度以近12亿的价格出售了百度游戏,这一动作是百度实施“航母计划”的一环。当时,百度通过业务“分拆”,将文学、视频、游戏、音乐、地图、外卖等版块独立运营,业内对此普遍认为,百度在尝试摆脱对搜索业务的依赖。同一时期,百度也进一步发力人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的新方向,尝试向智能科技公司转型。沿着这一发展脉络来看,如今的百度,或许更需要游戏了。</p>\n<p>首先,从其内部发展而言,业务“分拆”的思路并没有帮助百度在多领域建立优势。</p>\n<p>在这之中,百度发展最好的视频业务孵化出<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>,但爱奇艺至今累计亏损已达上百亿,不仅不赚钱,还消耗着巨额运营成本。此外,百度地图市场渗透率虽然较高,但地图业务的变现模式尚不清晰。</p>\n<p><img src=\"https://static.tigerbbs.com/edc6630b89c5e58130682294de8830bf\" tg-width=\"650\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而在其他业务方面,文学领域至今仍是阅文一家独大;音乐市场中<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>占据更大份额,网易云音乐后来居上;外卖行业中,美团、饿了么两强相争……相比之下,百度并没有形成与之相抗的实力,在业绩贡献上也难以成为未来的新支柱。</p>\n<p>其次,在外部竞争环境上,百度面临的压力越来越大。</p>\n<p>近几年,业内开始频繁地讨论,字节跳动会不会取代百度成为第三大互联网巨头?在这背后,双方之间虽然没有正面冲突,但字节跳动却在一步步蚕食曾属于百度的市场。</p>\n<p>说到底,百度和字节跳动所做的都是信息分发,而后者抓住了移动互联网崛起的契机,并以独特的算法抢占市场,后来基于同样的算法体系入局短视频,并建立自身的广告体系和变现模型。在这一过程中,受到冲击最大的便是百度。也就是说,百度搜索业务所覆盖的市场已经受到威胁,寻找新的业绩增长点正变得越来越迫切。</p>\n<p><img src=\"https://static.tigerbbs.com/0bd74003ddc66f316f5a4afa89fa7e74\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>字节跳动游戏《仙境传说RO:新世代的诞生》,月流水达到1.5亿</p>\n<p>再者,对百度自身的发展而言,人工智能的新定位还没有成规模的变现机会。</p>\n<p>财报数据显示,截至2020年第四季度,百度来自搜索服务与交易服务的收入,在总收入中占比将近80%,而公司来自AI及云服务的收入占比则不足20%。</p>\n<p>在人工智能的业绩创造力形成之前,发力流量变现效率更高的游戏业务,或许是百度更好的选择。且就技术发展对云游戏的赋能来看,提前布局游戏业务,未来也能更高效地与公司的技术实力共振。</p>\n<h3><b>微妙的返场时机</b></h3>\n<p>实际上,尽管百度曾高调出售百度游戏,但从未真正离开过这个市场。</p>\n<p>当初,百度游戏被剥离后更名为多酷游戏,仍然作为百度在游戏业务上唯一的平台级入口,与百度保持紧密的合作关系。同一年,百度APP接入智能小游戏入口;2019年,百度则投资了游戏公司蝴蝶互动;直到今年,百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标,并于前不久召开品牌发布会,正式在这一赛道上“重启”。百度似乎一直在等待机会,但选择此时返场,这个时机还是有些微妙。</p>\n<p>从表面上看,当下,游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动,阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。</p>\n<p>在国内,阿里在游戏领域持续深耕之后,孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼,双双登上App Store手游收入排行榜TOP10。其中,仅在2020上半年,《三国志·战略版》的总流水便达到37亿。以此为起点,阿里逐渐在游戏领域站稳脚跟;字节跳动近来在游戏市场的步子也越来越大。今年3月,公司以260亿元的高价收购游戏公司沐瞳科技,将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中;此外,B站也通过资本布局,在二次元游戏赛道上持续巩固实力。</p>\n<p><img src=\"https://static.tigerbbs.com/a2557f4955deb03cc8a5e455e81407a4\" tg-width=\"1080\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在国外,伴随着<a href=\"https://laohu8.com/S/00799\">IGG</a>、莉莉丝等游戏厂商从海外市场涌现出来,这一市场也成为更多国内头部势力的布局范围,原本的蓝海优势正在激烈的竞争中逐渐消退,新入场者抢占市场份额的难度也在加大。</p>\n<p>然而,在这样的发展环境下,一些新势力还是“冒出头来”。尤其是《原神》的出现,在上线30天内收入便达到2.45亿美元,一度超越《王者荣耀》《和平精英》同期收入,位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。</p>\n<p><img src=\"https://static.tigerbbs.com/fa4d5c6dc9ad9c4c73abc473abf4cd38\" tg-width=\"1080\" tg-height=\"692\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这一现象的出现,刺激了头部势力的敏感神经,也加速了巨头“围猎”的脚步。以动作最大的腾讯为例,据镜像娱乐统计,2021年上半年,腾讯参与投资的游戏公司多达49家,平均每4天便投资一家公司。</p>\n<p><img src=\"https://static.tigerbbs.com/643cf0b0e11b9df8d22b62da650634e1\" tg-width=\"549\" tg-height=\"2866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而,透过这一现象,其实也反映出,一方面,当下的游戏市场还远未饱和,市场能够容下更多爆款游戏产品;另一方面,激烈的竞争环境,也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下,新入局者并非没有机会,或许这才是百度选择此时返场的关键所在。