在财报发布前,市场普遍预测B站将会走出全面盈利的光明大道,这对股价不啻为一大利好。但大家只猜中了开头(确实大幅盈利),却押错了结局:财报后等来的却是股价的暴跌。许多朋友凌乱在风中,并从怀疑自己判断,上升到质疑美股,断言市场根本不懂B站。那么究竟是市场不懂B站还是股价下跌另有他因呢?本文核心观点:其一,B站盈利源于2022年后对业务的纠偏,广告业务潜力重新被挖掘;其二,财报后股价大跌与基本面毫无关系...
Source Link在财报发布前,市场普遍预测B站将会走出全面盈利的光明大道,这对股价不啻为一大利好。但大家只猜中了开头(确实大幅盈利),却押错了结局:财报后等来的却是股价的暴跌。许多朋友凌乱在风中,并从怀疑自己判断,上升到质疑美股,断言市场根本不懂B站。那么究竟是市场不懂B站还是股价下跌另有他因呢?本文核心观点:其一,B站盈利源于2022年后对业务的纠偏,广告业务潜力重新被挖掘;其二,财报后股价大跌与基本面毫无关系...
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