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gk216
2022-03-15
这篇文章不错,转发给大家看
@走马财经:大摩这份研报是关于快手的,里面对中国互联网行业广告业务的跟踪和预测还挺有意思的。1.取2020和2025两个年份为时间节点,5年时间整体规模从6950亿增长到14820亿,增长幅度113%,而同期腾讯广告业务才增长73%,这是完全不看好微信视频号了?2.要说到不看好,大公司里,大摩最不看好的还是百度系,百度5年预测增速35%,爱奇艺更是5年几乎原地踏步,更可怕的是2015年时百度曾是互联网广告第一名,5年只增长10%,10年可能只增长48%。它对小米的互联网转型也是看淡的,5年预测增速才69%,落后于大盘。3.阿里情况比较特殊,虽然预测整体增速慢于大盘,但是胜在规模够大,到了2025年有3110亿广告收入,5年增速54%,规模仅次于字节跳动,且字节领先优势并不多,只有3570亿,5年增幅138%。4.要说到大摩真正看好的,好像是快手、拼多多、京东、美团和B站。快手5年增长预测值386%,拼多多增长310%,京东增长209%,美团增长279%。这4大金刚是规模和增速都很夯的,若论增速则是B站第一,5年增长9倍,不过规模有限。以上数据仅供参考,报告全文可以在我同名公众号后台发消息“大摩”自动获取。
$快手-W(01024)$
$腾讯控股(00700)$
$哔哩哔哩(BILI)$
gk216
2021-05-19
这篇文章不错,转发给大家看
抱歉,原内容已删除
gk216
2020-07-06
$建业新生活(09983)$
什么情况?一直降
gk216
2019-11-24
$网易(NTES)$
明天会跌,早点抛?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/09983\">$建业新生活(09983)$</a>什么情况?一直降","listText":"<a href=\"https://laohu8.com/S/09983\">$建业新生活(09983)$</a>什么情况?一直降","text":"$建业新生活(09983)$什么情况?一直降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940503226","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":934779959,"gmtCreate":1574583473771,"gmtModify":1704728130204,"author":{"id":"3537649878535129","authorId":"3537649878535129","name":"gk216","avatar":"https://static.tigerbbs.com/5946e1d29c240ddd6bc4f03284d81682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 明天会跌,早点抛?","listText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 明天会跌,早点抛?","text":"$网易(NTES)$ 明天会跌,早点抛?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/934779959","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":634059457,"gmtCreate":1647306028316,"gmtModify":1647306028316,"author":{"id":"3537649878535129","authorId":"3537649878535129","name":"gk216","avatar":"https://static.tigerbbs.com/5946e1d29c240ddd6bc4f03284d81682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634059457","repostId":"635107609","repostType":1,"repost":{"id":635107609,"gmtCreate":1646878872581,"gmtModify":1647014494825,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大摩这份研报是关于快手的,里面对中国互联网行业广告业务的跟踪和预测还挺有意思的。1.取2020和2025两个年份为时间节点,5年时间整体规模从6950亿增长到14820亿,增长幅度113%,而同期腾讯广告业务才增长73%,这是完全不看好微信视频号了?2.要说到不看好,大公司里,大摩最不看好的还是百度系,百度5年预测增速35%,爱奇艺更是5年几乎原地踏步,更可怕的是2015年时百度曾是互联网广告第一名,5年只增长10%,10年可能只增长48%。它对小米的互联网转型也是看淡的,5年预测增速才69%,落后于大盘。3.阿里情况比较特殊,虽然预测整体增速慢于大盘,但是胜在规模够大,到了2025年有3110亿广告收入,5年增速54%,规模仅次于字节跳动,且字节领先优势并不多,只有3570亿,5年增幅138%。4.要说到大摩真正看好的,好像是快手、拼多多、京东、美团和B站。快手5年增长预测值386%,拼多多增长310%,京东增长209%,美团增长279%。这4大金刚是规模和增速都很夯的,若论增速则是B站第一,5年增长9倍,不过规模有限。以上数据仅供参考,报告全文可以在我同名公众号后台发消息“大摩”自动获取。<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","listText":"大摩这份研报是关于快手的,里面对中国互联网行业广告业务的跟踪和预测还挺有意思的。1.