</p>\n<p>但是,机会都是留给有准备的人,百度显然落后太多。发布会现场,百度游戏副总经理王慧也坦言:“重启后的百度团队优势仍不明显,团队一直在思考如何利用百度的资源,走出百度游戏自己的路。”但在变幻莫测的游戏市场之上,留给百度思考的时间已然不多了。</p>","source":"36kr_stock","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>百度放不下游戏</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度放不下游戏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 11:13 北京时间 <a href=https://36kr.com/p/1333416961169408><strong>镜像娱乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度再一次“杀”回了游戏市场。\n7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏,以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出,百度游戏未来将着力于休闲+重度游戏两条赛道,尝试跳出以发行为主的模式,转而以发行、自研并重,同时探索国际市场。...</p>\n\n<a href=\"https://36kr.com/p/1333416961169408\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://36kr.com/p/1333416961169408","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155688721","content_text":"百度再一次“杀”回了游戏市场。\n7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏,以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出,百度游戏未来将着力于休闲+重度游戏两条赛道,尝试跳出以发行为主的模式,转而以发行、自研并重,同时探索国际市场。\n\n从战略到产品,百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头,百度做游戏其实一直被业内看好。然而,直到2017年百度剥离游戏业务时,平台也没有找到适合自己的发展模式。\n而今,游戏行业风云变幻,腾讯、网易分走大块蛋糕,阿里、字节跳动、B站等头部势力加码,海外市场竞争愈演愈烈,游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏,也让当下的竞争环境变得更加复杂。\n流量变现的重头戏\n发布会上,百度游戏总经理徐建将未来的发展方向归纳为两点:一点是做服务,即基于自身流量生态和产品矩阵,为游戏厂商提供发行服务;另一点则在于做产品,或与行业伙伴合作、或自主研发,推出具备竞争力的游戏产品。\n从这两点来看,百度游戏此次返场,步子相对稳健,布局方向都建立在自身优势上。\n其一,游戏一直都是流量变现的重头戏,而百度是一个拥有10亿用户的流量生态,仅在百度APP,月活便超过5.4亿。并且,据官方披露,用户在百度搜索游戏相关内容的日均次数达到1亿次,其中为找游戏的用户占比为25.3%,玩游戏的占比为45.5%,找服务的占比为29.2%。\n\n换言之,百度目前仍是网民接触游戏的一个重要入口,生态内每天产生的亿级流量都与游戏相关,这也是百度不可能轻易放掉游戏业务的关键所在。\n其二,围绕百度自身的流量生态,一方面,搜索业务的服务能力,使平台与国内诸多游戏厂商都存在合作关系;另一方面,百度在剥离游戏业务之前,其游戏发行也有过一些高光时刻。2011年时,百度基于贴吧生态搭建“社区化小游戏平台”,涉足游戏分发,3天累计用户便超过7000万。\n从广告到发行,百度在游戏行业的连接能力,使之能够更便捷地找到合作伙伴,为之后的联运、发行等业务打下基础。此次发布会上,祖龙娱乐、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露,百度游戏也准备构建新的开发者平台,将给出诸多策略扶持和让利。\n其三,尽管百度目前已经与腾讯、阿里拉开了距离,但百度仍是处在第一梯队的互联网巨头,若平台将资本向游戏倾斜,在财力支持下未必没有与其他平台一战的实力。目前,百度游戏已经完成了两个自研团队的搭建,正式进入开发阶段。\n但是,从百度游戏发布的产品来看,休闲游戏仍占据更大比例,而在用户粘性更高的重度游戏中,“代号”产品居多,落地时间并不明朗。这意味着百度在真正形成竞争力之前,还有一段很长的路要走,且这条路并不容易。\n不能“丢”的游戏业务\n百度重拾游戏业务并不让人意外,尤其是在近几年,百度一直都在搜索业务之外,寻找新的收入增长点。\n回到2017年,百度以近12亿的价格出售了百度游戏,这一动作是百度实施“航母计划”的一环。当时,百度通过业务“分拆”,将文学、视频、游戏、音乐、地图、外卖等版块独立运营,业内对此普遍认为,百度在尝试摆脱对搜索业务的依赖。同一时期,百度也进一步发力人工智能的新方向,尝试向智能科技公司转型。沿着这一发展脉络来看,如今的百度,或许更需要游戏了。\n首先,从其内部发展而言,业务“分拆”的思路并没有帮助百度在多领域建立优势。\n在这之中,百度发展最好的视频业务孵化出爱奇艺,但爱奇艺至今累计亏损已达上百亿,不仅不赚钱,还消耗着巨额运营成本。此外,百度地图市场渗透率虽然较高,但地图业务的变现模式尚不清晰。\n\n而在其他业务方面,文学领域至今仍是阅文一家独大;音乐市场中腾讯音乐占据更大份额,网易云音乐后来居上;外卖行业中,美团、饿了么两强相争……相比之下,百度并没有形成与之相抗的实力,在业绩贡献上也难以成为未来的新支柱。\n其次,在外部竞争环境上,百度面临的压力越来越大。\n近几年,业内开始频繁地讨论,字节跳动会不会取代百度成为第三大互联网巨头?在这背后,双方之间虽然没有正面冲突,但字节跳动却在一步步蚕食曾属于百度的市场。\n说到底,百度和字节跳动所做的都是信息分发,而后者抓住了移动互联网崛起的契机,并以独特的算法抢占市场,后来基于同样的算法体系入局短视频,并建立自身的广告体系和变现模型。