券商列出快手(01024.HK)與同業單月活躍用戶廣告價值、GMV預測對比(表)
華創證券發表報告表示,列出快手(01024.HK)與內地同業2020年單月活躍用戶廣告價值對比
股份│2020年單月活躍用戶廣告價值預測(人民幣)
-電商平台
阿里巴巴(009988.HK)│273.05元
京東(09618.HK)│50.57元
拼多多(PDD.US)│31.88元
-內容平台
抖音│189.39元
快手(01024.HK)│47.06元
芒果TV│21.87元
小紅書│21.28元
愛奇藝(IQ.US)│12.45元
嗶哩嗶哩(BILI.US)│11.17元
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華創證券亦列出快手與其他互聯網公司網站成交金額(GMV)對比:
股份│年GMV│電商日活躍用戶│單日活躍用戶日均ARPU│
阿里(按2019年)│6.59萬億人幣│3.6億│50.1元人幣
京東(按2019年)│2.09萬億人幣│7,000萬│81.6元人幣
拼多多(按2019年)│1.01萬億人幣│2.8億│9.8元人幣
快手(2020年預測)│2,500億人幣│1億│6.8元人幣
抖音(2020年預測)│1,200億人幣│料幾千萬│料3至6元人幣
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