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2024-08-30

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href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","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":743,"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":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","text":"$老虎证券(TIGR)$good 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href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","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":956,"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":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"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","kind":"highlight","pubTimestamp":1627701182,"share":"https://ttm.financial/m/news/2155688721?lang=en_US&edition=fundamental","pubTime":"2021-07-31 11:13","market":"us","language":"zh","title":"Baidu can't let go of the game","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\">Baidu</a>Once again \"killed\" back to the game market.</p><p>On July 28th, Baidu game brand conference was officially held, and 23 new game products were released on the spot. These include 14 casual games such as Island Crossing, Call of Mini: Zombies Return and Garden, as well as Wu Geng Ji, Dream<a href=\"https://laohu8.com/S/000997\">New World</a>\"And other 9 heavy games. It can be seen that Baidu Games will focus on the two tracks of casual + heavy games in the future, trying to jump out of the distribution-based model, and instead focus on distribution and self-research, while exploring the international market.</p><p><img src=\"https://static.tigerbbs.com/03a57d99cd21d4a4e96e39ef0a7df836\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>From strategy to product, Baidu Games' move can be regarded as an important move to return to the game. As an Internet giant with a huge traffic pool, Baidu has always been favored by the industry for making games. However, until Baidu divested its game business in 2017, the platform did not find a development model that suited itself.</p><p>Nowadays, the game industry is changing,<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Taking away a big piece of the cake, leading forces such as Ali, ByteDance, and Bilibili have increased their weight. Competition in overseas markets has intensified, and new forces in the game industry have mushroomed... Baidu games, which chose to return at this time, has also made the current competitive environment become more complicated.</p><p><h3><b>The highlight of traffic monetization</b></h3>At the press conference, Xu Jian, general manager of Baidu Games, summarized the future development direction into two points: one is to provide services, that is, to provide distribution services for game manufacturers based on its own traffic ecology and product matrix; Another point is to make products, or cooperate with industry partners, or independently research and develop, and launch competitive game products.</p><p>From these two points of view, Baidu Games returned to the market this time, with a relatively steady pace, and its layout direction is based on its own advantages.</p><p>First, games have always been the highlight of traffic monetization, and Baidu is a traffic ecosystem with 1 billion users. On the Baidu APP alone, the monthly active users exceed 540 million. Moreover, according to official disclosures, the average daily number of users searching for game-related content on Baidu has reached 100 million times, of which 25.3% are looking for games, 45.5% are playing games, and 29.2% are looking for services.</p><p><img src=\"https://static.tigerbbs.com/d82ae2c46c176ed12cdee8a4ee00afbb\" tg-width=\"650\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In other words, Baidu is still an important entrance for netizens to contact games. The hundreds of millions of traffic generated in the ecosystem every day are related to games, which is also the key why Baidu cannot easily let go of the game business.</p><p>Second, around Baidu's own traffic ecology, on the one hand, the service capabilities of the search business enable the platform to have cooperative relationships with many domestic game manufacturers; On the other hand, before Baidu divested its game business, its game release also had some highlights. In 2011, Baidu built a \"community-based mini-game platform\" based on the Post Bar ecosystem, and got involved in game distribution. The cumulative number of users exceeded 70 million in three days.</p><p>From advertising to distribution, Baidu's connection ability in the game industry makes it easier to find partners, laying the foundation for subsequent intermodal transportation, distribution and other businesses. At this press conference,<a href=\"https://laohu8.com/S/09990\">Zulong Entertainment</a>, Youmi Mutual Entertainment, etc. are all partners of Baidu Games' joint development products. Xu Jian also revealed that Baidu Games is also preparing to build a new developer platform, which will give many strategic support and profit-making.</p><p>Third, although Baidu has distanced itself from Tencent and Ali, Baidu is still an Internet giant in the first echelon. If the platform tilts its capital to games, it may not have the strength to compete with other platforms with financial support. At present, Baidu Games has completed the establishment of two self-research teams and officially entered the development stage.</p><p>However, judging from the products released by Baidu Games, casual games still account for a larger proportion, while among the heavy games with higher user stickiness, most of them are \"code-named\" products, and the landing time is unclear. This means that Baidu still has a long way to go before it can truly become competitive, and this road is not easy.