在这一过程中,受到冲击最大的便是百度。也就是说,百度搜索业务所覆盖的市场已经受到威胁,寻找新的业绩增长点正变得越来越迫切。\n\n字节跳动游戏《仙境传说RO:新世代的诞生》,月流水达到1.5亿\n再者,对百度自身的发展而言,人工智能的新定位还没有成规模的变现机会。\n财报数据显示,截至2020年第四季度,百度来自搜索服务与交易服务的收入,在总收入中占比将近80%,而公司来自AI及云服务的收入占比则不足20%。\n在人工智能的业绩创造力形成之前,发力流量变现效率更高的游戏业务,或许是百度更好的选择。且就技术发展对云游戏的赋能来看,提前布局游戏业务,未来也能更高效地与公司的技术实力共振。\n微妙的返场时机\n实际上,尽管百度曾高调出售百度游戏,但从未真正离开过这个市场。\n当初,百度游戏被剥离后更名为多酷游戏,仍然作为百度在游戏业务上唯一的平台级入口,与百度保持紧密的合作关系。同一年,百度APP接入智能小游戏入口;2019年,百度则投资了游戏公司蝴蝶互动;直到今年,百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标,并于前不久召开品牌发布会,正式在这一赛道上“重启”。百度似乎一直在等待机会,但选择此时返场,这个时机还是有些微妙。\n从表面上看,当下,游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动,阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。\n在国内,阿里在游戏领域持续深耕之后,孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼,双双登上App Store手游收入排行榜TOP10。其中,仅在2020上半年,《三国志·战略版》的总流水便达到37亿。以此为起点,阿里逐渐在游戏领域站稳脚跟;字节跳动近来在游戏市场的步子也越来越大。今年3月,公司以260亿元的高价收购游戏公司沐瞳科技,将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中;此外,B站也通过资本布局,在二次元游戏赛道上持续巩固实力。\n\n在国外,伴随着IGG、莉莉丝等游戏厂商从海外市场涌现出来,这一市场也成为更多国内头部势力的布局范围,原本的蓝海优势正在激烈的竞争中逐渐消退,新入场者抢占市场份额的难度也在加大。\n然而,在这样的发展环境下,一些新势力还是“冒出头来”。尤其是《原神》的出现,在上线30天内收入便达到2.45亿美元,一度超越《王者荣耀》《和平精英》同期收入,位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。\n\n这一现象的出现,刺激了头部势力的敏感神经,也加速了巨头“围猎”的脚步。以动作最大的腾讯为例,据镜像娱乐统计,2021年上半年,腾讯参与投资的游戏公司多达49家,平均每4天便投资一家公司。\n\n然而,透过这一现象,其实也反映出,一方面,当下的游戏市场还远未饱和,市场能够容下更多爆款游戏产品;另一方面,激烈的竞争环境,也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下,新入局者并非没有机会,或许这才是百度选择此时返场的关键所在。\n但是,机会都是留给有准备的人,百度显然落后太多。发布会现场,百度游戏副总经理王慧也坦言:“重启后的百度团队优势仍不明显,团队一直在思考如何利用百度的资源,走出百度游戏自己的路。”但在变幻莫测的游戏市场之上,留给百度思考的时间已然不多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806941026,"gmtCreate":1627627917065,"gmtModify":1703493663652,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"/hi","listText":"/hi","text":"/hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806941026","repostId":"2155367601","repostType":4,"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062230996,"gmtCreate":1652061496015,"gmtModify":1676535022329,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/b961079c96146ab6009ce9c644ebb0b1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062230996","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018979049,"gmtCreate":1648963580893,"gmtModify":1676534429563,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/484a838fa03ddf1a00bfc24a136052a8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018979049","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802719516,"gmtCreate":1627805840235,"gmtModify":1703496140409,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Good luck","listText":"Good luck","text":"Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802719516","repostId":"2155816318","repostType":4,"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802464551,"gmtCreate":1627797327173,"gmtModify":1703496040792,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802464551","repostId":"1118959005","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802355150,"gmtCreate":1627722875970,"gmtModify":1703495230223,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Hi ☺️","listText":"Hi ☺️","text":"Hi ☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802355150","repostId":"1154964430","repostType":4,"repost":{"id":"1154964430","pubTimestamp":1627698043,"share":"https://www.laohu8.com/m/news/1154964430?lang=&edition=full","pubTime":"2021-07-31 10:20","market":"us","language":"zh","title":"价值重塑:中概股的估值体系可能会发生变化","url":"https://stock-news.laohu8.com/highlight/detail?id=1154964430","media":" 付鹏的财经世界","summary":"和外部一些投资机构电话交流后的记录:\nDIDI的事件确实是比较的突然,这个准备是不足的,但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大,当然海外的一些资金也比较认同","content":"<p>和外部一些投资机构电话交流后的记录:</p>\n<p>DIDI的事件确实是比较的突然,这个准备是不足的,但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大,当然海外的一些资金也比较认同的就是,中国在DIDI上市后很短的时间里立刻就宣布重大政策,也某种角度上减少了对于二级市场参与机构和资金的潜在风险,如果DIDI上市一年后再忽然来这么一出,那可能影响就真的比较大了;</p>\n<p>对于教育类中概股的冲击,谈不上是完全没有预期,如果说完全没有预期,要么是中国政策的推出是完全没有征兆的突发的,要么就是投资机构自己内部的Risk管理不到位,中国对于教育类企业的政策在过去的一年里已经是不断地加码的,最近风口浪尖上的新政策,都不是突发性的,基本都是循循渐进有迹可循的;</p>\n<p>对于市场中参与的资金来讲,他的一个大问题是要么完全前期就忽略了这个风险,但我觉得这个对于比较大的资金来说,这种风控失误完全忽略风险的可能性很小,事实上你从这些中概股二级市场表现也能看出来,资金在过去的半年都是在不断的减持的,也就是说,肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓;</p>\n<p>这一点在Q1季度一些资金机构透漏出了的点滴信息来看,也是吻合的,基本上都已经在对于政策作出相应的风控调仓;</p>\n<p>现在的情况其实谈不上媒体所说的国内政策突袭,资本开始不信任等这些因素,现在的调仓的底层逻辑和之前的底层逻辑是不太一样的;</p>\n<p>之前呢,资金认为中国一系列针对互联网垄断,房地产,教育,医疗,甚至是可能的医美,娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压,从资金角度来看这些从严的政策本质上可能会影响到企业的营收,增长性等,但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层,基于这个逻辑,那么早期随着中国政策一点点出台,对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估,但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话,那么你的二级市场定价模式还能延用之前的吗?真的只是做一个简单的修正么?”</p>\n<p>此次教育双减的细节内容让资金们无法淡定的核心,就是这个问题,随着最近的政策不断的深化和完善以后,越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些,深思的是中国是不是玩真的了?如果是玩真的,那核心的问题是,这种假设条件下延申的重要考量就是:整个商业模式的本质是否需要重新审视了?</p>\n<p>如果这个答案是yes的话,那么中概股的调整更重要的是在于,这不是一个简单减仓,他可能要对这一类的资产的定价方式要做一个重要的转变(从一级市场到二级市场),商业模式如果发生巨大的变化了,那整个估值和市值的定价方式就完全是不同的,如果只是一个政策的冲击,你冲击的可能是对盈利的判断,但这个还都在正常的逻辑下,但是如果你的整个商业模式都发生重大的变化了,那你可能甚至是说,整个商业模式在中国的政策目标里未来都转向一个公共服务类,甚至带有一定这个这个公益性质的行业的话,那这可不是一个简单的光盈利预期下修的问题;</p>\n<p>所以,这几天的剧烈下跌,无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应,这和前面的下跌,本质上的原因是有着完全不同的考量,虽然都是风控减仓,但内核是完全不同的;</p>\n<p>对中国目前来讲,穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value remodeling,那这样的话,很多的支撑之前估值、市值的商业模式是要发生根本变化的,所以对于资金来说,现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价;</p>","source":"fpdcjsj","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>价值重塑:中概股的估值体系可能会发生变化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n价值重塑:中概股的估值体系可能会发生变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 10:20 北京时间 <a href=https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ><strong> 付鹏的财经世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>和外部一些投资机构电话交流后的记录:\nDIDI的事件确实是比较的突然,这个准备是不足的,但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大,当然海外的一些资金也比较认同的就是,中国在DIDI上市后很短的时间里立刻就宣布重大政策,也某种角度上减少了对于二级市场参与机构和资金的潜在风险,如果DIDI上市一年后再忽然来这么一出,那可能影响就真的比较大了;\n对于教育类中概股...