以下文章来源于哈佛商业评论 ，作者刘玥 哈佛商业评论 . 《哈佛商业评论》创建于1922年，是哈佛商学院的标志性杂志，被全球商界誉为"管理圣经"。 更多管理智慧，请登录《哈佛商业评论》中文版官方网 站：www.hbr-caijing.com " 用AI赢得「注意力之战」。 " 作者丨刘玥 文章来源丨 哈佛商业评论 今年 4 月，在北京的一场影视行业论坛上，爱奇艺基础架构与智能分发事业群总裁刘文峰正通过大屏幕演示手机端的一个新功能"跳看"：前一秒还是画师在 寺庙中留下一幅未完成点睛的画作，手指一滑，屏幕中一个黑衣人潜入寺中，还未走出几步，便在惊雷中暴毙而亡。一段原本 8 分钟的开场戏，就浓缩成 3 分钟，紧凑又充满悬念。 当一众编剧导演还在惊叹 AI 时代长视频的观看逻辑快要被颠覆时，距离北京 1400 公里外的横店片场，导演金哲勇正盯着眼前的监视器。屏幕上，演员土豆 正踏过青山、草原和沙漠，每一次晨昏交汇的光线映照在他脸上、树影间、戈壁处都留下了光阴的印迹。但其实，他只是在摄影棚内的跑步机上挥汗如雨，身 后没有绿幕，也没有繁复的置景，只有一块 500 平米的沉浸式 LED 幕墙。 这场戏所有背景视频素材都是在 ...

以下文章来源于华商韬略 ，作者华商韬略 成立仅2年的"红果短剧"，爆了！ 不但月活用户达到1.73亿，是短剧APP后四位用户总和的3倍，断崖式领先；不但平台用户领先，也更爆品频出，仅2025年就有10多部"10亿级"短剧横空出世；不 但外部对手望尘莫及，就连"自家兄弟"抖音，都只能甘拜下风…… 如此短的时间，如此强的业绩，除了有大树可乘，它还有什么本事？ 颠覆 2023年初，北京，字节跳动总部灯火通明。 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 作者：熊剑辉 来源：华商韬略（ID：ID：hstl8888） "付费派"主张，付费的商业模式已彻底跑通，字节应火速下场，打造付费短剧APP掘金。 "免费派"则认为，付费模式通常出现在行业培育期，当种子用户足够、观剧习惯养成、商业模式跑通，字节更应以免费模式下场，完成行业反超…… 究竟孰是孰非？ 张超心里其实已有答案，《无双》1.2亿流水营收背后，8000多万的投流，让他对付费没那么乐观。 付费短剧确实赚钱快，但七成收入要拿去做投流、搞推广，制作方真正到手所剩无几。 而观众看剧，一部就要花几十、上百块，堪比一部电影。 会议室里，气氛热烈。一场讨论，正如火如荼进行。 ...

Core Insights - Roblox stock has surged to $100 per share for the first time, driven by a nearly 21% increase in June, attributed to the popularity of a specific game and positive analyst recommendations [1][2] Group 1: Stock Performance - Roblox stock experienced significant growth, reaching $100 per share, with a notable 21% increase in June [1] - Analysts have issued positive updates on Roblox's stock, with several raising their price targets following strong first-quarter results [2] Group 2: Analyst Recommendations - Piper Sandler analyst Thomas Champion raised his price target for Roblox from $85 to $105, maintaining an overweight (buy) recommendation [4] - Champion's adjustment was based on the company's effective content promotion and the success of the game "Grow a Garden" [5] Group 3: Game Popularity - "Grow a Garden" has achieved over 12 billion lifetime visits since its launch in late March, surpassing Fortnite in concurrent users during June [6] - The game's explosive growth contributed significantly to the surge in Roblox's stock price [6] Group 4: User Growth and Financials - Roblox reported a 26% year-over-year increase in average daily active users (DAU), reaching almost 98 million [8] - Revenue growth exceeded user growth, with a 29% rise to over $1 billion in the most recently reported quarter [8]

Accessibility StatementSkip Navigation As one of Asia's most influential international TV exchange platforms, the event brings together senior executives and industry leaders for insightful discussions. It also hosts the prestigious Magnolia Awards, which this year attracted nearly 1,000 entries from 43 countries and regions. iQIYI received 29 nominations across 13 titles, including "City of the City," nominated for "Best TV Series (China)," and "The King of Stand-up Comedy" for "Best Variety Program." Meet ...

