周三， 哔哩哔哩-W低开低走，盘中跌超5%。消息面上，哔哩哔一季度总营收为74.7亿元人民币，同比增长7%，但略低于市场预期的74.9亿元。尽管经调整净利润同比增长62%至5.85亿元，但移动游戏收入同比下降12%，且该业务已连续三个季度同比下滑。此外，公司管理层在财报电话会议中透露，预计全年人工智能（AI）相关资本开支将增加约10亿元人民币，对利润表的影响约为5亿元，这一大幅增加的投入计划引发了市场对公司短期盈利空间的担忧。
市场分析认为，游戏业务的持续疲软以及为AI战略投入的巨额资本开支，是导致投资者信心受挫、股价承压的主要原因。
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