论股谈票
11-18 11:52
b站还是不错的
@明大教主:
$哔哩哔哩(BILI)$ Non-GAAP净利润单季首次转正,但看起来B站想要实现2024全年口径Non-GAAP扭亏的难度依然不小。 B站为了扭亏减少了研发投入,游戏业务收入也在本季度同比有了较大幅度的增长。然,从B站的经营思路看,广告收入这块管理层始终坚持自己的看法,增长更可能是“不疾而速”,而不是爆发式的;增值服务的话,日均使用时长带来的正向效果有限,看起来也难有更高速的增长。 作为一名90后的投资者,对于B站的喜爱是不言而喻的,公司也终于如约实现了高质量发展。但按当前的发展路径推测,后续业绩弹性很大程度上要取决于游戏业务了···增速预期需要加以放缓了!
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