$百度(BIDU)$_老虎社区_美港股上老虎 - 老虎社区

$百度(BIDU)$ 百度只要从各纯信息流产品如今日头条，微博等收割三分之一营收，再加上信息流广告市场整体增加的一部分，百度营收再增加200亿是很轻松的。今日头条2016年营收就有100亿，且此前保持了5倍增速

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三鲜不太行
2017-09-01
三鲜不太行
信息流和搜索在一个端...相互抢份额的.整体会变大的话，这个成立，但不是纯加法
- 三鲜不太行回复Deep_Thinker:
  此消彼长的意思就是...信息流会抢夺一个端里搜索的渗透率..变现能力上同样规模依然是搜索强，但feed是趋势，规模膨胀快，而且更吸引大客户
- Deep_Thinker回复三鲜不太行:
  信息流广告市场年复合增长率超过了50%，总量年年爆棚，到19年将超过1400亿。艾瑞等机构研报
- 三鲜不太行回复chenhuanch:
  不做太多产品分析，此消彼长还是难题。整体增长也是事实。
- chenhuanch:
  虽在一个端，面对的客户或客户的需求是不同的，信息流依据流量信息更多针对单个具体产品，只要叠加部分远小于增加的部分，几乎就是纯加法。

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