哔哩哔哩(09626.HK):全年AI资本开支增加约10亿人币 料次季广告收入续高速增长

阿斯达克财经
May 20

哔哩哔哩(09626.HK) 首席财务官樊欣表示,全年AI相关资本开支预计增加约10亿元人民币(下同),对利润表影响约5亿元,公司将优化营运开支来抵销部分影响。公司预计第二季广告收入维持高速增长,AI贡献持续释放,毛利率稳定提升,净利率仍有上行空间。因此,维持中长期毛利率目标40%至45%,营业利益率目标15%至20%不变。副董事长李旎称,首季公司广告收入按年增长30%至26亿元,连续13个季度...

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