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亚马逊终局猜想:零售的马甲,广告的魂?
乐观预期下,把上述各关键预测都对标行业龙头,测算出Prime video的广告收入天花板约为$550亿,相当于把24年亚马逊的总广告收入翻倍。 可见仅由Prime video能贡献的广告增量上限也是相当可观的。
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