$TENCENT(00700)$ Nowadays, many big Vs and media are saying that Tencent’s surge is due to the fact that DNF will be popular if it is immediately launched on the shelves, and that DNF caused a commotion. This misses the point at all. It is difficult to say whether DNF can meet expectations. Even if it does, it will not be good for the current situation. The factory's revenue and profit contribution are really limited. The main reason for Tencent's current rise is that the video account is developing so fast. When I use it for 2 hours a day, my experience has surpassed that of Douyin. Many friends and relatives around me have also switched from Douyin to video account. After asking about the reason for switching platforms, I found that in addition to the convenience of sharing video accounts, Douyin still has four major shortcomings that greatly affect the experience. The first following page cannot automatically scroll up (a very strange design, the recommended page is fine), and the second The second is that the long-press acceleration can never find the location (the recognition range is very small). Can't it be made into full-screen or half-screen long-press acceleration? It is really unfriendly to people like me who need to accelerate even when watching short videos. The second The third is that there are so many Guangzi, it feels like they account for more than one-third. The fourth is that there are too many non-nutritious live broadcasts. Most of the live broadcasts have quite boring content. I just come to watch short videos or watch the live broadcasts of people I like. I'm not here to see the ads. . . . I can understand the last two questions. Platform anchors want to make money. Why did they not change the first two for so long? Operations may not be Goose Factory's strong point. In the early stages of the product, let alone bytes, Weibo could not do it. However, the ultimate product experience is the core corporate culture of Goose Factory. Now that the short video and live broadcast models are very mature, there is no need to do too much. With multiple operations and anchors publishing on multiple platforms, the in-depth product polishing and rapid iteration of video accounts may one day bring down Douyin. At that time, the market value of Goose Factory will not be as simple as the current market value plus the market value of Douyin.
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