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← @yiqifacai

$RDDT

BULLISH2026-04-19
Price around the call
↑ 2026-04-19
By horizon✗ miss-10.4%
1d
✗ -5.0%
5d
✗ -4.6%
21d
✗ -10.4%
Original post
一起发财 · 2026-04-19

$RDDT 不是 AI 受害者,而是少数把“社区资产 -> 数据变现 -> AI 产品化”闭环跑通的平台。这也是它能被 Fast Company 评为 2026 年最具创新力公司之一的核心原因。 市场因为Anthropic的AI厉害了,杀Saa S,对RDDT进行了错杀。 Reddit 的 AI 许可协议已知公开部分里,Google 那笔大约是 每年 6000 万美元;另外,市场传闻/OpenAI 相关协议可能再带来 4000 万到 5000 万美金。 它自己的AI搜索引擎,Reddit Answers 在 2025 年内从 100 万周活增长到 1500 万。 如果从投资视角看,Reddit 现在最有意思的地方在于:它已经从“高增长但亏损的平台”切换成“高增长且盈利的AI平台”。 然后市场帮它当百度贴吧,错杀了。 (利益相关,有持仓)

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