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European and American stock markets plummeted, Goldman Sachs successfully "escaped from the top" again?

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&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":1072,"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":[],"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,"isVote":1,"tweetType":1,"viewCount":833,"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":[],"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":1108,"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":[],"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":"us","language":"zh","title":"European and American stock markets plummeted, Goldman Sachs successfully \"escaped from the top\" 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>COVID-19 pandemic threatened a resurgence, making investors more worried about the global economic recovery, and U.S. stocks plunged across the board overnight.</p><p>On Monday, July 19, the three major stock indexes collectively closed down for the second consecutive day. The Dow closed down more than 700 points, the largest closing drop since October 28 last year; Both the S&P 500 and the Nasdaq fell more than 1%, the 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 fell below its gains since November last year<a href=\"https://laohu8.com/S/42T.SI\">Trendline</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 EMA (Image: 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 uptrend line since November last year (Image: 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 index down 3.5% from its all-time high, panic in the market has also erupted. CNN's Fear & Greed Index is currently at extreme panic levels. The last time panic levels were so 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, amid the sharp decline in the market,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Previously, the successful escape from the top was quite eye-catching. This is reminiscent of the global financial crisis of 2007 and 2008, when Goldman Sachs successfully sold off in a \"supportive\" market environment.</b></p><p>An article in Wall Street Journal last week mentioned that the net income of Goldman Sachs' asset management business reached a record $5.1 billion in the second quarter of this year, more than twice that of the same period last year, mainly due to the income brought by the selling of stocks.</p><p><b>The financial report shows that Goldman Sachs Asset Management sold a net US $4 billion this year. After including the purchase of US $1.5 billion in stocks, it reduced its holdings by US $5.5 billion in half a year, equivalent to more than a quarter of the total size of the stock portfolio at the end of last year.</b></p><p>In fact, regarding the future trend of U.S. stocks, 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 index was not far from its high point. He expects the S&P 500 to be around 4,300 by the end of this year, with rising interest rates, rising inflation, and tax reform all limiting the recent upward trend of the index. In addition, with the P/E of the S&P 500 index well above 20, the stock market is more likely to experience multiple contractions rather than expansion in the next six months.</p><p>This is not the first time David Kostin has mentioned the resistance to the future upside of U.S. stocks.</p><p>Accepted at the end of June<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>In an exclusive financial interview, David Kostin said that the two major obstacles to the rise of U.S. stocks in the future are higher interest rates, and the other is tax reform. He said that if interest rates remain relatively unchanged through the end of the year, the S&P 500 could rise to 4,700, other things being equal. When it comes to taxes, he believes that if the corporate tax hike is passed, stocks could face selling pressure as investors welcome 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>European and American stock markets plummeted, Goldman Sachs successfully \"escaped from the top\" 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\">\nEuropean and American stock markets plummeted, Goldman Sachs successfully \"escaped from the top\" 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>COVID-19 pandemic threatened a resurgence, making investors more worried about the global economic recovery, and U.S. stocks plunged across the board overnight.</p><p>On Monday, July 19, the three major stock indexes collectively closed down for the second consecutive day. The Dow closed down more than 700 points, the largest closing drop since October 28 last year; Both the S&P 500 and the Nasdaq fell more than 1%, the 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 fell below its gains since November last year<a href=\"https://laohu8.com/S/42T.SI\">Trendline</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 EMA (Image: 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 uptrend line since November last year (Image: 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 index down 3.5% from its all-time high, panic in the market has also erupted. CNN's Fear & Greed Index is currently at extreme panic levels. The last time panic levels were so 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, amid the sharp decline in the market,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Previously, the successful escape from the top was quite eye-catching. This is reminiscent of the global financial crisis of 2007 and 2008, when Goldman Sachs successfully sold off in a \"supportive\" market environment.