美股异动|哔哩哔哩盘前涨近1% 机构预期游戏行业Q3业绩有望环比提升

格隆汇
Sep 04

哔哩哔哩(BILI.US)盘前涨近1%,报22.5美元。消息面上,招商证券研报称,政策支持下,游戏行业中报实现高增长,三季度业绩有望继续环比提升。在当前较高景气度下,游戏行业平均估值约20倍,参照历史30倍以上的较高水平,预计未来仍存在上行空间。另外,业绩增长属于“阿尔法”层面,未来随着新兴消费与AI应用的普及,游戏行业有望迎来新的“贝塔”驱动。

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