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"EDU":"新东方","DIDI":"滴滴(已退市)"},"source_url":"https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154964430","content_text":"和外部一些投资机构电话交流后的记录:\nDIDI的事件确实是比较的突然,这个准备是不足的,但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大,当然海外的一些资金也比较认同的就是,中国在DIDI上市后很短的时间里立刻就宣布重大政策,也某种角度上减少了对于二级市场参与机构和资金的潜在风险,如果DIDI上市一年后再忽然来这么一出,那可能影响就真的比较大了;\n对于教育类中概股的冲击,谈不上是完全没有预期,如果说完全没有预期,要么是中国政策的推出是完全没有征兆的突发的,要么就是投资机构自己内部的Risk管理不到位,中国对于教育类企业的政策在过去的一年里已经是不断地加码的,最近风口浪尖上的新政策,都不是突发性的,基本都是循循渐进有迹可循的;\n对于市场中参与的资金来讲,他的一个大问题是要么完全前期就忽略了这个风险,但我觉得这个对于比较大的资金来说,这种风控失误完全忽略风险的可能性很小,事实上你从这些中概股二级市场表现也能看出来,资金在过去的半年都是在不断的减持的,也就是说,肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓;\n这一点在Q1季度一些资金机构透漏出了的点滴信息来看,也是吻合的,基本上都已经在对于政策作出相应的风控调仓;\n现在的情况其实谈不上媒体所说的国内政策突袭,资本开始不信任等这些因素,现在的调仓的底层逻辑和之前的底层逻辑是不太一样的;\n之前呢,资金认为中国一系列针对互联网垄断,房地产,教育,医疗,甚至是可能的医美,娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压,从资金角度来看这些从严的政策本质上可能会影响到企业的营收,增长性等,但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层,基于这个逻辑,那么早期随着中国政策一点点出台,对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估,但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话,那么你的二级市场定价模式还能延用之前的吗?真的只是做一个简单的修正么?”\n此次教育双减的细节内容让资金们无法淡定的核心,就是这个问题,随着最近的政策不断的深化和完善以后,越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些,深思的是中国是不是玩真的了?如果是玩真的,那核心的问题是,这种假设条件下延申的重要考量就是:整个商业模式的本质是否需要重新审视了?\n如果这个答案是yes的话,那么中概股的调整更重要的是在于,这不是一个简单减仓,他可能要对这一类的资产的定价方式要做一个重要的转变(从一级市场到二级市场),商业模式如果发生巨大的变化了,那整个估值和市值的定价方式就完全是不同的,如果只是一个政策的冲击,你冲击的可能是对盈利的判断,但这个还都在正常的逻辑下,但是如果你的整个商业模式都发生重大的变化了,那你可能甚至是说,整个商业模式在中国的政策目标里未来都转向一个公共服务类,甚至带有一定这个这个公益性质的行业的话,那这可不是一个简单的光盈利预期下修的问题;\n所以,这几天的剧烈下跌,无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应,这和前面的下跌,本质上的原因是有着完全不同的考量,虽然都是风控减仓,但内核是完全不同的;\n对中国目前来讲,穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value remodeling,那这样的话,很多的支撑之前估值、市值的商业模式是要发生根本变化的,所以对于资金来说,现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价;","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806941594,"gmtCreate":1627627951318,"gmtModify":1703493663491,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806941594","repostId":"1120441766","repostType":4,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067127785,"gmtCreate":1652428113647,"gmtModify":1676535099081,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/b36f7846fbe2cf42ce79b39e890da809","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067127785","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9066863641,"gmtCreate":1651885962283,"gmtModify":1676534990483,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>good luck ","text":"$苹果(AAPL)$good