</b></p><p>An article in Wall Street Journal last week mentioned that the net income of Goldman Sachs' asset management business reached a record $5.1 billion in the second quarter of this year, more than twice that of the same period last year, mainly due to the income brought by the selling of stocks.</p><p><b>The financial report shows that Goldman Sachs Asset Management sold a net US $4 billion this year. After including the purchase of US $1.5 billion in stocks, it reduced its holdings by US $5.5 billion in half a year, equivalent to more than a quarter of the total size of the stock portfolio at the end of last year.</b></p><p>In fact, regarding the future trend of U.S. stocks, 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 index was not far from its high point. He expects the S&P 500 to be around 4,300 by the end of this year, with rising interest rates, rising inflation, and tax reform all limiting the recent upward trend of the index. In addition, with the P/E of the S&P 500 index well above 20, the stock market is more likely to experience multiple contractions rather than expansion in the next six months.</p><p>This is not the first time David Kostin has mentioned the resistance to the future upside of U.S. stocks.</p><p>Accepted at the end of June<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>In an exclusive financial interview, David Kostin said that the two major obstacles to the rise of U.S. stocks in the future are higher interest rates, and the other is tax reform. He said that if interest rates remain relatively unchanged through the end of the year, the S&P 500 could rise to 4,700, other things being equal. When it comes to taxes, he believes that if the corporate tax hike is passed, stocks could face selling pressure as investors welcome 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":1216,"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":[],"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,"isVote":1,"tweetType":1,"viewCount":989,"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,"idStr":"3583448153437074","authorIdStr":"3583448153437074"},"themes":[],"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":1447,"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,"authorIdStr":"3583448153437074","idStr":"3583448153437074"},"themes":[],"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":1447,"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":[],"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":"us","language":"zh","title":"European and American stock markets plummeted, Goldman Sachs successfully \"escaped from the top\" 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>COVID-19 pandemic threatened a resurgence, making investors more worried about the global economic recovery, and U.S. stocks plunged across the board overnight.</p><p>On Monday, July 19, the three major stock indexes collectively closed down for the second consecutive day. The Dow closed down more than 700 points, the largest closing drop since October 28 last year; Both the S&P 500 and the Nasdaq fell more than 1%, the 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 fell below its gains since November last year<a href=\"https://laohu8.com/S/42T.SI\">Trendline</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 EMA (Image: 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 uptrend line since November last year (Image: 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 index down 3.5% from its all-time high, panic in the market has also erupted. CNN's Fear & Greed Index is currently at extreme panic levels. The last time panic levels were so 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, amid the sharp decline in the market,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Previously, the successful escape from the top was quite eye-catching. This is reminiscent of the global financial crisis of 2007 and 2008, when Goldman Sachs successfully sold off in a \"supportive\" market environment.</b></p><p>An article in Wall Street Journal last week mentioned that the net income of Goldman Sachs' asset management business reached a record $5.1 billion in the second quarter of this year, more than twice that of the same period last year, mainly due to the income brought by the selling of stocks.</p><p><b>The financial report shows that Goldman Sachs Asset Management sold a net US $4 billion this year. After including the purchase of US $1.5 billion in stocks, it reduced its holdings by US $5.5 billion in half a year, equivalent to more than a quarter of the total size of the stock portfolio at the end of last year.</b></p><p>In fact, regarding the future trend of U.S. stocks, 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 index was not far from its high point. He expects the S&P 500 to be around 4,300 by the end of this year, with rising interest rates, rising inflation, and tax reform all limiting the recent upward trend of the index. In addition, with the P/E of the S&P 500 index well above 20, the stock market is more likely to experience multiple contractions rather than expansion in the next six months.</p><p>This is not the first time David Kostin has mentioned the resistance to the future upside of U.S. stocks.</p><p>Accepted at the end of June<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>In an exclusive financial interview, David Kostin said that the two major obstacles to the rise of U.S. stocks in the future are higher interest rates, and the other is tax reform. He said that if interest rates remain relatively unchanged through the end of the year, the S&P 500 could rise to 4,700, other things being equal. When it comes to taxes, he believes that if the corporate tax hike is passed, stocks could face selling pressure as investors welcome 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>European and American stock markets plummeted, Goldman Sachs successfully \"escaped from the top\" 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\">\nEuropean and American stock markets plummeted, Goldman Sachs successfully \"escaped from the top\" 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>COVID-19 pandemic threatened a resurgence, making investors more worried about the global economic recovery, and U.S. stocks plunged across the board overnight.