、、事件:8月21日,公司公告2025Q2季报,实现营业收入73.38亿元(YoY+20%,QoQ+5%),经调整净利润5.61亿元(2024年同期亏损2.72亿元,QoQ+55%)。我们的观点:1、运营情况:2025Q2哔哩哔哩延续了健康增长势头,平台用户流量、粘性、付费率均实现增长,MAU同比增长8%至3.63亿,DAU同比增长7%至1.09亿,创历史新高,用户日均使用时长从2024年同期的...
Source Link、、事件:8月21日,公司公告2025Q2季报,实现营业收入73.38亿元(YoY+20%,QoQ+5%),经调整净利润5.61亿元(2024年同期亏损2.72亿元,QoQ+55%)。我们的观点:1、运营情况:2025Q2哔哩哔哩延续了健康增长势头,平台用户流量、粘性、付费率均实现增长,MAU同比增长8%至3.63亿,DAU同比增长7%至1.09亿,创历史新高,用户日均使用时长从2024年同期的...
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