{"id":751,"date":"2021-11-16T21:54:00","date_gmt":"2021-11-16T12:54:00","guid":{"rendered":"https:\/\/1up-life.blog\/?p=751"},"modified":"2021-11-18T20:44:21","modified_gmt":"2021-11-18T11:44:21","slug":"%e5%be%ae%e5%8d%9a%ef%bc%88%e3%82%a6%e3%82%a7%e3%82%a4%e3%83%9c%e3%83%bc%ef%bc%89%ef%bc%88nasdaqwb%ef%bc%892021%e5%b9%b4%e7%ac%ac3%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=751","title":{"rendered":"\u5fae\u535a\uff08\u30a6\u30a7\u30a4\u30dc\u30fc\uff09\uff08NASDAQ:WB\uff092021\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\uff08\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\uff09"},"content":{"rendered":"<p>\u4e2d\u56fd\u6700\u5927\u306eSNS\u3067\u3042\u308b\u5fae\u535a\uff08\u30a6\u30a7\u30a4\u30dc\u30fc\uff09\uff08NASDAQ:WB\uff09\u306e2021\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3059\u3002<\/p>\n<p>\u4e2d\u56fd\u306b\u306f\u6295\u8cc7\u3057\u306b\u304f\u3044\u72b6\u614b\u3067\u3059\u304c\u77e5\u3063\u3066\u3044\u3066\u640d\u306f\u7121\u3044\u9298\u67c4\u3068\u601d\u3044\u307e\u3059\u3002\u682a\u4fa1\u306f2018\u5e742\u6708\u306b\u30d4\u30fc\u30af\u3092\u3064\u3051\u3066\u4ee5\u964d\u305a\u3063\u3068\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<div id=\"attachment_753\" style=\"width: 737px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-753\" class=\"wp-image-753\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/11\/WB_2021-11-16_21-52-36-300x154.png\" alt=\"\u30a6\u30a7\u30a4\u30dc\u30fc\uff08WB\uff09\u682a\u4fa1\" width=\"727\" height=\"373\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/11\/WB_2021-11-16_21-52-36-300x154.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/11\/WB_2021-11-16_21-52-36-1024x524.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/11\/WB_2021-11-16_21-52-36-768x393.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/11\/WB_2021-11-16_21-52-36-940x481.png 940w, https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/11\/WB_2021-11-16_21-52-36.png 1478w\" sizes=\"auto, (max-width: 727px) 100vw, 727px\" \/><p id=\"caption-attachment-753\" class=\"wp-caption-text\">WB\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u5fae\u535a\uff08\u30a6\u30a7\u30a4\u30dc\u30fc\uff09\uff08NASDAQ:WB\uff092021\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>2021\u5e7411\u670811\u65e5\u5348\u524d6\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>Call participants:<br \/>\nUnidentified Speaker<br \/>\nGaofei Wang &#8212; Chief Executive Officer<br \/>\nFei Cao &#8212; Chief Financial Officer<br \/>\nAlicia Yap &#8212; Citigroup &#8212; Analyst<br \/>\nAshley Xu &#8212; Credit Suisse &#8212; Analyst<br \/>\nAlex Ko &#8212; Morgan Stanley &#8212; Analyst<br \/>\nMore WB analysis<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u672c\u65e5\u306f\u304a\u96c6\u307e\u308a\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Weibo 2021\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u306b\u3088\u3046\u3053\u305d\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u30fb\u30a4\u30f3\u30b9\u30c8\u30e9\u30af\u30b7\u30e7\u30f3\u3011 \u30b9\u30d4\u30fc\u30ab\u30fc\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u5f8c\u3001\u8cea\u7591\u5fdc\u7b54\u3092\u884c\u3044\u307e\u3059\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u30fb\u30a4\u30f3\u30b9\u30c8\u30e9\u30af\u30b7\u30e7\u30f3\u3011\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\uff3d<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u4f1a\u8b70\u3092\u30a6\u30a7\u30a4\u30dc\u306e\u7d4c\u55b6\u9663\u306b\u304a\u4efb\u305b\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\u6b63\u4f53\u4e0d\u660e\u306e\u30b9\u30d4\u30fc\u30ab\u30fc<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Weibo\u306e2021\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3078\u3088\u3046\u3053\u305d\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u53c2\u52a0\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u5f53\u793e\u306e\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO\uff09\u306eGaofei Wang\u3068\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO\uff09\u306eFei Cao\u3067\u3059\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306f\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u3067\u3082\u4e2d\u7d99\u3055\u308c\u3066\u304a\u308a\u3001\u30a6\u30a7\u30a4\u30dc\u30fc\u306eIR\u30b5\u30a4\u30c8\u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/p>\n<p>\u7d4c\u55b6\u9663\u306e\u767a\u8a00\u306e\u524d\u306b\u3001\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u95a2\u9023\u3057\u305f\u30bb\u30fc\u30d5\u30cf\u30fc\u30d0\u30fc\u30fb\u30b9\u30c6\u30fc\u30c8\u30e1\u30f3\u30c8\u3092\u304a\u8aad\u307f\u3044\u305f\u3060\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3001\u3059\u306a\u308f\u3061\u78ba\u4fe1\u3084\u671f\u5f85\u3092\u542b\u3080\u6b74\u53f2\u7684\u4e8b\u5b9f\u3067\u306f\u306a\u3044\u8a18\u8ff0\u3092\u884c\u3046\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306b\u306f\u3001\u56fa\u6709\u306e\u30ea\u30b9\u30af\u3068\u4e0d\u78ba\u5b9f\u6027\u304c\u4f34\u3044\u307e\u3059\u3002\u591a\u304f\u306e\u91cd\u8981\u306a\u8981\u7d20\u304c\u3001\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306b\u542b\u307e\u308c\u308b\u5185\u5bb9\u3068\u5b9f\u969b\u306e\u7d50\u679c\u3068\u3092\u5927\u304d\u304f\u7570\u306a\u308b\u3082\u306e\u306b\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u5f53\u793e\u306f\u3001\u672c\u30b3\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u5834\u6240\u306b\u304a\u3051\u308b\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u66f4\u65b0\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u3044\u307e\u305b\u3093\u3002\u3053\u306e\u3088\u3046\u306a\u30ea\u30b9\u30af\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u30ea\u30b9\u30af\u306b\u95a2\u3059\u308b\u8a73\u7d30\u60c5\u5831\u306f\u3001\u30a6\u30a7\u30a4\u30dc\u30fc\u306e\u5e74\u6b21\u5831\u544a\u66f8\uff08Form 