</p><p><h3><b>The game business that can't be \"lost\"</b></h3>It is not surprising that Baidu has regained its game business, especially in recent years, Baidu has been looking for new revenue growth points outside its search business.</p><p>Back in 2017, Baidu sold Baidu Games for nearly 1.2 billion yuan. This action was part of Baidu's implementation of the \"Aircraft Carrier Plan\". At that time, Baidu independently operated literature, video, games, music, maps, food delivery and other sections through business \"spin-off\". The industry generally believed that Baidu was trying to get rid of its dependence on the search business. During the same period, Baidu also made further efforts to labor<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>A new direction, trying to transform into a smart technology company. From the perspective of this development, today's Baidu may need games more.</p><p>First of all, from the perspective of its internal development, the idea of business \"spin-off\" has not helped Baidu establish advantages in many fields.</p><p>Among them, Baidu's best-developed video business hatched<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>, but iQiyi has accumulated losses of tens of billions so far, which not only does not make money, but also consumes huge operating costs. In addition, although Baidu's map market penetration rate is high, the monetization model of the map business is still unclear.</p><p><img src=\"https://static.tigerbbs.com/edc6630b89c5e58130682294de8830bf\" tg-width=\"650\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In other businesses, the field of literature is still dominated by China Literature; In the music market<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Occupying a larger share, NetEase Cloud Music came from behind; In the food delivery industry, Meituan and Ele.me are competing... In contrast, Baidu has not formed the strength to compete with it, and it is difficult to become a new pillar in the future in terms of performance contribution.</p><p>Secondly, in the external competitive environment, Baidu is facing increasing pressure.</p><p>In recent years, the industry has begun to discuss frequently whether ByteDance will replace Baidu as the third largest Internet giant? Behind this, although there is no direct conflict between the two sides, ByteDance is gradually encroaching on the market that once belonged to Baidu.</p><p>In the final analysis, what Baidu and ByteDance do is information distribution, and the latter seized the opportunity of the rise of the mobile Internet and seized the market with a unique algorithm. Later, it entered the short video game based on the same algorithm system and established its own advertising system and monetization model. In this process, Baidu was the one that suffered the most. In other words, the market covered by Baidu's search business has been threatened, and it is becoming more and more urgent to find new performance growth points.</p><p><img src=\"https://static.tigerbbs.com/0bd74003ddc66f316f5a4afa89fa7e74\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>ByteDance game \"Ragnarok RO: The Birth of a New Generation\" has a monthly turnover of 150 million</p><p>Furthermore, for Baidu's own development, the new positioning of artificial intelligence has not yet become a large-scale monetization opportunity.</p><p>Financial report data shows that as of the fourth quarter of 2020, Baidu's revenue from search services and transaction services accounted for nearly 80% of total revenue, while the company's revenue from AI and cloud services accounted for less than 20%.</p><p>Before the performance creativity of artificial intelligence is formed, it may be a better choice for Baidu to develop a game business with higher traffic monetization efficiency. And in terms of the empowerment of cloud games by technological development, laying out the game business in advance can more efficiently resonate with the company's technical strength in the future.</p><p><h3><b>Delicate return timing</b></h3>In fact, although Baidu once sold Baidu games in a high profile, it never really left this market.</p><p>At the beginning, after Baidu Games was divested, it was renamed Duoku Games. As Baidu's only platform-level entrance in the game business, it maintained a close cooperative relationship with Baidu. In the same year, Baidu APP was connected to the smart mini-game portal; In 2019, Baidu invested in the game company Butterfly Interactive; Until this year, Baidu applied for the registration of trademarks such as \"Baidu Games\" and \"Baidu Games MG.BAIDU.COM DU\", and held a brand launch conference not long ago to officially \"restart\" this track. Baidu seems to have been waiting for an opportunity, but the timing of choosing to return at this time is still somewhat delicate.</p><p>On the surface, the competition in the game market is becoming more and more fierce at present. The two leading forces of Tencent and NetEase are still unshakable, and Internet giants such as Alibaba, ByteDance, and Bilibili have also begun to divide their spheres of influence in this market.</p><p>Domestically, after Ali continued to deepen his cultivation in the field of games, the hatched \"Three Kingdoms Strategy Edition\" and \"Three Kingdoms Fantasy Continent\" performed well, and both ranked in the TOP10 mobile game revenue list of the App Store. Among them, in the first half of 2020 alone, the total turnover of \"Three Kingdoms Strategy Edition\" reached 3.7 billion. Taking this as a starting point, Ali gradually gained a firm foothold in the game field; ByteDance has been making more and more strides in the game market recently. In March of this year, the company acquired the game company Mutong Technology at a high price of 26 billion yuan, and acquired the most influential MOBA game \"Endless Showdown\" in Southeast Asia; In addition, Station B also continues to consolidate its strength on the two-dimensional game track through capital layout.