22q1财报,mixed bag。DAU1.96bn vs consensus 1.94,31m net added qoq,beat,a return to growth after the first ever decline last q.营收 27.9bn,6.6% yoy,vs consensus 28.21, miss,其中ad impression +15% yoy,price per ad -8% yoy。net i...
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有见地
短视频在占有用户时间上竞争优势大,但社交功能不足很明显,对现有社交龙头的存量用户还没太大冲击,倒是短视频龙头会有被反击的隐忧
比腾讯便宜多了