</p><p>On Monday, July 19, the three major stock indexes collectively closed down for the second consecutive day. The Dow closed down more than 700 points, the largest closing drop since October 28 last year; Both the S&P 500 and the Nasdaq fell more than 1%, the 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 fell below its gains since November last year<a href=\"https://laohu8.com/S/42T.SI\">Trendline</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 EMA (Image: 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 uptrend line since November last year (Image: 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 index down 3.5% from its all-time high, panic in the market has also erupted. CNN's Fear & Greed Index is currently at extreme panic levels. The last time panic levels were so 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, amid the sharp decline in the market,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Previously, the successful escape from the top was quite eye-catching. This is reminiscent of the global financial crisis of 2007 and 2008, when Goldman Sachs successfully sold off in a \"supportive\" market environment.</b></p><p>An article in Wall Street Journal last week mentioned that the net income of Goldman Sachs' asset management business reached a record $5.1 billion in the second quarter of this year, more than twice that of the same period last year, mainly due to the income brought by the selling of stocks.</p><p><b>The financial report shows that Goldman Sachs Asset Management sold a net US $4 billion this year. After including the purchase of US $1.5 billion in stocks, it reduced its holdings by US $5.5 billion in half a year, equivalent to more than a quarter of the total size of the stock portfolio at the end of last year.</b></p><p>In fact, regarding the future trend of U.S. stocks, 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 index was not far from its high point. He expects the S&P 500 to be around 4,300 by the end of this year, with rising interest rates, rising inflation, and tax reform all limiting the recent upward trend of the index. In addition, with the P/E of the S&P 500 index well above 20, the stock market is more likely to experience multiple contractions rather than expansion in the next six months.</p><p>This is not the first time David Kostin has mentioned the resistance to the future upside of U.S. stocks.</p><p>Accepted at the end of June<a href=\"https://laohu8.com/S/YHOO\">Yahoo!</a>In an exclusive financial interview, David Kostin said that the two major obstacles to the rise of U.S. stocks in the future are higher interest rates, and the other is tax reform. He said that if interest rates remain relatively unchanged through the end of the year, the S&P 500 could rise to 4,700, other things being equal. When it comes to taxes, he believes that if the corporate tax hike is passed, stocks could face selling pressure as investors welcome 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":1216,"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,"authorIdStr":"3583448153437074","idStr":"3583448153437074"},"themes":[],"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":1072,"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":[],"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":"hk","language":"zh","title":"Streaming Business Growth Sluggish, Is Gaming Entry Netflix's Antidote?","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 this year, the news that Netflix is about to enter the game industry has never stopped. In a shareholder letter for the second quarter of 2021 released on July 20, Netflix officials finally admitted 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 the shareholder letter, Netflix regards games as a new content category on Netflix, and game services will also become an integral part of Netflix's membership subscription service. No additional fees will be charged \"temporarily\", and at this stage, mobile games will become Netflix's key direction.</p><p>However, in an interview this week, Netflix executives also confidently stated that Netflix can continue to improve its technical capabilities to ensure the quality of gaming experience for players on various devices. \"All devices that Netflix already supports, including PlayStation, Xbox, PC and TV, will be candidates for games.\"</p><p>\"We will keep increasing our investment in all of our existing content categories, but since we have been in the field of original programming for nearly a decade, we think it's time to understand how our members value gaming.\"</p><p>As a global video streaming giant, Netflix has already tested the game industry before, but can it really make games across borders?</p><p><b>Use all means to seize users' screen time</b></p><p>According to Netflix's second-quarter earnings report, as of June 30, Netflix's net income was $1.35 billion, or $2.97 per share, compared with $720.2 million, or $1.59 per share, in the same period last year, and revenue rose 19% to $7.34 billion. The growth was primarily driven by growth in membership and average revenue per member (ARM).</p><p>Netflix added 1.54 million subscribers in the just-concluded quarter, and the total number of platform users also reached 209.2 million, slightly higher than Netflix's previous expectation of 1 million.