高盛BILI 非交易路演纪要: 广告业务超行业表现,游戏业务前景改善

智通财经网
27 May

在哔哩哔哩 2025 年第一季度业绩发布以及与管理层进行非交易路演(NDR)后,高盛维持买入评级并更新了预测。从积极方面来看,高盛对哔哩哔哩游戏业务的前景略感乐观,原因如下:1. 《闪耀!优俊少女》游戏自 5 月 22 日起恢复运营。该游戏在 2023 年 9 月长期停服后此时恢复,出乎市场意料。高盛认为这款游戏与哔哩哔哩的 ACG 社区和核心用户群体契合度高,不过在停服一年半多之后,重振该游戏并...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10