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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)
阿思達克 02-05 12:19
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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