20-F\uff09\u3001\u304a\u3088\u3073SEC\u3078\u306e\u305d\u306e\u4ed6\u306e\u63d0\u51fa\u66f8\u985e\u306b\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u672c\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3067\u63d0\u4f9b\u3055\u308c\u308b\u3059\u3079\u3066\u306e\u60c5\u5831\u306f\u3001\u672c\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u306e\u65e5\u4ed8\u306e\u6642\u70b9\u3067\u767a\u751f\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306f\u3001\u9069\u7528\u6cd5\u3067\u7fa9\u52d9\u4ed8\u3051\u3089\u308c\u3066\u3044\u308b\u5834\u5408\u3092\u9664\u304d\u3001\u3053\u308c\u3089\u306e\u60c5\u5831\u3092\u66f4\u65b0\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u3044\u307e\u305b\u3093\u3002<\/p>\n<p>\u3055\u3089\u306b\u3001\u672c\u65e5\u306e\u8aac\u660e\u306b\u306f\u3001\u682a\u5f0f\u30d9\u30fc\u30b9\u306e\u5831\u916c\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u8cbb\u7528\u3092\u9664\u3044\u305f\u3001\u7279\u5b9a\u306e\u975eGAAP\u6307\u6a19\u304c\u542b\u307e\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u304a\u65ad\u308a\u3057\u3066\u304a\u304d\u307e\u3059\u3002\u5f53\u793e\u306f\u3001\u30a6\u30a7\u30a4\u30dc\u30fc\u306e\u6bd4\u8f03\u696d\u7e3e\u304a\u3088\u3073\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u7406\u89e3\u3092\u6df1\u3081\u308b\u305f\u3081\u306b\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306eNon-GAAP\u8ca1\u52d9\u6307\u6a19\u306f\u3001\u5c06\u6765\u306e\u73fe\u91d1\u652f\u51fa\u304c\u898b\u8fbc\u307e\u308c\u306a\u3044\u3001\u3042\u308b\u3044\u306f\u6027\u8cea\u4e0a\u975e\u7d4c\u5e38\u7684\u3067\u3042\u308b\u3001\u3042\u308b\u3044\u306f\u5f53\u793e\u306e\u4e2d\u6838\u7684\u306a\u696d\u7e3e\u3084\u898b\u901a\u3057\u3092\u793a\u3059\u3082\u306e\u3067\u306f\u306a\u3044\u7279\u5b9a\u306e\u8cbb\u7528\u3001\u640d\u76ca\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u9805\u76ee\u3092\u9664\u5916\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306eNon-GAAP\u6307\u6a19\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306f\u3001\u5f53\u793e\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u7d4c\u55b6\u9663\u306b\u3088\u308b\u30b3\u30e1\u30f3\u30c8\u306e\u5f8c\u3001\u7c21\u5358\u306a\u8cea\u7591\u5fdc\u7b54\u3092\u884c\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001CEO\u306eGaofei 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Cao\u306b\u8ca1\u52d9\u5831\u544a\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Fei Cao &#8212; \u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n<p>Gaofei\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002Weibo\u306e2021\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3078\u3088\u3046\u3053\u305d\u3002\u307e\u305a\u3001\u30e6\u30fc\u30b6\u30fc\u6307\u6a19\u304b\u3089\u8aac\u660e\u3057\u307e\u3059\u30022021\u5e749\u6708\u3001Weibo\u306eMAU\u3068\u5e73\u5747DAU\u306f\u305d\u308c\u305e\u308c5\u51047,300\u4e07\u4eba\u30682\u51044,800\u4e07\u4eba\u306b\u9054\u3057\u3001\u5b66\u6821\u5e30\u308a\u306e\u5b63\u7bc0\u6027\u3084\u898f\u5236\u306b\u3088\u308b\u9006\u98a8\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u524d\u56db\u534a\u671f\u304b\u3089\u5f15\u304d\u7d9a\u304d\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u5e74\u9593\u30d9\u30fc\u30b9\u3067\u306f\u3001MAU\u304c\u7d045,200\u4e07\u4eba\u3001DAU\u304c\u7d042,300\u4e07\u4eba\u3068\u306a\u308a\u3001\u5805\u8abf\u306a\u7d14\u5897\u6570\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u4e3b\u306b\u3001\u30c1\u30e3\u30cd\u30eb\u304a\u3088\u3073\u30d3\u30c7\u30aa\u5206\u91ce\u306b\u304a\u3051\u308b\u5f37\u529b\u306a\u5b9f\u884c\u529b\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