格隆汇发布哔哩哔哩首次覆盖报告:《Billy, Billy, Show Me Your Money》

格隆汇

2024/10/17

We are initiating coverage on Bilibili Inc. (BILI). Bilibili is the largest Gen Z Community in China with DAUs and MAUs reaching 102 and 336 Million in 2Q24. Gross margin improved sequentially, and the company is expected to achieve a quarterly non-GAAP profit in 3Q24. Gaming and advertising are the key drivers for its profitability. For a given amount of web traffic, advertising monetization will ramp up on ad load upside and adtech upgrade. However, we also see some concerns in the market regarding the company’s gaming pipeline and long-term profit margin, which are expected to be addressed in its coming earnings.

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(BILI). Bilibili is the largest Gen Z Community in China with DAUs and MAUs reaching 102 and 336 Million in 2Q24. Gross margin improved sequentially, and ...</p>\n\n<a href=\"https://www.gelonghui.com/p/1179873\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SJY.SI","symbol_name":"MEGROUP LTD.","start_time":0,"source_url":"https://www.gelonghui.com/p/1179873","article_id":"2476619641","we_media_id":null,"thumbnails":["https://img7.gelonghui.com/column/2/136.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2476619641","pubTimestamp":1729151360,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"Billy, Billy, Show Me Your Money","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SJY.SI":"MEGROUP LTD.","BK6116":"汽车零售","BK4505":"高瓴资本持仓","BK6517":"汽车股","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4577":"网络游戏","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","09626":"哔哩哔哩-W","BILI":"哔哩哔哩","SG9999001051.SGD":"United Asia Fund SGD","BK4509":"腾讯概念","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1588":"回港中概股","BK4510":"在线教育","BK4554":"元宇宙及AR概念","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK1608":"元宇宙概念","BK1104":"互动家庭娱乐","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1575":"同股不同权","BK4531":"中概回港概念","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK1587":"次新股","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4513":"直播概念","BK4566":"资本集团"},"translate_title":"格隆汇发布哔哩哔哩首次覆盖报告：“Billy，Billy，Show Me Your Money”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BILI":1,"SJY.SI":1,"09626":1},"content_text":"We are initiating coverage on Bilibili Inc. 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