</p><p><img src=\"https://static.tigerbbs.com/a2557f4955deb03cc8a5e455e81407a4\" tg-width=\"1080\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Abroad, with<a href=\"https://laohu8.com/S/00799\">IGG</a>, Lilith and other game manufacturers have emerged from overseas markets, and this market has also become the layout scope of more domestic leading forces. The original blue ocean advantage is gradually fading in the fierce competition, and it is also difficult for new entrants to seize market share. increasing.</p><p>However, in such a development environment, some new forces are still \"emerging\". Especially with the emergence of \"Genshin Impact\", the revenue reached US $245 million within 30 days of its launch, once surpassing the revenue of \"Honor of Kings\" and \"Peace Elite\" in the same period, ranking first in the global mobile game revenue list. The company behind it, MiHoYo, has also become hot.</p><p><img src=\"https://static.tigerbbs.com/fa4d5c6dc9ad9c4c73abc473abf4cd38\" tg-width=\"1080\" tg-height=\"692\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The emergence of this phenomenon has stimulated the sensitive nerves of the head forces, and also accelerated the pace of \"hunting\" by giants. Take Tencent, which has made the biggest move, as an example. According to statistics from Mirror Entertainment, in the first half of 2021, Tencent participated in investing in as many as 49 game companies, and invested in one company every 4 days on average.</p><p><img src=\"https://static.tigerbbs.com/643cf0b0e11b9df8d22b62da650634e1\" tg-width=\"549\" tg-height=\"2866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>However, through this phenomenon, it actually reflects that, on the one hand, the current game market is far from saturated, and the market can accommodate more popular game products; On the other hand, the fierce competitive environment has also brought more variables to the current game market. Under the industry law that explosive models will eventually be replaced by new explosive models, new entrants are not without opportunities. Perhaps this is the key to Baidu's choice to return to the market at this time.</p><p>However, opportunities are reserved for those who are prepared, and Baidu is obviously too far behind. At the press conference, Wang Hui, deputy general manager of Baidu Games, also said frankly: \"After the restart, the advantages of Baidu team are still not obvious. The team has been thinking about how to use Baidu's resources and get out of Baidu Games' own way.\" But in the unpredictable game market, there is not much time left for Baidu to think.</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>Baidu can't let go of the game</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\">\nBaidu can't let go of the game\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">镜像娱乐</strong><span class=\"h-time small\">2021-07-31 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Once again \"killed\" back to the game market.</p><p>On July 28th, Baidu game brand conference was officially held, and 23 new game products were released on the spot. These include 14 casual games such as Island Crossing, Call of Mini: Zombies Return and Garden, as well as Wu Geng Ji, Dream<a href=\"https://laohu8.com/S/000997\">New World</a>\"And other 9 heavy games. It can be seen that Baidu Games will focus on the two tracks of casual + heavy games in the future, trying to jump out of the distribution-based model, and instead focus on distribution and self-research, while exploring the international market.</p><p><img src=\"https://static.tigerbbs.com/03a57d99cd21d4a4e96e39ef0a7df836\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>From strategy to product, Baidu Games' move can be regarded as an important move to return to the game. As an Internet giant with a huge traffic pool, Baidu has always been favored by the industry for making games. However, until Baidu divested its game business in 2017, the platform did not find a development model that suited itself.</p><p>Nowadays, the game industry is changing,<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>Taking away a big piece of the cake, leading forces such as Ali, ByteDance, and Bilibili have increased their weight. Competition in overseas markets has intensified, and new forces in the game industry have mushroomed... Baidu games, which chose to return at this time, has also made the current competitive environment become more complicated.</p><p><h3><b>The highlight of traffic monetization</b></h3>At the press conference, Xu Jian, general manager of Baidu Games, summarized the future development direction into two points: one is to provide services, that is, to provide distribution services for game manufacturers based on its own traffic ecology and product matrix; Another point is to make products, or cooperate with industry partners, or independently research and develop, and launch competitive game products.</p><p>From these two points of view, Baidu Games returned to the market this time, with a relatively steady pace, and its layout direction is based on its own advantages.</p><p>First, games have always been the highlight of traffic monetization, and Baidu is a traffic ecosystem with 1 billion users. On the Baidu APP alone, the monthly active users exceed 540 million. Moreover, according to official disclosures, the average daily number of users searching for game-related content on Baidu has reached 100 million times, of which 25.3% are looking for games, 45.5% are playing games, and 29.2% are looking for services.