盤中異動 | 騰訊再漲近3%,月內累漲逾17%,高盛看好微信視頻號增量前景
1月11日,$騰訊控股(00700.HK)$再漲近3%,月內累計漲幅超17%。截至發稿,該股漲2.7%,報372.2港元,成交額55.01億港元。
消息面上,1月10日,在2023微信公開課上,微信公開課講師劉澤霖透露,目前視頻號用戶總使用時長接近朋友圈80%,基於算法的推薦播放量同比上年增長400%,創作者活躍度同比漲幅超過100%。2022年,視頻號泛娛樂內容播放量同比增長超185%,泛生活內容播放量同比增長291%,泛知識內容播放量較上年同期增長109%,泛新聞內容同比增長237%。萬粉作者數量同比增長308%,爆款內容數量同比增長186%。2023年戰略爲:直播探索新的變現模式,持續豐富內容垂類;電商提升基礎能力建設,公私域流量融合。
高盛發佈研報稱,對2023年微信視頻號增量前景持積極態度。雖然該行認爲在重新開放的背景下用戶的總花費時間將減少,但微信視頻號憑藉其多樣化的內容類別及強大的創作者生態系統,增量時間將保持穩定;預計視頻號貨幣化將進一步加速。該行維持騰訊“買入”評級,維持目標價422港元。
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