Group 1 - Bilibili has achieved profitability for three consecutive quarters since Q3 2024, indicating an acceleration in its commercialization efforts [1] - The platform has successfully initiated a positive feedback loop between commercialization and content innovation, necessitating a re-evaluation of its true marketing value as the internet user value dividend reaches its ceiling [3] - Bilibili's user base has aged slightly, with an average age of 26 in 2025, while still maintaining a youthful, highly engaged demographic capable of spending [5][8] Group 2 - The platform's mass-market evolution has not diluted its youth-oriented DNA, with students and young professionals continuing to inject new vitality into the community [6] - Bilibili's monthly active users had an average age of 26 as of April 2025, with 62.25% aged 16-35, and a growing presence of female users, who accounted for 44% of active users [8][9] - Content consumption in categories such as maternity and parenting rose 76% YoY, indicating a shift in user interests and engagement [10] Group 3 - Bilibili's content strategy includes a focus on Occupationally Generated Video (OGV) to build a robust IP matrix, enhancing brand value and monetization opportunities [16][17] - The platform has cultivated a range of niche, small-format shows that explore social issues and Gen Z lifestyles, achieving viral success through a combination of OGV, PUGC, and UGC [22] - Original Chinese animation has become a core focus, with 67% of ACG users actively consuming it, driving monetization through various channels [23][24] Group 4 - Bilibili has built a rich matrix of cultural IPs, fostering a strong sense of trust and identity among users, which enhances brand participation in its ecosystem [30] - The platform's connection of "Youthful Expression" with young users enables deep emotional value through companionship and shared growth, facilitating long-term user engagement [32] - Bilibili's community atmosphere amplifies user feedback, creating valuable opportunities for small and mid-sized brands to achieve strong conversion rates [34][35] Group 5 - Bilibili is redefining the future of "Youth Marketing" through a positive "Content - User - Commerce" cycle, evolving from a niche ACG community to a profitable content platform [37] - The platform serves as a cultural and emotional companion to youth cohorts, providing an irreplaceable space for brands to connect authentically with young audiences [38] - By leveraging content to engage young users, Bilibili is fueling a virtuous cycle that lays a long-term foundation for future growth [39]

21世纪经济报道记者贺泓源、实习生李晴 报道 另外，认养一头牛还借着剧集大热，推出了岭南妃子笑荔枝风味发酵乳和茉莉荔枝风味鲜牛乳冰淇淋两 款限定新品。前述新品也对《长安的荔枝》做了投放。 以上种种，都显示出，市场对于《长安的荔枝》的认可。 需要看到的是，当下，热度最高的剧集并非《长安的荔枝》。 云合数据显示，在6月17日的热播剧排名中，《临江仙》排名第一，《长安的荔枝》排名第二。 《长安的荔枝》对腾讯视频来说是笔好买卖。 据21世纪经济报道记者不完全统计，截至2025年6月18日，该剧投放品牌已超30家。包括天猫、唯品 会、脉动、五粮春、奥利奥、长安汽车、滴滴租车、百威、农夫山泉等头部品牌。 从产品端，百果园在《长安的荔枝》预热期就推出了"贵妃同款"A级妃子笑荔枝；瑞幸也推出了与该剧 联名的多款产品。 从乳业的"过饱和"投放，也能感受到市场对于《长安的荔枝》的热情。包括飞鹤、爱他美、美赞臣、海 普洛凯在内的诸多婴配粉品牌，伊利旗下舒化奶、甄稀冰淇淋、安慕希酸奶、宫酪，蒙牛旗下每日鲜语 等均在该剧有所投放。 显然，从招商上，《长安的荔枝》要比《临江仙》成熟。 背后的腾讯视频功不可没。 "《长安的荔枝》的荔枝整体 ...

