张鹏：Meta元宇宙战略头重脚轻进退失据

1
1
Favorite

张鹏：Meta元宇宙战略头重脚轻进退失据

新浪财经2022-02-08

文/意见领袖专栏作家张鹏前有财报不及预期，后有海内外监管缠讼不清，Facebook母公司Meta最近里外都不顺，业务、财务和法务风险集中暴露，真是剪不断理还乱，结果就是Meta股价市值败退，扎克伯格财富也随之蒸发，已跌出全球富豪榜10大。去年10月底，扎克伯格宣布将Facebook母公司更名为Meta，并表示“从现在开始，我们元宇宙优先”，正式Meta开启元宇宙之路，一时间“元宇宙”成为全球热门...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

RuyiOng
·2022-02-08
Ok
Reply
1
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2209658543?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/5546e6a1e61039ce5b4b53b5027c513d","is_english":false,"pubTime":"2022-02-08 20:38","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2209658543","market":"us","top_or_hot":-1,"title":"张鹏：Meta元宇宙战略头重脚轻进退失据","media":"新浪财经","content":"<div>\n<p>文/意见领袖专栏作家 张鹏前有财报不及预期，后有海内外监管缠讼不清，Facebook母公司Meta最近里外都不顺，业务、财务和法务风险集中暴露，真是剪不断理还乱，结果就是Meta股价市值败退，扎克伯格财富也随之蒸发，已跌出全球富豪榜10大。去年10月底，扎克伯格宣布将Facebook母公司更名为Meta，并表示“从现在开始，我们元宇宙优先”，正式Meta开启元宇宙之路，一时间“元宇宙”成为全球热门...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202082046187c72db1f&s=b\">Source Link</a>\n\n</div>\n","source":"tencent","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>张鹏：Meta元宇宙战略头重脚轻进退失据</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张鹏：Meta元宇宙战略头重脚轻进退失据\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 20:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202082046187c72db1f&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/意见领袖专栏作家 张鹏前有财报不及预期，后有海内外监管缠讼不清，Facebook母公司Meta最近里外都不顺，业务、财务和法务风险集中暴露，真是剪不断理还乱，结果就是Meta股价市值败退，扎克伯格财富也随之蒸发，已跌出全球富豪榜10大。去年10月底，扎克伯格宣布将Facebook母公司更名为Meta，并表示“从现在开始，我们元宇宙优先”，正式Meta开启元宇宙之路，一时间“元宇宙”成为全球热门...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202082046187c72db1f&s=b\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4503","symbol_name":"景林资产持仓","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202082046187c72db1f&s=b","article_id":"2209658543","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5546e6a1e61039ce5b4b53b5027c513d"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202082046187c72db1f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2209658543","pubTimestamp":1644323880,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"去年10月底，扎克伯格宣布将Facebook母公司更名为Meta，并表示“从现在开始，我们元宇宙优先”，正式Meta开启元宇宙之路，一时间“元宇宙”成为全球热门。在社交媒体传统业务竞争白热化的今天，Meta的确需要新的战略和业务模式突出重围。相对影响更大的是，合规风控方面的法务风险因为因应不妥正在遭遇重大监管考验，监管博弈或使Meta元宇宙战略落地的前路更加坎坷。显然，这一法令并非针对Meta一家。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4503":"景林资产持仓","BK4508":"社交媒体","BK4551":"寇图资本持仓","BK4553":"喜马拉雅资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4525":"远程办公概念"},"translate_title":"Zhang Peng: Meta metaverse's strategy is top-heavy","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FB":1},"content_text":"文/意见领袖专栏作家 张鹏前有财报不及预期，后有海内外监管缠讼不清，Facebook母公司Meta最近里外都不顺，业务、财务和法务风险集中暴露，真是剪不断理还乱，结果就是Meta股价市值败退，扎克伯格财富也随之蒸发，已跌出全球富豪榜10大。去年10月底，扎克伯格宣布将Facebook母公司更名为Meta，并表示“从现在开始，我们元宇宙优先”，正式Meta开启元宇宙之路，一时间“元宇宙”成为全球热门。“元宇宙”相当于由增强现实（AR）、虚拟现实（VR）、三维技术（3D）、人工智能（AI）等技术构建起来的沉浸式虚拟世界，扎克伯格希望将脸书、Instagram、WhatsApp的社交体验，进一步从虚拟平面，扩展到虚拟现实。在社交媒体传统业务竞争白热化的今天，Meta的确需要新的战略和业务模式突出重围。然而，自从美元加息预期升温、科技股遭遇熊市环境下，推行元宇宙战略和业务的风险性更加凸显，由于财务成本居高不下，短期难见稳定盈利模式前景，盈利风险因为短期不及预期被急剧放大。相对影响更大的是，合规风控方面的法务风险因为因应不妥正在遭遇重大监管考验，监管博弈或使Meta元宇宙战略落地的前路更加坎坷。据悉，英国《网络安全法》法案近日补充了一些新内容，要求社交媒体公司对非法内容采取更快的行动。显然，这一法令并非针对Meta一家。英国数字、文化、媒体和体育部大臣娜丁·多里斯却针对其警告说，如果Meta Platform不遵守新的《网络安全法》，扎克伯格可能会被关进监狱。当被问及如果Meta平台没有遵循这一新法、扎克伯格是否会因此入狱的问题时，多里斯表示，她希望该法案是对在线平台的一个通知：“现在就让你知道这是什么，所以开始做你应该做的事吧。”此外，Meta还在一份提交给SEC的文件中称，如果不能在有法律保证的情况下将用户数据传送回美国，将可能把Facebook和Instagram等产品撤出欧洲。Meta指出，“如果没有新的协议让公司可以转移数据，那么它将可能无法在欧洲提供一些重要产品和服务，包括Facebook和Instagram。”Meta如果识时务没有必要这么硬杠监管，尤其不能监管和用户同时得罪，而是应该用更柔性的策略兼顾两端保护基本盘，避免陷入业务、财务和法务风险集中暴露的困境。这说明任何一家公众公司推行新战略应当基于业务和内控的坚实基础，如果基础不牢，战略愿景再好，就是鬼扯，投资者不买账。(本文作者介绍：供职于财富管理行业，清华MBA)","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9096131413,"gmtCreate":1644326171617,"gmtModify":1676533912793,"author":{"id":"3581843901915824","authorId":"3581843901915824","name":"RuyiOng","avatar":"https://static.tigerbbs.com/0f0f607e2db1a857ce6e533079ad3d78","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581843901915824","idStr":"3581843901915824"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096131413","repostId":2209658543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}