里昂发表报告指,网易云音乐和腾讯音乐过去一周股价表现落后,因市场忧虑字节跳动旗下汽水音乐带来的竞争加剧。在用户快速增长的背景下,汽水音乐过去一年在内容及变现策略上保持一致,没有显著变化。该行认为,由于各平台战略定位及产品差异化,直接爆发正面竞争的风险较低,重申对网易云音乐和腾讯音乐“跑赢大市”评级。
里昂发表报告指,网易云音乐和腾讯音乐过去一周股价表现落后,因市场忧虑字节跳动旗下汽水音乐带来的竞争加剧。在用户快速增长的背景下,汽水音乐过去一年在内容及变现策略上保持一致,没有显著变化。该行认为,由于各平台战略定位及产品差异化,直接爆发正面竞争的风险较低,重申对网易云音乐和腾讯音乐“跑赢大市”评级。
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