美股异动|哔哩哔哩盘前涨超5.7% 机构指游戏行业长期抗宏观逆风韧性强

格隆汇APP
07 Jul

哔哩哔哩(BILI.US)盘前涨超5.7%,报22.08美元。消息面上,东方证券发布研报称,游戏行业长期抗宏观逆风韧性强,25Q1中国国内游戏行业同比增长18%,大幅跑赢社零的4.6%。近期关注苹果渠道费变化,如中国地区落地对于游戏板块利润有较大增厚,此外此前被苹果掣肘的游戏渠道有望因此重新开源而受益。

此外,首届上海国际动漫月于7月4日启动。据介绍,首届上海国际动漫月将首次实现CCG EXPO(中国国际动漫游戏博览会)、Bilibili World(哔哩哔哩线下嘉年华)与ChinaJoy(中国国际数码互动娱乐展览会)三大动漫展会联动,预计将吸引超百万海内外观众。(格隆汇)

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