b站还是不错的_老虎社区_美港股上老虎 - 老虎社区

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！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":372171918016824,"tweetId":"372171918016824","gmtCreate":1731901940063,"gmtModify":1731901941743,"author":{"id":4107612084981750,"idStr":"4107612084981750","authorId":4107612084981750,"authorIdStr":"4107612084981750","name":"论股谈票","avatar":"https://static.tigerbbs.com/bde6a9082ae48edb315b3271715e6214","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>b站还是不错的</p></body></html>","htmlText":"<html><head></head><body><p>b站还是不错的</p></body></html>","text":"b站还是不错的","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/372171918016824","repostId":372126182912304,"repostType":1,"repost":{"magic":2,"id":372126182912304,"tweetId":"372126182912304","gmtCreate":1731890774232,"gmtModify":1731890777128,"author":{"id":4120462527107840,"idStr":"4120462527107840","authorId":4120462527107840,"authorIdStr":"4120462527107840","name":"明大教主","avatar":"https://static.tigerbbs.com/7923b570045ef396e894082089df0a6c","vip":2,"userType":2,"introduction":"长期跟踪A、港美股，擅长结合基本面、技术面深度分析","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.24","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":11051,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 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。\n<br>\n 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。\n<br>\n 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！</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 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。\n<br>\n 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。\n<br>\n 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！</body></html>","text":"$哔哩哔哩(BILI)$ 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！","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/372126182912304","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BILI","09626"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":504,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":16,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/372171918016824"}