高盛研究报告指,哔哩哔哩(09626.HK) 今年以来股价表现相对于恒生科技指数展现较强韧性,预期表现将继续跑赢大市,受惠于广告业务持续快速增长、游戏业务自年中起加速,以及在AI投资风险可控下的利润率扩张潜力。针对第一季,该行预计收入将按年增长7%,其中广告收入增长26%;净利润率达8%,利润按年增长60%以上。该行认为,哔哩哔哩在内地游戏及娱乐行业中具韧性,大致上不受AI技术干扰或字节跳动竞争的...
Source Link高盛研究报告指,哔哩哔哩(09626.HK) 今年以来股价表现相对于恒生科技指数展现较强韧性,预期表现将继续跑赢大市,受惠于广告业务持续快速增长、游戏业务自年中起加速,以及在AI投资风险可控下的利润率扩张潜力。针对第一季,该行预计收入将按年增长7%,其中广告收入增长26%;净利润率达8%,利润按年增长60%以上。该行认为,哔哩哔哩在内地游戏及娱乐行业中具韧性,大致上不受AI技术干扰或字节跳动竞争的...
Source LinkDisclaimer: 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.