</p><p><img src=\"https://static.tigerbbs.com/d82ae2c46c176ed12cdee8a4ee00afbb\" tg-width=\"650\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In other words, Baidu is still an important entrance for netizens to contact games. The hundreds of millions of traffic generated in the ecosystem every day are related to games, which is also the key why Baidu cannot easily let go of the game business.</p><p>Second, around Baidu's own traffic ecology, on the one hand, the service capabilities of the search business enable the platform to have cooperative relationships with many domestic game manufacturers; On the other hand, before Baidu divested its game business, its game release also had some highlights. In 2011, Baidu built a \"community-based mini-game platform\" based on the Post Bar ecosystem, and got involved in game distribution. The cumulative number of users exceeded 70 million in three days.</p><p>From advertising to distribution, Baidu's connection ability in the game industry makes it easier to find partners, laying the foundation for subsequent intermodal transportation, distribution and other businesses. At this press conference,<a href=\"https://laohu8.com/S/09990\">Zulong Entertainment</a>, Youmi Mutual Entertainment, etc. are all partners of Baidu Games' joint development products. Xu Jian also revealed that Baidu Games is also preparing to build a new developer platform, which will give many strategic support and profit-making.</p><p>Third, although Baidu has distanced itself from Tencent and Ali, Baidu is still an Internet giant in the first echelon. If the platform tilts its capital to games, it may not have the strength to compete with other platforms with financial support. At present, Baidu Games has completed the establishment of two self-research teams and officially entered the development stage.</p><p>However, judging from the products released by Baidu Games, casual games still account for a larger proportion, while among the heavy games with higher user stickiness, most of them are \"code-named\" products, and the landing time is unclear. This means that Baidu still has a long way to go before it can truly become competitive, and this road is not easy.</p><p><h3><b>The game business that can't be \"lost\"</b></h3>It is not surprising that Baidu has regained its game business, especially in recent years, Baidu has been looking for new revenue growth points outside its search business.</p><p>Back in 2017, Baidu sold Baidu Games for nearly 1.2 billion yuan. This action was part of Baidu's implementation of the \"Aircraft Carrier Plan\". At that time, Baidu independently operated literature, video, games, music, maps, food delivery and other sections through business \"spin-off\". The industry generally believed that Baidu was trying to get rid of its dependence on the search business. During the same period, Baidu also made further efforts to labor<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>A new direction, trying to transform into a smart technology company. From the perspective of this development, today's Baidu may need games more.</p><p>First of all, from the perspective of its internal development, the idea of business \"spin-off\" has not helped Baidu establish advantages in many fields.</p><p>Among them, Baidu's best-developed video business hatched<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>, but iQiyi has accumulated losses of tens of billions so far, which not only does not make money, but also consumes huge operating costs. In addition, although Baidu's map market penetration rate is high, the monetization model of the map business is still unclear.</p><p><img src=\"https://static.tigerbbs.com/edc6630b89c5e58130682294de8830bf\" tg-width=\"650\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In other businesses, the field of literature is still dominated by China Literature; In the music market<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Occupying a larger share, NetEase Cloud Music came from behind; In the food delivery industry, Meituan and Ele.me are competing... In contrast, Baidu has not formed the strength to compete with it, and it is difficult to become a new pillar in the future in terms of performance contribution.</p><p>Secondly, in the external competitive environment, Baidu is facing increasing pressure.</p><p>In recent years, the industry has begun to discuss frequently whether ByteDance will replace Baidu as the third largest Internet giant? Behind this, although there is no direct conflict between the two sides, ByteDance is gradually encroaching on the market that once belonged to Baidu.</p><p>In the final analysis, what Baidu and ByteDance do is information distribution, and the latter seized the opportunity of the rise of the mobile Internet and seized the market with a unique algorithm. Later, it entered the short video game based on the same algorithm system and established its own advertising system and monetization model. In this process, Baidu was the one that suffered the most. In other words, the market covered by Baidu's search business has been threatened, and it is becoming more and more urgent to find new performance growth points.</p><p><img src=\"https://static.tigerbbs.com/0bd74003ddc66f316f5a4afa89fa7e74\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>ByteDance game \"Ragnarok RO: The Birth of a New Generation\" has a monthly turnover of 150 million</p><p>Furthermore, for Baidu's own development, the new positioning of artificial intelligence has not yet become a large-scale monetization opportunity.</p><p>Financial report data shows that as of the fourth quarter of 2020, Baidu's revenue from search services and transaction services accounted for nearly 80% of total revenue, while the company's revenue from AI and cloud services accounted for less than 20%.