Yi letter online three days, netease share price increased by 14%

The market is always without the early. In the case of tencent has dominance, still want to incoming, in addition to the defense of tencent and interest.Yi letter online three days, netease's American carbon steel eccentric reducer share price rose 14%, an increase of $1.2 billion market value. "For social tools, capital market for mobile IM still have a lot of enthusiasm, there really have the imagination." The investors said.

Due to the commercialization of micro letter has just opened, so it is still a lack of financial data for reference, but looked from the performance of the international counterparts, mobile IM commercialization problem seems to have had the answer.Japan's well-known mobile IM application vendors Line group in 2013 Q2 results show that the Line this quarter revenue long radius butt weld pipe elbow for 12.8 billion yen ($132.3 million), rose as high as 348.9%. The games business contribution of $53.7 million, accounted for 53%, the other half of the income from shops and marketing map expression.

In a letter on August 5, online version 5.0, tencent launched the game center, also officially kicked off the commercialization of micro letter, two game of "flying" and "love everyday to eliminate" quickly catch on around the country, the built-in prop charge "love everyday to ansi b16.5 forged Slip on flange 300lbs eliminate" launched two weeks will be left behind, the old one hand high on the App Store seller second, government seems to have a notion.In fact, including games, value-added services, advertising and marketing, e-commerce, O2O, payment, such as a variety of Internet profit model, is the capital market as a mobile IM possible profit channel, which was the capital market of mobile IM mad.

For mobile IM commercial potential, however, the industry is not overwhelmingly positive. , a person familiar with the tencent insiders told reporters, "in the PC, instant messaging software is very rare to occupy the software of user task bar for a long time, but in the mobile terminal, all App on a user's desktop, they are closer to the user, the experience is better." In the source view, many opponents, IM in commercial road in the PC after migration to the mobile terminal, power is not.

Perhaps "mobile IM really is a gold mine, but the difficulty of excavation is very big, the Line is a breakthrough in the field and only games, expression, business marketing, and revenue absolute value is not large also, involving the offline O2O, mobile payment has no progress. If have hot such as micro believed in commercialization are so be careful on the road, slowly, let alone other mobile IM."