$哔哩哔哩(BILI_老虎社区_美港股上老虎

nihehong

2018-09-10

$哔哩哔哩(BILI)$

没有发现关于b站用户使用时长的研究数据。目前几大系里面，腾讯系产品排第一，头条系第二，阿里第三，百度第四。

b站的用户使用时长应该能达到爱奇艺的一半以上，而且相对粘度强得多，如果找到除游戏外，更好的广告投放路径等变现模式，会大有可为。

目前的游戏收税预期将在一段时间内打压股价。

长期看好，亚文化找到斜率的拐点，一定会具备主流文化的影响力。$爱奇艺(IQ)$ $虎牙(HUYA)$ $百度(BIDU)$ $阿里巴巴(BABA)$ $腾讯控股(00700)$

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。

精彩评论

nico清
2018-09-11
nico清
广告现在已经在搞了，和个人up主合作，视频下面投放广告，五五分成
- nihehong:
  现在广告占比太小，需要探索更好的投放形式
封天大将
2018-09-11
封天大将
一个月平均使用1个小时好像。我记得写了
- nihehong:
  这么低吗？
一池咸鱼
2018-09-11
一池咸鱼
需要转变啊
- nihehong:
  其它视频网站也在切入二次元，和b站运营上的差距会不断缩小。如何快速转变，确实很挑战。
siwi
2018-09-11
siwi
游戏目前看空，广告就以b站kol的影响力，每个人100多万粉丝的水平，品类也是游戏为主，也就略微对标huya，管理层投行出身，心思本就不纯。看不出多来

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