在内部发文中，腾讯强调，这是腾讯视频在内容力和商业效率均取得显著突破的里程碑之际所做的又一 次管理升级，希望瞄准下一阶段发展目标，加大AI等新技术投入，探索新的潜在机会，进一步提升内 容影响力。 根据腾讯内部发文，孙忠怀将带领团队负责在线视频BU重大业务与管理决策、把握战略方向、指导业 务发展；与此同时，还将带领团队聚焦腾讯视频内容和品牌影响力的持续提升，并加强海外业务开拓、 集团跨板块的IP和内容联动、内容类AI创新等领域的探索，向平台与内容事业群总裁任宇昕汇报。 据了解，腾讯视频近年来的业务表现，在腾讯内部获得了高度认可。业务的高歌猛进和新机会的出现， 驱动了本次管理架构的升级。 新浪科技讯 6月11日下午消息，腾讯平台与内容事业群在线视频BU发文宣布，设立在线视频BU 执行委 员会，作为核心决策小组，对在线视频BU的重大业务和管理事宜进行集体决策。核心决策小组由孙忠 怀、王娟、马延琨组成。 核心管理团队的职务也做了升级，孙忠怀升任在线视频BU董事长，王娟和马延琨则升任在线视频BU联 席总裁，并分别兼任CCO（首席内容官）和COO（首席运营官）。两人共同参与在线视频BU的重大业 务与管理决策工作，向在线视 ...

腾讯在线视频BU管理机制升级：成立执行委员会 孙忠怀任董事长 金十数据6月11日讯，腾讯平台与内容事业群在线视频BU发文宣布，设立在线视频BU执行委员会，作 为核心决策小组，对在线视频BU的重大业务和管理事宜进行集体决策。核心决策小组由孙忠怀、王 娟、马延琨组成。在这次管理升级中，腾讯视频还专门成立了AI影视表达工作室。 （一财） ...

Bilibili (BILI) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The upward trend in estimate revisions for this Chinese video sharing website reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between t ...

Core Insights - Tencent Video has upgraded its revenue-sharing policy for vertical short dramas, introducing three collaboration models: exclusive, non-exclusive first release, and non-exclusive non-first release [1][2] - The new revenue-sharing structure includes a base share and an incentive share, with varying rates based on the type of collaboration [5][6] Group 1: Policy Changes - The exclusive base rate is set at 1.5 yuan/hour, with an incentive rate of 3 yuan/hour for views exceeding 1 million minutes [1][6] - Non-exclusive first release has a base rate of 1 yuan/hour and an incentive rate of 2 yuan/hour, while non-exclusive non-first release has a base rate of 0.3 yuan/hour and an incentive rate of 0.6 yuan/hour [1][6] - This marks the third adjustment to the vertical short drama policy by Tencent Video in 2023, indicating a proactive approach to enhance content offerings [2][5] Group 2: Content Strategy - Tencent Video is focusing on optimizing its business model to attract quality projects and accelerate the production of original content [3][10] - The platform has launched over 20,000 vertical short dramas covering diverse themes, with a significant portion available for free viewing without ads [8][10] - Tencent Video has also entered the self-produced vertical short drama market, planning to release 25-30 original works monthly [10][14] Group 3: Market Positioning - Tencent Video's strategy contrasts with other long-video platforms, as it aims to balance both paid and free content while actively participating in content production [11][12] - The company is not under immediate pressure to monetize short content, allowing it to explore and refine its approach to vertical short dramas [12][14] - The competitive landscape includes platforms like Douyin and Hongguo, making Tencent Video's entry into vertical short dramas a strategic necessity despite the challenges of market saturation [12][14]