</p><p>But behind the growth, without the dividends of the epidemic, even Netflix can't hide the weakness of the platform's continued expansion.<img src=\"https://static.tigerbbs.com/46ebad527df54400a2adcfea452a0baf\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\">Hulu has a partnership with Disney +, ESPN</p><p>As early as 2019, in the pre-epidemic era, Netflix experienced the company's first \"crisis\" since 2011 under the attack of many streaming media platforms such as Hulu and HBO.</p><p>At that time, Netflix made a forecast to increase the number of subscribers by 5 million in the new quarter, but in the end it only increased by about 2.7 million, which was also the largest expected gap in Netflix's history. And in the shareholder letter at the time, Netflix stated that compared with the first quarter of 2019, the company lost about 130,000 subscribers in the United States in the second quarter.</p><p>This directly caused Netflix's stock to plummet at that time. In one day, the company's loss exceeded US $17 billion. After six consecutive days of losses, Netflix's stock price fell by 15%, and the loss amount reached US $24 billion.</p><p>The subsequent arrival of the epidemic, although Netflix also paid dividends, the impact was extremely limited. In the third quarter of 2020, Netflix only added 2.2 million new subscriptions worldwide, far lower than the 6.8 million in the same period last year, and not lower than the 2.5 million Netflix predicted at that time. Subsequently, Netflix's stock price also fell by $28.47 to $496.95, a decrease of 5.42%.<img src=\"https://static.tigerbbs.com/0cae73be5fd44a71b814ec1694e8f4cd\" tg-width=\"681\" tg-height=\"226\" referrerpolicy=\"no-referrer\">Rapidly slowing or even falling back user growth in the U.S. and Canada</p><p>Coming to the second quarter of 2021, although Netflix added 1.54 million new subscribers, as in the previous two years, the Asia-Pacific region has become the center of Netflix's user growth, and in the United States and Canada (Netflix's largest single market), Netflix has once again There is a decline in membership numbers.</p><p>This time Netflix lost 430,000 subscribers, more than twice the number of new subscribers added by the company in Europe, the Middle East and Africa during the same period. Netflix's performance might have been very different if it hadn't been for the fire added in the middle of the epidemic.</p><p>Of course, in addition to its own development becoming saturated, the boom of the game industry has also become the reason why Netflix wants a piece of the pie. For Netflix, in addition to diversifying its own business, games also have certain advantages when competing for players' screen time.<img src=\"https://static.tigerbbs.com/c957e1510d9d49c880d61a0ec25d668b\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\">Time spent on TV screens by more than 2 users in the United States, June 2021</p><p>For any Internet company with content as its core, users' screen time is the key to business success. In the shareholder letter, Netflix said,<a href=\"https://laohu8.com/S/NLSN\">Nelson</a>According to the data, streaming media accounts for only 27% of TV screen broadcast time in the United States, while cable TV and radio account for 63%. Based on the same research, Nielsen estimates that Netflix accounts for only 7% of TV screen time in the United States. Considering Netflix's other countries are less mature, this figure will only be lower.</p><p>On more competitive mobile phones and other platforms, in addition to games, Youtube, TikTok, etc. have only a lot more impact on Netflix.</p><p>In 2019, Netflix publicly stated that its biggest rival is not other streaming media platforms, but \"Fortnite\". After Metaverse products like \"Fortnite\" and \"Roblox\" have blurred the boundaries between games and other media and entertainment methods such as movies and concerts, they have increasingly occupied players' screen time and become players The center of online social entertainment life is unfavorable for a single platform like Netflix.</p><p>Under the need of business growth and the attack of external competition, the booming game industry has naturally become the ideal antidote for Netflix.</p><p><b>Gaming Water Is Too Deep, Netflix You Can't Hold</b></p><p>According to a report by the Consumer Technology Association, more than half of American households currently own their own video game console, and 30% of households plan to buy a game console in the next 12 months.</p><p>As one of the largest game markets in the world, it is no wonder that many American companies have taken the lead with such a strong game culture and decided to enter the game industry across borders. But it is not difficult to find that after a circle in the game industry, 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 movies, TV series, e-books and audio, and as a company with leading technologies such as AWS cloud services, Amazon can be said to be struggling in making games.</p><p>This e-commerce giant, which has invested nearly $500 million in game development every year for eight consecutive years, has so far failed to make a good game product. But Amazon's MMO \"<a href=\"https://laohu8.com/S/600628\">New World</a>(New World) \"has performed well in the recent Beta test, attracting more than 600,000 viewers on Twitch, and the maximum number of online users has exceeded 190,000. It has the potential to become Amazon's eight-year sharpening.</p><p>But after investing nearly $4 billion, only one game was successful, and it was a loss no matter what.