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《专题》券商对哔哩哔哩(09626.HK)与国际同业每MAU价值预测比较(表)
阿思达克 03-18 12:41
(一)美银证券

美银证券於3月中发表报告,列出对哔哩哔哩(09626.HK)(BILI.US)与国际同业每MAU(月活跃用户)在2020年第三季市值预测比较:

社交平台营运商│去年第三季月活跃用户(MAU)│按年增长

腾讯(00700.HK)(微信、Wechat及移动QQ)│18.3亿户│+1%

字节跳动(抖音、头条新闻及火山)│11亿户│+11%

快手(01024.HK)│7.69亿户│-

微博(WB.US)│5.11亿户│+3%

哔哩哔哩(09626.HK)(BILI.US)│1.97亿户│+54%

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Facebook(FB.US)│27.4亿户│+12%

Snap(SNAP.US)│3.47亿户│+16%

Twitter(TWTR.US)│4.1亿户│+24%

Pinterest(PINS.US)│4.42亿户│+37%

LINE(3938.JP)│1.67亿户│+2%

Kakao(035720.KS)│5,200万户│+2%

社交平台营运商│美银证券对哔哩哔哩去年第三季每MAU价值预测

腾讯│438美元

字节跳动│164美元

快手│243美元

微博│24美元

哔哩哔哩│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

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(二)华泰证券

此外,华泰证券3月初发表报告,亦列出对哔哩哔哩与国际同业每MAU(月活跃用户)市值预测:

社交平台营运商│今年MAU预测│今年每MAU价值预测

哔哩哔哩│2.51亿户│165.8美元

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社交平台营运商│去年第三季MAU预测│去年第三季每MAU价值预测

-手游

腾讯│12.13亿户│675.8美元

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-直播

腾讯音乐(TME.US)│6.46亿户│66.8美元

欢聚时代(YY.US)│4,130万户│230.7美元

陌陌科技(MOMO.US)│1.136亿户│29.2美元

虎牙(HUYA.US)│1.73亿户│35.9美元

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平均-直播企业│-│90.6美元

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-广告

百度(09888.HK)(BIDU.US)│5.44亿户│177.7美元

微博│5.11亿户│24.4美元

Facebook│29.1亿户│252.1美元

Twitter│1.87亿户│328.9美元

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

平均-广告企业│-│195.8美元

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-电商

京东(09618.HK)│4.42亿户│332.6美元

唯品会(VIPS.US)│4,340万户│582.4美元

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平均-电商企业│-│322.6美元

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