异动解读｜哔哩哔哩-W盘中下跌3.09%，一季报营收略逊预期叠加AI开支激增持续承压

行情直击05-21

5月21日，哔哩哔哩-W盘中下跌3.09%，报144.5港元，成交额1.98亿港元，延续此前财报发布后的调整走势。

消息面上，公司5月19日盘后发布一季度业绩，总营收74.7亿元人民币，同比增长7%，略低于市场预期的74.9亿元；经调整净利润5.85亿元，同比增长62%，超出预期。广告收入同比增长30%至25.9亿元表现亮眼，但游戏收入同比下降12%。此外，公司披露全年AI相关资本开支预计增加约10亿元，对利润表影响约5亿元，市场对刚实现盈利的公司大幅加码AI投入持续存在分歧，短期盈利空间受压担忧未消。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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