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道言居士
2021-01-10
去年盈利还是亏损
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2021-01-05
好看
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道言居士
2021-01-05
小破站牛B
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06:25","market":"us","language":"zh","title":"哔哩哔哩2020跨年晚会直播人气新高,有望继续推动出圈","url":"https://stock-news.laohu8.com/highlight/detail?id=2101961236","media":"天风证券","summary":"本次晚会直播人气峰值突破2.5亿,截至目前的点播播放量达1.2亿,弹幕总数约96万。截至2020年三季度,B站平台的月活跃用户规模已达到1.97亿,相较2019年底实现51%的增长,提前完成今年底1.8亿的用户增长目标。随着B站持续推进品牌出圈和内容生态多元化,我们预计用户增长仍存在较大空间。","content":"<p><b>核心观点</b></p>\n<p>“2020最美的夜”继续以IP和优质内容引发跨圈层共鸣与认同,直播人气峰值突破2.5亿远超去年。晚会由B站与央视频联合主办,武汉市文化和旅游局、湖北广电融媒体、NEW TV、TVB联合制作,在北京、武汉、香港、台北四座城市设立会场,线上由B站、央视频App同步直播,同时香港TVB翡翠台进行转播。晚会共有32组表演嘉宾、42组节目,涵盖动漫、影视、游戏等领域,包容多元仍是主旋律,内容融合更多传统文化和主流元素,并继续以IP激发跨圈层共鸣,包括《英雄联盟》、漫威系列、《仙剑奇侠传》、《西游记》、《EVA》等。同时,晚会在延续高水准的视觉舞美和音乐制作的基础上,进一步升级舞台规格,采用4K超高清画质+杜比全景声,结合虚拟技术打造虚实结合的视听体验。本次晚会直播人气峰值突破2.5亿,截至目前的点播播放量达1.2亿,弹幕总数约96万。</p>\n<p>1)横向对比:相较于同期卫视跨晚普遍邀请流量明星,B站晚会继续聚焦内容品质,在融合经典IP的同时,进一步加大原创节目的比例,嘉宾选择更多考虑B站用户熟悉和喜爱的明星和UP主,实现与其他跨晚差异化的内容体验和调性。根据豆瓣,B站2020跨年晚会目前豆瓣评分6.7分(超过9.500条评价),而卫视跨晚仅湖南卫视拥有评分,目前为5.1分(评价数不到500条)。从网络播放数据来看,B站单平台1.2亿播放量明显高于各卫视跨晚,同时百度搜索指数亦显著高于其他晚会。而根据微博跨年晚会榜,卫视跨晚的“流量”模式则拥有更高的话题阅读和讨论量。</p>\n<p>2)纵向对比:与前一年晚会相比,B站2020跨年晚会口碑有所下滑,今年晚会的豆瓣评分为6.7分,对比去年晚会评分9.1分,同时从弹幕互动量来看,今年截至目前的弹幕总数约96万,不到去年(327万)的三分之一。我们认为今年晚会内容品质仍较高,口碑不及去年的主要原因一方面是去年高口碑导致用户对今年晚会寄予更高的预期,晚会直播前便已吸引大量的关注,直播期间2.5亿的人气峰值远超前一年的约8,500万;另一方面,经过一年的持续出圈,B站晚会的受众相比去年更加广泛,需要兼容不同圈层与主流大众的内容审美,平衡圈层文化与主流文化,对内容提出了更高的要求。</p>\n<p>“最美的夜”为代表的优质内容是驱动B站品牌出圈和用户增长的重要抓手。2019年起,B站明显加快出圈脚步,内容生态更加多元化,包括将往年围绕二次元文化的拜年祭升级为基于年轻人文化的“最美的夜”晚会、加大投入综艺和影视等OGV内容,凭借高品质的内容和品牌营销弱化平台二次元标签,持续强化代表年轻人文化的用户心智,推动B站品牌升级与用户增长。截至2020年三季度,B站平台的月活跃用户规模已达到1.97亿,相较2019年底实现51%的增长,提前完成今年底1.8亿的用户增长目标。随着B站持续推进品牌出圈和内容生态多元化,我们预计用户增长仍存在较大空间。</p>\n<p>风险提示:用户增长放缓,用户活跃度和粘性下降,PUGC内容生态不稳定,社区氛围变化,商业化进度不及预期,行业竞争加剧,内容监管风险</p>\n<p><img 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content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>哔哩哔哩2020跨年晚会直播人气新高,有望继续推动出圈</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101050633047b694f5f&s=b><strong>天风证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点\n“2020最美的夜”继续以IP和优质内容引发跨圈层共鸣与认同,直播人气峰值突破2.5亿远超去年。