$哔哩哔哩(BILI_老虎社区_美港股上老虎 - 老虎社区

$哔哩哔哩(BILI)$mau增长速度有点慢。

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JohnCui
2020-03-18
JohnCui
你去看看其他互联网app的成绩
- rpk回复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）
- JohnCui回复rpk:
  总要相同量级的公司才有可比性
- JohnCui回复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？
- rpk:
  这点要比的话DAU MAU上还真比不过，抖音MAU接近6亿（DAU 4亿），快手MAU接近5亿（DAU 3亿），而且快手2019年初的数据只有现在的一半，意味着增速在100%左右。

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