快手加码短剧背后:支柱业务陷入增收困境,用户规模趋顶,电商GMV失速

大众证券报
07 Jan

证券之星 李若菡据新浪科技近期报道,快手(01024.HK)向短剧合作方推出了全新的商业变现模式,即付费短剧会员。证券之星注意到,市场对该模式能否跑通抱有迟疑态度。一方面,监管力度不断加强,短剧正从早期的野蛮式生长转向精品化发展的阶段。另一方面,免费短剧将逐渐成为市场主流,付费型短剧可能会越来越少。快手加码短剧的背后,与其营收主力军--线上营销服务营收增速放缓有关。尤其是在内循环广告收入疲软的情况...

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