<img src=\"https://static.tigerbbs.com/657c3d21b5774f0f921d1c800b89505b\" tg-width=\"420\" tg-height=\"422\" referrerpolicy=\"no-referrer\">There are also a long list of companies that also failed. In 2016, those with deep pockets and many IPs<a href=\"https://laohu8.com/S/DIS\">Disney</a>It closed its own game division \"Disney Interactive\", and Fox's game division FoxNext was quickly sold by Disney after 21st Century Fox was acquired by Disney. The same experience is also the game department established by George Lucas in 1982 under Lucasfilm, but this time Disney left a small number of people to license the IP of \"Star Wars\".</p><p>In September 2019, NBCUniversal announced that it had closed its three-year-old gaming division.</p><p>The only successful Warner Bros. Game now recently sold its mobile game studio Playdemic to EA for $1.4 billion. At present, all studios under Warner Bros. Games will focus on developing game IP based on Warner owned.</p><p>Some media said, \"Nowadays, no single Hollywood film and television entertainment company has its own large game department, even those with super-large media companies such as publishing houses, record companies, theme parks and magazines\".</p><p>Whether it's a person who disbanded his first-party game development department a while ago<a href=\"https://laohu8.com/S/GOOG\">Google</a>, or Amazon, which is sinking into the sea, or a series of Disney and NBC. Any of these companies can be regarded as having money and resources, and their failure directly reflects the difficulty of entering the game industry.</p><p>So what capital does Netflix have to get rid of the curse of failure?</p><p><b>Don't drag the streaming business into the water</b></p><p>From the fact that Netflix regards games as a new content category on the Netflix platform and includes them in its own membership subscription service, it is not difficult to see that Netflix's goal is most likely to be a subscription-based game platform, relying on its own film and television IP to provide users with an integrated service of movies and games.</p><p>On this basis, we can summarize what advantages Netflix has and what challenges it will face.</p><p>The first thing to bear the brunt is the talent problem. In the people-oriented gaming industry, building a good team will undoubtedly make Netflix's gaming road twice the result with half the effort. However, at this point, Gamelook is not worried about Netflix. Netflix's emphasis on talents is well known, and the company's management philosophy is regarded as a treasure by major companies at home and abroad. It is simply Zhang Xiaolong in the talent management world.</p><p>The most direct example is that on December 4th last year,<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>A lawsuit was filed against Netflix in the Los Angeles High Court on the grounds of maliciously poaching senior employees, namely Spencer Neumann, the former CFO of Activision Blizzard and the current CFO of Netflix.<img src=\"https://static.tigerbbs.com/47e6dd56e48345af879d4f9778b6de7b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\">It is worth noting that shortly after Spencer Neumann joined Netflix, it contributed to the full-platform launch of Netflix's popular series Stranger Things adaptation game.</p><p>Secondly, there is content. Thanks to Hollywood's industrialized production mode and high degree of industry integration, Netflix can update the film and television content in the website at a very high speed through cooperation with global content production companies. Take animation, which has attracted a lot of attention in the game 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>Sitting on a large number of IP, and at the same time, it can drain mutual traffic between games and film and television products on the website, which undoubtedly makes Netflix's games stand on the shoulders of giants since birth.<img src=\"https://static.tigerbbs.com/4dce7c8cb64f4936a8429dd76738dbc9\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\">Black Mirror: Pandasneki earned Netflix two Emmys while gaining widespread attention</p><p>At the same time, in the development of game content, Netflix may also be able to copy its own experience in the production of film and television content. While controlling the lower limit of game quality, it will hand over the development work to studios around the world.</p><p>But Netflix's shortcomings are also obvious. The most direct one is that it has no experience related to games.</p><p>In terms of content production, talent management, and deep pockets, companies like Disney, NBC, Amazon and other companies are not necessarily worse than Netflix, but the game industry has never been an industry that can succeed only by relying on hard conditions. Game products are technology and The crystallization of creativity, no company can guarantee the success of its products.</p><p>In addition to the source code, the core secrets of a game company are the summary and accumulation of game modes, character values, gameplay and other contents. For Netflix, these accumulations may come from the experience of talents in the team, but for self-developed games, learning and running-in are indispensable.<img src=\"https://static.tigerbbs.com/ebb924c5aaf64eca9bbc6708b6b392b2\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\">At the same time, Netflix's so-called subscription-based gaming platform, whether on PC, console or mobile devices, is nothing new.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>XGP,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Apple Arcade and Google's Google Play Pass have been around for a long time, and their influence is gradually expanding.</p><p>Although judging from Netflix's current statement, for users who have already subscribed to Netflix, Netflix's game service does not require players to pay any cost, but this also means that Netflix will fall into a new round of money-burning war. For Netflix, which is currently unable to meet its expenses, this undoubtedly increases its financial risks.