季度业绩前瞻 | 哔哩哔哩-W:广告增长强劲,游戏待发力,预测一季度营业收入74.16~75.00亿元,同比增长5.9%~7.1%

朝阳永续
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分业务来说:1) 广告业务:广告收入增速环比增加4.7个百分点至27.4%,AI广告预算同比增长约180%,新场景广告收入同比增长超60%。2) 游戏业务:本季度游戏收入同比下降14%,但自研新游《离鸭科夫》市场反响热烈,有望抵消高基数影响。3) 用户增长:日均活跃用户同比增长10%,月均活跃用户同比增长8%,用户日均使用时长同比增加8分钟。(注:本文内容基于朝阳永续AI技术生成,文中相关盈利预测...

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