u4eca\u5f8c\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u6226\u7565\u304a\u3088\u3073\u88fd\u54c1\u6226\u7565\u306e\u5b9f\u884c\u306b\u5f15\u304d\u7d9a\u304d\u6ce8\u529b\u3059\u308b\u3068\u3068\u3082\u306b\u3001\u898f\u5236\u74b0\u5883\u306e\u5909\u5316\u306b\u3082\u5bfe\u5fdc\u3057\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u306e12\u5e74\u306e\u7d4c\u9a13\u3068\u3001\u516c\u5171\u306e\u5834\u3067\u306e\u4f1a\u8a71\u306b\u4e0d\u53ef\u6b20\u306a\u5f79\u5272\u3092\u6d3b\u304b\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n<p>\u8ca1\u52d9\u306e\u8a71\u306b\u79fb\u308a\u307e\u3059\u3002\u5ff5\u306e\u305f\u3081\u3001\u79c1\u306e\u6e96\u5099\u3057\u305f\u767a\u8a00\u306f\u3001\u7279\u306b\u65ad\u308a\u306e\u306a\u3044\u9650\u308a\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u696d\u7e3e\u3068\u3059\u3079\u3066\u306e\u524d\u5e74\u540c\u671f\u6bd4\u306b\u7126\u70b9\u3092\u5f53\u3066\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u30012021\u5e74\u7b2c3\u56db\u534a\u671f\u306e\u8ca1\u52d9\u30cf\u30a4\u30e9\u30a4\u30c8\u3092\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002Weibo\u306e2021\u5e74\u7b2c3\u56db\u534a\u671f\u306e\u7d14\u58f2\u4e0a\u9ad8\u306f6\u5104740\u4e07\u30c9\u30eb\u3067\u300130\uff05\u306e\u5897\u52a0\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u55b6\u696d\u5229\u76ca\u306f2\u51044,870\u4e07\u30c9\u30eb\u3067\u300139\uff05\u306e\u5897\u52a0\u3001\u55b6\u696d\u5229\u76ca\u7387\u306f41\uff05\u3067\u3057\u305f\u3002Weibo\u793e\u306b\u5e30\u5c5e\u3059\u308b\u7d14\u5229\u76ca\u306f2\u5104960\u4e07\u30c9\u30eb\u3067\u300137\uff05\u306e\u5897\u52a0\u3001\u7d14\u5229\u76ca\u7387\u306f34\uff05\u3092\u8868\u3057\u3066\u3044\u307e\u3059\u3002\u5e0c\u8584\u5316\u5f8c\u306eEPS\u306f\u30012020\u5e74\u7b2c3\u56db\u534a\u671f\u306e0.66\u30c9\u30eb\u306b\u5bfe\u3057\u30010.90\u30c9\u30eb\u3067\u3057\u305f\u3002<\/p>\n<p>\u3055\u3066\u3001\u53ce\u76ca\u306b\u3064\u3044\u3066\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u8aac\u660e\u3057\u307e\u3059\u30022021\u5e74\u7b2c3\u56db\u534a\u671f\u306eWeibo\u306e\u5e83\u544a\u304a\u3088\u3073\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u53ce\u5165\u306f\u300129\uff05\u5897\u306e5\u51043,760\u4e07\u30c9\u30eb\u3067\u3057\u305f\u3002\u30e2\u30d0\u30a4\u30eb\u5e83\u544a\u53ce\u5165\u306f5\u51044,000\u4e07\u30c9\u30eb[Phonetic]\u3067\u3001\u5e83\u544a\u53ce\u5165\u5168\u4f53\u306e\u7d0493%\u3092\u5360\u3081\u3001\u6628\u5e74\u306e90%\u304b\u3089\u5897\u52a0\u3057\u307e\u3057\u305f\u3002Weibo\u306f\u3001\u30aa\u30ea\u30f3\u30d4\u30c3\u30af\u671f\u9593\u4e2d\u306e\u5805\u8abf\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u50be\u5411\u3001\u5f37\u529b\u306a\u55b6\u696d\u6d3b\u52d5\u306e\u9042\u884c\u3001\u7d99\u7d9a\u7684\u306a\u5e83\u544a\u306e\u6700\u9069\u5316\u306b\u652f\u3048\u3089\u308c\u3001\u5805\u8abf\u306a\u5e83\u544a\u53ce\u5165\u306e\u4f38\u3073\u3092\u5b9f\u73fe\u3057\u307e\u3057\u305f\u3002\u5e83\u544a\u4e3b\u306e\u7686\u69d8\u306b\u306f\u3001\u5927\u304d\u306a\u30a4\u30d9\u30f3\u30c8\u306e\u969b\u306b\u3001\u696d\u754c\u306b\u7279\u5316\u3057\u305f\u5f53\u793e\u306e\u5e83\u544a\u30d7