互联网知识社区红迪网(Reddit,RDDT.us)今日盘中大跌6.89%。
Reddit此前通过与谷歌、OpenAI等巨头合作,充分利用AI技术和流量资源,有力推动了日活跃用户数量的快速增长。同时,Reddit也将内容数据授权给大厂用于AI模型训练,开拓了新的营收渠道。但就目前来看,这些举措释放的商业潜力似乎仍有限。
尽管在2024年下半年AI产业化元年,Reddit作为拥有AI增量逻辑的内容企业,在上市初期享受了一定估值溢价。但相比之下,其核心知识型社区业务模式的盈利能力并不显眼。在去中心化、弱化平台影响力的定位下,如何更好地实现商业变现,仍是该公司面临的重大挑战。而与Reddit的表现形成鲜明对比的,是同属知识型社区的中国公司知乎在自身领域的良性发展。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.