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专栏 视频

Xunlei rediscovers its ‘thunder’ with return to video roots
回归视频本业拓展海外直播,迅雷重拾增长动能

受直播业务激增86%的推动,这家云服务及视频服务提供商第二季度营收同比增长30.6%。

Xunlei Ltd. (XNET.US) fell off our radar screen long ago, after the company largely ditched its original video streaming services and made a move into the cloud with a shared-resources business model that looked interesting but failed to generate much excitement. In that process, the company’s market value dipped below the $100 million mark, under which we generally don’t follow listed companies.

作者:阳歌。本文仅代表作者观点。

But the stock has come roaring back lately, living up to its name that means “thunder” in Chinese, harkening back to its days when it was at the forefront of China’s online video revolution. The shares have risen more than fivefold over the last year, including a 96% jump over the last three days after the company released its latest earnings report for the second quarter, giving it a market value of $550 million.

迅雷有限公司(XNET.US)已淡出我们视野多年,因为该公司基本放弃了原有流媒体业务,转向云服务领域,采用看似有趣但未能引起市场兴趣的资源共享商业模式。在此过程中,该公司市值一度跌破1亿美元门槛(该市值规模以下的企业通常不在我们追踪范围内)。

In a somewhat ironic twist, investors seem to be getting excited as Xunlei inches closer to returning to its roots as an online video company. The company made an important move in that direction in June when it completed its 500 million yuan ($70 million) acquisition of Hupu, a platform providing sports media and data. But unlike its earlier foray into the sensitive Chinese online video market, Xunlei seems to be setting its sights on less regulated foreign markets with its latest online video drive.

然而,近期这家公司的股价强势反弹,不仅彰显其名中的“雷霆”之意,更让人追忆其引领中国在线视频革命的高光岁月。发布二季度财报后,迅雷过去三个交易日股价暴涨96%,推动其近一年累计涨幅逾五倍,当前市值达5.5亿美元。

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咏竹坊(官网链接)提供在香港和美国上市的中国企业相关新闻,重点关注中小企业和筹备上市的公司。

Bamboo Works (official website) provides news on Chinese companies listed in Hong Kong and the United States, with a strong focus on mid-cap and also pre-IPO companies.

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