\u30ec\u30a4\u30d6\u30c3\u30af\u3092\u4f7f\u3063\u3066\u300c\u89e3\u8aad\u4e0d\u80fd\u300d\u306a\u60c5\u5831\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u3001\u30a6\u30a7\u30a4\u30dc\u30fc\u3092\u8a55\u4fa1\u3057\u3066\u3044\u305f\u3060\u3044\u3066\u3044\u308b\u3053\u3068\u3092\u5b09\u3057\u304f\u601d\u3044\u307e\u3059\u3002\u53ce\u76ca\u8ca2\u732e\u5ea6\u3067\u306f\u3001FMCG\u30013C\u88fd\u54c1\u3001E\u30b3\u30de\u30fc\u30b9\u304c\u30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\u304b\u3089\u306e\u53ce\u76ca\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u304c\u3001\u30e9\u30a4\u30d6\u30fb\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u4e8b\u696d\u304b\u3089\u306e\u53ce\u76ca\u304c\u6e1b\u5c11\u3057\u305f\u3053\u3068\u3067\u4e00\u90e8\u76f8\u6bba\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n<p>\u30b3\u30b9\u30c8\u3068\u8cbb\u7528\u306b\u76ee\u3092\u5411\u3051\u308b\u3068 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Xu\u3055\u3093\u3067\u3059\u3002\u3054\u8cea\u554f\u3092\u3069\u3046\u305e\u3002<\/p>\n<p>Ashley Xu &#8212; Credit Suisse &#8212; Analyst 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Wang &#8212; 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15\u304c\u30ea\u30ea\u30fc\u30b9\u3055\u308c\u3066\u4ee5\u6765\u3001IDFA\u95a2\u9023\u306e\u8a73\u7d30\u304c\u3059\u3079\u3066\u5b9f\u88c5\u3055\u308c\u3001\u30ea\u30ea\u30fc\u30b9\u3055\u308c\u307e\u3057\u305f\u3002\u3082\u3061\u308d\u3093\u3001\u3053\u306e\u5e83\u544a\u696d\u754c\u306e\u591a\u304f\u306e\u540c\u696d\u4ed6\u793e\u306b\u3082\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u5fae\u535a\u306b\u3064\u3044\u3066\u8a00\u3048\u3070\u3001\u7b2c3\u56db\u534a\u671f\u306b\u306f\u305d\u3053\u307e\u3067\u5927\u304d\u306a\u5f71\u97ff\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u3068\u3044\u3046\u306e\u3082\u3001\u5f53\u793e\u306e\u304a\u5ba2\u69d8\u304c\u5f53\u793e\u3068\u5171\u540c\u3067\u5e83\u544a\u63b2\u8f09\u3092\u884c\u3046\u7406\u7531\u306f\u3001\u5358\u306b\u30dd\u30b8\u30b7\u30e7\u30f3\u304c\u9ad8\u3044\u3068\u3044\u3046\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u3082\u3061\u308d\u3093\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u52b9\u679c\u3084\u60c5\u5831\u767a\u4fe1\u3092\u91cd\u8996\u3057\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u4f8b\u3048\u3070\u3001\u591a\u304f\u306e\u30b2\u30fc\u30e0\u958b\u767a\u8005\u306f\u3001\u65b0\u3057\u3044\u30b2\u30fc\u30e0\u3092\u767a\u58f2\u3059\u308b\u969b\u306bWeibo\u3068\u5354\u529b\u3057\u3088\u3046\u3068\u3057\u307e\u3059\u304c\u3001\u305d\u308c\u306f\u5358\u306b\u9ad8\u3044\u4f4d\u7f6e\u306b\u3044\u308b\u304b\u3089\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u3082\u3061\u308d\u3093\u3001\u65b0\u3057\u3044\u30b2\u30fc\u30e0\u306e\u7279\u5b9a\u306e\u60c5\u5831\u3092\u53ef\u80fd\u306a\u9650\u308a\u5e83\u3081\u3088\u3046\u3068\u3059\u308b\u305f\u3081\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u3082\u3061\u308d\u3093\u7b2c2\u56db\u534a\u671f\u306b\u306fApple\u516c\u5f0f\u306eSKAdNetwork\u306e\u6d88\u8017\u54c1\u6226\u7565\u3078\u306e\u30b5\u30dd\u30fc\u30c8\u3092\u3059\u3067\u306b\u958b\u59cb\