</p><p>It is even possible to drag your own streaming business into the water.<img src=\"https://static.tigerbbs.com/3931f16b18424096b7ea8b6ce67f3d00\" tg-width=\"640\" tg-height=\"489\" referrerpolicy=\"no-referrer\">Large amounts of long-term</p><p><b>Change is painful and necessary</b></p><p>Yan Shou, president of Chaoxiguangnian, once expressed his views on the transformation of Internet companies into games. He said:</p><p>\"I have seen that some technology companies at home and abroad have encountered great difficulties in making games, and they are far from doing their original business smoothly. I think one of the reasons may be that they have not changed their thinking. For example, they hope to do a good job in the game business completely through top-level design, instead of paying enough attention to the running-in and cultivation of the team.\"</p><p>As a streaming media giant, Netflix can still gain new growth opportunities through expansion in the international market even if it sticks to its own field. But enriching the company's business composition and giving users more reasons to choose themselves are problems that Netflix will inevitably face.</p><p>Money, content, a mature subscription model, and global content production experience are all powerful capital for Netflix to make a breakthrough in the game industry, but for Netflix, it is more important to cultivate your own game genes.</p><p>The game industry has always had unlimited possibilities, but whether Netflix can seize this possibility 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>Streaming Business Growth Sluggish, Is Gaming Entry Netflix's Antidote?</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\">\nStreaming Business Growth Sluggish, Is Gaming Entry Netflix's Antidote?\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 this year, the news that Netflix is about to enter the game industry has never stopped. In a shareholder letter for the second quarter of 2021 released on July 20, Netflix officials finally admitted 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 the shareholder letter, Netflix regards games as a new content category on Netflix, and game services will also become an integral part of Netflix's membership subscription service. No additional fees will be charged \"temporarily\", and at this stage, mobile games will become Netflix's key direction.</p><p>However, in an interview this week, Netflix executives also confidently stated that Netflix can continue to improve its technical capabilities to ensure the quality of gaming experience for players on various devices. \"All devices that Netflix already supports, including PlayStation, Xbox, PC and TV, will be candidates for games.\"</p><p>\"We will keep increasing our investment in all of our existing content categories, but since we have been in the field of original programming for nearly a decade, we think it's time to understand how our members value gaming.\"</p><p>As a global video streaming giant, Netflix has already tested the game industry before, but can it really make games across borders?</p><p><b>Use all means to seize users' screen time</b></p><p>According to Netflix's second-quarter earnings report, as of June 30, Netflix's net income was $1.35 billion, or $2.97 per share, compared with $720.2 million, or $1.59 per share, in the same period last year, and revenue rose 19% to $7.34 billion. The growth was primarily driven by growth in membership and average revenue per member (ARM).</p><p>Netflix added 1.54 million subscribers in the just-concluded quarter, and the total number of platform users also reached 209.2 million, slightly higher than Netflix's previous expectation of 1 million.</p><p>But behind the growth, without the dividends of the epidemic, even Netflix can't hide the weakness of the platform's continued expansion.<img src=\"https://static.tigerbbs.com/46ebad527df54400a2adcfea452a0baf\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\">Hulu has a partnership with Disney +, ESPN</p><p>As early as 2019, in the pre-epidemic era, Netflix experienced the company's first \"crisis\" since 2011 under the attack of many streaming media platforms such as Hulu and HBO.</p><p>At that time, Netflix made a forecast to increase the number of subscribers by 5 million in the new quarter, but in the end it only increased by about 2.7 million, which was also the largest expected gap in Netflix's history. And in the shareholder letter at the time, Netflix stated that compared with the first quarter of 2019, the company lost about 130,000 subscribers in the United States in the second quarter.</p><p>This directly caused Netflix's stock to plummet at that time. In one day, the company's loss exceeded US $17 billion. After six consecutive days of losses, Netflix's stock price fell by 15%, and the loss amount reached US $24 billion.</p><p>The subsequent arrival of the epidemic, although Netflix also paid dividends, the impact was extremely limited. In the third quarter of 2020, Netflix only added 2.2 million new subscriptions worldwide, far lower than the 6.8 million in the same period last year, and not lower than the 2.5 million Netflix predicted at that time. Subsequently, Netflix's stock price also fell by $28.47 to $496.95, a decrease of 5.42%.<img src=\"https://static.tigerbbs.com/0cae73be5fd44a71b814ec1694e8f4cd\" tg-width=\"681\" tg-height=\"226\" referrerpolicy=\"no-referrer\">Rapidly slowing or even falling back user growth in the U.S. and Canada</p><p>Coming to the second quarter of 2021, although Netflix added 1.54 million new subscribers, as in the previous two years, the Asia-Pacific region has become the center of Netflix's user growth, and in the United States and Canada (Netflix's largest single market), Netflix has once again There is a decline in membership numbers.