美股異動｜嗶哩嗶哩盤前漲1.2% 舉辦投資者日中金指其盈利彈性有望逐步釋放

格隆匯APP

07-14

格隆匯7月14日｜嗶哩嗶哩(BILI.US)美股盤前漲1.2%。消息上，嗶哩嗶哩於7月11日在上海舉辦2025年投資者日，會上公司就遊戲、廣告業務，商業化與AI等主題與投資人分享交流。

中金公司認爲公司對遊戲業務堅持“品類年輕化”和“IP運營”兩條軸線，持續進行微創新，並通過遊戲+動漫/UP主等形式運營長線IP。遊戲、廣告業務增量體現，盈利彈性有望逐步釋放。預計2025年毛利率約37%，長期有望向40%~45%提升。(格隆匯)

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免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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The CICC Index's profitability elasticity is expected to be gradually released","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09626":1,"BILI":1},"content_text":"格隆匯7月14日｜嗶哩嗶哩(BILI.US)美股盤前漲1.2%。消息上，嗶哩嗶哩於7月11日在上海舉辦2025年投資者日，會上公司就遊戲、廣告業務，商業化與AI等主題與投資人分享交流。中金公司認為公司對遊戲業務堅持“品類年輕化”和“IP運營”兩條軸線，持續進行微創新，並通過遊戲+動漫/UP主等形式運營長線IP。遊戲、廣告業務增量體現，盈利彈性有望逐步釋放。預計2025年毛利率約37%，長期有望向40%~45%提升。(格隆匯)\n\n\n海量資訊、精準解讀，盡在新浪財經APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"conferences","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}