Can the live broadcast support the 20 billion market value of New Oriental Online?

New Oriental redefined the live broadcast.

However, New Oriental did not jump out of the live game rules.

At present, products, traffic, and popular anchors are all inseparable from New Oriental. A few days ago, Yu Minhong revealed that in the past, New Oriental had more than one million and more than one million income, but after the transformation was an anchor, it was up to 20,000 to 300,000 a year. For the anchors of New Oriental and New Oriental, will New Oriental continue to face challenges in all aspects in the future?

First, the challenge of New Oriental comes from the relationship between the platform and the anchor. For these anchors, although dreams are important, the treatment in reality is also important. After the anchor is well -known, it is not so negligible for the short -term treatment, but it is still at this level for a long time, which is a special test of human nature.

Since the rise of live broadcasts, the outside world has always been watching live broadcasts because of individuals, not because of a platform to watch live broadcasts. The live broadcast ecology determines that the personal role is greater than the company.

For an anchor, in fact, everyone has a career life cycle. This cycle is unpredictable, because some people can fire for several years, and some people can only fire for several months or even days. Sometimes, it may also cause huge losses to the company because of some inappropriate remarks of anchors. For a company, these are uncertain factors.

This is also an important reason why many capitals are unwilling to invest.

Second, traffic issues. For a listed company, it is very dangerous to focus on other people's platforms.

Recently, rumors have been rumored to be restricted. As a result, the stock price of New Oriental Online fell nearly 10%. Although the platform has denied restrictions behind the platform, the impact on New Oriental has not been completely eliminated.

If New Oriental finally built a live broadcast platform, then it may be like Sohu live, because the traffic is mainly above several large platforms, which cannot be changed by New Oriental.

In the past two months, the fire of New Oriental and Yu Minhong's transformation live starting business really made many people feel very inspirational, and this inspirational story quickly brought the huge number of fans and the turnover of the number of increases to New Oriental, but Whether these flows continue, you still have to call a question mark here.

Finally, the live broadcast still has to return to the issues such as selection, logistics, and price. After the New Oriental fire, many customers compared the prices of New Oriental Live Broadcasting and found that it was more expensive than other places. At that time, Dong Yuhui, the new Oriental anchor, blocked a "robbery" for New Oriental with "Valley Bad Farm".

However, in the long run, selection, storage, and logistics will become the biggest weakness of live e -commerce. Compared with other live broadcast companies, New Oriental is not very prominent at this point.

In addition, since the rise of live broadcasts, the "low price" has always been a magic weapon with goods. In fact, New Oriental will still be unavoidable in the future, and its core will return to low prices. As for how to get the lowest price and not damage the interests of farmers, these are the tests of the New Oriental in the future.

From the current situation, New Oriental has gradually shifted from a period of traffic to a stable period. At that time, New Oriental's cargo transaction turnover will directly affect the capital market's judgment of the company.

In summary, for a listed company with tens of billions of dollars, live broadcasting and bringing goods obviously cannot support such a high market value. How to make additional methods is very difficult for Yu Minhong to challenge.

So in the future, with the decline in the popularity of New Oriental, the transaction links of the live broadcast will be affected. As for how Yu Minhong turns these uncertain factors into a card that can be played for a long time, it is very important. Therefore, I think that the current popularity of New Oriental has made New Oriental a real in the capital market, but long -term things are the focus of New Oriental's future.

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