</p><p>This time Netflix lost 430,000 subscribers, more than twice the number of new subscribers added by the company in Europe, the Middle East and Africa during the same period. Netflix's performance might have been very different if it hadn't been for the fire added in the middle of the epidemic.</p><p>Of course, in addition to its own development becoming saturated, the boom of the game industry has also become the reason why Netflix wants a piece of the pie. For Netflix, in addition to diversifying its own business, games also have certain advantages when competing for players' screen time.<img src=\"https://static.tigerbbs.com/c957e1510d9d49c880d61a0ec25d668b\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\">Time spent on TV screens by more than 2 users in the United States, June 2021</p><p>For any Internet company with content as its core, users' screen time is the key to business success. In the shareholder letter, Netflix said,<a href=\"https://laohu8.com/S/NLSN\">Nelson</a>According to the data, streaming media accounts for only 27% of TV screen broadcast time in the United States, while cable TV and radio account for 63%. Based on the same research, Nielsen estimates that Netflix accounts for only 7% of TV screen time in the United States. Considering Netflix's other countries are less mature, this figure will only be lower.</p><p>On more competitive mobile phones and other platforms, in addition to games, Youtube, TikTok, etc. have only a lot more impact on Netflix.</p><p>In 2019, Netflix publicly stated that its biggest rival is not other streaming media platforms, but \"Fortnite\". After Metaverse products like \"Fortnite\" and \"Roblox\" have blurred the boundaries between games and other media and entertainment methods such as movies and concerts, they have increasingly occupied players' screen time and become players The center of online social entertainment life is unfavorable for a single platform like Netflix.</p><p>Under the need of business growth and the attack of external competition, the booming game industry has naturally become the ideal antidote for Netflix.</p><p><b>Gaming Water Is Too Deep, Netflix You Can't Hold</b></p><p>According to a report by the Consumer Technology Association, more than half of American households currently own their own video game console, and 30% of households plan to buy a game console in the next 12 months.</p><p>As one of the largest game markets in the world, it is no wonder that many American companies have taken the lead with such a strong game culture and decided to enter the game industry across borders. But it is not difficult to find that after a circle in the game industry, 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 movies, TV series, e-books and audio, and as a company with leading technologies such as AWS cloud services, Amazon can be said to be struggling in making games.</p><p>This e-commerce giant, which has invested nearly $500 million in game development every year for eight consecutive years, has so far failed to make a good game product. But Amazon's MMO \"<a href=\"https://laohu8.com/S/600628\">New World</a>(New World) \"has performed well in the recent Beta test, attracting more than 600,000 viewers on Twitch, and the maximum number of online users has exceeded 190,000. It has the potential to become Amazon's eight-year sharpening.</p><p>But after investing nearly $4 billion, only one game was successful, and it was a loss no matter what.<img src=\"https://static.tigerbbs.com/657c3d21b5774f0f921d1c800b89505b\" tg-width=\"420\" tg-height=\"422\" referrerpolicy=\"no-referrer\">There are also a long list of companies that also failed. In 2016, those with deep pockets and many IPs<a href=\"https://laohu8.com/S/DIS\">Disney</a>It closed its own game division \"Disney Interactive\", and Fox's game division FoxNext was quickly sold by Disney after 21st Century Fox was acquired by Disney. The same experience is also the game department established by George Lucas in 1982 under Lucasfilm, but this time Disney left a small number of people to license the IP of \"Star Wars\".</p><p>In September 2019, NBCUniversal announced that it had closed its three-year-old gaming division.</p><p>The only successful Warner Bros. Game now recently sold its mobile game studio Playdemic to EA for $1.4 billion. At present, all studios under Warner Bros. Games will focus on developing game IP based on Warner owned.</p><p>Some media said, \"Nowadays, no single Hollywood film and television entertainment company has its own large game department, even those with super-large media companies such as publishing houses, record companies, theme parks and magazines\".</p><p>Whether it's a person who disbanded his first-party game development department a while ago<a href=\"https://laohu8.com/S/GOOG\">Google</a>, or Amazon, which is sinking into the sea, or a series of Disney and NBC. Any of these companies can be regarded as having money and resources, and their failure directly reflects the difficulty of entering the game industry.</p><p>So what capital does Netflix have to get rid of the curse of failure?</p><p><b>Don't drag the streaming business into the water</b></p><p>From the fact that Netflix regards games as a new content category on the Netflix platform and includes them in its own membership subscription service, it is not difficult to see that Netflix's goal is most likely to be a subscription-based game platform, relying on its own film and television IP to provide users with an integrated service of movies and games.</p><p>On this basis, we can summarize what advantages Netflix has and what challenges it will face.