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u6700\u7d42\u7684\u306a\u7d50\u679c\u3092\u6539\u5584\u3057\u3001\u6700\u7d42\u7684\u306b\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306b\u975e\u5e38\u306b\u826f\u3044\u52b9\u679c\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n[\u6700\u5f8c\u306b\u306a\u308a\u307e\u3057\u305f\u304c\u3001\u7d50\u8ad6\u304b\u3089\u8a00\u3046\u3068\u3001IDFA\u3084\u30b9\u30af\u30ea\u30fc\u30f3\u958b\u653e\u95a2\u9023\u306e\u5e83\u544a\u306b\u5bfe\u3059\u308b\u898f\u5236\u306e\u305f\u3081\u306b\u3001\u5e83\u544a\u696d\u754c\u5168\u4f53\u306b\u60aa\u3044\u5f71\u97ff\u304c\u51fa\u3066\u304d\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u3082\u3061\u308d\u3093\u3001\u3053\u306e\u3088\u3046\u306a2\u3064\u306e\u898f\u5236\u306f\u3001\u30b9\u30d7\u30e9\u30c3\u30b7\u30e5\u5e83\u544a\u306b\u591a\u304f\u3092\u4f9d\u5b58\u3057\u3066\u3044\u308b\u30a2\u30d7\u30ea\u3084\u3001\u30dd\u30b8\u30b7\u30e7\u30f3\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u306b\u591a\u304f\u3092\u4f9d\u5b58\u3057\u3066\u3044\u308b\u30a2\u30d7\u30ea\u306b\u306f\u6df1\u523b\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u3082\u3061\u308d\u3093\u3001Weibo\u306f\u30bd\u30fc\u30b7\u30e3\u30eb\u30e1\u30c7\u30a3\u30a2\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308a\u3001\u5e83\u544a\u63b2\u8f09\u306e\u793e\u4f1a\u6027\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u6700\u521d\u306e\u9732\u51fa\u304b\u3089\u6700\u7d42\u7684\u306a\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u3001\u9867\u5ba2\u306e\u79fb\u52d5\u307e\u3067\u306e\u4e00\u9023\u306e\u6d41\u308c\u3092\u30ab\u30d0\u30fc\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u79c1\u305f\u3061\u306f\u3001\u30d6\u30e9\u30f3\u30c9\u30d7\u30e9\u30b9\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6226\u7565\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u3042\u308b\u7a2e\u306e\u88fd\u54c1\u306e\u5358\u4e00\u65b9\u5411\u306e\u30af\u30e9\u30c3\u30b7\u30e5\u306f\u3001\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u306f\u306a\u304f\u3001\u305d\u306e\u7d50\u679c\u3001\u4e00\u90e8\u306e\u304a\u5ba2\u69d8\u304c\u5f53\u793e\u3092\u96e2\u308c\u305f\u308a\u3001\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u4e2d\u6b62\u3057\u305f\u308a\u3001\u4e88\u7b97\u3092\u63d0\u4f9b\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u6628\u65e5\u3001Tencent\u304c\u767a\u8868\u3057\u305f\u4e2d\u9593\u6c7a\u7b97\u3001\u3064\u307e\u308a\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u3067\u3082\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u5e83\u544a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u591a\u304f\u89e6\u308c\u3089\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u3082\u3061\u308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href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11118987\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e2d\u56fd\u6700\u5927\u306eSNS\u3067\u3042\u308b\u5fae\u535a\uff08\u30a6\u30a7\u30a4\u30dc\u30fc\uff09\uff08NASDAQ:WB\uff09\u306e2021\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3059\u3002 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