（来源：绝望的老爹） 网红的尽头是直播带货？ 也就是两年前，小杨哥疯狂的上热搜，抖音粉丝过亿，花一亿买破产科技公司的楼，员工过万，被王海 打假。 然而，现在你很难从网上看到小杨哥的动态，只能偶尔从他人朋友圈看到了小杨嫂的身影。 具备"营业条件"的小杨哥迟迟没有正式开启直播带货业务，可能代表网红直播带货时代已经过去了。 内容电商符合大家最原始的购物习惯：逛街——冲动消费。 但不同于线下逛街，你逛到哪，平台算法说了算，而平台算法一直在进化。 我认识的做直播的人非常多，大部分都很煎熬，赚钱的凤毛麟角，我们也尝试过，也一直没能成为那凤 毛麟角的一毛一角。 直播电商行业幸存者效应非常明显，大家看到的都是平台给的信息偏差，这种信息偏差激励着一波又一 波的人前赴后继想要通过直播逆天改命，实现暴富梦想。 一个生意模式，只有参与方赚钱有章可循，ROI不再是玄学，慢慢形成一些优质的公司，才算真正的成 立。 当前的行业现状和痛点是： 1、品牌方内容能力建立难度大，购买流量成本奇高：商家普遍缺乏做内容的能力，而且对一个品牌而 言，也没有那么丰富的品牌信息要传递（品牌内涵本来应该聚焦），让品牌方高频生产含品牌主张的内 容，真的是难为他 ...

Apple (AAPL) is riding on its Services segment, which benefits from strong demand for Apple TV+ content. The streaming service continues to expand its slate of high-quality original content, including award-winning series like Severance, The Studio, and Slow Horses. Apple’s ongoing productions have earned widespread recognition, with Emmy nominations across 14 titles this year.Flagship titles like Severance scored 27 nominations at this year’s Emmy Awards and drove a 126% surge in sign-ups during the second ...

核心观点 - Netflix在Q2实现了强劲的收入和盈利增长，但股价仍下跌[1] - 公司上调了全年业绩指引，但高估值可能限制了短期投资吸引力[8][12] - 国际市场和广告业务是未来主要增长动力[5][6][11] 财务表现 - Q2总收入增长16%至1108亿美元，略高于分析师预期的1107亿美元[6] - 每股收益(EPS)飙升47%至719美元，超过分析师预期的708美元[6] - 亚太地区收入增长24%至13亿美元，EMEA增长18%至35亿美元，拉丁美洲增长9%至13亿美元(按本地货币计算增长23%)[5] - 美国和加拿大收入增长15%至49亿美元[5] 增长战略 - 通过多样化高质量内容吸引全球观众，热门节目通常仅占总观看量的1%[3] - 采用"本地化内容"策略，非英语内容已占观看时长超三分之一[4] - 广告业务预计今年收入将翻倍，并已向所有广告市场推出新广告技术平台[6] - 扩大直播节目内容，包括拳击比赛和两场NFL圣诞比赛，以及每周WWE节目[7] 业绩展望 - 预计Q3收入增长17%，运营利润率31%[7] - 下半年运营利润率将低于上半年，因内容摊销和营销成本增加[7] - 上调全年收入指引至448-452亿美元(原435-445亿美元)[8] - 上调全年运营利润率预期从29%至30%，其中约一半增长来自汇率因素[8] 市场反应 - 尽管业绩强劲且上调指引，财报后股价仍下跌约16%[10] - 年初至今股价仍上涨38%(截至7月21日收盘)[1] - 当前股价对应2025年预期市盈率为47倍，估值较高[12]

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-Earnings Webinar Scheduled for 6:00 a.m. ET on August 12, 2025-GUANGZHOU, China, July 22, 2025 /PRNewswire/ -- HUYA Inc. ("Huya" or the "Company") (NYSE: HUYA), a leading game live streaming platform in China, today announced that it will report its second quarter 2025 unaudited financial results on Tuesday, August 12, 2025, before the open of U.S. markets.The Company's management will host a Tencent Meeting Webinar at 6:00 a.m. U.S. Eastern Time on August 12, 2025 (6:00 p.m. Beijing/Hong Kong time on Augu ...

More households are opting to only have an OTT subscription, scrapping pay TV40% of sports viewers exclusively watch sports via streaming servicesPure play streaming services account for nearly a quarter of the NFL’s broadcast revenue WILMINGTON, Del., July 22, 2025 (GLOBE NEWSWIRE) -- The sports media landscape is shifting, with viewers increasingly turning to streaming via digital platforms, and parting ways with traditional broadcast and cable. But streaming services must deal with technical issues such ...

TV remote control is seen with Peacock logo displayed on a screen in this illustration photo taken ... More in Krakow, Poland on February 6, 2022. (Photo by Jakub Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesNBC Universal’s Peacock streaming service is boosting the prices of its monthly and yearly streaming packages this week.Peacock launched on April 15, 2020, and primarily contains content from the NBC Universal library, which includes NBC-TV programming and Universal Pictures releases (Wic ...

Investors might want to bet on Triple Flag Precious Metals (TFPM) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Indiv ...

公司业绩表现 - 第二季度净利润达31亿美元创历史新高[1] - 营收110.8亿美元同比增长16%超华尔街预期的110.4亿美元[2] - 每股收益7.19美元高于市场预期的7.06美元[2] 内容与用户增长 - 《鱿鱼游戏》第三季上线即获1.22亿次观看位列平台历史第六[3] - 广告支持套餐占比持续提升2025年新用户中约50%选择该套餐2024年为40%2023年仅20%[4] - 用户观看时长持平或下降可能影响定价能力[5] 股价与市场反应 - 年初至今股价累计上涨36%但过去5个交易日下跌4%近1个月跌幅近2%[7] - 密码共享限制措施已充分变现后续增长动力存疑[6] 杠杆ETF产品 - 看涨ETF(NFXL)年内上涨60%但已跌破20日与50日均线[11] - 看跌ETF(NFXS)年内下跌30%但近期放量突破关键均线[13] - 杠杆ETF提供单日多空杠杆可替代复杂衍生品交易[8][9]

流媒体行业 - Netflix是全球最大的公开上市流媒体公司 市值超过5000亿美元 [2] - 该公司近期股价持续上涨 但部分分析师认为其估值过高 [2] 投资研究服务 - 提供可操作的退休投资方案 包括高收益且安全的退休组合 [1] - 采用基于事实的研究策略 包括深入分析10K报表 分析师评论和市场报告 [2] - 服务覆盖全市场 旨在帮助投资者最大化资本回报和收入 [1]