luck","images":[{"img":"https://community-static.tradeup.com/news/1c31925877c7d24b91994a84da553576","width":"1080","height":"2240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066863641","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9063627298,"gmtCreate":1651463116548,"gmtModify":1676534911096,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/f85d5e39bd3446236f5cac5142308721","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063627298","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081462323,"gmtCreate":1650267420850,"gmtModify":1676534682668,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/7987afb50fd7124c0db2de056dcd475a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081462323","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9083766456,"gmtCreate":1650161837876,"gmtModify":1676534659750,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck ","text":"$老虎证券(TIGR)$good luck","images":[{"img":"https://community-static.tradeup.com/news/7987afb50fd7124c0db2de056dcd475a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083766456","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005224163,"gmtCreate":1642319724956,"gmtModify":1676533701092,"author":{"id":"4088639267266550","authorId":"4088639267266550","name":"mingming88","avatar":"https://static.tigerbbs.com/1ec74de8efaef0c387a7c858c35fab49","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Good luck","listText":"Good luck","text":"Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005224163","repostId":"1119435888","repostType":4,"repost":{"id":"1119435888","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641877579,"share":"https://www.laohu8.com/m/news/1119435888?lang=&edition=full","pubTime":"2022-01-11 13:06","market":"uk","language":"zh","title":"提醒:1月17日马丁·路德·金纪念日,美股休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1119435888","media":"老虎资讯综合","summary":"2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,192","content":"<html><head></head><body><p>2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>提醒:1月17日马丁·路德·金纪念日,美股休市一天</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒:1月17日马丁·路德·金纪念日,美股休市一天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-11 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。</p><p>港股、A股、英股、澳大利亚和新加坡股市均照常交易。</p><p><b>【背景简介】</b></p><p>马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。</p><p>美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。</p><p><img src=\"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4\" tg-width=\"732\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a20806b6a04306399445ed6d5d60d1e4","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119435888","content_text":"2022年1月17日(下周一),因马丁·路德·金纪念日,美股休市一天。港股、A股、英股、澳大利亚和新加坡股市均照常交易。【背景简介】马丁·路德·金(Martin Luther King, Jr,1929年1月15日—1968年4月4日),非裔美国人,美国牧师、社会活动家、黑人民权运动领袖。每年1月的第三个星期一,是美国联邦法定假日——马丁·路德·金纪念日。这是美国三个纪念个人的法定假日之一,另外两个是“哥伦布日”,和纪念前总统亚伯拉罕·林肯和乔治·华盛顿的“总统节”。美国学校、政府和联邦机构在这一天都不开放。星期一会有追思仪式及纪念仪式。而在此之前的星期日,所有地区的牧师都会进行特殊布道,提醒每个人缅怀马丁·路德·金追求和平的一生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}