花旗研究报告指,预期哔哩哔哩(09626.HK) 今年第一季收入将按年增长7%至75亿元人民币,非公认会计准则经营利润为5.53亿元人民币,均大致符合市场预期。当中,料广告收入按年增长26%,并有进一步上行潜力,受惠于广告场景的持续开拓、AI推动的效率提升以及用户消费力增长。不过,游戏业务面临较高基数,预计表现将如预期般维持疲弱,收入按年下跌11%。考虑到季节性因素及对AI投资的逐步加大,该行维持...
Source Link花旗研究报告指,预期哔哩哔哩(09626.HK) 今年第一季收入将按年增长7%至75亿元人民币,非公认会计准则经营利润为5.53亿元人民币,均大致符合市场预期。当中,料广告收入按年增长26%,并有进一步上行潜力,受惠于广告场景的持续开拓、AI推动的效率提升以及用户消费力增长。不过,游戏业务面临较高基数,预计表现将如预期般维持疲弱,收入按年下跌11%。考虑到季节性因素及对AI投资的逐步加大,该行维持...
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