哔哩哔哩(BILI.US)盘前涨超2.2%,报23.26美元。消息面上,国泰海通证券发表研报指,哔哩哔哩内容及用户生态繁荣,年轻社群竞争力显著。截至25年2月,每10个中国Z+世代(出生于1985-2009年间)的年轻人中,就有7个是哔哩哔哩用户。截至2025Q1,大会员数超2350万人,同比+7.3%,占MAU比重为6.4%,其中超80%为年度订阅或自动续费套餐用户,展现了高度的用户粘性。此外,哔哩哔哩游戏、增值服务、广告与IP衍生品全面发力,商业化进程加速。游戏业务展现长线生命力,三谋贡献下收入保持强劲增长,期待下半年新游上线贡献增量。(格隆汇)
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.