「这个预期如何？」23 年互联网广告预期增长 20%+，电商广告会强于信息流。信息流中，抖音、B 站、腾讯会高于行业。B 站的 Story-mode 和腾讯的视频号给后二者带来主要增量贡献。腾讯中，朋友圈互联网客户为主，集中在网络服务、游戏、教育、互联网医疗等，单个 CPM50-60 元。视频号以电商化为主（这也是管理层说的二者不冲突的原因），单个 CPM20-25 元，与抖音相当，快手单个 CPM5-10 元弱于二者。腾讯控股.HK 哔哩哔哩-W.HK 快手-W.HK
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