异动解读 | 字节跳动加码在线音乐赛道，网易云音乐盘中大跌7.12%

异动解读01-07

网易云音乐(09899)今日盘中大跌7.12%，引发了市场的广泛关注。

消息面上，字节跳动进一步布局在线音乐赛道，旗下汽水音乐与番茄音乐增长显著。根据QuestMobile数据，2025年11月汽水音乐MAU同比增长85.3%，达到1.3亿，已成为国内第四大在线音乐平台；番茄音乐9月MAU也实现92.4%的同比增长，规模达3823万，位列行业第九。这一竞争压力直接影响了网易云音乐的市场表现。

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