騰訊(00700.HK):冀培養「視頻號」內容豐富生態 內地互聯網群雄並起應互相學習
騰訊(00700.HK)今日(20日)舉行股東週年大會,總裁劉熾平指短視頻是公司相當關注的領域,在過去數年快速發展下,內地網民亦花很多時間觀看短視頻,公司認為當行業發展進入「深水區」,網民對內容的質量、細分市場及種類就有更多要求。他認為公司在短視頻的下一步是要找到面向未來的趨勢,強調旗下產品培養了數個差異化的短視頻生態,其中一個是基於微信的「視頻號」,內容創作者可透過帳號與用戶群互動,其發展亦相當健壯,下一步冀為內容創作者賦能,例如是提供工具或變現體系,不斷培養「視頻號」的內容,另一方面亦冀「長短融合」,藉公司在長視頻的投入及市場領先地位,與短視頻的內容製作生態融合,為用戶提供差異化內容、豐富生態。
在海外擴張方面,劉熾平指公司一直有戰略布局海外發展,一方面是透過投資於海外不同地方最優秀的互聯網科技公司和團隊,利用其團隊及能力、結合公司在中國的發展經驗等互動,認為有成效並屬騰訊的重要策略之一,因為在世界各地都有本土文化及團隊,如透過「空降」模式去做,倒不如支持本地團隊發展其業務,對當地發展而言亦是好事。
另一方面公司在遊戲市場上亦有往外走,並與海外公司合作,以《PUBG Mobile》為例就是與外國夥伴一同開發的產品,而去年公司遊戲業務有兩成收入均是由海外貢獻,認為相關發展不錯。
在內地市場方面他認為雖然中國互聯網群雄並起,但強調重點不是競爭而是要互相學習,公司冀繼續服務好用戶並加強產品技術與能力。
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