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飞翔的龙
2020-03-18
$哔哩哔哩(BILI)$
mau增长速度有点慢。
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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JohnCui
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2020-03-18
你去看看其他互联网app的成绩
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rpk
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JohnCui
:
那肯定同规模相比最好,但财报会议上睿总也说了,目前没有同规模的可比。字节和快手算是(接近)同赛道了,规模更大的能做到增速更快,这也算是破站面临的外部风险。更何况快手今年开始发力投入二次元(ACFUN)目前数据已经开始快速增长。字节主推的半次元也不排除会加快跟进(目前迹象还不明显)
2020-03-18
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JohnCui
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rpk
:
总要相同量级的公司才有可比性
2020-03-18
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JohnCui
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rpk
:
这俩都是几千亿美元估值的公司,咋不拿腾讯阿里来和小破站对比呢?
2020-03-18
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