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《專題》券商對嗶哩嗶哩(09626.HK)與國際同業每MAU價值預測比較(表)
阿思達克 03-18 12:41
(一)美銀證券

美銀證券於3月中發表報告,列出對嗶哩嗶哩(09626.HK)(BILI.US)與國際同業每MAU(月活躍用戶)在2020年第三季市值預測比較:

社交平台營運商│去年第三季月活躍用戶(MAU)│按年增長

騰訊(00700.HK)(微信、Wechat及移動QQ)│18.3億戶│+1%

字節跳動(抖音、頭條新聞及火山)│11億戶│+11%

快手(01024.HK)│7.69億戶│-

微博(WB.US)│5.11億戶│+3%

嗶哩嗶哩(09626.HK)(BILI.US)│1.97億戶│+54%

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Facebook(FB.US)│27.4億戶│+12%

Snap(SNAP.US)│3.47億戶│+16%

Twitter(TWTR.US)│4.1億戶│+24%

Pinterest(PINS.US)│4.42億戶│+37%

LINE(3938.JP)│1.67億戶│+2%

Kakao(035720.KS)│5,200萬戶│+2%

社交平台營運商│美銀證券對嗶哩嗶哩去年第三季每MAU價值預測

騰訊│438美元

字節跳動│164美元

快手│243美元

微博│24美元

嗶哩嗶哩│209美元

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Facebook│275美元

Snap│249美元

Twitter│130美元

Pinterest│97美元

LINE│76美元

Kakao│686美元

-----------------

(二)華泰證券

此外,華泰證券3月初發表報告,亦列出對嗶哩嗶哩與國際同業每MAU(月活躍用戶)市值預測:

社交平台營運商│今年MAU預測│今年每MAU價值預測

嗶哩嗶哩│2.51億戶│165.8美元

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社交平台營運商│去年第三季MAU預測│去年第三季每MAU價值預測

-手遊

騰訊│12.13億戶│675.8美元

--------------------------------

-直播

騰訊音樂(TME.US)│6.46億戶│66.8美元

歡聚時代(YY.US)│4,130萬戶│230.7美元

陌陌科技(MOMO.US)│1.136億戶│29.2美元

虎牙(HUYA.US)│1.73億戶│35.9美元

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平均-直播企業│-│90.6美元

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-廣告

百度(09888.HK)(BIDU.US)│5.44億戶│177.7美元

微博│5.11億戶│24.4美元

Facebook│29.1億戶│252.1美元

Twitter│1.87億戶│328.9美元

--------------------------------

平均-廣告企業│-│195.8美元

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-電商

京東(09618.HK)│4.42億戶│332.6美元

唯品會(VIPS.US)│4,340萬戶│582.4美元

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平均-電商企業│-│322.6美元

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