取2020和2025两个年份为时间节点,5年时间整体规模从6950亿增长到14820亿,增长幅度113%,而同期腾讯广告业务才增长73%,这是完全不看好微信视频号了?2.要说到不看好,大公司里,大摩最不看好的还是百度系,百度5年预测增速35%,爱奇艺更是5年几乎原地踏步,更可怕的是2015年时百度曾是互联网广告第一名,5年只增长10%,10年可能只增长48%。它对小米的互联网转型也是看淡的,5年预测增速才69%,落后于大盘。3.阿里情况比较特殊,虽然预测整体增速慢于大盘,但是胜在规模够大,到了2025年有3110亿广告收入,5年增速54%,规模仅次于字节跳动,且字节领先优势并不多,只有3570亿,5年增幅138%。4.要说到大摩真正看好的,好像是快手、拼多多、京东、美团和B站。快手5年增长预测值386%,拼多多增长310%,京东增长209%,美团增长279%。这4大金刚是规模和增速都很夯的,若论增速则是B站第一,5年增长9倍,不过规模有限。以上数据仅供参考,报告全文可以在我同名公众号后台发消息“大摩”自动获取。<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>","text":"大摩这份研报是关于快手的,里面对中国互联网行业广告业务的跟踪和预测还挺有意思的。1.取2020和2025两个年份为时间节点,5年时间整体规模从6950亿增长到14820亿,增长幅度113%,而同期腾讯广告业务才增长73%,这是完全不看好微信视频号了?2.要说到不看好,大公司里,大摩最不看好的还是百度系,百度5年预测增速35%,爱奇艺更是5年几乎原地踏步,更可怕的是2015年时百度曾是互联网广告第一名,5年只增长10%,10年可能只增长48%。它对小米的互联网转型也是看淡的,5年预测增速才69%,落后于大盘。3.阿里情况比较特殊,虽然预测整体增速慢于大盘,但是胜在规模够大,到了2025年有3110亿广告收入,5年增速54%,规模仅次于字节跳动,且字节领先优势并不多,只有3570亿,5年增幅138%。4.要说到大摩真正看好的,好像是快手、拼多多、京东、美团和B站。快手5年增长预测值386%,拼多多增长310%,京东增长209%,美团增长279%。这4大金刚是规模和增速都很夯的,若论增速则是B站第一,5年增长9倍,不过规模有限。以上数据仅供参考,报告全文可以在我同名公众号后台发消息“大摩”自动获取。$快手-W(01024)$$腾讯控股(00700)$$哔哩哔哩(BILI)$","images":[{"img":"https://static.tigerbbs.com/c8835343375fc6bf3e1c70cce66a9f1a","width":"2532","height":"995"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635107609","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194292312,"gmtCreate":1621381461336,"gmtModify":1621381461336,"author":{"id":"3537649878535129","authorId":"3537649878535129","name":"gk216","avatar":"https://static.tigerbbs.com/5946e1d29c240ddd6bc4f03284d81682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194292312","repostId":"1192247646","repostType":4,"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940503226,"gmtCreate":1594007892065,"gmtModify":1704203429444,"author":{"id":"3537649878535129","authorId":"3537649878535129","name":"gk216","avatar":"https://static.tigerbbs.com/5946e1d29c240ddd6bc4f03284d81682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09983\">$建业新生活(09983)$</a>什么情况?一直降","listText":"<a href=\"https://laohu8.com/S/09983\">$建业新生活(09983)$</a>什么情况?一直降","text":"$建业新生活(09983)$什么情况?一直降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940503226","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":934779959,"gmtCreate":1574583473771,"gmtModify":1704728130204,"author":{"id":"3537649878535129","authorId":"3537649878535129","name":"gk216","avatar":"https://static.tigerbbs.com/5946e1d29c240ddd6bc4f03284d81682","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 明天会跌,早点抛?","listText":"<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 明天会跌,早点抛?","text":"$网易(NTES)$ 明天会跌,早点抛?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/934779959","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}