Solo | 从一份B站财报，解释中概股的触底反弹

中国互联网公司的韧性可以从两个方向上评估，一个是用户生态厚度导致的业务多元，对冲单一收入的政策或者市场风险，代表的公司是腾讯和B站。一个是和实体经济捆绑的紧密程度，作为保就业保民生的基础设施，可以抵抗疫情或者政策的不确定性，代表公司是京东和美团。在这两点之外，新东方在直播间的翻红证明了，只要企业家的心气还在，即使归零，还能从头再来。

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Solo | 从一份B站财报，解释中概股的触底反弹

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