流媒体音乐

Search documents
AI、短视频、短剧……让我们变蠢了吗? | 新刊发售
第一财经· 2025-08-14 15:32
Core Viewpoint - The article discusses the impact of the internet and modern entertainment on human attention spans, suggesting that the issue is more about choice and strategy rather than capability [5][22]. Group 1: Overview - The article highlights that by 2025, 5.65 billion people will use the internet, representing 68.7% of the global population, with adults spending an average of 6 hours and 38 minutes online daily, a figure that has remained stable over the past decade [3]. - It raises concerns about how various forms of entertainment, such as short videos and AI, are competing for limited attention, leading to a fragmented entertainment landscape [3][68]. Group 2: Music Industry - The article notes that the rise of a musician named "揽佬" on Spotify, surpassing Jay Chou, exemplifies how the internet has restructured the music industry, focusing on producing "hit songs" through strategic resource allocation based on audience feedback [9][14]. Group 3: Short Drama Market - The short drama market is maturing, with production companies still anxious about capturing audience attention despite their established presence [14]. - The article emphasizes the shift in career paths for young professionals, who are increasingly drawn to roles in content creation for lower-tier markets due to the significant traffic these platforms generate [17]. Group 4: Attention Management - Nir Eyal, author of "Hooked," argues that individuals must take responsibility for their attention management rather than blaming technology companies, emphasizing the importance of personal choice in how time is spent [22]. Group 5: Fast Food Industry - The article discusses the transformation of the fast food industry, particularly the "坪效之王" 南城香, which is adapting to new economic cycles by testing a weight-based pricing model in its Beijing locations [28]. Group 6: F1 Industry - The article outlines the evolution of Formula 1 from a niche sport dominated by European elites to a global entertainment product aimed at younger audiences, initiated by an American media company's acquisition eight years ago [31].
美股异动|腾讯音乐盘前涨超1.6% 机构指流媒体音乐行业长期抗宏观逆风韧性强
Ge Long Hui· 2025-07-29 08:33
腾讯音乐(TME.US)盘前涨超1.6%,报21.95美元。消息面上,东方证券研报指,流媒体音乐行业长期抗 宏观逆风韧性强,2021~2024中国流媒体音乐行业收入CAGR 22%,大幅跑赢社零。其次,有声内容的 持续扩容和粉丝经济业务精细化运营有望驱动音乐平台流量从存量博弈转变为用户增长。另外,头部版 权经营杠杆持续优化驱动毛利率增长,AI有望驱动供给去中心化。该行建议关注腾讯音乐,预计下半 年开始收购整合将持续推进,一方面稳住Kpop用户,一方面引入长音频新增用户。(格隆汇) ...