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加速泛化的B站

中泰证券研究2021-02-02

本篇报告旨在通过分析B站2015~2020年6年间UP主上传内容数量、类型等的变化（注：数据为手动分析官网数据，若与官方披露存在误差，则以官方数据为准），来剖析B站当前所处的发展阶段和未来发展潜力： 1）B站UP主与内容量大幅提升：2020年年初开始，平台内容数量出现明显跃升，截至2020Q4平台单季度上传内容数量较去年同期增长142%，其背后原因是由于大量新人UP主的涌入，B站2020年新增新人...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

咯咯
·2021-02-06
为啥不赶超抖音，而要赶超快手呢，是觉得快手弱吗
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旋风家居小王子
·2021-02-04
快手一万亿，B站至少该1.5万亿
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- 薄荷味儿大叔:
  还没找到盈利模式，大家都是下次一定 [可爱]
  2021-02-05
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- 此鱼贤:
  难哦，B站现在甚至还没开始盈利
  2021-02-05
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ryumine
·2021-02-04
中国也需要一和YouTube，至于是西瓜还是b站难说。或许还有第三方杀出来。目前看b站年轻人多西瓜整体用户体量大。我只是想有个没广告的网站看番，所以才买了b站股票以试支持
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源码
·2021-02-04
看来98亿还是没花完啊！$哔哩哔哩(BILI)$
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昨夜梦见你
·2021-02-04
牛逼
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王抖抖
·2021-02-04
扯淡呢，B站都是一二线年轻人，快手是农村四五六线，人口基数差远了好吗？B站进军国际也是扯淡，意识形态的管控就使得它的内容受到很大限制，随着用户增多只能变得又红又专。
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- 大舅哥回复王抖抖:
  现在的电视广告：上快手分21亿上抖音分20亿这俩都掐起来了。。用户群体差异还大吗。。。
  2021-02-04
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- 王抖抖回复小鸡吃米图:
  个人体验只能参考，毕竟样本太有限。从月活来看（不包括tiktok），这两个软件还是同一水平
  2021-02-04
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- 小鸡吃米图回复王抖抖:
  我特意调查了我妈和我姐也算是快手的老用户了三线城市。他们都不看好快手。因为有抖音。而且提到了快手体验差每次看视频很麻烦最近说才改进
  2021-02-04
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查看更多 2 条评论
毛线侠
·2021-02-03
五亿真的吹nb
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毛线侠
·2021-02-03
五亿就吹nb，我深度b站用户，出门聊天十个人能碰上一个看b站的，还都是年轻人，不算中老年的
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- 毛线侠:
  全球都看b站？youtube怎么办？看看youtube就知道，论内容比b站好多了，更有深度，华语内容在外网小众的小众
  2021-03-14
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- 然短线小能手:
  bilibili向欧美及其他国家进发了，按全球市场5亿真不多
  2021-02-03
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旅行者阿Q
·2021-02-03
B站是年轻人的专区，看好B站的未来
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- 马甲:
  未来反应到股价了。逼死爱奇艺，学习Tx挣钱法。
  2021-02-04
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[可爱]","text":"还没找到盈利模式，大家都是下次一定 [可爱]","html":"还没找到盈利模式，大家都是下次一定 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