晚会由B站与央视频联合主办,武汉市文化和旅游局、湖北广电融媒体、NEW TV、TVB联合制作,在北京、武汉、香港、台北四座城市设立会场,线上由B站、央视频App同步直播,同时香港TVB翡翠台进行转播。晚会共有32组表演嘉宾、42组节目,涵盖动漫、影视、游戏等领域,包容多元仍是主旋律,内容融合更...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101050633047b694f5f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101050633047b694f5f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2101961236","content_text":"核心观点\n“2020最美的夜”继续以IP和优质内容引发跨圈层共鸣与认同,直播人气峰值突破2.5亿远超去年。晚会由B站与央视频联合主办,武汉市文化和旅游局、湖北广电融媒体、NEW TV、TVB联合制作,在北京、武汉、香港、台北四座城市设立会场,线上由B站、央视频App同步直播,同时香港TVB翡翠台进行转播。晚会共有32组表演嘉宾、42组节目,涵盖动漫、影视、游戏等领域,包容多元仍是主旋律,内容融合更多传统文化和主流元素,并继续以IP激发跨圈层共鸣,包括《英雄联盟》、漫威系列、《仙剑奇侠传》、《西游记》、《EVA》等。同时,晚会在延续高水准的视觉舞美和音乐制作的基础上,进一步升级舞台规格,采用4K超高清画质+杜比全景声,结合虚拟技术打造虚实结合的视听体验。本次晚会直播人气峰值突破2.5亿,截至目前的点播播放量达1.2亿,弹幕总数约96万。\n1)横向对比:相较于同期卫视跨晚普遍邀请流量明星,B站晚会继续聚焦内容品质,在融合经典IP的同时,进一步加大原创节目的比例,嘉宾选择更多考虑B站用户熟悉和喜爱的明星和UP主,实现与其他跨晚差异化的内容体验和调性。根据豆瓣,B站2020跨年晚会目前豆瓣评分6.7分(超过9.500条评价),而卫视跨晚仅湖南卫视拥有评分,目前为5.1分(评价数不到500条)。从网络播放数据来看,B站单平台1.2亿播放量明显高于各卫视跨晚,同时百度搜索指数亦显著高于其他晚会。而根据微博跨年晚会榜,卫视跨晚的“流量”模式则拥有更高的话题阅读和讨论量。\n2)纵向对比:与前一年晚会相比,B站2020跨年晚会口碑有所下滑,今年晚会的豆瓣评分为6.7分,对比去年晚会评分9.1分,同时从弹幕互动量来看,今年截至目前的弹幕总数约96万,不到去年(327万)的三分之一。我们认为今年晚会内容品质仍较高,口碑不及去年的主要原因一方面是去年高口碑导致用户对今年晚会寄予更高的预期,晚会直播前便已吸引大量的关注,直播期间2.5亿的人气峰值远超前一年的约8,500万;另一方面,经过一年的持续出圈,B站晚会的受众相比去年更加广泛,需要兼容不同圈层与主流大众的内容审美,平衡圈层文化与主流文化,对内容提出了更高的要求。\n“最美的夜”为代表的优质内容是驱动B站品牌出圈和用户增长的重要抓手。2019年起,B站明显加快出圈脚步,内容生态更加多元化,包括将往年围绕二次元文化的拜年祭升级为基于年轻人文化的“最美的夜”晚会、加大投入综艺和影视等OGV内容,凭借高品质的内容和品牌营销弱化平台二次元标签,持续强化代表年轻人文化的用户心智,推动B站品牌升级与用户增长。截至2020年三季度,B站平台的月活跃用户规模已达到1.97亿,相较2019年底实现51%的增长,提前完成今年底1.8亿的用户增长目标。随着B站持续推进品牌出圈和内容生态多元化,我们预计用户增长仍存在较大空间。\n风险提示:用户增长放缓,用户活跃度和粘性下降,PUGC内容生态不稳定,社区氛围变化,商业化进度不及预期,行业竞争加剧,内容监管风险","news_type":1},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338388144,"gmtCreate":1609833034888,"gmtModify":1703740735754,"author":{"id":"3553216167497840","authorId":"3553216167497840","name":"道言居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553216167497840","authorIdStr":"3553216167497840"},"themes":[],"htmlText":"小破站牛B","listText":"小破站牛B","text":"小破站牛B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338388144","repostId":"1166139196","repostType":2,"isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