一表列出大摩對內地網企於電商、網遊、網民使用時間等各領域市場份額預測
就內地市監局近日發布《關於平台經濟領域的反壟斷指南》,潛在實行新的反壟斷措施,令市場關注內地互聯網企業的平台情況,摩根士丹利發表報告,列出對內地互聯網企業各領域市場份額預測:
(1)電子商務(按今年成交總額(GMV)預測)市場份額
股份│內地電務市場份額
阿里巴巴(09988.HK)│59%
京東(09618.HK)│20%
拼多多│13%
(2)網遊(按今年收入預測)
股份│內地網遊市場份額
騰訊(00700.HK)│61%
網易(09999.HK)│18%
(3)餐飲外賣(按今年整體交易額預測)
股份│內地餐飲外賣市場份額
美團(03690.HK)│65%
阿里巴巴│35%
(4)搜尋(按2019年流量預測)
股份│內地搜尋市場份額
百度│67%
搬狐│19%
神馬│7%
(5)音樂(按2019年收入預測)
股份│內地音樂市場份額
騰訊音樂│71%
網易│20%
(6)線上閱讀(按月活躍用戶人數預測)
股份│內地線上閱讀市場份額
閱文集團(00772.HK)│50%
(7)線上旅遊代理(OTA,Online Travel Agency)(按去年訂房量計)
股份│內地線上旅遊代理市場份額
美團│49%
攜程│26%
同程藝龍(0780.HK)│14%
(8)視頻(按2019年收入預測)
股份│內地)視頻市場份額
愛奇藝│36%
騰訊│33%
阿里巴巴│18%
(9)雲-基礎設施即服務(IaaS,按今年上半年收入計)
股份│雲-基礎設施即服務市場份額
阿里巴巴│43%
騰訊│12%
中電信(00728.HK)│9%
-----------
大摩亦列出內地互聯網企業於今年9月獲網民使用時間的市場份額預測:
今年9月獲內地網民使用時間的市場份額預測
股份│今年9月網民使用時間的市場份額
騰訊│41%
字節跳動│15%
阿里巴巴│7%
百度│9%
其他│28%
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.