</p><p>Before the performance creativity of artificial intelligence is formed, it may be a better choice for Baidu to develop a game business with higher traffic monetization efficiency. And in terms of the empowerment of cloud games by technological development, laying out the game business in advance can more efficiently resonate with the company's technical strength in the future.</p><p><h3><b>Delicate return timing</b></h3>In fact, although Baidu once sold Baidu games in a high profile, it never really left this market.</p><p>At the beginning, after Baidu Games was divested, it was renamed Duoku Games. As Baidu's only platform-level entrance in the game business, it maintained a close cooperative relationship with Baidu. In the same year, Baidu APP was connected to the smart mini-game portal; In 2019, Baidu invested in the game company Butterfly Interactive; Until this year, Baidu applied for the registration of trademarks such as \"Baidu Games\" and \"Baidu Games MG.BAIDU.COM DU\", and held a brand launch conference not long ago to officially \"restart\" this track. Baidu seems to have been waiting for an opportunity, but the timing of choosing to return at this time is still somewhat delicate.</p><p>On the surface, the competition in the game market is becoming more and more fierce at present. The two leading forces of Tencent and NetEase are still unshakable, and Internet giants such as Alibaba, ByteDance, and Bilibili have also begun to divide their spheres of influence in this market.</p><p>Domestically, after Ali continued to deepen his cultivation in the field of games, the hatched \"Three Kingdoms Strategy Edition\" and \"Three Kingdoms Fantasy Continent\" performed well, and both ranked in the TOP10 mobile game revenue list of the App Store. Among them, in the first half of 2020 alone, the total turnover of \"Three Kingdoms Strategy Edition\" reached 3.7 billion. Taking this as a starting point, Ali gradually gained a firm foothold in the game field; ByteDance has been making more and more strides in the game market recently. In March of this year, the company acquired the game company Mutong Technology at a high price of 26 billion yuan, and acquired the most influential MOBA game \"Endless Showdown\" in Southeast Asia; In addition, Station B also continues to consolidate its strength on the two-dimensional game track through capital layout.</p><p><img src=\"https://static.tigerbbs.com/a2557f4955deb03cc8a5e455e81407a4\" tg-width=\"1080\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Abroad, with<a href=\"https://laohu8.com/S/00799\">IGG</a>, Lilith and other game manufacturers have emerged from overseas markets, and this market has also become the layout scope of more domestic leading forces. The original blue ocean advantage is gradually fading in the fierce competition, and it is also difficult for new entrants to seize market share. increasing.</p><p>However, in such a development environment, some new forces are still \"emerging\". Especially with the emergence of \"Genshin Impact\", the revenue reached US $245 million within 30 days of its launch, once surpassing the revenue of \"Honor of Kings\" and \"Peace Elite\" in the same period, ranking first in the global mobile game revenue list. The company behind it, MiHoYo, has also become hot.</p><p><img src=\"https://static.tigerbbs.com/fa4d5c6dc9ad9c4c73abc473abf4cd38\" tg-width=\"1080\" tg-height=\"692\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>The emergence of this phenomenon has stimulated the sensitive nerves of the head forces, and also accelerated the pace of \"hunting\" by giants. Take Tencent, which has made the biggest move, as an example. According to statistics from Mirror Entertainment, in the first half of 2021, Tencent participated in investing in as many as 49 game companies, and invested in one company every 4 days on average.</p><p><img src=\"https://static.tigerbbs.com/643cf0b0e11b9df8d22b62da650634e1\" tg-width=\"549\" tg-height=\"2866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>However, through this phenomenon, it actually reflects that, on the one hand, the current game market is far from saturated, and the market can accommodate more popular game products; On the other hand, the fierce competitive environment has also brought more variables to the current game market. Under the industry law that explosive models will eventually be replaced by new explosive models, new entrants are not without opportunities. Perhaps this is the key to Baidu's choice to return to the market at this time.</p><p>However, opportunities are reserved for those who are prepared, and Baidu is obviously too far behind. At the press conference, Wang Hui, deputy general manager of Baidu Games, also said frankly: \"After the restart, the advantages of Baidu team are still not obvious. The team has been thinking about how to use Baidu's resources and get out of Baidu Games' own way.\" But in the unpredictable game market, there is not much time left for Baidu to think.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1333416961169408\">镜像娱乐</a></p>\n\n\n</div>\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,"symbols_score_info":{"QNETCN":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":767,"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":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"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":795,"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":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639267266550","authorIdStr":"4088639267266550"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>good luck&nbsp;","text":"$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":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}