</p><p>The first thing to bear the brunt is the talent problem. In the people-oriented gaming industry, building a good team will undoubtedly make Netflix's gaming road twice the result with half the effort. However, at this point, Gamelook is not worried about Netflix. Netflix's emphasis on talents is well known, and the company's management philosophy is regarded as a treasure by major companies at home and abroad. It is simply Zhang Xiaolong in the talent management world.</p><p>The most direct example is that on December 4th last year,<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>A lawsuit was filed against Netflix in the Los Angeles High Court on the grounds of maliciously poaching senior employees, namely Spencer Neumann, the former CFO of Activision Blizzard and the current CFO of Netflix.<img src=\"https://static.tigerbbs.com/47e6dd56e48345af879d4f9778b6de7b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\">It is worth noting that shortly after Spencer Neumann joined Netflix, it contributed to the full-platform launch of Netflix's popular series Stranger Things adaptation game.</p><p>Secondly, there is content. Thanks to Hollywood's industrialized production mode and high degree of industry integration, Netflix can update the film and television content in the website at a very high speed through cooperation with global content production companies. Take animation, which has attracted a lot of attention in the game 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>Sitting on a large number of IP, and at the same time, it can drain mutual traffic between games and film and television products on the website, which undoubtedly makes Netflix's games stand on the shoulders of giants since birth.<img src=\"https://static.tigerbbs.com/4dce7c8cb64f4936a8429dd76738dbc9\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\">Black Mirror: Pandasneki earned Netflix two Emmys while gaining widespread attention</p><p>At the same time, in the development of game content, Netflix may also be able to copy its own experience in the production of film and television content. While controlling the lower limit of game quality, it will hand over the development work to studios around the world.</p><p>But Netflix's shortcomings are also obvious. The most direct one is that it has no experience related to games.</p><p>In terms of content production, talent management, and deep pockets, companies like Disney, NBC, Amazon and other companies are not necessarily worse than Netflix, but the game industry has never been an industry that can succeed only by relying on hard conditions. Game products are technology and The crystallization of creativity, no company can guarantee the success of its products.</p><p>In addition to the source code, the core secrets of a game company are the summary and accumulation of game modes, character values, gameplay and other contents. For Netflix, these accumulations may come from the experience of talents in the team, but for self-developed games, learning and running-in are indispensable.<img src=\"https://static.tigerbbs.com/ebb924c5aaf64eca9bbc6708b6b392b2\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\">At the same time, Netflix's so-called subscription-based gaming platform, whether on PC, console or mobile devices, is nothing new.<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>XGP,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Apple Arcade and Google's Google Play Pass have been around for a long time, and their influence is gradually expanding.</p><p>Although judging from Netflix's current statement, for users who have already subscribed to Netflix, Netflix's game service does not require players to pay any cost, but this also means that Netflix will fall into a new round of money-burning war. For Netflix, which is currently unable to meet its expenses, this undoubtedly increases its financial risks.</p><p>It is even possible to drag your own streaming business into the water.<img src=\"https://static.tigerbbs.com/3931f16b18424096b7ea8b6ce67f3d00\" tg-width=\"640\" tg-height=\"489\" referrerpolicy=\"no-referrer\">Large amounts of long-term</p><p><b>Change is painful and necessary</b></p><p>Yan Shou, president of Chaoxiguangnian, once expressed his views on the transformation of Internet companies into games. He said:</p><p>\"I have seen that some technology companies at home and abroad have encountered great difficulties in making games, and they are far from doing their original business smoothly. I think one of the reasons may be that they have not changed their thinking. For example, they hope to do a good job in the game business completely through top-level design, instead of paying enough attention to the running-in and cultivation of the team.\"</p><p>As a streaming media giant, Netflix can still gain new growth opportunities through expansion in the international market even if it sticks to its own field. But enriching the company's business composition and giving users more reasons to choose themselves are problems that Netflix will inevitably face.</p><p>Money, content, a mature subscription model, and global content production experience are all powerful capital for Netflix to make a breakthrough in the game industry, but for Netflix, it is more important to cultivate your own game genes.</p><p>The game industry has always had unlimited possibilities, but whether Netflix can seize this possibility 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":833,"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":[],"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":1108,"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":[],"htmlText":"&nbsp; 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