332918222,"gmtCreate":1610269207966,"gmtModify":1703743399070,"author":{"id":"3553216167497840","authorId":"3553216167497840","name":"道言居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553216167497840","authorIdStr":"3553216167497840"},"themes":[],"htmlText":"去年盈利还是亏损","listText":"去年盈利还是亏损","text":"去年盈利还是亏损","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332918222","repostId":"1117095966","repostType":2,"repost":{"id":"1117095966","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1610117560,"share":"https://www.laohu8.com/m/news/1117095966?lang=&edition=full","pubTime":"2021-01-08 22:52","market":"us","language":"zh","title":"哔哩哔哩创历史新高,最早本周末递交回港上市申请","url":"https://stock-news.laohu8.com/highlight/detail?id=1117095966","media":"老虎资讯综合","summary":"1月8日美股盘初,哔哩哔哩续刷历史新高,截至发稿,哔哩哔哩涨6.72%,盘中最高报120.03美元,总市值超400亿美元。此前消息称,哔哩哔哩最早于本周末向港交所递交二次上市申请。一位知情人士表示,哔","content":"<p>1月8日美股盘初,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>续刷历史新高,截至发稿,哔哩哔哩涨6.72%,盘中最高报120.03美元,总市值超400亿美元。</p><p><img src=\"https://static.tigerbbs.com/1474a7390c66914ebf28580af187256e\" tg-width=\"840\" tg-height=\"470\"></p><p>此前消息称,<b>哔哩哔哩最早于本周末向港交所递交二次上市申请。</b>一位知情人士表示,哔哩哔哩正在为赴港二次上市做准备,集资可能超过20亿美元,高于去年预期的10亿美元和15亿美元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>哔哩哔哩创历史新高,最早本周末递交回港上市申请</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n哔哩哔哩创历史新高,最早本周末递交回港上市申请\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-08 22:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月8日美股盘初,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>续刷历史新高,截至发稿,哔哩哔哩涨6.72%,盘中最高报120.03美元,总市值超400亿美元。</p><p><img src=\"https://static.tigerbbs.com/1474a7390c66914ebf28580af187256e\" tg-width=\"840\" tg-height=\"470\"></p><p>此前消息称,<b>哔哩哔哩最早于本周末向港交所递交二次上市申请。</b>一位知情人士表示,哔哩哔哩正在为赴港二次上市做准备,集资可能超过20亿美元,高于去年预期的10亿美元和15亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5864d278f2595d2e7918e2cb2d118419","relate_stocks":{"BILI":"哔哩哔哩"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117095966","content_text":"1月8日美股盘初,哔哩哔哩续刷历史新高,截至发稿,哔哩哔哩涨6.72%,盘中最高报120.03美元,总市值超400亿美元。此前消息称,哔哩哔哩最早于本周末向港交所递交二次上市申请。一位知情人士表示,哔哩哔哩正在为赴港二次上市做准备,集资可能超过20亿美元,高于去年预期的10亿美元和15亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}